Exp19_Access_Ch03_CapAssessment – Retirement Accounts 1.2

  

Exp19_Access_Ch03_CapAssessment – Retirement Accounts 1.2

Project Description:

One-Stop Finance is a company that works with Clients in all areas of finance. They assist with banking, financial planning, mortgages, stock, insurance, retirement counseling, and debt consolidation. Cala Hamieh, one of the senior planners for the company, is hoping to extract information from the database. The company has a large database with hundreds of thousands of accounts, but to allow you to rapidly test your queries, you have created a smaller version of the database with a small amount of clients. Once you are confident your queries work, you can import them in to the main Access database.

     

Start   Access. Open the downloaded Access file named Exp19_Access_Ch03_CapAssessment_Retirement_Accounts.accdb. Grader has automatically added   your last name to the beginning of the filename.

 

Create a query using Query   Design. From the Clients table, display the client’s FirstName and LastName.   From the Accounts table, select the Savings Balance and OpenDate. Sort the   query by Savings Balance in descending order. Save the query as Account   Longevity.

 

Add a calculated field named AccountTime that calculates the number of   days each client’s accounts have been open. Assume today’s date is 12/31/2019. Recall dates must be enclosed   in # to denote to Access it is a date. Format the results in General Number format.   Run the query. Close the query.

 

Create a query using Query   Design. From the Clients table, display the client’s FirstName and LastName.   From the Accounts table, select the Savings Balance.

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