task 4€¦ · title: task 4 author: lfoers created date: 3/2/2014 10:50:37 pm
TRANSCRIPT
Task 4
Importing Data
Open your Database file
Select the external data tab
Select Text File
Browse for the Customers_v2 CSV
Click and press open
Select Delimited and Next
Select First Row Contains Fields Names
Click Next
Allow Access to create a Primary Key
Click Finish
It has created the table. Double click to open.
The table is open.
SECTION A: UPDATE OF DETAILS Amend the customers data so that all records are up to date.
Kudwick Bosko has moved abroad and has asked to cancel his monthly membership.
Right click on record and select Delete record.
Select yes.
This shows that Mr Kudwick Bosko has been removed
Rebecca Jackson has moved to: 29 Chester Road, Fleetwood, Blackpool, FY7 9PP
Select Miss Rebecca Jackson and overtype address.
Miss Jacksons address has been changed.
Miss Phoebe Jacques, has just registered for the monthly subscription option. She lives at 9 Blackberry Close, Yate, South Gloucestershire, BS37 8YA. The certificate age block she has selected is ‘PG’
Miss Phoebe Jacques has registered, this shows before and after her data being entered.
SECTION B: ADDRESS LABEL
Miss Jacques needs to be sent her new membership details. Create an address label so that the registration documents and membership details can be sent to her.
To create an address label for Miss Jacques select create Query Design.
Select table of data to be used. Customers_v2.
Select each field header.
Select the registration date for today.
Select under field header, ascending order will sort data into A-Z.
Select run to run the query.
This shows the query having found Miss Phoebe Jacques.
Select the Labels query.
Select yes to save the query.
Save the query.
Click next.
Select data for data label for letter then press next.
Select that data is sorted via Last Name.
Press finish to fun report.
This shows my data label report.
SECTION C: SORT/SEARCH
Adam would like to send some publicity information to all ‘Stream-as-you-go’ members who registered before April 2012.
Provide a list of contact details of customers who should receive this information, in
alphabetical order of last name. Provide evidence of how you produced your outcome.
To create a search to find only customers registered before April 2012, click on query wizard.
Add the Customers_v2 table data.
Select dates. Choose ascending order on last name and press run.
This shows the data the search and sort found.
SECTION D: MAIL MERGE
Adam would like to send a mail shot to all customers to inform them of the special offer if they introduce a friend or relative.
Use the draft letter Adam has given you to prepare a mail shot to be sent to all customers.