Overview
This lecture covers how to create and use calculated fields in Microsoft Access queries, including a step-by-step process and best practices.
Introduction to Calculated Fields
- Calculated fields display values derived from existing data in your query results.
- Do not store data in tables that can be calculated; calculate it in queries instead.
Three-Step Process for Adding a Calculated Field
- Step 1: In an unused column's "Field" row in query design, enter an equals sign (
=
).
- Step 2: Enter your calculation formula using field names exactly as spelled in the database.
- Field names with spaces must be enclosed in square brackets (e.g.,
[Number of Payments]
).
- You can use mathematical operations and numbers in your formula (e.g.,
=[Paid]/[NumPayments]
, or calculate VAT as [Paid]*0.15
).
- Step 3: Press enter; Access will add a default label (like
Expr1:
) and the formula.
- Replace the default label (
Expr1
) with a descriptive field name (e.g., Average Payment:
).
Formatting and Troubleshooting
- You can right-click the calculated field column to change its format (e.g., currency).
- If you misspell a field name, Access will prompt you to enter a value, indicating an error.
- Always double-check field names for accuracy to avoid calculation errors.
Practical Example
- To calculate average payment: enter
=[Paid]/[NumPayments]
and label it Average Payment
.
- To calculate VAT: enter
=[Paid]*0.15
and label it VAT Amount
.
- Change format to currency for monetary values.
Key Terms & Definitions
- Calculated Field — A column in a query showing values calculated from existing data.
- Field Row — The top row in query design where you define fields to display or calculate.
- Label — The name shown at the top of the calculated field column.
- Square Brackets — Used around field names with spaces in formulas.
Action Items / Next Steps
- Practice creating calculated fields in Access queries using the three-step process.
- Double-check formulas for correct field name spelling and formatting.
- Watch the next video for advanced calculations involving dates and text.