Exp19_Access_Ch01_Cap - Loan Lending Management 1.1 | exp19 access ch01

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#Exp19_Access_Ch01_Cap_Loan_Lending_Management.accdb
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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.

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

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)

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

Sort the query by LoanStatus in alphabetical order. Save and close the query. 10
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.
11 Close all database objects. Close the database and then exit Access. Submit the database as directed. 0
Total Points 100