Simnet 2016: Excel 2016 Capstone Project EX-2 - Working with Sales Data (Modified 2018, Update 2025)

SIMnet 2016: Excel 2016
Capstone Project Level 2
Excel 2016 Capstone Project EX-2
Working with Sales Data
In this project, you will work with sales data from Top’t Corn, a popcorn company with an online store, multiple
food trucks, and one store in a local shopping mall. You will begin by entering sales data for the four food truck
locations, formatting the data, and calculating totals. You will create a pie chart to represent the sales 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 the new truck purchase is a good idea. Working
with the daily sales data for the brick-and-mortar store you will 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:
• Insert a worksheet
• Name a worksheet
• Move a worksheet
• Enter text
• Enter numbers
• Edit text
• Apply a cell style
• Merge and center text across cells
• Apply bold formatting
• Add cell shading
• Change font color
• Apply number formatting
• Autofit a column
• Enter a SUM function
• Copy formula using AutoFill
• Insert a pie chart
• Change the chart title
• Hide the chart legend
• Show chart data labels
• Move a chart
• Insert a column chart
• Switch the row/column in a column chart
• Apply a chart Quick Style
Step 1
• Preview how a worksheet will look when
printed
• Change worksheet orientation
• 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
• 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
• Enter an AVERAGE function
• Use the MIN function in a formula
• Use the MAX function in a formula
• Convert data into a table
• Apply a table Quick Style
• Sort data in a table
• Filter data in a table
• Close a workbook
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start file
1. Open the start file EX2016-Capstone-Level2. 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.
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SIMnet 2016: Excel 2016
Capstone Project Level 2
2. 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.
3. Insert a new worksheet and rename it: Trucks
4. If necessary, move the Trucks worksheet so it appears first in the workbook.
5. Enter the text and sales data as shown in Figure 1.
Figure 1
6. Format the data as follows:
a.
Apply the Heading 1 cell style to cell A1.
b. Merge and center cells A1:E1.
c.
Apply the Heading 2 cell style to cell B2.
d. Merge and center cells B2:E2.
e.
f.
Bold cells B3:E3 and cells A4:A6.
Apply the Blue, Accent 1 fill color to cells B3:E3.
g. Apply the White, Background 1 font color to cells B3:E3.
h. Apply the Accounting Number Format with 0 digits after the decimal to cells B4:E6.
i.
AutoFit columns A:E.
7. Calculate total sales for each of the truck locations.
a.
Enter the word Total in cell A7.
b. Enter a SUM function in cell B7 to calculate the total of cells B4:B6.
c.
Use AutoFill to copy the formula to cells C7:E7.
d. Apply the Total cell style to cells A7:E7.
8. Insert a 2-D pie chart to show the sales of Old Bay popcorn for the month by location. Each piece of the
pie should represent the 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.
9. Modify the pie chart as follows:
a.
Change the chart title to: Old Bay Sales by Location
b. Hide the chart legend.
c.
Display the chart data labels using the Data Callout option.
d. Move the chart so it appears below the sales data.
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Capstone Project Level 2
10. Insert a 2-D clustered column chart to show the sales for each type of popcorn for each location. Do not
include the totals. Each location should be represented by a data series and the popcorn types should be
listed along the x axis. 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.
11. Modify the column chart as follows:
a. Change the chart title to: July Sales by Popcorn Type
b. Apply the Style 8 chart Quick Style.
c.
If necessary, move the chart so it is next to the pie chart and the top of the charts are aligned.
12. 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.
a.
Change the orientation so the page is wider than it is tall.
b. Change the printing scale so all columns will print on a single page.
13. Top’t Corn is considering a new truck purchase. Calculate the total cost of the loan.
a.
Change the color of the Loan worksheet tab to Blue, Accent 5.
b. Set the width of column B to 13.
c.
In cell B6, enter a formula to calculate the total paid over the life of the loan (the monthly payment
amount in cell B5 * the number of payments in cell B2). Use cell references.
d. 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.
e.
Apply borders using the Thick Outside Borders option to cells A5:B7.
f. In cell A10, type: Buy new truck?
g. In cell B10, enter a formula using the IF function to display Buy it! if the monthly payment for the
truck loan in cell B5 is less than the value in cell B9. Display Pass if it is not. Use cell references.
14. Complete the following steps in the TysonsStore worksheet:
a.
Select cells A2:A32, and apply the Short Date date format.
b. 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 J1. Use an absolute reference where appropriate
and copy the formula to cells F3:F32.
c.
In cell G2, enter a formula using the IF function to determine whether the daily sales goal in cell J2
was met. Display yes if the daily sales were greater than or equal to the daily sales goal. Display no if
they were not. Use an absolute reference where appropriate and copy the formula to cells G3:G32.
d. Create a named range DailySales for cells F2:F32.
e.
In cell J3, enter a formula using the named range DailySales to calculate the average daily sales in
dollars.
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SIMnet 2016: Excel 2016
Capstone Project Level 2
f.
In cell J4, enter a formula using the named range DailySales to find the lowest daily sales in dollars.
g. In cell J5, enter a formula using the named range DailySales to find the highest daily sales in dollars.
15. Go to the OnlineSales worksheet and format the sales data as a table using the table style Gold, Table
Style Light 12. Hint: The table data include headers.
Step 2
Upload &
Save
Step 3
Grade my
Project
Go to the OnlineSales worksheet and format the sales data as a table using the table
style Table Style Light 12. Hint: The table data include headers.
16. Sort the data alphabetically by values in the Item column.
17. Filter the table to show only rows where the value in the State column is MD.
18. Save and close the workbook.
19. Upload and save your project file.
20. Submit project for grading.
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