Excel 365/2021 Capstone – Level 3 Working With Sales Data Al…

In this project, you will work with sales data from Topt 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 Topt 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
• Apply a chart Quick Layout
• Move a chart
• Insert a column chart
• Switch the row/column in a column chart
• Change the chart title
• Apply a chart Quick Style
• Show chart data labels
• 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
• Hide a worksheet
• 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 XLOOKUP 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
• Unhide a worksheet

Steps to complete this project:

Mark the steps as checked when you complete them.

1. Open the start file EX2021-Capstone-Level3-w-XLOOKUP.

Note: 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.

1. 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.
2. Copy the OldTownStore worksheet from the OldTownSales workbook (downloaded from the Resources link) to the capstone project.
   1. Open the Excel file OldTownSales.
   2. 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 at the end after the TysonsStore2021 worksheet in your capstone workbook.
   3. Close the OldTownSales workbook when you have successfully copied the OldTownStore worksheet to the capstone workbook.
   4. 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.
3. Insert a new worksheet and rename it: FoodTrucks
4. If necessary, move the FoodTrucks worksheet so it appears first in the workbook.
5. Enter the text and sales data as shown in the table below. Check your work carefully.

1. Format the data as follows:
   1. Apply the Title cell style to cell A1.
   2. Apply the Blue fill color to cell A1. Use the third color from the right in the row of Standard colors.
   3. Apply the White, Background 1 font color to cell A1. Use the first color at the left in the first row of Theme colors.
   4. Merge and center the worksheet title across cells A1:E1.
   5. Apply the Heading 1 cell style to cell B2.
   6. Merge and center cells B2:E2.
   7. Bold cells B3:E3.
   8. Apply the Accounting Number Format with 0 digits after the decimal to cells B4:E6.
   9. AutoFit columns A:E.
2. Calculate total sales for each of the truck locations.
   1. Enter the word Total in cell A7.
   2. Enter a SUM function in cell B7 to calculate the total of cells B4:B6.
   3. Use AutoFill to copy the formula to cells C7:E7.
   4. Apply the Total cell style to cells A7:E7.
3. Insert a pie chart (2-D Pie) to show the Old Bay sales for the month by location. Each piece of the pie should represent the Old Bay 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.
4. Modify the pie chart as follows:
   1. Apply the Layout 3 Quick Layout.
   2. Move the chart so it appears below the sales data.
5. 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.
   Note: You must complete this step correctly in order to receive points for completing the next step. Check your work carefully.
6. Modify the column chart as follows:
   1. If necessary, modify the chart so each location is represented by a data series and the popcorn types are listed along the x axis.
   2. Change the chart title to: August Sales
   3. Apply the Style 3 chart Quick Style.
   4. Display the chart data labels using the Center option.
   5. If necessary, move the chart so it is next to the pie chart and the top of the charts are aligned.
7. 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.
   1. Change the orientation so the page is wider than it is tall.
   2. Change the margins to the preset narrow option.
   3. Change the printing scale so all columns will print on a single page.
8. Topt Corn is considering a new truck purchase. Calculate the monthly loan payments and total cost
   of the loan.
   

   This table lists information for data entry into the worksheet.

   	A	B
   1	Price	135,000
   2	Interest (annual)	4%
   3	Loan term (in months)	24
   4	Monthly payment

   1. AutoFit column A.
   2. Set the width of column B to 16.
   3. Apply the Currency number format to cell B1. Display two digits after the decimal.
   4. Enter a formula using the PMT function in cell B4. Be sure to use a negative value for the
      Pv argument.
   5. In cell A6, type: Total payments
   6. 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.
   7. In cell A7, type: Interest paid
   8. 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.
   9. Apply borders using the Outside Borders option around cells A6:B7.
   10. In cell A9, type: Average sales
   11. In cell B9, enter a formula to calculate the average sales per month for the food truck locations. Hint: Use cells B7:E7 from the FoodTrucks worksheet as the function argument.
   12. Apply the Currency number format to cell B9. Display two digits after the decimal.
   13. In cell A10, type: Buy new truck?
   14. In cell B10, enter a formula using the IF function to display Yes if the monthly payment for the truck loan is less than the average sales per month for the current trucks. Display No if it is not.
   1. Insert a new worksheet between the FoodTrucks sheet and the OnlineSales sheets.
   2. Name the new worksheet: LoanAnalysis
   3. Change the color of the worksheet tab to Green. Use the fifth color from the right in the row of Standard colors.
   4. Enter the loan terms as shown below.
9. This workbook includes two worksheets for data from the Tysons store. You should only be working with the latest data from 2022.
   1. Hide the TysonsStore2021 worksheet.
10. Complete the following steps in the TysonsStore2022 worksheet:
    1. Select cells A2:A32, and apply the Short Date date format.
    2. 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.
    3. 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.
    4. 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.
    5. Create a named range DailyTotal for cells F2:F32.
    6. In cell K3, enter a formula using the named range DailyTotal to calculate the average daily
       sales in dollars.
    7. In cell K4, enter a formula using the named range DailyTotal to find the lowest daily sales
       in dollars.
    8. In cell K5, enter a formula using the named range DailyTotal to find the highest daily sales
       in dollars.
    9. Wrap the text in cell J7.
    10. Use Goal Seek to find the new price per box (cell K8) to reach a new daily average sales goal of $3,500 in cell K7. Accept the solution found by Goal Seek.
    11. Modify cell K8 to show two places after the decimal.
    12. Create a named range SalesDate for cells A2:A32.
    13. Create a named range GoalMet for cells G2:G32.
    14. In cell K11, enter a formula using XLOOKUP to display whether or not the sales goal was met for the sales date listed in cell K10. Use the named range SalesDate for the lookup_array argument. Use the named range GoalMet for the return_array argument. If there is no match, show the text: Date not found
11. Make a copy of the OnlineSales worksheet and name it PivotData. The PivotData worksheet should be the last worksheet in the workbook.
12. Go to the OnlineSales worksheet and format the sales data as a table using the table style
    Aqua, Table Style Medium 2.
13. Display the table Total row.
    1. Display the total for the Quantity column.
    2. Remove the count from the State column.
14. Sort the data alphabetically by values in the Item column.
15. Filter the table to show only rows where the value in the State column is VA.
16. Go to the PivotData worksheet and create a PivotTable using the data in cells A3:D120. 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.
17. Name the PivotTable worksheet: PivotTable It should be located to the left of the PivotData worksheet.
18. 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.
19. This workbook includes a hidden worksheet with online sales data from the 2021 buy one get one free sale.
    1. Unhide the BOGOSale2021 worksheet.
20. Save and close the workbook.
21. Upload and save your project file.
22. Submit project for grading.

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