Exp e capstone 1 european excursions 2.5

Office 2013 – myitlab:grader – Instructions Excel Project

EXP E Capstone 1 - European Excursions 2.5

Project Description: You work for a travel company that specializes in arranging travel accommodations for student tours and vacations in exciting destinations such as Canada, Rome, and the Czech Republic. You created a workbook to store agent names, student IDs, and tour codes. The workbook also contains a work- sheet to store lookup tables. You will complete the workbook for your manager’s approval. You will insert formulas and a variety of functions, convert data to a table, sort and filter the table, and prepare a chart.

Instructions: For the purpose of grading the project you are required to perform the following tasks: Rule 1: If an object is selected and a new tab appears, it is 95% in that new tab. Rule 2: If you are ever confused, right click on the selected item. Formulas: + = Addition - = Subtraction * = Multiplication / = Division Step Instructions Points Possible 1 Open exploring_ecap_grader_h1_Trips.xlsx. In File, use the SAVE AS function to save the document in Computer / Z Drive as Excel Final. 0.000 2 In the Lookup Tables sheet, assign the range name rates to the range A2:B6. Assign the range name tours to the range D2:G8. 2.000 3 In the Data sheet, select cell D13 and insert the VLOOKUP function that compares the tour code to the tours table and displays the description. Lookup_value = First Agent’s Tour Code cell reference Table_array = Tours table range (Use range name assigned rather than range) Col_index_num = Description column Range_lookup = Lookup_value EXACTLY matches Table_array Use absolute references in the formula when necessary. Copy the function down to cell D22. 4.000 4 Insert the Vlookup function in E13 that compares the tour code to the tours table and returns the departure date. Lookup_value = Refer to Step 3 Table_array = Refer to Step 3 Col_index_num = Departure date column Range_lookup = Lookup_value EXACTLY matches Table_array Use absolute references in the formula when necessary. Copy the function down to cell E22. 4.000 5 Click cell F13 and insert the vlookup function that compares the tour code to the tours table and returns the base cost of the trip. Lookup_value = Refer to Step 3 Table_array = Refer to Step 3 Col_index_num = Base Cost of Trip column Range_lookup = Lookup_value EXACTLY matches Table_array Use absolute references in the formula when necessary. Copy the function down to cell F22. 4.000 6 In cell G13, enter a formula that adds the base cost of the trip [F13] to (Taxes and Fees [B5] multiplied by the base cost of the trip. Be sure to use absolute references and parentheses when needed. Copy the formula down through cell G22. 4.000 7 In cell H13, insert the PMT function to calculate the payments for students who want to pay for their trips in three installments. Rate = Loan APR divided by payment plan (Quarterly/Monthly/etc) Nper = Total Payments Pv = First Agent’s Base Cost with Taxes represented as a negative number Fv & Type = Disregard [Leave blank] Use absolute references in the formula when necessary. Make sure the result is a positive value. Copy the function down through cell H22. 4.000 8 In cell I13, insert a VLOOKUP function that compares the Base Cost of the Trip to the rates table and returns the Agent’s commission. Lookup_value = First Agent’s Base Cost of Trip Table_array = Rates table range (Use range name assigned rather than range) Col_index_num = Commission column Range_lookup = Lookup_value EXACTLY matches Table_array Use absolute references in the formula when necessary. Additionally, enter a formula that multiplies the Agent’s Commission [VLOOKUP function] to the base cost of the trip to find the monetary value of each agent’s commission. Copy the function down to cell I22. 4.000 9 Merge and center the main title on the first row from A1:I1. Apply bold and 18 pt font size. Merge and center the subtitle on the second row of the range above. 6.000 10 Apply Currency number format to the monetary values in columns F, G, H, and I. Right click on column C and hide the column. 4.000 11 Wrap text in the range F12:I12. Be sure the column width for these columns is 11. Select cell A13. Enable the Freeze Panes button so that row of column labels does not scroll offscreen. 4.000 12 & 13 Insert functions in cells G5:G10 to calculate basic summary information. Be sure the correct information is selected for each individual function. SUM of Total Cost with Taxes AVERAGE of Total Cost with Taxes MEDIAN of Total Cost with Taxes MIN of Total Cost with Taxes MAX of Total Cost with Taxes TODAY [Accept default settings] 8.000 14 Select the Total Cost with Taxes values and apply a conditional formatting Top/Bottom Rules to the values above average with Light Red Fill and Dark Red Text. 6.000 15 Copy the Data sheet and place the copied sheet before the Summary sheet. Remove the conditional formatting rule on the Data (2) sheet. 4.000 16 In Data (2) sheet, convert the data range A12:I22 to a table. Apply the Table Style Medium 21 style to the table. 4.000 17 Sort the table by departure date from oldest to newest and then by trip description alphabetically. Apply a filter to display trips arranged by agents Avery and Ross only. 4.000 18 Display a total row. Select the drop-down function that calculates the SUM for ALL monetary columns. 3.000 19 In the Summary sheet, create Line sparklines in column H to display six-month trends for each agent using B3:G8 as the Data Range and $H$3:$H$8 as the Location Range. Show the high point in each sparkline. Apply the SparkLine Style Accent 1, Darker 50% style. Be sure the high point marker color is Blue, Accent 1. 6.000 20 Insert the IF function in column I that displays a $500 bonus if an agent’s average sales are greater than the average of all sales for the six months. Use two nested AVERAGE functions in the logical_test argument of the IF function to make the comparison. Logical_Test = AVERAGE(B3:G3)>AVERAGE(B3:G8) Value_If_True = $I$10 Value_If_False = (Leave this value blank) 5.000 21 Select the range A2:G8 and create a clustered column chart, using the type that displays the agent names as the legend. Move the chart to a new sheet named Sales Chart. 6.000 22 Apply the Quick Layout / Layout 1 chart type. Type January-June 2016 Sales by Agent for the chart title. Apply the Style 14 chart style. 6.000 23 Create a custom footer with the sheet name code in the center, and the file name code on the right side of each sheet. 4.000 24 For both Data and Data (2) sheets, apply 0.2" left and right margins and within the Page tab of Page Setup dialog box, Fit to: 1 pages wide by 1 tall. Select Landscape orientation for the Data (2) sheet. 4.000 25 Save the workbook. Ensure that the worksheets are named correctly and in the following order: Lookup Tables, Data, Data (2), Sales Chart, and then Summary. Close the workbook and exit Excel. Submit the workbook as directed. 0.000 Total Points 100.000

Updated: 02/26/2015 3 Current_Instruction.docx