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Instructions The Scenario: Tony Spacken, Sales Manager, has an Exce

 

Instructions

The Scenario:

Tony Spacken, Sales Manager, has an Excel workbook listing properties for sale. If a property is sold, Select National Properties Group will finance the property loan for 30 years at 7.5% interest. If the monthly payment of a property is greater than $300,000, the company will give the buyer a 1% discount of the selling price. Lavern Gallen is interested in purchasing the Pleasant Properties Warehouse, one of the company's properties. She lives at 4231 Center Drive, Tempe, TX 76501.

For this project, you will need the following files:

New blank Access database

New blank PowerPoint presentation

Gallen_Letter

Sale_Properties

You will save your files as:

Lastname_Firstname_Sale_Properties

Lastname_Firstname_SNPG_Properties

Lastname_Firstname_Gallen_Letter

Lastname_Firstname_Sales_Presentation

  1. Open the file Sale_Properties, and then save the workbook as LastnameFirstname_Sale_Properties
  2. Copy the Properties worksheet to a new worksheet,
  3. Rename the worksheet as Payments
  4. In the Payments worksheet, convert the data to a table.
  5. In column G, insert a calculated column using the PMT function to calculate the monthly payment for each of the properties.
  6. In column H, insert a calculated column using the IF function to determine the amount of the if discount
    property qualifies for it.
  7. Determine the totals for columns F:H.
  8. Apply conditional formatting to cells with a selling price between $40,000,000 and $70,000,000.
  9. Copy the Payments worksheet to a new worksheet,
  10. Rename the new worksheet as Pleasant Properties
  11. Filter the table to display only the data for the Pleasant. Insert your name in the footer so that it displays on all worksheets.
  12. Create a blank Access database, and then save it as Lastname_Firstname_SNPG_Properties
  13. Import the data from the Properties worksheet.
  14. Create a query that displays all fields, except the ID field, for properties located in Florida and Georgia.
  15. Save the query as Lastname_Firstname_FL_GA Query
  16. Export the query result as an RTF file
  17. Create another query that displays all fields, except the ID field, for all properties with selling prices less than $1,000,000.
  18. Save the query as Lastname Firstname Price Query
  19. For each query, create and format a report.
  20. Save each report with the name as the query, substituting the word Report for Query.
  21. Create a PowerPoint presentation using a template of your choice; the presentation will be shown to prospective buyers attending a sales conference.
  22. Save the presentation as Lastname_Firstname_Sales_Presentation
  23. Insert the file name in the footer to display on all pages of the notes and handouts.
  24. Modify the slides to help persuade buyers to purchase property from Select National Properties Group:
  25. On one slide, inform the audience that the company sells many properties.
  26. On the same slide, link the cell from the Excel Payments worksheet that displays the total selling price.
  27. On a new slide, insert a SmartArt graphic that lists some of the different types of properties that the company develops and manages.
  28. At the end of the presentation, insert a slide that contains the contact information for Mr. Spacken.
  29. Insert additional text, pictures, and clip art to enhance the presentation.
  30. Format any text or other objects to create a professional appearance.
  31. Open the file Gallen_Letter, and then save as Lastname_Firstname_Gallen_Letter
  32. Insert the file name in the footer.
  33. Format the letterhead for Mr. Tony Spacken.
  34. Insert the current date, and then insert Lavern Gallen's name and address and a proper salutation.
  35. Following the first paragraph, copy the SmartArt graphic from your presentation to the letter, changing text wrapping and resizing as necessary.
  36. Following the second paragraph, from Excel, on the Pleasant Properties worksheet, link cells F1:G38 (first and second row) to the Word document.
  37. Under the third paragraph, insert the RTF file listing the Florida and Georgia properties.
  38. Format the document to create a professional appearance.

Properties

Property Address City State ZIP Selling Price
AmberTechnical Training 789 W. Main St. Albuquerque NM 87110 $ 604,500
Allen Surgical Center 106 E. 1500 N. Rugby ND 58368 $ 53,999,000
All American Service Industry Fulfillment 1401 Mother Lode Cir. Port Huron MI 48060 $ 751,500
Archer Square Shopping Mall 4980 Hwy. 14 E St. Louis MO 63122 $ 6,390,000
Ardenna Wood Medical Center 306 W. Central Ave. Arlington TX 76012 $ 68,433,000
Arroh Surgical Hospital 42 W. 35th Ave. Ulysses KS 67880 $ 55,500,000
Arroun Grande Rehabilitation Hospital 500 NW Cheyenne Salem NH 03079 $ 75,520,000
Astin Office Solutions Warehouse 2211 SE 16 St. Battle Creek MI 49017 $ 6,230,000
Austin & Ball Warehouse 712 E. 108th Ave. Paterson NJ 07514 $ 9,189,500
Ballyhoo Office Building 4161 N. 1500 W. Green Bay WI 54305 $ 5,675,000
Barton, Oaks & Colina Building 1119 NE Thorn Hill Rd. Jefferson City MO 65101 $ 5,460,000
Belmar Group Warehouse 30 Imperial Way Bolivar TN 38008 $ 4,900,000
Bergstrom Industries Warehouse 209 Elice Cir. Littleton CO 80122 $ 7,326,000
Best Electronics Manufacturing 8692 Technology Blvd. Berkeley MI 48072 $ 6,030,000
Bloomington Hospital 843 Fayette Ave. Amarillo TX 79106 $ 60,450,000
Boulder Community Training Services 176 Van Buren St. Boulder CO 80026 $ 848,900
Broaddus Surgical Center 145 Tudor Dr. Waterloo IA 50702 $ 68,150,000
Broatman Hospital 22161 N. Randolph Dr. Auburn WA 98001 $ 47,146,000
Builder Supply Warehouse 103 Cleveland St. Elkhorn WI 53121 $ 6,412,000
Cardman Facility 100 Linden Ln. Rock Springs WY 82901 $ 3,980,000
Casa Mesa Regional Medical Center 926 Camino Blvd. Inglewood CA 90301 $ 81,950,000
Cayeta County Educational Services 6921 1st Ave. W. Brookfield WI 53045 $ 597,500
Cincinnati Career Center 9653 Jackson St. Cincinnati OH 45221 $ 399,900
Circuits Computing Training 900 Tech Dr. Suite 340 Salt Lake City UT 84106 $ 714,300
Community Hospital West 33 Herman Ave. Concord MA 01742 $ 56,275,000
Contrail Engineering 11042 Woodruff Ave. Gresham OR 97030 $ 584,600
Crescent Media Consultants Building 3718 W. Sardis Rd. Colorado Springs CO 80906 $ 2,560,000
Crosswinds Educational Partners 690 Kings Highway Blvd. Claremont CA 91711 $ 627,500
Cullen Refrigeration Systems 806 W. Texas Ave. Edmond OK 73013 $ 851,700
Dallas Training and Educational Center 533 Lanceford St. Dallas TX 75205 $ 523,000
Daytona Automobile Assembly Systems 22161 N. Randall Dr. Princeton WV 30375 $ 547,600
Deaconness Medical Center 8465 Skyline Way Blvd. Alameda CA 94501 $ 88,489,000
Fayette Memorial Medical Center 423 Hazel Dell Blvd. Wallingford CT 06492 $ 32,850,000
Finlay Supply Co. 8444 Helms Ave. West Mifflin PA 15122 $ 887,000
Goshen County Hospital 4813 Augusta Cir. Cambridge MN 55008 $ 47,900,000
Guyan Valley Medical Center 2045 Lynne Blvd. Marion KY 42064 $ 59,750,000
Pleasant Properties Warehouse 400 Pivot Rock Blvd. Gainesville FL 33030 $ 5,630,000
Hiniston Building 30050 Walmsley Rd. Forth Worth TX 76014 $ 5,740,000
Illiana Training Institute 860 Brilliance Way Evansville IN 47740 $ 552,000
Jadon Michels Shopping Mall 412 E. Frontage Rd. Minneapolis MN 55407 $ 6,470,000
Javitch Office Park 460 Montagne Way Ballinger TX 76821 $ 6,489,000
JIT Fulfillment Facilities 106 NW Osage Pocatello ID 36188 $ 641,700
JM Facilities 403 Industrial Blvd. Holyoke MA 01040 $ 4,580,000
Koler Whole Foods 6815 Reseda Blvd. Aurora CO 80017 $ 650,500
La Costa Research Industrial Building 2600 E. Itetbury Ln. Davenport IA 52803 $ 4,785,000
Lidle Manufacturing Inc. 705 Fargo Ave. Bardstown KY 40004 $ 410,000
Littleton Professional Outreach and Training 68 Brittany Rd. Lexington SC 29072 $ 643,300
Lyman Test Prep Services 730 S. Monte Park Pkwy. Lake George WI 54501 $ 435,000
Madison Logistics Co. 208 E. Central Ave. Cabot AK 72023 $ 746,200
Marco Supply Warehouse 2445 E. 51st St. Coventry RI 02816 $ 637,800
Maricopa Medical Center 582 Deering Ave. Macon GA 31208 $ 77,080,000
Miami-Dade Employment Training Services 4245 Carvine Dr. Miami FL 33131 $ 685,000
Midwest Regional Hospital 706 Valencia St. Bay City MI 48708 $ 69,512,000
Milwaukee Health Services Training 4211 Cohen Dr. W. Milwaukee WI 53219 $ 714,600
Mississippi Mentoring Associates 5491 Lynhurst Pkwy. Coldwater MS 68618 $ 713,500
Montana Agricultural Supply 1545 Park Dr. Springfield MA 01111 $ 5,410,000
Mykala Michels Office Building 2250 Heritage Rd. Detroit MI 48201 $ 8,570,000
Organic Textiles Inc. 8742 Circuitry Way Norman OK 73069 $ 461,300
Padme Parts Services 8851 Skyline Blvd. Atlanta GA 30310 $ 741,000
Parton & Simms Warehouse 1050 Luther Ave. Wenatchee WA 98801 $ 4,659,000
Peterson Testing Services 10302 Heartfield Dr. Oak Forest IL 60452 $ 675,000
Pleasant Valley Rehabilitation Hospital 50 Tulip St. Nashville GA 31639 $ 77,143,000
Preston General Hospital 36815 Bethesda Blvd. Jamaica Plain MA 02130 $ 77,135,000
Riverdale Medical Center 872 Riverdale Way Montgomery AL 36117 $ 54,350,000
San Mateo Mentors 412 Valencia St. San Mateo CA 94401 $ 651,200
Sloane-Reynolds County Hospital 2345 E. Sloane St. Lebanon NH 03756 $ 55,230,000
Steiner Group Building 801 Hwy. 25 Camden TN 38320 $ 7,465,000
Tangier Industrial Design 12045 Lakewood Blvd. Grinnell IA 50112 $ 715,000
Tanglewood After School Services 4591 Spinnaker Cove Way Lincoln NE 68522 $ 550,000
Technology Parts Inc. 3422 Lees Ave. Marietta GA 30008 $ 698,000
Telcom Ltd. Phone Systems Office Park 1 Basildon Cir. Jeffersonville IN 47130 $ 3,390,000
Test Prep Training Services 2003 N. 14th St. Miami FL 33131 $ 708,000
Tillecum Metalworks 581 Hwy. 31 S. Blackfoot ID 83221 $ 576,500
University Hospital of Austin 683 Hwy. 36 N. Quincy IL 62305 $ 46,750,000
University of Tempe Outreach Center 43 Educational Dr. Tempe AZ 85282 $ 385,000
Woodland Daycare Center 320 Lindon St. Frankford WV 24938 $ 895,000
Zeldman Technology Buiding 1188 Boswell St. North Little Rock AR 72118 $ 7,886,000
Zionsville Centre for Health Occupations 1111 Meadowbrook Rd. Burlington VT 05401 $ 479,000

,

Mr. Tony Spacken

321 North Michigan Avenue, Suite 700

Chicago, IL 60601

312-555-0070

I understand that you are interested in a property that we are selling. I am Tony Spacken, Sales Manager at Select National Properties Group. We are a diversified real estate company that develops, builds, manages and acquires properties nationwide. Our company is focused on quality and commitment to the environment and economic development of the areas where we operate. Listed below are the types of properties in our portfolio.

Select National Properties Group will use resources at our disposal to work with you to finance the purchase of the Harvest Properties Warehouse in which you expressed an interest. We have calculated the monthly payment for you based on a 30-year loan financed at 7.5% interest. The selling price and payment are shown below.

We understand that you are interested in property in either Florida or Georgia. We have a number of properties in both of these states that might be of interest to you. I have provided a list of the properties which includes the addresses as well as the selling price.

Please let me know if you are interested in any of these properties and would like more information on them.

I would like to thank you for your interest in the Harvest Properties Warehouse and look forward to hearing from you on how you would like to proceed on this property or any of the other properties in Florida or Georgia.

Sincerely,

Tony Spacken

Sales Manager

7cc_Killgorn_Letter_sample_solution

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