Lotus Approach
Level 1


Participants will learn the basic skills necessary to begin using Approach so they can design and create a basic database-management system. Participants will learn how to design and create a basic database-management system that includes forms, worksheets, and reports. They will also learn how to find specific records within a database and how to join multiple databases.


Windows (95/98/NT 4) 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


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

Topics Covered in this session

          Introduction to databases
          Introduction to database concepts and terminology
          An overview of Approach

          Creating a database

          Database design concepts
          Creating and saving a database structure
          Adding records and observing the files

          Modifying forms, worksheets, and databases

          Adding a form to an Approach file
          Renaming and adding fields
          Creating calculated fields
          Deleting fields

          Managing records in a database

          Finding records
          The Find Assistant
          Sorting, adding, and deleting records

          Additional data-management techniques

          Using operators
          Using And and Or conditions
          Creating and modifying reports
          Columnar reports
          Reports with groups
          Printing enhancements

          Enhanced form design

          Data-verification techniques
          Display and tab-order enhancements

          Introduction to managing multiple databases

          Database design techniques
          Creating multiple database forms


          Database file types
          Using the Internet in Approach

Performance-based objectives
  • Demonstrate an understanding of database concepts by using database terminology and identifying the components of an Approach database.
  • Apply database design principles by creating a database and inputting data.
  • Modify forms, worksheets, and databases by adding, moving, and deleting fields.
  • Find specific records or groups of records by using Approach to sort and locate data.
  • Manage data by using search criteria such as operators and conditions.
  • List, group, and summarize data by creating and modifying reports.
  • Enhance forms by applying data-validation techniques, moving objects, and adding macro buttons and graphics.
  • Manage multiple databases by applying database design principles and joining multiple databases.

This course is not available on our public schedule, call us on 1800 456 002 or EMAIL to book this course

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