Office 2016 MyITLab Grade Instructions Exploring Access Volu

Office 2016 Myitlabgrader Instructionsexploring Access Volume 1

Explore the detailed instructions for a comprehensive Access database project involving importing Excel data, modifying tables, creating relationships, queries, forms, and reports. The task includes importing Excel data into Access, modifying data types and properties, setting relationships with referential integrity, and creating specialized queries for analysis. Additionally, it involves designing forms with specific formatting, creating a report with grouped data, and applying formatting to enhance readability. The project culminates with closing all objects and exiting Access, submitting the database file for assessment.

Paper For Above instruction

The project undertaken for exploring Access involves developing a comprehensive database system for Quill Financial Services' student loans management. This process encompasses multiple steps that require advanced skills in Microsoft Access, including data import, table modification, relationship setting, query creation, form customization, and report generation, all tailored to meet specific business needs and data analysis requirements.

Initially, the process begins with importing data from an Excel spreadsheet named exploring_acap_grader_a1_Clients.xlsx into a new table called Clients within the Access database exploring_acap_grader_a1_Loans.accdb. During this import, it is crucial to select the option "First Row Contains Column Headings" to ensure proper labeling of fields. The primary key for this table is set as ClientID, which uniquely identifies each client record. After successful import, the Clients table is opened in Design view, where modifications are made to optimize data storage and integrity. The ClientID field's size is reduced to six characters, and any '@' symbol present in its format property is removed. The ZIP code field's size is adjusted to five, aligning with standard postal code formats. The ExpectedGraduation field's decimal places are set to zero, as it stores year data.

Subsequently, the Comments field is removed from the table, and a new field named LastContact is added as the last field, with data type set to Date/Time and format adjusted to Short Date. These structural changes enhance data relevance and facilitate future data entry and analysis. The table is then switched to Datasheet View to apply the Best Fit option to all columns, ensuring optimal column width. The data is sorted in descending order based on the LoanAmount field to prioritize higher loans, and the table is saved and closed.

The next critical step involves establishing relationships between tables. The Relationships window is opened, where the Clients and Colleges tables are added. A one-to-many relationship is created between the CollegeID fields in both tables, with referential integrity enforced to maintain data consistency. Cascade updates and cascade delete options are selected to ensure that changes in primary keys propagate appropriately and deletions maintain referential integrity. After saving these relationships, the window is closed, completing the relational structure.

Following relationship setup, a query is created in Design view to extract specific client information. Fields selected include LastName, FirstName, Email, Phone, and ExpectedGraduation from the Clients table, with the CollegeName from the Colleges table included. The result set is sorted by LastName and FirstName in ascending order, and a criterion is set to filter clients with an ExpectedGraduation year of 2019. This query is run, saved as "2019 Graduates," and then closed. It serves as a targeted report of recent graduates.

A copy of this query is then created and renamed "Loan Payments." In Design view, the ExpectedGraduation criterion is removed to include all records, allowing for broader analysis. A calculated field named MonthlyPayment is added, employing the Pmt function to estimate the monthly loan repayment amount based on a fixed 5% interest rate, paid monthly over ten years. The calculation uses rate = 0.05/12, num_periods = 10*12, and present_value = LoanAmount, with zero for future value and type arguments. The field is formatted as Currency, and the lower section of the query design includes a total row where the average of MonthlyPayment and count of LastName are calculated. The query is run, saved, and closed.

The next query summarizes loans by college. It displays the CollegeName, counts the number of ClientID entries (number of loans), and averages the LoanAmount for each college. The ClientID field caption is renamed to "Num Loans," and LoanAmount is renamed to "Avg Loan," with the field formatted as Standard. The query is run, saved as "Loan Summary by College," and closed.

Designing a split form based on the Clients table entails customizing font size and color for the ClientID field and changing its fill color to black. Fields in the bottom section are reordered to have FirstName appear before LastName. The form is switched to Form view, where edits are made—changing Riya Gonzalez's ExpectedGraduation date to 2021, then saving the form as "Client Information" and closing it.

A report is created using the Report Wizard from the Loan Payments query, selecting specific fields including LastName, FirstName, Email, ExpectedGraduation, CollegeName, and MonthlyPayment. The report is grouped by CollegeName, with a stepped layout and landscape orientation for better readability. The report is saved as "Loans by College." Further formatting involves applying Best Fit to all columns, enlarging the ExpectedGraduation font size to 16, and bolding the LastName fields to highlight these key identifiers. The report is then saved, and all objects are closed. Finally, the database file is closed, and the application is exited, completing the project.

References

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