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Database Exercise 4 - Create Transaction Exception Report

1. Open the Microsoft Access database that you created in Database Exercise 2.

   1. To do this, open Microsoft Access, click File Menu, Open... .

   2. In the Open window, click on folders until you come to your port folder that you created for the Portfolio Exercise 1.

   3. Then, double click on AppMIS.mdb.  This is the database you created in Database Exercise 2.
       

2. Create a Microsoft Access query for the Transaction File Exception Report that you specified in section II.C of Database Exercise 1.

   1. To do this, continue with your opened AppMIS.mdb database.

   2. For Access 2003, in the Database window, click Queries, and double click Create query by using wizard.
      For Access 2007, click Create tab on the ribbon, Query Wizard, then Simple Query Wizard.

   3. Follow the wizard by selecting your Transaction File in the dropdown Tables/Queries menu,
      selecting all the fields, click Next, Detail (not Summary), click Next,
      key in your desired title (such as ClientException), and Finish.
      The query appears in Datasheet View.  It displays all the records in your transaction file.  Click the Triangle and Ruler icon to switch to the Design View.

   4. Add the exception criteria for your report.  The screen image below displays the exception criteria for my report:
      1. Stock Price Activity down by at least 10% and News Impacting Stock is Unfavorable, or
      2. Stock Price Activity down by at least 5% and Institutional Activity is Sell.
      
      Notice how the conditions to be "and"ed together are on the same line and that the compound conditions to be "or"ed are on separate lines.
      
      Now, add the exception criteria for your report.
      Have at least two lines of criteria, three different fields, and at least two conditions on each line.  Select criteria that produce at least two, but no more than ten records.
      
       

3. Create a Microsoft Access report using the query you created in step 2 above.

   1. To do this, continue with your opened AppMIS.mdb database.

   2. For Access 2003, in the Database window, click Reports, and double click Create report by using wizard.
      For Access 2007, click the Create tab, then double click Report Wizard in the Reports group.

   3. Follow the wizard by selecting the query you created in step 2 above from the dropdown Tables/Queries menu,
      selecting all the fields, click Next,
      no grouping levels, click Next, sort by your key field, click Next,
      select Tabular Layout and Landscape Orientation, click Next,
      select Formal style, click Next, (For Access 2007, the None style works well),
      key in your desired title, and Finish.  The report appears.

   4. Change to the Design view.  Edit the report title to start with "DB Ex 4".

   5. Add a Label containing the exception criteria for your report.  Click Label, and place label in Report Header.  Copy and Paste the exception criteria from Item II.C of your Database Exercise 1 file (Db1SysAnalysis2.doc).

   6. Compact (and Repair) your database.  See Database Exercise 2, Step 3.d.  This will make your AppMIS.mdb as small as possible.
       

4. Use Microsoft Internet Explorer with ftp://stupub.stjohns.edu/ to drag and drop your modified copy of the entire port folder from your Mgt4322 folder to your stupub website.  This will copy your updated database, AppMIS.mdb.  Follow the instructions of Portfolio Exercise 1, step 5.

   1. If not all the files copy over to stupub, try dragging and dropping AppMIS.mdb by itself.  See Database Exercise 3, Step 3.
       

5. Print your Transaction Exception Report (should have landscape orientation).

   1. To do this, in the Database window, click Reports, and double click your Transaction Exception report.  On the File Menu, click Print..., and OK.

   2. Note: you may update the DB Exercise 1 Second Draft (Db1SysAnalysis2.doc) to reflect any desired changes.
       

6. Requirements - see Homework Set III

                               (This page was last edited on April 01, 2010 .)