Exp19_access_ch07_capassessment – loan payments 1.0

Exp19_Access_Ch07_CapAssessment – Loan Payments 1.0 

Exp19 Access Ch07 CapAssessment Loan Payments 1.0 


Access Chapter 7 Capstone Assessment – Loan Payments


Project Description:

A lending firm asked you to assist them in updating the database they are using to keep track of their loans. The department requires a form that can be used to find information but not change information. In addition, you will enhance an existing form and generate a report showing which customers have each type loan.


Start   Access. Open the file named Exp19_Access_Ch07_CapAssessment_Loan_Payments.accdb.   Grader has automatically added your last name to the beginning of the   filename.


Select   the Loans table and use the Form tool to create a new form. Change the title   to View Loans. Delete the Payments subform.


Change   the Allow Edits, Allow Additions, and Allow Deletions settings to No. View   the form and data in Form view. Save   the form as View Loans   and close the form.


Open   the Update Loans form in Design view. Change the Type field to a Combo Box.   Set the Row Source to LoanTypes and the Limit To List property to Yes.


Fix   the tab order so the Term field comes immediately before the Type field. Save   and close the form.


Open   the View Loans form in Design view. Add a new label control in the left-side   of the form footer that displays the text Loan information   is considered sensitive and private. All printouts should be shredded after   use.   (include a period). Change the font color to Black, Text 1 and bold the text.   Save and close the form.


Create   a new report using the Report Wizard based on the Loans table. Select the   LoanID, Date, Amount, InterestRate, and Term fields, in that order. Accept   all other default options.


Switch   to Layout view. Add grouping by the Type field. Switch to Design view. Switch   the option to with a footer section   in the Group, Sort, and Total pane. Use the pane to also display the count of   the LoanID field in the Group Footer section.


Use   the Insert Page Break control at the bottom of the Type footer.


Add   a new Text Box control to the right of the Term text box. Use the Tabular   button in the Table group of the Arrange tab to place it correctly. Change   the label for the field to Monthly Pmt.


Add   a formula in the text box to calculate the monthly payment for each of the   loans. Ensure that the results are positive. Format the field as Currency.   Save and close the report.


Create   a query that includes the Date and   Amount fields from the Loans table. Ensure the results will   be sorted in Ascending order by Date. Run the query. Save the query as Loan Amounts Over Time and   close it.

  Create a report in design view and insert a Chart Control in the top left corner of the Detail section of the report. In the Chart Wizard, select the Loan Amounts Over Time query and   click Next. Add all available   fields to the fields for chart section and continue. Ensure that Column Chart is selected and   continue. Leave the default settings on the following screen. On the final   page of the wizard, ensure that no legend is shown and click finish.

  Resize the chart so that it fills the width of the Detail section of the   report. Save the report as Loan Amounts by Month.   Switch to report view and close the report.


Save   the database. Close the database, and then exit Access. Submit the database   as directed.