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
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

   

mSysRowid Savings Bala- $3,410.00 OpenDate 4/15/2012 URO72PPPRY22 11/10/2008 YRBCMQKECPZ 11/12/2014 PsNm9ErMdKV 7/22/2017 JSas1/KzSOhlFI 8/18/2007 HWFRckayoLLC 10/13/2012 uwfgizGdmD7 1/19/2008 fBkx5VIKb/b18 10/16/2015 Amlzbxflu/8qE 1/18/2008 Svgu537pJ15V 3/23/2015 iJHROVZMmt7e 3/12/2007 OSNSZMQA02+ 11/26/2008 SOP2VGVOIkpti AccountID Client AgentID 1001 30019 SBNY1 30005 GALI $12,590.00 $13,120.00 $10,710.00 1002 1003 30021 COH1 1004 30001 SWVI 1005 30011 SBNY1 $9,060.00 1006 30019 GALI $2,580.00 1007 30013 COH1 $1,890.00 1008 30003 TKS1 $1,490.00 $14,550.00 $5,480.00 $4,500.00 1009 30008 SBNY1 1010 30022 COH1 1011 30002 GALI 1012 30007 SWV1 $17,400.00 4/18/2007 5ZSZYPAP60W2 10/13/2009 MlyPFCWV9wz 6/15/2014 GDYuPbtQNhLt 12/8/2016 WsaE2fdnW1Y 12/14/2014 CHCpG2BRCon 4/11/2017 moys25CkWZK 2/8/2016 xSyNqs2dSyoX 4/24/2010 SMvifj8R2ro8vt 1013 30020 COH1 $14,380.00 1014 30015 GALI $4,340.00 1015 30014 SWV1 $20,180.00 1016 30018 SWV1 $7,230.00 $7,690.00 $14,540.00 1017 30004 SWV1 1018 30006 TKS1 1019 30012 SWV1 $17,740.00 1020 30009 SBNY1 $16,940.00 1021 30017 SBNY1 $21,000.00 4/5/2015 7WEQNTYAVPE