Managing Relationships

Numeric Fields Referencing

Most of your data entry will be performed on forms. This is done to protect your tables from (even unintentional) corruption. This means that, during table design, you should be aware of which table is doing what and why. The combo boxes we have created so far provide a good mechanism for data entry but as long as you know what data a field is holding, you don't necessarily have to create these combo boxes on tables. The only piece of information a foreign key field really needs is a number: the number is what connects it to the Primary Key field of the originating table. Therefore, once you understand the use of relationships and lookup fields, you can simply create a numeric field that acts as a liaison between two tables.

In our earlier illustration, we saw that a foreign key field created in a table acts as an ambassador. To make this effective, a formal relationship must be created between that field and the primary key field of the table it represents. There should be some type of link between both fields.

When you are creating a Lookup field, you are indicating that the value entered in this particular field will come from another table, and you specify the originating table. The originating table is the parent table. The target table is the child table.

The reason you established Primary Keys in your tables is because these are the fields used to build relationships between tables. They are used to verify the uniqueness of data. They also, prevent data in relationships being mixed. You can build a reliable relationship only between data of the same kind. We also saw that, to make it easy to recognize the primary key of a parent table and the foreign key of a child table, both fields should have the same name, although this has little to do with the database itself: as long as both fields have the same data type, the relationship can be created.

Tables and fields relationships are created and managed in a special window called the Relationship window. To display it, on the Database toolbar, you can click the Relationships button. Alternatively, on the main menu, you can click Tools -> Relationships. After clicking one of those, if no relationship exists among the tables in the current database, the Show Table dialog box would come up, asking you to select the tables whose relationship(s) you want to create. If at least one relationship has been created between two tables, the Relationship window would come up and display that relationship or the already existing relationships. In this case also, if a table of the current database is not represented in the window, to add it, display the Show Table dialog box, select the table, click Add and click Close. You can create a relationship only between two tables that are present on the Relationships window. This means that even if a table is part of your database and you want to link it to another table (of your database), if the table has not been added to the Relationships window, you cannot create or manage its relationship to another table. Of course, there are other ways you can create relationships without using the Relationships window but the Relationships window gives you advanced and detailed means of creating and managing relationships.

When the Relationships window is displaying, a new menu group is added to the main menu: it is the Relationships. To establish a relationship that does not yet exist between two tables, you can drag the primary key from the parent table to the foreign key of the desired table. If you drag it accurately, the relationship would be acknowledged and you can just click Create to make it formal. If you dropped the primary key on the wrong field, you would have time to select the appropriate fields in the Edit Relationship dialog box.

After working with the Relationships window, you can close it. You would be asked to save it in order to keep the relationship(s) created.

Practical Learning: Establishing Tables Relationships

1. Open the Music Collection1 database
2. On the Database toolbar, click the Relationships button
   The Show Table dialog box comes up. From here, you will specify what tables (or queries) will be used when building your relationship (s):
    
3. Click MusicCategories once and click the Add button 
4. Double-click the MusicAlbums
5. On the Show Table dialog box, click the Close button
6. To add another table as if we forgot it, right-click an empty area in the Relationships window and click Show Table…
7. In the Show Table dialog box, click AlbumTracks. Then click Add and click the Close button
8. Arrange the layout of your Relationships window so that the MusicAlbums table is in the middle of the MusicCategories table on its left and the AlbumTracks table on its right.
   The originating table uses its Primary Key and associates it to the field you choose in the target table. The target field is referred to as the Foreign Key
9. Drag the MusicCategoryID field from the MusicCategories table and drop it on top of the MusicCategoryID field in the MusicAlbums table:
    
10. The Edit Relationship dialog box comes up. This allows you to confirm creating a relationship
    Click the Create button to create the relationship
    Now you have a line relating these two tables
11. Drag any field from the MusicAlbums table and drop it on top of any field in the AlbumTracks as if you missed the target
     
12. Once again, the Edit Relationship dialog box comes up
    On the dialog, under the left Table/Query, click the field that is selected to display its combo box. In that left combo box, select AlbumID and press Tab
13. Under Related Table/Query, click the field that is selected and click the arrow of its combo box
14. Select AlbumID
     
15. Click Create
16. To add another table that we failed to include to the diagram, on the main menu, click Relationships -> Show Table…
17. In the Show Table dialog box, double-click Artists and click Close
18. Position the new table to the top left section of the Relationships window and move the MusicCategories table under it
19. To create a new relationship, on the main menu, click Relationships -> Edit Relationship…
20. On the Edit Relationship dialog box, click Create New…
21. In the Create New dialog box, click the arrow of the Left Table Name combo box and select Artists. In the Right Table Name combo box, select MusicAlbums. In the Left Column Name combo box, select ArtistID. In the Right Column Name combo box, select RecordingArtistID
     
22. Click OK
23. In the Edit Relationship dialog box, click Create
     
24. On the Relationship toolbar, click the Save button and close the Relationships window
25. Now we will include a table without using the Relationships window. 
    Open the MusicAlbums table in Design View
26. Click the Format field to give it focus
27. Press Tab, type L and press F6
28. When the first page of the Lookup Wizard comes up, accept the first radio button and click Next
29. Click Formats and click Next
30. In the list, double-click AlbumFormat and click Next:
     
31. Agree to let Microsoft Access Hide The Primary Key and click Next
32. Accept the label as Format and click Finish
33. Accept to save the table
34. Save the table and switch to the Datasheet View to verify that the Format field has a combo box and does not allow any value that is not coming from the Formats table
35. Specify the appropriate formats
     
36. When you have finished, close the MusicAlbums table
37. To open the Relationships window, on the main menu, click Tools -> Relationships…
    Notice that, this time, the Relationships window opens because some relationships had already been created among tables
38. On the main menu, click Relationships -> Show Table…
39. On the Show Table dialog box, double-click Formats and click Close
40. Notice that a joining line is created between the MusicAlbums table and the Formats table
     
41. Save and close the Relationships window

MOUS Topics

Exercises 

Watts A Loan

1. Open the Watts A Loan database. Start a new table in Design View and create it with the following fields:
    

   Field Name	Data Type	Additional Information
   LoanProcessingID	AutoNumber	Primary Key Caption: Loan Processing ID
   EmployeeID	Number	Caption: Processed By
   DateProcessed	Date/Time	Format: Short Date Input Mask: 99/99/00 Caption: Date Processed
   CustomerID	Number	Caption: Account Number
   TypeOfLoanID	Number	Caption: Type of Loan
   LoanAmount	Currency	Loan Amount
   InterestRate	Number	Field Size: Double Format: Percent Caption: Interest Rate
   PeriodicPayment	Currency	Caption: Periodic Payment
   FirstPaymentDueDate	Date/Time	Format: Short Date Input Mask: 99/99/00 Caption: 1st Payment Due Date
   RegularPaymentsDueOn		Caption: Regular Payments Due On
   NumberOfPayments	Number	Field Size: Integer Caption: Number of Payments
   Notes	Memo

   Save it as LoanProcessing and close it

2. Open the Relationships window and create the relationships as follows:
    
   
    
   If you are using Microsoft Access >= 2000, print the Relationships diagram and save it as Watts A Loan Map

Yugo National Bank

• a) Open the Yugo National Bank and create a new table in Design View with the following fields:
   

  Field Name	Data Type	Additional Information
  TransactionID	AutoNumber	Primary Key Caption: Transaction ID
  Processed By
  Account Number
  Transaction Type

  b) Save the table as Transactions
  c) Use the Field Builder to add the TransactionDate field of the Transactions sample table under the other fields
  d) Use the Field Builder to add the TransactionNumber field of the Transactions sample table under the other fields
  e) Use the Field Builder to add the DepositAmount field of the Transactions sample table under the other fields
  f) Use the Field Builder to add the WithdrawalAmount field of the Transactions sample table under the other fields
  g) Use the Field Builder to add the ServiceCharge field of the Transactions sample table under the other fields
  g) Use the Lookup Wizard for the Processed By field. Select the LastName, the Title, and the CanCreateNewAccount fields of the Employees table. Keep the label as Processed By
  h) Use the Lookup Wizard for the Account Number field. Select the AccountNumber and the AccountName fields of the Customers table. Keep the label as Account Number
  i) Use the Lookup Wizard for the Transaction Type field. Select the TransactionType field of the TransactionTypes table. Keep the label as Transaction Type
  j) Add a new field at the end of the table and name it Charge Reason. Use the Lookup Wizard for the Charge Reason field. Select the ChargeReason field of the ChargeReasons table. Keep the label as Charge Reason
  k) Add a new field under the others. Name it Notes and set its Data Type to Memo
  Save the table and close it