Exp19_Access_Ch03_ML1 - Small Business Loans 1.0 Project Description: You are the manager of a regional business loan department for the US Small Business Administration office you have decided to evaluate whether Access could be used in place of the Excel worksheet you are currently using You will create table, add some sample customers, and import some recent data from an Excel spreadsheet. You will calculate the payments for the loans that are currently on the books by creating a query using the Pmt function. You will also summarize each loan by the type of loan (M-Mortgage. CCar, and OOther) Steps to Perform: Points Instructions Possible 1 Start Access Open the downloaded Access file named 0 Exp 19 Access Cho3 ML 1 Small Business Loans acob Grader has automatically added your last name to the beginning of the filename. Note this file is an empty database 2 In Design view, create a new table. Add the first field named Customer with AutoNumber 10 Data Type. Add Company as the second field name, and FirstName as the third field name Accept the default data types Save the Table with name as Customer Click Yes, when prompted for defining Primary key 3 Add the following fields to the Customers table in this order), accepting the default data type 10 of Short Text Step LastName City State Zip 10 5 10 6 10 IN 10 eg 5 Verify that Customer is the primary field Save the table and switch to Datasheet view. Add the following records to the table Company FirstName LastName City State Zip Jones and Co Robert Paterson Greensboro NC 27401 Elements, Inc. Merve Kana Paterson NJ 07505 Godshall Meats, LLC Francisco De La Cruz Beverly Hills CA 90210 Import the spreadsheet using the downloaded Excel file a03_h2_Loans.xlsx into a new table Choose LoanID as the primary key and accept all other defaults in the Import Wizard Open the Loans table in Design View Change the InterestRate field format to Percent. Change the field size for the Customer field to Long Integer Save and close the table Click Yes when prompted that some data may be lost Create a relationship between the Customerio fields in the Customers and Loans tables Enforce referential integrity Save and close the Relationships window Create a query using the two tables that will calculate the payment amount for each loan Add the following fields Company, Loani. Amount, InterestRate, Term, and LoanClass, in that order Sort the query by Loani in ascending order Save the query as Loan Payments Use the Expression Builder to add a calculated field named Payment in the first blank column to calculate the loan payment for each loan using the Pmt function. Insert the appropriate field names in place of the placeholder arguments. Assume the loans have monthly payments (12 payments per year. Ensure the payment displays as a positive number Run the query Switch to Design view and change the format for the Payment calculated field to Currency Run the query again to verify your change In Datasheet view, add a Totals row. Use it to calculate the sum of the Amount column the average InterestRate, and the average Term. Save and close the query Create a copy of Loan Payments. Save the new query as Loan Payments Summary Open the Loan Payments Summary query in Design view and rearrange the columns as follows LoanClass, Loani Amount. and InterestRate. Delete columns Company, Term and Payment 9 5 10 5 11 5 5 12 Created On: 07/12/2019 1Exp19 Acess_CHO_ML1 - Small Business Loan Grador - Instructions Access 2019 Project 13 5 14 Group the Loan Payments Summary query by the LoanClass field. Display the number of loans in the LoanID column, the sum in the Amount column, and the average in the InterestRate column Run the query Switch to Design view and display the Property Sheet. For the Loani field, change the caption to Loans. For the Amount field, change the caption to Total Amount and change the format to Currency For the InterestRate field, change the caption to Avg Interest Rate and change the format to Percent. Run the query Save and close the query Close all database objects. Close the database and then exit Access. Submit the database as directed 5 15 Total Points 100

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peterigargan37291 peterigargan37291

27-12-2022
Computers and Technology

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Exp19_Access_Ch03_ML1 - Small Business Loans 1.0 Project Description: You are the manager of a regional business loan department for the US Small Business Administration office you have decided to evaluate whether Access could be used in place of the Excel worksheet you are currently using You will create table, add some sample customers, and import some recent data from an Excel spreadsheet. You will calculate the payments for the loans that are currently on the books by creating a query using the Pmt function. You will also summarize each loan by the type of loan (M-Mortgage. CCar, and OOther) Steps to Perform: Points Instructions Possible 1 Start Access Open the downloaded Access file named 0 Exp 19 Access Cho3 ML 1 Small Business Loans acob Grader has automatically added your last name to the beginning of the filename. Note this file is an empty database 2 In Design view, create a new table. Add the first field named Customer with AutoNumber 10 Data Type. Add Company as the second field name, and FirstName as the third field name Accept the default data types Save the Table with name as Customer Click Yes, when prompted for defining Primary key 3 Add the following fields to the Customers table in this order), accepting the default data type 10 of Short Text Step LastName City State Zip 10 5 10 6 10 IN 10 eg 5 Verify that Customer is the primary field Save the table and switch to Datasheet view. Add the following records to the table Company FirstName LastName City State Zip Jones and Co Robert Paterson Greensboro NC 27401 Elements, Inc. Merve Kana Paterson NJ 07505 Godshall Meats, LLC Francisco De La Cruz Beverly Hills CA 90210 Import the spreadsheet using the downloaded Excel file a03_h2_Loans.xlsx into a new table Choose LoanID as the primary key and accept all other defaults in the Import Wizard Open the Loans table in Design View Change the InterestRate field format to Percent. Change the field size for the Customer field to Long Integer Save and close the table Click Yes when prompted that some data may be lost Create a relationship between the Customerio fields in the Customers and Loans tables Enforce referential integrity Save and close the Relationships window Create a query using the two tables that will calculate the payment amount for each loan Add the following fields Company, Loani. Amount, InterestRate, Term, and LoanClass, in that order Sort the query by Loani in ascending order Save the query as Loan Payments Use the Expression Builder to add a calculated field named Payment in the first blank column to calculate the loan payment for each loan using the Pmt function. Insert the appropriate field names in place of the placeholder arguments. Assume the loans have monthly payments (12 payments per year. Ensure the payment displays as a positive number Run the query Switch to Design view and change the format for the Payment calculated field to Currency Run the query again to verify your change In Datasheet view, add a Totals row. Use it to calculate the sum of the Amount column the average InterestRate, and the average Term. Save and close the query Create a copy of Loan Payments. Save the new query as Loan Payments Summary Open the Loan Payments Summary query in Design view and rearrange the columns as follows LoanClass, Loani Amount. and InterestRate. Delete columns Company, Term and Payment 9 5 10 5 11 5 5 12 Created On: 07/12/2019 1Exp19 Acess_CHO_ML1 - Small Business Loan Grador - Instructions Access 2019 Project 13 5 14 Group the Loan Payments Summary query by the LoanClass field. Display the number of loans in the LoanID column, the sum in the Amount column, and the average in the InterestRate column Run the query Switch to Design view and display the Property Sheet. For the Loani field, change the caption to Loans. For the Amount field, change the caption to Total Amount and change the format to Currency For the InterestRate field, change the caption to Avg Interest Rate and change the format to Percent. Run the query Save and close the query Close all database objects. Close the database and then exit Access. Submit the database as directed 5 15 Total Points 100

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