# Week 8: capstone instructions: excel 365/2019 – level 3 working with

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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 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 Top’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. Y ou will also calculate the sales for each date, and the average, minimum, and maximum sales. You will use Goal Seek to find the appropriate price to reach a higher daily average sales goal. You will use VLOOKUP to look up sales data for a specific date. Finally, you will work with their online sales data to format it as an Excel table and apply sorting and filtering. You will create a PivotTable and a PivotChart from a copy of the online sales data to summarize the sales.

Skills needed to complete this project:

- Open a workbook
- Copy a worksheet to another workbook
- 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
- Calculate a loan payment with PMT
- 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
- Hide a worksheet
- Apply date formats
- Apply Top Ten conditional formatting
- 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
- Wrap text
- Analyze data with Goal Seek
- Use the VLOOKUP function in a formula
- Convert data into a table
- Apply a table Quick Style
- Use the table Total row
- Sort data in a table
- Filter data in a table
- Create a PivotTable
- Create a PivotChart
- Unhide a worksheet

**Note:** Download the resource file needed for this project from the **Resources** link. Make sure to extract the file after downloading the resources zipped folder. Visit the **SIMnet Instant Help** for step-by-step instructions.

- Open the start file
**EX2019-Capstone-Level3**.**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 - Copy the
**OldTownStore**worksheet from the**OldTownSales**workbook (downloaded from the Resources link) to the capstone project.- Open the Excel file
*OldTownSales*. - Copy the worksheet
**OldTownStore**. In the*Move or Copy*dialog, be sure to check the**Create a copy**check box and select your capstone project Excel file from the**To book**drop-down list. Make the correct selection to ensure the copied worksheet will appear at the end after the**TysonsStore2018**worksheet in your capstone workbook. - Close the
**OldTownSales**workbook when you have successfully copied the*OldTownStore*worksheet to the capstone workbook. - Before continuing, verify that you are working in the capstone project that you downloaded and not the
*OldTownSales*workbook that you downloaded from the Resources link.

- Open the Excel file
- Insert a new worksheet and rename it: MobileSales
- If necessary, move the
**MobileSales**worksheet so it appears first in the workbook. - In the
*MobileSales*worksheet, enter the text and sales data as shown in the table below. Check your work carefully.

**A**

**B**

**C**

**D**

**E**

**1**

Top’t Corn Mobile Sales (July)

**2**

Truck Location

**3**

Farragut Square

GW

Georgetown

K Street

**4**

Old Bay

2500

800

600

900

**5**

Truffle

3200

600

1200

1500

**6**

Sea Salt and Caramel

4200

1500

1400

1200

- Still working with the
*MobileSales*worksheet, format the data as follows:- Apply the
**Title**cell style to cell**A1**. - Apply the
**Purple**fill color to cell**A1**. Use the first color at 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**.

- Apply the
- In the
*MobileSales*worksheet, 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**.

- Enter the word Total in cell
- In the
*MobileSales*worksheet, 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 thesales for a single location.**Old Bay****Note:**You must complete this step correctly in order to receive points for completing the next step. Check your work carefully. - Working with the pie chart you just created, modify the pie chart as follows:
- Apply the
**Layout 6 Quick Layout**. - Move the chart so it appears below the sales data.

- Apply the
- In the
*MobileSales*worksheet 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. - Working with the column chart you just created, 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: July 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
*MobileSales*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 margins to the preset narrow option.
- Change the printing scale so all columns will print on a single page.

- Top’t Corn is considering a new truck purchase. Calculate the monthly loan payments and total cost

of the loan.- Insert a new worksheet between the
*MobileSales*sheet and the*OnlineSales*sheets. - Name the new worksheet: TruckLoan
- Change the color of the
*TruckLoan*worksheet tab to**Orange**. Use the third color from the left in the row of Standard colors. - Enter the loan terms in the
*TruckLoan*worksheet as shown below.

- Insert a new worksheet between the

**A**

**B**

**1**

Price

55000

**2**

Interest (annual)

3%

**3**

Loan term (in months)

24

**4**

Monthly payment

- AutoFit column
**A**. - Set the width of column
**B**to**16**. - Apply the
**Currency**number format to cell**B1**. Display two digits after the decimal. - Enter a formula using the
**PMT**function in cell**B4**. Be sure to use a negative value for the*Pv*argument. - In cell
**A6**, type: Total payments - In cell
**B6**, enter a formula to calculate the total paid over the life of the loan (the monthly payment amount * the number of payments). Use cell references. - In cell
**A7**, type: Interest paid - In cell
**B7**, enter a formula to calculate the total interest paid over the life of the loan (the total payments – the original price of the truck). Use cell references. - Apply borders using the
**Thick Outside Borders**option around cells**A6:B7**. - In cell
**A9**, type: Average sales - In cell
**B9**, enter a formula to calculate the average sales per month for the truck locations. Hint: Use cells**B7:E7**from the*MobileSales*worksheet as the function argument. - Apply the
**Currency**number format to cell**B9**. Display two digits after the decimal. - 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. - This workbook includes two worksheets for data from the Tysons store. You should only be working with the latest data from 2019.
- Hide the
**TysonsStore2018**worksheet.

- Hide the
- Complete the following steps in the
*TysonsStore2019*worksheet:- Select cells
**A2:A32**, and apply the**Short Date**date format. - Find the top ten sales items for the month. Select cells
**B2:D32**and use conditional formatting to apply a**green fill with dark green text**to the**top 10**values. - 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. - Wrap the text in cell
**J7**. - Use
**Goal Seek**to find the new price per box (cell**K8**) to reach a new daily average sales goal of $3,000 in cell**K7**. Accept the solution found by Goal Seek. - Modify cell
**K8**to show two places after the decimal. - Create a named range SalesData for cells
**A2:G32**. - In cell
**K10,**enter 8/19/2019 as the lookup date. - In cell
**K11,**enter a formula using VLOOKUP to display whether or not the sales goal was met for the date listed in cell**K10**. Use the named range**SalesData**for the*Table_array*argument. The formula should return the value in the*Sales Goal Met?*column (column**7**in the data array) only when there is an**exact**match.

- Select cells
- Make a copy of the
**OnlineSales**worksheet and name it PivotData. The**PivotData**worksheet should be the last worksheet in the workbook. - Go to the
**OnlineSales**worksheet and format the sales data as a table using the table style**Aqua, Table Style Light 9**. - Continue working with the table on the
*OnlineSales*worksheet and display the table**Total**row.- Display the total for the
**Quantity**column. - Remove the count from the
**State**column.

- Display the total for the
- Continue working with the table on the
*OnlineSales*worksheet and sort the data alphabetically by values in the**Item**column. - Continue working with the table on the
*OnlineSales*worksheet and filter the table to show only rows where the value in the**State**column is**MD**. - Create a PivotTable using the data in cells
**A3:D120**from the data in the**PivotData**worksheet. The PivotTable should appear on its own worksheet. Use values from the**Item**column as the rows and the sum of values in the**Quantity**column as the values. - Name the PivotTable worksheet: PivotTable It should be located to the left of the
*PivotData*worksheet. - Insert a PivotChart on the
*PivotTable*worksheet. Use a pie chart to represent the total quantity

for each item. If necessary, move the PivotChart to the right of the PivotTable so it does not cover the data. - This workbook includes a hidden worksheet with online sales data from the 2018 buy one get one free sale.
- Unhide the
**BOGOSale2018**worksheet.

- Unhide the
- Save and close the workbook.
- Upload and save your
**project file**. - Submit project for grading.

**Note:** Download the resource file needed for this project from the **Resources** link. Make sure to extract the file after downloading the resources zipped folder. Visit the **SIMnet Instant Help** for step-by-step instructions.

- Open the start file
**EX2019-Capstone-Level3**.**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 - Copy the
**OldTownStore**worksheet from the**OldTownSales**workbook (downloaded from the Resources link) to the capstone project.- Open the Excel file
*OldTownSales*. - Copy the worksheet
**OldTownStore**. In the*Move or Copy*dialog, be sure to check the**Create a copy**check box and select your capstone project Excel file from the**Move selected sheets to book**drop-down list. Make the correct selection to ensure the copied worksheet will appear at the end after the**TysonsStore2018**worksheet in your capstone workbook. - Close the
**OldTownSales**workbook when you have successfully copied the*OldTownStore*worksheet to the capstone workbook. - Before continuing, verify that you are working in the capstone project that you downloaded and not the
*OldTownSales*workbook that you downloaded from the Resources link.

- Open the Excel file
- 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.

**A**

**B**

**C**

**D**

**E**

**1**

Top’t Corn Mobile Sales (July)

**2**

Truck Location

**3**

Farragut Square

GW

Georgetown

K Street

**4**

Old Bay

2500

800

600

900

**5**

Truffle

3200

600

1200

1500

**6**

Sea Salt and Caramel

4200

1500

1400

1200

- Format the data as follows:
- Apply the
**Title**cell style to cell**A1**. - Apply the
**Purple**fill color to cell**A1**. Use the first color at 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**.

- Apply the
- 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**.

- Enter the word Total in cell
- 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
sales for a single location.**Old Bay****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 6 Quick Layout**. - Move the chart so it appears below the sales data.

- Apply the
- 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: July 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 margins to the preset narrow option.
- Change the printing scale so all columns will print on a single page.

- Top’t Corn is considering a new truck purchase. Calculate the monthly loan payments and total cost

of the loan.- Insert a new worksheet between the
*MobileSales*sheet and the*OnlineSales*sheets. - Name the new worksheet: TruckLoan
- Change the color of the worksheet tab to
**Orange**. Use the third color from the left in the row of Standard colors. - Enter the loan terms as shown below.

- Insert a new worksheet between the

**A**

**B**

**1**

Price

55000

**2**

Interest (annual)

3%

**3**

Loan term (in months)

24

**4**

Monthly payment

- AutoFit column
**A**. - Set the width of column
**B**to**16**. - Apply the
**Currency**number format to cell**B1**. Display two digits after the decimal. - Enter a formula using the
**PMT**function in cell**B4**. Be sure to use a negative value for the*Pv*argument. - In cell
**A6**, type: Total payments - In cell
**B6**, enter a formula to calculate the total paid over the life of the loan (the monthly payment amount * the number of payments). Use cell references. - In cell
**A7**, type: Interest paid - In cell
**B7**, enter a formula to calculate the total interest paid over the life of the loan (the total payments – the original price of the truck). Use cell references. - Apply borders using the
**Thick Outside Borders**option around cells**A6:B7**. - In cell
**A9**, type: Average sales - In cell
**B9**, enter a formula to calculate the average sales per month for the truck locations. Hint: Use cells**B7:E7**from the*MobileSales*worksheet as the function argument. - Apply the
**Currency**number format to cell**B9**. Display two digits after the decimal. - 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. - This workbook includes two worksheets for data from the Tysons store. You should only be working with the latest data from 2019.
- Hide the
**TysonsStore2018**worksheet.

- Hide the
- Complete the following steps in the
**TysonsStore2019**worksheet:- Select cells
**A2:A32**, and apply the**Short Date**date format. - Find the top ten sales items for the month. Select cells
**B2:D32**and use conditional formatting to apply a**green fill with dark green text**to the**top 10**values. - 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. - Wrap the text in cell
**J7**. - Use
**Goal Seek**to find the new price per box (cell**K8**) to reach a new daily average sales goal of $3,000 in cell**K7**. Accept the solution found by Goal Seek. - Modify cell
**K8**to show two places after the decimal. - Create a named range SalesData for cells
**A2:G32**. - In cell
**K10,**enter 8/19/2019 as the lookup date. - In cell
**K11,**enter a formula using VLOOKUP to display whether or not the sales goal was met for the date listed in cell**K10**. Use the named range**SalesData**for the*Table_array*argument. The formula should return the value in the*Sales Goal Met?*column (column**7**in the data array) only when there is an**exact**match.

- Select cells
- Make a copy of the
**OnlineSales**worksheet and name it PivotData. The**PivotData**worksheet should be the last worksheet in the workbook. - Go to the
**OnlineSales**worksheet and format the sales data as a table using the table style**Aqua, Table Style Light 9**. - Display the table
**Total**row.- Display the total for the
**Quantity**column. - Remove the count from the
**State**column.

- Display the total for the
- 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**MD**. - Create a PivotTable using the data in cells
**A3:D120**from the data in the**PivotData**worksheet. The PivotTable should appear on its own worksheet. Use values from the**Item**column as the rows and the sum of values in the**Quantity**column as the values. - Name the PivotTable worksheet: PivotTable It should be located to the left of the
*PivotData*worksheet. - Insert a PivotChart on the
*PivotTable*worksheet. Use a pie chart to represent the total quantity

for each item. If necessary, move the PivotChart to the right of the PivotTable so it does not cover the data. - This workbook includes a hidden worksheet with online sales data from the 2018 buy one get one free sale.
- Unhide the
**BOGOSale2018**worksheet.

- Unhide the
- Save and close the workbook.
- Upload and save your
**project file**. - Submit project for grading.