Microsoft Excel Expert (Microsoft 365 Apps)

Student Study Guide: Project 2

Instructions: In this project there are 32 tasks based on the exam objectives for
Exam MO-211: Microsoft Excel Expert (Microsoft 365 Apps). For each exam
objective, complete the task(s) using the supporting files listed below under
Resources. After each task is completed, check the task box to mark it as
complete.
Note: Refer to the Learning Directory for step-by-step guidance and additional
resources, if needed.
Resources:
 Project2_datafile.xlsx in the Project_Files folder.
 Products_List.xlsx in the Project_Files folder.
 Employee_Information.xlsx in the Project_Files folder.
 FarmersMarket_Report.xlsx in the Project_Files folder.

Project 2 Tasks
2.1.1 Fill cells by using Flash Fill
In the Project2_datafile.xlsx workbook, on the Employees worksheet, use
Flash Fill in columns B through E to fill in the Employee's ID (the first four
digits), their Full name including their First name, middle initial followed
by a period (if there is a middle name), and Last name. Capitalize the first
letter of the first and last names and the middle initial, but the rest of the
characters should be lower-case, for example: Liane B. Cormier.
2.2.5 Remove duplicate records
On the Employees worksheet, use the Excel tool to automatically remove
the duplicate records from A2:C23.
1.1.2 Reference data in other workbooks
Use Power Query Editor to create a new Query that links to the 15
employee records in the Employee_Information.xlsx workbook. Don’t
import the first row, blank columns, or blank rows. Use the headers:
Employee ID, First name, Last name, Address, City, State_Region,
Postal_ZIP, Phone.
3.2.1 Look up data by using the XLOOKUP(), VLOOKUP(), HLOOKUP(), MATCH(), and
INDEX() functions
On the EmployeeRates_Benefits worksheet, use one function to return
into the First name and Last name columns both the first and the last
name of each employee from the EmployeeAddressPhone worksheet. If
the Employee ID doesn’t match, return the text “not found.”

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3.1.1 Perform logical operations by using nested functions including the IF(), IFS(),
SWITCH(), SUMIF(), AVERAGEIF(), COUNTIF(), SUMIFS(), AVERAGEIFS(), COUNTIFS(),
MAXIFS(), MINIFS(), AND(), OR(), and NOT(), and LET() functions
On the EmployeeRates_Benefits worksheet, in cell B23, enter a function to
determine the number of Delivery personnel whose hourly rate is
$19/hour or more. Use the values entered in B21:B22 in the function.
3.1.1 Perform logical operations by using nested functions including the IF(), IFS(),
SWITCH(), SUMIF(), AVERAGEIF(), COUNTIF(), SUMIFS(), AVERAGEIFS(), COUNTIFS(),
MAXIFS(), MINIFS(), AND(), OR(), and NOT(), and LET() functions
On the EmployeeRates_Benefits worksheet, in cell B27, determine the
maximum hourly rate for employees in Administration who have Bbenefit
pPackage C. Use the values entered in B25:B26 in the function.
3.1.1 Perform logical operations by using nested functions including the IF(), IFS(),
SWITCH(), SUMIF(), AVERAGEIF(), COUNTIF(), SUMIFS(), AVERAGEIFS(), COUNTIFS(),
MAXIFS(), MINIFS(), AND(), OR(), and NOT(), and LET() functions
Delivery personnel need vehicle insurance but it’s only included in Benefit
pPackage C. On the EmployeeRates_Benefits worksheet, enter a nested
function in cells H4:H18 that uses IF(), AND() and NOT() to return “Yes” if
the employee has a Job Role of Delivery and also does not have Benefit
Package C. For all other conditions, return “No.”
3.1.1 Perform logical operations by using nested functions including the IF(), IFS(),
SWITCH(), SUMIF(), AVERAGEIF(), COUNTIF(), SUMIFS(), AVERAGEIFS(), COUNTIFS(),
MAXIFS(), MINIFS(), AND(), OR(), and NOT(), and LET() functions
On the EmployeeRates_Benefits worksheet, in column I, use the IF() and
ANDOR() functions together to return "Yes" if the Benefit Package is A and
the hourly rate is less than $20.or B. If these criteria aren’t met, return
nothing.
1.2.5 Manage comments
On the EmployeeRates_Benefits worksheet, enter a comment in cell G3
that states: "Only package C has vehicle insurance." Show the Comments
pane, reply to the comment in H3 with “done” and then resolve the
thread. Close the Comments pane.
2.1.2 Fill cells by using advanced Fill Series options
On the Sales and Bonuses worksheet, create a list of Sales
amounts in column K by creating a Linear Series using a step
value of 75, starting with 300 in K2 and ending with 1650.

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2.1.2 Fill cells by using advanced Fill Series options
On the Sales and Bonuses worksheet, create a list of Bonus %
amounts in column L by creating a Linear Series using a step
value of .25%, starting with 1.5% in L2 and ending with 6%.
3.2.1 Look up data by using the XLOOKUP(), VLOOKUP(), HLOOKUP(),
MATCH(), and INDEX() functions
On the Sales and Bonuses worksheet, enter a function in the
Bonus % column in C3:C24. Use each employee’s sales amount in
column D to find the appropriate bonus percentage in column L
and list it in C3:C24.
3.5.1 Trace precedence and dependence
3.5.3 Validate formulas by using error checking rules
On the Sales and Bonuses worksheet, use Trace Precedents to
diagnose the location of the error in H3. Use Trace Dependents to
visualize which cells rely on the value in D7. Use Error Checking
in E7 to determine the type of error, and then edit and correct
the formula.
2.3.4 3 Manage conditional formatting rules
On the Sales and Bonuses worksheet, for the values in the Sales
column, change the order of the existing conditional formatting
rules so all current formats and rules apply and the text for cells
with values greater than 700 remain black.
2.3.1 Create custom conditional formatting rules
2.3.2 Create conditional formatting rules that use formulas
On the Sales and Bonuses worksheet, create a new custom
Conditional Formatting rule that applies a Bold font style to the
Employee’s name if their Sales amount in column D is more than
the Average sales per employee amount in H2.
4.2.2 Modify field selections and options
On the Sales Quantity worksheet, in the SalesQuantity
PivotTable, add the Product category field to the Rows bin above
the Product name field and collapse the Product category field.
Filter the PivotTable to show only the Honey and Jams and Jellies
Product categories.
4.3.1 Create PivotCharts
4.3.2 Manipulate options in existing PivotCharts
4.3.4 Drill down into PivotChart details
On the Sales Quantity worksheet, create a Pie PivotChart based
on the SalesQuantity PivotTable. Remove the Title and the

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 Legend. Add Labels on the Outside End that include the Category
Name and Value. Expand the Honey Product category and then
Show Detail for Wildflower honey on a new worksheet named
“Wildflower honey detail.”
4.2.4 Group PivotTable data
On the Qty by City worksheet, group the rows in the PivotTable
by the Quantity field from 1 to 10 in groupings of 5.
4.2.4 Group PivotTable data
4.2.2 Modify field selections and options
On the Summer Sales worksheet, in the SummerSales PivotTable,
group the Sale Date by Months and then set the row labels so
they will repeat on each printed page.
4.2.2 Modify field selections and options
4.2.6 Configure value field settingsFormat data
On the Summer Sales worksheet, in the SummerSales PivotTable,
add the Order total field a second time to the PivotTable Values
bin and place it after the Sales field. Configure it so it shows
values as the percentage of Row Total, has the Percentage
format with 1 decimal place, and has the Custom Name “% of
order”
4.2.3 Create slicers
In the SummerSalesPivot PivotTable, create slicers for the City
and Sale Date fields. For the Sale Date Slicer, adjust the Slicer
Settings to hide items with no data. Use the City Slicer to omit
data for the cities Bow and Conway.
4.1.2 Create and modify charts including Box & Whisker, Combo, Funnel,
Histogram, Map, Sunburst, and Waterfall charts
On the Product in stock worksheet, add a Funnel chart using data
in the ProductInStock range. Organize the chart in chronological
order from the top down, starting with Week 1 at the top of the
chart.
4.1.2 Create and modify charts including Box & Whisker, Combo, Funnel,
Histogram, Map, Sunburst, and Waterfall charts
On the Sales by Month worksheet, create a Sunburst chart
grouping the data chronologically by month. Only include data
from June, July, and August. Add the title: “Summer Farmers
Market Sales” apply Chart Style 6, and then remove the legend.

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 2.2.1 Create custom number formats
On the Sales by Day worksheet, create and then apply custom
formatting to the date values in A2:A29 so the dates display only
the full name of the day of the week, for example, Monday.
 2.2.1 Create custom number formats
On the Sales by Day worksheet, create and then apply custom
formatting to the Sales values in B2:B29 that includes a “$”
dollar sign, a space between the dollar sign and the first number,
a comma thousands separator, and no decimal places. Zero
should display as $ 0, and $1,234.56 should display as $ 1,235.
4.1.2 Create and modify charts including Box & Whisker, Combo, Funnel,
Histogram, Map, Sunburst, and Waterfall charts
On the Sales by Day worksheet, use all the data available to
create a Box & Whisker chart that displays the mean line, mean
markers, inner points, and outlier points, and should use the
Exclusive median Quartile Calculation.
2.2.3 Group and ungroup data
2.2.4 Calculate data by inserting subtotals and totals
On the Baker Heights Sales worksheet, clear the current outline
and then use Subtotals to display Sum totals for the Quantity and
Order total, grouping by Product name. Collapse the outline so
the only rows of data visible are the Subtotal rows and the Grand
Total row. Manually group the columns and then collapse the
outline so that the only columns visible are the Product name,
Quantity, and Order total columns. Save and close the
Project2_datafile.xlsx workbook.
2.1.2 Fill cells by using advanced Fill Series options
In the Products_List.xlsx workbook, on the Prices_Discounts
worksheet, create a range of Discount percentages in G3:U3
using a Linear Trend starting at 1% in G3 with a step value of
1.5%.
3.2.1 Look up data by using the XLOOKUP(), VLOOKUP(), HLOOKUP(),
MATCH(), and INDEX() functions
In the Products_List.xlsx workbook, on the Prices_Discounts
worksheet, enter a function in D4:D21 that returns the Discount
amount for each product. Use the Price values in column C and
the Discount % values in the “DiscountPercentages” range. Save
the workbook and leave it open.

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1.1.2 Reference data in other workbooks
In the FarmersMarket_Report.xlsx workbook, on the Sales
worksheet, enter a function in D4:D21 that uses the Product ID
values in column B to link to the Product Prices in the
Products_List.xlsx workbook.
3.3.1 Reference date and time by using the NOW() and TODAY() functions
2.2.1 Create custom number formats
In the FarmersMarket_Report.xlsx workbook, on the Sales
worksheet, enter a function in F1 that returns the current system
date and time. Apply custom formatting to show the day as 1 or 2
digits, 3-character month, 4-digit year, and time in AM/PM
format. For example, January 4, 2023 at 4:35 in the afternoon
would display as: 4 Jan 2023 4:35 PM.
1.2.1 Restrict editing
1.2.2 Protect worksheets and cell ranges
In the FarmersMarket_Report.xlsx workbook, restrict data entry
and editing on the Sales sheet to only the range E4:E21, with the
title “QuantitySold” and only when the user enters the password
“password”. Protect the sheet using the password “password”.
1.2.1 Restrict editing
Encrypt the FarmersMarket_Report.xlsx workbook with the
password “password” and then save and close it.

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