# CONSOLIDATE DATA AND USE FINANCIAL FUNCTIONS, TABLES, AND CHARTS

Shelly Cashman Excel 2019 | Modules 4-7: SAM Capstone Project 1a

Shelly Cashman Excel 2019 | Modules 4-7: SAM Capstone Project 1a

CONSOLIDATE DATA AND USE FINANCIAL FUNCTIONS, TABLES, AND CHARTS

## GETTING STARTED

Open the file **SC_EX19_CS4-7a_ FirstLastName_1.xlsx**, available for download from the SAM website.

Save the file as **SC_EX19_CS4-7a_ FirstLastName_2.xlsx** by changing the “1” to a “2”.

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:

Support_EX19_CS4-7a_Media.txt

Support_EX19_CS4-7a_Properties.html

Support_EX19_CS4-7a_Revenue.xlsx

With the file **SC_EX19_CS4-7a_ FirstLastName_2.xlsx** still open, ensure that your first and last name is displayed in cell B6 of the Documentation sheet.

If cell B6 does not display your name, delete the file and download a new copy from the SAM website.

PROJECT STEPS

Bao Phan is a financial analyst for Victoria Streaming Service (VSS), a website that streams movies and TV shows to subscribers in the United States, Canada, and the United Kingdom. He is tracking sales for the year and asks for your help in projecting future sales and visualizing the sales data. The *U.S., Canada*, and *U.K.* worksheets have the same structure and contain similar data. Group the *U.S.*, *Canada*, and *U.K.* worksheets to make changes to the three worksheets at the same time. The first change is to display today’s date. In cell H1 of the *U.S.* worksheet, enter a formula using the **TODAY** function to display today’s date.

Use the text in cell H5 to fill the range I5:K5 with the names of the remaining quarters in the year.

VSS has applied a goal of increasing revenue to $90,000 in the fourth quarter of next year. For Quarter 1, Bao estimates $84,307 in revenue, which is the average revenue per quarter from the current year. Project the revenue in Quarters 2 and 3 by filling the series for the first projection (range H7:K7) with a linear trend.

Bao is confident that revenue will increase by at least 2 percent per quarter next year. He wants to calculate these revenue goals in a second projection. Project next year’s revenue in the second projection (range H9:K9) based on a growth series using **1.02** as the step value.

Bao wants to consolidate the sales data in the *U.S., Canada*, and *U.K.* worksheets on the *All Locations* worksheet. Ungroup the worksheets, go to the *All Locations* worksheet, and then consolidate the data as follows:

In cell B6, enter a formula using the **SUM** function and a 3D reference to total the revenue from Action movies in Quarter 1 (cell **B6**) in the U.S., Canada, and U.K.

Copy the formula in cell B6 to calculate the revenue from the other types of movies for all four quarters (range B7:B11 and C6:E11), pasting the formula only.

Bao wants to round the total sales values so that they are easier to remember.

In cell B12, add the **ROUNDUP** function to display the total sales for Quarter 1 rounded up to **0** decimal places.

Fill the range C12:F12 with the formula in cell B12.

In cell F14, Bao wants to display the total revenue from the previous year. This data is stored in another workbook. Insert the total as follows:

Open the file **Support_EX19_CS4-7a_Revenue.xlsx**.

In cell F14 of Bao’s workbook, insert a formula using an external reference to the total revenue (cell F12) in the *All Locations* worksheet in the **Support_EX19_CS4-7a_Revenue.xlsx** workbook.

Bao wants to visualize how the revenue for each type of media contributed to the total revenue for the four quarters. Create a chart as follows to illustrate this information:

Create a 3-D Pie chart that shows how the revenue from each type of media (range A6:A11) contributed to the total revenue (range F6:F11).

Move and resize the chart so that the upper-left corner is in cell A15 and the lower-right corner is in cell E30.

Format the 3-D Pie chart as follows to make it easier to interpret:

Add data labels to the chart on the **Outside End** of each slice.

Display only the **Category Name** and Percentage amounts in the data labels.

Change the number format of the data labels to **Percentage** with **1** decimal place.

Explode the largest slice (Comedy) by **10** percent.

Change the chart colors to **Monochromatic Palette 1** to coordinate with the data source range.

Apply **Style 8** to the chart to simplify the chart design.

If present, remove the chart title which is not necessary for this chart.

Bao also wants to visualize the revenue for each type of media per quarter. Create a chart as follows to illustrate this information:

Use the Quick Analysis tool to create a Stacked Column chart that compares the revenue from each type of media for Quarters 1–4 (range A5:E11). [MAC HINT: Select Stacked Column chart from Recommended Charts under the Insert tab.]

Switch the rows and columns to compare the four quarters of data rather than the six types of media.

Move and resize the chart so that the upper-left corner is in cell F15 and the lower-right corner is in cell K37.

Bao decides he wants the chart to compare revenue from movies only. Modify the Stacked Column chart as follows to meet his request and make the chart more meaningful:

Remove the **TV Shows** data series from the chart.

Add a **Data Table** with legend keys to the chart.

Use **Movie Revenue** as the chart title.

Remove the legend, which repeats information in the data table.

Bao has a text file that describes the types of media the company provides. Import the text file as follows:

Get data from the Text/CSV file **Support_EX19_CS4-7a_Media.txt**.

Edit the text file before loading it to use the first row as headers.

In the Power Query Editor window, choose to close and load to a location in the worksheet. [MAC Hint: Use Text Import Wizard to import data as tab delimited text.]

View the imported data as a table and insert the data in cell **H5** of the existing worksheet. [MAC Hint: Import data as text and update the table name from “Table_2” to “Support_EX19_CS4_7a_Media”.]

Apply **Blue, Table Style Medium 2** to the imported table to coordinate with the rest of the worksheet contents. [MAC Hint: Format as Table using Blue, Table Style Medium 2.]

Bao decides that he might want to sort and filter the revenue data. Format the range A5:F12 as a table with headers.

Go to the *Original Content* worksheet, which lists movies and TV shows that VSS is developing itself and indicates whether each project is approved for production. Bao wants to list the approved projects in a separate part of the worksheet. Use an advanced filter as follows to list these projects in a new range:

In cell F26, type **Yes** as the value to filter on in the criteria range.

Create an advanced filter using the Projects table (range **A1:F23**) as the List range.

Use the range **A25:F26 **as the Criteria range.

Copy the results to another location, starting in the range **A28:F28**.

Insert a table using the range A28:F36 as the data and specifying that the table has a header row.

Filter the new table to display only data for TV shows.

VSS wants to delay the development of dramas that have not been approved because dramas have not been selling well. Bao asks you to identify these projects on the *Original Content* worksheet. Add a column to the Projects table and determine which projects meet the criteria as follows:

Add a column to the right of the Approved? column.

Type **Delay?** as the column heading.

In cell G2, enter a formula using the **AND** function that includes structured references to display TRUE if a project has a **[Project Type]** of **“Drama”** and an **[Approved?]** value of **“No”**. Fill the range G3:G23 with the formula in cell G2 if Excel does not do so automatically.

Bao asks you to identify the projects with budgets of $25,000 or more, those with budgets of $15,000 or more, and those with budgets less than $15,000.

In the Budget column (range E2:E23), create a new Icon Set Conditional Formatting rule using the **3 Symbols (Circled)** indicators.

Display the green circled symbol in cells with a Number type value greater than or equal to **25000**.

Display the yellow circled symbol in cells with a Number type value greater than or equal to **15000**.

Display the red circled symbol in cells with a Number type value less than **15000**.

The range I1:J13 lists project details, including the ID code that VSS producers use to refer to the projects. Bao wants to find a simple way to look up a project name based on its ID. Create a formula that provides this information as follows:

In cell J3, begin to enter a formula using the **VLOOKUP** function.

Use the Project ID (cell **J2**) as the lookup value.

Use the Projects table (range **A2:G23**) as the table_array.

Use the Project Name column (column **2**) as the col_index_num.

Specify an exact match (**FALSE**) for the range_lookup.

Bao also wants to list the start date of the project identified in cell J2. In cell J4, enter a formula using the **VLOOKUP** function that looks up the value in cell **J2** in the Projects table, and then returns the corresponding start date as an exact match.

Bao also wants to calculate the number of projects that have a budget of more than $15,000 and determine the average budget amount for comedy projects. Create formulas that provide this information as follows:

In cell J8, create a formula using the** DCOUNT **function to count the number of projects with budget amounts more than $15,000, using the Projects table (**Projects[#All]**) as the database, **“Budget”** as the field, and the range **I6:I7** as the criteria.

In cell J13, create a formula using the **DAVERAGE** function to average the budget amounts for Comedy projects in the Projects table, using the range **I11:I12** as the criteria.

Finally, Bao wants to summarize the number of projects proposed by the project type and calculate their total and average budget amounts. Calculate this information for Bao as follows:

In cell J16, enter a formula using the **COUNTIF** function that counts the number of Action movie projects, using **Projects[Project Type]** as the range and cell **I16** as the criteria.

Fill the range J17:J19 with the formula in cell J16.

In cell K16, enter a formula using the **SUMIF** function that totals the budget for Action movie projects, using **Projects[Project Type]** as the range, cell **I16** as the criteria, and **Projects[Budget]** as the sum_range.

Fill the range K17:K19 with the formula in cell K16.

In cell L16, enter a formula using the **AVERAGEIF **function that averages the budget amounts for Action movie projects.

Fill the range L17:L19 with the formula in cell L16.

Bao wants to compare the projects by project type, start date, and budget. Insert a chart as follows to provide this comparison:

Insert a **Treemap** chart based on the range C1:E23.

Use **Projects by Date and Budget** as the chart title.

Change the font size of the chart title to 12 point.

Move the chart so that its upper-left corner is in cell I21 and its lower-right corner is in cell O37.

Go to the *Subtotals* worksheet, which lists the same projects as on the *Original Content* worksheet. Bao wants to display the data by project type, and then list the projects by start date. (*Hint*: You must complete all actions in this step and the following step correctly to receive full credit.) Sort the data in the table in ascending order first by project type and then by start date, both in ascending order.

Bao also wants to calculate subtotals for each funding type.

Convert the table to a range.

Insert a subtotal at each change in the **Project Type** value.

Use the **Sum** function to calculate the subtotals.

Add subtotals to the **Budget** values only.

Include a summary below the data.

Collapse the outline to display only the subtotals for each project type and the grand total.

Go to the *Expansion Funding* worksheet. VSS is considering whether to expand into selling portable media devices for viewing their streaming content. The company would buy the devices from a manufacturer and then ship them from a distribution center. Bao is seeking funding for the expansion and wants to create a loan analysis to cover the cost of the distribution center. First, Bao wants to update and define names in the worksheet as follows:

Delete the Loan_Calculator defined name.

For cell B8, edit the defined name to use **Loan_Amount** as the name.

In the range D4:D8, create defined names based on the values in the range C4:C8.

Bao needs to calculate the monthly payment for a loan to purchase the distribution center. Calculate the payment as follows:

In cell D6, start to enter a formula using the **PMT** function.

Divide the **Rate** (cell D4) by **12** to use the monthly interest rate.

Use the **Term_in_Months** (cell D5) to specify the number of periods.

Use the **Loan_Amount** (cell B8) to include the present value.

Display the result as a positive amount.

Calculate the total interest and cost as follows:

In cell D7, enter a formula without using a function that multiples the **Monthly_Payment** (cell D6) by the **Term_in_Months** (cell D5), and then subtracts the **Loan_Amount** (cell B8) from the result to determine the total interest.

In cell D8, enter a formula without using a function that adds the **Price** (cell B6) to the **Total_Interest** (cell D7) to determine the total cost.

Bao wants to compare monthly payments for interest rates that vary from 3.85 to 5.05 percent and for terms of 120, 180, and 240 months. He has already set up the structure for a data table in the range A12:D25. Create a two-variable data table as follows to provide the comparison that Bao requests:

In cell A12, enter a formula without using a function that references the **Monthly_Payment** amount (cell D6) because Bao wants to compare the monthly payments.

Based on the range A12:D25, create a two-variable data table that uses the term in months (cell D5) as the row input cell and the rate (cell D4) as the column input cell.

Bao has three other options for purchasing the distribution center. In the first scenario, he would pay off the loan in 10 years at an interest rate of 4.45 percent. He wants to determine the monthly payment for the first scenario. In cell G10, insert a formula using the **PMT** function using the monthly interest rate (cell **G6**), the loan period in months (cell **G8**), and the loan amount (cell **G4**) to calculate the monthly payment for the 10 Years scenario.

In the second scenario, Bao could pay back the loan in 15 years and make a monthly payment of $16,000 at an annual interest rate of 4.4 percent. He wants to know the loan amount he should request with those conditions. In cell H4, insert a formula using the **PV** function and the monthly interest rate (cell **H6**), the loan period in months (cell **H8**), and the monthly payment (cell **H10**) to calculate the loan amount for the 15 Years scenario.

In the third scenario, Bao could pay back the loan for 5 years with a monthly payment of $20,000 at an annual interest rate of 4.55 percent and then renegotiate better terms. He wants to know the amount remaining on the loan after 5 years, or the future value of the loan. In cell I11, insert a formula using the **FV** function and the rate (cell **I6**), the number of periods (cell **I8**), and the monthly payment (cell **I10**) to calculate the future value of the loan for the 5 Years scenario.

Bao is also considering other properties to purchase. The worksheet should list information about these properties, which is contained in a webpage. Import data from the webpage as follows:

In the *Expansion Funding* worksheet, get data from the webpage **Support_EX19_CS4-7a_Properties.html**. (*Hint*: Use Windows Explorer to copy the path to the webpage, and then type **\Support_EX19_CS4-7a_Properties.html** at the end of the path.) [MAC Hint: Open the Support_EX19_CS4-7a_Properties.html file in Excel.]

Import only the **Candidate Properties** data. [MAC Hint: Copy the range A1:E7 from the Support_EX19_CS4-7a_Properties.html file.]

Load the webpage data as a table to cell **F26** in the existing worksheet. [MAC Hint: Paste the range copied above into cell F26 of the Expansion Funding worksheet.]

Format the imported data in the range F26 using **Blue, Table Style Medium 2**. [MAC Hint: Format as Table using Blue, Table Style Medium 2.]

Bao wants to list the property information in the range F15:I19 using his preferred format. Incorporate the imported data in the range F15:I19 as follows:

In cell F15, enter a formula using the **PROPER** function to capitalize the first letter in each word in the Type text in cell **F27**.

Fill the range F16:F19 with the formula in cell F15 to list the remaining property types.

In cell G15, enter a formula using the **CONCAT** function that displays the first name shown in cell **H27** followed by a space (**” “**), and then the last name shown in cell **I27**.

Fill the range G16:G19 with the formula in cell G15 to list the full names of the remaining contacts.

In cell H15, enter a formula using the **RIGHT** function to insert the last **2** characters on the right of cell **G27**. Copy the formula in cell H15 to the range H16:H19.

In cell I15, enter a formula using the **LEFT** function to insert the first **2** characters on the left of cell **J27**. Copy the formula in cell I15 to the range I16:I19.

Hide rows 26 to 32 so the worksheet does not display duplicated data.

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.

Final Figure 1: U.S. Worksheet

Final Figure 2: Canada Worksheet

Final Figure 3: U.K. Worksheet

Final Figure 4: All Locations Worksheet

Final Figure 5: Original Content Worksheet

Final Figure 6: Subtotals Worksheet

Final Figure 7: Expansion Funding Worksheet

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