Lotus Approach
Level 2


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.


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


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

Topics Covered in this session

          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


          Customizing the SmartIcons
          Customizing the menus


          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.

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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