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New Perspectives Excel 2016 | Module 5: SAM Project 1a Forge and Polish Jewelry WORKING WITH EXCEL TABLES, PIVOTTABLES, AND PIVOTCHARTS GETTING STARTED • Open the file NP_EX16_5a_FirstLastName_1.xlsx, available for download from the SAM website. • Save the file as NP_EX16_5a_FirstLastName_2.xlsx by changing the “1” to a “2”. o • 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_EX16_5a_FirstLastName_2.xlsx still open, ensure that your first and last name is displayed in cell B6 of the Documentation sheet. o If cell B6 does not display your name, delete the file and download a new copy from the SAM website. PROJECT STEPS 1. Maureen Meek is doing an internship with Forge and Polish Jewelry. One of her assignments is to format the product sales records from 2018 to 2020 to make it easier to analyze. Switch to the Bracelet worksheet. Unfreeze the top row of the worksheet. 2. Sort the data in the BraceletSales table first in ascending order by the Material field and then in the ascending order by the Embellishment field. 3. Insert a Total Row in the BraceletSales table, and then use the Total Row to calculate the total of the values in both the 2018 and 2019 fields. (Hint: The Total Row should automatically total the values in the 2020 field.) 4. Maureen decides to create a PivotTable to allow her to better manipulate and filter the BraceletSales table data. Create a PivotTable based on the BraceletSales table in a new worksheet using Bracelet PivotTable as the worksheet name. Update the PivotTable as described below so that it matches Final Figure 1: a. Add the Material field and the Product ID field (in that order) to the Rows area. (Hint: The order of the materials should be Gold, Silver, Copper, as shown in Final Figure 1. Sort the PivotTable manually by dragging or by using the Move command if necessary.) b. Add the 2018, 2019, and 2020 fields (in that order) to the Values area. c. Update the Sum of 2018 field in the Values area to display the name 2018 Sales with the Accounting number format with 0 decimal places and $ as the symbol. New Perspectives Excel 2016 | Module 5: SAM Project 1a d. Update the Sum of 2019 field in the Values area to display the name 2019 Sales with the Accounting number format with 0 decimal places and $ as the symbol. e. Update the Sum of 2020 field in the Values area to display the name 2020 Sales with the Accounting number format with 0 decimal places and $ as the symbol. 5. Go to the Necklace worksheet. Format the range A2:G16 as an Excel table with headers using the Table Style Medium 6 table style. Use NecklaceSales as the name of the table. 6. Maureen notices that the NecklaceSales table is missing a record. Add the following record as shown in bold in Table 1 below to the end of the NecklaceSales table: Table 1: New Record for the NecklaceSales Table Product ID Type Material Embellishment 2018 2019 2020 NGPS-123 Necklace Gold Precious Stones $1,820 $1,900 $2,160 7. Forge and Polish Jewelry offerings a large selection of earrings. Maureen wants to summarize the Earring sales data using subtotals to show how the type of Material used influences earring sales. Go to the Earring worksheet and complete the following steps: a. Sort the table by the Material field in ascending order. b. Convert the table to a normal range. c. Insert subtotals into the range A2:G25, with the subtotals appearing at each change in the Material column value. d. The subtotals should use the SUM function and include subtotals for the 2018, 2019, and 2020 fields. (Hint: Make sure to check the summary below data check box if it is not checked automatically.) 8. Go to the Ring worksheet and remove the duplicate record associated with the Product ID of RGGB-200 from the RingSales table. 9. Maureen wants to summarize Forge and Polish Jewelry’s sales data for all products in a PivotTable. To do so, she must first update All Products table. Go to the All Products worksheet and freeze the top two rows of the worksheet. 10. Use the Find command to find the record with a Product ID of BCPP-182. Edit the record by changing the 2019 field value to $1200. Close the Find dialog box.