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castro_Excel_Introductory_Capstone1_Year_End_Report.zip

Excel_Introductory_Capstone1_Year_End_Report_Instructions.docx

Grader - Instructions Excel 2019 Project

Excel_Introductory_Capstone1_Year_End_Report

Project Description:

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.

Steps to Perform:

Step

Instructions

Points Possible

1

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

0

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.

5

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.

7

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.

4

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

10

6

To show the percent that each state contributes to the total sales (in column F), 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

6

7

Change the Chart Title to Annual Net Sales by State 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.

5

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.

3

9

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

1

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.

5

11

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

5

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.

3

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.

5

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.

3

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.

5

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.

6

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.

5

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.

2

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.

5

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

4

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.

2

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.

4

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.

4

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.)

1

25

Save and close the file and submit for grading.

0

Total Points

100

Created On: 07/08/2021 1 GO19_XL_INTRO_GRADER_CAP1 - Year End Report 1.7

castro_Excel_Intro_Cap1_Year_End_Report.xlsx

Net Sales

Front Range Action Sports
Annual Net Sales
Quarter 1 Quarter 2 Quarter 3 Quarter 4 Total Percent of Total Sales Trend
Colorado $ 48,123,789 $ 42,468,256 $ 45,159,681 $ 49,452,695
New Mexico 25,783,516 21,985,365 19,987,269 22,252,487
Oregon 35,658,498 34,689,526 37,986,369 39,456,899
California 58,123,789 64,468,256 65,159,681 68,452,695
Washington 42,143,258 46,598,456 44,874,332 50,546,222
Total Sales

Seattle Inventory

Seattle Facility: Inventory Status of Apparel
As of December 31
Total Items in Stock 271
Average Price
Median Price
Lowest Price
Highest Price
Ski Products
Ski Quantity in Stock
Quantity in Stock Item # Item Name Retail Price Category Sport Stock Level
32 115689 Deluxe Biking Shorts 69.52 Pants Biking
78 114568 Vented Explorer 34.78 Hats Hiking
28 456897 Wicked Heavy Socks 9.35 Socks and Gloves Skiing
58 465899 Gripper Gloves 25.55 Socks and Gloves Skiing
57 465888 Airflow Hat 2.99 Hats Hiking
18 165332 Mini Crew Socks 6.45 Socks and Gloves Fitness

Denver Inventory

Denver Facility: Inventory Status of Apparel
As of December 31
Total Items in Stock 265
Average Price $ 9.68
Median Price $ 6.45
Lowest Price $ 2.99
Highest Price $ 18.98
Number of Biking Products 1
Biking Quantity in Stock 58
Quantity in Stock Item # Item Name Retail Price Category Sport Stock Level
58 965888 Cotton Visor 2.99 Hats Biking OK
35 658752 Bandana 4.99 Hats Hiking Order
18 765332 Mini Crew Socks 6.45 Socks and Gloves Fitness Order
58 729567 Striped Crew Socks 14.99 Socks and Gloves Fitness OK
96 796689 Sun Runner Cap 18.98 Hats Fitness OK

&F

Inventory Summary

Apparel Inventory Summary
As of December 31
Seattle Denver
Total Items in Stock
Average Price
Median Price
Lowest Price
Highest Price

Annual Expenses

Direct Expenses by Quarter
Summary
Quarter 1 Quarter 2 Quarter 3 Quarter 4 Annual Total % of Total
Sales Expense $ 4,458,578 $ 4,678,712 $ 4,887,953 $ 5,325,215
Administrative Expense 1,311,774 1,587,963 1,689,563 1,856,878
Rent Expense 1,317,470 1,317,470 1,317,470 1,317,470
Interest Expense 129,713 138,963 115,786 128,963
Advertising Expense 964,872 1,184,532 1,278,741 1,581,372
Totals by Quarter
Expenses 5-Year Forecast
Forecasted Increase 3.5%
Year 2019 2020 2021 2022 2023
Projected Expenses

Sales Reps

Alexander, Rebekah
Alvarez, Eliza
Bradley, Christine
Caputo, Stephanie
DiAntonio, Avelina
Furfy, Jana
Hernandez, Anna