ADVANCED COMPUTER TECHNOLOGY Excel 2013 Unit Practice Production Test You will create a spreadsheet and two charts that summarize a stock club s current stock holdings. You will also use absolute cell reference and an IF statement to calculate the membership dues for the stock club. See the key on the last page of this assignment and the formulas and column chart key in the book at the back of the room. Part 1: Creating the Spreadsheet 1. Open the Stock Start File.xlsx from the shared drive in the Practice Prod folder. Save on your H:\ drive as Lastname Firstname P# Stock Practice. Resave often. 2. Make Column A 13.00 wide and best fit (Autofit) all of the other columns. You may need to best fit some of the columns again after entering formulas. If a series of ######## appear in the cells, then best fit again to adjust the column width. 3. Enter the following formulas in row 4 and then copy them down through row 12: a. Enter Formula A in cell F4: Initial Cost = Shares X Initial Price per Share b. Enter Formula B in cell H4: Current Value = Shares X Current Price per Share c. Enter Formula C in cell I4: Gain/Loss = Current Value Initial Cost d. Enter Formula D in cell J4: Percent Gain/Loss = Gain/Loss / Initial Cost 4. Compute the totals for Initial Cost, Current Value, Gain/Loss. For the Percent Gain/Loss in cell J13, copy cell J12 to J13 using the fill handle. 5. In cells D14, D15, and D16, enter Functions using the AVERAGE, MAX, and MIN. Do not include the Totals row. Copy the three functions across through the range J14:J16. Delete the invalid formula in cell J14. If an =Div/0 error message displays, ignore until all formulas have been copied. 6. Format the worksheet as follows: a. Apply the Celestial theme to the worksheet. Apply the color scheme Aspect. b. Format the worksheet title with Title cell style. Apply the Franklin Gothic Book font, 18 point font size, Black, Text 1 theme font color. Merge and center across columns A through J. c. Format the worksheet subtitle with Franklin Gothic Book font, 16 point font size, Black, Text 1 theme font color. Merge and Center across columns A through J. d. Format the worksheet title and subtitle background with Orange, Accent 1, Lighter 60% fill color and a Thick Box Border. e. Format row 3 with the Heading 3 cell style and center. Use Alt+Enter to wrap the row 3 column headings. Autofit the columns as needed. f. Format row 13 with the Total cell style. g. Format data as follows: Rows 4 through 12 center data in column B Dates in column C to the mm/dd/yy date format Range E4:I4 Accounting number format style with fixed dollar sign Range E5:I12 Comma style Range J4:J13 Percent style with two decimal places Cells F13, H13, and I13 Accounting Number format with fixed dollar sign
Format E14:I16 Currency format with floating decimal places Cells J15:J16 Percent style with two decimal places 7. Apply conditional formatting to range J4:J12 so that if a cell in the cell range is less than 0, then cell appears with an orange fill from the fill colors. Use a light orange so that the black text can be read clearly. 8. Enter a static date and time by following these steps: Merge cells I18 and J18 (use the Merge Cells option in the Merge and Center button menu). Press CTRL and ; (semicolon) which inserts the date. Then press the Spacebar. Press CTRL and SHIFT and ; (semicolon) which inserts the time. Press Enter. Right click on the date and time and select Format Cells from the popup menu. From the Format Cells dialog box choose Date from the Number tab and 3/14/01 1:30 PM from Type list. 9. Set up an IF statement in cell K4 that inserts the word Keep in the cell if the percent gain/loss is More than zero. The word Sell is to be inserted in the cell if the percent gain/loss is Less than zero. Copy the formula down to the other stocks in rows 5 to 12. 10. Add the following document properties: Author Your First and Last name Title Excel Practice Production Test Subject Mrs. Rosier NTM 1700 Keywords Stock Summary 11. Go to sheet named Dues and make cell D3 active. Calculate the percent change in capital investment by subtracting the 2009 capital investment from the 2010 capital investment and then dividing the difference by the 2009 capital investment amount. Copy the formula down the column for rows 4 to 12. 12. Make cell G3 active. You are to calculate the total amount due from each member at the end of the year using an IF statement. Set up the IF statement for the first club member in Row 3 and then copy the formula down for each of the other members. Remember to use absolute cell reference where necessary so that the formula copies correctly. The total amount due for each member includes a club fee minus a discount for recruiting new members plus a fee for each meeting attended. Information for the three parts of the IF statement follows. Logical Test: The annual club fee a member pays is either $150 or $200. If a member s capital investment increased by 5% or greater over last year, then the annual club fee is $150. Otherwise, members have to pay the full $200 club fee. Value if True: The total amount due is calculated by taking the annual club fee minus the number of new members multiplied by the new member discount rate (C18) and then adding to that result the number of meetings attended multiplied by the charge per meeting (C19). Note: Use cell addresses for the rates given in cells C18 and C19 so that if the rates change in the future the IF formula will not need to be corrected. Value if False: The calculation of the total amount due is the same as entered in the Value if True box except you start with the full $200 club fee. You can copy the Value if True statement to this box and change the starting annual fee. Copy the formula down the column for rows 4 to 12. Format Cell G3 with Currency floating $; no decimal places.
13. Return to the Summary of Investments worksheet. Construct a 3D pie chart that shows the company of each stock purchased and the shares purchased by the club. Take the following steps to format the pie chart: a. Move the chart to fill the range A18:G36 b. Assign Chart Style 5 to the chart. c. Type the title: Sock It Away Stock Club Shares d. Delete the legend and display data labels with the names of the stock and the percent s. Position the labels outside the chart. e. Explode the Microsoft slice 12% and change the fill color to yellow in the Standard colors. f. Increase the size of the labels to 12 pts. and change the font color to Orange, Accent 1, Darker 50%. g. Set no fill for the chart area and add a 2 ¼ pt. Tan, Accent 6, Darker 50% border. (HINT: Right click chart area, Fill, No Fill. Right click chart are, Outline, change weight and color). Change the border style to rounded corners. (HINT: Right click in chart area, Outline, Weight, More Lines, click on Rounded corners at the bottom of the pane) 14. Construct a 3D clustered column chart that shows the percent gain or loss for each stock. Take the following steps to format the column chart: a. Move the chart to a new sheet named Column Chart. The chart should fill the entire sheet. b. Assign Chart Style 3 to the chart. c. Delete the legend if necessary and display data labels with the Value of percent gain or loss. d. Format the axis numbers so they include no decimal points. (HINT: click on axis numbers, right click, Format Axis, Number, change Decimal places to 0) e. Change the color of the back wall to Tan, Accent 6, Lighter 60% and the side wall to Tan, Accent 6, Lighter 40%. f. Insert the chart title Percent Gain or Loss above the chart. Final Steps: 1. Spell check the worksheet. 2. Change the name of the sheet tab to Summary of Investments and apply the Orange, Accent 1, Darker 25% theme color to the sheet tab. 3. Compare your two spreadsheets and charts with the key. 4. Change the orientation to landscape for both worksheets. Scale to Fit the Width and Height to 1 page. 5. Create a custom header and footer for both worksheets. Header: Your First and Last Name (Left), Stock Practice (Center), Date & Time (Right Use tools) Footer: Insert File Path (Left), press enter and Insert Sheet Name (Left Use the tools), Period # (Right) Use the tools in the Page Setup dialog box for the date, time, and sheet tab name. 6. Copy both worksheets (Right click sheet tab name). Choose Move or Copy, Check the Copy box. 7. Rename the copied worksheets to be Summary Formulas and Dues Formulas. 8. Turn on the formulas CTRL+` (accent mark) for both worksheets. Resize the columns so that all the formulas are displayed. Scale to fit width and height 1 page. Show gridlines. Print preview and resave.
9. Arrange the sheets as follows: Summary of Investments, Summary Formulas, Dues, Dues Formulas, Column chart. 10. Close the file and copy it to the student dropbox. Turn the grading sheet into the basket.