Access Appsfor Business UsersAccess Services in SharePoint 2013

Theresa Eller | theresaeller@gmail.com | @SharePointMadam

sharepointmadam.blogspot.com

Who is Theresa Eller?

SharePoint Career Path• First SharePoint Site was SP2003

• Site Owner for Training site

• Finance Site Collection Owner

• Corporate Trainer for SharePoint 2010

• InfoPath/Electronic Forms Advocate

• Farm Admin/Production Support

• SharePoint Consultant

Experience & Education• SP Analyst at Situs (Houston, TX)

• BA in Public Relations (Ragin Cajun)

• MA in Teaching & Learning with

Technology

• Toastmasters International Member

@SharePointMadam

theresaeller@gmail.com

Our Agenda Today

RequirementsCreating An

Access App & Data Sources

Edit Default Forms

Working with Views

Generate Reports

RequirementsThe only technical part of the presentation

Requirements

• SQL• SharePoint 2013 can use SQL Server 2012 or SQL Server 2008 R2 SP1

• SQL Server 2012 for Access Services• Separate instance from the one assigned to SharePoint 2013

• SharePoint• Access Services service application running on a SharePoint 2013 app server

• Full requirements available on TechNethttp://social.technet.microsoft.com/wiki/contents/articles/12514.sharepoint-2013-access-services.aspx

Creating an Access Appand Data Sources

3 Methods to Create an Access App

1. Build a custom web app• Start from Access 2013 client

or

• Start from SharePoint 2013 > Add an app

2. Use a web app template

3. Download a web app from the Office store

Data Sources

• Existing data source

• New (blank) table

1.Build a Custom Web App

Build a Custom Web App – Access Client

• Open the Access 2013 client on your computer

• Select Custom Web App

• Name the database

• Enter a location for your SharePoint site

• Click Create

• If using O365, sign in

Build a Custom Web App – Add An App (1 of 2)

• In SharePoint 2013, click the wheel at the top right

• Select Add an app

• Locate and click on Access App (2nd page)

• Name the Access app

• Click Create

Build a Custom Web App – Add An App (2 of 2)

• Click Open this app in Access to start adding tables

Build a Custom Web App – Existing Data Source(1 of 4)

• In the Access 2013 client, click on the desired existing data source• e.g., SharePoint List

• Specify a SharePoint site

Build a Custom Web App – Existing Data Source(2 of 4)

• Specify how and where to store the data in the current database

• Click Next

Build a Custom Web App – Existing Data Source(3 of 4)

• Choose the SharePoint lists you want to link

• Click OK

Build a Custom Web App – Existing Data Source(4 of 4)

Build a Custom Web App – New Blank Table (1 of 2)

• To create your own table, click add a new blank table within the text to the right of the search box

Build a Custom Web App – New Blank Table (2 of 2)

• Access creates a blank table in which you can• Create fields

• Define data types

• Provide descriptions

• Create as many tables as needed

• Save the table(s)

• Switch to datasheet view to enter data

Build a Custom Web App – View in SharePoint(1 of 2)

• To view your Access App in SharePoint, click the Launch App button on the Home ribbon

Build a Custom Web App – View in SharePoint(2 of 2)

• List form view displays by default • Can switch to datasheet view

2.Use a Web App Template

Use a Web App Template

• Create the Access app

• Search for a table template

Use a Web App Template

• Access automatically creates tables• Click Edit to add, change, delete, or rearrange fields

3.Download a Web App from the Office Store

Download a Web App from the Office Store

• In SharePoint 2013, click the wheel at the top right

• Select Add an app

• Click SharePoint Store on the left

• Type Access in the Find an app search box

Free Access Apps in the SharePoint Store

Edit Default Forms

Add Fields to the Table

• Double-click the table name to open it

• Add the field name, data type, and properties

Add Fields to the Form

• Double-click the form name to open it

• Drag the field from the Field List onto the form

Delete Fields from a Form

• Click on the field to be deleted

• Press delete on the keyboard

• Delete label separately

• Does not delete field from table

Rearrange Fields on the Form

• Drag and drop fields• Highlight both label and field to move them at the same time

Working with Views

Create a Blank View

• Open the Access app in the Access 2013 client

• Click on the table to be associated with the view

• From the Home tab of the ribbon click Advanced

• Select Blank View

• Add fields to the view by dragging them from the Field List

• To save the view, right-click on the tab labeled View and click Save

• Type a name for the view

• Click OK

Add a View to the Access App

• From the main database view, click + to add a view

• Type a View Name• Change the View Type and/or

Record Source, if necessary

• Click Add New View

View Settings/Actions

• Click on the view

• Click on the star icon that appears

• Click on the desired setting or action• Open in Browser

• Edit

• Rename

• Duplicate

• Delete

Create a List View

• From the Home tab, click Advanced

• Select List View

• List view can also be used as a popup or subview

Controls

1. Text box

2. Label

3. Button

4. Web browser control

5. Combo box

6. Check box

7. Image

8. Autocomplete control(text box, search, drill through)

9. Hyperlink control

10. Subview

11. Multiline text box

12. Related items control

Action Bar Buttons

• Cannot change logic of the five existing buttons• Can delete unwanted buttons

• Can add custom buttons

Control Properties

1. Data

2. Formatting

3. Actions

Create a Datasheet View

• From the Home tab, click Advanced

• Select Datasheet View

Generate Reports

Report On My Data

• Click the File tab

• Click Report on my data• Creates second instance of Access app as a desktop application

• Requires SQL Server Native Client drivers

Questions?

Theresa Eller | theresaeller@gmail.com | @SharePointMadam

sharepointmadam.blogspot.com

Resources

• http://sharepointmadam.blogspot.com• Access Apps for SharePoint 2013 (Parts 1, 2, and 3)

• SharePoint Conference 2014• Anyone can build a SharePoint App with Microsoft Access

• Access is back! High-value, 'no code', functional & flexible business apps with the new Access services

• The 'how to' guide for selling and managing SharePoint Apps built using Access

• Access Team Blog• http://blogs.office.com/access/

THANKS TO ALL OUR

SharePoint Saturday Baton Rouge

Sponsors!!