project for those pages

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project 9 McMullan & Donovan Realty: Integrating Access, Word, PowerPoint, and Excel OBJECTIVES Update company database with imported data Create Access queries Create relationships between Access tables Prepare effective documents integrating data from Word, PowerPoint, Excel, and Access Work with limited supervision SETTING In Project 9, you continue your work for McMullan & Donovan Realty. You will expand the database you created in Project 8 by importing data from text and Excel files. More queries are needed as you create Word documents and PowerPoint presentations. Access reports and forms will also be required. JOBS 1. Mail merge letters using Access query 2. Memo with Access query 3. Access data exported to Word and Excel 4. PowerPoint presentation with Excel and Access data 5. Report created in Word STANDARD OPERATING PROCEDURES Use these procedures for all documents you prepare. 1. Use the Civic document theme for all documents and Access forms and reports. 2. Use the m&d letterhead and mod memo templates from the data files to prepare all letters and memos. Save as Word documents and not as templates. 3. Format tables imported from a query with the Light Shading - Accent 1 table style. Center tables horizontally. 4. Set up a folder named AC-WD-PP-EX Project 9 to store project files. Name all solution files p9-j (plus the job number, jl, j2, etc.) unless directed otherwise. agents from 1 7 Letters and Form Is Using Access 1-DATA LETTERHEAD TIPLE LISTINGS ENTS Ms. McMullan has asked you to prepare form letters inviting a small group of other agencies to tour M&D's two newest listings in San Antonio. You will also prepare labels for mailing the letters using the Access Labels report. 1. Open the Access database p9-j1-data and save as p9-jla. Import the multiple listings agents text file as a table. Save the table as Multiple Listings Agents. 2. Filter the Current Listings query to identify current listings in San Antonio. Copy two newest listings in the filtered records. 3. Open the Word data file m&d letterhead and save as p9-j1b main. Use the Multiple Listings Agents table from the Access database as your recipient list, and sort ascendi by ZIP. Key the letter shown on the next page as the mail merge main document. Insert the fields as indicated. Merge the letters and save as p9-lb. OJECT 9 MCMULLAN & DONOVAN REALTY: Integrating Access, Word, PowerPoint, and Excel ACCESS Job 1, continued August 20, 2012 «Title> «Last_Name> «Agency» «Address «City», «State» «ZIP» Remove extra space after paragraphs «GreetingLine» Agents at McMullan & Donovan Realty are pleased to invite you to a special preview showing on Tuesday, August 28, of our two newest San Antonio listings. The table shown below outlines our tour with time and listing addresses. Please arrive promptly at the first listing at 11 a.m. Our second visit begins at 12:30 with a light lunch catered by JD Forde Eatery. [Paste the two newest listings from the filtered Current Listings query result here, merging formatting. Then create the following table. Copy the street addresses from the query to the table, then delete the query results from the Word document. Format with the appropriate table style, changing font color to black.] Tour Schedule * TIP Time Street Address To remove the extra spacing after the table, click No Spacing from the Quick Styles. 11:00 a.m. 12:30 p.m. Please confirm your attendance of this special tour by Wednesday, August 22. Simply browse to www.mcdonrealty.com/confirm and complete the tour confirmation form. We look forward to this preview showing and will welcome your recommenda- tions in selling these fine listings. Sincerely 4. Prepare mailing labels (Avery 5160) for the letters using the Access Labels report. Sort in the same order as the merged letters. Job 2 Memo M&D MEMO You learn today (August 20) that it is your responsibility to determine which listings have a renewal date set to expire on or before 9/30/2012. Prepare a memo to Ms. McMullan listing properties with expiring listing agreements. 1. Save the p9-jla database as p9-j2a. 2. Create a query that uses data from the Agents and Property Listings tables. a. Include the First Name and Last Name from the Agents table and the Property Number, Street Address, City, Date Listed, Listing Renewal Date, Listing Price, and Sales Date from the Property Listings table. Do not show the Date Listed ar Sales Date fields. b. In the Sales Date field, key Is Null as the criteria to display unsold properties. In the Listing Renewal Date, key «Last_Name> «Agency «Address «City», «State» «ZIP» Remove extra space after paragraphs «GreetingLine Agents at McMullan & Donovan Realty are pleased to invite you to a special preview showing on Tuesday, August 28, of our two newest San Antonio listings. The table shown below outlines our tour with time and listing addresses. Please arrive promptly at the first listing at 11 a.m. Our second visit begins at 12:30 with a light lunch catered by JD Forde Eatery. [Paste the two newest listings from the filtered Current Listings query result here, merging formatting. Then create the following table. Copy the street addresses from the query to the table, then delete the query results from the Word document. Format with the appropriate table style, changing font color to black.] Tour Schedule * TIP Time Street Address To remove the extra spacing after the table, click No Spacing from the Quick Styles. 11:00 a.m. 12:30 p.m. Please confirm your attendance of this special tour by Wednesday, August 22. Simply browse to www.mcdonrealty.com/confirm and complete the tour confirmation form. We look forward to this preview showing and will welcome your recommenda- tions in selling these fine listings. Sincerely 4. Prepare mailing labels (Avery 5160) for the letters using the Access Labels report. Sort in the same order as the merged letters. Job 2 Memo M&D MEMO You learn today (August 20) that it is your responsibility to determine which listings have a renewal date set to expire on or before 9/30/2012. Prepare a memo to Ms. McMullan listing properties with expiring listing agreements. 1. Save the p9-jla database as p9-j2a. 2. Create a query that uses data from the Agents and Property Listings tables. a. Include the First Name and Last Name from the Agents table and the Property Number, Street Address, City, Date Listed, Listing Renewal Date, Listing Price, and Sales Date from the Property Listings table. Do not show the Date Listed and Sales Date fields. b. In the Sales Date field, key Is Null as the criteria to display unsold properties. In the Listing Renewal Date, key
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