Lotus Approach Level 2

Outcomes

Participants will learn how to manipulate multiple databases, create crosstabs and charts to summarize data, create macros, and customize the Approach environment. Participants will learn how to manipulate multiple databases by using some of the advanced features in Approach Millennium Edition.

Prerequisites

Lotus Approach introduction, or equivalent knowledge.

What should you be familiar with?

Familiarity with spreadsheet or data management applications would be an advantage

Session Length

2 Days, 9:00am to 4:30pm

Location

This session is conducted either on site, or at our training rooms.

Topics Covered in this session

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Copying, importing, and exporting data Using existing Approach files as templates Importing files Exploring files Managing multiple databases Exploring the Approach preferences Data normalization Analyzing database relationships Joining databases Advanced form design Repeating panel forms Form enhancements Advanced report design Repeating panel reports PowerClick reporting

Creating worksheets and crosstabs Charting data Form letters and mailing labels Creating a form letter Creating mailing labels Creating and using macros Modifying macros Creating a looping macro Attaching macros Recording macros Customization Customizing the SmartIcons Customizing the menus Appendix An overview of LotusScript

Performance-based objectives

• Define databases and add data to them by using templates and by importing and exporting data.
• Explore the Approach Preferences settings, and identify and solve common data problems by applying the concepts of data normalization.
• Create forms based on multiple databases by using a repeating panel.
• Display data from multiple databases by creating repeating panel reports.
• Analyze and evaluate the information in databases by creating worksheets, crosstabs, and charts.
• Create form letters and generate mailing labels from databases.
• Use existing macros like templates to create new macros, and create decision-making macros by using the If function.
• Personalize the Approach environment by displaying a customized set of SmartIcons and creating a custom menu.