How do you group the objects in the navigation pane by tables and related views?

From the course: Access 2019 Essential Training

Customize groups in the Navigation pane

- [Instructor] Now that our database is filling up with objects, you might wanna consider reorganizing your navigation pane, so that your objects are grouped by task rather than by object type. We can create custom groups, so that all of the objects that go together will appear next to each other. Regardless of whether they're forms, queries, tables or reports. To do this, we'll come up with a navigation pane and we'll open up this drop down menu. In the navigate to category section, I'm gonna change it from object type, which is the current default, to tables and related views. This will have Access group objects together based off of their relationship to each table. You can see we have a section here that's all about the guest's table, and then the section down here that's all related to the room assignments table. You'll also notice that we get duplicates of some objects such as the check in details query, that's related to both the guest table and again it's related to the room assignments table. Just like with sorting by object type, we can use the up arrows next to each category header, in order to collapse this view and focus our work on just a specific section. Let's come up to the drop down menu again and take look at the custom option instead now. When I do that I get two different groups. One called unassigned objects, and an empty one called custom group one. Let's go ahead and start populating the custom group with some objects. I'm gonna hold down the control key and choose guest credit cards, guests. I'll choose the guests by last name query, the check in guest form, and the guest mailing labels report. Then I'll just come up and drag all of those into the custom group number one. Now I can right click on the group name and come down to the rename option, and I'll call this guests. Now we have all the objects that deal with our guests together in a single group. Let's create another one by holding the control key again, and this time I will select room assignments, the room details, room rates, and rooms, and I'll let go of control and then right click. Come down to add to group. And this time I'll point to new group. We'll call this one rooms. If I decide later that I want to add additional objects to an existing group, what I can do is come down here, and for instance I'll take the guest check ins report, and I'll right click on it and choose add to group and I'll just choose to put it in the guests group. If you want to get rid of a group, go ahead and come up to the header, right click on it and choose delete. Notice that it doesn't actually delete any of the objects, it just puts them back down in the unassigned objects group. So that's how you would organize all the different objects inside of your navigation page. Having multiple organization schemes set up for the objects in your database makes it easy to manage all of the components and quickly find the ones that you want to work with. Once you have set up custom groups, you can always switch back and forth to other grouping options as needed.

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From the course: Office 365: Access Essential Training

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Organizing the navigation pane with custom groups

- Now that our database is filling up with objects, you might want to consider reorganizing your navigation pane so that your objects are grouped by Task rather than by Type. We can create custom groups so that all of the objects that go together will appear next to each other regardless of whether they're forms, queries, tables, reports, or macros. We'll start by going up here in the navigation pane and changing our view mode using the drop down list here to Tables and Related Views. That'll start grouping our items together based off of the table relationships. So we can see right here we have the Guest Table, and then a bunch of queries that are related to the Guest Table. Then we have some forms and reports that are also related to the Guest Table. If I go ahead and scroll down, we'll see we have the Employees Tables and then the Forms and Queries that are related to that table and so on. Another option here is to create some custom groups. So instead, I'm going to come up here to…

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Lesson 3: Getting Started in Access

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Introduction

How do you group the objects in the navigation pane by tables and related views?

Whenever you're learning a new program, it's important to familiarize yourself with the program window and the tools within it. Working with Access is no different. Knowing your way around the Access environment will make learning and using Access much easier.

In this lesson, you will familiarize yourself with the Access environment, including the Ribbon, Backstage view, Navigation pane, Document Tabs bar, and Record Navigation bar. You will also learn how to navigate with a navigation form, if your database includes one.

Throughout this tutorial, we will be using a sample database. If you would like to follow along, download our example and use it to follow the procedures demonstrated in this lesson. You will need to have Access 2010 installed on your computer in order to open the example.

Getting to know Access 2010

If you are familiar with Access 2007, you'll notice that there are not too many changes to the 2010 interface other than the addition of Backstage view

However, if you are new to Access, you will first need to take some time to familiarize yourself with the Access environment.

Click the buttons in the interactive below to learn how to navigate the Access window.

How do you group the objects in the navigation pane by tables and related views?

You can use the record search box to search for any term in the currently open object. The first result that matches your search term will appear highlighted with a yellow border. To navigate through additional results, press the Enter key.

How do you group the objects in the navigation pane by tables and related views?

Record Navigation Bar

The Record Navigation bar allows you to navigate records one at a time. Click the arrows to navigate through them. You can jump to a specific record by typing its ID number into the white box.

How do you group the objects in the navigation pane by tables and related views?

Document Tabs Bar

All open objects are displayed on the Document Tabs bar. To view an object, click its tab. Click the X on the right end of the bar to close the current tab. To see more tabs, click the arrow.

How do you group the objects in the navigation pane by tables and related views?

The Navigation pane displays all of the objects contained in your database. The objects are grouped by type. To open an object, double-click it.

If you'd like, you can hide the Navigation pane by clicking the double arrows in the top-right corner.

How do you group the objects in the navigation pane by tables and related views?

Quick Access Toolbar

The Quick Access toolbar lets you access common commands no matter which tab you've selected in the Ribbon. By default, it shows the Save, Undo, and Redo commands. If you want, you can add additional commands to the toolbar by clicking the drop-down arrow.

How do you group the objects in the navigation pane by tables and related views?

Ribbon

The Ribbon contains all of the commands you will need in order to perform common tasks. It contains multiple tabs, each made up of several groups of commands.

In addition to normal tabs, special contextual tabs will appear when you are working with certain objects in certain views. These tabs are displayed in contrasting colors.

How do you group the objects in the navigation pane by tables and related views?

Working with your Access environment

The Ribbon and Quick Access toolbar are where you will find the commands you will use to perform common tasks in Access. If you are familiar with Access 2007, you will find that the main difference in the Access 2010 Ribbon is that commands such as Open and Print are now housed in Backstage view.

The Ribbon

The Ribbon contains multiple tabs, each with several groups of commands. Some tabs, like Form Layout Tools and Table Tools, may appear only when you are working with certain objects like forms and tables. These tabs are called contextual tabs, and they are highlighted in a contrasting color to distinguish them from normal tabs.

How do you group the objects in the navigation pane by tables and related views?
The Ribbon in Access 2010

To minimize and maximize the Ribbon:

The Ribbon is designed to be easy to use and responsive to your current task; however, if you feel that it's taking up too much of your screen space you can minimize it.

  1. Click the arrow in the upper-right corner of the Ribbon to minimize it.

    How do you group the objects in the navigation pane by tables and related views?
    Minimizing the Ribbon

  2. To maximize the Ribbon, click the arrow again.

When the Ribbon is minimized, you can make it reappear by clicking a tab. However, the Ribbon will disappear again when you are not using it.

The Quick Access toolbar

The Quick Access toolbar is located above the Ribbon, and it lets you access common commands no matter which tab you are on. By default, it shows the Save, Undo, and Repeat commands. If you'd like, you can customize it by adding additional commands.

How do you group the objects in the navigation pane by tables and related views?
Saving the current object with the Quick Access toolbar

Note that the Save command only saves the current open object. In addition, the Undo command will not undo certain actions, like adding a record. Pay close attention to your information when using the Undo command to make sure it has the desired effect.

Backstage view

Backstage view gives you various options for opening, saving, printing, and viewing more information about your database. It is similar to the Office Button Menu from Access 2007 and the File Menu from earlier versions of Access. However, unlike these menus, it is a full-page view, which makes it easier to work with.

To get to Backstage view:

  1. Click the File tab.

    How do you group the objects in the navigation pane by tables and related views?
    Backstage view in Access 2010

  2. You can choose an option on the left side of the page.
  3. To get back to your database objects, click any tab on the Ribbon.

Click the buttons in the interactive below to learn about the different things you can do in Backstage view.

How do you group the objects in the navigation pane by tables and related views?

Options

In the Options pane, you can change various Access options. For example, you can choose a form to automatically display when your database is opened or modify the default cell and font style.

How do you group the objects in the navigation pane by tables and related views?

Help

From the Help pane, you can access Microsoft Office Help or check for updates to your software.

How do you group the objects in the navigation pane by tables and related views?

Save & Publish

Save & Publish provides advanced options for saving your database.

How do you group the objects in the navigation pane by tables and related views?

Print

The Print pane contains options for printing the current object in your database.

How do you group the objects in the navigation pane by tables and related views?

New

From the New pane, you can create a new database from scratch, or you can choose from a selection of templates.

How do you group the objects in the navigation pane by tables and related views?

Recent

The Recent pane displays a more complete list of recently opened databases. It also contains an option to change the number of recent databases that are displayed in the shortened list above.

How do you group the objects in the navigation pane by tables and related views?

Info

Info contains information on your database. It also contains options that let you compact and repair your database to fix file problems and encrypt it with a password.

How do you group the objects in the navigation pane by tables and related views?

Recently Opened

The last four databases opened are displayed here for easy access.

How do you group the objects in the navigation pane by tables and related views?

Save, Open, and Close

Various commands that let you save, open, and close objects and databases are now found in Backstage view.

Note that Save saves only the current object, not the entire database.

How do you group the objects in the navigation pane by tables and related views?

The Navigation pane

The Navigation pane is a list containing every object in your database. For easier viewing, the objects are organized into groups by type. You can open, rename, and delete objects using the Navigation pane.

How do you group the objects in the navigation pane by tables and related views?
The Navigation Pane in Access 2010

To minimize and Maximize the Navigation pane:

The Navigation pane is designed to help you manage all of your objects, but if you feel that it takes up too much of your screen space you can minimize it.

  1. Click the double arrow
    How do you group the objects in the navigation pane by tables and related views?
    in the upper-right corner of the Navigation pane to minimize it.

    How do you group the objects in the navigation pane by tables and related views?
    Minimizing the Navigation Pane

  2. To make the Navigation pane visible again, click the double arrow
    How do you group the objects in the navigation pane by tables and related views?
    to maximize it.

If you would like to make the Navigation pane smaller without fully minimizing it, you can resize it. Simply click and drag the right border of the Navigation pane. When it is the desired size, release your mouse.

How do you group the objects in the navigation pane by tables and related views?
Resizing the Navigation Pane

To sort objects in the Navigation pane:

By default, your objects are sorted by type, with the tables in one group, the forms in another, and so on. However, if you want you can sort the objects in the Navigation pane into groups of your choosing.

  1. Click the drop-down arrow to the right of the words All Access Objects.

    How do you group the objects in the navigation pane by tables and related views?
    Clicking to re-sort the objects into new groups

  2. In the drop-down menu, select the desired sort.
    • Select Custom to create a custom group for sorting the objects. After applying the sort, drag the desired objects to the new group.
    • Select Object Type to group the objects by type. This is the default setting.
    • Select Tables and Related Views to group forms, queries, and reports together with the tables they refer to.
    • Select Created Date or Modified Date to sort the objects from most to least recently created or modified.

    How do you group the objects in the navigation pane by tables and related views?
    Selecting a new way to group the objects

  3. The objects in the Navigation pane will now be sorted to reflect your choice.

    How do you group the objects in the navigation pane by tables and related views?
    The Navigation Pane with the objects now sorted by tables and related views

To further customize the appearance of the Navigation pane, you can minimize groups of objects you don't want to see. Simply click the upward double arrow

How do you group the objects in the navigation pane by tables and related views?
next to the name of the group. To restore the group to its full size, click the downward double arrow
How do you group the objects in the navigation pane by tables and related views?
.

How do you group the objects in the navigation pane by tables and related views?
The Navigation Pane after minimizing the Tables, Queries, and Reports groups

Databases with navigation forms

Some databases include a navigation form that opens automatically when the database is opened. Navigation forms are designed to be a user-friendly replacement for the Navigation pane. They contain tabs that allow you to view and work with common forms, queries, and reports. Having your frequently used objects available to you in one place lets you access them quickly and easily.

To open an object from a navigation form, simply click its tab. The object will be displayed within the navigation form. Once an object is open, you can work with it as you normally would.

How do you group the objects in the navigation pane by tables and related views?
Viewing the Orders form using a navigation form

Generally, navigation forms include only the objects a typical user will need to work with fairly regularly, which is why your navigation form may not include every single form, query, or report. This makes it easier to navigate the database. By hiding tables and rarely used forms, queries, and reports, it also reduces the chance of the database being damaged by users accidentally editing or deleting necessary data.

For this reason, it's important to ask your database designer or administrator before you work with objects that are not available in your navigation form. Once you have the go-ahead, you can simply maximize the Navigation pane and open the objects from there.

Challenge!

  1. Open Access 2010 on your computer. Open an existing database. If you want, you can use our sample database.
  2. Try minimizing and maximizing the Ribbon.
  3. Click through all of the tabs, and notice how the Ribbon options change.
  4. Resize the Navigation pane to make it take up less room.
  5. Re-sort the objects in the Navigation pane.

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How will you sort the object in your navigation pane into your own group?

To sort objects in the Navigation pane: Click the drop-down arrow to the right of the words All Access Objects. In the drop-down menu, select the desired sort. Select Custom to create a custom group for sorting the objects.

What is the use of navigation boxes in relation to tables in a database?

It displays all of the objects, the tables, queries, forms, reports, and macros, that make up the database and also allows you to filter and search through those objects to get to the ones that you're looking for quickly.

What is the default category for the display of objects in the navigation pane?

By default, when you create the objects that are associated with a table, the objects of the category display.

How would you open an object that is in the navigation pane?

A double-click opens the object view. To open an object in Design view, right-click it in the Navigation Pane and choose Design View.