Exploring ­ Access Chapter 3: Assessment Project 1 Retirement Accounts

Exploring ­ Access Chapter 3: Assessment Project 1 Retirement Accounts

Author: matthew stock


Retirement Accounts
Project Description:  
One-Stop 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.
For the purpose of grading the project you are required to perform the following tasks:  


Points Possible


Start Access. Open the downloaded Access file namedexploring_a03_Grader_a1.



Create a query using Query Design.  From the Clients table, display the client’s first and last name. From the Accounts table, select the balance and account open date. Sort the query by balance in descending order.



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.



Create a query using Query Design. From the Clients table, display the client first name and last name. From the Accounts table, select the balance.



Add appropriate grouping so the client’s total retirement account balances are displayed. Add a sort so the highest total account balances are displayed first.



Switch to Datasheet view. Add a totals row displaying the count of the clients and the average of total account balances. Save the query as Total Balances By Client, and close the query.



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.



Sort by the client’s state in Ascending order. Add criteria so clients with retirement account balances of $10,000or more are factored in to the query. Save and close the query.


Updated: 04/15/2013                                                       1                             A_CH03_EXPV1_A1_Instructions.docx
Office 2013 – myitlab:grader – Instructions                                                                                       Exploring - Access Chapter 3: Assessment Project 1


Points Possible


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 Balance. Add criteria so only customers with balances under $15,000are displayed.


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