Project Description:
Northwind Traders, an international gourmet food distributor, hired a new CEO. She asked for your assistance in providing summaries of data that took place before she started with the company. To help her with her strategic planning, you will create queries to perform data analysis. Based on your meeting, you plan on creating four queries. One query will find orders with minor delays. Another query will summarize the cost impact of customer discounts. A third query will be used to help evaluate financing. The final query will calculate the total sales by country.
Instructions:
For the purpose of grading the project you are required to perform the following tasks:
Step1
Start Access. Open the downloaded Access file named exploring_a03_Grader_h1.
Step 2
Create a query using Query Design. From the Customers table, include the fields CompanyName, ContactName, ContactTitle, and Phone (in that order). From the Orders table, include the fields OrderID, OrderDate, and ShippedDate (in that order). Run the query and then examine the records. Save the query as Shipping Efficiency.
Step 3
Add a calculated field named DaysToShip to calculate the number of days taken to fill each order. (Hint: the expression will include the OrderDate and ShippedDate fields; the results will not contain negative numbers.) Run the query and then examine the results. Save the query.
Step 4
Add criteria to limit the query results to include any order that took more than 30 days to ship.
Step 5
Add the Quantity field from the Order Details table and the ProductName field from the Products table to the query (in that order). Sort the query by ascending CompanyName.
Step 6
Add the caption Days to Ship to the DaysToShip field. Switch to Datasheet view to view the final results. Save and close the query.
Step 7
Create a query using Query Design and add the Orders, Order Details, Products, and Customers tables. Add the fields OrderID and OrderDate (in that order) from the Orders table. Set both fields' Total rows to Group By.
Step 8
Add a calculated field in the third column. Name the field ExtendedAmount. This field should multiply the quantity ordered (from the Order details table) by the unit price for that item (from the Products table). Format the calculated field as Currency and change the caption to Total Dollars. Change the Total row for the ExtendedAmount field to Sum.
Step 9
Add a calculated field in the fourth column. Name the field DiscountAmount. The field should multiply the number of items ordered, the price per item, and the discount field(in that order). This will calculate the total discount for each order. Format the calculated field as Currency, and add a caption of Discount Amt. Change the Total row to Sum. Run the query. Save the query as Order Summary. Return to Design view.
Step 10
Add criteria to the OrderDate field so only orders made between 1/1/2016 and 12/31/2016 are displayed. Change the Total row to Where. This expression will display only orders that were created in 2016. Run the query and view the results. Save and close the query.
Step 11
Create a copy of the Order Summary query named Order Financing. Switch to Design view of the new query and remove the DiscountAmount field.
Step 12
Add a new field using the Expression Builder named SamplePayment. Insert the Pmt function with the following parameters:
• Use .05/12 for the rate argument (5% interest, paid monthly)
• Use the number 12 for the num_periods argument (12 months)
• Use the calculated field ExtendedAmount for the present_value
• Use 0 for both future_value and type
Step 13
Change the Total row to Expression for the SamplePayment field. Change the Format for the SamplePayment field to Currency. Run the query and verify the second order has a sample payment of $125.84. Note: it will display as a negative number. Save and close the query.
Step 14
Create a copy of the Order Summary query named Order Summary by Country. Replace the OrderID field with the Country field in the Design view of the new query.
Step 15
Run the query and then examine the summary records; there should be 5 countries listed. Switch to Design view and change the sort order so that the country with the highest ExtendedAmount is first and the country with the lowest ExtendedAmount is last. Run the query and verify the results. Save and close the query.
Step 16
Close all database objects. Close the database and then exit Access. Submit the database as directed.