### New Perspectives Excel 2019 | Modules 5-8: SAM Capstone Project 1a

NewSight Consulting

ANALYZE DATA WITH TABLES AND WHAT-IF TOOLS

## GETTING STARTED

Download and open the file **NP_EX19_CS5-8a_ StartFile.xlsx **from Canvas.

Save the file as **NP_EX19_CS5-8a_ FirstLastName.xlsx **.

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 Canvas onto your computer:

Support_EX19_CS5-8a_2020.xlsx

Support_EX19_CS5-8a_Management.docx

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:

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

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 as follows:

Group the *U.S.*, *Canada*, and *Mexico* worksheets.

In cell F5, insert a formula using the **SUM** function that totals the Mini sales amounts for Quarters 1–4 (range **B5:E5**).

Fill the range F6:F7 with the formula in cell F5 to display the totals for the other types of portable speakers.

Ungroup the worksheets and then check to confirm that all three worksheets reflect the changes you made in this step.

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 as follows:

In cell B5, enter a formula using the **SUM** function and 3-D references that totals the Mini sales values (cell **B5**) in Quarter 1 from the *U.S.*, *Canada*, and *Mexico *worksheets.

Fill the range C5:E5 with the formula in cell B5 to total the Mini sales for Quarters 2–4.

Fill the range B6:E7 with the formulas in the range B5:E5 to total the sales for the other products in Quarters 1–4.

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. Create and use defined names as follows:

Create a defined name for the Waterproof sales amounts (range B7:E7) using **Waterproof_Total** as the name.

In cell F5, enter a formula using the **SUM** function to display the total of the sales amounts in the **Mini_Total** range.

In cell F6, enter a formula using the **SUM** function to display the total of the sales amounts in the **Voice_Activated_Total** range.

In cell F7, enter a formula using the **SUM** function to display the total of the sales amounts in the **Waterproof_Total** range.

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 as follows:

Open the workbook **Support_EX19_CS5-8a_2020.xlsx**.

Return to the *All Locations* worksheet in the original workbook.

In cell G5, enter a formula using an external reference to display the total sales of Mini products in 2020 (cell **F5**).

In the formula in cell G5, change the absolute reference to a mixed reference, with a relative reference to the row number.

Fill the range G6:G8 with the formula in cell G5, filling without formatting.

Close the workbook Support_EX19_CS5-8a_2020.xlsx.

In the range B12:E12, Benicio wants to display a rating depending on the total sales for each quarter. He listed the rating criteria in the range A14:F15. For example, if total sales in Quarter 1 are between $5900 and $5999, the Performance rating is Good. Enter the performance ratings as follows:

In cell B12, start to enter a formula using the **HLOOKUP** function.

Use the Total Q1 sales (cell **B8**) as the value to look up.

Use the Revenue Amts and Rating information (range **$B$14:$F$15**) as the table containing the lookup data, using absolute references to specify the range.

Specify that row **2** contains the value you want to return, which is the performance rating.

Specify an approximate match ( **TRUE**) because the Revenue Amts represent ranges of values.

Fill the range C12:E12 with the formula in cell B12 to enter ratings for Quarters 2–4.

In the range I3:L7, 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 cell L5, create a link to the **tfenton@example.com** email address without changing the display text.

Benicio also wants to make it easy to access more detailed information about the managers, which he has stored in a Word document. Create a link to a file as follows:

In cell I9, create a link to the Word document **Support_EX19_CS5-8a_Management.docx**.

Use **Management Details** as the text to display.

Use **Access manager details** as the ScreenTip text.

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 column G, 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. Provide the promotional offer information for Benicio as follows:

In cell G5, start to enter a formula using the **AND** function and structured references.

The first condition tests whether the value in the Product column ( **[@Product]**) equals **“Mini 2”**, the product eligible for the promotional offer.

The second condition tests whether the value in the Location column ( **[@Location]**) equals **“U.S.”**, the location eligible for the promotional offer.

If Excel does not fill the column, fill the range G6:G40 with the formula in cell G5.

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. Apply a custom sort to the Sales table to sort it in ascending order first by the values in the **Date** column, and then by the values in the **Amount** column.

Benicio wants to make sure that the Sales table does not contain any duplicate records, which would make any sales analysis incorrect. Identify and remove duplicate records in the Sales table as follows:

In the range A5:A40, create a conditional formatting **Highlight Cells Rule** that formats **Duplicate Values** in **Light Red Fill with Dark Red Text**.

Delete the second duplicate record from the table. ( *Hint*: Do not delete the row from the worksheet.)

Benicio might want to filter the Product Details data in the range I4:M16, so he asks you to format it as a table. Format the range I4:M16 as a table using **Light Gray, Table Style Medium 14** to match the Sales table.

To make it easier to refer to the data, assign the table name **Details **to the table in the range I4:M16 to make it easy to refer to the data. (Hint: Rename the table, not the range.)

Benicio wants to examine the January, 2022 sales by country and channel. Create a PivotTable based on the Sales table as follows:

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.

Display the Channel Type values as column headings.

Display the Location values as row headings.

Sum the **Amount** values

Format the PivotTable as follows to make it easier for Benicio and others to interpret:

Apply the **Currency** number format with **0** decimal places and the **$** symbol to the Sum of Amount values.

Use **Sales (000s)** as the custom name of the Sum of Amount field.

In cell A4, use **Country** to identify the row headings.

In cell B3, use **Channel** to identify the column headings.

Change the PivotTable style to **White, Pivot Style Medium 14** to coordinate with the tables on the *Current Sales* worksheet.

Benicio wants to isolate sales for each product. Insert a slicer as follows to filter the PivotTable:

Insert a slicer based on the **Product** field.

Move and resize the slicer so that it covers the range F3:G12.

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. Create a PivotChart as follows:

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.

Format and filter the PivotChart as follows to meet Benicio’s requests:

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.

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 in cell B17 does not produce a divide by zero error. Modify the formula in cell B17 as follows:

Add the **IFERROR** function to the formula in cell B17.

Use **“Divide total expenses by units manufactured”** as the message to display in case of an error.

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. Create a two-variable data table as follows to calculate gross profit as the price and unit sales change:

For the range D4:K9, create a two-variable data table using the price per unit (cell **B6**) as the Row input cell.

Use the units sold (cell **B5**) as the Column input cell.

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 as follows:

Set the objective as minimizing ( **Min**) the total cost (cell **E10**).

Use the units produced values (range **B5:D5**) as the changing variable cells.

Adjust the number of units produced by each supplier using the following constraints: · Set the total number of virtual assistants produced (cell **E5**) as greater than or equal to **11,000**, DIG Technology’s minimum production goal. · Set the total cost (cell **E10**) to be less than or equal to **925,000**, the maximum total cost DIG Technology wants to spend. · Set the total number of virtual assistants produced by a single supplier (range **B5:D5**) to be less than or equal to **4000** to balance the production among the suppliers. · Make sure the values in the range **B5:D5** are **integers** since DIG Technology cannot sell a fraction of a product.

Run Solver, keep the solution, and then return to the Solver Parameters dialog box. Save the model in the range **A14:A21**.

Run Solver again, create an Answer report, and then close the Solver Parameters dialog box.

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 as follows:

In the Scenario Manager, add a scenario using **Reduced Costs** as the name.

Accept the same changing cells (nonadjacent ranges B6:F6 and B11:F12) as the other two scenarios.

Reduce each variable cost per unit value (Mini1_Variable_Cost, Mini2_Variable_Cost, VoiceXP_Variable_Cost, VoiceXP10_Variable_Cost, and Waterproof_Variable_Cost) by $5.00.

Create a Scenario Summary report that summarizes the effect of the three scenarios. Use the profit per unit sold (range **B17:F17**) as the result cells.

Return to the *Product Mix* worksheet. Benicio wants to provide a visual way to compare the scenarios. Use the Scenario Manager as follows to create a PivotTable that compares the profit per unit in each scenario as follows:

Create a Scenario PivotTable report using the profit per unit sold (range **B17:F17**) as the result cells.

Remove the Filter field from the PivotTable.

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. Submit your completed project in Canvas.

*(The Answer Report 1 worksheet and Scenario Summary worksheet have intentionally not been shown.)*

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

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