10 Sep Exp19_Excel_App_Cap_Comp_Tech_Store

Exp19_Excel_App_Cap_Comp_Tech_Store

Exp19 Excel App Cap Comp Tech Store

Excel Comprehensive Capstone – Tech Store 

 

  

Project Description:

After graduating from college, you and three of your peers founded the software company TechStore Unlimited (TSU). TSU provides an online market place that fosters business to business (B2B), business to consumer (B2C), and consumer to consumer sales (C2C). As one of the company’s principal owners, you have decided to compile a report that details all aspects of the business, including: employee payroll, facility management, sales data, and product inventory. To complete the task you will duplicate existing formatting, import data from an Access database, utilize various conditional logic functions, complete an amortization table, visualize data with PivotTables and Power Maps, connect and transform several external data sources, and lastly you will inspect the workbook for issues.

 

     

Start Excel. Open Exp19_Excel_AppCapstone_Comp.xlsx.   Grader has automatically added your last name to the beginning of the   filename.

 

Fill the range A1:E1 from the   Employee_Info worksheet across all worksheets, maintaining the formatting.

 

Make the New_Construction   worksheet active and create Range Names based on the data in the range A6:B9.

 

Ungroup the worksheets and   ensure the Employee_Info worksheet is active. Click cell G6 and enter a   nested logical function that calculates employee 401K eligibility. If the   employee is full time (FT) and was hired before the 401k cutoff date 1/1/19,   then he or she is eligible and Y should be displayed, non-eligible employees should be indicated   with a N. Be sure to utilize the date   located in cell H3 as a reference in the formula. Use the fill handle to copy   the function down completing the range G6:G25.

 

Apply conditional formatting to   the range G6:G25 that highlights eligible employees with Green Fill with Dark   Green text. Eligible employees are denoted with a Y in column G.

 

Create a Data Validation list in   cell J7 based on the employee IDs located in the range A6:A25. Add the Input   Message Select Employee ID and use the Stop Style Error Alert. 

 

Enter a nested INDEX and MATCH   function in cell K7 that examines the range B6:H25 and returns the   corresponding employee information based on the match values in cell J7 and   cell K6. Note K6 contains a validation list that can be used to select   various lookup categories. Use the Data Validation list in cell J7 to select   Employee_ID 31461 and select Salary in cell K6 to test the   function.

 

Enter a conditional statistical   function in cell K14 that calculates the total number of PT employees. Use the range E6:E25   to complete the function.

 

Enter a conditional statistical   function in cell K15 that calculates the total value of PT employee salaries. Use the range   E6:E25 to complete the function.

 

Enter a conditional statistical   function in cell K16 that calculates the average value of PT employee salaries. Use the range   E6:E25 to complete the function.

 

Enter a conditional statistical   function in cell K17 that calculates the highest PT employee salary. Use the range E6:E25 to complete   the function.

 

Apply Currency Number Format to   the range K15:K17.

 

Click cell K11 and type FT. Click cell A28 and type Full Time   Employees.

 

Use the Format Painter to apply   the formatting from the cell A3 to the range A28:B28.

 

Use Advanced Filtering to   restrict the data to only display FT employees based on the criteria in the   range K10:K11. Place the results in cell A29. 

 

Enter a database function in   cell K18 to determine the total number of FT employees. To complete the   function use the range A5:H25 as the database argument, cell E5 for the   field, and the range K10:K11 for the criteria.

 

Enter a database function in cell   K19 to determine the total value of FT employee salaries. To complete the   function use the range A5:H25 as the database argument, cell H5 for the   field, and the range K10:K11 for the criteria.

 

Enter a database function in   cell K20 to determine the average FT employee salary. To complete the   function use the range A5:H25 as the database argument, cell H5 for the   field, and the range K10:K11 for the criteria.

 

Enter a database function in   cell K21 to determine the highest FT salary. To complete the function use the   range A5:H25 as the database argument, cell H5 for the field, and the range   K10:K11 for the criteria.

 

Format the range K19:K21 with   Currency Number Format.

 

Ensure that the New_Construction   worksheet is active. Use Goal Seek to reduce the monthly payment in cell B6   to the optimal value of $8000. Complete this task by changing the Loan amount   in cell E6.

 

Create the following three   scenarios using Scenario Manager. The scenarios should change the cells B7   and B8.
 

Good
  B7 = .0312
  B8 = 5
 

Most   Likely
  B7 = .0575
  B8 = 5
 

Bad
  B7 =   .0625
  B8 = 3
 

  Create a Scenario Summary Report based on the value in cell B6. Format the   new report appropriately and reorder the worksheets so the Scenario Summary   worksheet appears as the last worksheet in the workbook.

 

Ensure that the New_Construction   worksheet is active. Enter a reference in cell B12 to the beginning loan   balance and enter a reference in cell C12 to the payment amount.

 

Use the IPMT function in cell   D12 to calculate the interest paid for the first payment of the loan. Use the   information in the loan details section (E6:E9) of the worksheet to locate   the required inputs for the function. Be sure to use the appropriate   absolute, relative, or mixed cell references. All results should be formatted   as positive numbers.

 

Enter a formula in cell E12   based on the payment and loan details that calculates the amount of principal   paid on the first payment. The principal is the payment – interest. Be sure   to use the appropriate absolute, relative, or mixed cell references.

 

Enter a formula in cell F12 to   calculate the remaining balance after the current payment. The remaining   balance is calculated by subtracting the principal payment from the balance   in column B.

 

Use the CUMIPMT function in cell   G12 to calculate the cumulative interest paid on the first payment. Use the   loan details information (E6:E9) as needed for inputs. Be sure to use the   appropriate absolute, relative, or mixed cell references. All results should   be formatted as positive values.

 

Enter a function in cell H12   based on the payment and loan details that calculates the amount of   cumulative principal paid on the first payment. Be sure to use the   appropriate absolute, relative, or mixed cell references. All results should   be formatted as positive numbers.

 

Enter a reference to the   remaining balance of payment 1 in cell B13. Use the fill handle to copy the   functions created in the prior steps down to complete the amortization table.   Expand the width of columns D:H as needed.

 

Use PowerQuery to connect and   open the Orders table in the eApp_Cap_Orders.accdb   database. Use the Query editor to format column A with Date number format and   load the table. Rename the worksheet Orders.

 

Adapt the previous step to   connect and load the Warehouse table.

 

Connect to, but don’t load the   Inventory table from the eApp_Cap_Orders.accdb   database. 

 

Create the following   relationships.
 

  Relationship 1
  Table Name
  Inventory
 

  Column (Foreign)
  Warehouse
 

  Table
  Warehouse
 

  Column (Primary)
  Warehouse
 

  Relationship 2