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Office 2013 – myitlab:grader – Instructions
Exploring - Access Chapter 3: Assessment Project 1
Retirement Accounts
Project Description:
One-Stop Finance is a company that works with Clients in all areas of finance. They assist with banking, financial
planning, mortgages, stock, insurance, retirement counseling, and debt consolidation. Cala Hamieh, one of the
senior planners for the company, is hoping to extract information from the database. The company has a large
database with hundreds of thousands of accounts, but to allow you to rapidly test your queries, you have created
a smaller version of the database with a small amount of clients. Once you are confident your queries work, you
can import them in to the main Access database.
Instructions:
For the purpose of grading the project you are required to perform the following tasks:
Step
1
2
3
4
Points
Possible
Instructions
Start Access. Open the downloaded Access file named exploring_a03_Grader_a1.
Create a query using Query Design. From the Clients table, display the client’s first and last
name. From the Accounts table, select the balance and account open date. Sort the query by
balance in descending order.
Hint: On the CREATE tab, in the Queries group, click Query Design. To sort, click in the Sort
row of the Balance field, click the arrow, and then click Descending.
Add a calculated field named AccountTime that calculates the number of days each client’s
accounts have been open. Assume today’s date is 12/31/2017. Recall dates must be enclosed
in # to denote to Access it is a date. Format the results in General Number format. Save the
query as Account Longevity, and close the query.
Hint: To create the calculated field, enter AccountTime: #12/31/2017#-[OpenDate] in
the first empty field. To format the field, right-click the field and click Properties. To save the
query, right-click the query tab and click Save.
Create a query using Query Design. From the Clients table, display the client first name and
last name. From the Accounts table, select the balance.
<!--StartFragment--> We did not cover totals queries. It’s useful but due to the lack of
time, we skipped it. Hence, this item is ungraded (zero point allocation).
<!--EndFragment-->
0
5
10
0
Add appropriate grouping so the client’s total retirement account balances are displayed. Add
a sort so the highest total account balances are displayed first.
5
<!--StartFragment--> We did not cover totals queries. It’s useful but due to the lack of
time, we skipped it. Hence, this item is ungraded (zero point allocation).
<!--EndFragment-->
0
Hint: To add the grouping, on the DESIGN tab, in the Show/Hide group, click Totals, then click
in the Total row for the Balance field. Click the arrow and then click Sum.
Switch to Datasheet view. Add a totals row displaying the count of the clients and the average
of total account balances. Save the query as Total Balances By Client, and close the query.
6
<!--StartFragment--> We did not cover totals queries. It’s useful but due to the lack of
time, we skipped it. Hence, this item is ungraded (zero point allocation).
<!--EndFragment-->
0
Hint: To switch views, on the Design tab, in the Results group, click View. To display the total
Updated: 04/15/2013
1
A_CH03_EXPV1_A1_Instructions.docx
Office 2013 – myitlab:grader – Instructions
Step
Exploring - Access Chapter 3: Assessment Project 1
Points
Possible
Instructions
row, on the Home tab, in the Records group, click Totals.
Create a copy of the Total Balances By Client query. Name the query Total Balances By
State. Open the query in Design view and remove the client name from the query. Add
grouping by the client’s state.
7
<!--StartFragment--> We did not cover totals queries. It’s useful but due to the lack of
time, we skipped it. Hence, this item is ungraded (zero point allocation).
<!--EndFragment-->
0
Hint: To create a copy of the query, right-click the query in the navigation pane and click
Copy.
Sort by the client’s state in Ascending order. Add criteria so clients with retirement account
balances of $10,000 or more are factored in to the query. Save and close the query.
8
9
10
11
12
<!--StartFragment--> We did not cover totals queries. It’s useful but due to the lack of
time, we skipped it. Hence, this item is ungraded (zero point allocation).
<!--EndFragment-->
Create a new query using Query Design. From the Clients table, select the client first name,
last name, and state. From the Accounts table, select the Balance. Add criteria so only
customers with balances under $15,000 are displayed.
Add a new field using the Expression Builder named LoanPayment. Insert the PMT function
to determine the monthly payment for a 2-year loan, paid monthly, with a 5% yearly interest
rate. The present value is 25000 minus the balance. For example, if you took out a loan and
had 5000 in savings, your present value would be 20000. Ensure the number displays as a
positive number.
Hint: To add the field, click in the first blank field and then on the DESIGN tab, in the Query
Setup group, click Builder. The expression is LoanPayment: -Pmt(0.05/12,24,25000-[Balance])
Change the format of the LoanPayment field to Currency. Change the caption to Loan
Payment. Save the query as Monthly Loan Payments and close the query.
Hint: On the Design tab, in the Show/Hide group, click Property Sheet.You can also use an
expression to change the format to currency.
LoanPaymentCur: Cur([LoanPayment])
Close all database objects. Close the database and then exit Access. Submit the database as
directed.
Total Points
Updated: 04/15/2013
2
0
10
15
10
0
50
A_CH03_EXPV1_A1_Instructions.docx