Guide to the Access 2007 templates

You can use the Getting Started with Microsoft Office Access page to quickly get started with any of the professionally designed database templates that are included with Microsoft Office Access 2007. Each template creates a complete end-to-end solution that you can use either with no modification or customize to suit your needs. This article introduces the templates that are included with Office Access 2007. Additional templates are available from the Microsoft Office Online Web site.

In this article


What is a template?

Office Access 2007 includes a set of database templates designed for specific business needs. Each template is a complete tracking application, with predefined tables, forms, reports, queries, macros, and relationships. The templates are designed to be immediately useful out-of-the-box so that you can get up and running quickly. If the template design meets your needs, you are ready to go! If not, you can use the template to get a head start in creating the database that meets your specific need. You can also use the Getting Started with Microsoft Office Access page to connect to Microsoft Office Online and download the latest new or revised templates.

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How to create a database from a template

You create a database from a template from the Getting Started with Microsoft Office Access page. You can choose one of the Featured Online Templates, or click a category in the Template Categories pane to see additional choices. To view the templates available from Microsoft Office Online, click one of the categories listed in the From Microsoft Office Online pane.

Getting Started with Microsoft Office Access page

Once you have selected (highlighted) the template you want, enter a File Name in the File Name box on the right. You can then click either Create or Download, one of which will appear depending on whether your template is available locally or on Microsoft Office Online.

Create a database from a template

  1. Start Access from the Start menu or from a shortcut.

The Getting Started with Microsoft Office Access page appears.

  1. Click one of the featured online templates.
    -or-
    Click a category in the Template Categories pane or the From Microsoft Office Online pane, and then click a template.
  2. In the File Name box, type a file name
  3. Optionally, check the Create and link your database to a Windows SharePoint Services site if you want to link to a Windows SharePoint Services site.
  4. Click Create
    -or-
    Click Download

Contacts template file pane

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The Office Access 2007 templates

Office Access 2007 includes a collection of database templates that ship with the product. You can also use the Getting Started with Microsoft Office Access window to connect to Office Online and then download the latest new or revised templates.

The templates provided include:

  • Assets
  • Contacts
  • Events
  • Faculty
  • Issues
  • Marketing Projects
  • Projects
  • Sales Pipeline
  • Students
  • Tasks

Assets

Create an assets database to keep track of assets, including asset details and owners. You can place assets into categories and record their condition, acquired date, location, owner and more.

Asset Details form

Contacts

Create a contacts database to manage information about people that your team works with, such as customers and partners. You can track name and address information, phone numbers, e-mail addresses, and even attach a picture.

Contact List form

Events

Create an events database when you want to track upcoming meetings, deadlines, and other important events. Record title, location, start time, end time, description and attach an image.

Event Details form

Faculty

Create a database to track important information faculty information, such as telephone and address information, emergency contact information, and employment data.

Faculty Details form

Issues

Create an issues database to manage a set of issues or problems. You can assign, prioritize, and follow the progress of issues from start to finish.

Issue Details form

Marketing Projects

Keep track of the details for a marketing project and schedule and monitor project deliverables.

Marketing Projects template home page

Open Projects List

Projects

Manage tasks and keep an eye on the budget for one or more projects.

Project Details form

Sales Pipeline

Create a sales pipeline database to track the progress of prospective sales within a small group of sales professionals.

Open Opportunities List form

Students

Create a students database to keep track of information about your students, including emergency contacts, medical information, and information about their guardians.

Student Details form

Tasks

Track a group of work items that you or your team needs to complete.

Active Tasks report

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Applies to:
Access 2007