Customer+List+with+Access

Microsoft Office- Access 2010 The purpose of this document is organize data from my dad’s company. the information used was exported from an excel file that was created by exporting data from his databases. A query with customer’s balances, a customer form, and a report of customer list was created.
 * Transferred data from Excel 2010 to Access 2010
 * o Went to “External Data” and clicked Excel
 * o Picked the file
 * Created a Query from the data in the “Customer List” table
 * o Went to “Design View”
 * § Picked “Last Name”, “First Name”, and “Balance” to be displayed in the query
 * § For “Balance”, I picked the “Descending” option for “Sort:”
 * § For “Balance”, I typed “>=0.01” in order for the query to only display balances greater than $0.00
 * o Then changed the view to “Datasheet View”
 * Created a form with the “Form Wizard” under “Create”
 * o “Customer form”
 * Created a report with the “Report Wizard” under “Create”
 * o The report, “Customer List” displays customers and their balances.
 * § The customers are categorized by city
 * “Compact and Repair Database” was finally clicked in order to prevent and fix any corruption in the file