Exp19_Access_Ch01_Cap – Loan Lending Management 1.1

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Grader – Instructions Access 2019 Project

Exp19_Access_Ch01_Cap – Loan Lending Management 1.1

Project Description:

In the following project, you will open a database containing the records of small loans from a lending firm, work with a form in which to store loan officer information, add records, and sort tables. You add a record using a form and print a report. You apply a filter by selection to a query and a filter by form to a table and save the results for both filters.

Steps to Perform:

Step

Instructions

Points Possible

1

Start Access. Open the downloaded Access file named
Exp19_Access_Ch01_Cap_Loan_Lending_Management.accdb. Grader has automatically added your last name to the beginning of the filename.

0

2

You update a table to contain the data for the Loan Officers, so that each of the loans processed can be associated with a staff member.

Open the Loan Officers table in Datasheet view. Add the following records to the Loan Officers table:

FirstName

LastName

EmailAddress

PhoneExtension

Title

John

Badman

[email protected]

x1757

Loan Officer

Stan

Dupp

[email protected]

x6720

Senior Loan Officer

Herb

Avore

[email protected]

x2487

Loan Officer

Polly

Esther

[email protected]

x8116

Senior Loan Officer

Strawberry

Fields

[email protected]

x3219

Loan Officer

Ann

Cerdifone

[email protected]

x5962

Managing Loan Officer

Close the table.

16

3

You’ll now add information to the Loans table for the most recent loan that the firm processed.

OfficerID:
5
MemberID:
15
LoanAmount:
7000
Term:
36 months
InterestRate:
15.41
Payment:
244.07
Grade:
D
IssueDate:
12/15/2018
LoanStatus:
Late (31-120 days)

12

4

You would prefer for the Loan data be presented in order of issue date with the most recent loans listed first.

Sort the records in the Loans table by the IssueDate field in descending order (newest to oldest). Save and close the table.

8


5

Next you will use the Maintain Members form to add another loan that was processed for one of the firm’s members.

Open the Maintain Members form. In record 3 (for
Brynn Anderson, MemberID 13), add a new loan to the subform:

OfficerID:
5
LoanAmount:
17000
Term:
36 months
InterestRate:
4.35
Payment:
300.45
Grade:
B
IssueDate:
9/1/2018
LoanStatus:
Fully Paid

12

6

When you need to navigate to a record quickly, without a large number of clicks with your mouse, you can search specific information in the Search field of the Navigation bar at the bottom of the window. In this case, you are interested in adjusting information for the author with an MemberID of 16 (
Tyler Fletcher).

Use the Navigation bar to search for MemberID
16, and then edit the subform so that the InterestRate is
12.54 instead of
.1899 for the loan with LoanID 47. Close the Maintain Members form.

10

7

Reports are used to neatly organize table data or query results into a document for presentation to co-workers and/or supervisors. In this case, you are interested in confirming that the report you created based on the Loans, Officers, and Members query is reflecting the appropriate information before sending it to your supervisor.

Open the Loans, Officers, and Members report and check that the report shows five loans listing
Fully Paid as Loan Status. View the layout of the report in Print Preview. Close the Loans, Officers, and Members report. Open the Loans, Officers, and Members query. Sort the query by LoanOfficer field in ascending order.

10

8

You are interested in quickly filtering the data in the Loans, Officers, and Members query based on loan officer. Filtering by selection allows you to select your filtering criteria and apply it to the data. In this case, you would like to see only the loans managed by John Badman.

Use filter by selection to show only the loans managed by the loan officer whose name is
John Badman.

10

9

Sorting allows you to display data in various ways including alphabetically (A-Z & Z-A), in ascending order, in descending order, newest to oldest etc. You want to display the query results alphabetically by LoanStatus.

Sort the query by LoanStatus in alphabetical order. Save and close the query.

10

10

Now, you are interested in quickly filtering the data in the Loans table based on two different fields. Filtering by form allows you to enter your filtering criteria into a form that is then applied to the data.

Open the Loans table. Use Filter by Form to create a filter that will identify all loans with a term of
36 months that also have an interest rate less than
.11. Apply the filter and preview the filtered table. Close the table and save the changes.

12

11

Close all database objects. Close the database and then exit Access. Submit the database as directed.

0

Total Points

100

Created On: 07/11/2019 1 Exp19_Access_Ch01_Cap – Loan Lending Management 1.1

OfficerID FirstName LastName EmailAddress PhoneExtension Title
LoanID OfficerID MemberID LoanAmount Term InterestRate Payment Grade IssueDate LoanStatus
42 2 19 ¤ 15,000.00 36 months 0.1122 ¤ 492.65 B 2018-12-15 Current
43 1 11 ¤ 6,475.00 36 months 0.1989 ¤ 240.28 E 2018-12-15 Fully Paid
44 1 18 ¤ 10,000.00 36 months 0.0999 ¤ 322.63 B 2018-10-15 In Grace Period
45 2 20 ¤ 20,400.00 60 months 0.0789 ¤ 412.57 A 2018-11-15 Current
46 3 13 ¤ 8,000.00 36 months 0.1825 ¤ 290.23 E 2018-10-15 Current
47 2 16 ¤ 10,000.00 60 months 0.1899 ¤ 259.36 E 2018-12-15 Current
48 4 13 ¤ 13,000.00 60 months 0.0789 ¤ 262.91 A 2018-11-15 Current
49 4 12 ¤ 6,800.00 36 months 0.0624 ¤ 207.61 A 2018-10-15 Current
50 2 16 ¤ 18,000.00 60 months 0.1999 ¤ 476.79 E 2018-11-15 Current
51 4 17 ¤ 3,425.00 36 months 0.1849 ¤ 124.67 E 2018-12-15 Current
52 4 11 ¤ 17,000.00 60 months 0.1433 ¤ 398.48 C 2018-11-15 Current
53 1 14 ¤ 1,500.00 36 months 0.1561 ¤ 52.45 D 2018-11-15 Current
54 6 18 ¤ 5,600.00 36 months 0.1318 ¤ 189.18 C 2018-11-15 Fully Paid
55 6 20 ¤ 30,000.00 36 months 0.1229 ¤ 1,000.59 C 2018-10-15 Current
56 6 16 ¤ 24,000.00 60 months 0.1367 ¤ 554.35 C 2018-12-15 Current
57 3 19 ¤ 19,800.00 36 months 0.1288 ¤ 666.00 C 2018-12-15 Fully Paid
58 2 14 ¤ 9,000.00 36 months 0.1153 ¤ 296.92 B 2018-10-15 Current
59 5 17 ¤ 27,200.00 60 months 0.0818 ¤ 553.87 B 2018-10-15 Current
60 5 12 ¤ 6,000.00 36 months 0.1122 ¤ 197.06 B 2018-12-15 Fully Paid
MemberID FirstName LastName EmailAddress PhoneNumber StreetAddress City State Zip Age CreditScore mSysRowId
11 Cameron Bailey [email protected] (104) 600-4765 599 S. Bellevue Street  Wakefield MA 01880 71 643
12 Mel Lane [email protected] (302) 186-7040 8990 Fordham St.  Tuckerton NJ 08087 45 837
13 Brynn Anderson [email protected] (142) 580-7170 78 Pumpkin Hill Street  Fayetteville NC 28303 56 615
14 Lane Williams [email protected] (402) 815-8112 167 South Indian Spring Lane  Enfield CT 06082 70 641
15 Will Ward [email protected] (906) 344-4740 7731 Thatcher Ave.  Marshalltown IA 50158 57 762
16 Tyler Fletcher [email protected] (496) 739-2502 8270 Cambridge Street  Cottage Grove MN 55016 23 846
17 Ashley Armstrong [email protected] (880) 601-5444 212 Poplar Ave.  Temple Hills MD 20748 57 664
18 Taylor Shepard [email protected] (663) 625-8716 329 Hartford St.  Media PA 19063 30 633
19 Reggie Graham reggie_[email protected] (102) 899-3364 8304 Valley View Dr.  Encino CA 91316 23 877
20 Rowan Huber [email protected] (860) 779-3066 350 Lake View Street  Crown Point IN 46307 57 631
ID mSysRowId
1 9IXvQZNs29QgIJSOmgNWrLu5kCsQEEBpb8fj8ZdeHsM=-~Il9R3m/Z8shUrz5QZzqeCQ==
PARAMETERS __MemberID Value;
SELECT DISTINCTROW *
FROM Loans AS [Maintain Members]
WHERE ([__MemberID] = MemberID);
SELECT DISTINCTROW *
FROM Loans;
SELECT DISTINCTROW *
FROM Members;
SELECT Loans.LoanID, [Loan Officers]![FirstName] & ” ” & [Loan Officers]![LastName] AS LoanOfficer, [Members]![FirstName] & ” ” & [Members]![LastName] AS MemberName, Loans.LoanAmount, Loans.LoanStatus
FROM ([Loan Officers] INNER JOIN Loans ON [Loan Officers].OfficerID = Loans.OfficerID) INNER JOIN Members ON Loans.MemberID = Members.MemberID;

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