Excel capstone project 2018

SIMnet 2016: Excel 2016 Capstone Project Level 3

1 | Page Last Modified: 4/9/2018

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. You will use VLOOKUP to look up sales data for a specific date. 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

• Use the VLOOKUP function in a formula

• 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 | Page Last Modified: 4/9/2018

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IMPORTANT: 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.

Download Resources

Step 1 Download start file

SIMnet 2016: Excel 2016 Capstone Project Level 3

3 | Page Last Modified: 4/9/2018

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.

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