Instructions SC EX365 2021 CS4 7a 3

Shelly Cashman Excel 365/2021 | Modules 4-7: SAM Capstone Project 1a
Victoria Streaming Service

CONSOLIDATE DATA AND USE FINANCIAL FUNCTIONS, TABLES, AND
CHARTS
GETTING STARTED
 Save the file SC_EX365_2021_CS4-7a_FirstLastName_1.xlsx as
SC_EX365_2021_CS4-7a_FirstLastName_2.xlsx
 Edit the file name by changing “1” to “2”.
 If you do not see the .xlsx file extension, do not type it. The file extension will
be added for you automatically.
 To complete this Project, you will also need the following files:
 Support_EX365_2021_CS4-7a_Media.txt
 Support_EX365_2021_CS4-7a_Properties.html
 Support_EX365_2021_CS4-7a_Revenue.xlsx
 With the file SC_EX365_2021_CS4-7a_FirstLastName_2.xlsx open, ensure
that your first and last name is displayed in cell B6 of the Documentation
worksheet.
 If cell B6 does not display your name, delete the file and download a new copy.
PROJECT STEPS
1. Bao Phan is a financial analyst for Victoria Streaming Service (VSS), a website
that streams movies and TV shows to subscribers in the United States, Canada,
and the United Kingdom. He is tracking sales for the year and asks for your help
in projecting future sales and visualizing the sales data.
The U.S., Canada, and U.K. worksheets have the same structure and contain
similar data. Group the U.S., Canada, and U.K. worksheets to make changes to
the three worksheets at the same time. The first change is to display today's
date.
In cell H1 of the U.S. worksheet, enter a formula using the TODAY function to
display today's date.
2. Use the text in cell H5 to fill the range I5:K5 with the names of the remaining
quarters in the year.
3. VSS has applied a goal of increasing revenue to $90,000 in the fourth quarter of
next year. For Quarter 1, Bao estimates $84,309 in revenue, which is the
average revenue per quarter from the current year.
Project the revenue in Quarters 2 and 3 by filling the series for the first
projection (range H7:K7) with a linear trend.
4. Bao is confident that revenue will increase by at least 2 percent per quarter
next year. He wants to calculate these revenue goals in a second projection.
This study source was downloaded by 100000874736467 from CourseHero.com on 10-31-2023 08:28:19 GMT -05:00
https://www.coursehero.com/file/188871642/Instructions-SC-EX365-2021-CS4-7a-3docx/
Project next year's revenue in the second projection (range H9:K9) based on a
growth series using 1.02 as the step value.
5. Bao wants to consolidate the sales data in the U.S., Canada, and U.K.
worksheets on the All Locations worksheet.
Ungroup the worksheets, go to the All Locations worksheet, and then

consolidate the data as follows:
a. In cell B6, enter a formula using the SUM function and a 3D reference to
total the revenue from Action movies in Quarter 1 (cell B6) in the U.S.,
Canada, and U.K.
b. Copy the formula in cell B6 to calculate the revenue from the other types
of movies for all four quarters (range B7:B11 and C6:E11), pasting the
formula only.
6. Bao wants to round the total sales values so that they are easier to remember.
a. In cell B12, add the ROUNDUP function to display the total sales for
Quarter 1 rounded up to 0 decimal places.
b. Fill the range C12:F12 with the formula in cell B12.
7. In cell F14, Bao wants to display the total revenue from the previous year. This
data is stored in another workbook. Insert the total as follows:
a. Open the file Support_EX365_2021_CS4-7a_Revenue.xlsx.
b. In cell F14 of Bao's workbook, insert a formula using an external reference
to the total revenue (cell F12) in the All Locations worksheet in the
Support_EX365_2021_CS4-7a_Revenue.xlsx workbook.
8. Bao wants to visualize how the revenue for each type of media contributed to
the total revenue for the four quarters.
Create a chart as follows to illustrate this information:

a. Create a 3-D Pie chart that shows how the revenue from each type of
media (range A6:A11) contributed to the total revenue (range F6:F11).
b. Move and resize the chart so that the upper-left corner is in cell A15 and
the lower-right corner is in cell E30.
9. Format the 3-D Pie chart as follows to make it easier to interpret:
a. Add data labels to the chart on the Outside End of each slice.
b. Display only the Category Name and Percentage amounts in the data
labels.
c. Change the number format of the data labels to Percentage with 1
decimal place.
d. Explode the largest slice (Comedy) by 10 percent.
e. Change the chart colors to Monochromatic Palette 1 to coordinate with
the data source range.
f. Apply Style 8 to the chart to simplify the chart design.
g. If present, remove the chart title which is not necessary for this chart.
Shelly Cashman
10. BaoExcel
also 365/2021 | Modulesthe
wants to visualize 4-7:revenue
SAM Capstone Project
for each 1amedia per quarter.
type of
Create a chart as follows to illustrate this information:

a. Use the Quick Analysis tool to create a Stacked Column chart that
compares the revenue from each type of media for Quarters 1–4 (range
A5:E11). [MAC HINT: Select Stacked Column chart from Recommended
Charts under the Insert tab.]
b. Switch the rows and columns to compare the four quarters of data rather
than the six types of media.
c. Move and resize the chart so that the upper-left corner is in cell F15 and
the lower-right corner is in cell K37.
11. Bao decides he wants the chart to compare revenue from movies only. Modify
the Stacked Column chart as follows to meet his request and make the chart
more meaningful:
a. Remove the TV Shows data series from the chart.
b. Add a Data Table with legend keys to the chart.
c. Use Movie Revenue as the chart title.
d. Remove the legend, which repeats information in the data table.
12. Bao has a text file that describes the types of media the company provides.
Import the text file as follows:
a. Get data from the Text/CSV file Support_EX365_2021_CS4-
7a_Media.txt.
b. Edit the text file before loading it to use the first row as headers.
c. In the Power Query Editor window, choose to close and load to a location
in the worksheet. [MAC Hint: Use Text Import Wizard to import data as tab
delimited text.]
d. View the imported data as a table and insert the data in cell H5 of the
existing worksheet. [MAC Hint: Import data as text and update the table
name from "Table_2" to "Support_EX365_2021_CS4_7a_Media".]
e. Apply Blue, Table Style Medium 2 to the imported table to coordinate
with the rest of the worksheet contents. [MAC Hint: Format as Table using
Blue, Table Style Medium 2.]
13. Bao decides that he might want to sort and filter the revenue data. Format the
range A5:F12 as a table with headers.
Shelly Cashman Excel
14. Go to the365/2021 | Modules
Original Content 4-7: SAM Capstone
worksheet, Project
which lists 1a and TV shows that VSS
movies
is developing itself and indicates whether each project is approved for
production. Bao wants to list the approved projects in a separate part of the
worksheet.
Use an advanced filter as follows to list these projects in a new range:

a. In cell F26, type Yes as the value to filter on in the criteria range.
b. Create an advanced filter using the Projects table (range A1:F23) as the
List range.
c. Use the range A25:F26 as the Criteria range.
d. Copy the results to another location, starting in the range A28:F28.
e. Insert a table using the range A28:F36 as the data and specifying that the
table has a header row.
f. Filter the new table to display only data for TV shows.
15. VSS wants to delay the development of dramas that have not been approved
because dramas have not been selling well. Bao asks you to identify these
projects on the Original Content worksheet.
Add a column to the Projects table and determine which projects meet the
criteria as follows:
a. Add a column to the right of the Approved? column.
b. Type Delay? as the column heading.
c. In cell G2, enter a formula using the AND function that includes structured
references to display TRUE if a project has a [Project Type] of "Drama"
and an [Approved?] value of "No". Fill the range G3:G23 with the
formula in cell G2 if Excel does not do so automatically.
16. Bao asks you to identify the projects with budgets of $25,000 or more, those
with budgets of $15,000 or more, and those with budgets less than $15,000.
a. In the Budget column (range E2:E23), create a new Icon Set Conditional
Formatting rule using the 3 Symbols (Circled) indicators.
b. Display the green circled symbol in cells with a Number type value greater
than or equal to 25000.
c. Display the yellow circled symbol in cells with a Number type value
greater than or equal to 15000.
d. Display the red circled symbol in cells with a Number type value less than
15000.
17. The range I1:J13 lists project details, including the ID code that VSS producers
use to refer to the projects. Bao wants to find a simple way to look up a project
name based on its ID.
Create a formula that provides this information as follows:

a. In cell J3, begin to enter a formula using the XLOOKUP function.
b. Use the Project ID (cell J2) as the lookup value.
c. Use the range A2:A23) as the lookup_array.
d. Use the range B2:B23 (column 2) as the return_array.
18. Bao also wants to list the start date of the project identified in cell J2.
Shelly Cashman Excel
In cell J4,365/2021 | Modules
enter a formula 4-7:the
using SAM Capstone function
XLOOKUP Project 1a
that looks up the value
in cell J2 in the range A2:A23, and then returns the corresponding start date as
an exact match.
19. Bao also wants to calculate the number of projects that have a budget of more
than $15,000 and determine the average budget amount for comedy projects.
Create formulas that provide this information as follows:

a. In cell J8, create a formula using the DCOUNT function to count the
number of projects with budget amounts more than $15,000, using the
Projects table (Projects[#All]) as the database, "Budget" as the field,
and the range I6:I7 as the criteria.
b. In cell J13, create a formula using the DAVERAGE function to average the
budget amounts for Comedy projects in the Projects table, using the range
I11:I12 as the criteria.
20. Finally, Bao wants to summarize the number of projects proposed by the project
type and calculate their total and average budget amounts.
Calculate this information for Bao as follows:

a. In cell J16, enter a formula using the COUNTIF function that counts the
number of Action movie projects, using Projects[Project Type] as the
range and cell I16 as the criteria.
b. Fill the range J17:J19 with the formula in cell J16.
c. In cell K16, enter a formula using the SUMIF function that totals the
budget for Action movie projects, using Projects[Project Type] as the
range, cell I16 as the criteria, and Projects[Budget] as the sum_range.
d. Fill the range K17:K19 with the formula in cell K16.
e. In cell L16, enter a formula using the AVERAGEIF function that averages
the budget amounts for Action movie projects.
f. Fill the range L17:L19 with the formula in cell L16.
21. Bao wants to compare the projects by project type, start date, and budget.
Insert a chart as follows to provide this comparison:
a. Insert a Treemap chart based on the range C1:E23.
b. Use Projects by Date and Budget as the chart title.
c. Change the font size of the chart title to 12 point.
d. Move the chart so that its upper-left corner is in cell I21 and its lower-right
corner is in cell O37.
22. Go to the Subtotals worksheet, which lists the same projects as on the Original
Content worksheet. Bao wants to display the data by project type, and then list
the projects by start date. (Hint: You must complete all actions in this step and
the following step correctly to receive full credit.)
Sort the data in the table in ascending order first by project type and then by
start date, both in ascending order.
Shelly Cashman
23. BaoExcel
also 365/2021 | Modulessubtotals
wants to calculate 4-7: SAM for
Capstone Project 1a
each funding type.
a. Convert the table to a range.
b. Insert a subtotal at each change in the Project Type value.
c. Use the Sum function to calculate the subtotals.
d. Add subtotals to the Budget values only.
e. Include a summary below the data.
f. Collapse the outline to display only the subtotals for each project type and
the grand total.
24. Go to the Expansion Funding worksheet. VSS is considering whether to expand
into selling portable media devices for viewing their streaming content. The
company would buy the devices from a manufacturer and then ship them from
a distribution center. Bao is seeking funding for the expansion and wants to
create a loan analysis to cover the cost of the distribution center.
First, Bao wants to update and define names in the worksheet as follows:
a. Delete the Loan_Calculator defined name.
b. For cell B8, edit the defined name to use Loan_Amount as the name.
c. In the range D4:D8, create defined names based on the values in the
range C4:C8.
25. Bao needs to calculate the monthly payment for a loan to purchase the
distribution center. Calculate the payment as follows:
a. In cell D6, start to enter a formula using the PMT function.
b. Divide the Rate (cell D4) by 12 to use the monthly interest rate.
c. Use the Term_in_Months (cell D5) to specify the number of periods.
d. Use the Loan_Amount (cell B8) to include the present value.
e. Display the result as a positive amount.
26. Calculate the total interest and cost as follows:
a. In cell D7, enter a formula without using a function that multiples the
Monthly_Payment (cell D6) by the Term_in_Months (cell D5), and then
subtracts the Loan_Amount (cell B8) from the result to determine the
total interest.
b. In cell D8, enter a formula without using a function that adds the Price
(cell B6) to the Total_Interest (cell D7) to determine the total cost.
27. Bao wants to compare monthly payments for interest rates that vary from 3.85
to 5.05 percent and for terms of 120, 180, and 240 months. He has already set
up the structure for a data table in the range A12:D25.
Create a two-variable data table as follows to provide the comparison that Bao
requests:
a. In cell A12, enter a formula without using a function that references the
Monthly_Payment amount (cell D6) because Bao wants to compare the
monthly payments.
b. Based on the range A12:D25, create a two-variable data table that uses
the term in months (cell D5) as the row input cell and the rate (cell D4) as
the column input cell.
Shelly Cashman
28. BaoExcel 365/2021
has three other| Modules 4-7:purchasing
options for SAM Capstone Project 1a center. In the first
the distribution
scenario, he would pay off the loan in 10 years at an interest rate of 4.45
percent. He wants to determine the monthly payment for the first scenario.
In cell G10, insert a formula using the PMT function using the monthly interest
rate (cell G6), the loan period in months (cell G8), and the loan amount (cell
G4) to calculate the monthly payment for the 10 Years scenario.
29. In the second scenario, Bao could pay back the loan in 15 years and make a
monthly payment of $16,000 at an annual interest rate of 4.4 percent. He wants
to know the loan amount he should request with those conditions.
In cell H4, insert a formula using the PV function and the monthly interest rate
(cell H6), the loan period in months (cell H8), and the monthly payment (cell
H10) to calculate the loan amount for the 15 Years scenario.
30. In the third scenario, Bao could pay back the loan for 5 years with a monthly
payment of $20,000 at an annual interest rate of 4.55 percent and then
renegotiate better terms. He wants to know the amount remaining on the loan
after 5 years, or the future value of the loan.
In cell I11, insert a formula using the FV function and the rate (cell I6), the
number of periods (cell I8), and the monthly payment (cell I10) to calculate the
future value of the loan for the 5 Years scenario.
31. Bao is also considering other properties to purchase. The worksheet should list
information about these properties, which is contained in a webpage.
Import data from the webpage as follows:

a. In the Expansion Funding worksheet, get data from the webpage
Support_EX365_2021_CS4-7a_Properties.html. (Hint: Use Windows
Explorer to copy the path to the webpage, and then type
\Support_EX365_2021_CS4-7a_Properties.html at the end of the
path.) [MAC Hint: Open the Support_EX365_2021_CS4-7a_Properties.html
file in Excel.]
b. Import only the Candidate Properties data. [MAC Hint: Copy the range
A1:E7 from the Support_EX365_2021_CS4-7a_Properties.html file.]
c. Load the webpage data as a table to cell F26 in the existing worksheet.
[MAC Hint: Paste the range copied above into cell F26 of the Expansion
Funding worksheet.]
d. Format the imported data in the range F26 using Blue, Table Style
Medium 2. [MAC Hint: Format as Table using Blue, Table Style Medium 2.]
Shelly Cashman
32. BaoExcel
wants365/2021 | Modules
to list the 4-7:
property SAM Capstone
information in theProject
range1aF15:I19 using his
preferred format.
Incorporate the imported data in the range F15:I19 as follows:

a. In cell F15, enter a formula using the PROPER function to capitalize the
first letter in each word in the Type text in cell F27.
b. Fill the range F16:F19 with the formula in cell F15 to list the remaining
property types.
c. In cell G15, enter a formula using the CONCAT function that displays the
first name shown in cell H27 followed by a space (" "), and then the last
name shown in cell I27.
d. Fill the range G16:G19 with the formula in cell G15 to list the full names of
the remaining contacts.
e. In cell H15, enter a formula using the RIGHT function to insert the last 2
characters on the right of cell G27. Copy the formula in cell H15 to the
range H16:H19.
f. In cell I15, enter a formula using the LEFT function to insert the first 2
characters on the left of cell J27. Copy the formula in cell I15 to the range
I16:I19.
g. Hide rows 26 to 32 so the worksheet does not display duplicated data.
Your workbook should look like the Final Figures on the following pages. Save your
changes, close the workbook, and then exit Excel. Follow the directions on the website to
submit your completed project.
Final Figure 1: U.S. Worksheet
Final Figure 2: Canada Worksheet
Final Figure 3: U.K. Worksheet
Final Figure 4: All Locations Worksheet
Final Figure 5: Original Content Worksheet
Final Figure 6: Subtotals Worksheet
Final Figure 7: Expansion Funding Worksheet
Powered by TCPDF (www.tcpdf.org)

Instructions SC EX365 2021 CS4 7a 3

Uploaded by

Document Information

Original Description:

Original Title

Copyright

Available Formats

Share this document

Share or Embed Document

Sharing Options

Did you find this document useful?

Is this content inappropriate?

Copyright:

Available Formats

Instructions SC EX365 2021 CS4 7a 3

Uploaded by

Copyright:

Available Formats

Shelly Cashman Excel 365/2021 | Modules 4-7: SAM Capstone Project 1a

Victoria Streaming Service

Ungroup the worksheets, go to the All Locations worksheet, and then

Create a chart as follows to illustrate this information:

Create a chart as follows to illustrate this information:

Use an advanced filter as follows to list these projects in a new range:

Create a formula that provides this information as follows:

Create formulas that provide this information as follows:

Calculate this information for Bao as follows:

Import data from the webpage as follows:

Incorporate the imported data in the range F15:I19 as follows:

Final Figure 2: Canada Worksheet

Final Figure 3: U.K. Worksheet

Final Figure 4: All Locations Worksheet

Final Figure 5: Original Content Worksheet

Final Figure 6: Subtotals Worksheet

Final Figure 7: Expansion Funding Worksheet

You might also like