New Perspectives Access 2019 | Module 3: End of Module Project 1
Homestead Partners
CREATING AND IMPROVING QUERIES
GETTING STARTED
•
Open the file NP_AC19_EOM3-1_FirstLastName_1.accdb, available for download
from the SAM website.
•
Save the file as NP_AC19_EOM3-1_FirstLastName_2.accdb by changing the “1” to a
“2”.
o
•
If you do not see the .accdb file extension in the Save As dialog box, do not type
it. The program will add the file extension for you automatically.
Open the _GradingInfoTable table and ensure that your first and last name is
displayed as the first record in the table. If the table does not contain your name, delete
the file and download a new copy from the SAM website.
PROJECT STEPS
1.
Homestead Partners is a company that connects independent home owners with longterm renters. You work in the Customer Service department of Homestead Partners as a
data analyst. You are developing an Access database application to help manage and
analyze several types of customer service data including property and property manager
effectiveness.
Open the Properties table in Datasheet view and in the record with the PropertyNo value
of 2 for Victor Hogg, insert Georgia for the FName value and Brickley for the LName
value. Hide the Baths and Deposit columns that do not yet contain any data.
2.
With the Properties table still open in Datasheet view, modify the expression in the
calculated ApplicationFee field to multiply by 15 instead of 10. Apply the last filter (the
State field is equal to GA). Sort the records in ascending order by the LName field and
then save and close the Properties table.
3.
Open the Surveys table in Datasheet view and sort the records in descending order by
SurveyDate. Change the font size to 12 and apply Arial as the font. Save and close the
Surveys table.
4.
Open the ManagerListing query in Datasheet view and for PropertyNo 13, change the
ManagerID value to 1. Note that the ManagerLastName value will automatically update
to Washington due to the relationships between the Managers and Properties tables.
5.
Switch the ManagerListing query to Design view and use a wildcard character to select
all records where the ManagerLastName starts with the letter W. Save and display the
ManagerListing query in Datasheet view as shown in Figure 1 and then close it.
New Perspectives Access 2019 | Module 3: End of Module Project 1
Figure 1: ManagerListing Query in Datasheet View
6.
Create a new query in Query Design view using the Properties and StateAbbreviations
tables. Join the Properties and StateAbbreviations tables using the State field from the
Properties table and the Abbreviation field from the StateAbbreviations table. Add the
PropertyNo and StreetAddress fields from the Properties table, and the StateName field
from the StateAbbreviations table to the query grid, and in that order. Add an ascending
sort order to the PropertyNo field. Save the query with the name PropertyListing,
display it in Datasheet view as shown in Figure 2, and then close it.
New Perspectives Access 2019 | Module 3: End of Module Project 1
Figure 2: PropertyListing Query in Datasheet View
7.
Open the CityListing query in Design view and add criteria to select all records that have
a State field value of GA or FL. Add an ascending sort order to the State and City fields.
Save and display the CityListing query in Datasheet view as shown in Figure 3 and then
close it.
New Perspectives Access 2019 | Module 3: End of Module Project 1
Figure 3: CityListing Query in Datasheet View
8.
Open the HomeStylesListing query in Design view and add the YearBuilt field as the
fourth column of the query design grid. Then add criteria to select all records that have a
Description field value of Ranch, State field value of KS, and YearBuilt value greater than
or equal to 2000. Save and display the HomeStylesListing query in Datasheet view as
shown in Figure 4 and then close it.
New Perspectives Access 2019 | Module 3: End of Module Project 1
Figure 4: HomeStylesListing query in Datasheet View
Save and close any open objects in your database. Compact and repair your database, close it,
and then exit Access. Follow the directions on the SAM website to submit your completed project.
New Perspectives Access 2019 | Module 4: End of Module Project 1
Homestead Partners
CREATING AND MODIFYING REPORTS
GETTING STARTED
•
Open the file NP_AC19_EOM4-1_FirstLastName_1.accdb, available for download
from the SAM website.
•
Save the file as NP_AC19_EOM4-1_FirstLastName_2.accdb by changing the “1” to a
“2”.
o
•
If you do not see the .accdb file extension in the Save As dialog box, do not type
it. The program will add the file extension for you automatically.
Open the _GradingInfoTable table and ensure that your first and last name is
displayed as the first record in the table. If the table does not contain your name, delete
the file and download a new copy from the SAM website.
PROJECT STEPS
1.
Homestead Partners is a company that connects independent home owners with longterm renters. You work in the Customer Service Department of Homestead Partners as a
data analyst. You are developing an Access database application to help manage and
analyze several types of customer service data including property and property manager
effectiveness.
Create a new form using the Form Wizard based on all the fields in the Managers table.
Use a Columnar layout, use ManagerEntry as the title for the form, open the form to
view information, and then close it.
2.
Open the PropertyEntry form in Form View and edit the Year Built value for the first
record (Property No 1) to 1985 from 1975.
3.
With the PropertyEntry form still open in Form View, enter a new record with the field
values shown in Table 1.
Table 1: Record for PropertyEntry Form
Property No
Property Type
Street Address
Owner First
Owner Last
City
State
Zip
Manager
Year Built
4.
(AutoNumber will automatically number the record)
2
101 High St
Javier
Moran
Kansas City
MO
66220
4
2018
Switch the PropertyEntry form to Layout View, then move the Close command button
from the left side to the right side of the Form Footer section. Position the button so that
the right edge is aligned with the right edge of the Year Built textbox in the form detail
section above. Save the PropertyEntry form.
New Perspectives Access 2019 | Module 4: End of Module Project 1
5.
With the PropertyEntry form still open in Layout View, select the Property Entry Form
label in the Form Header section, and apply bold styling.
6.
With the PropertyEntry form still open in Layout View, delete the Homestead Partners
label in the Form Footer section. Edit the Zip label, using ZIP Code as the new value.
7.
With the PropertyEntry form still open in Layout View, position the Baths label and text
box just below the Year Built label and text box. Display the PropertyEntry form in Form
View as shown in Figure 1 and then save and close the PropertyEntry form.
New Perspectives Access 2019 | Module 4: End of Module Project 1
Figure 1: PropertyEntry form in Form View
8.
Open the HomeStyles form in Layout View, select the TypeID label and Description label
in the Detail section, and change the font color to Automatic (Black). (Hint: Be careful to
select the labels and not the text boxes.) Save the HomeStyles form. Display the
New Perspectives Access 2019 | Module 4: End of Module Project 1
HomeStyles form in Form View as shown in Figure 3, then close the HomeStyles form.
Figure 2: HomeStyles Form in Form View
Save and close any open objects in your database. Compact and repair your database, close it,
and then exit Access. Follow the directions on the SAM website to submit your completed project.
New Perspectives Access 2019 | Module 2: End of Module Project 2
Cardiac Rehab Associates
BUILDING AN ACCESS DATABASE
GETTING STARTED
•
Open the file NP_AC19_EOM2-2_FirstLastName_1.accdb, available for download
from the SAM website.
•
Save the file as NP_AC19_EOM2-2_FirstLastName_2.accdb by changing the “1” to a
“2”.
o
•
•
If you do not see the .accdb file extension in the Save As dialog box, do not type
it. The program will add the file extension for you automatically.
To complete this SAM Project, you will also need to download and save the following
data files from the SAM website onto your computer:
o
Support_AC19_EOM2-2_InsuranceCompanies.xlsx
o
Support_AC19_EOM2-2_NewClients.xlsx
Open the _GradingInfoTable table and ensure that your first and last name is
displayed as the first record in the table. If the table does not contain your name, delete
the file and download a new copy from the SAM website.
PROJECT STEPS
1.
Cardiac Rehab Associates is a company that helps people rehabilitate their health and
strength after an illness or accident. You work as a research analyst to maintain records
and to analyze the success of various activities and programs. At Cardiac Rehab
Associates you are developing an Access database application to help manage this
information.
Open the Enrollments table in Design view and change the Default Value property for
the ProgramID field to 1 from 0. Change the Field Size property for the ClientID field to
5 from 255. Save the table. Click Yes if prompted about lost data. Given all ClientID
values are five characters or less, no data will be lost.
2.
With the Enrollments table open in Design view use the Input Mask Wizard to set the
Input Mask property for the EnrollmentDate field using the default values for the Short
Date input mask. Change the Required property for the EnrollmentDate field to Yes from
No and then save and close the Enrollments table. Click Yes if prompted to test data
integrity.
3.
In the Navigation pane, use the name Programs to rename the HealthPrograms table.
4.
Open the Programs table in Datasheet view and to the right of the ProgramStartDate
field, add a new field with a Currency data type and a field name of Fee. Move the
ProgramStartDate field to the second column between the ID and ProgramName fields.
The final Programs table is shown in Datasheet view in Figure 1. Save and close the
Programs table.
New Perspectives Access 2019 | Module 2: End of Module Project 2
Figure 1: Programs table in Datasheet View
5.
Use the Import Spreadsheet Wizard to add data to the Clients table from
Support_AC19_EOM2-2_NewClients.xlsx and select the option to append a copy of
the records from the Clients worksheet into the existing Clients table. Do not save the
import settings. Open the Clients table in Datasheet view to review the data, a portion of
which is shown in Figure 2.
Figure 2: Clients table in Datasheet View
6.
With the Clients table still open in Datasheet view, delete the MiddleInitial field. Change
the data type for the InitiationFee field to Currency. Apply 50 as the Default Value
property for the InitiationFee field. Change the data type for the Veteran field to
Yes/No. Click Yes if prompted. Given no data has been recorded in that field yet, no
data will be lost.
7.
With the Clients table in Datasheet view, decrease the decimal places to 1 for the
FlexibilityScore field. Increase the decimal places to 1 for the StrengthScore field. To the
right of the FlexibilityScore field, add a new field named CognitiveScore with a Number
data type. Resize to best fit the column containing the newly created CognitiveScore
field. A portion of the final Clients Table Datasheet is shown in Figure 3. Save and close
the Clients table.
New Perspectives Access 2019 | Module 2: End of Module Project 2
Figure 3: Clients table in Datasheet View
8.
Import the Excel workbook named Support_AC19_EOM22_InsuranceCompanies.xlsx as a new table. The first row of the spreadsheet contains
column headings. Use the default Field Options. Apply the InsuranceCode field as the
primary key. Name the new table InsuranceCompanies and do not save the import
settings. Open the InsuranceCompanies table in Datasheet view to review the data, a
portion of which is shown in Figure 4, and then close it.
Figure 4: InsuranceCompanies table in Datasheet View
Save and close any open objects in your database. Compact and repair your database, close it,
and then exit Access. Follow the directions on the SAM website to submit your completed project.
New Perspectives Access 2019 | Module 1: End of Module Project 1
Homestead Partners
BUILDING AN ACCESS DATABASE
GETTING STARTED
•
Open the file NP_AC19_EOM1-1_FirstLastName_1.accdb, available for download
from the SAM website.
•
Save the file as NP_AC19_EOM1-1_FirstLastName_2.accdb by changing the “1” to a
“2”.
o
•
If you do not see the .accdb file extension in the Save As dialog box, do not type
it. The program will add the file extension for you automatically.
Open the _GradingInfoTable table and ensure that your first and last name is
displayed as the first record in the table. If the table does not contain your name, delete
the file and download a new copy from the SAM website.
PROJECT STEPS
1.
Homestead Partners is a firm that connects independent home owners with long-term
renters. You work in the Customer Service department of Homestead Partners as a data
analyst. You are developing an Access database application to help manage and analyze
customer satisfaction survey data on the properties rented through your company. In
this project you will improve an existing database by creating and modifying fields and
tables, queries, forms, and reports.
Open the Properties table in Datasheet view and use StreetAddress to rename the
current Address field. Close the Properties table.
2.
Create a new table in Datasheet view. Change the ID field name to ManagerID with the
AutoNumber data type, add a field named ManagerFirstName with the Short Text data
type, add a field named ManagerLastName with the Short Text data type, add a field
named HireDate with the Date/Time data type, and add a field named Salary with the
Currency data type. Save the table with the name Managers and close it.
3.
Open the PropertyTypes table in Datasheet view and then add a new record with Log
Cabin as the Description field value, noting that the ID field automatically increments to
7. Close the PropertyTypes table.
4.
Open the Properties table in Datasheet view and delete the record for PropertyNo 4
(5817 Nall Ave, Sid, Ortiz, Des Moines, IA). Modify the FName value for the record with
PropertyNo 2 (4106 W 67th Ter, Victorina, Hogg, Prairie Valley, KS), using Victor as the
new FName value, and then close the Properties table.
5.
Create a new query using the Simple Query Wizard. Choose the PropertyType, City,
State, and YearBuilt fields from the Properties table. Title the new query with the name
CityListing, open the query to view information, a portion of which is shown in Figure
1, and then close it.
New Perspectives Access 2019 | Module 1: End of Module Project 1
Figure 1: CityListing Query
6.
In the Navigation pane, rename the Property form using PropertyEntry as the new
form name.
7.
Create a new form using the Form Wizard. Choose the FName, LName, City, State, and
Zip fields in the Properties table. Choose a Columnar layout. Title the form OwnerInfo,
open the form to view information as shown in Figure 2, and then close it.
Figure 2: OwnerInfo Form
New Perspectives Access 2019 | Module 1: End of Module Project 1
8.
Create a new report using the Report Wizard. Choose the PropertyNo, City, State, and
YearBuilt fields from the Properties table. Do not add any grouping levels. Sort the
records in ascending order by State and then in ascending order by City. Use a Tabular
layout and a Portrait orientation. Title the report PropertiesByState, preview the
report, a portion of which is shown in Figure 3, and then close it.
Figure 3: PropertiesByState Report
Save and close any open objects in your database. Compact and repair your database, close it,
and then exit Access. Follow the directions on the SAM website to submit your completed project.
InsuranceCodeCompanyName
AET
Aetna
HUM
Humana
BCB
Blue Cross Blue Shield
KAI
Kaiser Permanente
UHO
United Health One
WEL
Wellpoint
CIG
Cigna
HIG
Highmark
CAR
Carefirst
MET
Metropolitan
ClientID
99910
99911
99912
99913
99914
FirstName
Darcy
Mark
Terry
Henry
Roberta
LastName DateOfBirth
Wilberforce 3/26/1988
Starsky
1/12/1912
Hutch
6/3/1965
Green
6/4/1956
Good
5/10/1944
Gender
F
M
F
M
F
StartDate StrengthScore
FlexibilityScore
Veteran
8/15/2018
2,00
3,00 FALSE
8/4/2018
3,00
4,00 FALSE
8/3/2018
4,00
5,00 FALSE
8/28/2018
5,00
6,00 FALSE
8/15/2018
6,00
7,00 FALSE
InitiationFee
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