GETTING STARTED

  • Open the file NP_EX19_5a_FirstLastName_1.xlsx, available for download from the SAM website.
  • Save the file as NP_EX19_5a_FirstLastName_2.xlsx by changing the “1” to a “2”.
    • If you do not see the .xlsx file extension in the Save As dialog box, do not type it. The program will add the file extension for you automatically.
  • To complete this SAM Project, you will also need to download and save the following data files from the SAM website onto your computer:
    • Support_EX19_5a_2020_Sales.xlsx
    • Support_EX19_5a_Locations.docx
  • With the file NP_EX19_5a_FirstLastName_2.xlsx still open, ensure that your first and last name is displayed in cell B6 of the Documentation sheet.
    • If cell B6 does not display your name, delete the file and download a new copy from the SAM website.
  • PROJECT STEPS
  • Edra Kinsman is the sales manager for Narbonne Suites hotel chain, which has locations in Washington, Oregon, Idaho, and Montana. Edra is using multiple worksheets to summarize sales data by state.
    Break the external link in the worksheet, so that the formulas in the range B4:B7 of the Manager Information worksheet are replaced with static values. Then switch to the Manager Information worksheet.
  • In cell C5, remove the hyperlink, leaving the unlinked text “Bozeman, MT” in the cell.
  • In cell D7, create a hyperlink to an email address as follows:
    • Use Email the statewide manager for Washington as the ScreenTip text.
  • In cell B9, create a hyperlink to the Narbonne Suites Locations listing as follows:
    • Link to the file Support_EX19_5a_Locations.docx.
    • Use Narbonne Suites locations as the text to display.
    • Use View the current list of Narbonne Suites Locations as the ScreenTip text.
  • Edit the hyperlink in cell B10 as follows:
    • Use Narbonne Suites website as the display text.
    • Use View the public-facing website for Narbonne Suites as the ScreenTip text.
  • Edra wants to apply consistent formatting to the worksheets submitted by each of the statewide managers. Group the Idaho, Montana, and Oregon worksheets together and then make the following formatting updates:
    • Change the font size in the merged range A1:F1 to 18 point.
    • Apply the 20% – Accent 6 cell style to the merged range A2:F2.
    • Bold the values in the range A6:A10.
    • Apply the Accounting number format with zero decimal places and $ as the symbol to the range B6:F10.
    • Resize the column width of column B-F to 12. Do not ungroup the worksheets.
  • With the Idaho, Montana, and Oregon worksheets still grouped, update the worksheet as follows:
    • In cell A6, change the text “In Person” to read:
      Walkup
    • In cell A9, change the text “Other” to read:
      Other referrals
      Do not ungroup the worksheets.
  • With the Idaho, Montana, and Oregon worksheets still grouped, create a formula as follows:
    • Enter a formula in cell B10 using the SUM function that totals the sales for Q1.
    • Copy the formula to the range C10:E10.
      Ungroup the worksheets and then check to confirm that the formatting and formulas from Steps 6-8 are present in all three worksheets.
  • Edra wants to create a copy of the formatted Oregon worksheet to use for the Washington section of the chain’s sales data. Create a copy of the Oregon worksheet between the Oregon worksheet and the Consolidated Sales worksheet, and then update the worksheet as follows:
    • Change the worksheet name to Washington for the copied worksheet.
    • Edit the text to read Washington in the merged range A2:F2.
    • Clear the contents of the range B6:E9.
  • Edra wants to consolidate the data from each of the regions. Switch to the Consolidated Sales worksheet, then update the worksheet as follows:
    • In cell A6, enter a formula without using a function that references cell A6 in the Washington worksheet.
    • Copy the formula from cell A6 to the range A7:A9 without copying the formatting.
    • In cell B6, enter a formula using the SUM function, 3-D references, and grouped worksheets that totals the values from cell B6 in the Idaho:Washington worksheets.
    • Copy the formula from cell B6 to the range B7:B9 without copying the formatting.
    • Then copy the formulas and the formatting from the range B6:B9 to the range C6:E9.
  • Edra started to create named ranges in the worksheet and has asked you to complete the work. Create a defined name for the range B6:E6 using Walkup as the range name.
  • Create names from the range A7:E9 using the values shown in the left column.
  • Apply the defined names Q1_Sales, Q2_Sales, Q3_Sales, and Q4_Sales to the formulas in the range B10:E10 in the Consolidated Sales worksheet.
  • Change the defined name to Totals_2021 for the range F6:F9. [Mac Hint: Delete the existing defined name “Totals” and add the new defined name.]

  • Edra wants to compare 2021 sales totals to the sales totals for 2020 and needs to add the 2020 data to the Consolidated Sales worksheet. Open the file Support_EX19_5a_2020_Sales.xlsx. Switch back to the NP_EX19_5a_FirstLastName_2.xlsx workbook and go to the Consolidated Sales worksheet. Create external references as follows:
    • Link cell G6 in the Consolidated Sales worksheet to cell F6 in the Consolidated Sales 2020 worksheet in the Support_EX19_5a_2020_Sales.xlsx workbook.
    • Link cell G7 in the Consolidated Sales worksheet to cell F7 in the Consolidated Sales 2020 worksheet in the Support_EX19_5a_2020_Sales.xlsx workbook.
    • Link cell G8 in the Consolidated Sales worksheet to cell F8 in the Consolidated Sales 2020 worksheet in the Support_EX19_5a_2020_Sales.xlsx workbook.
    • Link cell G9 in the Consolidated Sales worksheet to cell F9 in the Consolidated Sales 2020 worksheet in the Support_EX19_5a_2020_Sales.xlsx workbook.
    • Do not break the links. Close the Support_EX19_5a_2020_Sales.xlsx workbook.
  • In cell G10, enter a formula to total the values in the defined range Totals_2020, using the SUM function and the defined range name.

Your workbook should look like the Final Figures on the following pages. Save your changes, close the workbook, and then exit Excel. Follow the directions on the SAM website to submit your completed project.

 
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      GETTING STARTED

  • Open the file NP_EX19_4a_FirstLastName_1.xlsx, available for download from the SAM website.
  • Save the file as NP_EX19_4a_FirstLastName_2.xlsx by changing the “1” to a “2”.
    • If you do not see the .xlsx file extension in the Save As dialog box, do not type it. The program will add the file extension for you automatically.
  • With the file NP_EX19_4a_FirstLastName_2.xlsx still open, ensure that your first and last name is displayed in cell B6 of the Documentation sheet.
    • If cell B6 does not display your name, delete the file and download a new copy from the SAM website.
  • PROJECT STEPS
  • Gudrun Duplessis is a manager in the Alanis Parks Department. Gudrun is compiling spending data in preparation for a city bond offering for park funding. She wants to use Excel to create charts to illustrate some of her data and to apply a function to calculate the potential monthly and yearly costs to the city of different bond scenarios.

    Switch to the Spending worksheet. In the range E5:E10, add Conditional Formatting to show Solid Blue Data Bars.
  • In the range F5:F10, add Line sparklines based on the data in the range B5:E10.
  • Apply the Blue, Accent 1, Darker 25% (5th column, 5th row in the Theme Colors palette) sparkline color to the range F5:F10.
  • Gudrun has created a pie chart representing the percentage of the parks’ budget that went to each park in 2018. Modify the chart in the range G2:O20 as follows:
    • Enter 2018 Park Spending as Percentage of Total as the chart title.
    • Change the data labels to include the Category as well as the Percentage, and position the labels in the Outside End location.
    • Remove the Legend from the chart.
  • Gudrun would like a pie chart representing the percentage of the parks’ budget that would go to each park in 2021.
    • Create a 2-D Pie chart based on the data in the range E5:E9 and using the category labels in the range A5:A9.
    • Resize and reposition the chart so that the upper-left corner is located within cell G21 and the lower-right corner is located within cell O39, and then left-align the chart with the pie chart above it in the range G2:O20.
  • Customize the chart in the range G21:O39 as follows:
    • Enter 2021 Park Spending as Percentage of Total as the chart title.
    • Apply Style 3 to the chart.
  • Gudrun wants a stacked bar chart showing spending per park for each year.
    • Create a Stacked Bar chart based on the data in the range A4:E9.
    • Resize and reposition the chart so that the upper-left corner is located within cell A11 and the lower-right corner is located within cell F39.
  • Customize the chart in the range A11:F39 as follows:
    • Enter Spending per Park 2018-2021 as the chart title.
    • Change the Maximum value to $1,600,000 on the horizontal axis.
    • Apply a shape fill of White, Background 1, Darker 5% (1st column, 2nd row in the Theme Colors palette) to the chart area.
  • Update the Park Spending 2018-2021 combo chart in the range A40:G56 as follows:
    • Move the chart to the Projection worksheet.
    • Resize and reposition the chart so that the upper-left corner is located within cell A4 and the lower-right corner is located within cell K22.
  • For the Park Spending 2018-2021 combo chart, update the chart area as follows:
    • Apply the Monochromatic Palette 4 color scheme to the chart.
    • Add a secondary axis for the Total series. [Mac Hint: Select the Total series and use the format pane to add the axis.]
    • Add Axis Titles to the chart, and then enter Spending per park as the left vertical axis title, and then enter Total spending as the right vertical axis title. Finally, delete the horizontal axis title placeholder.
  • Gudrun wants to compare future payments for three different scenarios for a park’s bond offering. Switch to the Bond Offering worksheet. She has already entered formulas in the range B9:D10 to calculate the quarterly and annual payments for each option.

    In the range E9:E10, add Column sparklines using the data in the range B9:D10. Ungroup the sparklines, and then set the vertical axis maximum value to -15000 for cell E9 and to -60000 for cell E10.
  • Gudrun wants a clustered column chart comparing the costs of the bond options.
    • Create a Clustered Column chart based on the values in the range A9:D10.
    • Resize and reposition the chart so that the upper-left corner is located within cell A11 and the lower-right corner is located within cell D28.
  • Customize the chart in the range A11:D28 as follows:
    • Enter Bond Offering Cost Comparison as the chart title.
    • Add a Data Table With Legend Keys to the chart.
    • Apply a 2 point border to the chart area, and then change the border color to Gold, Accent 4 (8th column, 1st row in the Theme Colors palette).

Your workbook should look like the Final Figures on the following pages. Save your changes, close the workbook, and then exit Excel. Follow the directions on the SAM website to submit your completed project.

 
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      GETTING STARTED

  • Open the file NP_EX19_3a_FirstLastName_1.xlsx, available for download from the SAM website.
  • Save the file as NP_EX19_3a_FirstLastName_2.xlsx by changing the “1” to a “2”.
    • If you do not see the .xlsx file extension in the Save As dialog box, do not type it. The program will add the file extension for you automatically.
  • With the file NP_EX19_3a_FirstLastName_2.xlsx still open, ensure that your first and last name is displayed in cell B6 of the Documentation sheet.
    • If cell B6 does not display your name, delete the file and download a new copy from the SAM website.
  • PROJECT STEPS
  • Danilo Lewellen is an entrepreneur planning to manufacture and market an innovative handheld controller for virtual reality gaming. Danilo is building a business plan as he recruits investors and plans logistics for the launch of his new company, Scrub Jay Peripherals, and wants to use Excel to summarize data and create projections.

    Switch to the Sales Projections worksheet. Use the values in the range B6:C6 to extend the incremented percentages to the range D6:H6.
  • Use the values in the range A7:A8 to extend the list of years to the range A9:A11.
  • Use AutoFill to fill the range A9:H11 with the formatting from the range A7:H8.
  • In cell B8, create a formula without using a function that multiplies the value in cell B7 by the value in cell B6 and then adds the value in B7. Update the cell reference to cell B6, from a relative reference to a mixed reference by making an absolute reference to row 6. Copy the formula from cell B8 to the range B9:B11 and then copy the formulas from the range B8:B11 to the range C8:H11.
  • Switch to the Cost Estimates worksheet. In cell A9, create a formula using the AVERAGE function that calculates the average of the values in the range A5:A7, then copy your formula to cell D9.
  • In cell A10, create a formula using the MAX function that identifies the maximum value in the range A5:A7 and then copy your formula to cell D10.
  • In cell A11, create a formula using the MIN function that identifies the minimum value in the range A5:A7 and then copy your formula to cell D11.
  • In cell B13, create a formula using the VLOOKUP function that looks up the value from cell A11 in the range A5:B7, returns the value in column 2, and specifies an exact match. Copy the formula to cell E13.
  • Switch to the Profit Projections worksheet. In cell H5, use the TODAY function to insert the current date.
  • In cell H7, create a formula that uses the NETWORKDAYS function to calculate the number of working days between the dates in cells H5 and H6.
  • Use the values in the range B12:C12 to extend the incremented percentages to the range D12:H12.
  • Use the values in the range A13:A14 to extend the list of years to the range A15:A17.
  • In cell B13, create a formula without a function using absolute references that subtracts the values of cells B5 and B7 from cell B6 and then multiplies the result by cell B8. Copy the formula from cell B13 to the range C13:H13.
  • In cell B14, create a formula without using a function that adds 1 to the value in cell B12 and then multiplies the result by the value in cell B13. Update the reference to cell B12, from a relative reference to a mixed reference by making an absolute reference to row 12. Copy the formula from cell B14 to the range B15:B17 and then copy the formulas from the range B14:B17 to the range C14:H17.
  • Delete row 19.

Your workbook should look like the Final Figures on the following pages. Save your changes, close the workbook, and then exit Excel. Follow the directions on the SAM website to submit your completed project.

(Note: The value in cell H7 of the Profit Projections worksheet may differ from that shown below.)

 
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 New Perspectives Excel 2019 | Module 2: SAM Project 1a

Bergamot Urgent Care Clinic

Formatting Workbook Text and Data

GETTING STARTED

  • Open the file NP_EX19_2a_FirstLastName_1.xlsx, available for download from the SAM website.
  • Save the file as NP_EX19_2a_FirstLastName_2.xlsx by changing the “1” to a “2”.
    • If you do not see the .xlsx file extension in the Save As dialog box, do not type it. The program will add the file extension for you automatically.
  • With the file NP_EX19_2a_FirstLastName_2.xlsx still open, ensure that your first and last name is displayed in cell B6 of the Documentation sheet.
    • If cell B6 does not display your name, delete the file and download a new copy from the SAM website.
  • PROJECT STEPS
  • Jennifer Williams is the business manager at the Bergamot Urgent Care Clinic. Jennifer is adding formatting to the workbook she uses to track statistics on patient visits to make it easier to read and use. Change the theme of the workbook to Office.
  • Switch to the Visits worksheet and then format the headings. Merge and Center the range A1:H1.
  • Apply the Heading 1 style to the range A1:H1.
  • Merge and Center the range A2:H2.
  • Next, Jennifer needs to format the report dates. Change the background color of the range A4:B5 to Gray, Accent 3, Lighter 80% (7th column, 2nd row of the Theme Colors palette).
  • Format the range A4:A5 as bold.
  • Format the range B4:B5 to use a date format with a two-digit month, a two-digit day, and a two-digit year (e.g., 09/26/21).
  • She also wants to format the table headings. Format the range A7:H8 as italic.
  • Apply horizontal centering to the contents of each cell in the range A7:H8.
  • Change the background color of the range A7:H7 to Orange, Accent 2, Lighter 60% (6th column, 3rd row of the Theme Colors palette).
  • Change the background color of the ranges B8:D8 and F8:H8 to Orange, Accent 2, Lighter 40% (6th column, 4th row of the Theme Colors palette).
  • Merge and Center the range A7:A8 and then center the contents of the merged cell vertically.
  • Merge and Center the range E7:E8 and then center the contents of the merged cell vertically.
  • Merge and Center the range B7:D7 and then Merge and Center the range F7:H7.
  • Jennifer would like to spruce up the table data. Change the background color of the range A10:H10 to White, Background 1, Darker 5% (1st column, 2nd row of the Theme Colors palette) and then repeat for the range A12:H12.
  • In the range F9:H12, apply the Percentage number format with zero decimal places.
  • Use the Highlight Cells Rules conditional formatting to format cells in the range G9:G12 with a value less than 6% using Light Red Fill with Dark Red Text.
  • For the merged range A17:A23, rotate the cell contents to 0 degrees and then change the indent to 2.
  • Find and replace all instances of the text “Ins” with Insurance, not including any punctuation. (Hint: You should find and replace two instances.)
  • Finally, she needs to format the workbook for printing. Insert a page break to start a new page at row 14.
  • Set the margins to Narrow.
  • Set rows 1 and 2 as print titles.
  • Create a custom footer for the worksheet. In the left footer section, display the current page number using a Header and Footer element. In the center footer section, display the Sheet Name using a Header and Footer element.

Your workbook should look like the Final Figures on the following pages. Save your changes, close the workbook, and then exit Excel. Follow the directions on the SAM website to submit your completed project.

      

 
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