Tutorial 1: Using Excel to Manage Datarastives.weebly.com/uploads/5/6/6/8/5668001/los_pal… · Web...

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Step 1 2 1. Open Access. Create a Blank Database name it Los Palmas Urgent Care Clinic 2. Go to the From Instructors Folder and move the following Excel Spreadsheets to My Documents Billing Incident Insurance Patient Click on the External Data Tab and Import the Excel Spreadsheet into the Los Palmas Urgent Care Clinic Database. For the Insurance and Patient Table make sure you select Show Worksheets Make sure you have “Select the “First Row Contains Column Heading”. selected. Do not assign a Primary Key Save the Table as the Billing, Incident, Insurance and Patient 3. Open the Tables and adjust the columns so that all data is shown. Close all Tables

Transcript of Tutorial 1: Using Excel to Manage Datarastives.weebly.com/uploads/5/6/6/8/5668001/los_pal… · Web...

Page 1: Tutorial 1: Using Excel to Manage Datarastives.weebly.com/uploads/5/6/6/8/5668001/los_pal… · Web viewTutorial 1: Using Excel to Manage Data Author Susan A Whalen Last modified

Step 1 2

1. Open Access. Create a Blank Database name it Los Palmas Urgent Care Clinic

2. Go to the From Instructors Folder and move the following Excel Spreadsheets to My Documents

BillingIncidentInsurancePatient

Click on the External Data Tab and Import the Excel Spreadsheet into the Los Palmas Urgent Care ClinicDatabase.

For the Insurance and Patient Table make sure you select Show Worksheets

Make sure you have “Select the “First Row Contains Column Heading”. selected.

Do not assign a Primary Key

Save the Table as the Billing, Incident, Insurance and Patient

3. Open the Tables and adjust the columns so that all data is shown.

Close all Tables

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Step 2 2

2. On the Database Tools tab click on the Relationships.

3. Choose the Tables BillingIncidentInsurancePatient

Click the Close 4. Click on Edit Relationships Icon

The Create New Button5. Click on the Create new Table

For the Left Table NameBilling

For the Right Table NamePatient

Left Column NamePatient ID

Right Column NamePatient ID

Click OK

Click Create

6. Click on the Edit Relationship

Click Create new

For the Left Table NameInsurance

For the Right Table NamePatient

Left Column NameCompanyID

Right Column NameInsuranceID

Click OK

Click Create

1. Make sure all tables are closed.

7. Click on the Edit Relationship

Click Create new

For the Left Table NameBilling

For the Right Table NameIncident

Left Column NamePatient ID

Right Column NamePatient ID

Click OK

Click Create

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Step 3 2

8. Move the Tables around so you can see the relationships.

Save and close the Relationships

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Step 4 2

1.Click on the Patient Table

Create a Report based on the Patient Table.

Save as Patient

Close the Report

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Step 5 2

1.Click on the Patient Table

Create a Form based on the Patient Table.

Save as Patients

Close the Form

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Step 6 2

1.Click on the Insurance Table

Create a Form by using the Form Wizard based on the Insurance Table.

You will use all Fields

Tabular

Choose the Style

Save as Insurance

Close the Report

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Step 7 2

1.Click on the Insurance Table

Create a Simple Query by using a Query Wizard based on the Insurance Table.

You will use all of the Fields

Save as All Insurances

Close the Query

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Step 8 2

1.Click on the Incident Table

Create a Simple Query by using a Query Wizard based on the Incident Table.

You will sue the following fieldsIncident IDDateTimeLocationPatient ID

Save as Incident

2. Click on the Location Field.

Sort in Ascending Order

Save the Query

Close the Query

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1.On the Database Tools Tab click on the Switchboard Manager on the Database Tool Ribbon

2. It will ask would you like to create one you would click on Yes

3. Click on new. Name it Los Palmas Urgent Care 4. Make the Los Palmas

Urgent Care the Default

5. Select the main switchboard and delete it

6. Click on the Close icon

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Step 9 2

1.On the Database Tools Tab click on the Switchboard Manager on the Database Tool Ribbon

Select the Los Palmas Urgent Care and click on the edit button

2.Click on the New Button

Text insert Patient’s at Los PalmasCommand insert Open ReportReport insert PatientPress OK

3.Click on the New Button

Text insert New PatientCommand insert Open form in add modeForm insert PatientsPress OK

4.Click on the New Button

Text insert New InsuranceCommand insert Open form in add modeForm insert InsurancePress OK

5. Click on the New Button

Text insert Exit Los Palmas DatabaseCommand insert Exit ApplicationPress OK

7. Click on the close again

6. Click on the close

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Step 10 2

Upload Los Palmas Urgent Care to

1. Open the Switch Board on the Navigation Pane

2. Click on each icon except for the Exit one. That will exit you from the application.

3.Click on the Microsoft Office Button

Click on the Access Options

Click on Current Database

Select Switchboard from the Display Form drop down list

Remove the check mark from the Display Navigation Pane

Click OK

Close the Database and reopen it

The Switchboard opens automatically

Close the Database and upload it Mr. Stives

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Mr. Stives