Excel 2016 capstone project ex 1 working with sales data

SIMnet 2016: Excel 2016 Capstone Project Level 3

1 | P a g e Last Modified: 8/2/2016

Excel 2016 Capstone Project EX-3 Working with Sales Data In this project, you will work with sales data from Top’t Corn, a popcorn company with an online store, multiple food

trucks, and two retail stores. You will begin by copying the sales data for one of the retail stores from another

workbook. Next, you will insert a new worksheet and enter sales data for the four food truck locations, formatting

the data, and calculating totals. You will create a pie chart to represent the total units sold by location and a column

chart to represent sales by popcorn type. You will format the charts, and then set up the worksheet for printing. Next,

you help Top’t Corn calculate payments for a loan and decide whether or not the purchase is a good idea. Working

with the daily sales data for one of the brick-and-mortar stores, you will apply conditional formatting to find the top

10 sales dates. You will also calculate the sales for each date, and the average, minimum, and maximum sales. You will

use Goal Seek to find the appropriate price to reach a higher daily average sales goal. Finally, you will work with their

online sales data to format it as an Excel table and apply sorting and filtering. You will create a PivotTable and a

PivotChart from a copy of the online sales data to summarize the sales.

Skills needed to complete this project:

 Open a workbook

 Copy a worksheet to another workbook

 Close a workbook

 Insert a worksheet

 Name a worksheet

 Move a worksheet

 Enter text

 Enter numbers

 Edit text

 Autofit a column

 Apply a cell style

 Add cell shading

 Change font color

 Merge and center text across cells

 Apply bold formatting

 Apply number formatting

 Enter a SUM function

 Copy formula using AutoFill

 Insert a pie chart

 Change the chart title

 Hide the chart legend

 Show chart data labels

 Move a chart

 Insert a column chart

 Switch the row/column in a column chart

 Apply a chart Quick Style

 Preview how a worksheet will look when printed

 Change worksheet orientation

 Change the print margins

 Scale a worksheet for printing

 Change the color of a worksheet tab

 Apply a column width

 Calculate a loan payment with PMT

 Enter a simple formula using multiplication

 Enter a simple formula using subtraction

 Add cell borders

 Create a formula referencing cells in another worksheet

 Enter an AVERAGE function

 Use the IF function

 Apply date formats

 Apply Top Ten conditional formatting

 Use an absolute reference in a formula

 Name a range of cells

 Use a named range in a formula

 Use the MIN function in a formula

 Use the MAX function in a formula

 Wrap text

 Analyze data with Goal Seek

 Convert data into a table

 Apply a table Quick Style

 Use the table Total row

 Sort data in a table

 Filter data in a table

 Create a PivotTable

 Create a PivotChart

SIMnet 2016: Excel 2016 Capstone Project Level 3

2 | P a g e Last Modified: 8/2/2016

Note: Download the resource file needed for this project from the Resources link. Make sure to

extract the file after downloading the resources zipped folder. Visit the SIMnet Instant Help for

step-by-step instructions.

1. Open the start file EX2016-Capstone-Level3 workbook. If the workbook opens in Protected View,

click the Enable Editing button in the Message Bar at the top of the worksheet so you can modify it.

2. The file will be renamed automatically to include your name. Change the project file name if directed to

do so by your instructor, and save it.

3. Copy the OldTownStore worksheet from the OldTownSales workbook (downloaded from the

Resources link) to the capstone project.

a. Open the Excel file OldTownSales.

b. Copy the worksheet OldTownStore. In the Move or Copy dialog, be sure to check the Create a copy

check box and select your capstone project Excel file from the Move selected sheets to book

drop-down list. Make the correct selection to ensure the copied worksheet will appear after the

TysonsStore worksheet in your capstone workbook.

c. Close the OldTownSales workbook when you have successfully copied the OldTownStore worksheet

to the capstone workbook.

d. Before continuing, verify that you are working in the capstone project that you downloaded and not

the OldTownSales workbook that you downloaded from the Resources link.

4. Insert a new worksheet and rename it: TruckSales

5. If necessary, move the TruckSales worksheet so it appears first in the workbook.

6. Enter the text and sales data as shown in Figure 1. Check your work carefully.

Figure 1

7. Format the data as follows:

a. Apply the Title cell style to cell A1.

b. Apply the Brown, Accent 6 fill color to cell A1.

c. Apply the White, Background 1 font color to cell A1.

d. Merge and center the worksheet title across cells A1:E1.

e. Apply the Heading 1 cell style to cell B2.

f. Merge and center cells B2:E2.

g. Bold cells B3:E3.

h. Apply the Accounting Number Format with 0 digits after the decimal to cells B4:E6.

i. AutoFit columns A:E.

Step 1 Download start file

Download Resources

Download Resources

SIMnet 2016: Excel 2016 Capstone Project Level 3

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8. Calculate total sales for each of the truck locations.

a. Enter the word Total in cell A7.

b. Enter a SUM function in cell B7 to calculate the total of cells B4:B6.

c. Use AutoFill to copy the formula to cells C7:E7.

d. Apply the Total cell style to cells A7:E7.

9. Insert a pie chart (2-D Pie) to show the total sales for the month by location. Each piece of the pie

should represent the total sales for a single location.

Note: You must complete this step correctly in order to receive points for completing the next step.

Check your work carefully.

10. Modify the pie chart as follows:

a. Change the chart title to: August Sales by Location

b. Hide the chart legend.

c. Display the chart data labels using the Data Callout option.

d. Move the chart so it appears below the sales data.

11. Insert a clustered column chart (2-D Column) to show the sales for each type of popcorn for each

location. Do not include the totals. Each location should be represented by a data series and the

popcorn types should be listed along the x axis.

Note: You must complete this step correctly in order to receive points for completing the next step.

Check your work carefully.

12. Modify the column chart as follows:

a. Change the chart title to: August Sales by Popcorn Type

b. Apply the Style 7 chart Quick Style.

c. If necessary, move the chart so it is next to the pie chart and the top of the charts are aligned.

13. Preview how the worksheet will look when printed, and then apply print settings to print the worksheet

on a single page. Hint: If you have one of the charts selected, deselect it before previewing the

worksheet. Preview the worksheet again when you are finished to check your work.

a. Change the orientation so the page is wider than it is tall.

b. Change the margins to the preset narrow option.

c. Change the printing scale so all columns will print on a single page.

14. Top’t Corn is considering a new truck purchase. Calculate the monthly loan payments and total cost

of the loan.

a. Insert a new worksheet between the TruckSales sheet and the OnlineSales sheets.

b. Name the new worksheet: Loan

c. Change the color of the worksheet tab to Teal, Accent 4.

d. Enter the loan terms as shown in Figure 2.

Figure 2

SIMnet 2016: Excel 2016 Capstone Project Level 3

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e. AutoFit column A.

f. Set the width of column B to 16.

g. Apply the Currency number format to cell B1. Display two digits after the decimal.

h. Enter a formula using the PMT function in cell B5. Be sure to use a negative value for the

Pv argument.

i. In cell A6, type: Total payments

j. In cell B6, enter a formula to calculate the total paid over the life of the loan (the monthly payment

amount * the number of payments). Use cell references.

k. In cell A7, type: Interest paid

l. In cell B7, enter a formula to calculate the total interest paid over the life of the loan (the total

payments - the original price of the truck). Use cell references.

m. Apply borders using the Thick Outside Borders option around cells A5:B7.

n. In cell A9, type: Average sales

o. In cell B9, enter a formula to calculate the average sales per month for the truck locations. Hint: Use

cells B7:E7 from the TruckSales worksheet as the function argument.

p. Apply the Currency number format to cell B9. Display two digits after the decimal.

q. In cell A10, type: Buy new truck?

r. In cell B10, enter a formula using the IF function to display Buy it! if the monthly payment for the

truck loan is less than the average sales per month for the current trucks. Display

Pass if it is not.

15. Complete the following steps in the TysonsStore worksheet:

a. Select cells A2:A32, and apply the Short Date date format.

b. Find the top ten sales items for the month. Select cells B2:D32 and use conditional formatting to

apply a green fill with dark green text to the top 10 values.

c. In cell F2, enter a formula to calculate the daily total in dollars. Multiply the value in the Daily

Total (# Sold) column by the current price per box in cell K1. Use an absolute reference where

appropriate and copy the formula to cells F3:F32.

d. In cell G2, enter a formula using the IF function to determine whether the daily sales goal in cell K2

was met. Display yes if the value in the Daily Total ($) column is greater than or equal to the daily

sales goal. Display no if it is not. Use an absolute reference where appropriate and copy the formula

to cells G3:G32.

e. Create a named range DailySales for cells F2:F32.

f. In cell K3, enter a formula using the named range DailySales to calculate the average daily

sales in dollars.

g. In cell K4, enter a formula using the named range DailySales to find the lowest daily sales

in dollars.

h. In cell K5, enter a formula using the named range DailySales to find the highest daily sales

in dollars.

i. Wrap the text in cell J7.

j. Use Goal Seek to find the new price per box (cell K8) to reach a new daily sales goal of $1,800 in

cell K7. Accept the solution found by Goal Seek.

16. Make a copy of the OnlineSales worksheet and name it PivotData . The PivotData worksheet

should be the last worksheet in the workbook.

17. Go to the OnlineSales worksheet and format the sales data as a table using the table style

Table Style Light 2.

SIMnet 2016: Excel 2016 Capstone Project Level 3

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18. Display the table Total row.

a. Display the total for the Quantity column.

b. Remove the count from the State column.

19. Sort the data alphabetically by values in the Item column.

20. Filter the table to show only rows where the value in the State column is DC.

21. Create a PivotTable using the data in cells A3:D120 from the data in the PivotData worksheet. The

PivotTable should appear on its own worksheet. Use values from the Item column as the rows and the

sum of values in the Quantity column as the values.

22. Name the PivotTable worksheet: PivotTable It should be located to the left of the PivotData

worksheet.

23. Insert a PivotChart on the PivotTable worksheet. Use a pie chart to represent the total quantity

for each item. If necessary, move the PivotChart to the right of the PivotTable so it does not cover the

data.

24. Save and close the workbook.

25. Upload and save your project file.

26. Submit project for grading.

Step 2 Upload & Save

Step 3 Grade my Project