1. Show a list of all recommendations made after 1St January 2015 on the currencies of US dollar and Euro.
Display the details including analyst name, currency code, recommendation, review date and reason.
Query 1 Result
FirstName LastName CurrencyCode Recommendation ReviewDatel Reason l
John Johnson USD Buy 6/03/2015-Fed financial QE policy I
Joshua Andersen EUR Buy 15/02/2015-Forecast Eurozone GDP increase
Linda Aka EUR Hold 2/01/2015-Euro central bank interest decision-
2. Which portfolio has least amount of available cash? List the details including portfolio number, available
cash, host client name, contact phone, and the responsible manager name.
Query 2 Result
PortfoliolD AvailableCash ClientName ContactPhoneIManagerNamel
1007 $50,000.00 Dennis Dale 48007761 Ken King I
3. List the currency or currencies that have two or more ratings.
Query 3 Result
Euro 0.00% 2
US Dollar 1.00% 2
4. How many trades has each manager performed? Show the manager’s name, contact phone and the total
number of trades performed. Order the list so that the manager with the most trades appears first.
Query 4 Result
Ken King 0749554433 4
Mark Pauline 0748090945 2
Jeff Lincoln 0748090161 2
Fred Hoffman 0748095613 1
David King 0748505033 1
5. List details that managers have bought the currency of British pound and Japanese Yen in second half year
of 2014. These details include manager’s name, currency name, quantities purchased, exchange rate and
transaction date.
Query 5 Result
Fred Hoffman Japanese Yen 11000 0.01′ 5/11/2014
Ken King British Pound 200000 1.65 5/10/2014
Ken King British Pound 4000 1.58 9/09/2014
6. Find out three currencies that have been most frequently traded. Your query result should include the
currency code, currency name, interest rate and how many times they have been traded. Sort the result by the
number of times they were traded (Hint, using top, count functions.)
Query 6 Result
CurrencyCode CurrencyName llnterestRate NbrOfTimesTradedd
lGBP lBritish Pound l 2.00% 3
NZD New Zealand Dollar- 2.00% 2
EUR lEuro 0.00% 2
Note: The word of currency is a reserved word in MS Access. Thus when you use it for SQL query, you have
to put a bracket like [Currency]. This is similar for other reserved words like order, name etc.
Report
Create a simple report showing the details of all trades of investors in their portfolios. These details include
the investor name, currency code, quantities traded of each currency as well as the transaction date. Your
report should have an appropriate layout, similar to the one below.
ED
Report – Summary of Investors and their currency
First Name Last Name Currency Quantities Date
Allan Curtis JPY 11000 5/11/2014
Ron Daley NZD 5000 6/02/2014
Ian Payne EUR 5000 6/02/2014
Hollywood Bill DDK 2000 7/02/2014
Allan Curtis CNY 3000 9/03/2015
Ron Daley NZD 20000 1/03/2014
Ian Payne GBP 4000 15/10/2014
Ian Payne GBP 200000 5/10/2014
Ian Payne GBP 4000 9/09/2014
Peach Paulson EUR 60000 8/02/2014
10′ Total trades Friday, 27 March 2015
Hints:
o Create a query that lists all details needed for a report. If you are unable to formulate this query, then
create a report that is based directly on the table. (Note: you will not be able to obtain full marks for the
report creation if you base your report directly on the table and some criteria are not met in your reports.)
0 Use the report wizard to generate a basic report based upon your query (or the table if you were unable to
formulate the query).
0 Once the report wizard finishes, switch to design View and rename the labels to match those shown in the
report above; for example, change F irstName to First Name etc.
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