New Perspectives Excel 2019 | Modules 5-8: SAM Critical Thinking Capstone Project 1c

NewSight Consulting
ANALYZE DATA WITH TABLES AND WHAT-IF TOOLS

GETTING STARTED
 Open the file NP_EX19_CT_CS5-8c_FirstLastName_1.xlsx,
available for download from the SAM website.
 Save the file as NP_EX19_CT_CS5-8c_FirstLastName_2.xlsx by
changing the “1” to a “2”.
o If you do not see the .xlsx file extension in the Save As dialog
box, do not type it. The program will add the file extension for
you automatically.
 To complete this SAM Project, you will also need to download and
save the following data files from the SAM website onto your
computer:
o Support_EX19_CT_CS5-8c_2020.xlsx

o Support_EX19_CT_CS5-8c_Management.docx

 With the file NP_EX19_CT_CS5-8c_FirstLastName_2.xlsx still open,

ensure that your first and last name is displayed in cell B6 of the
Documentation sheet.
o If cell B6 does not display your name, delete the file and
download a new copy from the SAM website.
 This project requires you to use the Solver add-in. If this add-in is not
available on the Data tab in the Analyze group (or if the Analyze
group is not available), install Solver as follows:
o In Excel, click the File tab, and then click the Options button in
the left navigation bar. Click the Add-Ins option in the left pane
of the Excel Options dialog box. Click the Manage arrow, click
the Excel Add-Ins option, and then click the Go button. In the
Add-Ins dialog box, click the Solver Add-In check box and then
click the OK button. Follow any remaining prompts to install
Solver.

PROJECT STEPS
1. Benicio Cortez is a financial consultant with NewSight Consulting in
Denver, Colorado. He is working with DIG Technology, a company that
sells five models of portable speakers to consumers in North America.
In an Excel workbook, Benicio is analyzing the performance of each
speaker model and projecting sales for a new product. He asks for
your help in completing the analysis.
Go to the U.S. worksheet. Benicio has received annual sales
worksheets from the main offices in the three countries where DIG
Technology sells products: the United States, Canada, and Mexico.
The worksheets for the countries have a similar structure.
Complete the worksheets by using a function to total the Mini sales
amounts for Q1 through Q4 in the U.S., Canada, and Mexico
worksheets. Fill the formula down to display the remaining totals for
each type.
New Perspectives Excel 2019 | Modules 5-8: SAM Critical Thinking
Capstone Project 1c
2. Go to the All Locations worksheet, where Benicio wants to summarize
the quarterly and annual totals from the three locations for each type
of product. Consolidate the sales data from the three locations.
Use a function to total the Mini sales values in Q1 from the U.S.,
Canada, and Mexico worksheets. Use the same formula to consolidate
and fill the remaining product totals in the table through Q4.
3. Benicio started to define names for cells and ranges in the All
Locations worksheet to make it easy to identify the total sales for
each product. He wants you to add a defined name for the Waterproof
sales amounts and then find the total annual sales for each product.
a. Create a defined name for the Waterproof sales amounts from
Q1 through Q4 using Waterproof_Total as the name.
b. Use a function to display the total of the sales amounts in the
Mini_Total range in the Total column. Use the same function to
total the Voice_Activated_Total range and the
Waterproof_Total range in the appropriate cells.
4. Benicio wants to compare the sales of each product in 2021 with the
sales in 2020. He has the 2020 sales data stored in a separate
workbook. Add the 2020 sales data to the All Locations worksheet.
Use a reference to pull in the total sales of Mini products in 2020 from
the Support_EX19_CT_CS5-8c_2020.xlsx workbook. Make sure the
formula always references the same column but not the same row,
and then fill the rest of the 2020 totals with the formula, but not the
formatting.
5. In the appropriate cell, use a function to look up the total sales for Q1.
Retrieve the performance rating from the table showing the revenue
amounts and ratings. The formula should always use the exact range
and find an approximate match. Use the formula to display the
performance ratings for the rest of the quarters.
6. Benicio listed information about the managers of the DIG Technology
main offices in the U.S., Canada, and Mexico. He needs to add a link
to the email address of the U.S. manager.
In the appropriate cell, create a link to Todd Fenton's email address
without changing the display text.
7. Benicio also wants to make it easy to access more detailed
information about the managers, which he has stored in a Word
document.
In the cell containing the text "Management Details", create a link to
the Word document Support_EX19_CT_CS5-8c_Management.docx
without changing the display text. Use Access manager details as
the ScreenTip text.
8. Go to the Current Sales worksheet, which contains a table listing sales
data for January, 2022. To make it easy to refer to the data, the table
has been renamed "Sales". Benicio wants to use the table data in
formulas.
In the column labeled "Promotion?", Benicio wants to indicate whether
DIG Technology should send the customer a promotional offer.
Customers are eligible for the offer if they purchased a Mini 2 in the
U.S. Use a function and structured references to determine if the first
customer is eligible. (Hint: The formula will automatically return TRUE
when the conditions are met, or else FALSE.) Fill the formula to the
rest of the column, if necessary.
New Perspectives Excel 2019 | Modules 5-8: SAM Critical Thinking
Capstone Project 1c
9. The Sales table is currently sorted by the values in the Sale ID
column, but Benicio wants to sort the table by date, then amount to
make it easier to track the data.
Sort the Sales table first by date from oldest to newest, and then by
amount in ascending order.
10. Benicio wants to make sure that the Sales table does not contain any
duplicate records, which would make any sales analysis incorrect.
Use conditional formatting to identify any duplicate sales ID numbers,
and highlight them using Light Red Fill with Dark Red Text. Delete the
second duplicate record from the table. (Hint: Do not delete the row
from the worksheet.)
11. Benicio might want to filter the Product Details data, so he asks you to
format it as a table.
Format the data under the cell containing "Product Details" as a table
using Light Gray, Table Style Medium 14 to match the Sales table.
12. To make it easier to refer to the table, rename it, using Details as the
name.
13. Benicio wants to examine the January, 2022 sales by country and
channel.
On a new worksheet, insert a PivotTable based on the data in the
Sales table, and use January Pivot as the name of the worksheet.
Use Location as the rows, Channel type as the columns, and sum the
Amount values.
14. Format the PivotTable to make it easier for Benicio and others to
interpret.
a. Change the number format of the value field to the Currency
number format with 0 decimal places and the $ symbol. Use
Sales (000s) as the custom name of the value field, and in the
appropriate cells, use Country to replace the text "Row Labels",
and Channel to replace the text "Column Labels".
b. Change the PivotTable style to White, Pivot Style Medium 14 to
coordinate with the tables on the Current Sales worksheet.
15. Benicio wants to isolate sales for each product.
Insert a slicer based on the Product field. Move and resize the slicer so
that it covers the range F3:G12.
16. Benicio also wants to compare the sales data by country in a visual
format, and then display data only for the Mini 1, the company's best-
selling product.
Insert a Stacked Column PivotChart based on the data in the
PivotTable. Move and resize the PivotChart so that it covers the range
A10:E25.
17. Change the colors of the PivotChart to Monochromatic Palette 6 to
coordinate with the PivotTable. Use the slicer to display sales data for
only the Mini 1 in the PivotTable and PivotChart.
18. Go to the Sales Projections worksheet, which provides a profit analysis
of a new virtual assistant product DIG Technology is planning to
develop. Benicio wants to make sure the total expense per unit sold
calculation does not produce a divide by zero error.
Add a function to the formula for the total expense per unit sold to
display the message Divide total expenses by units
manufactured in case of an error.
New Perspectives Excel 2019 | Modules 5-8: SAM Critical Thinking
Capstone Project 1c
19. Benicio has already calculated that the gross profit for the new
product could be nearly $295,000 based on a unit price of $159.99
and unit sales of 22,000. He wants to see how the gross profit
changes if the price or unit sales are different.
Under the cell labeled Virtual Assistant: Gross Profit Analysis, create a
two-variable data table using the price per unit and the units sold as
the row and column input cells.
20. Go to the Suppliers worksheet, where Benicio wants to determine
whether subcontracting could reduce the cost of the new virtual
assistant product. Run Solver to solve this problem.
Set the objective as minimizing the total cost, and use the units
produced values as the changing variable cells. Adjust the number of
units produced by each supplier using the following constraints:
a. Set the total number of virtual assistants produced as greater
than or equal to 11,000, DIG Technology's minimum production
goal.
b. Set the total cost to be less than or equal to 925,000, the
maximum total cost DIG Technology wants to spend.
c. Set the number of virtual assistant units produced by each
supplier (range B5:D5) to be less than or equal to 4000 to
balance the production among the suppliers. Also, make sure
that this same range contains integers since DIG Technology
cannot sell a fraction of a product.
d. Run Solver, keep the solution, and then return to the Solver
Parameters dialog box. Save the model in the range A14:A21.
21. Run Solver again, create an Answer report, and then close the Solver
Parameters dialog box.
22. Go to the Product Mix worksheet, which calculates the profit from
each model of portable speaker. Benicio wants to compare three
scenarios: one with the current prices and costs, another with the
prices raised $10.00, and a third that reduces the variable costs per
unit by $5.00. He has already created the first two scenarios and
defined names for cells and ranges.
Create a third scenario using Reduced Costs as the name. Use the
same changing cells as the other two scenarios. Reduce each variable
cost per unit value by $5.00. Create a Scenario Summary report that
summarizes the effect of the three scenarios. Use the profit per unit
sold from Mini 1 to Waterproof as the result cells.
23. Return to the Product Mix worksheet. Benicio wants to provide a
visual way to compare the scenarios. Use the Scenario Manager to
create a Scenario PivotTable report using the profit per unit sold from
Mini 1 to Waterproof as the result cells. Remove the Filter field from
the PivotTable, and change the number format of the value fields to
Currency with 2 decimal places and the $ symbol.
Your workbook should look like the Final Figures on the following pages. Save
your changes, close the workbook, and then exit Excel. Follow the directions
on the SAM website to submit your completed project.
The Answer Report 1 worksheet and Scenario Summary worksheet have
intentionally not been shown.
New Perspectives Excel 2019 | Modules 5-8: SAM Critical Thinking
Capstone Project 1c

Final Figure 1: U.S. Worksheet

Final Figure 2: Canada Worksheet

Final Figure 3: Mexico Worksheet

Final Figure 4: All Locations Worksheet

Final Figure 5: January Pivot Worksheet

Final Figure 6: Current Sales Worksheet

Final Figure 7: Sales Projections Worksheet

Final Figure 8: Suppliers Worksheet

Final Figure 9: Scenario PivotTable Worksheet

Final Figure 10: Product Mix Worksheet

New Perspectives Excel 2019 | Modules 5-8: SAM Critical Thinking
Capstone Project 1c