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Illustrated Excel 2016 | Modules 5–8: SAM Capstone Project 1a

C:\Users\akellerbee\Documents\SAM Development\Design\Pictures\g11731.png Illustrated Excel 2016 | Modules 5–8: SAM Capstone Project 1a

Paterson Arts Center

mANAGING FORMULAS, DATA, AND TABLES

GETTING STARTED
· Open the file IL_EX16_CS5-8a_FirstLastName_1.xlsx, available for download from the SAM website.

· Save the file as IL_EX16_CS5-8a_FirstLastName_2.xlsx by changing the “1” to a “2”.

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 IL_EX16_CS5-8a_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
You are an intern at the Paterson Arts Center in Paterson, New Jersey, and work closely with Gwen Rayburn, the executive director of the center. Gwen is seeking a bank loan to expand the center. In preparation for meeting with a bank officer, she asked you to analyze data about the center’s group classes, lessons, and students, and to compare the terms and payments of three loan options.

Switch to the Group Classes worksheet, which Gwen has protected. Start by correcting data as follows:

a. Unprotect the worksheet.

b. In cell C9, change the value to 1:00 PM.

To reduce the chance of input error, Gwen wants you to make the Location column a dropdown list. Use data validation to create an in-cell dropdown list that restricts data in the Location column in the table (the range E4:E13) to the values Basie Hall, Cassatt Studio, Chopin Room.

Unhide the Students worksheet to prepare for working with student data.

Gwen added her name to the footer in each worksheet and now wants to remove it. Use the Document Inspector to remove only footer information from the workbook. (Hint: Do not save data when the dialog box appears.) [Mac Hint: The Document Inspector is not available on Excel for Mac, so manually remove all footers from the workbook.]

To organize the worksheets more logically, move the Private Lessons worksheet so it appears between the Group Classes and Students worksheet.

Display the full name of the arts center as a header on all the worksheets except the Documentation worksheet as follows:

c. Group the Group Classes, Private Lessons, Students, and Expansion worksheets.

d. In cell A1, type Paterson Arts Center as the worksheet title.

e. With the worksheets still grouped, add the Sheet Name to the center header section.

Switch to Normal view, if necessary. Ungroup the worksheets.

To make it easier to navigate the workbook, add hyperlinks as follows:

f. In the Group Classes worksheet, add a hyperlink to the text in cell G16 that links to cell A1 of the Students worksheet.

g. Include View weekly revenue as the ScreenTip text.

h. Copy the hyperlink from cell G16 in the Group Classes worksheet to cell G16 of the Private Lessons worksheet.

In the Private Lessons worksheet, use data validation to create an in-cell dropdown list that restricts data in the Location column in the table (the range E4:E13) to the values Basie Hall, Chopin Room.

Gwen is adding two new private lessons on Saturdays and needs that reflected in the schedule.

In the ranges A14:G14 and A15:G15, add two records for the new private lessons using the data shown in Table 1 below. Use the in-cell dropdown list to enter the location information.

Table 1: Data for Private Lessons Worksheet Table

A

B

C

D

E

F

G

14

PR110

Piano

10:00 AM

Saturday

Chopin Room

$25

Tamada

15

PR111

Voice

11:00 AM

Saturday

Basie Hall

$25

Thurow

Gwen asks you to create a separate list of piano lessons on the Private Lessons worksheet. Create the list as follows:

i. Enter the text Piano into cell A18.

j. Using the range A17:A18 as the Criteria range, create an advanced filter that extracts records from the Lessons table in the List range A3:G15 to the range beginning in cell A20. Use the Copy to another location option.

Gwen asks you to create a worksheet showing the Monday group classes organized by the instructor name. Create this worksheet as follows:

k. Create a copy of the Group Classes worksheet and position it immediately before the Students worksheet.

l. Use Monday Classes as the name of the new worksheet.

m. In the Monday Classes worksheet, filter the Day column to display only Monday classes.

n. Sort the filtered table in ascending order by Instructor.

Switch to the Students worksheet. Gwen offers a $5.00 discount to repeat students. Apply this discount as appropriate to the student data as follows:

In cell H4, create a formula using the IF function and structured references to determine the correct amount paid based on the following criteria:

o. If the Repeat? value is “Yes”, calculate the amount paid by subtracting 5 from the Fee.

p. Otherwise, the amount paid is the Fee value.

q. Let Excel copy the formula in cell H4 into the range H5:H49.

r. Format the range H4:H49 using the Currency number format with zero decimal places and the $ symbol.

Gwen created an area for retrieving information from the Students table, but it needs to be filled in. In cell K4, enter a formula using the VLOOKUP function and structured references to retrieve the class name as follows:

s. Look up the value in cell K3.

t. Use the Class Code and Class Name columns in the Students table (Students[[Class Code]:[Class Name]]) as the table_array argument.

u. Return the corresponding class name shown in column 2 of the specified columns.

v. Use FALSE as the range_lookup value.

In cell J6, enter a formula using the VLOOKUP function and structured references to retrieve the instructor’s name as follows:

w. Look up the value in cell K3.

x. Use the Class Code through Instructor columns in the Students table (Students[[Class Code]:[Instructor]]) as the table_array argument.

y. Return the corresponding class name shown in column 3 of the specified columns.

z. Use FALSE as the range_lookup value.

In cell K7, enter a formula using the DSUM function and structured references to calculate the total amount paid for a specified instructor as follows:

aa. Use the entire Students table including the header row (Students[#All]) as the database argument.

ab. Use the Amount Paid header in cell H3 as the field argument.

ac. Use the range J5:J6 as the criteria.

In cell K8, enter a formula using the DCOUNTA function and structured references to count the number of classes taught by a specified instructor as follows:

ad. Use the entire Students table including the header row (Students[#All]) as the database argument.

ae. Use the Class Code header in cell C3 as the field argument.

af. Use the range J5:J6 as the criteria.

In her meeting with the bank officer, Gwen wants to show how much revenue the center receives for each class in a typical week. Create a copy of the Students worksheet and then modify it to prepare for showing this information as follows:

ag. Create a copy of the Students worksheet and position it immediately before the Expansion worksheet.

ah. Use Subtotals as the name of the new worksheet.

ai. On the Subtotals worksheet, clear the contents and formatting from the range J3:K8.

aj. Sort the table on the Subtotals worksheet in ascending order by class name.

ak. Apply the Table Style Medium 6 table style. (Hint: Depending on your version of Office, the table style may be written as Gold, Table Style Medium 6.)

al. Convert the table to a range.

Include subtotals on the Subtotals worksheet as follows:

am. Add subtotals to the range A3:H49 so that for each change in the Class Name value, the formula uses the Sum function to add subtotals to the Amount Paid field. Use the default settings for the bottom checkboxes.

an. Use the outline buttons to display only the Class Name values with subtotals and the grand total.

Verify the grand total by switching to the Students worksheet and then adding a Total row to the Students table.

Switch to the Expansion worksheet. Gwen wants to expand the arts center into the adjoining vacant office space, and then renovate the new space. On the Expansion worksheet, she asks you to help her analyze the loan options to expand the business. Begin by determining the monthly payments as follows:

ao. In cell B9, enter a formula using the PMT function to calculate the monthly payment using the loan information in the range B5:B7.

ap. In the formula, divide the rate (cell B6) by 12.

aq. Use the term in months (cell B7) as the nper.

ar. Use a negative value for the pv (cell B5).

as. Copy the formula from cell B9 into the range C9:D9.

Calculate the total payments as follows:

at. In cell B10, enter a formula without using a function that multiplies the monthly payments (cell B9) by the term in months (cell B7) for Loan Option 1.

au. Copy the formula from cell B10 into the range C10:D10.

Calculate the total interest as follows: