Continuing with the series on creating a project management database using Microsoft Access 2003, we will now start to get our feet wet. In this part of the series, we will create the tables that are needed to house the data.
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The first part of creating any database program is the tables. The tables are very important because they hold the data. All of the other components (reports, forms and queries) are all luxury items in a database program; the tables are a necessity. This is why they need to be set up first.
In each table, there are columns or fields. The columns keep the data in a categorized way. For instance, a text column named “First Names” collects first names while a number column called “Phone Numbers” holds all of the phone numbers. This keeps the data consistent and organized, which makes it easier to reference or search later in the application. A useful tip for creating your own database or spreadsheet: Never put two different types of data in the same column. It takes away from the integrity of your data and makes it as useful as keeping the data in a bucket full of water.
The rows in the table are also referred to as records. This is where the individual and specific pieces of information are sorted. For example, while the column is named “First Name”, the information in the rows will have values like “Jim, Jane, or Robert”. When we get to the Forms portion of the tutorial, you will also see that this is how the forms will store the values as well.
Before getting in and setting up the tables, you will need to remember some other pieces of information first. For one, database objects (as it is referred to in this series) are classified as tables, forms, queries, reports or modules. Another thing to know is that data is case sensitive; this means that John and john are not the same. This is a very useful piece of information to remember to avoid storing redundant data. The last thing I want to remind you of is to stick with the instructions in this tutorial; do not try to skip ahead. All of these steps need to be carried out.
First, be sure to open a new instance of Microsoft Access 2003. After it has opened, click on the Create New Database link (see picture below), then Blank Database on the right hand side. Before creating a new database you will be asked to name and save it first. This is because whenever new information is added to an Access database, it is saved automatically. You will not have to click the save button every time you enter in a record.
Name the database “PM Database System” and click Save. Next, you will see a window similar to the one in the picture below:
Click on Create table in Design View from the window. If you want, you can maximize this window. A form comes up that have three headings; File Name, Data Type and Description. At the bottom of the window, you will see more options that you will need later. Right now, start typing the names of the columns in the Field Name column and select a data type from the Data Type field. Use the information below to create the first table. Note: The name of the field is listed first with its data type in the parenthesis right after.
Field Name (Data Type)
ID (AutoNumber)
Company (Text)
Last Name (Text)
First Name (Text)
Email Address (Text)
Job Title (Text)
Business Phone (Text)
Home Phone (Text)
Mobile Phone (Text)
Fax Number (Text)
Address (Text)
City (Text)
State/Province (Text)
Zip/Postal Code (Text)
Country/Region (Text)
Webpage (Hyperlink)
Notes (Text)
Attachments (Attachment)
After you have finished adding all of the fields, click the Save button. Save the table as “Employees” and close the form. A dialog box will appear asking if you will like Access to set a primary key, click Yes. You will notice that the ID field is now your primary key. More information about what a primary key is will be explained later when we talk about relationships.
Continue on with the next article in the installment to finish setting up the tables.
Creating a Project Management Database with Microsoft Office 2003
In this series, we will create our own Project Management database system that will keep track of all aspects of project management. Follow all of the steps in this series and before long you will have a system that you can customize to fit your office.