Follow The Instructional Steps To Finish The Project Point V

Follow The Instructional Steps To Finish The Project Point Values Can

Follow the instructional steps to finish the project (point values can also be seen using the link below). 1. Start Access. Open the downloaded Access file named Exp19_Access_Ch03_Cap_Brilton_Madley_Games.accdb . Grader has automatically added your last name to the beginning of the filename. 2. Create a query using Query Design. From the Customers table, include the fields FirstName, LastName, and Phone (in that order). From the Orders table, include the fields OrderID, OrderDate, and ShippedDate (in that order). Run the query and then examine the records. Save the query as Shipping Efficiency. 3. Add a calculated field named DaysToShip to calculate the number of days taken to fill each order. (Hint: the expression will include the OrderDate and ShippedDate fields; the results will not contain negative numbers.) Run the query and then examine the results. Save the query. 4. Add criteria to limit the query results to include any order that took more than 30 days to ship. 5. Add the Quantity field from the Orders table and the ProductName field from the Products table to the query (in that order). Sort the query by ascending LastName. 6. Add the caption Days to Ship to the DaysToShip field. Switch to Datasheet view to view the final results. Save and close the query. 7. Create a query using Query Design and add the Customers, Orders, and Products tables. Add the Country field from the Customers table. Set the field’s Total row to Group By. Save the query as Revenue and Cost by Country. 8. Add a calculated field in the second column. Name the field TotalRevenue. This field should multiply the quantity ordered (from the Orders table) by the unit price for that item (from the Products table). Format the calculated field as Currency and change the caption to Total Revenue. Change the Total row for the TotalRevenue field to Sum. 9. Add a calculated field in the third column. Name the field TotalCost. The field should multiply the quantity ordered (from the Orders table) by the unit cost for that item (from the Products table). Format the calculated field as Currency and add a caption of Total Cost. Change the Total row to Sum. Run the query. Save the query. Return to Design view. 10. Add the OrderDate field and criteria to that field so that only orders made between 7/1/2018 and 12/31/2018 are displayed. Change the Total row to Where. This expression will display only orders that were completed during the second half of 2018. Run the query and view the results. Save and close the query. 11. Create a copy of the Revenue and Cost by Country query named Customer Payments. Switch to Design view of the new query and remove the Country, TotalCost, and OrderDate fields. Add the FirstName and LastName fields. Move the TotalRevenue field to the end. Rename the TotalRevenue field to OrderTotal. Change the caption to Order Total. 12. Add a new field using the Expression Builder named SamplePayment. Insert the Pmt function with the following parameters: • Use .05/12 for the rate argument (5% interest, paid monthly) • Use the number 12 for the num_periods argument (12 months) • Use the calculated field OrderTotal for the present_value • Use 0 for both future_value and type. 13. Change the Total row to Expression for the SamplePayment field. Change the Format for the SamplePayment field to Currency. Run the query and verify the second order(with LastName Sparks) has a sample payment of $26.80. Note: it will display as a negative number. Save and close the query. 14. Create a copy of the Revenue and Cost by Country query named Revenue by Sales Rep. Switch to Design view of the new query and remove the entire Customers table, the TotalCost, and OrderDate fields. Add the Sales Reps table. Add the Title field from the Sales Reps table and move it to the front of the TotalRevenue field. 15. Run the query and then examine the summary records; there should be 4 Titles listed. Switch to Design view and change the sort order so that the title with the highest TotalRevenue is first and the title with the lowest TotalRevenue is last. Run the query and verify the results. Save and close the query. 16. Close all database objects. Close the database and then exit Access. Submit the database as directed.

Paper For Above instruction

To successfully complete the project, a series of detailed instructions must be followed to manipulate and analyze data within a Microsoft Access database. This process involves creating multiple queries, applying calculated fields, setting criteria, sorting, grouping, and copying queries to derive insightful financial and operational information from the database tables related to customers, orders, products, and sales representatives.

The journey begins with opening the specific Access database file named Exp19_Access_Ch03_Cap_Brilton_Madley_Games.accdb. After opening, the initial task is to create a query using Query Design that incorporates specific fields from the Customers and Orders tables: FirstName, LastName, Phone, OrderID, OrderDate, and ShippedDate. This foundational query will be saved as “Shipping Efficiency” and will be used to analyze the shipping process.

The next step involves adding a calculated field called DaysToShip, which calculates the number of days taken to ship each order by subtracting the OrderDate from the ShippedDate. It is crucial to ensure the calculation excludes negative values, indicating that the order wasn’t shipped before it was placed. After running and examining this query, criteria are added to filter records for orders that took more than 30 days to ship, focusing attention on significantly delayed shipments.

Further refinement involves adding the Quantity from the Orders table and the ProductName from the Products table. These fields are sorted by LastName in ascending order, and the DaysToShip field caption is changed to “Days to Ship”. Switching to Datasheet view displays the final results, which are then saved and the query is closed.

Moving forward, a new query named “Revenue and Cost by Country” is created by including Tables: Customers, Orders, and Products. A Group By aggregation is applied to the Country field, enabling regional analysis of revenue and costs. Two key calculated fields are then created: TotalRevenue and TotalCost. TotalRevenue multiplies Quantity by Unit Price from Products, formatted as Currency with the caption “Total Revenue” and summarized by Sum. TotalCost performs similar calculations but multiplies Quantity by Unit Cost, also formatted as Currency, with caption “Total Cost” and summed accordingly.

A filtered subset is generated by applying date criteria to include only orders made between July 1, 2018, and December 31, 2018. This involves setting the criterion for OrderDate to the specified range and selecting the “Where” option for the Total row, to extract relevant transactional data from the second half of 2018.

The procedures continue with creating a copy of the previous query named “Customer Payments”. In this version, the Country, TotalCost, and OrderDate fields are removed. Instead, FirstName, LastName, and TotalRevenue (renamed to OrderTotal) are added, with the caption updated accordingly. A new calculated field, SamplePayment, is created using the Pmt function, which calculates monthly loan payments based on an annual interest rate of 5%, over 12 months, with the present value set to the OrderTotal. The monetary format is applied, and validation ensures the second order (with LastName Sparks) displays a sample payment of approximately $26.80.

Subsequently, a new query titled “Revenue by Sales Rep” is generated by copying the "Revenue and Cost by Country" query. This version removes the Customers table, TotalCost, and OrderDate fields, and instead includes the Sales Reps table. The Title field from Sales Reps is moved to the front, followed by the TotalRevenue field. Sorting is adjusted to rank Sales Reps by their TotalRevenue from highest to lowest, providing insight into sales performance across different sales titles.

Throughout the process, the user is instructed to run the queries, examine the outputs, and verify that the calculations and data manipulations are correct. The final step involves closing all objects, closing the database, and exiting Access to submit the project as per the instructions.

References:

- Microsoft Support. (2020). Create a query by using Query Design. Microsoft. https://support.microsoft.com/en-us/office/create-a-query-by-using-query-design-0be726d2-7996-4d9d-8237-8b62bc95ecda

- Microsoft Support. (2020). Add calculated fields to query results. Microsoft. https://support.microsoft.com/en-us/office/add-a-calculated-field-in-query-design-view-c8d46430-dac3-4c49-9f65-4b7b3e19260f

- Allen, A. (2018). Mastering Microsoft Access 2016. Packt Publishing.

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