Building a Query in Standard & Poor's ExecuComp Access

Database
Queries within Microsoft Access are user-defined filters of the raw data in the ExecuComp tables. You may
build a query to pull specific Executive Compensation information that is stored in the tables. Follow the steps
below to build a query in Microsoft Access.

From the Microsoft Access desktop,

1. Open the saved Executive Compensation database. You will see a list of the 14 ExecComp tables under
the Home tab.

2. Select the Create tab and the Query Design icon.

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 3. The Show Table dialog box displays.
The Tables tab lists the fourteen tables of data.

• The AnnComp table provides the needed information for most executive-compensation
queries.
• Colev provides additional company-descriptive data.
• Person provides person detail.
• Coperol provides data about a person working at a company.
• Codirfin provides selected company-financial data
• DirectorData provides information about director compensation
• The other tables provide additional detail about executive compensation.
4. Select the desired table(s) using the Ctrl key and click Add. When finished, click Close.
5. In each of the tables, double-click the desired item(s). The definition for each ExecuComp data item is
available through the ExecuComp documentation. Brief descriptions of each item are in the DataItems
table.

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 6. Add items and define filtering criteria in the query window.

7. Click the button under the Design tab to run the query.
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Advanced Query Tip: Not all executives receive option grants, have pension plans etc. If you wish to
query such detail tables and display data for both executives that have detail data and those who do
not, then do the following, using the Pension table as an example.
a. Create a new query and select the AnnComp and Pension tables as described above.
b. Access will automatically join the tables for you. However, the default join method is to only display
records where there is data both in the AnnComp and Pension tables.

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 c. To display all records in AnnComp regardless of whether the executive has Pension data, double
click on one of the join lines between the tables. Choose Option 2 to include all records from
AnnComp.

You will now get all of the data from AnnComp.

Important Note! You should only use one of the detail-level tables (DeferredComp, Ltawdtab,
OutstandingAwards, Pension, PlanBasedAwards, and Stgrttab) in a single query. Otherwise your
query will return unpredictable results.

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Microsoft Access allows you to export the data to another application such as Microsoft Excel.
8. Save your query by clicking the disk icon at the top left side of your display.

9. Name the file and click OK.

10. Select the External Data tab and click the Excel icon (between the Saved Exports and Share Point
List) icons to export your data.

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 10. The Export – Excel Spreadsheet dialog box appears. Specify your File name and File format and
click OK.

11. Open the file in Excel.

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