Create a provider database and related reports and queries


Provider Database (MS Access)

Use the project description HERE to complete this activity. For a review of the complete rubric used in grading this exercise, click on the Assignments tab, then on the title Case Study Part 2 - Provider Database (Access)- click on Show Rubrics if the rubric is not already displayed.

As you recall, data is a collection of facts (numbers, text, even audio and video files) that is processed into usable information. Much like a spreadsheet, a database is a collection of such facts that you can then slice and dice in various ways to extract information or make decisions. However, the advantage and primary use of a database over a spreadsheet is its ability to handle a large volume of data and yet allow for quick access to the information that is desired.

Databases are everywhere now and impact our lives in a multitude of ways. It can accurately be said that "your life is in a database" or, more accurately, in multiple databases, and information about you (a retrieval of facts about you) is easily accessible. Your shopping history, credit history, medical history, even your driving history, is stored in one or more databases.

This exercise will introduce you to the basic building blocks of any database - fields, records, and files (also called tables). Although you will create a database with a single table containing a small amount of data about computer component Providers, the more applicable use of databases involves the creation of many tables linked together with a common field or "key." Regardless of the size of the database, the data is stored in the same way - in fields which are combined to create a record. And those records are stored in a file or table. The data is entered into the field via a data entry form, and the information is extracted (to answer a particular question or need) via reports and/or queries. Note that Access uses the Field Size parameter in Design View to limit the number of characters or digits in a given field. There is a small tutorial on field sizes located in the topic "Optional Tutorial - Access project" in the Readings list for Week 5.

Specific instructions for the project can be found in the table below.

Create a provider database and related reports and queries to capture contact information for potential PC componentproviders that might be used to purchase the equipment your specified in your MS Word project - the PC specifications..

This MS Access database assignment has the following parts:

1. a simple database table to hold provider contact information;some of the required fields in the table require that a Caption be added to the field characteristics. The Caption will be displayed in the report that is to be generated.

2. a simple database form that can be used to enter data into the database table;

3. two simple database reports that can used to present the data as information; and

4. a separate MS Word document answering questions about the database.

All aspects of the assignment will be evaluated according to the following criteria and overall professional, business-like appearance. This would include clear readability and formatting for both screen and print-based output.

Requirement

- Launch MS Access and open a Blank Access database.
- Save the new database with the following name:

"Student's First Initial Last Name Provider Information"

Example: JSmithProvider Information

Create a table with all the following fields and settings: (each letter indicates a separate field)

Field names should be exactly as listed here (e.g. "Provider ID" or "Provider's Company Name", etc.)
02 A. ProviderID (autonumber)

Set as primary key and is auto number

03 B. Provider's Company Name (text)
04 Two separate fields:

C. ProviderContact-First Name (text)

D. Provider Contact-Last Name (text)
05 Two separate fields:

E. Billing Address (text)
(this is the street address)

F. City (text)
06 G. State (text-set the field size to 2 characters)
07 H. Zip Code (text-set the field size to 5 characters)
08 Two separate fields:

I.Phone number - area code (text- set the field size to 3 characters)

J. Phone number (text)
(Use xxx-xxxx format when entering the data)
09 K. YTD Orders (currency)
(Enter the total amount ($s) of orders your company has placed with each provider. Use fictitious numbers.)

10 L. Preferred Provider (Yes/No)

(Criteria must be provided in the Description field (Design View) which identifies what constitutes a Preferred Provider. Base your criteria on a real YTD amount, e.g. YTD orders greater than $10,000)

11 Review your table in Datasheet view. Make sure all fields names are fully visible (no truncated entries)

12 Save the table with the name: Provider Information Table

13 Use the Form Wizard to create a form that uses all the fields from the Provider Information Table.

14 Select a theme - do NOT use the default theme which is Office.

15 Name the form as follows:

Provider Data Entry Form

16 Ensure that all field namesare fully visible in each field in Form View (no truncated entries)

17 Use the form to enter data into the table

- Enter all the appropriate data for sevenproviders (such as Best Buy, CDW, and CompUSA.)

- Mark at least one Provider as a Preferred Provider based on the criteria you identified in the Preferred Provider field.

It is important to complete all data entry prior to moving on to create the report. You should also use the table to manually review and audit all entries to ensure accuracy and consistency prior to report setup. If find any data entry errors or inconsistencies, simply go back the item in the form and make the appropriate corrections. Missing data or including data that should be ignored will result in a deduction.

18 Ensure that all entered data is fully visible in each field in Datasheet View of the Provider Information Table (no truncated entries)

19 Use the Report Wizard to create a report from the database that uses the following fields, presented in the following order from left to right in the final report:
- Provider's Company Name
- Provider Contact First and Last Name
- Complete Address (Street, City, State, Zip)
- Phone Number (including area code field)

20 - Set up the report to be sorted by Provider Contact-Last Name.
Ensure that the order of the fields is still the same as identified above: company name, first name, last name, address, phone number.


21 - Ensure that all field names and entered data are fully visible in all areas of the report (no truncated entries)
- Select an appropriate style that improves readability

22 - Name the report as follows:
Provider Contact Information
Your report will include information for all your Providers.

23 Create mailing labels for the provider list: Include
- Contact person's full name
- full Provider's company name
- full mailing address.
Check the look of the report in Print view.

24 - Save this report as "Provider Mailing Labels."

25 Create an MS Word document.
- Set it to
double space
normal text
Arial, 12 point.
Save the document as:
"First Initial Last Name Access Questions"
Example: JSmith Access Questions

Create a Title Page which shows your project title, your first and last name, the course id and the due date. See comment to the right for the project title.

In your MS Word document, answer both of these questions in 4 to 5 well written sentences.

Questions:

1. Your Director has approved the purchase of the computers that you recommended in your response to the Case Study - Part 1, the specification for the computers. The data in this database you created here is rather limited. What fields would you add to the database you created in this project that would help you in choosing a provider or providers to use to fulfill the purchases?

2. Could you use an Excel spreadsheet to replicate the same activity that you completed for the Access database project? What advantages ordisadvantages might using Excel have over using Access in this Case Study?

Attachment:- Homework.zip

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Dissertation: Create a provider database and related reports and queries
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