California State University Sacramento AC2016 Capstone Level2 Working with a Sales Database Other 1. Open the start file AC2016-Capstone-Level2. NOTE: If n

California State University Sacramento AC2016 Capstone Level2 Working with a Sales Database Other 1. Open the start file AC2016-Capstone-Level2. NOTE: If necessary, enable active content by clicking the Enable Content button in the Message Bar.

2. The file will be renamed automatically to include your name. Change the project file name if directed to do so by your instructor, and save it.

3. Create a new table from scratch to track sales.

a. The first field should be an AutoNumber field named: SaleID

b. The second field should be a Date & Time field named: SaleDate

c. The third field should be a lookup field. (Hint: Use the Lookup Wizard to create the new field.) It should display the LocationDescription field from the Locations table. Values in the lookup should be sorted by values in the LocationDescription field. Include the LocationID field in the lookup, but do not display it. (Hint: Hide the key column.) Enable data integrity by restricting deletions. Name this field: SaleLocation

d. Save the table with the name: Sales

4. Switch to Design view and modify field properties.

a. Apply the Long Date format to the SaleDate field. Note: If your version of Access does not include the day of the week in the long date format, use the long date format anyway.

5. Add a new lookup field as the last field in the Sales table to track payment type. (Hint: Use the Lookup Wizard to create the new field.)

a. Name the field: PaymentType

b. The lookup field should display these values in this order: Credit Card Cash Gift Card

c. Limit data entry to values in the list. Do not allow multiple values.

d. Save the table.

6. Switch back to Datasheet view to add sample records to the Sales table.

a. Add three records to the table with the following data. (Hint: Remember, the first field in the table, SaleID, is an AutoNumber field, so there is nothing to enter for each record.)

SaleDate SaleLocation PaymentType:

10/01/2016 Georgetown Cash

10/01/2016 Farragut Square Gift Card

10/01/2016 George Washington University Credit Card

b. Adjust the width of the SaleDate field so the entire long date is visible.

c. Save and close the table.

7. Create a new table to capture the details for each sale.

a. The first field should be an AutoNumber field named: SaleDetailID

b. The second field should be a lookup field named: SaleID The lookup field should be limited to values in the SaleID field of the Sales table. Include only the SaleID in the lookup field. Enable data integrity by restricting deletions.

c. Save the table as: SaleDetails

d. Add a third field to the far right of the table. Name this field: Item It should display the ItemName and Price fields from the Items table. Sort the lookup items by values in the ItemName field. Hide the primary key field. Enable data integrity by restricting deletions.

e. Add a Number field to the right of the Item field. Name the field: Quantity

f. Set the default value for the Quantity field to: 2

g. Add three records to the table with the following data. (Hint: Remember, the first field in the table, SaleDetailID, is an AutoNumber field, so there is nothing to enter for each record.) SaleID Item Quantity 1 Chocolate 4 1 Sea Salt and Caramel 2 2 Truffle 3

h. Close the table.

8. Use the Form Wizard to create a new form for inputting sales data.

a. Include all the fields from the Sales table.

b. Include the Item and Quantity fields from the SaleDetails table.

c. View the form data by records in the Sales table with related records in the SaleDetails table displayed in a subform.

d. The subform should be displayed as a Datasheet.

e. Name the main form: SalesForm and name the subform: SaleDetailsSubform (Hint: Be sure to remove the space between SaleDetails and Subform in the subform name suggested by Access.)

f. Open the form in Form view to review your work.

g. Navigate to the record in the main form for SaleID 3 and enter sale details in the subform as follows: Item: Chocolate, Quantity: 2 Item: Old Bay, Quantity: 4

h. Close the form.

9. Open the Items table and modify the table fields as follows:

a. Set the Default Value property for the Price field to: 5

b. Change the data type for the Price field to: Currency

c. Autofit the width of the ItemName field.

d. Save the changes and close the Items table.

10. Create a Single Record form using the Items table as the record source. Save the form with the name ItemsSingleRecordForm and then close the form.

11. Begin a new blank form in Layout view.

a. From the Locations table, add the LocationID, LocationDescription, and Comments fields in that order, at the left side of the form.

b. Widen the labels so that they are just wide enough for LocationDescription to be completely visible.

c. From the Locations table, add the OpenTime field to the right of the LocationID controls.

d. Reduce the width of the OpenTime bound control so that the control is just wide enough to display the time data.

e. From the Locations table, add the CloseTime field to the right of the OpenTime controls.

f. Reduce the width of the CloseTime bound control so the control is just wide enough to display the time data.

g. Move the OpenTime and CloseTime controls so they are next to the LocationDescription controls instead.

h. From the Locations table, add the Days field to the form layout in the empty space to the right of the LocationID controls, above the OpenTime controls.

i. Add a logo to the form header. Use this file, located with the resources for this project: toptCornLogo-small

j. Save the form with the name: LocationDetailsForm

k. Close the form.

12. Open the Sales_Archive table.

a. Delete the Total field.

b. Find the record with the ID 500 and delete it. (Hint: It is the last record in the table.)

c. Find and replace each ItemID value OLDB with OLDB005.

d. Rename the TotalSal field to: TotalSale

e. Save and close the table.

13. Use the Relationships window to create a relationship between the Items and Sales_Archive tables.

a. Show the Sales_Archive table in the Relationships window.

b. Create a one-to-many relationship between the ItemID field in the Items table and the ItemID field in the Sales_Archive table. You may rearrange the tables in the Relationships window if you want.

c. Enforce referential integrity so a record cannot be deleted or altered in the Items table if it would cause a conflict with the data in the Sales_Archive table.

d. Close the Relationships window and save the changes.

14. Create a query to display sales of Original Blend flavored popcorn from the Sales_Archive table.

a. Include the following fields in this order: the Date, Quantity, and TotalSale fields from the Sales_Archive table and the ItemName field from the Items table.

b. Add the criteria Original Blend to the ItemName field. Run the query to check your work. (Hint: There should be 34 records in the query results.)

c. Save the query as OriginalBlendQry and then close the query.

15. Create a query to display sales of Old Bay or Truffle flavored popcorn from the Sales_Archive table

a. Include the following fields in this order: the Date, Quantity, and TotalSale fields from the Sales_Archive table and the ItemName field from the Items table.

b. Add the criteria Old Bay or Truffle to the ItemName field. Run the query to check your work. (Hint: There should be 55 records in the query results.)

c. Save the query as NewFlavorsQry and then close the query.

16. Create a query to display sales greater than $50.00 from the Sales_Archive table.

a. Include the following fields in this order: the Date from the Sales_Archive table, ItemName field from the Items table, and TotalSale from the Sales_Archive table.

b. Add criteria to the TotalSale field to return only sales greater than $50.00. Run the query to check your work. (Hint: There should be 14 records in the query results.)

c. Save the query as HighDollarSalesQry and close it.

17. Create a query to display sales greater than $50 of Truffle flavored popcorn from the Sales_Archive table

a. Include the following fields in this order: the ItemName field from the Items table and the Date, Quantity, and TotalSale fields from the Sales_Archive table.

b. Add the criteria to the query to return only records where the ItemName is Truffle and the TotalSale is greater than $50.00. Run the query to check your work. (Hint: There should be 6 records in the query results.)

c. Save the query as HighDollarTruffleQry and then close the query.

18. Create a report based on the NewFlavorsQry query. Hint: Use the Report Wizard.

a. Include the fields from the NewFlavorsQry query in this order: ItemName, Date, Quantity, and TotalSale.

b. View the data by the Items table.

c. Do not add any additional grouping.

d. Sort the detail records by date.

e. Use the Stepped layout in Portrait orientation.

f. Name the report NewFlavorRpt and then view the report to check your work. Close the report when you are finished. Create a new report from scratch in Layout view.

a. From the Sales_Archive table, add the Date field to the report. Add these fields in order to the right of the Date controls: ItemName from the Items table, Quantity from the Sales_Archive table, and TotalSale from the Sales_Archive table.

b. Resize the ItemName controls so all the item names are visible. (Hint: Find the records for sales of Sea Salt and Caramel flavored popcorn and then widen the ItemName column.)

c. Add the ItemID field from the Items table. Move the ItemID controls so they appear to the left of the ItemName controls.

d. Save the report as: SalesArchiveRpt

20. Save and close any open database objects and then close the database.

21. Upload and save your project file.

22. Submit project for grading SIMnet 2016: Access 2016
Capstone Project Level 2
Access 2016 capstone project AC-2
Working with a Sales Database
In this project, you will work with a sales database from Top’t Corn, a popcorn company with a multiple food trucks
and two retail stores. Previously, Top’t Corn kept their data in multiple Excel workbooks. Recently, they decided to
expand their product offerings at different price points, and they realized they needed a more robust database to track
sales. You will help them create new database tables and clean up data imported from Excel.
You will begin by creating new tables to track sales and sale details. You will use the Form Wizard to create a form
based on the new tables. Next, you will modify the existing Items table and create a form based on that table. You will
create a new form from scratch in Layout view to display records from the Locations table. Next, you will clean up the
imported data in the Sales_Archive table and create a relationship between the data in the Sales_Archive and the Items
tables. You will create a series of queries using a variety of criteria. Finally, you will create a report using the Report
Wizard and another report from scratch in Layout view.
Skills needed to complete this project:



Create and save a new table



Find and replace data in a table

Apply date formatting to a field by modifying
the field Format property

Enforce referential integrity in a one-to-many
relationship













Create a lookup field using list values

Create a simple select query to combine fields
from multiple tables










Add text criteria to a query
Add a new field to a table
Create a lookup field using values from another
table
Create a new record in a table
Adjust table column widths
Set a default value for a field in a table
Use the Form Wizard to create a new form
Change the data type of a field
Create a Single Record form based on a table
Create a new blank form in Layout view
Add fields to a blank form from Layout view
Resize controls in a form
Move controls in a form
Delete a field from a table
Rename a field in a table
Create a one-to-many relationship between two
tables
Hide a field in a query
Use OR in a query
Add numeric criteria to a query
Use AND in a query
Use the Report Wizard to create a new report
Create a new blank report
Add fields to a blank report from Layout view
Resize controls in a report
Arrange controls in a report
Delete a record from a table
IMPORTANT: Download the resource file needed for this project from the Resources link. Be sure to
extract the file after downloading the resources zipped folder. Please visit SIMnet Instant Help for
step-by-step instructions
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Last Modified: 5/29/19
SIMnet 2016: Access 2016
Step 1
Download
start file
Capstone Project Level 2
1. Open the start file AC2016-Capstone-Level2. NOTE: If necessary, enable active content by
clicking the Enable Content button in the Message Bar.
2. The file will be renamed automatically to include your name. Change the project file name if
directed to do so by your instructor, and save it.
3. Create a new table from scratch to track sales.
a.
The first field should be an AutoNumber field named: SaleID
b. The second field should be a Date & Time field named: SaleDate
c. The third field should be a lookup field. (Hint: Use the Lookup Wizard to create the new field.)
It should display the LocationDescription field from the Locations table. Values in the lookup
should be sorted by values in the LocationDescription field. Include the LocationID field in
the lookup, but do not display it. (Hint: Hide the key column.) Enable data integrity by
restricting deletions. Name this field: SaleLocation
d. Save the table with the name: Sales
4. Switch to Design view and modify field properties.
a.
Apply the Long Date format to the SaleDate field. Note: If your version of Access does not
include the day of the week in the long date format, use the long date format anyway.
5. Add a new lookup field as the last field in the Sales table to track payment type. (Hint: Use the
Lookup Wizard to create the new field.)
a.
Name the field: PaymentType
b. The lookup field should display these values in this order:
Credit Card
Cash
Gift Card
c. Limit data entry to values in the list. Do not allow multiple values.
d. Save the table.
6. Switch back to Datasheet view to add sample records to the Sales table.
a.
Add three records to the table with the following data. (Hint: Remember, the first field in the
table, SaleID, is an AutoNumber field, so there is nothing to enter for each record.)
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Last Modified: 5/29/19
SIMnet 2016: Access 2016
Capstone Project Level 2
SaleDate
SaleLocation
PaymentType
10/01/2016 Georgetown
Cash
10/01/2016 Farragut Square
Gift Card
10/01/2016 George Washington University
Credit Card
b. Adjust the width of the SaleDate field so the entire long date is visible.
c. Save and close the table.
7. Create a new table to capture the details for each sale.
a.
The first field should be an AutoNumber field named: SaleDetailID
b. The second field should be a lookup field named: SaleID The lookup field should be limited
to values in the SaleID field of the Sales table. Include only the SaleID in the lookup field.
Enable data integrity by restricting deletions.
c. Save the table as: SaleDetails
d. Add a third field to the far right of the table. Name this field: Item It should display the
ItemName and Price fields from the Items table. Sort the lookup items by values in the
ItemName field. Hide the primary key field. Enable data integrity by restricting deletions.
e. Add a Number field to the right of the Item field. Name the field: Quantity
f.
Set the default value for the Quantity field to: 2
g. Add three records to the table with the following data. (Hint: Remember, the first field in the
table, SaleDetailID, is an AutoNumber field, so there is nothing to enter for each record.)
SaleID
Item
Quantity
1
Chocolate
4
1
Sea Salt and Caramel
2
2
Truffle
3
h. Close the table.
8. Use the Form Wizard to create a new form for inputting sales data.
a.
Include all the fields from the Sales table.
b. Include the Item and Quantity fields from the SaleDetails table.
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SIMnet 2016: Access 2016
Capstone Project Level 2
c. View the form data by records in the Sales table with related records in the SaleDetails table
displayed in a subform.
d. The subform should be displayed as a Datasheet.
e. Name the main form: SalesForm and name the subform: SaleDetailsSubform
(Hint: Be sure to remove the space between SaleDetails and Subform in the subform name
suggested by Access.)
f.
Open the form in Form view to review your work.
g. Navigate to the record in the main form for SaleID 3 and enter sale details in the subform as
follows:
Item: Chocolate, Quantity: 2
Item: Old Bay, Quantity: 4
h. Close the form.
9. Open the Items table and modify the table fields as follows:
a.
Set the Default Value property for the Price field to: 5
b. Change the data type for the Price field to: Currency
c. Autofit the width of the ItemName field.
d. Save the changes and close the Items table.
10. Create a Single Record form using the Items table as the record source. Save the form with the
name ItemsSingleRecordForm and then close the form.
11. Begin a new blank form in Layout view.
a.
From the Locations table, add the LocationID, LocationDescription, and Comments fields
in that order, at the left side of the form.
b. Widen the labels so that they are just wide enough for LocationDescription to be completely
visible.
c. From the Locations table, add the OpenTime field to the right of the LocationID controls.
d. Reduce the width of the OpenTime bound control so that the control is just wide enough to
display the time data.
e. From the Locations table, add the CloseTime field to the right of the OpenTime controls.
f.
Reduce the width of the CloseTime bound control so the control is just wide enough to display
the time data.
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Capstone Project Level 2
g. Move the OpenTime and CloseTime controls so they are next to the LocationDescription
controls instead.
h. From the Locations table, add the Days field to the form layout in the empty space to the right
of the LocationID controls, above the OpenTime controls.
Download
Resources
i.
Add a logo to the form header. Use this file, located with the resources for this project:
toptCornLogo-small
j.
Save the form with the name: LocationDetailsForm
k. Close the form.
12. Open the Sales_Archive table.
a.
Delete the Total field.
b. Find the record with the ID 500 and delete it. (Hint: It is the last record in the table.)
c. Find and replace each ItemID value OLDB with OLDB005.
d. Rename the TotalSal field to: TotalSale
e. Save and close the table.
13. Use the Relationships window to create a relationship between the Items and Sales_Archive tables.
a.
Show the Sales_Archive table in the Relationships window.
b. Create a one-to-many relationship between the ItemID field in the Items table and the ItemID
field in the Sales_Archive table. You may rearrange the tables in the Relationships window if
you want.
c. Enforce referential integrity so a record cannot be deleted or altered in the Items table if it would
cause a conflict with the data in the Sales_Archive table.
d. Close the Relationships window and save the changes.
14. Create a query to display sales of Original Blend flavored popcorn from the Sales_Archive table.
a.
Include the following fields in this order: the Date, Quantity, and TotalSale fields from the
Sales_Archive table and the ItemName field from the Items table.
b. Add the criteria Original Blend to the ItemName field. Run the query to check your work.
(Hint: There should be 34 records in the query results.)
c. Save the query as OriginalBlendQry and then close the query.
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Capstone Project Level 2
15. Create a query to display sales of Old Bay or Truffle flavored popcorn from the Sales_Archive table
a.
Include the following fields in this order: the Date, Quantity, and TotalSale fields from the
Sales_Archive table and the ItemName field from the Items table.
b. Add the criteria Old Bay or Truffle to the ItemName field. Run the query to check your work.
(Hint: There should be 55 records in the query results.)
c. Save the query as NewFlavorsQry and then close the query.
16. Create a query to display sales greater than $50.00 from the Sales_Archive table.
a.
Include the following fields in this order: the Date from the Sales_Archive table, ItemName
field from the Items table, and TotalSale from the Sales_Archive table.
b. Add criteria to the TotalSale field to return only sales greater than $50.00. Run the query to
check your work. (Hint: There should be 14 records in the query results.)
c. Save the query as HighDollarSalesQry and close it.
17. Create a query to display sales greater than $50 of Truffle flavored popcorn from the Sales_Archive
table
a.
Include the following fields in this order: the ItemName field from the Items table and the
Date, Quantity, and TotalSale fields from the Sales_Archive table.
b. Add the criteria to the query to return only records where the ItemName is Truffle and the
TotalSale is greater than $50.00. Run the query to check your work. (Hint: There should be 6
records in the query results.)
c. Save the query as HighDollarTruffleQry and then close the query.
18. Create a report based on the NewFlavorsQry query. Hint: Use the Report Wizard.
a.
Include the fields from the NewFlavorsQry query in this order: ItemName, Date, Quantity,
and TotalSale.
b. View the data by the Items table.
c. Do not add any additional grouping.
d. Sort the detail records by date.
e. Use the Stepped layout in Portrait orientation.
f.
Name the report NewFlavorRpt and then view the report to check your work. Close the
report when you are finished.
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Last Modified: 5/29/19
SIMnet 2016: Access 2016
Capstone Project Level 2
19. Create a new report from scratch in Layout view.
a.
From the Sales_Archive table, add the Date field to the report. Add these fields in order to the
right of the Date controls: ItemName from the Items table, Quantity from the Sales_Archive
table, and TotalSale from the Sales_Archive table.
b. Resize the ItemName controls so all the item names are visible. (Hint: Find the records for
sales of Sea Salt and Caramel flavored popcorn and then widen the ItemName column.)
c. Add the ItemID field from the Items table. Move the ItemID controls so they appear to the
left of the ItemName controls.
d. Save the report as: SalesArchiveRpt
Step 2
Upload &
Save
20. Save and close any open database objects and then close the database.
Step 3
Grade my
Project
22. Submit project for grading.
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21. Upload and save your project file.
Last Modified: 5/29/19

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