San Diego Mesa College Workbook Excel File

Part 1 – Create your file and Import your data

1. Start Excel creating a new Blank workbook using Excel 2016 or 2019
   • Save the file with the Name _Excel_Exam2
   • Files created in older versions of Excel may not earn full credit!
2. Enter the appropriate Excel header and footer elements in the locations below. The only part you should type is your name.
3. Left Click the link below to create your file.
   • A download link will appear after you click the link and your file has been created. By clicking Create My Data File the button below you agree to follow the guidelines for this assignment.  – Click once
4. Import the data file that you downloaded and add 2 rows
   • The file is a Comma Delimited file so be sure to select that option during the import.
   • Use the Load To option in the import wizard and load the data into cell A3.
   • Use the Convert to Range option, in Table Design tab, to convert the table to a range.
   • At this point your file should look something similar to this image with 417 rows of data and rows 1 & 2 are empty.
   • 
5. Add 3 document properties via the Document Properties panel.
   • Author:
   • Title:  2 Spring 2021
   • Comments: location where you completed the  i.e Home System, Work Computer
6. Save the file with the name _Excel_Exam2.xlsx

Part 2 – Layout, Format and Enter Formulas – Revenue Worksheet

Modify the worksheet to format and calculate the revenue with a discount.

Important – The formula for Sales Price (step 11) must use the correct cell reference type (refer to your Excel text page E2-93).

1. Worksheet data entry, the following cells should contain information as follows:
   • cell G2 contains the text Markup.
   • cell G3 contains the text Order Total.
   • cell H2 contains the value 15% formatted as percent with 0 decimal places.
   • cell H3 contains the text Sale Price.
2. Add the title your last name Revenue in cell A1. (e.g. Revenue).
3. Change the title font size in cell A1 to 18 points.
4. Calculate Order Total in column G for all 416 items. The Order Total is the Quantity times the Unit Price.
5. Calculate Sales Price in column H for all 416 items. The Sales Price is the Order Total times (1 + Markup) + Quantity times Shipping.
   • Self check 1- Changing the value in cell H2 should cause all sales prices to increase. If it doesn’t then you did not use the correct cell reference type in your formula for Sales Price.
   • Be sure to set cell H2 back to 15% after checking.
   • Self check 2 – If your Sales Price formula for the first row is correct then you should be able to copy it to all the remaining rows in the worksheet and obtain the correct results.
6. Merge and Center the title in cell A1 across only the data columns of the worksheet.
7. Add like breaks between words in all column titles with 2 words by using a line break. Do not use wrap lines.
8. Change all column widths to 20 to verify that the text still wraps correctly.
   • Set columns A, C, D, E, and F – width 10 (75 pixels)
   • Set columns B, G, and H – width 13 (96 pixels)
9. Bold all column headings in row 3.
10. Align all the column titles vertically at the top and horizontally centered.
11. Theme make sure you are using the standard Office theme and set the background color of cell A1 to Green, Accent 6 Darker 25% and the text color to White.
12. Change the background color of cells A3:H3 to Green, Accent 6 Lighter 60%.
    • View Formatted Example of rows 1 – 3 to this point
13. Rename the worksheet tab to Revenue.
14. Change the tab color to Green, Accent 6, Lighter 60%.
15. Freeze panes
    • Column A and Rows 1-3 should remain visible when you scroll either horizontally or vertically
16. Enter formulas at the bottom of the Order Total and Sales Price columns to calculate the total all items each of those columns and bold the results in those cells.
17. Enter the text Totals in column F next to the cell containing the formula you added in the previous step. Format the text as bold.
18. Add the range name Revenue_Total for the Sales Price total cell at the bottom of the Sales Price column. The scope of the range name should be the workbook and not restricted to a worksheet. Check the scope using the Name Manager.
19. Format as follows:
    • columns, Unit Price, Shipping – set as comma style
    • columns Order Total, Sales Price – set as comma style with 0 decimal places
    • column D – Short Date
    • cell H2 – Percent
20. Change the worksheet view to the Normal view (if needed).
21. Save the workbook before continuing.

Part 3 – What-If Analysis

Analysis Worksheet – In this part of the exam we need to find out how much the markup would need to be increased to produce a total increase in the sales price of the amount specified. The excel tool to accomplish this is the Goal Seek feature. In order for this to work we need to have the sales price dependent on the markup value which you created in Part 2.

If the sales price does not change with a change in the markup price then Goal Seek will not work.

Goal Seek is covered in Chapter 8 page 498.

1. Copy the Revenue worksheet to a new tab changing tab name to Analysis
2. Change the tab color to Orange, Accent 2, Lighter 60%
3. Change the text in cell A1 to Analysis
4. Change background fill color the cell A1 to Orange Accent 2, Darker 25%
5. Add the range name Analysis_Total for the Sales total revenue cell at the bottom of the column. The scope of the range name should be the workbook and not restricted to a worksheet.
6. Use Goal Seeking to adjust the Markup value in cell H2.
   • The Sales Price total value is $20,000 higher than the value in the Revenue worksheet.
   • You must use Goal Seek.
   • Widen the column enough to display the result at the bottom of the column.
7. Format the data area A3:H419 including the column headings but not the totals at the bottom of the columns as a Table using style Medium 3 (1st row in Medium list, column 3)
   • Select Yes if you receive the message “Your selection overlaps one or more data ranges. …”
8. Change the fill color for the column headings in row 3 to match row 1. – see example

Part 4 – Sorting and Filtering

Filtered Worksheet – In this part of the  you will be sorting on multiple columns, adding subtotals and then applying filters to the data. Most of this content was covered in chapter 4.

Caution – You must select the correction worksheet area before sorting. If you don’t then you will corrupt the data and end up with multiple subtotals in each category.

1. Copy the Revenue worksheet to a new tab and name it Filtered
2. Change the tab color to Blue, Accent 1, Lighter 60%
3. Change the text in cell A1 to Filtered
4. Change background fill color the cell A1 to Blue, Accent 1, Darker 25%
5. Delete the totals and adjacent text at the bottom of the data rows in the Filtered worksheet so only the sales remain.
6. Add a filters for the column headings in row 3 of the Filtered worksheet.
7. Using the Sort button on the ribbon, add a Custom Sort Sort the data by the Category Name in ascending order (A to Z)
8. Add a secondary sort on the Quantity in ascending order (Smallest to Largest)
9. Add Subtotals for Order Total and Sales Price with each change in Category Name and include Summary below the data
10. Change the filter to only show the Meat/Poultry Category and Meat/Poultry Total by selecting those values from the filter list see example
11. Add the range name Filtered_Total for the Grand Total in the Sales Price column. The scope of the range name should be the workbook and not restricted to a worksheet.

Part 5 – Create Totals Worksheet

Caution – You must select the correction worksheet area before sorting. If you don’t then you will corrupt the data and end up with multiple subtotals in each category.

1. Copy the Revenue worksheet to a new tab and name it Totals
2. Change the tab color to Gold, Accent 4, Lighter 60%
3. Change the text in cell A1 to Totals
4. Change background fill color the cell A1 to Gold, Accent 4, Darker 25%
5. Delete the totals and adjacent text at the bottom of the data rows in the Totals worksheet so only the sales remain.
6. Using the Sort button on the ribbon, add a Custom Sort Sort the data by the Category Name in ascending order (A to Z)
7. Add a secondary sort on the Order Total in descending order (Largest to Smallest)
8. Add Subtotals for each change in Category Name with a sum of the Order Total and Sales Price
   • Note: You cannot add subtotals if you format your worksheet as a table!
9. Collapse the outlines to Hide Detail so that only the subtotals are displayed see example
10. Add the range name Grand_Total for the Grand Total of the Sales Price cell. The scope of the range name should be the workbook and not restricted to a worksheet.

Part 6 – Create a 3D Pie Chart

1. Create a 3D Pie Chart of the category names Beverages to Seafood and their associated Sales Price subtotals from the Totals worksheet
2. Move the chart to a new worksheet
   • Name the new worksheet Pie Chart
3. Change the chart style to Style 8 (if you are not using office 2019 on a PC then choose the closest matching chart type)
4. Add Percentages and Category Name as the only data labels
   • set them to display on the outside edge of the chart
5. Change the chart title 2021 SALES BY CATEGORY – see example
6. Change the name of the chart worksheet tab to Pie Chart if needed

Part 7 – Adding Summary Worksheet

1. Add a New Worksheet and named Summary
2. Change the Summary worksheet tab color to Dark Red (in the Standard Colors)
3. Enter the title  4 Summary in cell A1 and copy the format from cell A1 in the Revenue worksheet.
4. Enter text in the cells as indicated belowABCD1 2 Summary23WorksheetsValueMarkup %Range4Revenue5Analysis6Filtered7Totals
5. Bold the text in cells A3:D3, Center the text in cell B3
6. Indent the content of cells A4:A7
7. Add the formulas listed below to reference the named cells as follows:
   • cell B4, formula = Revenue_Total
   • cell B5, formula = Analysis_Total
   • cell B6, formula = Filtered_Total
   • cell B7, formula = Grand_Total
8. Format the values in column B
   • using the comma style format with 0 decimal places
   • adjust the column width so the values are correctly displayed
9. Insert a 3D references
   • cell C4 to the Markup values from the Revenue worksheet
   • cell C5 to the Markup values from the Analysis worksheet
   • format the values as percent with 0 decimal places.
10. Paste the range names starting in cell D4 using the Paste List command (under Use In Formula).
11. Adjust the column width so all text in column D is completely displayed
12. Create a hyper link to each worksheet from the text in cells A4:A7
    • i.e. link the text in cell A4 (Revenue) to the Revenue worksheet and so on.
13. Arrange the worksheet tabs in the following order from left to right
    • Summary, Revenue, Analysis, Filtered, Totals, Pie Chart – see example
14. Select the Revenue worksheet.
15. Save the file and exit Excel
16. Upload the file _Excel_Exam2.xlsx
    • Files can only be accepted to the class Drop Box using the  2 link

How is this assignment graded?

• Follow instructions: naming worksheets, correct placement of discount percentage, headers, footers
• Correct use of formulas: using cell references, functions including Sum and absolute references
• Formatting worksheet: layout, margins, header/footer, style
• Proper use of goal seeking to correct value. Is the Total Revenue in the Discount worksheet exactly $20,000 greater than the Total Revenue in the Revenue worksheet?
• Create a chart as a worksheet from the sorted worksheet with subtotals.
• Data is filtered and correctly sorted

Upload the saved file as _Excel_Exam2.xlsx as the  2 assignment
Caution – Be sure to remove all circular references from your file.
If there is a circular reference you will receive a score of 0
Resubmit – This assignment CAN be resubmitted 1 time to improve your score.

Grading RubricPointsRequirements22Revenue worksheet header/footer, document properties, formatting, formulas, freeze panes10Analysis worksheet Goal Seek, format table15Filtered worksheet Sorting, Subtotals, Filter9Totals worksheet Sorting, Subtotals, Outline9Pie Chart Move Chart, Set Style, Title, Data Labels12Summary worksheet Formulas with range names, Hyper links, Paste names, formatting3Worksheet tab color and order correct80

Total possible for uploading

_Exam2.xlsx