Exp19_Excel_App_Cap_Comp_Tech_Store_Instructions.docx

Grader – Instructions Excel 2019 Project

Exp19_Excel_App_Cap_Comp_Tech_Store

Project Description:

After graduating from college, you and three of your peers founded the software company TechStore Unlimited (TSU). TSU provides an online market place that fosters business to business (B2B), business to consumer (B2C), and consumer to consumer sales (C2C). As one of the company’s principal owners, you have decided to compile a report that details all aspects of the business, including: employee payroll, facility management, sales data, and product inventory. To complete the task you will duplicate existing formatting, import data from an Access database, utilize various conditional logic functions, complete an amortization table, visualize data with PivotTables and Power Maps, connect and transform several external data sources, and lastly you will inspect the workbook for issues.

Steps to Perform:

Step

Instructions

Points Possible

1

Start Excel. Open Exp19_Excel_AppCapstone_Comp.xlsx. Grader has automatically added your last name to the beginning of the filename.

0

2

Fill the range A1:E1 from the Employee_Info worksheet across all worksheets, maintaining the formatting.

2

3

Make the New_Construction worksheet active and create Range Names based on the data in the range A6:B9.

2

4

Ungroup the worksheets and ensure the Employee_Info worksheet is active. Click cell G6 and enter a nested logical function that calculates employee 401K eligibility. If the employee is full time (FT) and was hired before the 401k cutoff date 1/1/19, then he or she is eligible and Y should be displayed, non-eligible employees should be indicated with a N. Be sure to utilize the date located in cell H3 as a reference in the formula. Use the fill handle to copy the function down completing the range G6:G25.

3

5

Apply conditional formatting to the range G6:G25 that highlights eligible employees with Green Fill with Dark Green text. Eligible employees are denoted with a Y in column G.

2

6

Create a Data Validation list in cell J7 based on the employee IDs located in the range A6:A25. Add the Input Message Select Employee ID and use the Stop Style Error Alert.

2

7

Enter a nested INDEX and MATCH function in cell K7 that examines the range B6:H25 and returns the corresponding employee information based on the match values in cell J7 and cell K6. Note K6 contains a validation list that can be used to select various lookup categories. Use the Data Validation list in cell J7 to select Employee_ID 31461 and select Salary in cell K6 to test the function.

2

8

Enter a conditional statistical function in cell K14 that calculates the total number of PT employees. Use the range E6:E25 to complete the function.

2

9

Enter a conditional statistical function in cell K15 that calculates the total value of PT employee salaries. Use the range E6:E25 to complete the function.

2

10

Enter a conditional statistical function in cell K16 that calculates the average value of PT employee salaries. Use the range E6:E25 to complete the function.

2

11

Enter a conditional statistical function in cell K17 that calculates the highest PT employee salary. Use the range E6:E25 to complete the function.

1.6

12

Apply Currency Number Format to the range K15:K17.

2

13

Click cell K11 and type FT. Click cell A28 and type Full Time Employees.

2

14

Use the Format Painter to apply the formatting from the cell A3 to the range A28:B28.

2

15

Use Advanced Filtering to restrict the data to only display FT employees based on the criteria in the range K10:K11. Place the results in cell A29.

3

16

Enter a database function in cell K18 to determine the total number of FT employees. To complete the function use the range A5:H25 as the database argument, cell E5 for the field, and the range K10:K11 for the criteria.

2

17

Enter a database function in cell K19 to determine the total value of FT employee salaries. To complete the function use the range A5:H25 as the database argument, cell H5 for the field, and the range K10:K11 for the criteria.

2

18

Enter a database function in cell K20 to determine the average FT employee salary. To complete the function use the range A5:H25 as the database argument, cell H5 for the field, and the range K10:K11 for the criteria.

3

19

Enter a database function in cell K21 to determine the highest FT salary. To complete the function use the range A5:H25 as the database argument, cell H5 for the field, and the range K10:K11 for the criteria.

3

20

Format the range K19:K21 with Currency Number Format.

2

21

Ensure that the New_Construction worksheet is active. Use Goal Seek to reduce the monthly payment in cell B6 to the optimal value of $8000. Complete this task by changing the Loan amount in cell E6.

3

22

Create the following three scenarios using Scenario Manager. The scenarios should change the cells B7, B8, and E6.

Good
B7 = .0312
B8 = 5

Most Likely
B7 = .0575
B8 = 5

Bad
B7 = .0625
B8 = 3

Create a Scenario Summary Report based on the value in cell B6. Format the new report appropriately and re the worksheets so the Scenario Summary worksheet appears as the last worksheet in the workbook.

7.4

23

Ensure that the New_Construction worksheet is active. Enter a reference in cell B12 to the beginning loan balance and enter a reference in cell C12 to the payment amount.

4

24

Use the IPMT function in cell D12 to calculate the interest paid for the first payment of the loan. Use the information in the loan details section (E6:E9) of the worksheet to locate the required inputs for the function. Be sure to use the appropriate absolute, relative, or mixed cell references. All results should be formatted as positive numbers.

4

25

Enter a formula in cell E12 based on the payment and loan details that calculates the amount of principal paid on the first payment. The principal is the payment – interest. Be sure to use the appropriate absolute, relative, or mixed cell references.

4

26

Enter a formula in cell F12 to calculate the remaining balance after the current payment. The remaining balance is calculated by subtracting the principal payment from the balance in column B.

4

27

Use the CUMIPMT function in cell G12 to calculate the cumulative interest paid on the first payment. Use the loan details information (E6:E9) as needed for inputs. Be sure to use the appropriate absolute, relative, or mixed cell references. All results should be formatted as positive values.

4

28

Enter a function in cell H12 based on the payment and loan details that calculates the amount of cumulative principal paid on the first payment. Be sure to use the appropriate absolute, relative, or mixed cell references. All results should be formatted as positive numbers.

4

29

Enter a reference to the remaining balance of payment 1 in cell B13. Use the fill handle to copy the functions created in the prior steps down to complete the amortization table. Expand the width of columns D:H as needed.

4

30

Use PowerQuery to connect and open the Orders table in the eApp_Cap_Orders.accdb database. Use the Query editor to format column A with Date number format and load the table. Rename the worksheet Orders.

4

31

Adapt the previous step to connect and load the Warehouse table.

2

32

Connect to, but don’t load the Inventory table from the eApp_Cap_Orders.accdb database.

0

33

Create the following relationships.

Relationship 1
Table Name
Inventory

Column (Foreign)
Warehouse

Table
Warehouse

Column (Primary)
Warehouse

Relationship 2

Table
Orders

Column (Foreign)
Item_Number

Table
Inventory

Column (Primary)
Item_Number

3

34

Use PowerPivot to create a blank PivotTable on a new worksheet. Add the following fields to the PivotTable.

Rows
Warehouse: Location
Warehouse: Warehouse
Inventory: Item_Number

Values
Inventory: Current_Inventory
Inventory: Total_Value

4

35

Insert a Slicer based on Warehouse. Place the upper left corner of the Slicer inside the b s of cell F3.

2

36

Create a 3D PowerMap that displays the location of all warehouses based on the City geographic type. Rename the worksheet Inventory.

1

37

Make the Orders worksheet active. Use the Data Analysis ToolPak to output Summary statistics starting in cell G3. The statistics should be based on the quantity of s located in the range E1:E50. Be sure to include column headings in the output.

0

38

Record a macro using the Macro Rec named Sort. When activated, the macro should sort the Orders table in ascending by date. Open the newly created module in the Visual Basic Editor and copy the code in Module1. Paste the code starting in cell A1 on the Code worksheet.

1

39

On the Orders worksheet, insert a Form Control button labeled Sort in the range G21:I24 and assign the Sort macro.

2

40

Use the Accessibility Checker to inspect for issues. Once located, make the following changes to alleviate the issues.

Warehouse worksheet
Change Table Style to none.

Orders worksheet
Change Table Style to none.

Employee_Info worksheet
Change Font Color to Black, Text 1

New_Construction worksheet
Change Font Color to Black, Text 1

Save the file Exp19_Excel_AppCapstone_Comp.xlsx. Exit Excel. Submit the file as directed.

1

Total Points

100

Created On: 12/09/2019 1 Exp19_Excel_App_Cap_Comp – Tech Store 1.3