® Office 365® Access™ 2019 Comprehensive

Series Editor AMY KINSER

MORIARITY | KINSER | NIGHTINGALE

A01_KINS1969_01_SE_FM.indd 1 11/01/19 9:47 PM Vice President of Courseware Portfolio Management: Andrew Gilfillan Senior Operations Specialist: Maura Garcia Executive Portfolio Manager: Samantha Lewis Senior Art Director: Mary Seiner Team Lead, Content Production: Laura Burgess Interior and Cover Design: Pearson CSC Content Producer: Shannon Stanton Cover Photo: Courtesy of Shutterstock® Images Development Editor: Nancy Lamm Senior Product Model Manager: Eric Hakanson Portfolio Management Assistant: Bridget Daly Manager, Digital Studio: Heather Darby Director of Product Marketing: Brad Parkins Digital Content Producer, MyLab IT: Becca Golden Director of Field Marketing: Jonathan Cottrell Course Producer, MyLab IT: Amanda Losonsky Product Marketing Manager: Heather Taylor Digital Studio Producer: Tanika Henderson Field Marketing Manager: Bob Nisbet Full-Service Project Management: Pearson CSC (Amy Kopperude) Product Marketing Assistant: Liz Bennett Composition: Pearson CSC Field Marketing Assistant: Derrica Moser

Credits and acknowledgments borrowed from other sources and reproduced, with permission, in this textbook appear on appropriate page within text. Microsoft and/or its respective suppliers make no representations about the suitability of the information contained in the documents and related graphics published as part of the services for any purpose. All such documents and related graphics are provided “as is” without warranty of any kind. Microsoft and/or its respective suppliers hereby disclaim all warranties and conditions with regard to this information, including all warranties and conditions of merchantability, whether express, implied or statutory, fitness for a particular purpose, title and non-infringement. In no event shall Microsoft and/or its respective suppliers be liable for any special, indirect or consequential damages or any damages whatsoever resulting from loss of use, data or profits, whether in an action of contract, negligence or other tortious action, arising out of or in connection with the use or performance of information available from the services. The documents and related graphics contained herein could include technical inaccuracies or typographical errors. Changes are periodically added to the informa- tion herein. Microsoft and/or its respective suppliers may make improvements and/or changes in the product(s) and/or the program(s) described herein at any time. Microsoft® and Windows® are registered trademarks of the Microsoft Corporation in the U.S.A. and other countries. This book is not sponsored or endorsed by or affiliated with the Microsoft Corporation.

Copyright © 2020 by Pearson Education, Inc., New York, NY 10013. All rights reserved. Printed in the United States of America. This publication is protected by Copyright and permission should be obtained from the publisher prior to any prohibited reproduction, storage in a retrieval system, or transmission in any form or by any means, electronic, mechanical, photocopying, recording, or likewise. For information regarding permission(s), write to: Rights and Permissions Department.

Pearson Prentice Hall™ is a trademark of Pearson Education, Inc. Pearson® is a registered trademark of Pearson plc Prentice Hall® is a registered trademark of Pearson Education, Inc.

Pearson Education Ltd., London Pearson Education North Asia Ltd., Hong Kong Pearson Education Singapore, Pte. Ltd Pearson Educación de Mexico, S.A. de C.V. Pearson Education, Canada, Inc. Pearson Education Malaysia, Pte. Ltd. Pearson Education–Japan Pearson Education Australia PTY, Limited

Library of Congress Cataloging-in-Publication Data available upon request

1 19

ISBN-10: 0-13-539196-2 ISBN-13: 978-0-13-539196-9

A01_KINS1969_01_SE_FM.indd 2 11/01/19 9:47 PM Dedications

I dedicate this series to my Kinser Boyz for their unwavering love, support, and patience; to my parents and sister for their love; to my students for inspiring me; to Sam for believing in me; and to the instructors I hope this series will inspire! Amy S. Kinser

I dedicate this book to my beautiful and amazing wife, April. Without her support and understanding, this would not have been possible. Also, to my wonderful son, Patton, whose strength to overcome so many obstacles in his life inspires me to continue to do my best work. Brant Moriarity

For my wife, Amy, and our two boys, Matt and Aidan. I cannot thank them enough for their support, love, and endless inspiration. J. Eric Kinser

To my parents, who always believed in and encouraged me and have given me unconditional support, patience, and love. To my brother and my hero—may you be watching from Heaven with joy in your heart. Jennifer Paige Nightingale

Dedications iii

A01_KINS1969_01_SE_FM.indd 3 11/01/19 9:47 PM About the Authors

Amy S. Kinser, Esq., Series Editor Amy holds a B.A. degree in Chemistry with a Business minor from Indiana University, and a J.D. from the Maurer School of Law, also at Indiana University. After working as an environmental chemist, starting her own technology consulting company, and practicing intellectual property law, she has spent the past 18 years teaching technol- ogy at the Kelley School of Business in Bloomington, Indiana. Currently, she serves as the Director of Computer Skills and Senior Lecturer at the Kelley School of Business at Indiana University. She also loves spending time with her two sons, Aidan and J. Matthew, and her husband J. Eric.

Brant Moriarity Brant P. Moriarity earned a B.A. in Religious Studies/Philosophy and a M.S. in Information Systems at Indiana University. He is a Senior Lecturer at the Indiana University’s Kelley School of Business, where he teaches topics such as data manage- ment and analysis, as well as the strategic use of Information Systems in business. He is also the founder of Beats Per Minute Technologies, LLC, bringing the benefits of business analytics and custom application development to small businesses and non-profit organizations.

J. Eric Kinser Eric Kinser received his B.S. degree in Biology from Indiana University and his M.S. in Counseling and Education from the Indiana School of Education. He has worked in the medical field and in higher education as a technology and decision support specialist. He is currently a senior lecturer in the Operations and Decision Technology Department at the Kelley School of Business at Indiana University. When not teaching he enjoys experimenting with new technologies, traveling, and hiking with his family.

Jennifer Paige Nightingale Jennifer Nightingale, associate professor at Slippery Rock University of Pennsylvania, has taught Information Systems Management since 2000. Before joining Slippery Rock University, she spent 15 years in industry with a focus in management and training. Her research expertise is in instructional technology, using technology as a teaching tool, and the impact of instructional technologies on student learning. She has earned numerous teaching and research honors and awards, holds an Ed.D. (instructional technology) and two M.S. degrees (information systems management and education) from Duquesne University, and a B.A. from the University of Pittsburgh.

 About the Authors iv

A01_KINS1969_01_SE_FM.indd 4 11/01/19 9:47 PM Brief Contents

COMMON FEATURES CHAPTER 1: Understanding the Common Features of 1

ACCESS ACCESS BUSINESS UNIT 1: Understanding and Using a Relational Database 49 CHAPTER 1: The Four Main Database Objects 50 CHAPTER 2: Tables, Keys, and Relationships 93 ACCESS BUSINESS UNIT 1 CAPSTONE 146 ACCESS BUSINESS UNIT 2: Accessing, Maintaining, and Presenting Information 161 CHAPTER 3: Queries and Data Access 162 CHAPTER 4: Using Forms and Reports in Access 214 ACCESS BUSINESS UNIT 2 CAPSTONE 262 ACCESS BUSINESS UNIT 3: Ensuring Consistent Data and Advanced Querying 277 CHAPTER 5: Advanced Tables 278 CHAPTER 6: Pattern Matching and Functions in Queries 335 ACCESS BUSINESS UNIT 3 CAPSTONE 375 ACCESS BUSINESS UNIT 4: Leveraging Queries for Business Information and Intelligence 387 CHAPTER 7: Aggregated Calculations, Subquerying, and SQL 388 CHAPTER 8: Action Queries and Advanced Relationships 451 ACCESS BUSINESS UNIT 4 CAPSTONE 486 ACCESS BUSINESS UNIT 5: Producing Professional Forms and Reports 497 CHAPTER 9: Advanced Form Settings and Form Types 498 CHAPTER 10: Advanced Reports and Mailing Labels 564 ACCESS BUSINESS UNIT 5 CAPSTONE 607 ACCESS BUSINESS UNIT 6: Developing a Polished User Interface and Experience 621 CHAPTER 11: Develop Navigation Forms and the User Interface 622 CHAPTER 12: Create a Refined User Experience with Macros 653 ACCESS BUSINESS UNIT 6 CAPSTONE 694 ACCESS BUSINESS UNIT 7: Implementing and Automating a Database with VBA 705 CHAPTER 13: Use VBA in Access 706 CHAPTER 14: Implement Your Database 747 ACCESS BUSINESS UNIT 7 CAPSTONE 776

APPENDIX A: Normalize a Database for Effective Design 787 APPENDIX B: Access Microsoft Certification Reference 811 GLOSSARY 815 INDEX 824

Brief Contents v

A01_KINS1969_01_SE_FM.indd 5 11/01/19 9:47 PM Contents

Welcome to the Team Letter xxvii Concept Check 43 COMMON FEATURES 1 Key Terms 43 CHAPTER 1: Understanding the Common Features Visual Summary 44 of Microsoft Office 1 Practice 1 45 PREPARE CASE: Painted Paradise Resort & Spa Problem Solve 1 46 Employee Training Preparation 1 Perform 47 Working with the Office Interface 2 Perform in Your Career 47 Understand the Office Suite and Applications 2 Perform in Your Life 47 Start, Save, and Manipulate Office Applications and Use the Office 3 Opening and the Start Screen 3 ACCESS BUSINESS UNIT 1 49 Using the Ribbon and Ribbon Display Options 5 CHAPTER 1: The Four Main Database Using Office Backstage,our Y Account, Objects 50 and Document Properties 8 PREPARE CASE: Red Bluff Golf Course Putts Saving a New Document to the Local OneDrive That Syncs to the Cloud 10 for Paws Charity Tournament 50 Closing a File, Reopening from the Recent Documents Understanding the Basics of List, and Exiting an Application 15 and Tables 51 Opening an Existing File in and Understand the Purpose of Access 51 Then Saving as Another Name 16 Understanding the Four Main Objects in Zooming, Scrolling, and Navigating with a Database 52 Keyboard Shortcuts 18 Creating a New Database and Templates 53 Using the Quick Access Toolbar to Save a Currently Opening the Starting File 54 Open File 20 Maneuver in the Navigation Pane 55 Manipulate, Correct, and Format Opening and Closing the Shutter Bar 55 Content in Excel 20 Customizing the Navigation Pane 55 Checking Spelling 20 Using the Search Box 57 Entering, Copying, and Pasting Text 22 Understanding File Extensions in Access 57 Using Undo to Correct a Mistake 23 Understand the Purpose of Tables 58 Finding and Replacing Text 24 Importing a 59 Using the Font Group and the Font Dialog Box 25 Navigating through a Table 61 Using the Style Gallery with Live Preview 26 Navigating through a Table with the Navigation Bar 62 Inserting a Note and Total Using the Tell me Understanding Differences between Access what you want to do Box 27 and Excel 64 Formatting, Finding Help, and Printing in Office 29 Manually Navigate a Database 66 Format Using Various Office Methods 29 Using a Manual Query to Explore a Database 66 Using Excel to Enter Content, Apply Bold, and Understanding Queries, Forms, and Reports 68 Apply a Fill Color 29 Opening an Excel Dialog Box 30 Understand the Purpose of Queries 68 Inserting Images and Using Contextual Using the Query Wizard 69 Tools to Resize 31 Switching to the Design View of a Query 71 Formatting Using the Mini Toolbar 33 Specifying Selection Criteria 72 Opening Shortcut Menus and Format Painter 35 Sorting Query Results 74 Find Help, Print, and Share in Office 36 Printing Query Results 75 Using the Help Pane and ScreenTips 36 Understand the Purpose of Forms 76 Accessing the Share Pane 38 Creating a Form 77 Changing Views 38 Entering Data Using a Form 78 Printing a File 40 Understand the Purpose of Reports 79 Exporting a PDF 41 Creating a Report Using a Wizard 80 Insert Office Add-ins 42 Printing a Report 82

vi Contents

A01_KINS1969_01_SE_FM.indd 6 11/01/19 11:16 PM Back Up a Database 83 Forming Two Relationships to a Junction Table 130 Backing Up a Database 83 Populating the Junction Table 132 Compact and Repair a Database 84 Defining One-to-One Relationships 132 Compacting Your Database 84 Understand 132 Concept Check 86 Selecting Cascade Update 132 Selecting Cascade Delete 133 Key Terms 86 Testing Referential Integrity 133 Visual Summary 87 Creating a Report Using Two Related Tables 135 Practice 1 89 Concept Check 137 Problem Solve 1 90 Key Terms 137 Perform 91 Visual Summary 138 Perform in Your Career 91 Practice 1 140 Problem Solve 1 143 CHAPTER 2: Tables, Keys, and Relationships 93 Perform 144 PREPARE CASE: Red Bluff Golf Course Putts for Perform in Your Career 144 Paws Charity Tournament Database 93 ACCESS BUSINESS UNIT 1 CAPSTONE 146 Inserting Data Into a Database 94 More Practice 1 146 Understand Database Design 94 Opening the Starting File 95 Problem Solve 1 148 Viewing the Design View of a Table 96 Problem Solve 2 151 Import Data from Other Sources 97 Perform 154 Copying and Pasting Data from Excel 97 Perform in Your Life 154 Importing a Worksheet 98 Perform in Your Career 155 Importing from a Named Range 100 Perform in Your Team 157 Importing from a Text File 102 How Others Perform 158 Enter Data Manually 103 Entering Data Using Datasheet View 103 Deleting Data from a Table 105 ACCESS BUSINESS UNIT 2 161 Deleting a Field from a Table 106 CHAPTER 3: Queries and Data Access 162 Understanding Tables and Keys 107 Create a Table in Design View 107 PREPARE CASE: Turquoise Oasis Spa Data Management 162 Defining Data Types 107 Determining Field Size 109 Working with Tables 163 Creating a Table in Design View 109 Find and Replace Records in a Table 163 Changing a Data Type 111 Opening the Starting File 163 Understand Masks and Formatting 111 Finding Records in a Table 163 Defining Input Masks 111 Finding and Replacing Records in a Table 165 Formatting a Field 113 Using a Wildcard Character 165 Understand and Designate Keys 115 Applying a Filter to a Table 167 Understanding Primary Keys 115 Using a Text Filter 168 Understanding Foreign Keys 115 Modify Table Appearance 169 Identifying a Composite Key 116 Changing the Look of a Table 169 Defining a rimaryP Key 117 Querying the Database 170 Understanding Relational Databases 119 Run Query Wizards 170 Understand Basic Principles of Normalization 120 Creating a Find Duplicates Query 170 Representing Entities and Attributes 120 Creating a Find Unmatched Query 172 Minimizing Redundancy 121 Create Queries in Design View 173 Understand Relationships between Tables 121 Creating a Single-Table Query 175 Viewing the Relationships Window 122 Viewing Table Relationships 176 Determining Relationship Types 123 Creating a Query Using Multiple Tables 178 Create a One-to-Many Relationship 124 Removing a Table from a Query to Fix the Forming a Relationship 124 Multiplier Effect 179 Create a Many-to-Many Relationship 127 Sort Table and Query Results 181 Forming a New Many-to-Many Relationship 128 Sorting a Table by a Single Field 181 Creating a Junction Table 129 Sorting by More Than One Field 181 vii  Contents

A01_KINS1969_01_SE_FM.indd 7 12/01/19 1:32 AM Define Selection Criteria for Queries 183 Creating Customized Reports 236 Using a Comparison Operator 183 Create a Report Using the Report Wizard 236 Hiding Fields That Are Used in a Query 184 Creating a Single-Table Report Using the Report Sorting on a Hidden Field 184 Wizard 237 Using Is Null Criteria 185 Creating a Multiple-Table Report Using the Using the Criteria with Multiple Criteria 187 Report Wizard 238 Using the Or Criteria Row 188 Exploring Report Views 240 Using Both the Criteria Row and the Or Criteria Rows 189 Creating Report Totals Using the Report Wizard 242 Using AND and OR Logical Operators 190 Customize a Report 245 Combining Operators and Multiple Criteria 192 Moving, Resizing, and Formatting Report Controls 245 Using Special Operators and Date Criteria 194 Enhancing a Report with Conditional Formatting 247 Combining Special Operators and Logical Operators 196 Applying Grouping and Sorting 249 Create Aggregate Functions 197 Adding Subtotals 250 Adding a Total Row 197 Save a Report as a PDF File 252 Using Aggregate Functions 198 Saving a Report as a PDF File 252 Changing Field Names 200 Concept Check 253 Creating Calculations for Groups of Records 201 Troubleshooting an Aggregate Query 202 Key Terms 253 Formatting an Aggregated Field 203 Visual Summary 254 Create Calculated Fields 204 Practice 1 256 Building a Calculated Field Using Expression Builder 204 Problem Solve 1 258 Concept Check 206 Perform 260 Key Terms 206 Perform in Your Career 260 Visual Summary 207 ACCESS BUSINESS UNIT 2 CAPSTONE 262 Practice 1 208 More Practice 1 262 Problem Solve 1 211 Problem Solve 1 266 Perform 212 Problem Solve 2 268 Perform in Your Career 212 Perform 270 Perform in Your Life 270 CHAPTER 4: Using Forms and Reports Perform in Your Career 272 in Access 214 Perform in Your Team 273 PREPARE CASE: Turquoise Oasis Spa’s New How Others Perform 275 Database 214 Creating Customized Forms 215 ACCESS BUSINESS UNIT 3 277 Navigate and Edit Records in Datasheets 215 Opening the Starting File 215 CHAPTER 5: Advanced Tables 278 Editing a Record in Datasheet View of a Table 216 PREPARE CASE: The Red Bluff Golf Course & Pro Navigate Forms and Subforms 217 Shop: Modifying Database Tables 278 Navigating a Main Form 217 Navigating a Form with a Subform 219 Controlling the Way Data Is Entered: Advanced Navigating a Split Form 220 Field Options 279 Using the Find Command in a Form 221 Understand the Purpose and Benefits of Input Update Table Records Using Forms 222 Masks 279 Adding a New Record Using a Form 223 Opening the Starting File 279 Editing Records Using a Form 223 Using the Input Mask Wizard 280 Deleting a Record Using a Form 224 Creating a Custom Input Mask 282 Create a Form Using the Form Wizard 225 Apply Custom Formatting 287 Creating a Single-Table Form 225 Creating Custom Formatting 288 Creating a Subform (Multiple-Table Form) 227 Define Data Validation Rules 293 Creating a Split Form 230 Creating Validation Rules and Validation Text 294 Modify a Form’s Design 230 Define Caption Names 296 Changing the Form Theme 231 Creating Captions for Existing Fields 297 Resizing and Changing Controls on a Form 232 Create Indexes to Improve Performance 298 Adding a Picture to the Form 234 Defining a Single-Field Index 299 Previewing and Printing a Record from a Form 235 Defining Multiple-Field Indexes 300

viii Contents

A01_KINS1969_01_SE_FM.indd 8 11/01/19 9:47 PM Require Data in Fields 301 Using DateAdd Function to Subtract a Time Interval 361 Making Fields Required 302 Using the DateSerial Function to Return a Date (Year, Define Default Values 302 Month, and Day) 363 Setting a Default Value 303 Using the DatePart Function to Evaluate a Date 365 Use the Round Function 367 Advanced Data Types, Data Filtering, Rounding to a Specific Number of Decimal Places 367 and the Table Analyzer 304 Concept Check 369 Create Lookup Fields 304 Creating Lookup Fields and Modifying Lookup Key Terms 369 Properties 306 Practice 1 370 Configure Fields Using the Calculated, Yes/No, Problem Solve 1 372 AutoNumber, Attachment, Hyperlink, and OLE Object Data Types 312 Perform 374 Configuring Fields Using the Calculated Data Type 312 Perform in Your Life 374 Configuring Fields Using the es/NoY Data Type 314 ACCESS BUSINESS UNIT 3 CAPSTONE 375 Configuring Fields Using the AutoNumber Data Type 316 Configuring Fields Using the ttachment,A Hyperlink, and More Practice 1 375 OLE Object Data Types 318 Problem Solve 1 378 Create Filters to View Specific Records 321 Problem Solve 2 380 Creating Filters 321 Perform 382 Use the Table Analyzer Wizard to Reduce Perform in Your Life 382 Redundancy 324 Perform in Your Career 383 Using the Table Analyzer Wizard 325 Perform in Your Team 383 Concept Check 327 How Others Perform 385 Key Terms 327 Visual Summary 328 ACCESS BUSINESS UNIT 4 387 Practice 1 329 CHAPTER 7: Aggregated Calculations, Problem Solve 1 331 Subquerying, and SQL 388 Perform 333 PREPARE CASE: The Turquoise Oasis How Others Perform 333 Spa Database: Querying with Advanced Calculations 388 CHAPTER 6: Pattern Matching and Functions Understanding the GROUP BY Clause in in Queries 335 Aggregated Calculations 389 PREPARE CASE: The Red Bluff Golf Club Opening the Spa Decisions Database 389 Database 335 Use the GROUP BY Clause in Aggregated Working with Advanced Criteria and Calculations 389 Calculations 336 Calculating Revenue and Sales Volume 390 Use Wildcard Characters in String Comparisons 336 Calculating the Number of Transactions by Category 392 Opening the Starting File 336 Summarizing Duplicate Data Using the GROUP Working with Wildcard Characters and the Like Operator 337 BY Clause 393 Find Records with the “Most” or “Least” Values 341 Retrieving Top Values 341 Understanding the WHERE Clause in Create Parameter Queries 343 Aggregated Calculations 394 Using Parameters in a Query 344 Use the WHERE Clause in Aggregated Concatenate Strings Using the & Operator 347 Calculations 395 Use Advanced Query Operators 349 Calculating Revenue from Specific Spa Services 395 Using Advanced Functions in Queries 352 Calculating Net Revenue from Specific Spa Services 396 Create IIf Functions 352 Business Calculations Using Subquerying 400 Creating Basic IIf Functions for Individual Conditions 352 Create Subqueries Using Business Creating Nested IIf Functions for Various Conditions 354 Calculations 400 Use the IsNull Function 356 Creating a Query on a Query 400 Working with Fields That Contain No Valid Data 356 Calculating the Percentage of Sales Revenue 402 Use Date Functions 358 Calculating the Percentage of Sales Volume 406 Using the DateDiff Function to Determine a Time Calculating Physical Volume 409 Interval 359 Calculating the Percentage of Physical Volume 411

Contents ix

A01_KINS1969_01_SE_FM.indd 9 11/01/19 11:46 PM Understanding Structured 413 Concept Check 478 Create Basic Structured Query Language (SQL) Key Terms 478 Queries 414 Visual Summary 479 Viewing SQL Statements in Access 414 Understanding SELECT Statement Basics 415 Practice 1 480 Creating a Basic Query with SQL 415 Problem Solve 1 483 Using the WHERE Clause 416 Perform 484 Using the ORDER BY Clause 420 Perform in Your Life 484 Using the HAVING Clause with AS and GROUP BY 422 ACCESS BUSINESS UNIT 4 CAPSTONE 486 Incorporate Joins into Structured Query Language More Practice 1 486 (SQL) Queries 424 Problem Solve 1 489 Creating Queries Using the INNER JOIN Clause 424 Creating Queries Using OUTER JOINS 428 Problem Solve 2 491 Creating a Union Query 435 Perform 493 Creating a SQL Subquery 436 Perform in Your Life 493 Create a Two-Dimensional Query Using the Perform in Your Career 494 Crosstab Query Wizard 438 Perform in Your Team 495 Using the Crosstab Query Wizard 438 How Others Perform 496 Editing a Crosstab Query 441 Concept Check 444 Key Terms 444 ACCESS BUSINESS UNIT 5 497 Visual Summary 445 CHAPTER 9: Advanced Form Settings and Form Types 498 Practice 1 446 PREPARE CASE: Enhancing at the Red Bluff Golf Problem Solve 1 448 Course & Pro Shop Database 498 Perform 449 Using the Query by Form (QBF) Technique 499 Perform in Your Life 449 Develop the Query by Form Technique 499 Opening the Starting File 499 CHAPTER 8: Action Queries and Advanced Examining the QBF Query 499 Relationships 451 Creating an Unbound Form 500 PREPARE CASE: The Turquoise Oasis Sap: Adding Text Boxes for Criteria 501 Understanding Action Queries 451 Adding a Combo Box for Criteria 503 Define Parameter Field Properties 504 Understanding Action Queries 452 Editing the Name Property 504 Create a New Table Using a Make Editing the Width Property 506 Table Query 452 Incorporating a Default Value 506 Opening the Starting Files 453 Using an Input Mask to Control Data Entry 507 Creating a Make Table Query 453 Modify the Query to Use the Form Fields as Running a Make Table Query 454 Criteria 508 Append Data to a Table 457 Using the Expression Builder to Refer to Form Creating an Append Query 457 Fields as Criterion 508 Running an Append Query 458 Incorporating Wildcards into Criteria with Form Fields 511 Edit and Delete Data 459 Finalize and Test the Query by Form 512 Working with Update Queries 459 Adding a Button to the Form to Run the Query 513 Creating Complex Update Queries 461 Testing the Query by Form Technique 514 Create, Test, and Run Delete Queries 465 Enhancing the Usability of Bound Forms 515 Creating Simple Delete Queries 465 Enhance a Bound Form 515 Building Complex Delete Queries 466 Creating a Bound Form 515 Advanced Relationships Using Multiple Tables 470 Making Changes in Layout View 516 Create Inner Joins 470 Modify the Form Property Sheet 517 Creating an Inner Join Query 470 Disabling a Field in a Form 519 Create Outer Joins 471 Changing Default Values for a Field 520 Creating an Outer Join Query 472 Using Dates and Calculations as Default Values 521 Use the Find Unmatched Query Wizard 474 Changing Properties of the Form 524 Creating a Find Unmatched Data Query 474 Displaying the Date Picker 525

x Contents

A01_KINS1969_01_SE_FM.indd 10 11/01/19 9:47 PM Using Advanced Form Modification 526 Use the Group, Sort, and Total Pane 576 Modify the Form Header 526 Changing Group, Sort, and Total Options 576 Adding a Logo to the Form Header 527 Hiding Details on a Summary Report 578 Adding the Date and Time to the Form Header 528 Add Labels and Shapes to a Report 580 Modify the Form in Design View 529 Adding Labels to a Report 580 Adding and Stacking Fields 530 Adding a Horizontal Line to a Report 581 Changing Tab Order 531 Modify Calculated Fields in a Report 582 Adding a COUNT Calculated Field 532 Modifying Existing Calculated Fields 582 Adding a SUM Calculated Field 534 Creating Parameter Reports 583 Adding Fields from a Subform to the Main Form 535 Create a Parameter Report 584 Adding a Combo Box to Find a Record 537 Creating a Report from a Parameter Query 584 Anchoring Controls 538 Creating a Form for Entering Parameters 584 Adding Shapes to a Form 539 Modifying a Query to Use New Form Fields 586 Adding Record Navigation Buttons 540 Modifying a Report to Use New Form Fields 588 Adding Form Operations Buttons 542 Adding Report Buttons to a Form 590 Editing Actions of Form Operations Buttons 543 Use Conditional Formatting in a Report 591 Aligning Buttons 544 Adding Conditional Formatting to a Report 591 Turning Off the Navigation Buttons 544 Creating Labels 593 Creating Advanced Forms 546 Create Mailing Labels 593 Create Specialized Forms 546 Creating Mailing Labels 593 Creating a Multiple Items Form 546 Adding Mailing Label Buttons to a Form 595 Create a Multipage Form Using Tab Controls 547 Adding a Tab Control 547 Concept Check 598 Inserting Tab Pages and Changing Tab Captions 549 Key Terms 598 Inserting Existing Fields in a Tab Page 550 Visual Summary 599 Rearranging, Moving, and Resizing the Tab Control 552 Practice 1 600 Concept Check 554 Problem Solve 1 604 Key Terms 554 Perform 605 Perform in Your Career 605 Visual Summary 555 Practice 1 557 ACCESS BUSINESS UNIT 5 CAPSTONE 607 Problem Solve 1 560 More Practice 1 607 Perform 562 Problem Solve 1 610 Perform in Your Career 562 Problem Solve 2 613 Perform 615 CHAPTER 10: Advanced Reports and Mailing Perform in Your Life 615 Labels 564 Perform in Your Career 616 PREPARE CASE: Enhancing Database Reports Perform in Your Team 617 at the Red Bluff Golf Club 564 How Others Perform 619 Creating Customized Reports 565 Use the Summary Options in Report Wizard 566 ACCESS BUSINESS UNIT 6 621 Opening the Starting File 566 Adding Subtotals and Totals Using the Summary CHAPTER 11: Develop Navigation Forms Options 566 and the User Interface 622 Modify the Report in Design View 568 PREPARE CASE: The Turquoise Oasis Spa Selecting and Modifying Controls in Database: Creating a User Interface 622 Design View 570 Moving, Modifying, and Aligning Controls in Creating Navigation Forms 623 Design View 571 View a Navigation Form 623 Change Report Properties 572 Opening the Starting File 623 Modifying the Hide Duplicates Property 573 Opening and Using Navigation Forms 624 Add and Remove Fields from a Report 574 Create a Navigation Form 625 Removing Fields from a Report 574 Using a Predefined Layout to Create a Navigation Adding Fields to a Report 574 Form 625

Contents xi

A01_KINS1969_01_SE_FM.indd 11 11/01/19 9:47 PM Modify a Navigation Form 626 Create Macros That Run When the Database Adding Objects to a Navigation Form 627 Opens 676 Deleting an Object from a Navigation Form 627 Creating an AutoExec Macro 676 Moving an Object on a Navigation Form 628 The Benefits of Embedded Macros 678 Modifying the Appearance of Buttons on a Improve the Functionality of Forms and Navigation Form 629 Reports 680 Refining the User Interface 630 Embedding a Macro to Improve User Experience 680 Create a Main Menu 632 Embedding a Macro to Increase Functionality 682 Creating a Main Menu Navigation Form 634 Implement Complex Business Rules with Data Adding an Image to the Main Menu 635 Macros 684 Add Command Buttons to the Navigation Form 635 Creating a Data Macro 685 Creating Command Buttons on a Form for Navigation 636 Concept Check 688 Removing Navigation Buttons and Record Selectors on a Form 639 Key Terms 688 Set Start-Up Display Options and Test the Visual Summary 689 Application 640 Practice 1 690 Making Changes to the Start-Up Options 640 Viewing the User Interface as a User 644 Problem Solve 1 691 Concept Check 645 Perform 693 Perform in Your Career 693 Key Terms 645 ACCESS BUSINESS UNIT 6 CAPSTONE 694 Visual Summary 646 Practice 1 647 More Practice 1 694 Problem Solve 1 650 Problem Solve 1 697 Perform 651 Problem Solve 2 698 Perform in Your Life 651 Perform 699 Perform in Your Life 699 Perform in Your Career 701 CHAPTER 12: Create a Refined User Experience Perform in Your Team 702 with Macros 653 How Others Perform 703 PREPARE CASE: The Turquoise Oasis Spa Database: Automating Tasks and Increasing Functionality 653 Understanding the Purpose of Macros 654 ACCESS BUSINESS UNIT 7 705 Modify Database Settings for Protection CHAPTER 13: Use VBA in Access 706 from Macro Viruses 654 PREPARE CASE: The Red Bluff Golf Course & Opening the Starting File 654 Pro Shop Putts for Paws Charity Database 706 Creating a Trusted Location 655 Introducing VBA Basics 707 Understand the Macro Designer 657 Opening and Viewing the Macro Designer 657 Understand the Functionality of VBA in Access 707 Editing a Macro 659 Convert an Existing Macro to VBA 707 Printing a Macro 661 Opening the Starting File 708 Understand How to Test and Troubleshoot Converting an Existing Macro to VBA 708 Macros 662 Opening the Converted Macro in the Visual Basic Editor 709 Single Stepping through a Macro 662 Edit and Structure VBA Procedures 711 Increase Efficiency and Usability of a Database Examining the DoCmd Object and Breaking a by Automating Tasks 665 Statement 712 Improve Database Design and Function by Examine the TransferSpreadsheet Method 712 Automating Manual Processes 666 Understanding the FileDialog Object 714 Exporting Database Objects Using Macros 666 Adding the FileDialog Object to the Procedure 716 Reduce Processing Time by Combining Using the With Statement 718 Routine Tasks 668 Using If Statements in VBA 719 Automating an Import and Update Process 668 Create and Use Loops in VBA 721 Create Macro Groups 672 Creating For Loops 721 Creating a Macro Group 672 Using a Call Statement to Run a Procedure 723 Creating a Key-Assignment Macro 674 Testing a Procedure 724

xii Contents

A01_KINS1969_01_SE_FM.indd 12 11/01/19 11:47 PM Adding VBA to an Access Database 725 Prepare a Database for Multiple Users 756 Create VBA Procedures 725 Linking Tables 756 Adding a Command Button to a Form 725 Adding and Viewing Data in a Linked Table 757 Using the Me Keyword in a Procedure 727 Using the Database Splitter 758 Use Comments to Document VBA Using the Linked Table Manager 760 Procedures 728 Encrypt a Database with Passwords 762 Using the Edit Toolbar 728 Encrypting and Setting a Database Password 762 Adding Comments to a Procedure 729 Setting the User’s Experience 763 Debug and Add Error Handling to a Modify the Start-up Options in a Database 763 Procedure 730 Using Special Keys 764 Adding Error Handling to a Procedure 731 Setting Start-up Preferences 764 Compiling and Securing Your VBA 733 Testing the Start-up Settings 767 Compile VBA Modules 733 Describe Different Strategies for Compiling VBA Modules to Identify VBA Errors 733 Implementation 768 Secure VBA in a Database 735 Concept Check 770 Creating an .accde File 736 Key Terms 770 Testing the .accde Database 736 Protecting VBA in a Database with a Password 738 Visual Summary 771 Concept Check 740 Practice 1 772 Key Terms 740 Problem Solve 1 774 Visual Summary 741 Perform 775 Perform in Your Life 775 Practice 1 742 ACCESS BUSINESS UNIT 7 CAPSTONE 776 Problem Solve 1 744 More Practice 1 776 Perform 745 Perform in Your Career 745 Problem Solve 1 779 Problem Solve 2 781 CHAPTER 14: Implement your Database 747 Perform 782 PREPARE CASE: The Red Bluff Golf Course & Pro Perform in Your Career 782 Shop Putts for Paws Charity Database 747 Perform in Your Life 783 Perform in Your Team 784 Implementing a Database 748 How Others Perform 785 Understand Shared and Exclusive Modes to Access a Database 748 APPENDIX A: Normalize a Database for Opening the Starting File 748 Effective Design 787 Opening a Database with Exclusive Access 749 Prepare a Database for a Single User 749 APPENDIX B: Access Microsoft Certification Using the Performance Analyzer 749 Reference 811 Making Changes to a Database to Improve GLOSSARY 815 Performance 751 Making Changes to a Database with the Performance INDEX 824 Analyzer 752 Understand Compatibility between Different Versions of Access 754 Saving an Access Database as a Previous Version 754

Contents xiii

A01_KINS1969_01_SE_FM.indd 13 11/01/19 11:48 PM Acknowledgments

The Your Office team would like to thank the following reviewers who have invested time and energy to help shape this series from the very beginning, providing us with invaluable feedback through their comments, suggestions, and constructive criticism.

We’d like to thank all of our conscientious reviewers, including those who contributed to our previous editions:

Sven Aelterman Peggy Burrus Beth Deinert Troy University Red Rocks Community College Southeast Community College Nitin Aggarwal Richard Cacace Kathleen DeNisco San Jose State University Pensacola State College Erie Community College Heather Albinger Margo Chaney Donald Dershem Waukesha County Technical College Carroll Community College Mountain View College Angel Alexander Shanan Chappell Sallie Dodson Piedmont Technical College College of the Albemarle, North Carolina Radford University Melody Alexander Kuan-Chou Chen Joseph F. Domagala Ball State University Purdue University, Calumet Duquesne University Karen Allen David Childress Bambi Edwards Community College of Rhode Island Ashland Community and Technical Craven Community College ­College Maureen Allen Elaine Emanuel Elon University Keh-Wen Chuang Mt. San Antonio College Purdue University North Central Wilma Andrews Diane Endres Virginia Commonwealth University Suzanne Clayton Ancilla College Drake University Mazhar Anik Nancy Evans Owens Community College Amy Clubb Indiana University, Purdue University, Portland Community College Indianapolis David Antol Harford Community College Bruce Collins Christa Fairman Davenport University Arizona Western College Kirk Atkinson Western Kentucky University Linda Collins Marni Ferner Mesa Community College University of North Carolina, Wilmington Barbara Baker Indiana Wesleyan University Margaret Cooksey Paula Fisher Tallahassee Community College Central New Mexico Community College Lynn Baldwin Madison College Charmayne Cullom Linda Fried University of Northern Colorado University of Colorado, Denver Kristi Berg Minot State University Christy Culver Diana Friedman Marion Technical College Riverside Community College Kavuri Bharath Old Dominion University Wanda Curtsinger Susan Fry Texas A&M Boise State University Ann Blackman Parkland College Juliana Cypert Virginia Fullwood Tarrant County College Texas A&M University, Commerce Jeanann Boyce Montgomery College Harold Davis Janos Fustos Southeastern Louisiana University Metropolitan State College of Denver Lynn Brooks Tyler Junior College Jeff Davis John Fyfe Jamestown Community College University of Illinois at Chicago Cheryl Brown Delgado Community College Jennifer Day Saiid Ganjalizadeh West Bank Campus Sinclair Community College The Catholic University of America Bonnie Buchanan Anna Degtyareva Randolph Garvin Central Ohio Technical College Mt. San Antonio College Tyler Junior College

xiv Acknowledgments

A01_KINS1969_01_SE_FM.indd 14 11/01/19 9:47 PM Diane Glowacki Margaret Hvatum Stephen Larson Tarrant County College St. Louis Community College Meramec Slippery Rock University Jerome Gonnella Jean Insinga Frank Lee Northern Kentucky University Middlesex Community College Fairmont State University Lorie Goodgine Kristyn Jacobson Luis Leon Tennessee Technology Center in Paris Madison College The University of Tennessee at Connie Grimes Jon (Sean) Jasperson Chattanooga Morehead State University Texas A&M University Freda Leonard Debbie Gross Glen Jenewein Delgado Community College Ohio State University Kaplan University Karen Leskoven Babita Gupta Gina Jerry Baylor University California State University, Santa Monica College Julie Lewis Monterey Bay Dana Johnson Baker College, Allen Park Lewis Hall North Dakota State University Suhong Li Riverside City College Mary Johnson Bryant Unversity Jane Hammer Mt. San Antonio College Valley City State University Renee Lightner Penny Johnson Florida State College Marie Hartlein Madison College Montgomery County Community John Lombardi Linda Johnsonius College South University Murray State University Darren Hayes Rhonda Lucas Carla Jones Pace University Spring Hill College Middle Tennessee State University Paul Hayes Adriana Lumpkin Susan Jones Eastern New Mexico University Midland College Utah State University Mary Hedberg Lynne Lyon Nenad Jukic Johnson County Community College Durham College Loyola University, Chicago Lynda Henrie Nicole Lytle Sali Kaceli LDS Business College California State University, Philadelphia Biblical University San Bernardino Deedee Herrera Sue Kanda Dodge City Community College Baker College of Auburn Hills Donna Madsen Kirkwood Community College Marilyn Hibbert Robert Kansa Salt Lake Community College Macomb Community College Susan Maggio Jan Hime Community College of Baltimore Susumu Kasai County University of Nebraska, Lincoln Salt Lake Community College Cheryl Hinds Michelle Mallon Linda Kavanaugh Ohio State University Norfolk State University Robert Morris University Mary Kay Hinkson Kim Manning Debby Keen Tallahassee Community College Fox Valley Technical College University of Kentucky Paul Martin Margaret Hohly Mike Kelly Harrisburg Area Community College Cerritos College Community College of Rhode Island Cheryl Martucci Brian Holbert Melody Kiang Spring Hill College California State University, Diablo Valley College Long Beach Susan Holland Sebena Masline Southeast Community College Lori Kielty Florida State College of Jacksonville College of Central Florida Anita Hollander Sherry Massoni University of Tennessee, Knoxville Richard Kirk Harford Community College Pensacola State College Emily Holliday Lee McClain Campbell University Dawn Konicek Western Washington University Blackhawk Tech Stacy Hollins Sandra McCormack St. Louis Community College John Kucharczuk Monroe Community College Florissant Valley Centennial College Sue McCrory Mike Horn Anthony Lapes Missouri State University State University of New York, Geneseo Baylor University Joan McGrory Christie Hovey David Largent Southwest Tennessee Community Lincoln Land Community College Ball State University ­College

Acknowledgments xv

A01_KINS1969_01_SE_FM.indd 15 11/01/19 9:47 PM Barbara Miller Rose Pollard Asela Thomason University of Notre Dame Southeast Community College California State University Long Beach Pati Milligan Stephen Pomeroy Nicole Thompson Baylor University Norwich University Carteret Community College Johnette Moody Leonard Presby Terri Tiedeman Arkansas Tech University William Paterson University Southeast Community College, Nebraska Michael O. Moorman Donna Reavis Lewis Todd Saint Leo University Delta Career Education Belhaven University Kathleen Morris Eris Reddoch Barb Tollinger University of Alabama Pensacola State College Sinclair Community College Alysse Morton James Reddoch Allen Truell Westminster College Pensacola State College Ball State University Michael Redmond Elobaid Muna Erhan Uskup La Salle University University of Maryland Eastern Shore Houston Community College Terri Rentfro Johnna Murray Lucia Vanderpool John A. Logan College University of Missouri - St. Louis Baptist College of Health Sciences David Reva Leigh Mutchler Kalamazoo Valley Community College Michelle Vlaich-Lee James Madison University Greenville Technical College Vicki Robertson Jackie Myers Southwest Tennessee Community Barry Walker Sinclair Community College ­College Monroe Community College Russell Myers Jennifer Robinson Rosalyn Warren El Paso Community College Trident Technical College Enterprise State Community College Bernie Negrete Dianne Ross Sonia Washington Cerritos College University of Louisiana at Lafayette Prince George’s Community College John Nelson Ann Rowlette Eric Weinstein Texas Christian University Liberty University Suffolk County Community College Melissa Nemeth Amy Rutledge Jill Weiss Indiana University, Purdue University, Oakland University Florida International University Indianapolis Candace Ryder Lorna Wells Jennifer Nightingale Colorado State University Salt Lake Community College Slippery Rock University Joann Segovia Rosalie Westerberg Kathie O’Brien Winona State University Clover Park Technical College North Idaho College Eileen Shifflett Clemetee Whaley Michael Ogawa James Madison University Southwest Tennessee Community College University of Hawaii Sandeep Shiva Kenneth Whitten Janet Olfert Old Dominion University Florida State College of Jacksonville North Dakota State University Robert Sindt MaryLou Wilson Rene Pack Johnson County Community College Piedmont Technical College Arizona Western College Cindi Smatt John Windsor Patsy Parker Texas A&M University University of North Texas Southwest Oklahoma State Unversity Edward Souza Kathy Winters Laurie Patterson Hawaii Pacific University University of Tennessee, Chattanooga University of North Carolina, Wilmington Nora Spencer Nancy Woolridge Fullerton College Fullerton College Alicia Pearlman Baker College Alicia Stonesifer Jensen Zhao La Salle University Ball State University Diane Perreault Sierra College and California State Jenny Lee Svelund Martha Zimmer University, Sacramento University of Utah University of Evansville Theresa Phinney Cheryl Sypniewski Molly Zimmer Texas A&M University Macomb Community College University of Evansville Vickie Pickett Arta Szathmary Mary Anne Zlotow Midland College Bucks County Community College College of DuPage Marcia Polanis Nasser Tadayon Matthew Zullo Forsyth Technical Community College Southern Utah University Wake Technical Community College

xvi Acknowledgments

A01_KINS1969_01_SE_FM.indd 16 11/01/19 9:47 PM Special thanks to our content development and technical team:

Lynn Bowen Morgan Hetzler Janet Pickard Technical Editor Technical Editor Technical Editor Lisa Bucki Elizabeth Lockley Joyce Nielsen Technical Editor Technical Editor Technical Editor Lori Damanti Technical Editor

Additionally, we’d like to thank our MyLab IT team for their review and collaboration with our text authors:

LeeAnn Bates Jennifer Hurley Ralph Moore MyLab IT content author MyLab IT content author MyLab IT content author Becca Golden Kevin Marino Jerri Williams Media Producer MyLab IT content author MyLab IT content author

Acknowledgments xvii

A01_KINS1969_01_SE_FM.indd 17 11/01/19 9:47 PM Preface

The Your Office Series and You Your Office is Pearson’s business-focused Office applications series that teaches problem solving for business and beyond. In this edition, the Your Office experience focuses even more on critical thinking to help you learn to use Microsoft Office to solve problems and make decisions in the real world. With an emphasis on improving the connection with MyLab IT Grader, Mac compatibility, critical thinking, and continual updates to stay in sync with the changing Microsoft Office 365, theYour Office series offers you the most usable, current, and beneficial learning experience ever. The goal of Your Office is to illustrate how different parts of a realistic business utilize Office applications to approach business problems and respond to business needs. You will become skilled and efficient—a master of Microsoft Excel and Access, learning how to utilize these applications as tools to help you succeed now and in the future. Through using the resources in this series, you will learn how to make Microsoft Office Your Office.

New To This Edition Continual eText Updates: This edition of Your Office is written to Microsoft Office 365®, which is constantly updating. To stay current with the software, we are committed to twice-annual updates of the eText and Content Updates document available as an instruc- tor resource for text users.

Improved Grader Experience: Students and instructors have the best experience with Your Office by using the Grader projects along with the text. Our authors made it a point to improve the one-to-one nature of the Graders and cases within the book, even includ- ing a Grader Heads Up feature to alert students to potential differences between the two.

Focus on Mac: Mac usage is growing, and even outstripping PC usage at some four-year institutions. In response, new features such as Mac Troubleshooting and the new Mac appendix help ensure Mac users have a flawless experience usingYour Office.

Prebuilt Learning Modules: Prebuilt inside MyLab IT, these make course setup a snap. The modules are based on research and instructor best practices, and can be easily cus- tomized to meet your course requirements.

Critical Thinking Modules: Prebuilt inside MyLab IT, these pair a Grader project with a Critical Thinking quiz that requires students to first complete a hands-on project, then reflect on what they did and the data or information they interacted with, to answer a series of objective Critical Thinking questions. These are offered at the chapter and busi- ness unit level for regular practice, as well as at the application level where students can earn a Critical Thinking badge.

What’s New for MyLab IT Graders Graders with WHY: All Grader project instructions now incorporate the scenario and the WHY to help students critically think and understand why they’re performing the steps in the project.

xviii Preface

A01_KINS1969_01_SE_FM.indd 18 11/01/19 9:47 PM Prepare Case Graders: These existing Prepare Case Graders are built to be more instructional and feature Learning Aids such as Read (eText), Watch (video), and Practice (guided simulation) in the Grader report to help students learn, remediate, and resubmit.

Auto-graded Critical Thinking Quizzes: • Application Capstones that allow students to earn a Critical Thinking badge • Chapter-level quizzes for each Problem Solve Assessment Grader project • Business Unit-level quizzes for one Problem Solve Assessment Grader

Improved Mac Compatibility in Graders: All Graders are tested for Mac compatibility and any that can be made 100 percent Mac compatible are identified in the course. This excludes Access projects as well as any that use functionality not available in Mac Office.

Autograded Integrated Grader Projects: Based on discipline-specific integrated proj- ects, covering Word, Excel, PowerPoint, and Access in various combinations.

Final Solution Image: Included with Grader student downloads, a final output image allows students to visualize what their solution should look like.

The Your Office Series and MyLab IT The Your Office series has offered instructors a real-world, problem-solving approach to teaching Microsoft Office since 2011. With a hallmark realistic global business scenario that introduces students to the Painted Paradise Resort & Spa throughout multiple appli- cations, students get a real-world sense of how Office is used in an organization. With an emphasis on critical thinking and problem solving, students learn valuable skills about not just how to use Microsoft Office tools, but also when and how best to apply them to solving business problems. In this edition, the pairing of the text with MyLab IT Graders, Critical Thinking modules, and Resources as a fully complementary program allows stu- dents and instructors to get the very most out of their use of the Your Office series. To maximize student results, we recommend pairing the text content with MyLab IT, which is the teaching and learning platform that empowers you to reach every student. By combining trusted author content with digital tools and a flexible platform, MyLab IT personalizes the learning experience and improves results for each student. MyLab IT delivers trusted content through easy-to-use prebuilt Learning modules that promote effective learning. Through an authentic learning experience, students become profi- cient in Microsoft Office and become sharp critical thinkers, developing essential skills employers seek.

Solving Teaching and Learning Challenges Practice and Feedback: What do I do when I get stuck or need more practice? MyLab IT features Integrated Learning Aids within the Grader reports, allowing stu- dents to choose to Read (via the eText), Watch (via an author-created hands-on video), or Practice (via a guided simulation) whenever they get stuck. MyLab IT offers Grader project reports for coaching, remediation, and defensible grading. Score Card Detail allows you to easily see where students were scored correctly or incorrectly, pointing out how many points were deducted on each step. The Live Comments report allows you and the students to see the actual files the student submitted with markups/comments on what they missed.

Preface xix

A01_KINS1969_01_SE_FM.indd 19 11/01/19 9:47 PM Application, motivation, and employability skills: Why am I taking this course and will this help me get a job? Students want to know that what they’re doing in this class is setting them up for their ultimate goal—to get a job. With an emphasis on employability skills like critical thinking and other soft skills, digital badges to prove student proficiency in Microsoft skills as well as critical thinking, and MOS certification practice materials in MyLab IT, the Your Office series is putting students on the path to differentiate themselves in the job market, find a job that values their skills, and land that job when they leave school.

Application: How do I get students to apply what they’ve learned in a meaning-ful way? The Your Office series and MyLab IT offer instructors the ability to provide students with authentic formative and summative assessments. The Grader projects allow students to gain real-world context as they work live in the application, applying both an under- standing of how and why to perform certain skills to complete a project. New Critical Thinking quizzes require students to demonstrate their understanding of why, by answering questions that force them to analyze and interpret the project they worked on to answer a series of objective questions. The hallmark Global Business scenario woven through all chapters and applications requires students to apply their knowledge in a realistic way to a series of cases focused on the same company.

Ease of use: I need a course solution that is easy to use for both myself and my students. MyLab IT 2019 is the easiest and most accessible in its history. With new prebuilt learning modules and Critical Thinking modules, course setup is simple! The inclusion of new features such as a helpful AI chatbot and in-product Appcues that walk both students and instructors through key workflows helps ensure everyone gets up to speed quickly. LMS integration capabilities allow users to seamless access to MyLab IT with single sign-on, grade sync, and asset-level deep linking. Continuing a focus on accessibility, MyLab IT includes an integrated accessibility toolbar with translation feature for students with disabilities, as well as a virtual keyboard that allows students to complete keyboard actions entirely on screen for those who choose to use simulations. And with an enhanced focus on Mac compatibility with even more Mac compatible Grader projects, the Your Office series makes it easy to deliver a course to students using both PCs and Macs.

Developing Employability Skills High-demand Office skills are taught to help students gain these skills and prepare for the Microsoft Office Certification exams (MOS). The MOS objectives are covered throughout the content, and an MOS Objective appendix provides clear mapping of where to find each objective. Practice exams in the form of Graders and simulations are available in MyLab IT. Digital badges are available for students in introductory and advanced Microsoft Excel and Access. This digital credential is issued to students upon successful completion (90%+ score) of an Application Capstone Badging Grader project. MyLab IT badges provide verified evidence that learners have demonstrated specific skills and competen- cies using Microsoft Office tools in a real project and help distinguish students within the job pool. Badges are issued through the Acclaim system and can be placed into a

xx Preface

A01_KINS1969_01_SE_FM.indd 20 11/01/19 9:47 PM LinkedIn ePortfolio, posted on social media (Facebook, Twitter), and/or included in a resume. Badges include relevant tags that allow students to be discoverable by potential employers, as well as search for jobs for which they are qualified. “The badge is a way for employers to actually verify that a potential employee is actually somewhat fluent with Excel.” Bunker Hill Community College Student The new Critical Thinking badge in MyLab IT for 2019 provides verified evidence that learners have demonstrated the ability to not only complete a real project, but also analyze and problem solve using Microsoft Office applications. Students prove this by completing an objective quiz that requires them to critically think about the project, interpret data, and explain why they performed the actions they did in the project. Critical Thinking is a hot button issue at many institutions and is highly sought after in job candidates, allowing students with the Critical Thinking badge to stand out and prove their skills. Soft Skills videos are included in MyLab IT for educators who want to emphasize key employability skills such as accepting criticism and being coachable, customer service, and resume and cover letter best practices.

Preface xxi

A01_KINS1969_01_SE_FM.indd 21 11/01/19 9:47 PM Key Features

The Outcomes focus allows students and instructors to focus on higher-level learning goals and how those can be achieved through particular objectives and skills. • Outcomes are written at the course level and the business unit level. • Chapter Objectives list identifies the learning objectives to be achieved as students work through the chapter. Page numbers are included for easy reference. These are revisited in the Concepts Check at the end of the chapter. • MOS Certification Guide for instructors and students directs anyone interested in prepping for the MOS exam to the specific series resources to find all content required for the test.

Business Application Icons The real-world focus reminds students that what they are learning is practical and useful the minute they leave the . • Real World Success features in the chapter opener share anecdotes from real former students, describing how knowledge of Office has helped them be successful in their Customer Finance & lives. Service Accounting • Real World Advice boxes offer notes on best practices for general use of important Office skills. The goal is to advise students as a manager might in a future job. • Business Application icons appear with every case in the text and clearly identify which business application students are being exposed to (finance, marketing, opera- General Human tions, and so on). Business Resources • Real World Interview Video icons appear with the Real World Success story in the business unit. Each interview features a real businessperson discussing how he or she actually uses the skills in the chapter on a day-to-day basis.

Features for active learning help students learn by doing and immerse them in the Information Production & business world using Microsoft Office. Technology Operations • Blue boxes represent the hands-on portion of the chapter and help students quickly identify what steps they need to take to complete the chapter Prepare Case. This material is easily distinguishable from explanatory text by the blue-shaded back- ground. Sales & Research & • Starting and ending files appear before every case in the text. Starting files identify Marketing Development exactly which student data files are needed to complete each case. Ending files are provided to show students the naming conventions they should use when saving their files. Each file icon is color coded by application.

Real World Blue Box Videos • Side Note conveys a brief tip or piece of information aligned visually with a step in Interview Video the chapter, quickly providing key information to students completing that particu- lar step. • Consider This offers critical thinking questions and topics for discussion, set apart as a boxed feature, allowing students to step back from the project and think about Soft Skills the application of what they are learning and how these concepts might be used in the future. • Soft Skills icons appear with other boxed features and identify specific places where students are being exposed to lessons on soft skills.

xxii Key Features

A01_KINS1969_01_SE_FM.indd 22 11/01/19 9:47 PM Study aids help students review and retain the material so they can recall it at a moment’s notice. • Quick Reference boxes summarize generic or alternative instructions on how to accomplish a task. This feature enables students to quickly find important skills. • Concept Check review questions, which appear at the end of the chapter, require students to demonstrate their understanding of the objectives. • Visual Summary offers a review of the objectives learned in the chapter using images from the completed solution file, mapped to the chapter objectives with callouts and page references, so students can easily find the section of text to refer to for a refresher. • MyLab IT™ icons identify which cases from the book match those in MyLab IT™. MyLab IT Grader • Blue Box Video icons appear with each Active Text box and identify the brief video, demonstrating how students should complete that portion of the Prepare Case.

Extensive cases allow students to progress from a basic understanding of Office through to proficiency. • Chapters all conclude with Practice, Problem Solve, and Perform Cases to allow full mastery at the chapter level. Alternative versions of these cases are available in Instructor Resources. • Business Unit Capstones all include More Practice, Problem Solve, and Perform Cases that require students to synthesize objectives from the two previous chapters to extend their mastery of the content. Alternative versions of these cases are available in Instructor Resources. • More Grader Projects are offered with this edition, including Prepare cases as well as Problem Solve cases at both the chapter and business unit capstone levels.

Key Features xxiii

A01_KINS1969_01_SE_FM.indd 23 11/01/19 9:47 PM Resources

Instructor Teaching Resources

Supplements available to instructors Features of the Supplement at www.pearsonhighered.com Instructor’s Manual Available for each chapter and includes: • List of all Chapter Resources, File Names, and Where to Find • Chapter Overview • Class Run-Down • Key Terms • Discussion Questions • Teaching Notes • Additional Web Resources • Cases with File Names • Solutions to Concepts Check Questions AACSB and Business Application A mapping spreadsheet to help you identify content to emphasize key Mapping AACSB requirements or focus on key business applications. The spreadsheet lists all features and cases in every chapter that: • Demonstrate AACSB Learning Standards including: • Multicultural and diversity understanding • Reflective thinking skills • Communication abilities • Use of information technology • Analytical thinking skills • Ethical understanding and reasoning • Identifies the business area/application used, including: • Sales & Marketing • Information Technology • General Business • Human Resources • Finance & Accounting • Production & Operations Solutions Files, Annotated Solution • Available for all cases with definitive solutions Files, Scorecards • Annotated Solution Files in PDF feature call outs to enable easy grading • Scorecards to allow for easy scoring for hand-grading all cases with definitive solutions, with all adding up to 100 points and points being divided by step Rubrics For Perform Cases without a definitive solution. Available in Microsoft Word format, enabling instructors to customize the assignments for their classes Test Bank Approximately 75–100 total questions per chapter, made up of multiple- choice, true/false, and matching. Questions include these annotations: • Correct Answer • Difficulty level • Learning objective Alternative versions of the Test Bank are available for the following LMS: Blackboard CE/Vista, Blackboard, Desire2Learn, , , and Canvas

xxiv Resources

A01_KINS1969_01_SE_FM.indd 24 11/01/19 9:47 PM Supplements available to instructors Features of the Supplement at www.pearsonhighered.com Computerized TestGen TestGen allows instructors to: • Customize, save, and generate classroom tests • Edit, add, or delete questions from the Test Item Files • Analyze test results • Organize a database of tests and student results PowerPoint Presentations PowerPoints for each chapter cover key topics, feature key images from the text, and include detailed speaker notes in addition to the slide content. PowerPoints meet accessibility standards for students with disabilities. Features include, but are not limited to: • Keyboard and Screen Reader access • Alternative text for images • High-color contrast between background and foreground colors Scripted Lectures • A lecture guide that provides the actions and language to help demon- strate skills from the chapter • Follows the activity similar to the Prepare Case but with an alternative scenario and data files Prepared Exams • An optional hands-on project that can be used to assess students’ ability to perform the skills from each chapter, each business unit, or across all chapters in an application • Each Prepared Exam folder includes the needed data files, instruction file, solution, annotated solution, and scorecard. Additional Problem • Additional Problem Solve cases that allow instructors to swap out cases Solve Cases from semester to semester, available at the chapter and business unit level • Each additional case folder includes the needed data files, instruction file, solution, annotated solution, and scorecard Outcome & Objective Maps • Available for each chapter to help you determine what to assign • Includes every case and identifies which outcomes, objectives, and skills are included from the chapter MOS Mapping, MOS Online • Based on the Office 2019 MOS Objectives Appendix • Includes a full mapping of where each objective is covered in the materials • For any content not covered in the textbook, additional material is available in the online appendix document Transition Guide A detailed spreadsheet that provides a clear mapping of content from Your Office to Your Office Microsoft Office 365, 2019 Edition Content Updates Guide A living document that features any changes in content based on Microsoft Office 365 changes as well as any errata Sample Syllabus Syllabus templates set up for 8-week, 12-week, and 16-week courses Answer Keys for Concept Checks Answer keys for each objective question type from each chapter Answer Keys and Guide for Critical Answer keys for each Critical Thinking objective quiz from each chapter, Thinking Quizzes business unit, and application

Resources xxv

A01_KINS1969_01_SE_FM.indd 25 11/01/19 9:47 PM Student Resources

Supplements available to students at Features of the Supplement www.pearsonhighered.com/youroffice Student Data Files All data files needed for the following cases, organized by chapter: • Prepare Case • Practice Case • Problem Solve Case • Perform Case MOS Certification Material • Based on the Office 2019 MOS Objectives • Includes a full mapping of where each objective is covered in the materials • For any content not covered in the textbook, additional material is available in the online appendix document Video supplements available within Features of the Videos MyLab IT for Your Office Blue Box Videos • Screen capture videos following the action in the blue boxes • Available both as one continuous video to cover the entire Prepare Case as well as in individual videos per blue box Real World Interview Videos • Live action videos interviewing real business professionals about how they use Microsoft Office to be successful in their careers. One per chapter • Complement the Real World Success feature in each Business Unit Soft Skills Videos A video library available in MyLab IT that focuses on a variety of soft skills topics such as interview skills, accepting criticism, and being coachable, resume tips, customer service, and so on

xxvi Resources

A01_KINS1969_01_SE_FM.indd 26 11/01/19 9:47 PM Welcome to the Team! elcome to your new office at Painted Paradise Resort & Spa, where we special- Wize in painting perfect getaways. As the Chief Technology Officer, I am excited to have staff dedicated to the Microsoft Office integration between all the areas of the resort. Our team is passionate about our paradise, and I hope you find this to be your dream position here! Painted Paradise is a resort and spa in New Mexico catering to business people, romantics, families, and anyone who just needs to get away. Inside our resort are many distinct areas. Many of these areas operate as businesses in their own right but must integrate with the other areas of the resort. The main areas of the resort are as follows. • The Hotel is overseen by our Chief Executive Officer, William Mattingly, and is at the core of our business. The hotel offers a variety of accommodations, ranging from individual rooms to a grand villa suite. Further, the hotel offers packages including spa, golf, and special events. Room rates vary according to size, season, demand, and discount. The hotel has discounts for typical groups, such as AARP. The hotel also has a loyalty program where guests can earn free nights based on frequency of visits. Guests may charge anything from the resort to the room. • Red Bluff Golf Course is a private world-class golf course and pro shop. The golf course has services such as golf lessons from the famous golf pro John Schilling and playing packages. Also, the golf course attracts local residents. This requires variety in pricing schemes to accommodate both local and hotel guests. The pro shop sells many retail items online. The golf course can also be reserved for special events and tournaments. These special events can be in conjunction with a wedding, conference, meetings, or other events covered by the event planning and catering area of the resort. • Turquoise Oasis Spa is a full-service spa. Spa services include haircuts, pedi- cures, massages, facials, body wraps, waxing, and various other spa services— typical to exotic. Further, the spa offers private consultation, weight training (in the fitness center), a water bar, meditation areas, and steam rooms. Spa services are offered both in the spa and in the resort guest’s room. Turquoise Oasis Spa uses top-of-the-line products and some house-brand products. The retail side offers products ranging from candles to age-defying home treatments. These products can also be purchased online. Many of the hotel guests who fall in love with the house-brand soaps, lotions, candles, and other items appre- ciate being able to buy more at any time. The spa offers a multitude of packages including special hotel room packages that include spa treatments. Local residents also use the spa. So, the spa guests are not limited to hotel guests. Thus, the packages also include pricing attractive to the local community.

3355 Hemmingway Circle • Santa Fe, New Mexico 89566 Painted Paradise xxvii

A01_KINS1969_01_SE_FM.indd 27 11/01/19 9:48 PM • Painted Treasures Gift Shop has an array of items available for purchase, from toiletries to clothes to presents for loved ones back home including a healthy section of kids’ toys for traveling business people. The gift shop sells a small sampling from the spa, golf course pro shop, and local New Mexico culture. The gift shop also has a small section of snacks and drinks. The gift shop has numerous part-time employ- ees including students from the local college. • The Event Planning & Catering area is central to attracting customers to the resort. From weddings to conferences, the resort is a popular destination. The resort has a substantial number of staff dedicated to planning, coordinating, setting up, cater- ing, and maintaining these events. The resort has several facilities that can accom- modate large groups. Packages and prices vary by size, room, and other services such as catering. Further, the Event Planning & Catering team works closely with local vendors for floral decorations, photography, and other event or wedding typical needs. However, all catering must go through the resort (no outside catering permit- ted). Lastly, the resort stocks several choices of decorations, table arrangements, and centerpieces. These range from professional, simple, themed, and luxurious. • Indigo5 and the Silver Moon Lounge, a world-class restaurant and lounge that is overseen by the well-known Chef Robin Sanchez. The cuisine is balanced and modern. From steaks to pasta to local southwestern meals, Indigo5 attracts local patrons in addition to resort guests. While the catering function is separate from the restaurant—though menu items may be shared—the restaurant does support all room service for the resort. The resort also has smaller food venues onsite such as the Terra Cotta Brew coffee shop in the lobby. Currently, these areas are using Office to various degrees. In some areas, paper and pencil are still used for most business functions. Others have been lucky enough to have some technology savvy team members start Microsoft Office Solutions. Using your skills, I am confident that you can help us integrate and use Microsoft Office on a whole new level! I hope you are excited to call Painted Paradise Resort & Spa Your Office.

Looking forward to working with you more closely!

Aidan Matthews Aidan Matthews Chief Technology Officer

Painted Paradise xxviii

A01_KINS1969_01_SE_FM.indd 28 11/01/19 9:48 PM Dear Students, If you want an edge over the competition, make it personal. Whether you love sports, travel, the stock market, or ballet, your passion is personal to you. Capitalizing on your passion leads to success. You live in a global marketplace, and your competition is global. The honors students in China exceed the total number of students in North America. Skills can help set you apart, but passion will make you stand above. Your Office is the tool to harness your passion’s true potential. In prior generations, personalization in a professional setting was discouraged. You had a “work” life and a “home” life. As the Series Editor, I write to you about the vision for Your Office from my laptop, on my couch, in the middle of the night when inspiration struck me. My classroom and living room are my office. Life has changed from generations before us. VISION STATEMENT So, let’s get personal. My degrees are not in technology, but chemistry and law. I helped put myself through school by working full time in various jobs, including a successful technology consulting busi- ness that continues today. My generation did not grow up with computers, but I did. My father was a network administrator for the military. So, I was learning to program in Basic before anyone had played Nintendo’s Duck Hunt or Tetris. Technology has always been one of my passions from a young age. In fact, I now tell my husband: Don’t buy me jewelry for my birthday, buy me the latest gadget on the market! In my first law position, I was known as the Office guru to the extent that no one gave me a law assignment for the first two months. Once I submitted the assignment, my supervisor remarked, “Wow, you don’t just know how to leverage technology, but you really know the law, too.” I can tell you novel- sized stories from countless prior students in countless industries who gained an edge from using Office as a tool. Bringing technology to your passion makes you well rounded and a cut above the rest, no matter the industry or position. I am most passionate about teaching, in particular teaching technology. I come from many genera- tions of teachers, including my mother who is a kindergarten teacher. For more than 15 years, I have found my dream job passing on my passion for teaching, technology, law, ­science, music, and life in general at the Kelley School of Business at Indiana University. I have tried to pass on the key to engag- ing passion to my students. I have helped them see what ­differentiates them from all the other bright students vying for the same jobs. Microsoft Office is a tool. All of your competition will have learned Microsoft Office to some degree or another. Some will have learned it to an advanced level. Knowing Microsoft Office is important, but it is also fundamental. Without it, you will not be considered for a position. Today, you step into your first of many future roles bringing Microsoft Office to your dream job working for Painted Paradise Resort & Spa. You will delve into the business side of the resort and learn how to use Your Office to maximum benefit. Don’t let the context of a business fool you. If you don’t think of yourself as a business person, you have no need to worry. Whether you realize it or not, everything is business. If you want to be a nurse, you are entering the health care industry. If you want to be a football player in the NFL, you are entering the business of sports as entertainment. In fact, if you want to be a stay-at-home parent, you are entering the business of a family household where Your Office still gives you an advantage. For example, you will be able to prepare a budget in Excel and analyze what you need to do to afford a trip to Disney World! At Painted Paradise Resort & Spa, you will learn how to make Office yours through four learning levels designed to maximize your understanding. You will Prepare, Practice, and Problem Solve your tasks. Then, you will astound when you Perform your new talents. You will be challenged through Consider This questions and gain insight through Real World Advice. There is something more. You want success in what you are passionate about in your life. It is per- sonal for you. In this position at Painted Paradise Resort & Spa, you will gain your personal competitive advantage that will stay with you for the rest of your life—Your Office. Sincerely, Amy Kinser Series Editor

Vision Statement xxix

A01_KINS1969_01_SE_FM.indd 29 11/01/19 9:48 PM A01_KINS1969_01_SE_FM.indd 30 11/01/19 9:48 PM