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Excel 365/2019 Capstone – Level 2 Working With Sales Data

Windows Â Â Mac

In this project, you will work with sales data from Topâ€™t 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 Topâ€™t 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. Finally, you will work with their 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

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

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

Open the start file EX2019-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: MobileSales

If necessary, move the MobileSales worksheet so it appears first in the workbook.

Enter the text and sales data as shown in the table below. Check your work carefully.ABCDE1Topâ€™t Corn Mobile Sales (August)2Truck Location3Farragut SquareGWGeorgetownK Street4Old Bay2800100070012005Truffle3300700150020006Sea Salt and Caramel4500190018001400

Format the data as follows:

Apply the Heading 1 cell style to cell A1.

Apply the Blue fill color to cell A1. Use the third color from the right in the row of Standard 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 2 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 1 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.

Hint

: You may need to switch the row/column after inserting the chart.

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 by Popcorn Type

Apply the Style 5 chart Quick Style.

Display the chart data labels using the Outside End 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.

Topâ€™t Corn is considering a new truck purchase. Calculate the total cost of the loan.

Change the color of the TruckLoan worksheet tab to Orange. Use the third color from the left in the row of Standard colors.

Set the width of column B to 16.

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 Box Borders 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 TysonsStore2019 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 DailyTotals for cells F2:F32.

In cell K3, enter a formula using the named range DailyTotals to calculate the average daily sales in dollars.

In cell K4, enter a formula using the named range DailyTotals to find the lowest daily sales in dollars.

In cell K5, enter a formula using the named range DailyTotals to find the highest daily sales in dollars.

Go to the OnlineSales worksheet and format the sales data as a table using the table style Orange, Table Style Light 10.

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 DC.

Price
\$
Loan term (in months)
Interest (annual)
Monthly payment
\$
55,000.00
24
3%
2,363.97
Total payments
Interest paid
Average sales
\$
4,500.00
Online Sales During Buy 1 Get 1 Free Sale
Date
Quantity Item
7/30/2019
13 Old Bay
7/30/2019
9 Original Blend
7/30/2019
28 Original Blend
7/30/2019
9 Sea Salt and Caramel
7/30/2019
21 Sea Salt and Caramel
7/30/2019
9 Truffle
7/30/2019
29 Truffle
7/30/2019
20 Original Blend
7/30/2019
17 Old Bay
7/30/2019
20 Truffle
7/30/2019
16 Sea Salt and Caramel
7/30/2019
24 Original Blend
7/30/2019
14 Original Blend
7/30/2019
24 Old Bay
7/30/2019
9 Old Bay
7/30/2019
32 Sea Salt and Caramel
7/31/2019
11 Old Bay
7/31/2019
12 Sea Salt and Caramel
7/31/2019
33 Truffle
7/31/2019
28 Original Blend
7/31/2019
17 Old Bay
7/31/2019
31 Original Blend
7/31/2019
30 Sea Salt and Caramel
7/31/2019
21 Original Blend
7/31/2019
21 Old Bay
7/31/2019
9 Old Bay
7/31/2019
9 Old Bay
7/31/2019
27 Original Blend
7/31/2019
13 Sea Salt and Caramel
7/31/2019
11 Sea Salt and Caramel
7/31/2019
16 Sea Salt and Caramel
7/31/2019
34 Truffle
7/31/2019
35 Truffle
7/31/2019
28 Original Blend
8/1/2019
26 Truffle
8/1/2019
31 Old Bay
8/1/2019
9 Old Bay
8/1/2019
12 Sea Salt and Caramel
8/1/2019
21 Sea Salt and Caramel
8/1/2019
15 Sea Salt and Caramel
8/1/2019
25 Original Blend
8/1/2019
16 Original Blend
8/1/2019
30 Original Blend
8/1/2019
17 Original Blend
State
MD
OH
CA
MO
NJ
VA
DC
AL
MD
DC
MS
NC
VA
NJ
NJ
NY
ID
OH
NY
AL
MD
NC
MS
VA
MD
MD
VA
WV
CA
MO
MS
NY
NY
OH
NY
MD
DC
MS
AL
NC
AL
DC
NY
WV
8/1/2019
8/1/2019
8/1/2019
8/1/2019
8/1/2019
8/1/2019
8/1/2019
8/1/2019
8/1/2019
8/2/2019
8/2/2019
8/2/2019
8/2/2019
8/2/2019
8/2/2019
8/2/2019
8/2/2019
8/2/2019
8/3/2019
8/3/2019
8/3/2019
8/3/2019
8/3/2019
8/3/2019
8/3/2019
8/3/2019
8/3/2019
8/4/2019
8/4/2019
8/4/2019
8/4/2019
8/4/2019
8/4/2019
8/4/2019
8/4/2019
8/4/2019
8/4/2019
8/4/2019
8/4/2019
8/4/2019
8/4/2019
8/4/2019
8/4/2019
8/4/2019
8/4/2019
8/4/2019
8/4/2019
25 Original Blend
22 Truffle
13 Old Bay
16 Sea Salt and Caramel
17 Old Bay
11 Old Bay
20 Original Blend
10 Original Blend
16 Truffle
33 Original Blend
33 Original Blend
16 Sea Salt and Caramel
20 Sea Salt and Caramel
13 Old Bay
24 Truffle
22 Old Bay
10 Truffle
16 Old Bay
25 Original Blend
24 Original Blend
34 Sea Salt and Caramel
11 Old Bay
34 Old Bay
22 Original Blend
29 Truffle
29 Sea Salt and Caramel
23 Sea Salt and Caramel
28 Old Bay
31 Old Bay
34 Sea Salt and Caramel
21 Sea Salt and Caramel
21 Original Blend
33 Original Blend
14 Truffle
12 Old Bay
32 Old Bay
20 Old Bay
9 Truffle
24 Original Blend
31 Sea Salt and Caramel
18 Original Blend
21 Truffle
35 Old Bay
26 Original Blend
16 Old Bay
32 Original Blend
32 Sea Salt and Caramel
OH
VA
VA
DC
MD
WV
AL
SC
SC
OH
NY
NJ
NJ
NY
NY
OH
DC
CA
AL
MS
OH
CA
DC
CA
VA
NJ
WV
MD
DC
NJ
NY
MD
AL
VA
MD
MD
VA
NY
OH
CA
CA
CA
MD
MD
VA
VA
MS
8/4/2019
8/4/2019
8/4/2019
8/4/2019
8/5/2019
8/5/2019
8/5/2019
8/5/2019
8/5/2019
8/5/2019
8/5/2019
8/5/2019
8/5/2019
8/5/2019
8/5/2019
8/5/2019
8/5/2019
8/5/2019
8/5/2019
8/5/2019
8/5/2019
8/5/2019
8/5/2019
8/5/2019
8/5/2019
8/5/2019
22 Original Blend
14 Original Blend
23 Old Bay
16 Truffle
12 Old Bay
28 Truffle
21 Original Blend
10 Original Blend
17 Sea Salt and Caramel
24 Truffle
30 Truffle
31 Sea Salt and Caramel
13 Old Bay
34 Old Bay
11 Original Blend
24 Truffle
9 Truffle
14 Truffle
16 Original Blend
29 Sea Salt and Caramel
32 Old Bay
15 Sea Salt and Caramel
28 Sea Salt and Caramel
18 Truffle
35 Sea Salt and Caramel
9 Old Bay
NC
WV
WV
OH
MD
OH
CA
MD
VA
MD
VA
AL
MD
WV
WV
CA
CA
MO
WV
DC
DC
MD
VA
AL
MS
NC
Date
Old Bay Black Truffle Sea Salt and Caramel Daily Total (# sold) Daily Total (\$)
1-Aug
239
83
209
531
2-Aug
225
185
77
487
3-Aug
45
165
156
366
4-Aug
240
93
177
510
5-Aug
195
215
110
520
6-Aug
25
133
251
409
7-Aug
126
53
196
375
8-Aug
263
141
37
441
9-Aug
26
174
204
404
10-Aug
29
62
29
120
11-Aug
210
238
98
546
12-Aug
269
70
273
612
13-Aug
150
86
224
460
14-Aug
70
189
55
314
15-Aug
221
182
240
643
16-Aug
30
43
206
279
17-Aug
53
143
259
455
18-Aug
274
169
27
470
19-Aug
166
121
101
388
20-Aug
211
66
69
346
21-Aug
114
240
72
426
22-Aug
81
132
267
480
23-Aug
273
241
194
708
24-Aug
266
233
42
541
25-Aug
168
237
273
678
26-Aug
54
265
255
574
27-Aug
165
85
189
439
28-Aug
274
38
55
367
29-Aug
25
222
188
435
30-Aug
121
119
245
485
31-Aug
114
91
257
462
Sales Goal Met?
with Price Increase Current price per box:
\$6
\$
3,186 Daily sales goal:
\$1,500
\$
2,922 Average daily sales:
\$
2,196 Lowest daily sales:
\$
3,060 Highest daily sales:
\$
3,120
\$
2,454 Average sales with price \$
increase
2,762
\$
2,250 New price per box:
\$6
\$
2,646
\$
2,424
\$
720
\$
3,276
\$
3,672
\$
2,760
\$
1,884
\$
3,858
\$
1,674
\$
2,730
\$
2,820
\$
2,328
\$
2,076
\$
2,556
\$
2,880
\$
4,248
\$
3,246
\$
4,068
\$
3,444
\$
2,634
\$
2,202
\$
2,610
\$
2,910
\$
2,772