Homework H09

Non-Queries?

FinCalc

Learning Goal

Learn how to automate the inserting, updating and deleting of business data from a cloud database using dynamically generated SQL queries, and showing the results in Excel.

Optional Prework

Consult my very short Introduction to SQL, just expanded to cover Inserts Deletes, and Updates. If you need more, check the SQL readings in Resources. You will find reference materials to support your learning the SQL language.  Your favorite GenAI can help, too!

Context

“You are the victim of your own success!”
You’re getting used to Ms. Tradewell appearing at your desk without warning, but this opening line gives you pause. You like the success part. The victim part… less so.
You start to respond, but she’s already moving ahead. “About that app you built,” she continues, looking at your screen, “the managers now want to be able to change the report data they review if they catch a typo or a mistake.”
Ah. Now you understand 'victim of your own success'. Here it comes.
“Can you do it?” Ms. Tradewell asks.
“I am on it, Boss.” A bit of a gamble, but your confidence with the technology is growing...
"Good." She turns to leave, then pauses just long enough to glance back.
“…That’s becoming your catchphrase.”

Task

For this homework you must access HedgeTournamentBETA. Create four buttons and one list object. The buttons visualize, insert, update, and delete records from the PortfolioTeam00.

Criteria/Requirements

Your work must satisfy the following requirements

  • At start, the Excel spreadsheets does not show any data
  • The List button shows all positions, autofits, and format the units (#,##0) and values ($ #,##0.00)
  • The Insert button takes the values in the cells and enters them as a new record in the table.  If symbol is not there, warn the user and quit
  • The Delete button uses the symbol to delete a record. If the symbol is not there, warn the user and quit
  • The Update button does not change the Symbol, but will change the units and the value for a Symbol. If the symbol is not there, warn the user and quit
  • After each button, the list object is refreshed.
  • <next year: change batplane into batmobile>

Hints and Tips

  • The table is shared by the whole FinTech community. So, do not be surprised if records appear and disappear under your eyes. Somebody else may be working on it, too.
  • Be a good citizen: add as many (or more) records than you delete
  • If by mistake you delete the whole table let me know and I will refresh it.