Wednesday, April 5, 2017

View and manage objects by using the Navigation Pane

View and manage objects by using the Navigation Pane

In this article

Overview of the Navigation Pane

Select a category view

Display and sort objects

Find objects in a database

Create and modify custom categories and groups

Add objects to a custom group

Remove and restore shortcuts in custom groups

Hide objects and groups

Unhide objects and groups

Overview of the Navigation Pane

The Navigation Pane, new in Microsoft Office Access 2007, is a central location from which you can easily view and access all your database objects, run reports, or enter data directly in tables. The Navigation Pane replaces the Database window, which was used in earlier versions of Access. When you open a database in Office Access 2007, the Navigation Pane is displayed to the left of any open database objects or the workspace.

You can customize how the Navigation Pane is displayed in the following ways:

To

Do this

Change the width of the Navigation Pane

Position the pointer over the right edge of the Navigation Pane and then, when it changes to a double-sided arrow, drag the edge to increase or decrease the width.

Expand or collapse the appearance of the Navigation Pane

Click the Shutter Bar Open/Close Button Shutter bar open/close button for Navigation Pane in Access , or press F11 to toggle the pane between the open and closed views.

Navigation Pane, shown both closed and open

In the Navigation Pane, all the objects that are defined in the database are displayed as categories. In the preceding figure, All Access Objects is the category, and Tables, Queries, Forms, and Reports are the groups. Each category is organized into groups that are displayed as bars. Group names change, based on the category view that is selected, and a group can contain one or more database objects.

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Select a category view

When you create a new database in Office Access 2007, the category name that is displayed in the Navigation Pane is All Tables. Access 2007 also creates a category named Custom that you can use to create a custom view of your objects. In addition, Access 2007 provides three more predefined category views that you can select, according to the way in which you want the objects to be displayed:

Category

Description

Tables and Related Views

View how tables are related to other objects in the database.

Object Type

View all the objects in the database, sorted by their type.

Created Date

and

Modified Date

Locate objects that are created or modified on a specific date or in a date range. You can filter by Today or All Dates. These categories display objects in descending order from when they were created or last modified.

For example, in the Northwind 2007 sample database that is installed with Office Access 2007, if you display the All Tables category, you can see how various objects are related to a table. In this view, within each group, the table is always listed first, followed by all the objects that depend on the data in that table. In the following figure, the Employees group displays the Employees table followed by the objects related to the Employees table, and the same occurs with the Shippers and Customers groups.

Navigation pane showing tables within groups and objects related to each table

Each time that you select a predefined category, Access includes a global group that contains all the objects in the database. You can easily locate the global group for a category by looking for the word All in front of the group name. For example, if you select the Tables and Related Views category, the global group is called All Tables.

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Display and sort objects

You can select the way in which the objects in the database are displayed in the Navigation Pane. For example, you can include the creation or modified dates, or display objects as icons or lists. By default, Access sorts the objects in the Navigation Pane by object type in ascending alphabetical order, but you can also change the sorting to suit your needs. To specify how objects are displayed and sorted, do the following:

  • Right-click the top of the Navigation Pane to display the shortcut menu, and then do any one of the following:

    • To change how the objects are displayed, point to View By, and then click either Details, Icon, or List.

    • To view all the groups in the database, click Show all groups.

    • To change the sort order for the objects, point to Sort By and then select a sorting option.

    • To sort manually and customize the display order, click Sort By, and then click Remove Automatic Sorts.

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Find objects in a database

While you type text in the Search box, Office Access 2007 searches within the category for any groups that contain an object or object shortcut that meets your search terms. Any groups that don't contain a match are collapsed.

Note: Access searches for objects only in the categories and groups that are currently displayed in the Navigation Pane.

Tip: To search the whole database for a specific object, select one of the predefined categories in the Navigation Pane, such as Tables and Related Views or Object Type. This helps make sure that all the groups are visible in the Navigation Pane.

Use the Search box to find database objects or shortcuts

  1. If the Search box is not already visible at the top of the Navigation Pane, right-click the menu bar at the top of the Navigation Pane, and then click Search Bar.

  2. Type either a part or the complete name of the object or shortcut in the Search Bar box.

    Search Bar in the Navigation Pane

    While you type characters, Access searches and eliminates any group headings that don't contain a match.

  3. To perform another search, click Clear Search String The Clear Search String button or press BACKSPACE to delete characters, and then type the new text for which you want to search.

    Note: When you clear the Search Bar box, the Navigation Pane again displays all of the available objects.

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Create and modify custom categories and groups

When you create a new database without using a template, Office Access 2007 automatically creates a custom category, which displays one group that contains all the objects that are defined in the database. You can rename the custom category, create more custom groups in it, and assign objects to those groups. The default sorting option for groups is All Tables.

When you view custom categories and groups from the Navigation Pane, you always see the shortcuts to the objects. Shortcuts can be identified by a small arrow next to the lower-left corner of the object icon.

Shortcuts in a custom category view

When you open a shortcut, you open the object it points to. However, if you delete a shortcut, Office Access 2007 does not delete the object in the database that the shortcut points to. You can also hide and rename shortcuts without changing the data that the shortcuts point to in the database.

One way to customize the objects in a database is by creating custom categories. For example, you can create a custom category when you want to create a form with specific types of buttons or links that you can use to navigate the database. When you create a custom category, it applies to the current database only. You cannot transfer custom categories and groups to other databases. You can create a custom category by either renaming the default Custom category that Access provides or by creating a new custom category. Limiting the number of custom categories and groups in your database can make it easier to locate data.

Note:  Although you can remove objects from a custom category or group, you cannot remove objects from a predefined category or group.

Use the Navigation Options dialog box to create and manage custom categories and groups. The dialog box displays a list of all the categories that have been defined in the database, and shows the groups for a selected category.

Create a custom category

When you create a new custom category, groups named Unassigned Objects and Custom Group 1 are created for that category. By default, Office Access 2007 does not put any objects in the Unassigned Objects group. Instead, all the objects in a category that are not assigned to any group are displayed in the Unassigned Objects group in the Navigation Pane.

  1. To create a new category, right-click the menu at the top of the Navigation Pane, and then click Navigation Options.

  2. Under Categories, click Add Item.

    A new category appears under Categories in the Navigation Options dialog box.

  3. Type a name for the new category, and then press ENTER.

Rename a custom category

If an unused custom category is available, you can rename it instead of adding a new custom category.

  1. To rename a custom category, right-click the menu at the top of the Navigation Pane, and then click Navigation Options.

  2. Under Categories, click Custom, and then click Rename Item.

  3. Type a new name for the category, and then press ENTER.

After you create or rename a custom category, you need to create custom groups under each custom category.

Access automatically creates a Custom Group 1 and an Unassigned Objects group under each new category. Objects that are not assigned to groups are automatically put in the Unassigned Objects group. You can either create a new custom group or rename the Custom Group 1 group to the name that you choose.

Create a custom group

  1. To create a new custom group, right-click the menu at the top of the Navigation Pane, and then click Navigation Options.

  2. Under Groups for category name, click Add Group.

  3. Type a name for the new group, and then press ENTER.

Rename a custom group

  1. To rename a custom group, right-click the menu at the top of the Navigation Pane, and then click Navigation Options.

  2. Under Groups for category name, click the custom group, and then click Rename Group.

  3. Type a new name for the group, and then press ENTER.

After you have created a custom group in a custom category, you add or move objects, such as tables, into the custom group.

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Add objects to a custom group

You can add objects to a custom group in several different ways, such as dragging an object to create a shortcut, copying and pasting, and importing objects from external sources. However, if you choose to cut an object from a group, be aware that this can cause problems. We do not recommend cutting an object because a database is a set of components that work together, and if an object is deleted from that set of components, it can break part or all of the functionality of the database.

  • To add or move objects in the database into a custom group, click the drop-down arrow at the top of the Navigation Pane, and then click the custom group that you created.

  • Under Unassigned Objects, right-click the object that you want to add or move.

  • Click Add to group on the shortcut menu, and then click the custom group that you want to add the object to.

Copy and paste objects

  • In the Navigation Pane, right-click the object that you want to copy, and then click Copy.

  • Right-click the group in the Navigation Pane where you want to paste the object, and then click Paste. You can also paste the object in the Navigation Pane of another database that is open in Office Access 2007.

Importing tables from other databases or data from other programs (such as text files and Microsoft Office Excel workbooks) is another way to add objects to your database. For more information about how to import external data, see the links in the See Also section of this article.

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Remove and restore shortcuts in custom groups

When you view custom objects in the Navigation Pane, you are actually looking at shortcuts to those objects. An object icon with a small arrow next to its lower-left corner indicates that it is a shortcut or pointer to the actual object.

Shortcuts in a custom category view

If you remove or delete a shortcut from the Navigation Pane, you are only removing the pointer to that object and not removing the object from the database. When the shortcut of an object is removed from a custom group in the Navigation Pane, the reference to the object is removed from the custom group, and the object appears in the Unassigned Objects group in the Navigation Pane.

  • To remove a shortcut, right-click the object in the Navigation Pane, and then click Remove.

  • To restore the shortcut for the object, drag the object from the Unassigned Objects group in the Navigation Pane to the custom group.

Important: Although you can delete (that is, permanently remove) predefined and custom groups, we do not recommend doing this because it can cause problems in the database. Databases are sets of components that work together, and if an object is deleted from that set of components, it can break part or all the functionality of the database.

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Hide objects and groups

Hiding an object or group can be a better option than deleting it when the object or group is not used or you want to restrict access to it. Hiding an object does not change the database, whereas deleting an object or group (even if it appears to be a duplicate) can break part or all of the functionality of the database.

To hide an object or group in the Navigation Pane, do one of the following:

  • To hide an object, right-click the object, and then click Hide in this Group.

  • To hide an entire group, right-click the group, and then click Hide.

To hide an object or group that appears dimmed in the Navigation Pane, do the following:

  1. Right-click the menu bar at the top of the Navigation Pane, and then click Navigation Options.

  2. In the Navigation Options dialog box, clear the Show Hidden Objects check box, and then click OK.

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Unhide objects and groups

To display hidden objects or groups without providing access to them, do the following:

  • Right-click the menu bar at the top of the Navigation Pane, and then click Navigation Options.

  • In the Navigation Options dialog box, select the Show Hidden Objects check box, and then click OK.

If the hidden objects and groups appear dimmed in the Navigation Pane, they are not enabled. To make these dimmed objects or groups available from the Navigation Pane, do the following:

  • To enable an object, right-click the object, and then click Unhide in this Group.

  • To unhide a group, right-click the group, and then click Unhide.

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