Excel Capstone INSS 141

Office 2016 – Excel Capstone – Instructions Excel Project

Updated: 10/04/2016 1 Current_Instruction.docx

EXCEL Capstone - European Excursions Project Description:

You work for a travel company that specializes in arranging travel accommodations for student tours and vacations in exciting destinations such as Canada, Rome, and the Czech Republic. You created a workbook to store agent names, student IDs, and tour codes. The workbook also contains a work- sheet to store lookup tables. You will complete the workbook for your manager’s approval. You will insert formulas and a variety of functions, convert data to a table, sort and filter the table, and prepare a chart.

Instructions:

For the purpose of grading the project you are required to perform the following tasks:

Step Instructions Points

Possible

1 Start Excel. Open exploring_ecap_grader_h1_Trips.xlsx and save the workbook as

e00a1Trips_LastFirst. Make sure the Lookup Tables sheet is active. 4.0

2 Assign the range name rates to the base price and commission range. Assign the range name

tours to the data for the package, tour description, departure, and base cost. 5.0

3 Click cell D13 on the Data sheet and insert a VLOOKUP function that looks up the tour code,

compares it to the tours table, and returns the description. Copy the function down through

cell D22. 11.0

4 Click cell E13 and insert a lookup function that looks up the tour code, compares it to the

tours table, and returns the departure date. Copy the function down through cell E22. 5.0

5 Click cell F13 and insert a lookup function that looks up the tour code, compares it to the tours

table, and returns the base cost of the trip. Copy the function down through cell F22. 5.0

6 In cell G13, insert a formula that adds taxes and fees to the base cost of the trip (in cell F13)

by using the percentage value in the input area. Use a mixed reference to the cell containing

20% in the input area above the data. Copy the formula down through cell G22. 5.0

7

In cell H13, insert a PMT function to calculate the payments for students who want to pay for

their trips in three installments. Use the interest rate and months in the input area above the

data. Use appropriate relative, mixed, and/or absolute cell references in the formula. Make

sure the result is a positive value. Copy the function down through cell H22.

10.0

8

Click cell I13 and calculate the agent commission using the base cost of the trip and a

VLOOKUP function that returns the commission rate based on the base cost of the trip using

the rates lookup table. The function should then calculate the monetary value of the

commission. Copy the function down through cell I22.

5.0

9 Merge and center the main title on the first row over all data columns on the Data sheet.

Apply bold and 18 pt font size. Merge and center the subtitle on the second row over all data

columns. 5

Office 2016 – Excel Capstone – Instructions Excel Project

Updated: 10/04/2016 2 Current_Instruction.docx

10 Apply Currency number format to the monetary values in columns F, G, H, and I. Hide the

Tour Code column. 5.0

Step Instructions Points

Possible

11 Wrap text in the range F12:I12. Set the column widths for these columns to 11, if necessary.

Adjust the row height, if necessary. Freeze the panes so that the row of column labels does not

scroll offscreen. 10.0

12 Apply the Light Red Fill with Dark Red Text conditional formatting to values in the Total Cost

with Taxes column when the values are above average. 5.0

13 Insert a function to calculate the total for all trips (including taxes) in cell G5, the average trip

cost in cell G6, and the median trip cost in cell G7. 5.0

14 Insert a function to calculate the lowest trip cost in cell G8 and the highest trip cost in cell G9.

Click cell G10 and enter a function to display today's date. 15

15 Copy the Data sheet and place the copied sheet before the Summary sheet. Remove the

conditional formatting rule on the Data (2) sheet. 5.0

16 Convert the data range in the Data (2) sheet to a table. Apply the Table Style Medium 21 style

to the table. 10.0

17 Sort the table by departure date from oldest to newest and then alphabetically by trip

description. Apply a filter to display trips arranged by agents Avery and Ross only. 10.0

18 Display a total row. Select a function that calculates totals for all monetary columns. 15.0

19 Create Line sparklines in column H in the Summary sheet to display six-month trends for each

agent. Show the high point in each sparkline. Apply the SparkLine Style Accent 1, Darker 50%

style. If needed, apply the Blue, Accent 1 high point marker color. 10

Office 2016 – Excel Capstone – Instructions Excel Project

Updated: 10/04/2016 3 Current_Instruction.docx

20 Insert an IF function in column I that displays a $500 bonus if an agent’s average sales are

greater than the average of all sales for the six months. Use two nested AVERAGE functions in

the logical_test argument of the IF function to make the comparison. 10

21 Create a clustered column chart of the agents and their six-month sales, using the chart type

that displays the months on the category axis. Move the chart to a new chart sheet named

Sales Chart. 15

22 Apply the Layout 1 chart layout. Type January-June 2016 Sales by Agent for the chart

title. Apply the Style 14 chart style. 10

23 Create a footer with the sheet tab code in the center, and the file name code on the right side

of each sheet. 10.0

Step Instructions Points

Possible

24 Apply 0.2" left and right margins and scale to one page (height and width) for the Data and

Data (2) sheets. Select Landscape orientation for the Data (2) sheet. 5.0

25 Save the workbook. Ensure that the worksheets are named correctly and in the following

order: Lookup Tables, Data, Data (2), Sales Chart, and then Summary. Close the workbook

and exit Excel. Submit the workbook as directed. 5.0

Total Points 200.00