Excel Business Unit 3 Assessment 2 - Kelly Computers

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YO19_Excel_BU03_Assessment2_Kelly_Computers_Instructions.docx

Grader - Instructions Excel 2019 Project

YO19_Excel_BU03_Assessment2_Kelly_Computers

Project Description:

As the new accounting assistant at Kelly’s Computer Services you have been asked to expand upon the content of an existing spreadsheet that tracks hardware sales over a three-month time period. The owner wants a monthly snapshot report as part of the spreadsheet, which will help track sales for future orders.

Steps to Perform:

Step

Instructions

Points Possible

1

Start Excel. Download and open the file named Excel_BU03_Assessment2_KellyComputers.xlsx. Grader has automatically added your last name to the beginning of the filename. Save the file to the location where you are storing your files.

0

2

On the SalesData worksheet, in cell F4, create a formula that will perform a calculation that multiplies the Unit Price by the sum of products sold for January, February, and March. If a product has not sold any units over the past three months, display Discontinue. If the project has sold units, display the results of the Unit Price multiplied by the sum of the products sold for January, February, and March. Copy the formula and then paste it in cells F5, F7:F9, F11:F12, F14:F15, and F17:F18. Resize the column as needed.

8

3

In cells C6:E6, C10:E10, C13:E13, C16:E16, and C19:E19, use a function to total the product sales for January through March.

4

4

Your supervisor has requested an area on the spreadsheet that quickly summarizes sales over the past few months. In cell C25, calculate the sum for the Hard Drive category that totals the three months results in C6:E6. Use a similar formula in cells C26:C29 substituting the correct formula cell references for each product.

4

5

In cell D25, create an IF function that will determine if sales goals have been met for each product listed. Return Goal Met if true, otherwise return Not Met. Copy the formula down to cell D29.

8

6

Complete the Monthly Snapshot table by creating the following named ranges: Name cell range A25:A29 Monthly_ProdList Name cell range B25:B29 Goals Name cell range C25:C29 Actual Name cell range A25:C29 Product_Items

4

7

In cell I5, create an INDEX with a nested MATCH function that will index the data in the Monthly Snapshot table to return a product item in the cell that matches the displayed goal of the month in cell I4. Use named ranges in the formula.

8

8

Create a PivotTable on a new worksheet named PivotAnalysis that summarizes the items by the sales goals and actual sales of the items. Add the Totals by Item field to the Rows area, and then add the Goals and Actual fields to the Values area (in that order). Type Category in cell A3, type Total Goal in cell B3, and type Actual Sales in C3. Apply the Light Grey, Pivot Style Dark 1. Create a clustered column PivotChart. Move the chart so the upper left corner is in cell A15 and the lower right corner is in the G30. Add the chart title Sales Goals vs Actual Sales and apply the Style 4 Chart Style.

4

9

Save and close Excel_BU03_Assessment2_KellyComputers. Exit Excel. Submit the file as directed.

0

Total Points

40

Created On: 12/13/2019 1 YO19_Excel_BU03_Assessment2 - Kelly Computers 1.0