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apstone – Level 2 Working With Sales

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These instructions are compatible with both Microsoft Windows and Mac operating systems.

In this project, you will work with sales data from Top’t Corn, a popcorn company with an online store, multiple food trucks, and two retail stores. You will insert a new worksheet and enter sales data for the four food truck locations, formatting the data, and calculating totals. You will create a pie chart to represent the total units sold by location and a column chart to represent sales by popcorn type. You will format the charts, and then set up the worksheet for printing. Next, you will help Top’t Corn decide whether or not a new truck loan is a good idea. Working with the daily sales data for one of the brick-and-mortar stores, you will calculate the sales for each date, and the average, minimum, and maximum sales. Finally, you will work with the online sales data to format it as an Excel table and apply sorting and filtering.

Skills needed to complete this project:

  • Close a workbook
  • Insert a worksheet
  • Name a worksheet
  • Move a worksheet
  • Enter text
  • Enter numbers
  • Edit text
  • A

    utofit a column

  • Apply a cell style
  • Add cell shading
  • Change font color
  • Merge and center text across cells
  • Apply bold formatting
  • Apply number formatting
  • Enter a SUM function
  • Copy formula using AutoFill
  • Insert a pie chart
  • Apply a chart Quick Layout
  • Move a chart
  • Insert a column chart
  • Switch the row/column in a column chart
  • Change the chart title
  • Apply a chart Quick Style
  • Show chart data labels
  • Preview how a worksheet will look when printed
  • Change worksheet orientation
  • Change the print margins
  • Scale a worksheet for printing
  • Change the color of a worksheet tab
  • Apply a column width
  • Enter a simple formula using multiplication
  • Enter a simple formula using subtraction
  • Add cell borders
  • Create a formula referencing cells in another worksheet
  • Enter an AVERAGE function
  • Use the IF function
  • Apply date formats
  • Use an absolute reference in a formula
  • Name a range of cells
  • Use a named range in a formula
  • Use the MIN function in a formula
  • Use the MAX function in a formula
  • Apply a table Quick Style
  • Use the table Total row
  • Sort data in a table
  • Filter data in a table

Steps to complete this project:

Mark the steps as checked when you complete them.

  1. Open the start file EX2021-Capstone-Level2.

Note: If the workbook opens in Protected View, click the Enable Editing button in the Message

B

ar at the top of the worksheet so you can modify it.

  1. The file will be renamed automatically to include your name. Change the project file name if directed to do so by your instructor, and save it.
  2. Insert a new worksheet and rename it: FoodTrucks
  3. If necessary, move the FoodTrucks worksheet so it appears first in the workbook.
  4. Enter the text and sales data as shown in the table below. Check your work carefully.
This table lists information for data entry into the worksheet.

ABCDE1

2

3

1200

5

6

1700

1700

Top’t Corn Food Truck Sales (Aug)
Truck Location
Crystal City Merrifield Lorton Ballston
4 Old Bay 1600 1200 500
Truffle 4400 800 1700 1100
Sea Salt and Caramel 3300 1400
  1. Format the data as follows:Apply the Heading 1 cell style to cell A1.Apply the Gold, Accent 3 fill color to cell A1. Use the seventh color from the right in the row of Theme colors.Apply the White, Background 1 font color to cell A1. Use the first color at the left in the first row of Theme colors.Merge and center the worksheet title across cells A1:E1.Apply the Heading 3 cell style to cell B2.Merge and center cells B2:E2.Bold cells B3:E3.Apply the Accounting Number Format with 0 digits after the decimal to cells B4:E6.AutoFit columns A:E.
  2. Calculate total sales for each of the truck locations.Enter the word Total in cell A7.Enter a SUM function in cell B7 to calculate the total of cells B4:B6.Use AutoFill to copy the formula to cells C7:E7.Apply the Total cell style to cells A7:E7.
  3. Insert a pie chart (2-D Pie) to show the Old Bay sales for the month by location. Each piece of the pie should represent the Old Bay sales for a single location.Note: You must complete this step correctly in order to receive points for completing the next step. Check your work carefully.
  4. Modify the pie chart as follows:Apply the Layout 2 Quick Layout.Move the chart so it appears below the sales data.
  5. Insert a clustered column chart (2-D Column) to show the sales for each type of popcorn for each location. Do not include the totals.Note: You must complete this step correctly in order to receive points for completing the next step. Check your work carefully.
  6. Modify the column chart as follows:If necessary, modify the chart so each location is represented by a data series and the popcorn types are listed along the x axis.Change the chart title to: August SalesApply the Style 5 chart Quick Style.Display the chart data labels using the Center option.If necessary, move the chart so it is next to the pie chart and the top of the charts are aligned.
  7. Preview how the worksheet will look when printed, and then apply print settings to print the worksheet on a single page. Hint: If you have one of the charts selected, deselect it before previewing the worksheet. Preview the worksheet again when you are finished to check your work.Change the orientation so the page is wider than it is tall.Change the printing scale so all columns will print on a single page.
  8. Top’t Corn is considering a new truck purchase. Calculate the total cost of the loan.Change the color of the TruckLoan worksheet tab to Light Blue. Use the seventh color from the right in the row of Standard colors.Set the width of column B to 17.In cell B6, enter a formula to calculate the total paid over the life of the loan (the monthly payment amount in cell B4 * the number of payments in cell B2). Use cell references.In cell B7, enter a formula to calculate the total interest paid over the life of the loan (the total payments in cell B6 – the original price of the truck in cell B1). Use cell references.Apply borders using the Thick Outside Borders (Thick Box Border on a Mac) option around cells A6:B7.In cell A10, type: Buy new truck?In cell B10, enter a formula using the IF function to display Yes if the monthly payment for the truck loan is less than the average sales per month for the current trucks. Display No if it is not.
  9. Complete the following steps in the TysonsStore2022 worksheet: Select cells A2:A32, and apply the Short Date date format.In cell F2, enter a formula to calculate the daily total in dollars. Multiply the value in the Daily Total (# Sold) column by the current price per box in cell K1. Use an absolute reference where appropriate and copy the formula to cells F3:F32.In cell G2, enter a formula using the IF function to determine whether the daily sales goal in cell K2 was met. Display yes if the value in the Daily Total ($) column is greater than or equal to the daily sales goal. Display no if it is not. Use an absolute reference where appropriate and copy the formula to cells G3:G32.Create a named range DailyTotal for cells F2:F32.In cell K3, enter a formula using the named range DailyTotal to calculate the average daily sales in dollars.In cell K4, enter a formula using the named range DailyTotal to find the lowest daily sales in dollars.In cell K5, enter a formula using the named range DailyTotal to find the highest daily sales in dollars.
  10. Go to the OnlineSales worksheet and format the sales data as a table using the table styleGold, Table Style Light 11.
  11. Sort the data alphabetically by values in the Item column.
  12. Filter the table to show only rows where the value in the State column is NJ.
  13. Save and close the workbook.
  14. Upload and save your project file.
  15. Submit project for grading.

Price
$
Loan term (in months)
Interest (annual)
Monthly payment $
95,000
48
6%
2,231.08
Total payments
Interest paid
Average sales
$
4,500.00
Online Sales During Buy 1 Get 1 Free Sale
Date
Quantity
Item
State
7/30/2022
11 Old Bay
MD
7/30/2022
75 Original Blend
OH
7/30/2022
47 Original Blend
CA
7/30/2022
36 Sea Salt and Caramel MO
7/30/2022
19 Sea Salt and Caramel NJ
7/30/2022
55 Truffle
VA
7/30/2022
14 Truffle
DC
7/30/2022
62 Original Blend
AL
7/30/2022
49 Old Bay
MD
7/30/2022
22 Truffle
DC
7/30/2022
26 Sea Salt and Caramel MS
7/30/2022
12 Original Blend
NC
7/30/2022
57 Original Blend
VA
7/30/2022
28 Old Bay
NJ
7/30/2022
56 Old Bay
NJ
7/30/2022
71 Sea Salt and Caramel NY
7/31/2022
13 Old Bay
ID
7/31/2022
12 Sea Salt and Caramel OH
7/31/2022
46 Truffle
NY
7/31/2022
51 Original Blend
AL
7/31/2022
62 Old Bay
MD
7/31/2022
72 Original Blend
NC
7/31/2022
37 Sea Salt and Caramel MS
7/31/2022
53 Original Blend
VA
7/31/2022
69 Old Bay
MD
7/31/2022
21 Old Bay
MD
7/31/2022
27 Old Bay
VA
7/31/2022
75 Original Blend
WV
7/31/2022
31 Sea Salt and Caramel CA
7/31/2022
21 Sea Salt and Caramel MO
7/31/2022
41 Sea Salt and Caramel MS
7/31/2022
10 Truffle
NY
7/31/2022
10 Truffle
NY
7/31/2022
73 Original Blend
OH
8/1/2022
72 Truffle
NY
8/1/2022
71 Old Bay
MD
8/1/2022
38 Old Bay
DC
8/1/2022
37 Sea Salt and Caramel MS
8/1/2022
30 Sea Salt and Caramel AL
8/1/2022
20 Sea Salt and Caramel NC
8/1/2022
57 Original Blend
AL
8/1/2022
20 Original Blend
DC
8/1/2022
19 Original Blend
NY
8/1/2022
40 Original Blend
WV
8/1/2022
8/1/2022
8/1/2022
8/1/2022
8/1/2022
8/1/2022
8/1/2022
8/1/2022
8/1/2022
8/2/2022
8/2/2022
8/2/2022
8/2/2022
8/2/2022
8/2/2022
8/2/2022
8/2/2022
8/2/2022
8/3/2022
8/3/2022
8/3/2022
8/3/2022
8/3/2022
8/3/2022
8/3/2022
8/3/2022
8/3/2022
8/4/2022
8/4/2022
8/4/2022
8/4/2022
8/4/2022
8/4/2022
8/4/2022
8/4/2022
8/4/2022
8/4/2022
8/4/2022
8/4/2022
8/4/2022
8/4/2022
8/4/2022
8/4/2022
8/4/2022
8/4/2022
8/4/2022
8/4/2022
49 Original Blend
OH
62 Truffle
VA
72 Old Bay
VA
64 Sea Salt and Caramel DC
44 Old Bay
MD
30 Old Bay
WV
29 Original Blend
AL
67 Original Blend
SC
24 Truffle
SC
55 Original Blend
OH
14 Original Blend
NY
23 Sea Salt and Caramel NJ
12 Sea Salt and Caramel NJ
39 Old Bay
NY
12 Truffle
NY
74 Old Bay
OH
11 Truffle
DC
33 Old Bay
CA
33 Original Blend
AL
51 Original Blend
MS
34 Sea Salt and Caramel OH
28 Old Bay
CA
15 Old Bay
DC
72 Original Blend
CA
65 Truffle
VA
70 Sea Salt and Caramel NJ
11 Sea Salt and Caramel WV
33 Old Bay
MD
19 Old Bay
DC
64 Sea Salt and Caramel NJ
75 Sea Salt and Caramel NY
34 Original Blend
MD
61 Original Blend
AL
11 Truffle
VA
23 Old Bay
MD
62 Old Bay
MD
26 Old Bay
VA
63 Truffle
NY
35 Original Blend
OH
35 Sea Salt and Caramel CA
42 Original Blend
CA
56 Truffle
CA
46 Old Bay
MD
23 Original Blend
MD
31 Old Bay
VA
52 Original Blend
VA
70 Sea Salt and Caramel MS
8/4/2022
8/4/2022
8/4/2022
8/4/2022
8/5/2022
8/5/2022
8/5/2022
8/5/2022
8/5/2022
8/5/2022
8/5/2022
8/5/2022
8/5/2022
8/5/2022
8/5/2022
8/5/2022
8/5/2022
8/5/2022
8/5/2022
8/5/2022
8/5/2022
8/5/2022
8/5/2022
8/5/2022
8/5/2022
8/5/2022
18 Original Blend
NC
58 Original Blend
WV
32 Old Bay
WV
59 Truffle
OH
44 Old Bay
MD
14 Truffle
OH
24 Original Blend
CA
55 Original Blend
MD
66 Sea Salt and Caramel VA
61 Truffle
MD
26 Truffle
VA
40 Sea Salt and Caramel AL
43 Old Bay
MD
15 Old Bay
WV
47 Original Blend
WV
19 Truffle
CA
19 Truffle
CA
16 Truffle
MO
66 Original Blend
WV
26 Sea Salt and Caramel DC
11 Old Bay
DC
75 Sea Salt and Caramel MD
51 Sea Salt and Caramel VA
51 Truffle
AL
52 Sea Salt and Caramel MS
18 Old Bay
NC
Date
Old Bay Black Truffle Sea Salt and Caramel Daily Total (# sold)Daily Total ($)
1-Aug
244
88
214
546
2-Aug
230
190
82
502
3-Aug
50
170
161
381
4-Aug
245
98
182
525
5-Aug
200
220
115
535
6-Aug
30
138
256
424
7-Aug
131
58
201
390
8-Aug
268
146
42
456
9-Aug
31
179
209
419
10-Aug
34
67
34
135
11-Aug
215
243
103
561
12-Aug
274
75
278
627
13-Aug
155
91
229
475
14-Aug
75
194
60
329
15-Aug
226
187
245
658
16-Aug
35
48
211
294
17-Aug
58
148
264
470
18-Aug
279
174
32
485
19-Aug
171
126
106
403
20-Aug
216
71
74
361
21-Aug
119
245
77
441
22-Aug
86
137
272
495
23-Aug
278
246
199
723
24-Aug
271
238
47
556
25-Aug
173
242
278
693
26-Aug
59
270
260
589
27-Aug
170
90
194
454
28-Aug
279
43
60
382
29-Aug
30
227
193
450
30-Aug
126
124
250
500
31-Aug
119
96
262
477
Sales Goal Met?
Current price per box:
Daily sales goal:
Average daily sales:
Lowest daily sales:
Highest daily sales:
$6
$3,000
Excel 365/2021 Capstone Level 2 Working With Sales
Data
These instructions are compatible with both Microsoft Windows and Mac
operating systems.
In this project, you will work with sales data from Top’t Corn, a popcorn company with an online
store, multiple food trucks, and two retail stores. You will insert a new worksheet and enter sales
data for the four food truck locations, formatting the data, and calculating totals. You will create
a pie chart to represent the total units sold by location and a column chart to represent sales by
popcorn type. You will format the charts, and then set up the worksheet for printing. Next, you
will help Top’t Corn decide whether or not a new truck loan is a good idea. Working with the
daily sales data for one of the brick-and-mortar stores, you will calculate the sales for each date,
and the average, minimum, and maximum sales. Finally, you will work with the online sales data
to format it as an Excel table and apply sorting and filtering.
Skills needed to complete this project:
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
Close a workbook
Insert a worksheet
Name a worksheet
Move a worksheet
Enter text
Enter numbers
Edit text
Autofit a column
Apply a cell style
Add cell shading
Change font color
Merge and center text across cells
Apply bold formatting
Apply number formatting
Enter a SUM function
Copy formula using AutoFill
Insert a pie chart
Apply a chart Quick Layout
Move a chart
Insert a column chart
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
Switch the row/column in a column chart
Change the chart title
Apply a chart Quick Style
Show chart data labels
Preview how a worksheet will look when printed
Change worksheet orientation
Change the print margins
Scale a worksheet for printing
Change the color of a worksheet tab
Apply a column width
Enter a simple formula using multiplication
Enter a simple formula using subtraction
Add cell borders
Create a formula referencing cells in another worksheet
Enter an AVERAGE function
Use the IF function
Apply date formats
Use an absolute reference in a formula
Name a range of cells
Use a named range in a formula
Use the MIN function in a formula
Use the MAX function in a formula
Apply a table Quick Style
Use the table Total row
Sort data in a table
Filter data in a table
Steps to complete this project:
Mark the steps as checked when you complete them.
1. Open the start file EX2021-Capstone-Level2.
Note: If the workbook opens in Protected View, click the Enable Editing button in the Message
Bar at the top of the worksheet so you can modify it.
2. The file will be renamed automatically to include your name. Change the project
file name if directed to do so by your instructor, and save it.
3. Insert a new worksheet and rename it: FoodTrucks
4. If necessary, move the FoodTrucks worksheet so it appears first in the workbook.
5. Enter the text and sales data as shown in the table below. Check your work carefully.
This table lists information for data entry into the worksheet.
A
1
B
C
D
E
Ballston
Top’t Corn Food Truck Sales
(Aug)
2
Truck
Location
3
Crystal City
Merrifield
Lorton
4
Old Bay
1600
1200
500
1200
5
Truffle
4400
800
1700
1100
6
Sea Salt and Caramel
3300
1700
1400
1700
6. Format the data as follows:
a. Apply the Heading 1 cell style to cell A1.
b. Apply the Gold, Accent 3 fill color to cell A1. Use the seventh color from
the right in the row of Theme colors.
c. Apply the White, Background 1 font color to cell A1. Use the first color at
the left in the first row of Theme colors.
d. Merge and center the worksheet title across cells A1:E1.
e. Apply the Heading 3 cell style to cell B2.
f. Merge and center cells B2:E2.
g. Bold cells B3:E3.
h. Apply the Accounting Number Format with 0 digits after the decimal to
cells B4:E6.
i. AutoFit columns A:E.
7. Calculate total sales for each of the truck locations.
a. Enter the word Total in cell A7.
b. Enter a SUM function in cell B7 to calculate the total of cells B4:B6.
c. Use AutoFill to copy the formula to cells C7:E7.
d. Apply the Total cell style to cells A7:E7.
8. Insert a pie chart (2-D Pie) to show the Old Bay sales for the month by location. Each
piece of the pie should represent the Old Bay sales for a single location.
Note: You must complete this step correctly in order to receive points for completing
the next step. Check your work carefully.
9. Modify the pie chart as follows:
a. Apply the Layout 2 Quick Layout.
b. Move the chart so it appears below the sales data.
10. Insert a clustered column chart (2-D Column) to show the sales for each type of
popcorn for each location. Do not include the totals.
Note: You must complete this step correctly in order to receive points for completing
the next step. Check your work carefully.
11. Modify the column chart as follows:
a. If necessary, modify the chart so each location is represented by a data
series and the popcorn types are listed along the x axis.
b. Change the chart title to: August Sales
c. Apply the Style 5 chart Quick Style.
d. Display the chart data labels using the Center option.
e. If necessary, move the chart so it is next to the pie chart and the top of the
charts are aligned.
12. Preview how the worksheet will look when printed, and then apply print settings to
print the worksheet on a single page. Hint: If you have one of the charts selected,
deselect it before previewing the worksheet. Preview the worksheet again when you
are finished to check your work.
a. Change the orientation so the page is wider than it is tall.
b. Change the printing scale so all columns will print on a single page.
13. Top’t Corn is considering a new truck purchase. Calculate the total cost of the loan.
a. Change the color of the TruckLoan worksheet tab to Light Blue. Use the
seventh color from the right in the row of Standard colors.
b. Set the width of column B to 17.
c. In cell B6, enter a formula to calculate the total paid over the life of the
loan (the monthly payment amount in cell B4 * the number of payments in
cell B2). Use cell references.
d. In cell B7, enter a formula to calculate the total interest paid over the life of
the loan (the total payments in cell B6 – the original price of the truck in
cell B1). Use cell references.
e. Apply borders using the Thick Outside Borders (Thick Box Border on a
Mac) option around cells A6:B7.
f. In cell A10, type: Buy new truck?
g. In cell B10, enter a formula using the IF function to display Yes if the
monthly payment for the truck loan is less than the average sales per
month for the current trucks. Display No if it is not.
14. Complete the following steps in the TysonsStore2022 worksheet:
a. Select cells A2:A32, and apply the Short Date date format.
b. In cell F2, enter a formula to calculate the daily total in dollars. Multiply the
value in the Daily Total (# Sold) column by the current price per box in
cell K1. Use an absolute reference where appropriate and copy the formula
to cells F3:F32.
c. In cell G2, enter a formula using the IF function to determine whether the
daily sales goal in cell K2 was met. Display yes if the value in the Daily
Total ($) column is greater than or equal to the daily sales goal.
Display no if it is not. Use an absolute reference where appropriate and
copy the formula to cells G3:G32.
d. Create a named range DailyTotal for cells F2:F32.
e. In cell K3, enter a formula using the named range DailyTotal to calculate
the average daily sales in dollars.
f. In cell K4, enter a formula using the named range DailyTotal to find
the lowest daily sales in dollars.
g. In cell K5, enter a formula using the named range DailyTotal to find
the highest daily sales in dollars.
15. Go to the OnlineSales worksheet and format the sales data as a table using the table
style
Gold, Table Style Light 11.
16. Sort the data alphabetically by values in the Item column.
17. Filter the table to show only rows where the value in the State column is NJ.
18. Save and close the workbook.
19. Upload and save your project file.
20. Submit project for grading.

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