Lab 20: Excel 3 Advanced

Transcription

1 Lab 20: Excel 3 Advanced ()

2 CONTENTS 1 Lab Topic... Error! Bookmark not defined. 1.1 In-Lab In-Lab Materials In-Lab Instructions Out-Lab Out-Lab Materials Out-Lab Instructions Grading EXL3 - MICROSOFT EXCEL S AUTOFILL TOOL, MULTIPLE WORKSHEETS AND CONDITIONAL In today s lab you will learn how to use the conditional formatting tool that allows you to change the properties of a cell based on the cell value. This creates a visual effect letting you know either cell values are good or bad. You will also learn how to use the AutoFill tool that makes working with Excel easier and be able to create charts. In addition you will learn how to work with multiple worksheets. 1.1 IN-LAB Scenario: Complete the worksheet from last lab. You will need to insert multiple sheets and in addition you will need to use the conditional formatting option In-Lab Materials 1. Microsoft Excel 2. Access to the Internet 3. in-lab_exl2_firstname_lastname.xlsx from last lab In-Lab Instructions Step 1: Get organized 1. You will need in-lab_exl2_firstname_lastname.xlsx from last lab. 2. Rename the file in-lab_exl3_firstname_lastname.xlsx. 2 P a g e

3 Step 2: Working with Worksheets 1. If you look at the lower left of your Excel API you will find double click on Sheet1 and change it to Products. 2. Click on Sheet2 and change the text to Analysis. 3. Rename Sheet3 to Summary 4. Right click on the Products tab and change the Tab Color to the highlighted below: 5. Right-click on the Analysis tab and change the Tab Color to the highlighted below: 6. Change tab color for Summary to the highlighted below: you should have this once you have completed steps 4 to 6 correctly 7. Hold your Shift key and click on Analysis and Summary 8. Highlight A1 to E1 and merge and center 9. Type the following information on the merged cell: Firstname Lastname 10. Highlight A2 to E2 and merge and center 11. Enter today s date in this format mm-dd-yyyy 3 P a g e

4 12. Once you have completed steps 8 through 11 your document should look like this: 13. Go to A5 and enter Month 14. Go to B5 and enter Sales 15. Go to C5 and enter Sales Tax 16. Go to D5 and enter Total Sales 17. Go to E5 and enter Total Expenses 18. Once you have completed Steps 13 through 17 your document should look like this 19. Go to A6 and enter Jan 20. Go to A7 and enter Feb 21. Using the AutoFill Tool drag it down till you get to Dec 22. Now click on the Products tab 23. On K5 type Status. The table theme format should automatically update itself to include the column K. 4 P a g e

5 24. On K6 use an IF statement to determine whether the status is Good or Bad Now enter the values below: The Logical_test tests for the value of a specific cell in this case the first value of Cell G6. Now if the test is true Value_if_true will display or calculate the value in the field in our case Good. If the value is false or not true then it will display the contents of Value_if_false 25. Now highlight G6 through G14 and add a conditional format: 5 P a g e

6 a. Click on Conditional Formatting and select indicators : 6 P a g e

7 26. Click on the Analysis Tab 27. Highlight B6 to E17 and change the cell format to Accounting 7 P a g e

8 28. Now starting on B6 enter the following information: 29. Go to cell G4 and enter Michigan Sales Tax. Resize the column to fit the title. Go to H6 and enter.08 and covert it to percentage with no decimal places. 30. At C6 calculate the value of the sales tax based on Michigan s Sales Tax. Use the formula bar to create a formula the $ symbol before the H and 4 are absolute structures not dollar signs. This means that we are telling Excel to use cell H4 as an absolute source. 8 P a g e

9 31. Paste the function all the way to C Take your cursor to D6 and calculate the Total Sales 33. Paste formula all the way to D We want to delete column E completely. Click on Column E. To do that right-click and select Delete: You noticed that the merge and center resized to accommodate cells A1 through D1 and A2 through D2. At the same time the values did not change even though Sales Tax in Michigan moved from G4 to F4 and the percentage from H4 to G Go to A18 and type Total. 36. Go to B18 and calculate the total for Sales 37. Go to C18 and Calulate the total for Sales Tax 38. Go to D18 and calculate the Total Sales 9 P a g e

10 39. Once you have completed steps 34 to 37 your document should look like this: 40. Now the ######## symbols simply means that the width of your column is too small to handle the number of characters to display. To fix that simple take your cursor between C and D until you get a double headed arrow. Double click to auto size. Repeat the process for D and E. 10 P a g e

11 Step 3: Create a chart 1. First take your cursor to Cell F20 and go to the Insert tab Once you have clicked on that a blank chart will appear like the one below: 11 P a g e

12 2. Right click on the chart and Select Data: 3. A window like the one below will appear: 4. Click on Add under the Legend Entries (Series) 12 P a g e

13 5. This window will pop open. Enter/select the values below: 6. Now Edit the Horizontal (Category) Axis Labels Enter/select the values below: 13 P a g e

14 Once complete your chart should look like the one below: Step 4: Working with Sheets and the Lookup function 1. Click on the Products tab 2. Click on the A column and right click and insert a new column to the left 14 P a g e

15 3. Take your Cursor to A5 and type Product ID. Starting at A6 enter the following data: 4. Click on the Summary Tab 5. Highlight rows 5 through 17. Right-click and select delete. This should have deleted all the values in this worksheet. 6. Enter the column titles start at A5 through E5 7. Go to A6 and on the formula bar type/select the following formula: 15 P a g e

16 8. Paste that formula all the way down to A14. It should look like the example below: 9. Take your cursor to B6 and use a Lookup function under 16 P a g e

17 10. A window will pop open that looks like this: 11. Select the first option and another window will open: Now the Lookup_value is the search term or criteria where we are looking for. The Lookup_vector is the list where the search term is located at. The Result_vector is the list what we want to display. 17 P a g e

18 12. Now fill in the information below: Paste the function all the way to B Repeat the process to find the Sale Price: 18 P a g e

19 14. Paste the formula all the way to C At D6 calculate the sales tax value by using the Michigan Sales Tax value from the Analysis tab. Paste the formula D14 Now On E6 calculate the total Price by subtracting Sale Price Tax 1.2 OUT-LAB Scenario: You will need to apply conditional formatting on the last lab s worksheet, add additional worksheets and use the AutoFill tool Out-Lab Materials 1. Microsoft Excel 2. Access to the Internet 3. in-lab_exl2_firstname_lastname.xlsx from last lab Out-Lab Instructions 1. Change the Tab Titles: a. Sheet1 to Product List b. Sheet2 to Cost Analysis c. Sheet3 to Cost Summary 2. Change the Tab Colors: 3. Enter the following data on both the Cost Analysis and Cost Summary Tab. Note that A1 to E1 and A2 and E2 are merged and centered 4. Click on the Cost Analysis Tab 19 P a g e

20 5. Starting at A6 enter the 12 months of the year in this format: You might have to resize the column width and auto fit all the months 6. Change the cell formats of B6 through E17 7. Starting at B6 enter the Sales records below: 8. On G4 type State Sales Tax and at H4 enter.09. Change the format of H4 to percentage: 9. No at C6 calculate the sales tax value by using this formula Sales * Tax and paste the formula all the way to C17. Hint make sure that you use absolute structures ($) at H4 10. At D6 cacluate the Total Sale by Sales Tax and past the formula through D Delete Column E 20 P a g e

21 12. Once complete you should have a worksheet like the one below: 13. Now click on the Product List tab 21 P a g e

22 14. Highlight G6 through G14 and add a new formatting rule: 22 P a g e

23 15. Insert a new column before Product and insert the following information: 16. Go to the Cost Analysis Tab and delete Row Enter the following column titles starting at A 5 to E5 18. At A6 call in the SKU#s from Product List: 19. Now at B6 insert a LOOKUP function uses the following information: 20. It must use the SKU# from Cost Summary tab as its Lookup_value and the Lookup_vector data should be at the Product List tab from A6 to A14. You must use absolute symbols to both columns and rows. The result vector should be the entire Product (B6 to B14). Paste the 23 P a g e

24 formula through B6 to B14. Once you complete this step you worksheet should look like this: 21. On C6 now use a LOOKUP function that will get the Sale Price from Product List based on SKU#. It must use the SKU# from Cost Summary tab as its Lookup_value and the Lookup_vector data should be at the Product List tab from A6 to A14. You must use absolute symbols to both columns and rows. The result vector should be the entire Sale Price (G6 to G14). Paste the formula through C6 to C14. Once you complete this step you worksheet should look like this: 22. At D6 calculate the Tax by using Sale Price multiplied by given State Sales Tax at the Cost Analysis Tab. Make sure that you mark the State Sales Tax as absolute or else you will have zeros. 24 P a g e

25 23. Now calculate the total price by subtracting the tax from the Sale Price 25 P a g e

26 24. Highlight C6 through E14 and change the cell format to Accounting 25. Click on the Cost Analysis Tab 26. Take your cursor at line F20 and insert a line chart 27. Add a new Legend Entries(Series) a. The Series name should be D5 b. The Series value should be D6 through D17 c. Edit the Axis Labels to A6 to A Upload it to the class website 26 P a g e

27 1.2.3 Grading Scoring Points Problems Problems Problems Total IN-LAB Scenario: Using the last lab s work, you will need to format the data into a table and be able to apply a table them. You will also sort the data in alphabetical order. Later you will use conditional formatting to change the background color of the cell based on the results of the calculations In-Lab Materials 1. Microsoft Excel 2. Access to the Internet 3. in-lab_exl1_firstname_lastname.xlsx from last lab In-Lab Instructions Step 1: Get organized 3. You will need in-lab_exl1_firstname_lastname.xlsx from last lab. 4. Rename the file to in-lab_exl2_firstname_lastname.xlsx Step 1: Getting changing it to a table, ordering, and sorting your data 1. Open in-lab_exl1_firstname_lastname.xlsx from last lab. 2. Highlight A5-J14 3. Now Format it as a table by going to the Home tab and click on this icon: 27 P a g e

28 4. Select Table Style Light 9 theme 5. You will need to sort the Products by alphabetical order. To do that you will need to click on the down arrow of Product: Then Select Sort A to Z : notice that all of the products listed are in alphabetical order along with their corresponding data. You can also sort data by click on individual columns and selecting the data you want to search for. For example I want to find all items that I have given a 15% markup simply click on the down arrow of Markup Retail and uncheck all, but 15% 28 P a g e

29 You result should be: The symbol means that column has been filtered for a specific record or records. To remove the filter simply click on that icon then click on take you back to the original display of all of the data.. This should 1. Highlight G6 to G14 29 P a g e

30 2. Apply Conditional Formatting: 3. Highlight G6 to G14 30 P a g e

31 4. Apply Conditional Formatting: 31 P a g e

32 5. Highlight G6-G14 and do the following Conditional formatting: 32 P a g e

33 6. Once you have completed it should look like this: 7. Upload your work to the class site 1.4 OUT-LAB Scenario: Using the last lab s work, you will need to format the data into a table and be able to apply a table them. You will also sort the data in alphabetical order. Later you will use conditional formatting to change the background color of the cell based on the results of the calculations Out-Lab Materials 1. Microsoft Excel Access to the Internet 3. out-lab_exl1_firstname_lastname.xlsx from last lab Out-Lab Instructions 1. You will need your last lab s work (out-labexl1_firstname_lastname). 2. Open the file 3. Highlight cells A5-J14 and apply this table (Table Style Light 8):. It should look like the example below: 4. Now sort the Products column in alphabetical column (A to Z). You should have your products listed like the one below: 33 P a g e

34 5. On the Markup Retail column find all products that have a 15% markup. Now do a screen capture of the sort. Open a blank MS Word document and paste your screen capture. Save the document as out-lab-exl2_sc_firstname_lastname.docx. You will need to upload this document to the class site. 6. Remove or clear any filters on Markup Retail 7. Highlight G6 to G14 and apply a Conditional Formatting using the following data below: a. Highlight Cell Rules Greater Than 15% b. Highlight Cell Rules Between 0% to 14% 34 P a g e

35 c. Highlight Cell Rules Less Than 0% 8. Save the document for the next lab 9. Upload the Excel and MS Word documents to the class website Grading Scoring Points Problems Problems Problems 9 5 Total P a g e