/en/access2013/designing-a-simple-query/content/

Introduction

Planning our query

Let's go through this planning process with a query we'll run on our bakery database. As you read through the planning process step by step, think about how each part of the planning process could apply to other queries you might run.

Step 1: Pinpointing the question we want to ask

Our bakery database contains many customers, some of whom have never placed an order but who are in our database because they signed up for our mailing list. Most of them live within the city limits, but others live out of town or even out of state. We want to get our out-of-town customers who've placed orders in the past to come back and give us another try, so we're going to mail them some coupons. We don't actually want our list to include customers who live too far away; sending a coupon to someone who doesn't live in our area probably won't make that person come in. So we just want to find people who don't live in our city but who still live in our area.

In short, the question we want our query to answer is this: Which customers live in our area, are outside the city limits, and have placed an order at our bakery?

Step 2: Identifying the information we need

What information might we want to see in a list about these customers? Obviously, we'll need the customers' names and their contact information—their addresses, phone numbers, and email addresses. But how are we going to know if they've placed orders? Each record of an order identifies the customer who placed that order. If we include the order ID numbers, we should be able to narrow our list down to only customers who have previously placed orders.

Step 3: Locating the tables containing the information we need

In order to write a query, you need to be familiar with the different tables in your database. From working extensively with our own database, we know that the customer information we need is located in fields in the Customers table. Our Order ID numbers are in a field in the Orders table. We only need to include these two tables to find all of the information we need.

Step 4: Determining the criteria our query should search for

When you set criteria for a field in a query, you are basically applying a filter to it that tells the query to retrieve only information that matches your criteria. Review the list of fields we are including in this query. How and where can we set criteria that will best help us answer our question?

We don't want customers who live in our town, Raleigh, so we want a criteria that will return all records except for those with Raleigh in the city field. We don't want customers who live too far away, either. All of the phone numbers in the area start with the area code 919, so we'll also include a criteria that will only return records whose entries from the phone number field begin with 919. This should guarantee that we'll only send coupons to customers who live close enough to actually come back and use them.

We won't set a criteria for the order ID field or any other fields because we want to see all of the orders made by people who meet the two criteria we just set.

To write queries, you'll need to be able to set criteria in a language that Access understands. As you can see in the image above, our criteria requiring phone numbers to begin with 919 must be typed like this: Like ("919*"). To learn how to write additional criteria, consult our printable Query Criteria Quick Reference Guide, which includes several of the most common criteria used in Access queries.

Joining tables in queries

The final thing you need to consider when designing a query is the way you link—or join—the tables you're working with. When you add two tables to an Access query, this is what you'll see in the Object Relationship pane:

The line connecting the two tables is called the join line. See how the join line is actually an arrow? This is because it indicates the order in which the query looks at data from the two tables. In the image above, the arrow is pointing from left to right, which means the query will look at data in the left table first, then look at only the data in the right table that relates to the records it's already seen in the left table.

Your tables won't always be joined this way. Sometimes Access will join them right to left. In either case, you might need to change the direction of the join to make sure your query includes the correct information. The join direction can affect which information your query retrieves.

To understand what this means, consider the query we're designing. For our query, we need to see customers who have placed orders, so we've included the Customers table and the Orders table. Let's take a look at some of the data contained in these tables.

What do you notice when you look at these lists? First of all, every single order in the Orders table is linked to someone in the Customers table—the customer who placed that order. However, when you look at the Customers table, you'll see that the customers who've placed multiple orders are linked to more than one order, and those who've never placed an order are linked to no orders. As you can see, even when two tables are linked it's possible to have records in one table that have no relationship to any record in the other table.

So what happens when Access tries to run our query with the current join, left to right? It pulls every record from the table to the left: our Customers table.

It then retrieves every record from the right table that has a relationship with a record Access has already taken from the left table.

Because our join began with the Customers table, our query will include records for all of our customers, including those who've never placed orders. This is more information than we need. We only want to see records for customers who have placed orders.

Fortunately, we can fix this problem by changing the direction of the join line. If we join the tables from right to left instead, Access will first retrieve the orders from the right table, our Orders table:

Then Access will look at the left table and retrieve only the records of customers who are linked to an order on the right.

We now have exactly the information we want: all of the customers who have placed an order, and only those customers. As you can see, we had to join our tables in the correct direction to obtain the information we wanted.

Now that we understand which join direction we need to use, we're ready to build our query!

In our query, we needed to use the right-to-left join, but the correct join direction for the tables in your queries will depend on what information you want to see and where that information is stored. When you add tables to a query, Access will automatically join the tables for you, but it often doesn't join them in the correct direction. This is why it's important to always review the joins between your tables before you build a query.

Creating a multi-table query

Now that we've planned our query, we're ready to design and run it. If you have created written plans for your query, be sure to reference them often throughout the query design process.

To create a multi-table query:

1. Select the Query Design command from the Create tab on the Ribbon.
   Clicking the Query Design Command
2. In the dialog box that appears, select each table you want to include in your query and click Add. You can press and hold the Ctrl key on your keyboard to select more than one table. When we planned our query, we decided we needed information from the Customers and Orders table, so we'll add these.
   Selecting tables to use in the query
3. After you have added all of the tables you want, click Close.
4. The tables will appear in the Object Relationship pane, linked by a join line. Double-click the thin section of the join line between two tables to edit its join direction.
   Clicking the join line to edit its direction
5. The Join Properties dialog box will appear. Select an option to choose the direction of your join.
   • Choose option 2: for a left-to-right join. In our query, the left table is the Customers table, so choosing this would mean all of the customers who met our location criteria—whether or not they had placed an order—would be included in our results. We don't want to choose this option for our query.
   • Choose option 3: for a right-to-left join. Because our right table is our Orders table, selecting this option will let us work with records for all of the orders and only the customers who've placed orders. We'll choose this option for our query because this is exactly the data we want to see.
     
6. In the table windows, double-click the field names you want to include in your query. They will be added to the design grid in the bottom part of the screen.
   
   In our example, we'll include most of the fields from the Customers table: First Name, Last Name, Street Address, City, State, Zip Code, and Phone Number. We'll also include the ID number from the Orders table.
   Adding table fields to the query
7. Set field criteria by entering the desired criteria in the criteria row of each field. We want to set two criteria:
   • First, to find customers who do not live in Raleigh, we'll type Not in ("Raleigh") in the City field.
   • Second, to find customers who have a phone number beginning with the area code 919, we'll type Like ("919*") in the Phone Number field.
   Setting field criteria
8. After you have set your criteria, run the query by clicking the Run command on the Design tab.
   Clicking the Run command
9. The query results will be displayed in the query's Datasheet view, which looks like a table. If you want, save your query by clicking the Save command in the Quick Access toolbar. When prompted to name it, type the desired name and click OK.
   Naming the new query to save it

Now you know how to create a multi-table query. In the next lesson, we'll talk about more query design options that can make your query even more powerful.

Challenge!

1. Open an existing Access database. If you want, you can use our Access 2013 sample database.
2. Create a new query.
3. Select the Customers and Orders tables to include in your query.
4. Change the join direction to right to left.
5. Add the following fields from the Customers table to your query:
   • First Name
   • Last Name
   • City
6. Add the following fields from the Orders table to your query:
   • Notes
   • ID
7. Set the following criteria:
   • In the Last Name field, type Like "Go*" to return only records with last names beginning with Go.
   • In the City field, type "Raleigh" to return only records with Raleigh in the City field.
   • In the ID field, type >=60 to return only records with an ID number greater than or equal to 60.
8. Run the query. If you entered the query correctly, your results will include one record for a customer named Will Good. If not, click the View drop-down arrow on the Ribbon to return to Design view and check your work.
9. Save the query with the name Will Query.

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