Excel 365/2021 Capstone – Level 2 Working with Sales Data These instructions are compatible with both Microsoft Windows and Mac operating systems.
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 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 will help Top’t Corn decide whether or not a new truck loan is a good idea. Working with the daily sales data for one of the brick-and-mortar stores, you will calculate the sales for each date, and the average, minimum, and maximum sales. Finally, you will work with the online sales data to format it as an Excel table and apply sorting and filtering.
Skills needed to complete this project:
- 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
- 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
- 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
- Apply a table Quick Style
- Use the table Total row
- Sort data in a table
- Filter data in a table
Steps to complete this project:
Mark the steps as checked when you complete them.
- Open the start file EX2021-Capstone-Level2.
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.
- 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.
- Insert a new worksheet and rename it: FoodTrucks
- If necessary, move the FoodTrucks worksheet so it appears first in the workbook.
- Enter the text and sales data as shown in the table below. Check your work carefully.
This table lists information for data entry into the worksheet. A B C D E 1 Top’t Corn Food Truck Sales (Aug) 2 Truck Location 3 Crystal City Merrifield Lorton Ballston 4 Old Bay 1600 1200 500 1200 5 Truffle 4400 800 1700 1100 6 Sea Salt and Caramel 3300 1700 1400 1700
- Format the data as follows:
- Apply the Heading 1 cell style to cell A1.
- Apply the Gold, Accent 3 fill color to cell A1. Use the seventh color from the left in the row of Theme colors.
- Apply the White, Background 1 font color to cell A1. Use the first color at the left in the first row of Theme colors.
- Merge and center the worksheet title across cells A1:E1.
- Apply the Heading 3 cell style to cell B2.
- Merge and center cells B2:E2.
- Bold cells B3:E3.
- Apply the Accounting Number Format with 0 digits after the decimal to cells B4:E6.
- AutoFit columns A:E.
Calculate total sales for each of the truck locations.
- Enter the word Total in cell A7.
- Enter a SUM function in cell B7 to calculate the total of cells B4:B6.
- Use AutoFill to copy the formula to cells C7:E7.
- Apply the Total cell style to cells A7:E7.
- 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.
Modify the pie chart as follows:
- Apply the Layout 2 Quick Layout.
- Move the chart so it appears below the sales data.
- 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.
Modify the column chart as follows:
- If necessary, modify the chart so each location is represented by a data series and the popcorn types are listed along the x axis.
- Change the chart title to: August Sales
- Apply the Style 5 chart Quick Style.
- Display the chart data labels using the Center option.
- If necessary, move the chart so it is next to the pie chart and the top of the charts are aligned.
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.
- Change the orientation so the page is wider than it is tall.
- Change the printing scale so all columns will print on a single page.
Top’t Corn is considering a new truck purchase. Calculate the total cost of the loan.
- Change the color of the TruckLoan worksheet tab to Light Blue. Use the seventh color from the left in the row of Standard colors.
- Set the width of column B to 17.
- In cell B6, enter a formula to calculate the total paid over the life of the loan (the monthly payment amount in cell B4 * the number of payments in cell B2). Use cell references.
- In cell B7, enter a formula to calculate the total interest paid over the life of the loan (the total payments in cell B6 – the original price of the truck in cell B1). Use cell references.
- Apply borders using the Thick Outside Borders (Thick Box Border on a Mac) option around cells A6:B7.
- In cell A10, type: Buy new truck?
- 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.
Complete the following steps in the TysonsStore2022 worksheet:
- Select cells A2:A32, and apply the Short Date date format.
- 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.
- 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.
- Create a named range DailyTotal for cells F2:F32.
- In cell K3, enter a formula using the named range DailyTotal to calculate the average daily sales in dollars.
- In cell K4, enter a formula using the named range DailyTotal to find the lowest daily sales in dollars.
- In cell K5, enter a formula using the named range DailyTotal to find the highest daily sales in dollars.
- Go to the OnlineSales worksheet and format the sales data as a table using the table styleGold, Table Style Light 11.
- Sort the data alphabetically by values in the Item column.
- Filter the table to show only rows where the value in the State column is NJ.
- Save and close the workbook.
- Upload and save your project file.
Submit project for grading.
