MOS Access Expert study materials
MOS Access Expert study resources

MOS Access Expert cheat sheet

MOS Access Expert · Keep the key ideas within reach.

Quick reference

Manage databases

  • Backstage Info > Encrypt with Password applies AES encryption to the whole .accdb; opening the file then requires the password, and removing the password requires entering it once more.

  • Compact and Repair Database shrinks the file, rebuilds indexes, and can recover a corrupted database; Access runs it automatically on close only when the Compact on Close option is enabled.

  • Trust Center settings (File > Options > Trust Center > Trust Center Settings) control whether macros and VBA run: Disable All Macros with Notification blocks code until the Message Bar's Enable Content is clicked.

  • Trusted Locations bypass the Message Bar entirely; files in a trusted folder open with code enabled, so never point a trusted location at a shared or user-writable folder.

  • Database split: Database Tools > Move Data > Access Database splits into a front-end (.accdb with forms, queries, reports) and a back-end (.accdb with tables); use the Linked Table Manager to repoint links.

  • Save As > Make ACCDE compiles VBA into a locked form, removes source code and design changes to forms/reports, and keeps tables and queries editable; ACCDE cannot be reversed to ACCDB.

  • Navigation Options (right-click the Navigation Pane title bar) control category grouping and whether objects are shown as a list, icons, or details; these settings are per-database, not global.

  • Object Dependencies (Database Tools > Object Dependencies) shows which queries, forms, and reports reference a table; it does not track VBA or macro references.

  • Back up with File > Save As or Save & Publish > Save Database As > Back Up Database, which writes a timestamped copy; Access never overwrites the original file during backup.

Quick reference

Create and modify tables

  • Data types and their storage: Short Text up to 255 characters, Long Text up to about 1 GB, Number (Byte 1, Integer 2, Long Integer 4, Double 8 bytes), Date/Time 8 bytes, Currency 8 bytes, AutoNumber 4 bytes (Long Integer or Replication ID).

  • The Field Size property applies only to Number fields; choosing the smallest size that fits the data range reduces file size and speeds joins on that field.

  • Validation Rule syntax uses Access SQL expressions, e.g. Between 0 And 100 or Is Null Or Like "A*"; Validation Text supplies the message shown when the rule fails.

  • A lookup field created with the Lookup Wizard stores a foreign key but displays the related value; the underlying Row Source is a query or value list, and Limit To List blocks values outside the list.

  • Indexed property values are No, Yes (Duplicates OK), and Yes (No Duplicates); a primary key is automatically indexed with no duplicates, and a table can have only one primary key.

  • Composite primary key: select multiple fields in Design View and click Primary Key; the combination must be unique, and each field may still contain duplicates individually.

  • Referential integrity in Relationships requires a unique index (usually the primary key) on the one side; Cascade Update Related Fields and Cascade Delete Related Records propagate changes to the many side.

  • Input Mask uses three sections separated by semicolons: the mask itself, whether to store literal characters (0 stores, 1 does not), and the placeholder character shown while typing.

  • Calculated field data type stores an expression such as [Quantity]*[UnitPrice]; the expression is evaluated at query time, so it cannot reference other calculated fields in the same table.

Quick reference

Create and modify queries

  • Query types: Select, Crosstab, Make Table, Append, Update, and Delete; action queries change data and prompt for confirmation unless SetWarnings False is run in a macro or VBA.

  • Totals query (Design > Totals) exposes the Total row with options Group By, Sum, Avg, Count, Min, Max, StDev, Var, First, Last, Expression, and Where; Where filters rows before grouping and is not displayed.

  • Join types in Design View: inner join (only matching rows), left outer (all rows from the left table plus matches), right outer (all rows from the right table plus matches); double-click the join line to change it.

  • Parameter query: enter a prompt such as [Enter Start Date] in the Criteria row; Access asks at run time, and the parameter inherits the field's data type unless declared with Parameters in SQL view.

  • Crosstab query requires exactly one Row Heading, one Column Heading, and one Value field; the value uses an aggregate such as Sum or Count, and a parameter for the column heading must be declared with PARAMETERS.

  • Top Values property (Design > Return) limits rows after sorting, e.g. Top 10 or Top 10 Percent; ties are included when the Top Values property is paired with a sort on the same field.

  • Update query: add the field to the grid, set Update To to the new value or expression, and run it; omitting Criteria updates every row in the table.

  • Append query maps source fields to destination fields by name or by position; data type mismatches cause the append to fail, and AutoNumber destination fields are skipped in the mapping.

  • Find Duplicates and Find Unmatched Query Wizards build the join and criteria automatically; Find Unmatched uses a left join with Is Null on the right table's key.

Quick reference

Modify forms in layout view

  • Layout View shows live data and lets you move, resize, and delete controls; Design View shows no data and is required to edit control properties, the Record Source, or event procedures.

  • The Field List pane (Add Existing Fields) drags bound fields onto the form; dragging a field onto the form in Layout View adds a bound text box plus its label.

  • Control layout: select controls and use Arrange > Stacked or Tabular to group them; the layout container keeps controls aligned and evenly spaced when the form is resized.

  • To remove a control from a layout without deleting it, right-click the layout border and choose Remove Layout, or drag the control out of the layout group.

  • Tab order is set in Design View with Form Design Tools > Design > Tab Order; it applies to the active section, and the Tab Stop property set to No skips a control.

  • Control Source binds a control to a field or expression; an unbound control has an empty Control Source, and a calculated control uses an expression such as =[Quantity]*[UnitPrice].

  • The form's Record Source can be a table or query; the Default View property (Single, Continuous, Datasheet, Split, Modal, Dialog) controls how the form opens.

  • Split Form shows a datasheet and a form view of the same record simultaneously; the datasheet is set with the Split Form Orientation and Split Form Datasheet properties.

  • Subform control links to a main form through Link Master Fields and Link Child Fields; the subform's Source Object names the form to embed.

Quick reference

Modify reports in layout view

  • Report sections: Report Header and Footer appear once per report; Page Header and Footer appear on every page; Group Header and Footer appear per group; Detail repeats per record.

  • Grouping and Sorting (Report Design Tools > Design > Group & Sort) adds up to 10 sort levels and 4 grouping levels in Access; each group can have a Header Section and Footer Section toggled on.

  • Aggregate totals in group or report footers use =Sum([Field]) or =Count(*); the Running Sum property (Over Group or Over All) accumulates values across records.

  • Layout View renders the report with real data so you can resize columns and apply themes; Design View is required to add sections, set the Record Source, or edit control properties.

  • Keep Together property on a group keeps the group on one page; the Detail section's Can Grow and Can Shrink properties let bound controls expand or collapse with their content.

  • Page setup: Page Setup > Page tab sets orientation and paper size; the Columns tab sets column count, size, and layout (Down Then Across or Across Then Down) for multi-column reports.

  • Force New Page property on a section (None, Before Section, After Section, Before & After) controls page breaks; use it on group headers to start each group on a new page.

  • The Report Wizard and Label Wizard generate a starting layout; after the wizard, Layout View is the fastest place to adjust field widths and alignment without disturbing the underlying sections.

  • Print Preview shows the final pagination and is the only view where the report's printed page count and margins are accurate; use it to verify totals before distributing.