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Portfolio Management Database Design

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Submitted By suemetzger
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Stock Portfolio Management
The following exercises are designed to provide you more practice with querying an Access database. To begin this exercise, retrieve the file PortfolioManagment.accdb from Blackboard (found in the Learning Module called Databases & Access -> Presentation & Data Files). Open the database file.
Design Challenges 1. Open the Client table. How many records does it have? ______ How many fields does it have? ______

2. What is the primary key for the Client table?

3. Set the primary key for the Stock table.

4. Review the data types assigned to the Stock Purchase table. One data type is incorrect. Please correct the data type and save the change.

5. Set the primary key for the Stock Purchase table.

6. Create a form for the Client table that allows easy entry of a new client.

7. Using your form you just created, add yourself to the Client table. Call the form Client Entry Form.

8. Add your favorite stock to the Stock table. Make up data if you do not know specifically what exchange or current price it trades at.

9. Buy 100 shares of the stock that you just added to the Stock table.

Query Challenges

10. Select the Stock table. Create a query called NYSE Stocks that lists all stock tickers traded on the NYSE. The resulting query should be sorted by the stock’s name.

11. Select the Stock table. Create a query called Expensive Stocks that lists all stocks whose stock price is greater than $100/share.

12. Modify the Expensive Stocks query to list all NYSE stocks that are worth more than $100/share.

13. Select the Client table. Create a query called PA Clients that will display only those client’s whose live in Pennsylvania (PA). List only the client’s name and zip code.

14. Select the Client table. Create a query called Client Listing that will display

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