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:
Senior Loan Officer
Senior Loan Officer
Managing Loan Officer
Close the table.
You’ll now add information to the Loans table for the most recent loan that the firm processed.
Term: 36 months
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:
Term: 36 months
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.