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Exp19_Access_Ch05_CapAssessment_Paterson_Credit_Union

14 min read
Posted on 
September 2nd, 2024
Home Uncategorized Exp19_Access_Ch05_CapAssessment_Paterson_Credit_Union

ust

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count

NW

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Street

inneapolis

4

4

cDv/Kpqj5WQS8hIg7l3RXa

HNgT6tH9j/6eEa+Q=-~VkFk/QB+Yl7N7EB/R2gMXw==

2

NW

5 Terrace

4

5

3

FL

0

555

ONJcDv/Kpqj5WQS8hIg7l3RXaFLHNgT6tH9j/6eEa+Q=-~VkFk/QB+Yl7N7EB/R2gMXw==

4

0 Reno Road

90

4

04

Platinum
ONJcDv/Kpqj5WQS8hIg7l3RXaFLHNgT6tH9j/6eEa+Q=-~VkFk/QB+Yl7N7EB/R2gMXw==

5

55

66

Silver
ONJcDv/Kpqj5WQS8hIg7l3RXaFLHNgT6tH9j/6eEa+Q=-~VkFk/QB+Yl7N7EB/R2gMXw==

6

5

9

Gold
ONJcDv/Kpqj5WQS8hIg7l3RXaFLHNgT6tH9j/6eEa+Q=-~VkFk/QB+Yl7N7EB/R2gMXw==

7

1

Gold
ONJcDv/Kpqj5WQS8hIg7l3RXaFLHNgT6tH9j/6eEa+Q=-~VkFk/QB+Yl7N7EB/R2gMXw==

8

45660

Gold
ONJcDv/Kpqj5WQS8hIg7l3RXaFLHNgT6tH9j/6eEa+Q=-~VkFk/QB+Yl7N7EB/R2gMXw==

9

56

Silver
ONJcDv/Kpqj5WQS8hIg7l3RXaFLHNgT6tH9j/6eEa+Q=-~VkFk/QB+Yl7N7EB/R2gMXw==

10

Avenue

NJ

11

Platinum
ONJcDv/Kpqj5WQS8hIg7l3RXaFLHNgT6tH9j/6eEa+Q=-~VkFk/QB+Yl7N7EB/R2gMXw==

11

9 Cook Road

4555

12

Platinum
ONJcDv/Kpqj5WQS8hIg7l3RXaFLHNgT6tH9j/6eEa+Q=-~VkFk/QB+Yl7N7EB/R2gMXw==

15

732

98500

Gold
ONJcDv/Kpqj5WQS8hIg7l3RXaFLHNgT6tH9j/6eEa+Q=-~VkFk/QB+Yl7N7EB/R2gMXw==

16

a Drive

05

Silver
ONJcDv/Kpqj5WQS8hIg7l3RXaFLHNgT6tH9j/6eEa+Q=-~VkFk/QB+Yl7N7EB/R2gMXw==

17

Toadstool Road

599

09

Platinum
ONJcDv/Kpqj5WQS8hIg7l3RXaFLHNgT6tH9j/6eEa+Q=-~VkFk/QB+Yl7N7EB/R2gMXw==

Alan

Gold
ONJcDv/Kpqj5WQS8hIg7l3RXaFLHNgT6tH9j/6eEa+Q=-~VkFk/QB+Yl7N7EB/R2gMXw==

19

NJ

3

241

Silver
ONJcDv/Kpqj5WQS8hIg7l3RXaFLHNgT6tH9j/6eEa+Q=-~VkFk/QB+Yl7N7EB/R2gMXw==

20

85

Platinum
ONJcDv/Kpqj5WQS8hIg7l3RXaFLHNgT6tH9j/6eEa+Q=-~VkFk/QB+Yl7N7EB/R2gMXw==

21

Casper Street

Gold
ONJcDv/Kpqj5WQS8hIg7l3RXaFLHNgT6tH9j/6eEa+Q=-~VkFk/QB+Yl7N7EB/R2gMXw==

22

July Creek Street

522

Silver
ONJcDv/Kpqj5WQS8hIg7l3RXaFLHNgT6tH9j/6eEa+Q=-~VkFk/QB+Yl7N7EB/R2gMXw==

23

Platinum
ONJcDv/Kpqj5WQS8hIg7l3RXaFLHNgT6tH9j/6eEa+Q=-~VkFk/QB+Yl7N7EB/R2gMXw==

24

2069

Gold
ONJcDv/Kpqj5WQS8hIg7l3RXaFLHNgT6tH9j/6eEa+Q=-~VkFk/QB+Yl7N7EB/R2gMXw==

25

TX

80

8280

Silver
ONJcDv/Kpqj5WQS8hIg7l3RXaFLHNgT6tH9j/6eEa+Q=-~VkFk/QB+Yl7N7EB/R2gMXw==

26

MO

Platinum
ONJcDv/Kpqj5WQS8hIg7l3RXaFLHNgT6tH9j/6eEa+Q=-~VkFk/QB+Yl7N7EB/R2gMXw==

27

Gold
ONJcDv/Kpqj5WQS8hIg7l3RXaFLHNgT6tH9j/6eEa+Q=-~VkFk/QB+Yl7N7EB/R2gMXw==

28

03 Maytag Lane

Silver
ONJcDv/Kpqj5WQS8hIg7l3RXaFLHNgT6tH9j/6eEa+Q=-~VkFk/QB+Yl7N7EB/R2gMXw==

29

Platinum
ONJcDv/Kpqj5WQS8hIg7l3RXaFLHNgT6tH9j/6eEa+Q=-~VkFk/QB+Yl7N7EB/R2gMXw==

30

Gold
ONJcDv/Kpqj5WQS8hIg7l3RXaFLHNgT6tH9j/6eEa+Q=-~VkFk/QB+Yl7N7EB/R2gMXw==

31

Silver
ONJcDv/Kpqj5WQS8hIg7l3RXaFLHNgT6tH9j/6eEa+Q=-~VkFk/QB+Yl7N7EB/R2gMXw==

32

Platinum
ONJcDv/Kpqj5WQS8hIg7l3RXaFLHNgT6tH9j/6eEa+Q=-~VkFk/QB+Yl7N7EB/R2gMXw==

33

Gold
ONJcDv/Kpqj5WQS8hIg7l3RXaFLHNgT6tH9j/6eEa+Q=-~VkFk/QB+Yl7N7EB/R2gMXw==

34

Silver
ONJcDv/Kpqj5WQS8hIg7l3RXaFLHNgT6tH9j/6eEa+Q=-~VkFk/QB+Yl7N7EB/R2gMXw==

35

Platinum
ONJcDv/Kpqj5WQS8hIg7l3RXaFLHNgT6tH9j/6eEa+Q=-~VkFk/QB+Yl7N7EB/R2gMXw==

C o m ID FirstName LastName Address City State ZipCode PhoneNumber A

 c Type mSysRowId
1 Virginia Stewart 7 2 4 5 8 M MN 55 3 6 61 28 9 15 11 Gold O NJ FL
Gina Mullins 56 60 17 Baltimore MD 21 22 4

 10 75 30 34 Silver ONJcDv/Kpqj5WQS8hIg7l3RXaFLHNgT6tH9j/6eEa+Q=-~VkFk/QB+Yl7N7EB/R2gMXw==
Omar Barton 10000 Sample Road Coral Springs 33 73 305

44 45 Platinum
Melissa Lynch 7

50 Houston TX 7

70 7

 13 27 31
Aaron Figueroa 3456 Main Highway Denver CO 80228 30

 35 66
Shannon Abbott 2-2 Murray Street Chapel Hill NC 27

51 9

 19 42 76 54
Morris Cook 70754

 23 41
Krista Williams 904

37
Jessie Richards 5070 Battle Road Decatur GA 30034 301345

65
Jesus Sutton 777 NW

67 Fort Lee 076

 24 20 16 64 32
Roberta Harmon 40 Stoneboro Pa 16137 72 12
Joyce Byrd 17 Snow Goose Place Altenburg MO 63 9

69 25
Arnold Porter 1085

Alan Colorado City AZ 86021 950937

57
Esther Moreno 8

58 Mayfield UT 8

46 43 9

59 71
18 Adkins 3512243437
Perry Sanchez 2028 Prentice Drive Clifton 07012 42

49 52
Nicholas Fowler 2087 Ondola Lane Dallas SD 575

 29 833702

48
Yvonne Tucker 16

74 Van Buren AR 72956 9596058273
Nadine Christensen 5

39 Browntown WI 53 6006664583
Garry Gross 8579824012
Ruben Rodgers 2334 Imperial Circle Hollansburg OH 45332 9987

36
Joel Brady 954 Kidron Way Star 7

68 8223

 26
Courtney Santos 1018 Eide Terrace Hiram 639

47 9768057256
Milton Page 1197 Cyclone Terrace Cloverdale IN 46120 9504711359
Rufus Gibbs 14 Saint Regis MT 59866 2246105693
Heather Fuller 900 Midland Circle Lexington OK 73051 5552135251
Charlie Quinn 1513 Valarian Boulevard Nashua NH 03063 3002422114
Linda Obrien 9768493226
George Stevenson 126 Allison Terrace Sanger CA 93657 6006531035
Johanna Stephens 1351 Stonebridge Circle Danforth IL 60930 8304946646
Kate Simmons 1708 Stemp Court Crab Orchard NE 68332 7115293270
Neil Warren 1552 Sportsman Way Washington DC 20421 9596469432

Type
CustomerID

mSysRowId

1

15
M
4

2

5
c
4

LMTqCExfiiSuPfZkrv9W1coLy19RAfH1ByqxKWS2Eu4=-~pLlmwhXL+E6WTnl32DGkOg==

3

3
C
5
false
LMTqCExfiiSuPfZkrv9W1coLy19RAfH1ByqxKWS2Eu4=-~pLlmwhXL+E6WTnl32DGkOg==

4

10
O
4
true
LMTqCExfiiSuPfZkrv9W1coLy19RAfH1ByqxKWS2Eu4=-~pLlmwhXL+E6WTnl32DGkOg==

5

30
M
6
true
LMTqCExfiiSuPfZkrv9W1coLy19RAfH1ByqxKWS2Eu4=-~pLlmwhXL+E6WTnl32DGkOg==

6

5
O
7
true
LMTqCExfiiSuPfZkrv9W1coLy19RAfH1ByqxKWS2Eu4=-~pLlmwhXL+E6WTnl32DGkOg==

7

¤ 36,500.00
6.37
5
O
8
false
LMTqCExfiiSuPfZkrv9W1coLy19RAfH1ByqxKWS2Eu4=-~pLlmwhXL+E6WTnl32DGkOg==

8

30
M
8
false
LMTqCExfiiSuPfZkrv9W1coLy19RAfH1ByqxKWS2Eu4=-~pLlmwhXL+E6WTnl32DGkOg==

9

3
O
8
false
LMTqCExfiiSuPfZkrv9W1coLy19RAfH1ByqxKWS2Eu4=-~pLlmwhXL+E6WTnl32DGkOg==

10

15
M
1
false
LMTqCExfiiSuPfZkrv9W1coLy19RAfH1ByqxKWS2Eu4=-~pLlmwhXL+E6WTnl32DGkOg==

11

10.13
3
C
2
false
LMTqCExfiiSuPfZkrv9W1coLy19RAfH1ByqxKWS2Eu4=-~pLlmwhXL+E6WTnl32DGkOg==

12
2019-03-01

9.63
5
O
5
true
LMTqCExfiiSuPfZkrv9W1coLy19RAfH1ByqxKWS2Eu4=-~pLlmwhXL+E6WTnl32DGkOg==

13

7.63
5
C
9
true
LMTqCExfiiSuPfZkrv9W1coLy19RAfH1ByqxKWS2Eu4=-~pLlmwhXL+E6WTnl32DGkOg==

14

15
m
10
false
LMTqCExfiiSuPfZkrv9W1coLy19RAfH1ByqxKWS2Eu4=-~pLlmwhXL+E6WTnl32DGkOg==

15

¤ 198,500.00

15
m
3
false
LMTqCExfiiSuPfZkrv9W1coLy19RAfH1ByqxKWS2Eu4=-~pLlmwhXL+E6WTnl32DGkOg==

16

7.63
15
M
1
false
LMTqCExfiiSuPfZkrv9W1coLy19RAfH1ByqxKWS2Eu4=-~pLlmwhXL+E6WTnl32DGkOg==

17

6.87
30
M
1
true
LMTqCExfiiSuPfZkrv9W1coLy19RAfH1ByqxKWS2Eu4=-~pLlmwhXL+E6WTnl32DGkOg==

18

6.37
3
o
3
true
LMTqCExfiiSuPfZkrv9W1coLy19RAfH1ByqxKWS2Eu4=-~pLlmwhXL+E6WTnl32DGkOg==

19

¤ 11,500.00

5
C
2
false
LMTqCExfiiSuPfZkrv9W1coLy19RAfH1ByqxKWS2Eu4=-~pLlmwhXL+E6WTnl32DGkOg==

20

¤ 26,500.00
8.63
4
c
3
false
LMTqCExfiiSuPfZkrv9W1coLy19RAfH1ByqxKWS2Eu4=-~pLlmwhXL+E6WTnl32DGkOg==

21

4
C
8
false
LMTqCExfiiSuPfZkrv9W1coLy19RAfH1ByqxKWS2Eu4=-~pLlmwhXL+E6WTnl32DGkOg==

22

7.63
15
m
10
true
LMTqCExfiiSuPfZkrv9W1coLy19RAfH1ByqxKWS2Eu4=-~pLlmwhXL+E6WTnl32DGkOg==

23

¤ 148,500.00

15
M
3
false
LMTqCExfiiSuPfZkrv9W1coLy19RAfH1ByqxKWS2Eu4=-~pLlmwhXL+E6WTnl32DGkOg==

24

¤ 348,500.00

30
M
4
true
LMTqCExfiiSuPfZkrv9W1coLy19RAfH1ByqxKWS2Eu4=-~pLlmwhXL+E6WTnl32DGkOg==

25

15
M
7
false
LMTqCExfiiSuPfZkrv9W1coLy19RAfH1ByqxKWS2Eu4=-~pLlmwhXL+E6WTnl32DGkOg==

LoanID Date Amount InterestRate Term Adjustable
2019-01-15 ¤ 473,500.00 6.07 false LMTqCExfiiSuPfZkrv9W1coLy19RAfH1ByqxKWS2Eu4=-~pLlmwhXL+E6WTnl32DGkOg==
2019-01-23 ¤ 36,500.00 7.07 true
2019-01-25 ¤ 11,500.00 5.37
2019-01-31 ¤ 13,500.00 9.63
2019-02-08 ¤ 523,500.00 6.37
2019-02-12 ¤ 12,000.00 7.63
2019-02-15
2019-02-20 ¤ 248,500.00 8.93
2019-02-21 ¤ 6,500.00 10.13
2019-02-28 ¤ 198,500.00 6.87
2019-03-01 ¤ 26,500.00
¤ 21,500.00
2019-03-03 ¤ 57,500.00
2019-03-10 ¤ 127,500.00 8.63
2019-03-11 7.12
2019-03-21 ¤ 148,500.00
2019-03-22 ¤ 98,500.00
2019-03-31 ¤ 16,500.00
2019-04-01 8.13
2019-04-15
2019-04-18 ¤ 42,500.00 10.03
2019-04-22 ¤ 348,500.00
2019-05-01 5.87
2019-05-03 8.33
2019-05-08 ¤ 273,500.00 9.33
Type

mSysRowId

C

M

WnYo9+ccbav1Jn96YQRI44800jjn6nl+0D9X8cjBY3o=-~8E5GTIwbn8bGN7tM4dC8Kg==

O

WnYo9+ccbav1Jn96YQRI44800jjn6nl+0D9X8cjBY3o=-~8E5GTIwbn8bGN7tM4dC8Kg==

LoanName
Car WnYo9+ccbav1Jn96YQRI44800jjn6nl+0D9X8cjBY3o=-~8E5GTIwbn8bGN7tM4dC8Kg==
Mortgage
Personal
ID
mSysRowId
1

j4BFTkfoezSTW0E4Ec3tFCGJ25FWK6wDTYhKaoOfBko=-~8UBgHBNs3VzJUPSiI+B/0g==

LoanID

mSysRowId

1
1
2019-02-15

2
2
2019-02-15

1.35

3
3

4
4
2019-02-28

5
5

6
6

7
1

¤ 4,317.92

8
2
2019-03-15

9
7
2019-03-15

10
8

11
9
2019-03-21

12
3

¤ 226.96

13
10

14
4
2019-03-31
¤ 80.28

15
11
2019-04-01

16
12
2019-04-01

17
5

¤ 3,393.36

18
14

19
15

20
6

¤ 135.40

21
1
2019-04-15
¤ 4,317.92

22
2
2019-04-15
¤ 621.35

23
7
2019-04-15
¤ 609.82

24
8

¤ 2,050.69

25
9

¤ 86.34

26
16
2019-04-21

27
17
2019-04-22

28
3

¤ 226.96

29
10

¤ 1,872.66

30
4

¤ 80.28

31
18
2019-04-30

4.74

32
11
2019-05-01
¤ 731.68

33
12
2019-05-01
¤ 345.04

34
19
2019-05-01

35
5
2019-05-08
¤ 3,393.36

36
14

¤ 1,195.31

37
15

¤ 1,900.73

38
6

¤ 135.40

39
1

¤ 4,317.92

40
2
2019-05-15
¤ 621.35

41
7
2019-05-15
¤ 609.82

42
20
2019-05-15

43
21

44
8

¤ 2,050.69

45
9

¤ 86.34

46
16
2019-05-21
¤ 1,315.52

47
17

¤ 590.30

48
22
2019-05-22

49
3

¤ 226.96

50
10

¤ 1,872.66

51
4

¤ 80.28

52
18
2019-05-30

53
11

¤ 731.68

54
12
2019-06-01
¤ 345.04

55
19
2019-06-01
¤ 127.76

56
23
2019-06-01

57
24

58
5

¤ 3,393.36

59
25
2019-06-08

60
14

¤ 1,195.31

61
15

¤ 1,900.73

62
6

¤ 135.40

63
1

¤ 4,317.92

64
2
2019-06-15
¤ 621.35

65
7
2019-06-15
¤ 609.82

66
20
2019-06-15
¤ 541.21

67
21

¤ 962.90

68
8

¤ 2,050.69

69
9

¤ 86.34

70
16
2019-06-21
¤ 1,315.52

71
17

¤ 590.30

72
22
2019-06-22
¤ 3,319.54

73
3

¤ 226.96

74
10

¤ 1,872.66

75
4

¤ 80.28

76
18
2019-06-30
¤ 384.74

PaymentID PaymentDate AmountReceived
¤ 4,317.92
¤ 

62
2019-02-25 ¤ 226.96
¤ 80.28
2019-03-08 ¤ 3,393.36
2019-03-12 ¤ 135.40
2019-03-15
¤ 621.35
¤ 609.82
2019-03-20 ¤ 2,050.69
¤ 86.34
2019-03-25
2019-03-28 ¤ 1,872.66
¤ 731.68
¤ 345.04
2019-04-08
2019-04-10 ¤ 1,195.31
2019-04-11 ¤ 1,900.73
2019-04-12
2019-04-20
2019-04-21
¤ 1,315.52
¤ 590.30
2019-04-25
2019-04-28
2019-04-30
¤ 

38
¤ 127.76
2019-05-10
2019-05-11
2019-05-12
2019-05-15
¤ 541.21
2019-05-18 ¤ 962.90
2019-05-20
2019-05-21
2019-05-22
¤ 3,319.54
2019-05-25
2019-05-28
2019-05-30
¤ 384.74
2019-06-01
¤ 1,190.79
2019-06-03 ¤ 2,692.14
2019-06-08
¤ 2,897.05
2019-06-10
2019-06-11
2019-06-12
2019-06-15
2019-06-18
2019-06-20
2019-06-21
2019-06-22
2019-06-25
2019-06-28
2019-06-30

SELECT LoanTypes.LoanName, Loans.Date, Loans.Amount, Loans.Term, Loans.Adjustable
FROM LoanTypes INNER JOIN Loans ON LoanTypes.Type = Loans.Type;
SELECT Loans.LoanID, Loans.Date, Loans.Amount, Loans.InterestRate, Loans.Term, Loans.Type, Loans.Adjustable
FROM Loans;
SELECT Customers.FirstName, Customers.LastName, Customers.PhoneNumber, Customers.Address, Customers.City, Customers.State, Customers.ZipCode
FROM Customers;
SELECT Payments.PaymentDate, Payments.AmountReceived AS Total, Payments.AmountReceived AS Average
FROM Payments;
SELECT Customers.FirstName, Customers.LastName, Customers.PhoneNumber, Loans.InterestRate, LoanTypes.LoanName, Loans.Adjustable
FROM Customers INNER JOIN (LoanTypes INNER JOIN Loans ON LoanTypes.Type = Loans.Type) ON Customers.CustomerID = Loans.CustomerID
WHERE (((Loans.Adjustable)=Yes))
ORDER BY Loans.InterestRate DESC;

Grader – Instructions Access

2

0

1

9

Project

Exp19_Access_Ch0

5

_CapAssessment – Paterson Credit Union 1.2

Project Description:

You work as a database administrator at the Paterson Credit Union. You are modifying a database to add validation, lookup fields, and an input mask. You will also modify queries to take advantage of advanced functions and features.

Steps to Perform:

4

6

8

2

8

16

10

10

10

10

0

Step

Instructions

Points Possible

1

Start Access. Open the file named
Exp19_Access_Ch05_CapAssessment_Paterson_Credit_Union.accdb. Grader has automatically added your last name to the beginning of the filename.

0
2

You want to make sure that the customer account types are documented and stored correctly. To do this you will create a table that will list each account type.
Use Design view to create a new table. Add
AccountType as the first field name, with data type Short Text and field size

10

. Ensure AccountType is set as the primary key. Save the table and name it
AccountTypes. Add three records:
Platinum,
Silver, and
Gold. Save and close the table.

4

3

Now, you wish to ensure that, when customers are added to your database, the phone number and account type must be entered. To do this you will set the PhoneNumber and AccountType fields as required fields.
Open the Customers table in Design view. Set the PhoneNumber and AccountType fields to Required. Save and close the table.

6

Paterson Credit Union only offers loans with interest rates between 2.0% and 10.25%. To ensure that no loans are offered outside of those constraints you will add a validation rule that will not allow loans outside of that range to the InterestRate field in the Loans table.
Open the Loans table in Design view. Establish a validation rule for the InterestRate field that requires the value to be greater than or equal to
2.0 but less than or equal to
10.25. Create validation text for the InterestRate:
Value must be between 2 and 10.25 (no period). Save the table and switch to Datasheet view. Change the InterestRate in the first record to
1.9. The validation text appears. Press ESC to restore the original value. Close the Loans table.

8
5

You’ve made the PhoneNumber field required in the Customers table, but now you want to ensure that phone numbers are entered in a specific format. To do this you will add an input mask to the PhoneNumber field in the Customers table.
Open the Customers table in Design view. Add a phone number input mask for the PhoneNumber field, storing the symbols with the data.

16

You would like to easily add the account type for each customer without typing anything on your keyboard. To do this you will turn the AccountType field into a Lookup Wizard using the AccountTypes table, that you recently created, as the source.
Change the Data Type of the AccountType field to Lookup Wizard. Use the AccountTypes table for the values in the lookup field, select the AccountType field from the table, accept the default sort, accept default column widths, and then accept the default name
AccountType. Save the table. Switch to Datasheet view.

7

Change the account type to
Platinum in the first record. Close the table.

For ease of use, you would like for users to be able to indicate the minimum loan amount on which they would like to pull loan information. You will do this by adding a parameter criterion to the LoanAmount field in the Customer Loans Parameter query.
Open the Customer Loans Parameter query in Design view. Add criteria for the Amount field. The user should be prompted to
Enter Minimum Loan Amount (no period). The query should display all records that have a loan Amount that is greater than or equal to the value entered as the parameter. Run the query. Enter
250000 when prompted to Enter Minimum Loan Amount. You should have five results. Ensure that the query results display a total at the bottom of the Date column, and an average at the bottom of the Amount column. Save and close the query.

9

You have noticed that a few of your customers are missing address information. You would like to address this by creating a query that returns only the customers that are missing addresses so that you can update that information. You will complete this by adding a field that indicates whether an address is missing then adding criteria to that field so that only customers with missing addresses are returned.
Open the Missing Addresses query in Design view. Add a new column to determine if a customer does not have an address on file. If the customer’s Address is null, it should display
Missing. If not, it should display nothing. Name the column
AddressPresent. Add criteria of
Missing to the column you just created, so only the customers missing an address display. Move the AddressPresent field so it appears between PhoneNumber and Address. Run the query. Ensure only customers with null Address fields display. Save and close the query.

10

For simplicity, you are now interested in rounding the interest rates for each loan to the nearest whole number. To do so, you will utilize the Round function in the Loans by Interest Rate query.
Open the Loans By Interest Rate query in Design view. Create a new column to round the InterestRate of each Loan to the nearest whole number. Name the field
RoundedRate. Run the query and verify the RoundedRate column displays whole numbers. Save and close the query.

11

Seeing what the total and average payments month over month are is important to your operation. To display this information, you will use the DatePart function to extract the month from the PaymentDate field then ensure that the query is grouped by month.
Open the Payment By Month query in Design view. Change the first column so that instead of grouping by the payment date, you group by the month. Use the DatePart function to extract the month from the date. Name the column
MonthNumber. Group by the MonthNumber field and display the Sum of the first Total field and the Average of the Average field. Run the query. The first line should read 2 (as the month, representing February), with a total of $5,246.51 as the total payments received and $1,311.63 as the average payment amount. Ensure that the query results display a total at the bottom of the Total column, and an average at the bottom of the Average column. Save and close the query.

12

Finally, you would like to classify the various loans as either high or low priority for the Credit Union. To do this you will add a column that determines whether the interest rate for a loan is greater than or equal to 7.9%, as that is what is considered high priority.
Open the Refinance Candidates query in Design view. This query displays all adjustable loans in the database. Create a new column to display
High Priority for all loans that have an InterestRate of 7.9% or more, and
Low Priority otherwise. Name the field
Priority. Run the query. Notice customers with the highest interest rate values show a higher priority. Save and close the query.

13

Save the database. Close the database, and then exit Access. Submit the database as directed.

Total Points

100

Created On: 07/11/2019 1 Exp19_Access_Ch05_CapAssessment – Paterson Credit Union 1.2

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