I have over ten years of Microsoft Access experience developing simple and complex databases. I have over six years of experience training adults in Microsoft Access. Some of the databases I created are described below:
I have developed financial databases used by budget analysts to create operating budgets. The analyst could enter their budgeted revenue, track the expenditures and encumbrances and see their remaining balances. I created data entry forms, reports and other forms. The queries contained complex calculations. I also would insert statistical calculations in the reports. I developed special charts and graphs depicting financial trends. I created queries using the revenue and the expense codes as the primary keys. I also created macros and switchboards to navigate through the database forms and reports.
I have created databases to store contracts and manage contract status. The user could look up contracts by number. I created a find tool to look up contracts by keywords also. The user could track new, existing and expired contracts. The contract database had a data entry form to enter data, edit and delete data. The user could edit expiring contracts that needed to be renewed. The database had templates the user could use to create new RFPs. Reports were created showing contracts expiring within four months, contracts by date of creation, by award date, and end date, by awardees, and by contract titles.
A travel agency asked me to develop a database for them so they could find the following categories: hotels, activities, events, restaurants, traveler reviews and comments, etc. by locations. Each hotel, restaurants, rental cars, etc. was rated by quality of service, traveler’s comments and price. I created a data entry form that each travel agent could enter information of all the categories listed above. This provided all agents with personal, first-hand information and ratings about each category in each travel location. I also designed special reports sorted by hotels with the prices, rating, amenities, and traveler comments. The other categories had similar reports.
A small ring manufacturing company requested an inventory management database. I provided them with tools to enter and track raw materials, work in process and finished rings. The users could quickly see the inventory ordered, dates to be received, inventory on hand, work in process and finished goods. I created a report reflecting the number of times inventory was sold or used in a year. If the rate was low, there might be overstocking, obsolescence, or deficiencies in the product line or marketing effort. And alternatively if the rate was high it may be an indication of inadequate inventory levels, which may lead to a loss in business as the inventory is too low. This often could result in stock shortages. Management could then do further research to determine the cause or causes and required solutions.
Other reports were created to show where the inventory was in the production process, costs, forecasting, etc. Another report showed the length of time between raw materials ordered and delivery by suppliers. Suppliers were also rated by cost and quality of material. I created pivot tables and pivot charts. The users could quickly view a large amount of data in different matrix layouts. They could rotate the rows and columns to see multiply data clarifications at a summary and at a detail level.
I design and develop databases using the following process: First I consult with all the stakeholders on the purpose of the database and their individual needs. I create a project management timeline. I analyze the current record-keeping systems and the flow of work.
I create a model of the database for the client to review. Then I design the database tables. If there are existing data in a Word, Excel, Access document or saved in documents with other extensions, I import that data into the new Access database. I, then, design queries, macros, data-entry screens and switchboards. I create charts, graphs, pivot tables and pivot charts. I develop calculations in the queries and/or the reports. I create the forms and reports that the client requests. I do quality assurance and control throughout the project. Before the actual roll-out of the system, I do a beta testing. I continue to perform maintenance and enhancements of the system.
I have over six years of experience designing Microsoft Access training curriculum, manuals, and PowerPoint presentations and providing adult training.
My training experience includes work for the Texas Department of Transportation, Media Riders, and the Austin Independent Schools, and small businesses
I will customize your classes to meet your needs so you can have a successful future with your new Excel expertise.
The Excel Introductory class includes learning about the menu and toolbars, how to enter data and format your work. You will also learn about creating mathematical formulas. You will create checklists, expense lists and much more.
In the Intermediate Excel you will learn how to work with functions, charts, styles, and templates. You will also learn how to create subtotals and filters. You will learn how to importing and exporting data. You will create invoices, balance sheets, budgets, inventory tracking sheets and other personal and business spreadsheets.
The Advanced Excel class includes creating macros, pivot tables, and pivot charts. You will learn how to use advanced functions to calculate depreciation, calculate loan repayments, and perform investment calculations and much more.
This is just a small part of the entire curriculum. At your request, I will be send you the complete curriculum.
I have over eight years of professional training experience including six years for the Texas Department of Transportation. I specialize in Microsoft Office 2010 applications. Each course is customized to your skill level and interest. Here are some of options you can learn.
This course begins with the basics of composing and sending emails, scheduling appointments and meetings, managing contact information, scheduling tasks, and creating notes. Then you will learn how to customize your Outlook emails, use your calendar and track, share, assign and locate Outlook items.
You will also learn how to save and archive email messages,create a custom form and work offline and remotely.