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Help & How To

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How to use the Worksheet Database.

Quick Start:

Using a template: Click on the template button in the Main Menu. To add or remove fields, click the Design button on the Main Menu.

From Scratch: Click the New button and enter your field names. You can select from Checkboxes, Drop Downs, Date Fields and more.

Commands from Left to Right on the Main Menu

File Menu

New: Opens the Worksheet Designer for the creation of a new worksheet. Simply enter column names for the Check boxes, Text boxes, Drop Downs, etc., as you want them to appear on your form. Video: Create an Access database in Five Minutes.

Open: Click to open an existing worksheet. Select one or more worksheets by clicking on the titles with your mouse, and then click Open.

Templates: A number of templates are included for your use. You can easily modify the design of the templates by clicking the Modify Design button in the ribbon. Video: GTD Getting Things Done Solution for Microsoft Access

Save As: Creates a copy of the worksheet that is currently open on the screen. Click Save As, enter the title for the new worksheet and click OK. A prompt appears asking whether you want to copy the data as well as the worksheet. Click Yes to copy all data from the existing worksheet, or click No to copy the worksheet only.

Rename: Changes the title of the worksheet that is open on the screen.

Delete: Deletes the worksheet that is currently open and being displayed on the screen.

Worksheets Menu

Close Worksheet: Closes the active worksheet

Close All Worksheets: Closes all open worksheets

Reset Row/Column Size: Sets the default height and width for the rows columns on the active worksheet. This is handy if you accidentally make a row or column too small to see.

Print Menu

Print/Setup: Opens the form in Print Preview and allows you to select margins, paper size, etc. When you’re satisfied with the layout, click print.

Design Menu

Modify Design: Add/remove columns from the form. To add a column, type in a Column Label. To remove a column, delete the column label. NOTE: Changing the design of the form DOES NOT delete data. If you delete a column from the database by deleting the Column Label, you can bring that data back to your worksheet by entering text in the column label field. After you modify the design of the worksheet, the worksheet will re-open with the new design in place. NOTE: After you modify the design, you will need to re-size and change the order of the columns by clicking and dragging the column heads with your mouse.

Filtering and Sorting

Filtering and Sorting Records: To filter and sort to the columns on your worksheet, click on the small icon just to the right of the column label. The top two

Refresh Screen: Refreshes the view of all data on the screen. For example, you may have filtering and sorting setup on your worksheet. When you enter new data at the bottom of the form, that information stays at the bottom until you either click refresh or close and then re-open the form.

Filter On: Turns on the filter that you have created for your worksheet.

Filter Off: Turns off (but does not delete) the filter for your worksheet.

Delete Filter: Permanently deletes the filter you have setup for your worksheet.

Sort On: Turns on the sort order that you have created for your worksheet.

Sort Off: Turns off (but does not delete) the sort order for your worksheet.

Sort Filter: Permanently deletes the sort order you have setup for your worksheet.

Online Menu (Online Resources)

Home Page: Brings you to the home page for this website for general information, announcements and tips and tricks regarding the Worksheet Database.

Help: Opens this page in your Internet browswer

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© Mike Turco, 2009, all rights reserved