Expert answer:Access assignment

Solved by verified expert:i attached files below. Access file is where to do the work. the other file is question. Please use my file to complete the work
duong_exploring_a03_grader_a1.zip

ex16_ac_ch03_grader_cap_as_instructions.docx

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Office 2016 – myitlab:grader – Instructions
Exploring – Access Chapter 3: Assessment Project 1
EX16_AC_CH03_GRADER_CAP_AS – 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
Instructions
Points
Possible
1
Start Access. Open the downloaded Access file named exploring_a03_Grader_a1.accdb.
0
2
Create a query using Query Design. From the Clients table, display the client’s First and
LastName. From the Accounts table, select the Savings Balance and OpenDate. Sort the query
by savings balance in descending order.
5
3
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.
10
4
Create a query using Query Design. From the Clients table, display the client first name and
last name. From the Accounts table, select the savings balance.
10
5
Add appropriate grouping so the client’s total retirement account savings balances are
displayed. Add a sort so the highest total savings balances are displayed first.
10
6
Switch to Datasheet view. Add a totals row displaying the count of the last name and the
average of total savings balances. Save the query as Total Balances By Client, and close
the query.
10
7
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.
10
8
Sort by the client’s state in Ascending order and remove the sort on the savings balance. Add
criteria so clients with retirement account savings balances of $10,000 or more are factored
in to the query. Save and close the query.
10
Updated: 03/22/2016
1
EX16_AC_CH03_GRADER_CAP_AS_Instructions.docx
Office 2016 – myitlab:grader – Instructions
Exploring – Access Chapter 3: Assessment Project 1
Step
Instructions
Points
Possible
9
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 Savings Balance. Add criteria so only
customers with balances under $15,000 are displayed.
10
10
Add a new field named LoanPayment using the Expression Builder. 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 savings balance. For example, if the purchase
price were 25000, with 5000 in savings to put toward the purchase, your present value would
be 20000. Ensure the number displays as a positive number.
15
11
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.
10
12
Close all database objects. Close the database and then exit Access. Submit the database as
directed.
0
Total Points
Updated: 03/22/2016
2
100
EX16_AC_CH03_GRADER_CAP_AS_Instructions.docx
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