After working with your database, you might find that you need to make some changes to the tables that store your data. Access makes it easy to modify your tables to suit your database's needs.
In this lesson, you'll learn how to
create
and
rearrange
table fields. You'll also learn how to ensure your table data is correctly and consistently formatted by setting
validation rules
,
character limits
, and
data types
in your fields. Finally, we will direct you to additional options for performing simple math functions within your tables.
Throughout this tutorial, we will be using a sample database. If you would like to follow along, you'll need to download our
Access 2013 sample database
. You will need to have Access 2013 installed on your computer in order to open the example.
Modifying tables
In addition to making basic modifications to your tables, like
adding
and
moving
fields, you can make more advanced modifications that let you set
rules
for your data. All of these changes can help make your tables even more useful.
Adding and rearranging fields
Access makes it easy to rearrange existing fields and add new ones. When you add a new field, you can even set the
data type
, which dictates which
type
of data can be entered into that field.
There are several types of fields you can add to a table:
Short Text
: This is the default option and is best for most text in Access. You should also choose it for numbers you don't plan to do math with, like postal codes and phone numbers.
Number
: This is best for numbers you might want to do calculations with, like quantities of an item ordered or sold.
Currency
: This automatically formats numbers in the currency used in your region.
Date & Time
: This allows you to choose a date from a pop-out calendar.
Yes/No
: This inserts a checkbox into your field.
Rich Text
: This allows you to add formatting to text, like
bold
and
italics
.
Long Text
: This is ideal for large amounts of text, like product descriptions.
Attachment
: This allows you to attach files, like images.
Hyperlink
: This creates a link to a URL or email address.
To add a new field to an existing table:
Open the desired table, then click the header with the text
Click to Add
. If you already have several fields, you may need to scroll all the way to the right to see this option.
Adding a new field
A drop-down menu will appear. Select the desired
data type
for the new field.
Selecting a data type
Type a name for your field, then press the
Enter
key.
Naming the new field
To move a field:
Locate the field you want to move, then hover your mouse over the
bottom border
of the field header. The cursor will become a four-sided arrow.
Hovering the mouse over the field
Click and drag the field to its new location.
Moving a field
Release the mouse. The field will appear in the new location.
The field moved to a new location
Advanced field options
On the previous page, you learned about setting the
data type
for new fields. When you set field data type, you are really setting a
rule
for that field. Databases often include rules because they help ensure users enter the correct type of data.
Why is this important? Computers aren't as smart as humans about certain things. While you might recognize that
two
and
2
or
NC
and
North Carolina
are the same thing, Access will not and therefore won't group these things together. Making sure to enter your data in a standard format will help you better organize, count, and understand it.
Rules can also determine which options you have for working with your data. For example, you can only do math with data entered in
number
or
currency
fields, and you can only format text entered into
text
fields.
There are three main types of rules you can set for a field:
data type
,
character limit
, and
validation rules
.
To change the data type for existing fields:
Select the field whose data type you want to change.
Select the
Fields
tab, then locate the
Formatting
group. Click the
Data Type
drop-down arrow.
Clicking the Data Type drop-down arrow
Select the desired data type.
Selecting a new field data type
The field data type will be changed. Depending on the data type you chose, you may notice changes to your information. For instance, because we set the data type for the
Email
field to
Hyperlink
all of the email addresses in the field are now clickable links.
All of the entries formatted as hyperlinks
You shouldn't change field data type unless you are certain your field data is in the correct format for the new data type. Changing a field containing only text to the
Number
type, for instance, will delete all of your field data. This process is often irreversible.
Field character limits
Setting the
character limit
for a field sets a rule about how many characters—letters, numbers, punctuation, and even spaces—can be entered into that field. This can help to keep the data in your records concise and even force users to enter data a certain way.
In the example below, a user is entering records that include addresses. If you set the character limit in the
State
field to
2
, users can only enter
two characters
of information. This means they must enter postal abbreviations for the states instead of the full name—here, NC instead of North Carolina. Note that you can only set a character limit for fields defined as text.
To set a character limit for a field:
Select the desired field.
Click the
Fields
tab, then locate the
Properties
group.
In the
Field Size
box, type the maximum number of characters you want to allow in your field.
Setting a 2-character limit on the State field
Save
your table. The character limit for the field will be set.
Validation rules
A
validation rule
is a rule that dictates which information can be entered into a field. When a validation rule is in place, it is impossible for a user to enter data that violates the rule. For example, if we were asking users to input a state name into a table with contact information, we might create a rule that limits the valid responses to U.S. state postal codes. This would prevent users from typing something that wasn't actually a real state postal code.
In the example below, we will apply that rule to our
Customers
table. It's a fairly simple validation rule—we'll just name all of the valid responses a user could enter, which will mean users can't type anything else into the record. However, it's possible to create validation rules that are much more complex. For detailed information on how to write validation rules, review this tutorial from Microsoft on
creating validation rules
.
To create a validation rule:
Select the field you want to add a validation rule to. In our example, we'll set a rule for the
State
field.
Select the
Fields
tab, then locate the
Field
Validation
group. Click the
Validation
drop-down command, then select
Field
Validation Rule
.
Clicking the Field Validation Rule command
The
Expression Builder
dialog box will appear. Click the text box and type your validation rule. In our example, we want to limit data in the
State
field to actual state postal codes. We'll type each of the valid responses in quotation marks and separate them with the word
Or
, which lets Access know that this field can accept the response "AL"
Or
"AK"
Or
"AZ" or any of the other terms we've entered.
Typing our validation rule, which will contain every state postal code, each separated by the word "Or"
Once you're satisfied with the validation rule, click
OK
. The dialog box will close.
Click the
Validation
drop-down command again. This time, select
Field
Validation Message
.
Clicking the Field Validation Message command
A dialog box will appear. Type the phrase you want to appear in an
error message
when users try to enter data that
violates
the validation rule. Your message should let them know what data is permitted.
Typing the phrase that will appear as an error message
When you're satisfied with the error message, click
OK
.
The validation rule is now included in the field. Users will be unable to enter data that violates the rule.
Data has been entered that violates the validation rule
Simple validation rules can be written exactly like
query criteria
. The only difference is that query criteria search for data, while an identical validation rule either
permits
or
rejects
data. To see examples of query criteria, review our
Query Criteria Quick Reference Guide
.
More table options
Calculated fields and totals rows
Adding
calculated fields
and
totals rows
to your table lets you perform
calculations
using your table data. A calculated field calculates data within one record, while a totals row performs a calculation on an entire field of data. Whenever you see a
subtotal
for one record, you are looking at a calculated field. Similarly, whenever you see a
grand total
at the bottom of a table, you're looking at a totals row.
Example of a calculated field and totals row in a table of orders
Open the
Products Table
, and change the
data type
for the description field to
Long Text
.
Open
the
Customers
Table
and add a new field
that uses the
Short Text
data type. Name the new field
Credit Card
.
Add the following
Field Validation Rule
to the Credit Card field:
"
VS" Or "MC" Or "AMX"
.
Set a
field validation message
for the same field. It should say
Enter a valid Credit Card Type: Must be VS, MC, or AMX.
Test
your
field validation rule
by typing
Visa
into a cell in the
Credit Card
field.
If you've added the rule correctly, a dialog box should appear with the message you added above.