Thursday, May 24, 2018

Create, edit or delete a relationship

Create, edit or delete a relationship

A relationship helps you combine data from two different tables. Each relationship consists of fields in two tables, with data that corresponds. For example, you might have a ProductID field in a Products table and in an OrderDetails table. Each record in the OrderDetails table has a ProductID that corresponds to a record in the Products table with the same ProductID.

When you use related tables in a query, the relationship lets Access determine which records from each table to combine in the result set. A relationship can also help prevent missing data, by keeping deleted data from getting out of synch.

This article provides step-by-step procedures for creating, editing and deleting a relationship. It also describes how to enforce referential integrity to prevent the creation of orphan records, how to set the join type to determine which records from each side of a relationships are included in a query result, and how to set the cascade options to keep references synchronized.

In this article

Overview

Create a table relationship by using the Relationships window

Create a table relationship by using the Field List pane to add a field

Create or modify a relationship in a web database

Edit a relationship

Enforce referential integrity

Delete a table relationship

Overview

In a regular Access database, you create a table relationship using one of the following methods:

  • In the Relationships window, add the tables that you want to relate, and then drag the field to relate them from one table to the other table.

  • Drag a field on to a table datasheet from the Field List pane.

When you create a relationship between tables, the common fields are not required to have the same names, although it is often the case that they do. The common fields must have the same data type. If the primary key field is an AutoNumber field, however, the foreign key field can also be a Number field if the FieldSize property of both fields is the same. For example, you can match an AutoNumber field and a Number field if the FieldSize property of both fields is Long Integer. When both common fields are Number fields, they must have the same FieldSize property setting.

Web database relationships

Important:  The Relationships window is not available in a web database.

In a web database, you create a relationship by using the Lookup & Relationship Wizard. You add a new field to one of the tables, and the new field gets its values by looking them up in an existing table.

If you want to change a relationship in a web database, you select the related field and then run the Lookup Wizard again to modify the relationship.

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Create a table relationship by using the Relationships window

  1. On the Database Tools tab, in the Relationships group, click Relationships.

  2. If you have not yet defined any relationships, the Show Table dialog box automatically appears. If it does not appear, on the Design tab, in the Relationships group, click Show Table.

    The Show Table dialog box displays all of the tables and queries in the database. To see only tables, click Tables. To see only queries, click Queries. To see both, click Both.

  3. Select one or more tables or queries and then click Add. After you have finished adding tables and queries to the Relationships document tab, click Close.

  4. Drag a field (typically the primary key) from one table to the common field (the foreign key) in the other table. To drag multiple fields, press the CTRL key, click each field, and then drag them.

    The Edit Relationships dialog box appears.

    Edit Relationships dialog box

  5. Verify that the field names shown are the common fields for the relationship. If a field name is incorrect, click on the field name and select the appropriate field from the list.

    To enforce referential integrity for this relationship, select the Enforce Referential Integrity check box. For more information about referential integrity, see the section Enforce Referential Integrity

  6. Click Create.

    Access draws a relationship line between the two tables. If you selected the Enforce Referential Integrity check box, the line appears thicker at each end. In addition, again only if you selected the Enforce Referential Integrity check box, the number 1 appears over the thick portion on one side of the relationship line, and the infinity symbol () appears over the thick portion on the on the other side of the line, as shown in the following figure.

Drag a field from one table to the matching field in the other table.

Notes: 

  • To create a one-to-one relationship    Both of the common fields (typically the primary key and foreign key fields) must have a unique index. This means that the Indexed property for these fields should be set to Yes (No Duplicates). If both fields have a unique index, Access creates a one-to-one relationship.

  • To create a one-to-many relationship    The field on the one side (typically the primary key) of the relationship must have a unique index. This means that the Indexed property for this field should be set to Yes (No Duplicates). The field on the many side should not have a unique index. It can have an index, but it must allow duplicates. This means that the Indexed property for this field should be set to either No or Yes (Duplicates OK). When one field has a unique index, and the other does not, Access creates a one-to-many relationship.

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Create a table relationship by using the Field List pane to add a field

You can add a field to an existing table that is open in Datasheet view by dragging it from the Field List pane. The Field List pane shows fields available in related tables and also fields available in other tables in the database.

When you drag a field from an "other" (unrelated) table and then complete the Lookup Wizard, a new one-to-many relationship is automatically created between the table in the Field List pane and the table to which you dragged the field. This relationship, created by Access, does not enforce referential integrity by default. To enforce referential integrity, you must edit the relationship. See the section Edit a table relationship for more information.

Open a table in Datasheet view

  • In the Navigation Pane, double-click the table.

Open the Field List pane

  • Press ALT+F8. The Field List pane appears.

    Field List pane

The Field List pane shows all of the other tables in your database, grouped into categories. When you work with a table in Datasheet view, Access displays fields in either of two categories in the Field List pane: Fields available in related tables and Fields available in other tables. The first category lists all of the tables that have a relationship with the table with which you are currently working. The second category lists all of the tables with which your table does not have a relationship.

In the Field List pane, when you click the plus sign (+) next to a table name, you see a list of all the fields available in that table. To add a field to your table, drag the field that you want from the Field List pane to the table in Datasheet view.

Add a field and create a relationship from the Field List pane

  1. With the table open in Datasheet view, press ALT+F8. The Field List pane appears.

  2. Under Fields available in other tables, click the plus sign (+) next to a table name to display the list of fields in that table.

  3. Drag the field that you want from the Field List pane to the table that is open in Datasheet view.

  4. When the insertion line appears, drop the field into position.

    The Lookup Wizard starts.

  5. Follow the instructions to complete the Lookup Wizard.

    The field appears in the table in Datasheet view.

When you drag a field from an "other" (unrelated) table and then complete the Lookup Wizard, a new one-to-many relationship is automatically created between the table in the Field List and the table to which you dragged the field. This relationship, created by Access, does not enforce referential integrity by default. To enforce referential integrity, you must edit the relationship. See the section Edit a table relationship for more information.

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Create or modify a relationship in a web database

To create a relationship in a web database, you must use the Lookup Wizard. The Relationships window is not available in a web database. You use a field in one table as the source for values in the related field in another table.

Note:  The field that you use as the source for values must already exist before you can use the Lookup Wizard.

Create a relationship by using the Lookup Wizard

  1. Open the table that should get its values from the other table.

  2. To the right of the last field, click Click to Add, and then click Lookup & Relationship.

    You might need to scroll horizontally to see Click to Add.

  3. On the first screen of the Lookup Wizard, select I want the lookup field to get the values from another table, and then click Next.

  4. Select the table that has the source values, and then click Next.

  5. In the Available Fields box, double-click the field that has the source values, and then click Next.

  6. Optionally, specify a sort order for the lookup field. Click Next.

  7. Optionally, adjust the width of the lookup field – a good idea if the values are long. Click Next.

  8. Enter a name for the new field. If you want to make sure that the values in the two tables always match, select the Enable Data Integrity check box, and then click one of the following:

    • Cascade Delete – this option means that if you delete a record from one table, corresponding records in the other table are also deleted.

    • Restrict Delete – this option means that if you attempt to delete a record from one table but there is a corresponding record in the other table, the delete operation is not allowed.

      Note:  Do not select Allow Multiple Values in the Lookup Wizard when you are using the wizard to create a relationship.

Modify a relationship in a web database

  1. Open the table that gets its values from another table.

  2. Select the field that gets its values from another table.

  3. On the Fields tab, in the Properties group, click Modify Lookups.

  4. Follow the steps in the wizard to make the changes that you want. You can change the following:

    • The field that is the source of values

    • The sort order of the values

    • The width of the field, and whether to hide the key column

    • The label for the lookup field

    • Whether data integrity is enabled

    • If data integrity is enabled, whether deletes are cascaded or restricted

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Edit a relationship

You change a relationship by selecting it in the Relationships window and then editing it.

  1. Carefully position the cursor so that it points to the relationship line, and then click the line to select it.

    The relationship line appears thicker when it is selected.

  2. With the relationship line selected, double-click it.

    –or–

    On the Design tab, in the Tools group, click Edit Relationships.

The Edit Relationships dialog box appears.

Open the Edit Relationships dialog box

  1. On the Database Tools tab, in the Relationships group, click Relationships.

    The Relationships window appears.

    If you have not yet defined any relationships and this is the first time you are opening the Relationships window, the Show Table dialog box appears. If the dialog box appears, click Close.

  2. On the Design tab, in the Relationships group, click All Relationships.

    All tables with relationships are displayed, showing relationship lines. Note that hidden tables (tables for which the Hidden check box in the table's Properties dialog box is selected) and their relationships will not be shown unless Show Hidden Objects is selected in the Navigation Options dialog box.

  3. Click the relationship line for the relationship that you want to change. The relationship line appears thicker when it is selected.

  4. Double-click the relationship line.

    -or-

    On the Design tab, in the Tools group, click Edit Relationships.

    The Edit Relationships dialog box appears.

    Edit Relationships dialog box

  5. Make your changes, and then click OK.

    The Edit Relationships dialog box allows you to change a table relationship. Specifically, you can change the tables or queries on either side of the relationship, or the fields on either side. You can also set the join type, or enforce referential integrity and choose a cascade option. For more information about the join type and how to set it, see the section Set the join type. For more information about how to enforce referential integrity and choose a cascade option, see the section Enforce referential integrity.

Set the join type

When you define a table relationship, the facts about the relationship inform your query designs. For example, if you define a relationship between two tables, and you then create a query that employs the two tables, Access automatically selects the default matching fields based upon the fields specified in the relationship. You can override these initial default values in your query, but the values supplied by the relationship will often prove to be the correct ones. Because matching and bringing together data from more than one table is something you will do frequently in all but the most simple databases, setting defaults by creating relationships can be time saving and beneficial.

A multiple table query combines information from more than one table by matching the values in common fields. The operation that does the matching and combining is called a join. For instance, suppose you want to display customer orders. You create a query that joins the Customers table and the Orders table on the Customer ID field. The query result contains customer information and order information for only those rows where a corresponding match was found.

One of the values you can specify for each relationship is the join type. The join type tells Access which records to include in a query result. For example, consider again a query that joins the Customers table and the Orders table on the common fields that represents the Customer ID. Using the default join type (called an inner join), the query returns only the Customer rows and the Order rows where the common fields (also called the joined fields) are equal.

However, suppose you want to include all Customers — even those who have not yet placed any orders. To accomplish this, you have to change the join type from an inner join to what is known as a left outer join. A left outer join returns all of the rows in the table on the left side of the relationship and only those that match in the table on the right. A right outer join returns all of the rows on the right and only those that match on the left.

In this case, "left" and "right" refer to the position of the tables in the Edit Relationships dialog box, not the Relationships window.

You should think about the result you will most often want from a query that joins the tables in this relationship, and then set the join type accordingly.

Set the join type

  1. In the Edit Relationships dialog box, click Join Type.

    The Join Properties dialog box appears.

  2. Click your choice, and then click OK.

The following table (using the Customers and Orders tables) shows the three choices that are displayed in the Join Properties dialog box, the type of join they use, and whether all rows or matching rows are returned for each table.

Choice

Relational join

Left table

Right table

1. Only include rows where the joined fields from both tables are equal.

Inner join

Matching rows

Matching rows

2. Include ALL records from 'Customers' and only those records from 'Orders' where the joined fields are equal.

Left outer join

All rows

Matching rows

3. Include ALL records from 'Orders' and only those records from 'Customers' where the joined fields are equal.

Right outer join

Matching rows

All rows

When you choose option 2 or option 3, an arrow is shown on the relationship line. This arrow points to the side of the relationship that shows only matching rows.

Make changes in the Join Properties dialog box

  1. On the Database Tools tab, in the Relationships group, click Relationships.

    Note:  If you have not yet defined any relationships and this is the first time you are opening the Relationships window, the Show Table dialog box appears. If the dialog box appears, click Close.

  2. On the Design tab, in the Relationships group, click All Relationships.

  3. All tables that have relationships are displayed, showing relationship lines. Note that hidden tables (tables for which the Hidden check box in the table's Properties dialog box is selected) and their relationships will not be shown unless Show Hidden Objects is selected in the Navigation Options dialog box.

  4. Click the relationship line for the relationship that you want to change. The relationship line appears thicker when it is selected.

  5. Double-click the relationship line. The Edit Relationships dialog box appears.

  6. Click Join Type.

  7. In the Join Properties dialog box, click an option, and then click OK.

    1. Join Properties dialog box

  8. Make any additional changes to the relationship, and then click OK.

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Enforce referential integrity

The purpose of referential integrity is to prevent orphan records – records that reference other records that no longer exist. You enforce referential integrity by enabling it for a table relationship. Once enforced, Access rejects any operation that would violate referential integrity for that table relationship. This means that Access will reject both updates that change the target of a reference and deletions that remove the target of a reference. To have Access propagate referential updates and deletions so that all related rows are changed accordingly, see the Set the cascade options section.

Turn referential integrity on or off

  1. On the Database Tools tab, in the Relationships group, click Relationships.

  2. On the Design tab, in the Relationships group, click All Relationships.

    All tables with relationships are displayed, showing relationship lines. Note that hidden tables (tables for which the Hidden check box in the table's Properties dialog box is selected) and their relationships will not be shown unless Show Hidden Objects is selected in the Navigation Options dialog box.

  3. Click the relationship line for the relationship that you want to change. The relationship line appears thicker when it is selected.

  4. Double-click the relationship line. The Edit Relationships dialog box appears.

  5. Select or clear Enforce Referential Integrity.

  6. Make any additional changes to the relationship, and then click OK.

If you enforce referential integrity, the following rules apply:

  • You cannot enter a value in the foreign key field of a related table if that value doesn't exist in the primary key field of the primary table — doing so creates orphan records.

  • You cannot delete a record from a primary table if matching records exist in a related table. For example, you cannot delete an employee record from the Employees table if there are orders assigned to that employee in the Orders table. You can, however, choose to delete a primary record and all related records in one operation by selecting the Cascade Delete Related Records check box.

  • You cannot change a primary key value in the primary table if doing so would create orphan records. For example, you cannot change an order number in the Orders table if there are line items assigned to that order in the Order Details table. You can, however, choose to update a primary record and all related records in one operation by selecting the Cascade Update Related Fields check box.

    Notes: If you have difficulty enabling referential integrity, note that the following conditions are required to enforce referential integrity:

    • The common field from the primary table must be a primary key or have a unique index.

    • The common fields must have the same data type. The one exception is that an AutoNumber field can be related to a Number field that has a FieldSize property setting of Long Integer.

    • Both tables exist in the same Access database. Referential integrity cannot be enforced on linked tables. However, if the source tables are in Access format, you can open the database in which they are stored and enable referential integrity in that database.

Set the cascade options

You might encounter a situation where you have a valid need to change the value on the "one" side of a relationship. In such a case, you need Access to automatically update all of the affected rows as part of a single operation. That way the update is completed in full so that your database is not left in an inconsistent state — with some rows updated and some not. Access helps you avoid this problem by supporting the Cascade Update Related Fields option. When you enforce referential integrity and choose the Cascade Update Related Fields option, and you then update a primary key, Access automatically updates all fields that reference the primary key.

You might also need to delete a row and all related records — for instance, a Shipper record and all related orders for that shipper. For this reason, Access supports the Cascade Delete Related Records option. When you enforce referential integrity and select the Cascade Delete Related Records check box, Access automatically deletes all records that reference the primary key when you delete the record that contains the primary key.

Turn cascade update and/or cascade delete on or off

  1. On the Database Tools tab, in the Relationships group, click Relationships.

  2. On the Design tab, in the Relationships group, click All Relationships.

    All tables with relationships are displayed, showing relationship lines. Note that hidden tables (tables for which the Hidden check box in the table's Properties dialog box is selected) and their relationships will not be shown unless Show Hidden Objects is selected in the Navigation Options dialog box.

  3. Click the relationship line for the relationship that you want to change. The relationship line appears thicker when it is selected.

  4. Double-click the relationship line.

    The Edit Relationships dialog box appears.

  5. Select the Enforce Referential Integrity check box.

  6. Select either the Cascade Update Related Fields or the Cascade Delete Related Records check box, or select both.

  7. Make any additional changes to the relationship, and then click OK.

Note: If the primary key is an AutoNumber field, selecting the Cascade Update Related Fields check box will have no effect, because you cannot change the value in an AutoNumber field.

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Delete a table relationship

Important: When you remove a relationship, you also remove referential integrity support for that relationship, if it is enabled. As a result, Access will no longer automatically prevent the creation of orphan records on the "many" side of a relationship.

To remove a table relationship, you must delete the relationship line in the Relationships window. Position the cursor so that it points to the relationship line, and then click the line. The relationship line appears thicker when it is selected. With the relationship line selected, press DELETE.

  1. On the Database Tools tab, in the Relationships group, click Relationships.

  2. On the Design tab, in the Relationships group, click All Relationships.

    All tables with relationships are displayed, showing relationship lines. Note that hidden tables (tables for which the Hidden check box in the table's Properties dialog box is selected) and their relationships will not be shown unless Show Hidden Objects is selected in the Navigation Options dialog box.

  3. Click the relationship line for the relationship that you want to delete. The relationship line appears thicker when it is selected.

  4. Press the DELETE key.

  5. Access might display the message Are you sure you want to permanently delete the selected relationship from your database?. If this confirmation message appears, click Yes.

Note: If either of the tables employed in the table relationship are in use — perhaps by another person or process, or in an open database object, such as a form — you will not be able to delete the relationship. You must close any open objects that employ these tables before you try to remove the relationship.

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