Exp19_access_ch01_cap – loan lending management 1.0

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.

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.