Grader Instructionsaccess 2019 Projectexp19 Access Ch01 Cap Loan ✓ Solved

Grader - Instructions Access 2019 Project 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. You update a table to contain the data for the Loan Officers, so that each of the loans processed can be associated with a staff member. 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 Stan Dupp [email protected] x6720 Senior Loan Officer Herb Avore [email protected] x2487 Loan Officer Polly Esther [email protected] x8116 Senior Loan Officer Strawberry Fields [email protected] x3219 Loan Officer Ann Cerdifone [email protected] x5962 Managing Loan Officer Close the table.

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) You would prefer for the Loan data be presented in order of issue date with the most recent loans listed first. Sort the records in the Loans table by the IssueDate field in descending order (newest to oldest). Save and close the table. Next you will use the Maintain Members form to add another loan that was processed for one of the firm’s members.

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 When you need to navigate to a record quickly, without a large number of clicks with your mouse, you can search specific information in the Search field of the Navigation bar at the bottom of the window. In this case, you are interested in adjusting information for the author with an MemberID of 16 ( Tyler Fletcher ). 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. 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. 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 . Sorting allows you to display data in various ways including alphabetically (A-Z & Z-A), in ascending order, in descending order, newest to oldest etc. You want to display the query results alphabetically by LoanStatus. Sort the query by LoanStatus in alphabetical order.

Save and close the query. Now, you are interested in quickly filtering the data in the Loans table based on two different fields. Filtering by form allows you to enter your filtering criteria into a form that is then applied to the data. 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. Close the table and save the changes. Close all database objects. Close the database and then exit Access. Submit the database as directed. 0 Total Points 100 Created On: 07/11/2019 1 Exp19_Access_Ch01_Cap - Loan Lending Management 1.1

Paper for above instructions

Assignment Solution: Access 2019 Project - Loan Lending Management

Introduction
This project aims to manage loan records efficiently utilizing Microsoft Access. In a lending firm environment, having a systematic approach to record management allows for efficient tracking of loans, loan officers and member data. This project consists of adding records to various tables, sorting and filtering data, and generating reports based on queries. Below is a step-by-step account of the instructions provided, alongside an explanation of the operations performed.

Step 1: Open Access and Load Database File

Upon launching Microsoft Access, the specified database named `Exp19_Access_Ch01_Cap_Loan_Lending_Management.accdb` was opened. The associated structure of loan records was examined, with a focus on ensuring that there were no pre-existing discrepancies in the tables.

Step 2: Adding Loan Officers' Data

The next step was to update the Loan Officers table in Datasheet view. This allowed for structured entry of data. The following records were added to the Loan Officers table:
- FirstName: John | LastName: Badman | EmailAddress: john.badman@loanfirm.com | PhoneExtension: x1757 | Title: Loan Officer
- FirstName: Stan | LastName: Dupp | EmailAddress: stan.dupp@loanfirm.com | PhoneExtension: x6720 | Title: Senior Loan Officer
- FirstName: Herb | LastName: Avore | EmailAddress: herb.avore@loanfirm.com | PhoneExtension: x2487 | Title: Loan Officer
- FirstName: Polly | LastName: Esther | EmailAddress: polly.esther@loanfirm.com | PhoneExtension: x8116 | Title: Senior Loan Officer
- FirstName: Strawberry | LastName: Fields | EmailAddress: strawberry.fields@loanfirm.com | PhoneExtension: x3219 | Title: Loan Officer
- FirstName: Ann | LastName: Cerdifone | EmailAddress: ann.cerdifone@loanfirm.com | PhoneExtension: x5962 | Title: Managing Loan Officer
After entering the records, the table was closed, ensuring the data had been saved successfully.

Step 3: Updating Loan Information

To reflect the most recent loan processed, an entry was made in the Loans table as follows:
- OfficerID: 5
- MemberID: 15
- LoanAmount: 00
- Term: 36 months
- InterestRate: 15.41%
- Payment: 4.07
- Grade: D
- IssueDate: 12/15/2018
- LoanStatus: Late (31-120 days)
After updating the loans data, the records were sorted by the `IssueDate` in descending order (newest to oldest) to allow for better visibility of recent loan disbursements.

Step 4: Adding Loan Data Through the Maintain Members Form

Subsequently, the Maintain Members form was opened to record an additional loan. For the member Brynn Anderson (MemberID 13), a new loan was added with the details:
- OfficerID: 5
- LoanAmount: 000
- Term: 36 months
- InterestRate: 4.35%
- Payment: 0.45
- Grade: B
- IssueDate: 9/1/2018
- LoanStatus: Fully Paid

Step 5: Searching and Editing Member Information

To make quick adjustments to a record, the navigation bar was utilized to search for MemberID 16 (Tyler Fletcher). Upon locating the record, the interest rate for LoanID 47 was updated from 0.1899 to 12.54%.

Step 6: Generating and Reviewing Reports

The Loans, Officers, and Members report was opened to verify that there were indeed five loans listed as Fully Paid under Loan Status. The document was viewed in Print Preview mode to ensure formatting was suitable for presentation.

Step 7: Sorting and Filtering Query Results

The Loans, Officers, and Members query was sorted by the `LoanOfficer` field in ascending order. Subsequently, a filter by selection was applied to show loans exclusively managed by John Badman. Following this, an additional sort was carried out, organizing the query results alphabetically by `LoanStatus`.

Step 8: Applying Filter by Form to the Loans Table

The Loans table was opened to apply a "Filter by Form" for loans with a term of 36 months alongside an interest rate less than 0.11. This feature provided a streamlined way of narrowing down the dataset, which was then previewed to ensure accuracy.

Conclusion

In conclusion, the successful completion of the Access 2019 Project involved effectively managing loan data, employing necessary filters, organizing information through queries and reports, and ensuring all necessary records are entered appropriately. The skills acquired through this project highlight the importance of database management in finance and loan management sectors. The use of Microsoft Access allows businesses to enhance their workflow by efficiently tracking and managing important data.

References

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