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Instructions SC EX365 2021 CS4 7a 3
Instructions SC EX365 2021 CS4 7a 3
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.
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Shelly Cashman Excel 365/2021 | Modules 4-7: SAM Capstone Project 1a
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.
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Shelly Cashman
10. BaoExcel
also 365/2021 | Modulesthe
wants to visualize 4-7:revenue
SAM Capstone Project
for each 1amedia per quarter.
type of
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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.
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.
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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.
Sort the data in the table in ascending order first by project type and then by
start date, both in ascending order.
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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.
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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.
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Shelly Cashman
32. BaoExcel
wants365/2021 | Modules
to list the 4-7:
property SAM Capstone
information in theProject
range1aF15:I19 using his
preferred format.
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Shelly Cashman Excel 365/2021 | Modules 4-7: SAM Capstone Project 1a
Final Figure 1: U.S. Worksheet
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