Excel_Introductory_Capstone1_Year_End_Report

In this project, you will work with multiple worksheets and enter formulas and functions to calculate totals, averages, maximum values, and minimum values. Additionally, you will create a summary sheet, format cells, insert charts, insert sparklines, and create a table in a workbook.

1

Open the Excel file Student_Excel_Intro_Cap1_Year_End_Report.xlsx   downloaded with this project.

2

On the Net Sales worksheet,   calculate totals in the ranges F4:F8 and B9:F9. Apply the Total cell style to   the range B9:F9.

3

Using absolute cell references   as necessary, in cell G4, construct a formula to calculate the percent that   the Colorado Total is of Total Sales, and then apply Percent Style with zero   decimals. Fill the formula down through the range G5:G8.

4

In the range H4:H8, insert Line   sparklines to represent the trend of each state across the four quarters. Do   not include the totals. Display Markers.

5

Select the range A3:E8, and then   use the Recommended Charts command to suggest an appropriate chart. Click the   first Clustered Column chart that uses the state names as the category axis.   Align the upper left corner of the chart inside the upper left corner of cell   A11, and then size the chart so that its lower right corner is slightly   inside cell H24. Apply chart Style 7. As the chart title, type Quarterly Net   Sales by State.

6

To show the percent that each   state contributes to the total sales, select the nonadjacent ranges that   represent the state names and state totals. Insert a 3-D Pie chart, and then   move the chart to a New sheet. Name the sheet Net Sales by State.

7

Change the Chart Title to   and then   change the chart title Font Size to 36. Remove the Legend from the chart, and   then add Data Labels that display only the Category Name and Percentage   positioned in the Center. Change the data labels Font Size to 14 and apply   Bold and Italic. Change the Font color to White, Background 1.

8

Select the entire pie and   display the Format Data Series pane. From the 3-D Format gallery, modify the   3-D options by changing the Top bevel and Bottom bevel to first bevel in the   first row. Set all of the Width and Height boxes to 512 and then change the   Material to the third Standard type—Plastic.

9

Insert a Custom Footer with the   File name in the left section and then save your workbook.

10

On the Seattle Inventory   worksheet, in cell B5, enter a function that will display the average retail   price. In cell B6, enter a function that will display the median retail   price. In cell B7, enter a function that will calculate the lowest retail   price. In cell B8, enter a function that will calculate the highest retail   price. Format the range B5:B8 with Accounting Number Format.

11

In cell B10, insert a COUNTIF   function that counts the number of Skiing items in the Sport column.

12

On the Seattle Inventory   worksheet, in cell G14, enter an IF function to determine the items to be   ordered. If the Quantity in Stock is less than 50, then the cell should display Order. If not, then the cell should   display OK.   Copy the function down through cell G19.

13

Format the range A13:G19 as a   table with headers. Filter the table on the Sport column to display only the   Skiing types. Display a Total Row in the table, and then sum the Quantity in   Stock for Skiing items. Type the result in cell B11. Remove the total row   from the table and then clear the Sport filter.

14

Add Gradient Fill Blue Data Bars   to the range A14:A19. Add conditional formatting to the range G14:G19 so that   the cells with text that contain the word Order are formatted with Bold and Italic. Sort the table   by Item # from Smallest to Largest.

15

Display the Inventory Summary   sheet. In cell B4, enter a formula that references cell B4 in the Seattle   Inventory sheet so that the Seattle Total Items in Stock displays in cell B4.   In cell B5, enter a formula that references cell B5 in the Seattle Inventory   sheet so that the Seattle Average Price displays in cell B5. In cells B6, B7,   and B8, enter similar formulas to reference the Median Price, Lowest Price,   and Highest price in the Seattle Inventory sheet.

16

In cell C4, enter a formula that   references cell B4 in the Denver Inventory sheet so that the Denver Total   Items in Stock displays in cell C4. In cells C5, C6, C7, and C8, enter   similar formulas to reference the Average Price, Median Price, Lowest Price,   and Highest price in the Denver Inventory sheet. Apply Accounting Number   format to the range B5:C8.
 

17

On the Annual Expenses sheet,   construct formulas to calculate Totals by Quarter in the range B10:E10 and   the Annual Totals in the range F5:F10. Apply the Total cell style to the   Totals by Quarter (B10:F10), and then center the column headings (B4:G4) and   apply the Heading 4 cell style.

18

Using absolute cell references   as necessary, in cell G5, construct a formula to calculate the % of Total by   dividing the Sales Expense Annual Total by the Annual Totals by Quarter. Fill   the formula down through the range G6:G9.

19

Using the data in the   nonadjacent ranges B4:E4 and B10:E10, insert a Line with Markers chart.   Position the upper left corner of the chart slightly inside the upper left   corner of cell A12. Change the height of the chart to 1.75 inches and the width of the   chart to 8   inches.
 

  Note, Mac users, change the height of the chart to 1.5 inches.

20

Apply chart Style 7. Change the   chart title to Direct Expenses. Edit the Vertical (Value) Axis so that the   Minimum is 8000000 and the Major unit is 1000000.

21

Use Format Painter to copy the   formatting from cell A2 to A20. In cell B23, enter a formula that references   the value in cell F10.

22

Using absolute cell references   as necessary, in cell C23, construct a formula to calculate the projected   expenses for 2020 after the Forecasted increase in cell B21 is applied. Fill   the formula through cell F23.

23

Display the Sales Reps sheet. By   using Flash Fill and deleting columns as necessary, place the last names in   column A and the first names in column B. Widen both columns to 100 pixels,   and then merge and center the title Sales Reps across the two columns. Apply   the Heading 1 cell style to the title.
 

24

With any sheet except the chart   sheet active, group the worksheets. Change the Orientation to Landscape,   center the worksheets Horizontally, and insert a footer in the left section   with the file name. (Mac users, click the Net Sales sheet, hold down SHIFT,   and then click the Sales Reps sheet. Then apply the Page Layout options.)

25

Save and close the file and   submit for grading.