Below are the SQL for each of the three tables. The other angle I'm
contemplating is have Excel programatically combining these three
spreadsheets into one and then using that combined spreadsheet for the
query.
Perhaps I prevail upon management to convert these Excel files permanently
to Access. The difficulty there is the dictum from management that I am not
to change the way people work. This means that since the person maintaing
these Excel files doesn's know Access, then they continue in Excel.
Single Table
SELECT Single_Producers.[Policy Number], Single_Commissions.[Premium
Commission Table ID#], DistributionChargeDK.Status,
DistributionChargeDK.[Rate ], DistributionChargeDK.[Initial Premium Amount,
if applicable], DistributionChargeDK.[Maximum Distribution Charge $ Limit],
Single_Insured.[Insured Prefix], Single_Insured.[Insured - First Name],
Single_Insured.[Insured - Last Name], Single_Owners.[Policy Owner - Prefix],
Single_Owners.[Policy Owner - First Name], Single_Owners.[Policy Owner -
Last Name], Single_Owners.[Policy Owner Code], Single_Owners.[Policy Owner
Address - Line 1], Single_Owners.[Policy Owner Address - Line 2],
Single_Owners.[Policy Owner Address - Line 3], Single_Owners.[Policy Owner
Address - Line 4], Single_Owners.[Policy Owner Address - Line 5 - City],
Single_Owners.[Policy Owner Address - Line 5 - State], Single_Owners.[Policy
Owner Address - Line 5 - Zip Code], Single_Owners.[Policy Owner Tax ID #],
Single_Owners.[Trustee #1 - Prefix], Single_Owners.[Trustee #1 - First
Name], Single_Owners.[Trustee #1 - Last Name], Single_Owners.[Trustee #2 -
Prefix], Single_Owners.[Trustee #2 - First Name], Single_Owners.[Trustee
#2 - Last Name], Single_Owners.[Trustee #3 - Prefix], Single_Owners.[Trustee
#3 - First Name], Single_Owners.[Trustee #3 - Last Name],
Single_Owners.[Trustee #4- Prefix], Single_Owners.[Trustee #4 - First Name],
Single_Owners.[Trustee #4 - Last Name], Single_Policy.[Policy Date],
Single_Policy.[Face Amount], Single_Policy.[Product IDCode],
Single_Policy.[Definition of Life Insurance Test], Single_Policy.[Death
Benefit Option], Single_Policy.[Jurisdiction State (Premium Tax State)],
Single_Policy.[Insured underwriting class], Single_Policy.[Insured
substandard rating], Single_Policy.[Insured smoker/non smoker indicator],
Single_Policy.[Insured flat extra table], Single_Policy.[Policy Company ID
Code], Single_Policy.[Policy Status], Single_Policy.[Underwriting Fee Table
ID Code], Single_Producers.[Producer ID Code]
FROM (((Single_Producers INNER JOIN Single_Policy ON
Single_Producers.[Policy Number] = Single_Policy.[Policy Number]) INNER JOIN
Single_Owners ON Single_Producers.[Policy Number] = Single_Owners.[Policy
Number]) INNER JOIN Single_Insured ON Single_Producers.[Policy Number] =
Single_Insured.[Policy Number]) INNER JOIN (Single_Commissions INNER JOIN
DistributionChargeDK ON Single_Commissions.[Premium Commission Table ID#] =
DistributionChargeDK.[ID Number]) ON Single_Producers.[Policy Number] =
Single_Commissions.[Policy Number]
ORDER BY Single_Producers.[Policy Number];
Joint Table
SELECT Joint_Policy.[Policy Number], Joint_Commissions.[Premium Commission
Table ID#], DistributionChargeDK.Status, DistributionChargeDK.[Rate ],
DistributionChargeDK.[Initial Premium Amount, if applicable],
DistributionChargeDK.[Maximum Distribution Charge $ Limit],
Joint_Beneficiary.[Beneficiary #1 - First Name],
Joint_Beneficiary.[Beneficiary #1 - Last Name],
Joint_Beneficiary.[Beneficiary#1 Percentage], Joint_Insured_1.[Insured
Prefix], Joint_Insured_1.[Insured - First Name], Joint_Insured_1.[Insured -
Last Name], Joint_Insured_2.[Insured Prefix], Joint_Insured_2.[Insured -
First Name], Joint_Insured_2.[Insured - Last Name], Joint_Owner.[Policy
Owner - Prefix], Joint_Owner.[Policy Owner - First Name],
Joint_Owner.[Policy Owner - Last Name], Joint_Owner.[Policy Owner Code],
Joint_Owner.[Policy Owner Address - Line 1], Joint_Owner.[Policy Owner
Address - Line 2], Joint_Owner.[Policy Owner Address - Line 3],
Joint_Owner.[Policy Owner Address - Line 4], Joint_Owner.[Policy Owner
Address - Line 5 - City], Joint_Owner.[Policy Owner Address - Line 5 -
State], Joint_Owner.[Policy Owner Address - Line 5 - Zip Code],
Joint_Owner.[Policy Owner Tax ID #], Joint_Owner.[Trustee #1 - Prefix],
Joint_Owner.[Trustee #1 - First Name], Joint_Owner.[Trustee #1 - Last Name],
Joint_Owner.[Trustee #2 - Prefix], Joint_Owner.[Trustee #2 - First Name],
Joint_Owner.[Trustee #2 - Last Name], Joint_Owner.[Trustee #3 - Prefix],
Joint_Owner.[Trustee #3 - First Name], Joint_Owner.[Trustee #3 - Last Name],
Joint_Owner.[Trustee #4- Prefix], Joint_Owner.[Trustee #4 - First Name],
Joint_Owner.[Trustee #4 - Last Name], Joint_Policy.[Policy Date],
Joint_Policy.[Face Amount], Joint_Policy.[Product IDCode],
Joint_Policy.[Definition of Life Insurance Test], Joint_Policy.[Death
Benefit Option], Joint_Policy.[Jurisdiction State (Premium Tax State)],
Joint_Policy.[Insured underwriting class 1], Joint_Policy.[Insured
substandard rating 1], Joint_Policy.[Insured smoker/non smoker indicator 1],
Joint_Policy.[Insured flat extra table 1], Joint_Policy.[Insured
underwriting class 2], Joint_Policy.[Insured substandard rating 2],
Joint_Policy.[Insured smoker/non smoker indicator 2], Joint_Policy.[Insured
flat extra table 2], Joint_Policy.[Policy Company ID Code],
Joint_Policy.[Policy Status], Joint_Policy.[Underwriting Fee Table ID Code],
Joint_Producers.[Producer ID Code]
FROM Joint_Insured_2, ((((Joint_Policy INNER JOIN Joint_Producers ON
Joint_Policy.[Policy Number] = Joint_Producers.[Policy Number]) INNER JOIN
Joint_Owner ON Joint_Policy.[Policy Number] = Joint_Owner.[Policy Number])
INNER JOIN Joint_Insured_1 ON Joint_Policy.[Policy Number] =
Joint_Insured_1.[Policy Number]) INNER JOIN Joint_Beneficiary ON
Joint_Policy.[Policy Number] = Joint_Beneficiary.[Policy Number]) INNER JOIN
(Joint_Commissions INNER JOIN DistributionChargeDK ON
Joint_Commissions.[Premium Commission Table ID#] = DistributionChargeDK.[ID
Number]) ON Joint_Policy.[Policy Number] = Joint_Commissions.[Policy Number]
ORDER BY Joint_Policy.[Policy Number];
Annuity Table
SELECT Annuity_Policy.[Policy Number], Annuity_Annuitant.[Annuitant Prefix],
Annuity_Annuitant.[Annuitant - First Name], Annuity_Annuitant.[Annuitant -
Last Name], Annuity_Beneficiary.[Beneficiary #1 - First Name],
Annuity_Beneficiary.[Beneficiary #1 - Last Name], Annuity_Owners.[Policy
Owner - First Name], Annuity_Owners.[Policy Owner - Last Name],
Annuity_Owners.[Policy Owner Address - Line 1], Annuity_Owners.[Policy Owner
Address - Line 2], Annuity_Owners.[Policy Owner Address - Line 3],
Annuity_Owners.[Policy Owner Address - Line 4], Annuity_Owners.[Policy Owner
Address - Line 5 - City], Annuity_Owners.[Policy Owner Address - Line 5 -
State], Annuity_Owners.[Policy Owner Address - Line 5 - Zip Code],
Annuity_Owners.[Policy Owner Tax ID #], Annuity_Owners.[Trustee #1 -
Prefix], Annuity_Owners.[Trustee #1 - First Name], Annuity_Owners.[Trustee
#1 - Last Name], Annuity_Owners.[Trustee #2 - Prefix],
Annuity_Owners.[Trustee #2 - First Name], Annuity_Owners.[Trustee #2 - Last
Name], Annuity_Owners.[Trustee #3 - Prefix], Annuity_Owners.[Trustee #3 -
First Name], Annuity_Owners.[Trustee #3 - Last Name],
Annuity_Owners.[Trustee #4- Prefix], Annuity_Owners.[Trustee #4 - First
Name], Annuity_Owners.[Trustee #4 - Last Name]
FROM (((((Annuity_Policy INNER JOIN Annuity_Allocations ON
Annuity_Policy.[Policy Number] = Annuity_Allocations.[Policy Number]) INNER
JOIN Annuity_Beneficiary ON Annuity_Policy.[Policy Number] =
Annuity_Beneficiary.[Policy Number]) INNER JOIN Annuity_Commissions ON
Annuity_Policy.[Policy Number] = Annuity_Commissions.[Policy Number]) INNER
JOIN Annuity_Owners ON Annuity_Policy.[Policy Number] =
Annuity_Owners.[Policy Number]) INNER JOIN Annuity_Producers ON
Annuity_Policy.[Policy Number] = Annuity_Producers.[Policy Number]) INNER
JOIN Annuity_Annuitant ON Annuity_Policy.[Policy Number] =
Annuity_Annuitant.[Policy Number]
ORDER BY Annuity_Policy.[Policy Number];