ConstableFire7631
Start Access. Open the downloaded Access file named…
Start Access. Open the downloaded Access file named Exp19_Access_Ch03_CapAssessment_Retirement_Accounts.accdb. Grader has automatically added your last name to the beginning of the filename. 0
2 Make a query using Query Design. From the Clients table, display the client’s FirstName and LastName. From the Accounts table, select the Savings Balance and OpenDate. Sort the query by Savings Balance in descending order. Save the query as Account Longevity.
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 12/31/2019. Recall dates must be enclosed in # to denote to Access it is a date. Format the results in General Number format. Run the query. Close the query.
4 Make a query using Query Design. From the Clients table, display the client’s FirstName and LastName. From the Accounts table, select the Savings Balance.
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.
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.
7 Make 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.
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 $12,000 or more are factored in to the query. Switch to Datasheet view. Save and close the query.
9 Make a new query using Query Design. From the Clients table, select the client FirstName, LastName, and State. From the Accounts table, select the Savings Balance. Add criteria so only customers with balances under $13,000 are displayed.
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.
11 Change the format of the LoanPayment field to Currency. Change the caption to Loan Payment. Run the query. Save the query as Monthly Loan Payments and close the query.
12 Close all database objects. Close the database and then exit Access. Submit the database as directed.
AccountID Client AgentID Account Longevity OpenDate mSysRowId
1001 30019 SBNY1 $3,580.50 4/15/2015 8fjtHnl5QJKZFco/vhuuw6EqUQHRM/vuT2ollJYPmp4=-~HgmO7oFmnoYTCPpxgJTpOA==
1002 30005 GAL1 $12,212.30 11/10/2013 8fjtHnl5QJKZFco/vhuuw6EqUQHRM/vuT2ollJYPmp4=-~HgmO7oFmnoYTCPpxgJTpOA==
1003 30021 COH1 $13,776.00 11/12/2014 8fjtHnl5QJKZFco/vhuuw6EqUQHRM/vuT2ollJYPmp4=-~HgmO7oFmnoYTCPpxgJTpOA==
1004 30001 SWV1 $10,388.70 7/22/2017 8fjtHnl5QJKZFco/vhuuw6EqUQHRM/vuT2ollJYPmp4=-~HgmO7oFmnoYTCPpxgJTpOA==
1005 30011 SBNY1 $8,788.20 8/18/2013 8fjtHnl5QJKZFco/vhuuw6EqUQHRM/vuT2ollJYPmp4=-~HgmO7oFmnoYTCPpxgJTpOA==
1006 30019 GAL1 $2,709.00 10/13/2015 8fjtHnl5QJKZFco/vhuuw6EqUQHRM/vuT2ollJYPmp4=-~HgmO7oFmnoYTCPpxgJTpOA==
1007 30013 COH1 $1,984.50 1/19/2013 8fjtHnl5QJKZFco/vhuuw6EqUQHRM/vuT2ollJYPmp4=-~HgmO7oFmnoYTCPpxgJTpOA==
1008 30003 TKS1 $1,445.30 10/16/2019 8fjtHnl5QJKZFco/vhuuw6EqUQHRM/vuT2ollJYPmp4=-~HgmO7oFmnoYTCPpxgJTpOA==
1009 30008 SBNY1 $14,113.50 1/18/2013 8fjtHnl5QJKZFco/vhuuw6EqUQHRM/vuT2ollJYPmp4=-~HgmO7oFmnoYTCPpxgJTpOA==
1010 30022 COH1 $5,754.00 3/23/2019 8fjtHnl5QJKZFco/vhuuw6EqUQHRM/vuT2ollJYPmp4=-~HgmO7oFmnoYTCPpxgJTpOA==
1011 30002 GAL1 $4,365.00 3/12/2013 8fjtHnl5QJKZFco/vhuuw6EqUQHRM/vuT2ollJYPmp4=-~HgmO7oFmnoYTCPpxgJTpOA==
1012 30007 SWV1 $16,878.00 11/26/2013 8fjtHnl5QJKZFco/vhuuw6EqUQHRM/vuT2ollJYPmp4=-~HgmO7oFmnoYTCPpxgJTpOA==
1013 30020 COH1 $15,099.00 4/18/2013 8fjtHnl5QJKZFco/vhuuw6EqUQHRM/vuT2ollJYPmp4=-~HgmO7oFmnoYTCPpxgJTpOA==
1014 30015 GAL1 $4,557.00 10/13/2014 8fjtHnl5QJKZFco/vhuuw6EqUQHRM/vuT2ollJYPmp4=-~HgmO7oFmnoYTCPpxgJTpOA==
1015 30014 SWV1 $21,189.00 6/15/2014 8fjtHnl5QJKZFco/vhuuw6EqUQHRM/vuT2ollJYPmp4=-~HgmO7oFmnoYTCPpxgJTpOA==
1016 30018 SWV1 $7,591.50 12/8/2018 8fjtHnl5QJKZFco/vhuuw6EqUQHRM/vuT2ollJYPmp4=-~HgmO7oFmnoYTCPpxgJTpOA==
1017 30004 SWV1 $7,459.30 12/14/2014 8fjtHnl5QJKZFco/vhuuw6EqUQHRM/vuT2ollJYPmp4=-~HgmO7oFmnoYTCPpxgJTpOA==
1018 30006 TKS1 $14,103.80 4/11/2017 8fjtHnl5QJKZFco/vhuuw6EqUQHRM/vuT2ollJYPmp4=-~HgmO7oFmnoYTCPpxgJTpOA==
1019 30012 SWV1 $18,627.00 2/8/2018 8fjtHnl5QJKZFco/vhuuw6EqUQHRM/vuT2ollJYPmp4=-~HgmO7oFmnoYTCPpxgJTpOA==
1020 30009 SBNY1 $16,431.80 4/24/2014 8fjtHnl5QJKZFco/vhuuw6EqUQHRM/vuT2ollJYPmp4=-~HgmO7oFmnoYTCPpxgJTpOA==
1021 30017 SBNY1 $22,050.00 4/5/2019 8fjtHnl5QJKZFco/vhuuw6EqUQHRM/vuT2ollJYPmp4=-~HgmO7oFmnoYTCPpxgJTpOA==
1022 30012 SBNY1 $5,565.00 6/1/2019 8fjtHnl5QJKZFco/vhuuw6EqUQHRM/vuT2ollJYPmp4=-~HgmO7oFmnoYTCPpxgJTpOA==
1023 30016 SBNY1 $15,025.50 9/15/2013 8fjtHnl5QJKZFco/vhuuw6EqUQHRM/vuT2ollJYPmp4=-~HgmO7oFmnoYTCPpxgJTpOA==
1024 30010 SBNY1 $14,811.90 9/1/2017 8fjtHnl5QJKZFco/vhuuw6EqUQHRM/vuT2ollJYPmp4=-~HgmO7oFmnoYTCPpxgJTpOA==
1025 30021 SBNY1 $2,362.50 12/12/2015 8fjtHnl5QJKZFco/vhuuw6EqUQHRM/vuT2ollJYPmp4=-~HgmO7oFmnoYTCPpxgJTpOA==
AgentID AgentName Location StartDate mSysRowId
COH1 Medina Abboud Canton, OH 5/3/2010 kYxx3kWJqPf2Jr7tKRSNszDsLb1N6XtuebXFG2LVfAg=-~ooobGGzZrBqIj6DZYE8sBQ==
GAL1 Alvaro Lopez Gadsden, AL 1/23/2013 kYxx3kWJqPf2Jr7tKRSNszDsLb1N6XtuebXFG2LVfAg=-~ooobGGzZrBqIj6DZYE8sBQ==
SBNY1 Cala Hamieh South Butler, NY 11/16/2001 kYxx3kWJqPf2Jr7tKRSNszDsLb1N6XtuebXFG2LVfAg=-~ooobGGzZrBqIj6DZYE8sBQ==
SWV1 Raul Chavez Saxon, WV 11/21/2017 kYxx3kWJqPf2Jr7tKRSNszDsLb1N6XtuebXFG2LVfAg=-~ooobGGzZrBqIj6DZYE8sBQ==
TKS1 Apoorva Chatterjee Turon, KS 4/6/2018 kYxx3kWJqPf2Jr7tKRSNszDsLb1N6XtuebXFG2LVfAg=-~ooobGGzZrBqIj6DZYE8sBQ==
ClientID FirstName LastName Street City State Zip Phone mSysRowId
30001 Pola Dallah 555 Babrof Court Three Mile Bay NY 13693 (351) 732-2132
30002 Lian Xu 124 Izembek Highway Presque Isle MI 49777 (327) 436-1995
30003 Moon Lim 2313 Maria Drive Renfro Valley KY 40473 (711) 537-7782
30004 Anthony Baker 808 Tofson Court Chicago IL 60684 (424) 753-3955
30005 Lan Hu 1957 Jewel Mine Way Russell MA 01071 (300) 802-1471
30006 Sook Park 667 Runamuck Avenue Trent SD 57065 (833) 975-5098
30007 Yoshio Yamamoto 2002 Bumpy Highway Orange City FL 32763 (711) 920-3311
30008 Casilda Azizi 536 Arcadia Way Front Royal VA 22630 (830) 830-8584
30009 Rabab Hyat 1279 Takli Drive Norco CA 91760 (950) 528-3381
30010 Betty Clark 915 Otis Street Marietta GA 30007 (424) 600-4017
30011 Anna Chavez 236 Takli Court Edgewater NJ 07020 (224) 977-7915
30012 Betty Anderson 1607 Seachant Way Warrensville NC 28693 (976) 986-8749
30013 Brian Martinez 2335 Atelier Place Fairfax VA 22036 (857) 609-6237
30014 Ryung Choi 1080 Spindrift Street Iron Station NC 28080 (976) 362-9747
30015 Alfonso Rivera 1626 Camden Bay Terrace Mansfield SD 57460 (857) 733-3967
30016 Alvaro Rivera 13 Hoosier Way Lakeside CA 92040 (857) 826-4049
30017 Yon Yoo 783 Boeing Terrace Gotha FL 34734 (857) 505-6172
30018 Hideo Kobayashi 1802 Marcus Avenue Negaunee MI 49866 (950) 375-8841
30019 Raul Gutierrez 1300 Etolin Avenue Charleston WV 25336 (959) 321-4835
30020 Rabiah Azzi 750 Bridgestone Street Seattle WA 98102 (300) 877-8919
30021 Lina Hajjar 1841 Bravo Street Hanceville AL 35077 (300) 276-7856
30022 Casilda Hamieh 1322 Poniard Road Huntsville AL 35815 (711) 880-3940
