Working With

Advanced Excel 2013

Activity Book
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Working With Advanced Excel 2013/AB/14_M01_V01

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COURSE DESIGN-ACTIVITY BOOK
Table of Contents

About This Activity Book Prologue

Chapters Conventions

Task

Activity

Problem Statement

Solution

Exercises
 Table of Contents

About This Activity Book

Prologue ------------------------------------------------------------------------------------ i
Conventions------------------------------------------------------------------------------- ii

Chapter 1 – Gathering and Processing Data for Reports

Task 1.1: Sorting the Data in a Workbook ---------------------------------------- 1.3

Task 1.2: Sorting the Data in a Workbook Using Custom Sort --------------- 1.4
Task 1.3: Sorting the Data in a Workbook Using Custom Lists -------------- 1.7
Task 1.4: Filtering the Data in a Workbook -------------------------------------- 1.9
Task 1.5: Grouping the Data in a Workbook ------------------------------------- 1.11
Task 1.6: Preventing the User from Entering Invalid Data -------------------- 1.14
Task 1.7: Encircling Invalid Data in the Cells ------------------------------------ 1.16
Task 1.8: Applying the Conditional Formatting --------------------------------- 1.18
Task 1.9: Defining a Range Name by Using the Define Name Option ------- 1.20
Activity 1.1: Arranging the Data in Tabular Form ------------------------------ 1.21
Problem Statement ----- ------------------------------------------------------1.21
Solution ------------------------------------------------------------------------------ 1.21
Activity 1.2: Processing Data Using Functions ----------------------------------- 1.23
Problem Statement ----------------------------------------------------------------- 1.23
Solution ------------------------------------------------------------------------------ 1.23
Activity 1.3: Processing Data Using Financial Functions ----------------------- 1.28
Problem Statement ----------------------------------------------------------------- 1.28
Solution ------------------------------------------------------------------------------ 1.28
Exercises --------------------------------------------------------------------------------- 1.29

Chapter 2 – Summarizing Data

Task 2.1: Inserting an Embedded Chart and Moving an

Embedded Chart to a Chart Sheet -------------------------------------------------- 2.3
Task 2.2: Customizing a Chart ------------------------------------------------------ 2.6
Task 2.3: Inserting and Organizing PivotTable ---------------------------------- 2.7
Task 2.4: Customizing a PivotTable Report -------------------------------------- 2.10
 Task 2.5: Disconnecting a Slicer ---------------------------------------------------- 2.14
Task 2.6: Creating a PivotChart Report by Using the PivotTable
Tools Options Contextual Tab ------------------------------------------------------ 2.16
Exercises --------------------------------------------------------------------------------- 2.17

Chapter 3 – Analyzing Data for Decision Making

Task 3.1: Inserting Sparkline--------------------------------------------------------- 3.3

Task 3.2: Modifying Sparkline ------------------------------------------------------- 3.4
Activity 3.1: Projecting Differences in Data --------------------------------------- 3.5
Problem Statement ------------------------------------------------------------------ 3.5
Solution ------------------------------------------------------------------------------ 3.5
Task 3.3: Using the Scenario Manager Tool --------------------------------------- 3.6
Task 3.4: Using the Goal Seek Tool ------------------------------------------------- 3.8
Task 3.5: Enabling the Solver Add-in ---------------------------------------------- 3.9
Task 3.6: Finding a Solution by Using the Solver Add-in ---------------------- 3.10
Exercises --------------------------------------------------------------------------------- 3.13

Chapter 4 – Exchanging Data Between Various Sources

Task 4.1: Loading the Data from a Tab Delimited Text File ------------------- 4.3
Task 4.2: Loading the Data from the Internet ------------------------------------ 4.6
Task 4.3: Exporting Data to the Text Files ---------------------------------------- 4.8
Task 4.4: Exporting Worksheet to the Web --------------------------------------- 4.9
Activity 4.1: Transferring the Data from Microsoft Excel to
Microsoft PowerPoint ----------------------------------------------------------------- 4.10
Problem Statement ----------------------------------------------------------------- 4.10
Solution ----------------------------------------------------------------------------- 4.10
Exercises --------------------------------------------------------------------------------- 4.12

Chapter 5 – Collaborating with Other Users

Task 5.1: Protecting Workbook with Password ---------------------------------- 5.3

Activity 5.1: Protecting Information ------------------------------------------------ 5.5
Problem Statement ------------------------------------------------------------------ 5.5
Solution ------------------------------------------------------------------------------ 5.5
Task 5.2: Sharing the Workbook --------------------------------------------------- 5.10
Task 5.3: Enabling Track Changes------------------------------------------------- 5.11
 Activity 5.2: Allowing Simultaneous Information Access ----------------------5.12
Problem Statement -----------------------------------------------------------------5.12
Solution ------------------------------------------------------------------------------5.12
Exercises ---------------------------------------------------------------------------------5.18

Chapter 6 – Automating the Business Operations

Task 6.1: Enabling the Developer Tab --------------------------------------------- 6.3

Task 6.2: Recording a Macro -------------------------------------------------------- 6.4
Task 6.3: Executing a Macro --------------------------------------------------------- 6.6
Task 6.4: Deleting a Recorded Macro ---------------------------------------------- 6.8
Activity 6.1: Customizing a Macro --------------------------------------------------6.10
Problem Statement -----------------------------------------------------------------6.10
Solution ------------------------------------------------------------------------------6.10
Exercises ---------------------------------------------------------------------------------6.14
ABOUT THIS ACTIVITY BOOK
 Prologue
This book is the activity book for the course, Working With Advanced Excel 2013. It helps in enabling
a student to perform data and information analysis through organizing, processing, and developing
records using Microsoft Excel.

About This Activity Book i

 Conventions

Convention Indicates…

Note

Placeholder for a task

Placeholder for an activity

ii About This Activity Book

Gathering and
Processing Data for
Reports

Chapter 1
 Task 1.1: Sorting the Data in a Workbook

Prerequisite: To perform this task, you need to use the SupplierDetails.xlsx workbook.
To sort the data in a workbook, you need to perform the following steps:
1. Open the SupplierDetails.xlsx workbook.
2. Select the B1 cell.
3. Click the Sort & Filter drop-down button in the Editing group under the Home tab. The drop-down list
is displayed.
4. Select the Sort A to Z option. The data in the SupplierDetails.xlsx workbook will be displayed, as
shown in following figure.

The Data in the SupplierDetails Workbook

5. Save and close the Microsoft Excel workbook.

Gathering and Processing Data for Reports 1.3

 Task 1.2: Sorting the Data in a Workbook
Using Custom Sort
Prerequisite: To perform this task, you need to use the MemberDetails.xlsx workbook.
To sort the data in a workbook using custom sort, you need to perform the following steps:
1. Open the MemberDetails.xlsx workbook.
2. Select the A1:G101 cell range.
3. Click the Sort & Filter drop-down button in the Editing group under the Home tab. The drop-down list
is displayed.
4. Select the Custom Sort option. The Sort dialog box is displayed, as shown in the following figure.

The Sort Dialog Box

5. Select the Plan ID option in the Sort by drop-down list.
6. Ensure that the Values option is selected in the Sort On drop-down list.
7. Ensure that the Smallest to Largest option is selected in the Order drop-down list.

1.4 Gathering and Processing Data for Reports

8. Click the Add Level button in the Sort dialog box. A new level of sorting is added as shown in
the following figure.

The Sort Dialog Box

9. Select the First Name option from the Then by drop-down list.
10. Ensure that the Values option is selected in the Sort On drop-down list.
11. Ensure that the A to Z option is selected in the Order drop-down list.

Gathering and Processing Data for Reports 1.5

12. Click the OK button. The data in the MemberDetails.xlsx workbook will be displayed, as shown in
the following figure.

The Data in the MemberDetails

Workbook 13. Save and close the Microsoft Excel workbook.

1.6 Gathering and Processing Data for Reports

 Task 1.3: Sorting the Data in a Workbook
Using Custom Lists
Prerequisite: To perform this task, you need to use the StaffDetails.xlsx workbook.
To sort the data in a workbook using custom lists, you need to perform the following steps:
1. Open the StaffDetails.xlsx workbook.
2. Select the A1:D26 cell range.
3. Click the Sort & Filter drop-down button in the Editing group under the Home tab. The drop-down list
is displayed.
4. Select the Custom Sort option. The Sort dialog box is displayed.
5. Select the Month of Joining option in the Sort by drop-down list.
6. Ensure that the Values option is selected in the Sort On drop-down list.
7. Select the Custom List option in the Order drop-down list. The Custom Lists dialog box is
displayed, as shown in the following figure.

The Custom Lists Dialog Box

8. Select the January,February,March,April option in the Custom Lists list box.
9. Click the OK button.

Gathering and Processing Data for Reports 1.7

10. Click the OK button. The data in the StaffDetails.xlsx workbook will be displayed in order of
their month of joining, as shown in the following figure.

The StaffDetails Workbook

11. Save and close the Microsoft Excel workbook.

1.8 Gathering and Processing Data for Reports

 Task 1.4: Filtering the Data in a Workbook

Prerequisite: To perform this task, you need to use the ProductsDetails.xlsx workbook.
To filter the data in a workbook, you need to perform the following steps:
1. Open the ProductsDetails.xlsx workbook.
2. Select the C1 cell.
3. Click the Sort & Filter drop-down button in the Editing group under the Home tab. The drop-down
list is displayed.
4. Select the Filter option.
5. Click the drop-down button in the C1 cell. The drop-down list is displayed.
6. Clear the (Select All) check box.
7. Select the 3 check box.

Gathering and Processing Data for Reports 1.9

8. Click OK button. The data in the ProductsDetails.xlsx workbook is displayed, as shown in
the following figure.

The ProductDetails Workbook

9. Save and close the Microsoft Excel workbook.

1.10 Gathering and Processing Data for Reports

 Task 1.5: Grouping the Data in a Workbook

Prerequisite: To perform this task, you need to use the DivisionSales.xlsx workbook.
To group the data in a workbook, you need to perform the following steps:
1. Open the DivisionSales.xlsx workbook.
2. Select the A4:E7 cell range.
3. Click the Data tab.
4. Click the down arrow of the Group drop-down button in the Outline group. The drop-down list is
displayed.
5. Select the Group option. A Group dialog box is displayed.
6. Ensure that the Row option selected.
7. Click the OK button.
8. Select the A10:E13 cell range.
9. Repeat the steps 4 to 7.
10. Select the A16:E19 cell range.
11. Repeat the steps 4 to 7.
12. Select the A22:E25 cell range.
13. Repeat the steps 4 to 7.
14. Select the A28:E31 cell range.

Gathering and Processing Data for Reports 1.11

15. Repeat the steps 4 to 7. After grouping, the data in the DivisionSales.xlsx workbook is displayed,
as shown in the following figure.

The DivisionSales Workbook

1.12 Gathering and Processing Data for Reports

16. Click all the minus symbols in the outline pane. The DivisionSales.xlsx workbook is displayed, as
shown in the following figure.

The DivisionSales Workbook

17. Save and close the Microsoft Excel workbook.

Gathering and Processing Data for Reports 1.13

 Task 1.6: Preventing the User from Entering
Invalid Data
Prerequisite: To perform this task, you need to use the BookSales.xlsx workbook.
To prevent the user from entering invalid data, you need to perform the following steps:
1. Open the BookSales.xlsx workbook.
2. Select the D3:D16 cell range.
3. Click the Data tab.
4. Click the down arrow of the Data Validation drop-down button in Data Tools group. The drop-
down list is displayed.
5. Select the Data Validation option. The Data Validation dialog box is displayed, as shown in
the following figure.

The Data Validation Dialog Box

6. Ensure that the Settings tab is selected.
7. Click the Allow drop-down list. The drop-down list is displayed.
8. Select the Whole Number option.
9. Click the Data drop-down list. The drop-down list is displayed.
10. Select the greater than option.
11. Type -1 in the text box below the label Minimum.
1.14 Gathering and Processing Data for Reports
12. Click the Error Alert tab.
13. Type Invalid Input in the Title text box.
14. Type Enter positive value in the Error message text box.
15. Click the OK button.
16. Save and close the Microsoft Excel workbook.

Gathering and Processing Data for Reports 1.15

 Task 1.7: Encircling Invalid Data in the Cells

Prerequisite: To perform this task, you need to use the SalaryDetails.xlsx workbook.
To encircle invalid data in the cells, you need to perform the following steps:
1. Open the SalaryDetails.xlsx workbook.
2. Select the C4:J23 cell range.
3. Click the Data tab.
4. Click the down arrow of the Data Validation drop-down button in Data Tools group. The drop-
down list is displayed.
5. Select the Data Validation option. The Data Validation dialog box is displayed.
6. Ensure that Settings tab is selected.
7. Click the Allow drop-down list. The drop-down list is displayed.
8. Select the Decimal option.
9. Click the Data drop-down list. The drop-down list is displayed.
10. Select the greater than option.
11. Type -1 in the Minimum text box.
12. Click the OK button.
13. Click the down arrow of the Data Validation drop-down button in Data Tools group under the Data
tab. The drop-down list is displayed.

1.16 Gathering and Processing Data for Reports

14. Select the Circle Invalid Data option. The data in the SalaryDetails.xlsx workbook is displayed,
as shown in the following figure.

The Data in SalaryDetails

Workbook 15. Save and close the Microsoft Excel workbook.

Gathering and Processing Data for Reports 1.17

 Task 1.8: Applying the Conditional
Formatting
Prerequisite: To perform this task, you need to use the FirstQtrSales.xlsx workbook.
To apply the conditional formatting, you need to perform the following steps:
1. Open the FirstQtrSales.xlsx workbook.
2. Select the B3:D35 cell range.
3. Click the Conditional Formatting drop-down button in the Styles group under the Home tab.
The drop-down list is displayed.
4. Select the Highlight Cells Rules option. A list is displayed.
5. Select the Greater Than option. The Greater Than dialog box is displayed.
6. Type 9000 in the text box below Format cells that are GREATER THAN.
7. Click the with drop-down list. The drop-down list is displayed.
8. Select the Green Fill with Dart Green Text option.

1.18 Gathering and Processing Data for Reports

9. Click the OK button. The data in the FirstQtrSales.xlsx workbook will be displayed, as shown in the
following figure.

The Data in FirstQtrSales

Workbook 10. Save and close the Microsoft Excel workbook.

Gathering and Processing Data for Reports 1.19

 Task 1.9: Defining a Range Name by Using
the Define Name Option
Prerequisite: To perform this task, you need to use the DefineName.xlsx workbook.
To define a range name using New Name dialog box, you need to perform the following steps:
1. Open the DefineName.xlsx workbook.
2. Select the B3:B6 cell range.
3. Click the Formulas tab.
4. Click the down arrow of Define Name drop-down button in the Defined Names group. The drop-
down list is displayed.
5. Select the Define Name option. The New Name dialog box is displayed, as shown in the
following figure.

The New Name Dialog Box

6. Type qtr_1 in the Name text box.
7. Click OK button.
8. Select the C3:C6 cell range.
9. Repeat the steps from 3 to 6. However, refer qtr_1 as qtr_2.
10. Select the D3:D6 cell range.
11. Repeat the steps from 3 to 6. However, refer qtr_1 as qtr_3.
12. Select the E3:E6 cell range.
13. Repeat the steps from 3 to 6. However, refer qtr_1 as qtr_4.
14. Select the B8 cell and type the formula =SUM(qtr_1,qtr_2,qtr_3,qtr_4), and then press the Enter key.
15. Save and close the Microsoft Excel workbook.

Note
SUM() is a built-in function provided in Excel to calculate the sum of values in
the cells.

1.20 Gathering and Processing Data for Reports

 Activity 1.1: Arranging the Data in
Tabular Form

Problem Statement

Consider the scenario of Scholastic Book, the largest publisher of books in the US. The company publishes
different categories of books, such as Education, Comics, Novels, and Dictionaries. The details of the
books, such as the Book Name, Edition, Price, and Author, which are published in the current year, are
stored in Excel worksheet.
The Manager wants to view the book details in alphabetical order of book name. In addition, he wants to view
the details of the books authored by Sarah Holding. Help the manager to accomplish the required task.
Solution

Prerequisite: To perform the activity, you need to use the BookDetails.xlsx workbook.
To view the worksheet as required by the manager, he needs to perform the following tasks:
1. Sort the book names in alphabetical order.
2. Filter the books details on author name Sarah Holding.
Task 1: Sorting the Book Names in Alphabetical Order

To sort the book names in alphabetical order, you need to perform the following steps:
1. Open the BookDetails.xlsx workbook.
2. Select the C1 cell.
3. Click the Sort & Filter button in the Editing group under the Home tab. The drop-down list
is displayed.
4. Select the Sort A to Z option.
5. Save the Microsoft Excel workbook.
Task 2: Filtering the Book Details on Author Name Sarah Holding

To filter the book details on author name Sarah Holding, you need to perform the following steps:
1. Select the E1 cell.
2. Click the Sort & Filter button in the Editing group under the Home tab. The drop-down list displayed.
3. Select the Filter option.
4. Click the Author drop-down button.
5. Clear the (Select All) check box.
6. Select the Sarah Holdings check box.

Gathering and Processing Data for Reports 1.21

7. Click the OK button. The data in the BookDetails.xlsx workbook is displayed, as shown in
following figure.

The BookDetails Workbook

8. Save and close the Microsoft Excel workbook.

1.22 Gathering and Processing Data for Reports

 Activity 1.2: Processing Data Using Functions

Problem Statement

Consider the scenario of Berkley’s store, a leading electronics store in Ohio. The sales detail of last year
is available in a workbook. From this data, Sam, the Sales Manager, wants to analyze sales performance
of previous year. To accomplish this, Sam needs to perform the following operations:
 Find the total quantity of each product sold in the year.
 Find the maximum quantity of each product sold in the year.
 Find the minimum quantity of each product sold in the year.
 Find the average quantity of each product sold in the year.

Solution

Prerequisite: To perform the activity, you need to use the Berkley’s.xlsx workbook.
To solve the preceding problem, you need to perform the following tasks:
1. Find the total quantity of each product sold in the year.
2. Find the maximum quantity of each product sold in the year.
3. Find the minimum quantity of each product sold in the year.
4. Find the average quantity of each product sold in the year.
Task 1: Finding the Total Quantity of Each Product Sold in the Year

To find the total quantity of each product sold in the year, you need to perform the following steps:
1. Open the Berkley’s.xlsx workbook.
2. Select the O2 cell.
3. Type the formula, =Sum(C2:N2).
4. Select the O2:O51 cell range.
5. Click the Fill drop-down button in the Editing group under the Home tab. The drop-down list is
displayed.

Gathering and Processing Data for Reports 1.23

6. Select the Down option. The data in the Berkley’s.xlsx workbook will be displayed, as shown in the
following figure.

The Berkley’s Workbook

7. Save the Microsoft Excel workbook.
Task 2: Finding the Maximum Quantity of Each Product Sold in the Year

To find the maximum quantity of each product sold in the year, you need to perform the following steps:
1. Select the P2 cell.
2. Type the formula, =Max(C2:N2).
3. Select the P2:P51 cell range.
4. Click the Fill drop-down button in the Editing group under the Home tab. The drop-down list is
displayed.

1.24 Gathering and Processing Data for Reports

5. Select the Down option. The data in the Berkley’s.xlsx workbook will be displayed as, shown in the
following figure.

The Berkley’s Workbook

6. Save the Microsoft Excel workbook.
Task 3: Finding the Minimum Quantity of Each Product Sold in the Year

To find the minimum quantity of each product sold in the year, you need to perform the following steps:
1. Select the cell Q2.
2. Type the formula, =Min(C2:N2).
3. Select the Q2:Q51 cell range.
4. Click the Fill drop-down button in the Editing group under the Home tab. The drop-down list is
displayed.

Gathering and Processing Data for Reports 1.25

5. Select the Down option. The data in the Berkley’s.xlsx workbook will be displayed, as shown in the
following figure.

The Berkley’s Workbook

6. Save the Microsoft Excel workbook.
Task 4: Finding the Average Quantity of Each Product Sold in the Year

To find the average quantity of each product sold in the year, you need to perform the following steps:
1. Select the cell R2.
2. Type the formula, =AVERAGE(C2:N2).
3. Select the R2:R51 cell range.
4. Click the Fill drop-down button in the Editing group under the Home tab. The drop-down list is
displayed.

1.26 Gathering and Processing Data for Reports

5. Select the Down option. The data in the Berkley’s.xlsx workbook will be displayed, as shown in the
following figure.

The Berkley’s Workbook

6. Save and close the Microsoft Excel workbook.

Gathering and Processing Data for Reports 1.27

 Activity 1.3: Processing Data Using
Financial Functions

Problem Statement

Adam wants to buy a new car. For this purpose, he contacted two dealers. Both of them offered him different
prices for the car. The first dealer is selling the car at a price of $29,006 and the second dealer is selling the
car at a price of $31,679. However, as the price of the car is high, Adam decides to buy the car on the EMI
scheme. Therefore, he asks the dealers to provide him the details of EMI scheme offered by them. The first
dealer is offering the EMI scheme at 5% annual interest rate for the loan period of five years. Whereas, the
second dealer is offering the EMI scheme at 4% annual interest rate for the loan period of eight years. To
finalize the dealer from whom to buy the car, Adam wants to know the amount of the monthly installments,
he has to pay to each dealer. In addition, he wants to compare the total amount he has to pay including the
interest in both the deals.
Solution

Prerequisite: To solve the problem, you need to use the EMI.xlsx workbook.
To solve the preceding problem, you need to perform the following tasks:
1. Find the EMI offered by both the car dealers.
2. Find the future value of loan for both the car dealers.
Task 1: Finding the EMI Offered by Both the Car Dealers

To find the EMIs offered by both the car dealers, you need to perform the following steps:
1. Open the EMI.xlsx workbook.
2. Select the cell B5 and type =PMT(B3/12,B4*12,-B2), and then press the Enter key. The EMI value
of Car Dealer 1 will be displayed in the cell as $547.38.
3. Select the cell G5 and type =PMT(G3/12,G4*12,-G2), and then press the Enter key. The EMI value
of Car Dealer 2 will be displayed in the cell as $386.14.
4. Save the workbook.
Task 2: Finding the Future Value of Loan for Both the Car Dealers

To find the future value of loan for both the car dealers, you need to perform the following steps:
1. Select the cell B6 and type =FV(B3/12,B4*12,-B5), and then press the Enter key. The future value
of the loan for Car Dealer 1 will displayed as $37,225.10.
2. Select the cell G6 and type =FV(G3/12,G4*12,-G5), and then press the Enter key. The future value
of the loan for car dealer 2 will be $43,602.43.
3. Save and close the Microsoft Excel window.

1.28 Gathering and Processing Data for Reports

 Exercises
Exercise 1

Consider the scenario of University of Minnesota. The university is conducting an entrance examination
for the various courses offered by the university. It has received a large number of applications for the
entrance test. John, the Examination Controller, records all the applicants’ details in a worksheet. To
generate the admit cards and the entrance ids for the students, John is required to arrange the data by
ordering the names of applicants in an alphabetical order. You need to help John to accomplish the task.
Prerequisite: To perform this exercise, you need to use the ApplicantsDetails.xlsx workbook.
Hint 1: Use the Sort & Filter drop-down button.
Hint 2: Use the Sort A to Z option.
Exercise 2

Consider the scenario of MultiTech Software Solutions Inc. Jason, the HR Manager, is recording the
employee details in a Microsoft Excel worksheet. Jason wants to arrange the details in such a way that
the department names, along with the names of the employees in each department, are arranged in an
alphabetical order. You need to help Jason to accomplish the task.
Prerequisite: To perform this exercise, you need to use the EmployeeDetails.xlsx workbook.
Hint 1: Use the Sort & Filter drop-down button.
Hint 2: Use the Sort dialog box.
Exercise 3

Consider the scenario of Hilton Finance Services. The company maintains all its employee details in a
Microsoft Excel worksheet. Jose, the HR Executive, wants to view the details of the employees working
in the Finance department. You are required to help Jose to accomplish the task.
Prerequisite: To perform this exercise, you need to use the EmployeeDetails.xlsx workbook.
Hint 1: Use the Sort & Filter drop-down button.
Hint 2: Use the Filter option.
Exercise 4

Consider the scenario of Posco Supermart Inc. The company records all its current year sales details in a
Microsoft Excel worksheet for different regions in the world, where each region consists of a number of
countries. To calculate the total sales of all the regions, Patrick, the Sales Manager at the head office in
Colorado, is required to calculate the total sales of each region separately. This wastes his time. You are
required to help Patrick to find the total sales of all the regions by assigning a combined name to the
countries in each region. Thereafter, calculate the total sales by using the assigned names of these regions.
Prerequisite: To perform this exercise, you need to use the SalesDetails.xlsx workbook.
Hint 1: Use the Formula tab.
Hint 2: Use the New Name dialog box.

Gathering and Processing Data for Reports 1.29

Exercise 5

Consider the scenario of Highland Blue Florist, which is owned by Bailey. The flower store is famous
among people in the town for its variety of flowers. Bailey has recorded the details of all the flowers in a
Microsoft Excel worksheet. A customer wants to buy some orchids and asks for the details of different types
of orchids that are available in the store. To look for the variety of orchids, Bailey is required to check each
and every entry. This will waste a lot of his time. Therefore, he is required to apply some method, which will
enable him to highlight the details of orchids. You need to help Bailey, so that he can find all the types of
orchids in a more convenient manner.
Prerequisite: To perform this exercise, you need to use the FlowerDetails.xlsx workbook.
Hint 1: Use the Conditional Formatting drop-down button.
Hint 2: Use the Text That Contains dialog box.
Exercise 6

Consider the scenario of Jenson Powers, which is a leading company for electrical products in US. The
sales report of the first quarter is created by the Sales Officer, Mark. In the sales report, Mark wants that the
sales values above $1,000,000 should be colored red and displayed in a bold format. You need to help Mark
to accomplish the task.
Prerequisite: To perform this exercise, you need to use the SalesReport.xlsx workbook.
Hint 1: Use the Conditional Formatting drop-down button.
Hint 2: Use the New Formatting Rule dialog box.
Exercise 7

Consider the scenario of the Felocity chartered account services. The company handles the tax returns of its
clients. Shaun, the Accounts Officer, wants to calculate the amount of tax that the clients are required to
pay. Therefore, he prepares a worksheet to calculate the tax. He wants to ensure the following options:
 Cells containing the income of the client should contain the decimal value greater than zero.
 Cells containing the phone number should have 10 digits.

Prerequisite: To perform this exercise, you need to use the ClientDetails.xlsx workbook.
Hint 1: Use the Data Validation dialog box.
Hint 2: Use the Settings tab.
Exercise 8

Consider the scenario of Tabisco Infotech. Warren, the HR Manager, wants to see the overall performance
of all the employees. For this, the company has a performance measurement methodology, wherein, certain
scores are assigned to employees based on their performance. These scores are recorded in a Microsoft
Excel worksheet. Warren wants to know about those employees, who have scored less than the average
scores of all the employees. Help Warren to accomplish the task.
Prerequisite: To perform this exercise, you need to use the PerformanceReport.xlsx workbook.
Hint 1: Use the Conditional Formatting drop-down button.
Hint 2: Use the Below Average dialog box.

1.30 Gathering and Processing Data for Reports

Exercise 9

Consider the scenario of Benson & Hedges Technosoft, which is a software solution company
headquartered in the US. Gerard, the Sales Manager at the head office, receives the sales details of the year
2011, which are recorded in a Microsoft Excel worksheet, from one of the offices located in Europe. He
finds that some sale dates data has year as 2012. He wants to check all the dates, which are entered
incorrectly in the sales report. You are required to help Gerard to find all the incorrect dates.
Prerequisite: To perform this exercise, you need to use the SalesDetails.xlsx workbook.
Hint 1: Use the Data Validation dialog box.
Hint 2: Use the Circle Invalid Data option.
Exercise 10

Ron’s book store has several sales employees, who get their salary on the basis of total sales done by
them. There are different sales commission rates that are applied, depending on the monthly sales done by
an employee. The different commission rates are shown in the following table.

Sales Amount Commission Rate

$- 0%

$70,000 2%

$100,000 5%

$150,000 6%

The Commission Rates Table

Ron captures weekwise sales of the employees in the Weekly Sales worksheet. The commission rate is
captured in the Commission Rate worksheet. The bonus levels are defined in the Payroll worksheet.
Help Ron to calculate the salaries of his employees.
Prerequisite: To perform this exercise, you need to use the Salaries.xlsx workbook.
Hint 1: Use the VLOOKUP function.
Hint 2: Use the =D2+(D2*('Weekly Sales'!E2/100)) formula.
Exercise 11

Consider the scenario of Hewitt Automobiles, a car manufacturing company in Texas. The manufacturing
details of cars of the last financial year are stored in a Microsoft Excel worksheet. Samantha, the Plant Head,
wants to analyze the manufacturing details of last year in order to take strategic decisions for the present
year. Samantha wants to find the maximum and minimum number of cars that were manufactured for each
model. In addition, she wants to know the total number of cars manufactured last year. Moreover, she wants
to find the average production of cars in the previous year. You are required to help Samantha to perform
the tasks.
Prerequisite: To perform this exercise, you need to use the ProductionDetails.xlsx workbook.

Gathering and Processing Data for Reports 1.31

Hint 1: Use the MIN and MAX functions.
Hint 2: Use the SUM and AVERAGE functions.
Exercise 12

Consider the scenario of JF Kennedy Airport, which is one of the famous airports of the US. Karen, the
Air Traffic Controller at the JF Kennedy airport, maintains a record of all the flights on a daily basis in a
Microsoft Excel worksheet. Whenever a flight arrives or departs, she records down the time. Help Karen
to record the current date in a cell above the flight schedule details and record the arrival time, 11:30 PM
for British Airways - flight number 65876.
Prerequisite: To perform this exercise, you need to use the FlightDetails.xlsx workbook.
Hint 1: Use the TODAY function.
Hint 2: Use the TIME function.
Exercise 13

Consider a scenario of Optimystic Inc. Kathy, the Delivery Manager of the company, handles the details of
the all the projects assigned to different project managers. She maintains the details, such as the project
name, the project id, the manger’s name, the team members’ names, the start date of project, and the end date
of project in a Microsoft Excel worksheet. She wants to find the number of days spent to complete the
project. You are required to help Kathy to accomplish the task.
Prerequisite: To perform this exercise, you need to use the ProjectDetails.xlsx workbook.
Hint 1: Use the DATEDIF function.
Hint 2: Use the =DATEDIF(D2,E2,"d") formula in the F2 cell.
Exercise 14

Consider the scenario of TetraGraph Steel Production Company. Due to competition in the market, the
company is facing a financial crisis. Robert, the Finance Manager, consults a loan granting company, Quin
Financial Services, to take a loan to sustain in the market. For this purpose, he meets Frank, the Loan
Officer of Quin Financial Services, to enquire about the loan details. Quin Financial Services accepts to
offer a loan of $3.2 million for a period of 12 year at the annual rate of interest of 7%. Robert wants to find
the monthly installments he needs to pay. Help Robert to calculate the monthly installments.
Prerequisite: To perform this exercise, you need to use the MonthlyInstallments.xlsx workbook.
Hint 1: Provide the details in the B column.
Hint 2: Use the PMT function.
Exercise 15

Danny is planning to spend his summer vacation in Europe. For this purpose, he booked airline tickets, hotel
rooms, and tourist guides. After spending his money on bookings, he finds that his digital camcorder is not
working. He checks the price of the camcorder in an electronics store. Its price is $375. He cannot buy a new
camcorder as he does not have any money left. So, he decides to buy it on an installment scheme. He is
willing to pay $40 each month. The store offers the scheme at an annual interest of 6%. You are required to
help Danny calculate the duration of time period he is required to pay the installments.

1.32 Gathering and Processing Data for Reports

Prerequisite: To perform this exercise, you need to use the Duration.xlsx workbook.
Hint 1: Provide the details in the B column.
Hint 2: Use the NPER function.
Exercise 16

Abraham wants to buy a new apartment at Madison Square Garden. The price of the apartment is $120,000.
He checks his bank account and finds that he does not have a sufficient amount. So, he decides to take a
loan from his friend Kelly. Kelly agrees to lend the money at an annual interest rate of 12% for a period of
six years. Abraham wants to know, how much amount of interest would be applied on the loan for the first
12 months. You are required to help Abraham to accomplish the task.
Prerequisite: To perform this exercise, you need to use the EMI.xlsx workbook.
Hint 1: Provide the details in the B column.
Hint 2: Use the IPMT function.
Exercise 17

Consider a scenario of Ideas Bookstore, which is a popular book store in Mississippi. The sales details of
the previous month are recorded in a Microsoft Excel worksheet. As it was the fifth anniversary month of
the store, Kathy, the Store Owner, decides to give a discount voucher to all the customers who purchased
books in the anniversary month on their next purchase. Each customer will be given a discount voucher of
15% of their bill, if they have purchased books worth $1800 or above in the previous month, otherwise, a
voucher of 5% of their bill. You are required to help Kathy to decide the amount of discount voucher that
should be given to the customers.
Prerequisite: To perform this exercise, you need to use the BookDetails.xlsx workbook.
Hint 1: Use the IF function.
Hint 2: Use the =IF(C2>1800,C2*0.15,C2*0.05) formula in the D2 cell.
Exercise 18

Consider a scenario of MSP Telecom BPO, which works for its clients to sell their products. Linda, the
Project Manager, is currently handling a project to sell the electronic products of KG Electronics.
Currently, there are 10 members working for this project under Linda. Each member is required to sell 25
products at the end of each day. Linda maintains a Microsoft Excel worksheet to record the daily sales of
each team member. At the end of the month, she wants to know whether the team members have achieved
their daily targets. You are required to help Linda to accomplish the task.
Prerequisite: To perform this exercise, you need to use the TargetDetails.xlsx workbook.
Hint 1: Use the IF and AND functions together.
Hint 2: Use the =IF(AND(B3> 25,B4>25,B5>25,B6>25,B7>25,B8>25,B9>
25,B10>25,B11>25,B12>25,B13>25,B14>25,B15> 25,B16>25,B17>25,B18>25,B19>25,B20>25,B21>
25,B22>25,B23>25,B24>25,B25>25,B26>25,B27> 25,B28>25,B28>25,B30>25,B31>25,B32>25),"Target
Achieved", "Target Not Achieved") formula in the B33 cell.

Gathering and Processing Data for Reports 1.33

Exercise 19

Consider the scenario of Guiding Solutions Company. As per the policy of the company, the annual
percentage hike in the salaries of the employees will be based on the performance grade. The employee
details, such as Employee Name, Salary, and Grade, are recorded in the Employee Details worksheet. The
increment applicable to the employee is required to be fetched from the Increment Details worksheet,
which contains details about the grades and the corresponding hike percentage. Wilma, the HR Manager,
wants to calculate the percentage hike in the salary of all the employees. In addition, he needs to calculate
the new salary. You are required to help Wilma to accomplish the task.
Prerequisite: To perform this exercise, you need to use the EmployeeDetails.xlsx workbook.
Hint 1: Use the HLOOKUP function.
Hint 2: Use the =Salary+(Salary* Hike Percentage) formula.
Exercise 20

Sam wants to invest an amount, which will fetch him $200,000 after 12 years at an annual interest of 9%.
Sam wants to know how much amount should be invested today, so that he gets a future value of $200,000.
You are required to help Sam to accomplish the task.
Prerequisite: To perform this exercise, you need to use the Investment.xlsx workbook.
Hint 1: Provide the details in the B column.
Hint 2: Use the PV function.
Exercise 21

Sean wants to plan an investment. For this, he plans to invest $500 in a fixed deposit every month for 10
years in a bank. The bank provides 8% annual interest on the fixed deposit. Sean wants to calculate how
much amount he would get at the end of the tenth year. Help Sean to accomplish the task.
Prerequisite: To perform this exercise, you need to use the Investment.xlsx workbook.
Hint 1: Provide the details in the B column.
Hint 2: Use the FV function.

1.34 Gathering and Processing Data for Reports

Summarizing Data

Chapter 2
 Task 2.1: Inserting an Embedded Chart and
Moving an Embedded Chart to a Chart Sheet
Prerequisite: To perform this task, you need to use the PaulFurnishers_Revenue.xlsx workbook.
To insert an embedded chart, you need to perform the following steps:
1. Open the PaulFurnishers_Revenue.xlsx workbook.
2. Ensure that the Revenue worksheet is selected.
3. Select the B3:D15 cell range.
4. Click the Insert tab.
5. Click the See All Charts ( ) button in the Charts group. The Insert Chart dialog box is displayed, as
shown in the following figure.

The Insert Chart Dialog Box

6. Select the All Charts tab. Ensure that the Column tab is selected in the left pane.
7. Ensure that the Clustered Column chart type is selected in the right pane.
8. Click the OK button. The column chart is inserted in the Revenue worksheet.

Summarizing Data 2.3

9. Adjust the position of the chart inserted in the worksheet, as shown in the following figure.

The Column Chart in the Revenue Worksheet

Note
You can also insert a chart in a worksheet by using the corresponding drop-down
buttons in the Charts group. For example, to insert a bar chart in a worksheet, you
can use the Insert Bar Chart button in the Charts group.

10. Ensure that the embedded chart is selected.

11. Ensure that the Chart Tools Design contextual tab in Ribbon is selected.
12. Click the Move Chart button in the Location group. The Move Chart dialog box is displayed,
as shown in the following figure.

The Move Chart Dialog Box

13. Select the New sheet option.
14. Type Revenue_Comparison in the text box next to the New sheet option.

2.4 Summarizing Data

15. Click the OK button. The embedded chart is moved to the Revenue_Comparison chart sheet from
the Revenue worksheet, as shown in the following figure.

The Revenue_Comparison Chart Sheet

16. Save and close the PaulFurnishers_Revenue.xlsx workbook.

Summarizing Data 2.5

 Task 2.2: Customizing a Chart

Prerequisite: To perform this task, you need to use the PaulFurnishers_Revenue.xlsx workbook.
To customize a chart, you need to perform the following steps:
1. Open the PaulFurnishers_Revenue.xlsx workbook.
2. Ensure that the Revenue worksheet is selected.
3. Select the embedded chart.
4. Ensure that the Design tab is selected.
5. Click the Add Chart Element drop-down button in the Chart Layouts group.
6. Select Chart Title, and then select Above Chart. The title is added and displayed in the chart.
7. Click the Add Chart Element drop-down button in the Chart Layouts group.

8. Select the Axis Title Primary Horizontal, and then replace the existing horizontal axis title with the text,
Month.
9. Repeat step 7.

10. Select the Axis Title Primary Vertical, and replace the existing vertical axis title with the text, Revenue.
11. Select the chart.
12. Click the Chart Tools Format contextual tab in Ribbon.
13. Replace the existing value in the Height spin box in the Size group with the value, 5" to set the height of
the chart area.
14. Replace the existing value in the Width spin box in the Size group with the value, 12" to set the
width of the chart area.
15. Press the Enter key.
16. Save and close the PaulFurnishers Revenue.xlsx workbook.

2.6 Summarizing Data

 Task 2.3: Inserting and Organizing
PivotTable
Prerequisite: To perform this task, you need to use the PaulFurnishers_Sales.xlsx workbook.
To insert PivotTable, you need to perform the following steps:
1. Open the PaulFurnishers_Sales.xlsx workbook.
2. Ensure that the SalesDetails worksheet is active.
3. Select the A1 cell.
4. Click the Insert tab.
5. Click the PivotTable button in the Tables group. The Create PivotTable dialog box is displayed, as
shown in the following figure.

The Create PivotTable Dialog Box

6. Ensure that the New Worksheet option is selected under the Choose where you want the
PivotTable report to be placed section.

Note
If you want to place the PivotTable report in the worksheet containing the data,
select the Existing Worksheet option under the Choose where you want the
PivotTable report to be placed section. Thereafter, click an empty cell in the existing
worksheet where you want to insert the PivotTable report.

Summarizing Data 2.7

7. Click the OK button. The blank PivotTable report is inserted in a new worksheet, as shown in
the following figure.

The Blank PivotTable Report

8. Double-click the tab of the newly-inserted worksheet, and then type PivotTable_Report to rename the
worksheet.
9. Press the Enter key.
10. Ensure that a cell is selected in the PivotTable report.
11. Drag the Product Name field under the Choose fields to add to report section in the PivotTable
Fields pane, and then drop this field in the Columns area under the Drag fields between areas below
section.
12. Drag the Company Name field under the Choose fields to add to report section, and then drop
this field in the Rows area under the Drag fields between areas below section.
13. Drag the Sales Person field under the Choose fields to add to report section, and then drop this field in
the Rows area under the Drag fields between areas below section.
14. Drag the Sales Date field under the Choose fields to add to report section, and then drop this field
in the Rows area under the Drag fields between areas below section.

2.8 Summarizing Data

15. Drag the Extended Price field under the Choose fields to add to report section in the PivotTable
Fields pane, and then drop this field in the Values area under the Drag fields between areas
below section two times. The PivotTable report is organized, as shown in the following figure.

The Organized PivotTable Report

16. Save and close the PaulFurnishers_Sales.xlsx workbook.

Summarizing Data 2.9

 Task 2.4: Customizing a PivotTable Report

Prerequisite: To perform this task, you need to use the PaulFurnishers_Sales.xlsx workbook.
To customize a PivotTable report, you need to perform the following steps:
1. Open the PaulFurnishers_Sales.xlsx workbook.
2. Ensure that the PivotTable_Report worksheet is selected.
3. Select the B5 cell.
4. Click the PivotTable Tools -> Analyze contextual tab in Ribbon.
5. Click the Field Settings button in the Active Field group. The Value Field Settings dialog box is
displayed, as shown in the following figure.

The Value Field Settings Dialog Box

6. Ensure that the Summarize Values By tab is selected.
7. Select the Average option from the list box under the Summarize value field by section.

2.10 Summarizing Data

8. Click the OK button. The average and total sales details are displayed in the PivotTable report, as
shown in the following figure.

The Average and Total Sales Details in the PivotTable Report

9. Select the A8 cell.
10. Ensure that the PivotTable Tools Analyze contextual tab is selected.

Summarizing Data 2.11

11. Click the Group Field button in the Group group. The Grouping dialog box is displayed, as shown
in the following figure.

The Grouping Dialog Box

12. Ensure that the Months option is selected in the list box under the By section.
13. Select the Days and Years options from the list box under the By section, respectively.
14. Click the OK button.
15. Click the Insert Slicer button in the Filter group. The Insert Slicers dialog box is displayed.
16. Select the Years check box in the Insert Slicers dialog box.
17. Click the OK button. The Years slicer is added for the PivotTable report.
18. Click the 2010 button in the Years slicer. You will notice that the data in the PivotTable
report automatically displays the information related to the year, 2010.
19. Select any cell in the PivotTable report so that the PivotTable Fields pane is displayed.
20. Click the PivotTable Tools -> Analyze contextual tab.
21. Click the Insert Slicer button in the Filter group. The Insert Slicers dialog box is displayed.
22. Select the Company Name check box in the Insert Slicers dialog box.
23. Click the OK button. The Company Name slicer is added for the PivotTable report.

Note
If you add a new slicer for the PivotTable report in a worksheet that already contains
a slicer, the new slicer is added over the existing slicer in the worksheet. Therefore,
the existing slicer is not visible.
24. Scroll right to move to the end of the PivotTable report.

2.12 Summarizing Data

25. Adjust the placement of the slicers so that the slicers, Years and Company Name, and the PivotTable
report are visible properly, as shown in the following figure.

The Slicers and PivotTable Report

26. Click the GlobalIT button in the Company Name slicer. You will notice that the data in the
PivotTable report automatically displays the information related to the company, GlobalIT.
27. Save and close the PaulFurnishers_Sales.xlsx workbook.

Summarizing Data 2.13

 Task 2.5: Disconnecting a Slicer

Prerequisite: To perform this task, you need to use the PaulFurnishers_Sales.xlsx workbook.
To disconnect a slicer, you need to perform the following steps:
1. Open the PaulFurnishers_Sales.xlsx workbook.
2. Ensure that the PivotTable_Report worksheet is selected.
3. Ensure that a cell is selected in the PivotTable report.
4. Click the Company Name slicer.
5. Click the Clear Filter button in the Company Name slicer, as shown in the following figure.

The Clear Filter Button

2.14 Summarizing Data

 The Company Name slicer is disconnected from the PivotTable report, as shown in the
following figure.

Note
You will notice that the Company Name slicer is no more connected to the PivotTable
report. Thus, if you click any button in this slicer, the data in the PivotTable report
remains unchanged.

6. Save and close the PaulFurnishers Sales.xlsx workbook.

Summarizing Data 2.15

 Task 2.6: Creating a PivotChart Report by
Using the PivotTable Tools Options
Contextual Tab
Prerequisite: To perform this task, you need to use the PaulFurnishers_Sales.xlsx workbook.
To create a PivotChart report by using the PivotTable tools options contextual tab, you need to perform the
following steps:
1. Open the PaulFurnishers_Sales.xlsx workbook.
2. Ensure that the PivotTable_Report worksheet is selected.
3. Ensure that a cell is selected in the PivotTable report.
4. Click the PivotTable Tools Analyze contextual tab in Ribbon.
5. Click the PivotChart button in the Tools group. The Insert Chart dialog box is displayed.
6. Ensure that the Column tab is selected in the left pane.
7. Ensure that the Clustered Column chart type is selected under the Column section in the right pane.
8. Click the OK button. The column chart is inserted in the PivotTable Report worksheet.
9. Adjust the position of the chart inserted in the worksheet and the slicers present in the worksheet,
as shown in the following figure.

The Position of the Chart and Slicers in the Worksheet

10. Click the PivotChart Tools -> Format contextual tab in Ribbon.
11. Replace the value in the Shape Height spin box in the Size group with the value, 5”.
12. Replace the value in the Shape Width spin box in the Size group with the value, 7”.
13. Press the Enter key.
14. Save and close the PaulFurnishers_Sales.xlsx workbook.

2.16 Summarizing Data

 Exercises
Exercise 1

Harry asks Alvin to create a report containing the product wise revenue distribution of the total revenue
generated in 2011. To accomplish this task, Alvin creates a textual report and submits the same to Harry.
When Harry analyzes this report, he fails to understand the individual contribution of each product in the
total revenue. Therefore, he asks Alvin to generate a meaningful graphical report. Help Alvin accomplish
the desired task.
Prerequisite: To perform this exercise, you need to use the Productwise_Distribution.xslx workbook.
Hint 1: Insert a pie chart to graphically represent the revenue percentage of each product with respect to
the total revenue.
Hint 2: Use the Insert tab in Ribbon to insert the pie chart.
Exercise 2

To expand the business, the management of Alpha Supermart decides to open a new branch. Before opening
the branch, the management wants to create business plans to decide the location where the new branch
should be opened. To create the strategic plans and to make the important business decisions, the
management needs to compare the month wise revenues of the last two years. Therefore, the management
asks Alvin, the Sales Executive, to create a report that graphically depicts the sales data of the last two years.
To accomplish this task, Alvin decides to insert a chart in the report. Alvin wants to make this report
understandable by adding the following features to the chart:
1. The chart title at the center, at the top of the report
2. The title for the horizontal and vertical axes
3. The data table beneath the chart
4. The data labels at the top of each bar in the chart
Help Alvin accomplish the desired tasks.
Prerequisite: To perform this exercise, you need to use the AlphaSupermart_Revenue.xslx workbook.
Hint 1: Insert a column chart to graphically represent the month wise revenues of the last two years.
Hint 2: Use the Chart Tools Layout contextual tab in Ribbon to add the required features to the chart.
Exercise 3

Alvin sends the report containing the month wise revenue details of the last two years to Peter, the Senior
Sales Manager. After reviewing this report, Peter asks Alvin to create a report that only contains the chart
and its components. In addition, he asks Alvin that the report should not contain the details of the data
sets. Further, he asks Alvin to use the similar formatting style and layout in all the graphical reports in
future. Help Alvin accomplish the desired tasks.
Prerequisite: To perform this exercise, you need to use the AlphaSupermart_Revenue.xslx workbook.
Hint 1: Move the chart to a chart sheet to create a report that only contains the chart and its components.
Hint 2: Save the chart as a template to save the formatting style and layout of the chart.

Summarizing Data 2.17

Exercise 4

Smith Dave, the owner of Alpha Supermart, asks Peter to create a report that contains the details of the sales
made by the sales person, Callie Wilson, in October, 2011. In addition, he asks Peter that he wants to know
the average sales and the total sales made by Callie Wilson in October, 2011. Further, he asks Peter to create
this report in such a way that Smith is able to instantly view the details of the sales made by any sales
person. To accomplish this task, Peter needs to work on a large amount of data. Therefore, creating such a
report will be time consuming. However, Peter wants to create this report quickly. Help Alvin accomplish
the desired tasks.
Prerequisite: To perform this exercise, you need to use the AlphaSupermart_Data.xlsx workbook.
Hint 1: Create and customize a pivot table to generate the required report.
Hint 2: Add slicers to filter the report data on the basis of the required sales person name, year, and month
in the year.
Exercise 5

At the beginning of 2011, Harry has asked Alvin to create a report on the sales of 2010 depicting:
 The total sales made against each client.
 The total sales made against all the clients.
 The percentage of the total sales generated from each client.
 The total number of transactions made against each client.
 The total number of transactions made against all the clients.

Therefore, Alvin has created the following sales report.

The Sales Report

Similarly, at the beginning of 2012, Harry has asked Alvin to create the similar report for the sales of 2011.
Help Alvin create this report.
Prerequisite: To perform this exercise, you need to use the PaulFurnishers_Sales.xlsx workbook.
Hint 1: Use the Custom Name text box in the Value Field Settings dialog box to rename the
column headings in the PivotTable report.
Hint 2: Use the Show Values As tab in the Value Field Settings dialog box to show the sale values
in percentages.

2.18 Summarizing Data

Exercise 6

Peter creates a PivotTable report and shows it to Smith Dave. However, when Smith reviews the report,
he fails to understand the data in the report. Therefore, to make the data in the PivotTable report more
understandable, Peter decides to represent it graphically. Help Peter accomplish the desired task.
Prerequisite: To perform this exercise, you need to use the AlphaSupermart_Data.xlsx workbook.
Hint 1: Insert a PivotChart report to graphically represent the data in the PivotTable report.
Hint 2: Use the PivotTable Tools Options contextual tab in Ribbon to insert the PivotChart report.

Summarizing Data 2.19

2.20 Summarizing Data
Analyzing Data for
Decision Making

Chapter 3
 Task 3.1: Inserting Sparkline

To insert Sparkline, you need to perform the following steps:

1. Open the Sparklines.xlsx workbook.
2. Ensure that the Swingpool_Expense worksheet is selected.
3. Select the O18 cell.
4. Type Sparklines, and then press the Enter key.
5. Click the Insert tab in Ribbon.
6. Click the Line button from the Sparklines group. The Create Sparklines dialog box is displayed, as
shown in the following figure.

The Create Sparklines Dialog Box

7. Type C19:N19 in the Data Range text box.
8. Click the OK button. Sparkline is inserted in the O19 cell. You can increase the width and the height
of this column to have a better look of Sparkline.
9. Repeat the steps 5 to 9.

Note
In step 5 refer O19 as O20, O21, and O22, respectively and in step 8 refer C19:N19
as C20:N20, C21:N21, and C22:N22, respectively.

10. Save and close the Sparklines.xlsx workbook.

Analyzing Data for Decision Making 3.3

 Task 3.2: Modifying Sparkline

To modify Sparkline, you need to perform the following steps:

1. Open the Sparklines.xlsx workbook.
2. Ensure that the Swingpool_Expense worksheet is selected.
3. Select the O19 cell.
4. Click the Sparkline Tools Design contextual tab in Ribbon.
5. Select the High Point, Low Point, and Markers check boxes in the Show group.
6. Click the Sparkline Color drop-down button in the Style group, and then select the Orange, Accent 6,
Darker 25% color.

7. Click the Marker Color drop-down button in the Style group, and then select Markers Aqua, Accent 5, Darker
25%.

8. Click the Marker Color drop-down button in the Style group, and then select High Point Tan,
Background 2, Darker 50%.

9. Click the Marker Color drop-down button in the Style group, and then select Low Point Red, Accent 2,
Darker 25%.
10. Repeat the steps 3 to 9. However, refer O19 as O20, O21, and O22 cells, respectively.
11. Save and close the Sparklines.xlsx workbook.

3.4 Analyzing Data for Decision Making

 Activity 3.1: Projecting Differences in Data

Problem Statement

Consider the scenario of Swingpool Inc. Joe has submitted the report for the production of refrigerators to
Samantha in the Microsoft Excel worksheet. Samantha wants to analyze this data to predict the budget
allocation for the production of refrigerators for the next three months. For this, Samantha wants to observe
the trend of the total production and the overhead incurred by the plant in 2010. Therefore, she asks Sandra,
a Sales Executive, to show the data trend.
You need to help Sandra to accomplish the preceding task.
Prerequisite: To perform this activity, you need to use the Swingpool.xlsx workbook.
Solution

To solve the preceding problem, you need to perform the following tasks:
1. Create a data chart.
2. Create a trendline.
Task 1: Creating a Data Chart

To create a data chart, you need to perform the following steps:

1. Open the Swingpool.xlsx workbook.
2. Ensure that the Swingpool worksheet is selected.
3. Select the C34:D45 cell range.
4. Click the Insert tab.
5. Click the Insert Scatter (X,Y) or Bubble Chart drop-down button in the Charts group, and then
select Scatter under the Scatter section. The chart is inserted in the worksheet.
6. Adjust the position of the chart adjacent to the Annual Budget – 2010 data.
Task 2: Creating a Trendline

To create a trendline, you need to perform the following steps:

1. Ensure that the chart is selected.
2. Click the Chart Tools Design contextual tab.
3. Click the Add Chart Element drop-down button in the Chart Layouts group, and then select

Trendline Linear. A trendline will be inserted on the chart depicting the trend of budget.
4. Save and close the Swingpool.xlsx workbook.

Analyzing Data for Decision Making 3.5

 Task 3.3: Using the Scenario Manager Tool

To use the scenario manager tool, you need to perform the following steps:
1. Open the ScenarioTurbin.xlsx workbook.
2. Ensure that the Sheet1 worksheet is selected.
3. Click the Data tab in Ribbon.
4. Click the What-If Analysis drop-down button in the Data Tools group, and then select Scenario
Manager. The Scenario Manager dialog box is displayed, as shown in the following figure.

The Scenario Manager Dialog Box

5. Click the Add button in the Scenario Manager dialog box. The Add Scenario dialog box is displayed.
6. Type Turbin_1 in the Scenario name text box.
7. Replace the text with $C$7:$C$10 in the Changing cells text box.
8. Click the OK button. The Scenario Values dialog box is displayed.

3.6 Analyzing Data for Decision Making

9. Type 4500, 2800, 6000, and 12000 in the $C$7, $C$8, $C$9, and $C$10 text boxes, respectively,
as shown in the following figure.

The Scenario Values Dialog Box

Note
If the Microsoft Excel message box is displayed, you need to click the OK button. This
message is displayed if you have selected a cell containing a formula in the Changing
cells text box.

10. Click the OK button. The Scenario Manager dialog box is displayed with the Turbin_1 scenario added
in the Scenarios list box.
11. Click the Show button to view the effect of the scenario that you have created. Notice that the values in
the cells, which you have specified in the Changing cells text box, are replaced with the values that
you have specified while creating the scenario.
12. Click the Close button.
13. Save and close the ScenarioTurbin.xlsx workbook.

Analyzing Data for Decision Making 3.7

 Task 3.4: Using the Goal Seek Tool

To use the goal seek tool, you need to perform the following steps:
1. Open the GoalSeekTurbin.xlsx workbook.
2. Ensure that the Vehicle_Mounted worksheet is selected.
3. Select the D11 cell.
4. Click the Data tab in Ribbon.
5. Click the What-If Analysis drop-down button in the Data Tools group, and then select Goal Seek. The
Goal Seek dialog box is displayed.
6. Type 0 in the To value text box.
7. Type $D$6 in the By changing cell text box.
8. Click the OK button. The Goal Seek Status dialog box is displayed.
9. Click the OK button. The solution found by the Goal Seek tool is applied in the D6 cell, which specifies the
number of generators to be produced to attain the break-even value, as shown in the following figure.

The Solution Found by the Goal Seek

Tool 10. Save and close the GoalSeekTurbin.xlsx workbook.

3.8 Analyzing Data for Decision Making

 Task 3.5: Enabling the Solver Add-in

To enable the Solver add-in, you need to perform the following steps:
1. Open the Microsoft Excel workbook.
2. Click the File tab.
3. Click Options in the left pane. The Excel Options dialog box is displayed.
4. Click the Add-Ins tab in the left pane.
5. Select the Solver Add-in option from the Inactive Application Add-ins list under the Name column
from the right pane.
6. Click the Go button. The Add-Ins dialog box is displayed.
7. Select the Solver Add-in check box.
8. Click the OK button. The Solver add-in is added in the Analysis group of the Data tab in Ribbon.
9. Close the workbook without saving.

Analyzing Data for Decision Making 3.9

 Task 3.6: Finding a Solution by Using the
Solver Add-in
To find a solution by using the Solver add-in, you need to perform the following steps:
1. Open the Alex_Investment.xlsx workbook.
2. Ensure that the Investment worksheet is selected.
3. Click the H10 cell.
4. Click the Data tab in Ribbon.
5. Click the Solver button in the Analysis group. The Solver Parameters dialog box is displayed,
as shown in the following figure.

The Solver Parameters Dialog Box

3.10 Analyzing Data for Decision Making

6. Ensure that the Max option is selected for the To parameter.
7. Type $E$6:$E$9 in the By Changing Variable Cells text box.
8. Click the Add button to add a constraint to the Solver tool. The Add Constraint dialog box
is displayed, as shown in the following figure.

The Add Constraint Dialog Box

9. Type $E$6:$E$9 in the Cell Reference text box.
10. Ensure that <= is selected in the drop-down list.
11. Type 40000 in the Constraint text box.
12. Click the OK button. A constraint is added to the Subject to the Constraints list box.
13. Click the Add button.
14. Type $G$6:$G$9 in the Cell Reference text box.
15. Ensure that <= is selected in the drop-down list.
16. Type 35% in the Constraint text box.
17. Click the OK button. A constraint is added to the Subject to the Constraints list box.
18. Click the Add button.
19. Type $E$10 in the Cell Reference text box.
20. Select = in the drop-down list.
21. Type 100000 in the Constraint text box.
22. Click the OK button. A constraint is added to the Subject to the Constraints list box.
23. Click the Add button.
24. Type $E$6:$E$9 in the Cell Reference text box.
25. Select >= in the drop-down list.
26. Type 5000 in the Constraint text box.
27. Click the OK button. A constraint is added to the Subject to the Constraints list box.

Analyzing Data for Decision Making 3.11

28. Click the Solve button. The Solver Results dialog box is displayed, as shown in the following figure.

The Solver Results Dialog Box

29. Click the OK button. The solution that was discovered by the Solver tool is applied in the cell,
which you have mentioned as the objective cell.

3.12 Analyzing Data for Decision Making

 Exercises
Exercise 1

Consider the scenario of PureDrink Inc., which is a leading organization in manufacturing soft drinks, and
has its head quarter in Los Angles. The organization manufactures various soft drink products, such as
Liquid Mango, Tangy Orange, Strawberry Twirl, and Aqua Clear. Keith is the Sales Manager of the
organization, and develops the sales strategies. Recently, Keith has observed a huge decline in the demand
of all the soft drink products. Therefore, he decides to analyze the sales data of soft drinks for the last one
year to check the fluctuation in the sales data whether there is a frequent decline or it just depends on the
seasonal requirements. He has to present this data to the board members. Therefore, he decides to present the
sales report with graphical representation.
Help Keith to create the sales report with graphical representations.
Prerequisite: To perform this exercise, you need to use the PureTech.xslx workbook.
Hint 1: Use the Sparkline feature.
Hint 2: Use the Insert tab.
Exercise 2

Consider the scenario of Global Fertilizers Inc., which is a leading organization in manufacturing fertilizers
in the U.S. Mark is the Chief Operations Officer of the organization. Mark has to calculate the budget for
the production of fertilizers for the next financial quarter. However, before making the budget report he
wants to analyze the budget trend, which was spent on the production of fertilizers in the financial year,
2009. Thereafter, he will predict the budget expense for the next financial quarter, based on this budget
trend report. He assigns this task to Garry who is a Sales Executive.
Help Garry to create the budget trend report.
Prerequisite: To perform this exercise, you need to use the GlobalFertilizers.xslx workbook.
Hint 1: Insert a scatter chart in the worksheet.
Hint 2: Use the Trendline feature.
Exercise 3

Peter wants to build a house. The total estimated expense of constructing the house is $20,000. He is having
a savings of $5,000, and he is looking for a loan amount of $15,000. For this, he wants to take a home loan
from the bank, Home Finance. The bank representative has told him that the loan amount will be sanctioned
at an interest rate of 12% per annum for a period of 45 months, which makes a repayment of $416 per
month. When Peter calculated the total amount, which he will be repaying in 45 months, he got $18,700 as
the result. Now, Peter wants to increase the number of repayment periods as he would not be able to pay
$416 per month. However, he doesn’t want to increase the total repaid amount more than $20,000. He needs
a solution for this.
Help Peter to find the solution.

Analyzing Data for Decision Making 3.13

Prerequisite: To perform this exercise, you need to use the RepaymentCalculation.xslx workbook.
Hint 1: Use the Goal Seek tool.
Hint 2: Use the Data tab.
Exercise 4

Consider the scenario of Blitz Flash Corporation, which is a leading organization in the production of
electrical equipment. Recently, the organization has decided to start the production of Compact
Florescent Lamp (CFL). For this, they have the following requirement:
1. No. of units produced in each model should not exceed 200 and should be more than 40.
2. Price per unit should not be more than $25 and should not be less than $10.
3. The total number of units produced should not exceed 1200.
4. The total budget spent on the production should not exceed $20,000.
As per the preceding requirements, the organization wants to earn a high profit. For this, they want to
optimize the profit, which they have calculated initially. Stephen has been assigned the task of optimizing the
profit.
You need to help Stephen in accomplishing the preceding task.
Prerequisite: To perform this exercise, you need to use the BlitzFlash.xlsx workbook. In addition, you need
to install the Solver add-in in Microsoft Excel.
Hint 1: Use the Solver option.
Hint 2: Use the Data tab.
Exercise 5

Consider the scenario of PlayCon Corporation, which is a leading organization in manufacturing sports
related products. Roger is the Sales Manager of the organization, and he has to prepare the sales forecast for
the next financial year. This report should include the total production cost as well as the expected profit.
Roger has made the sales forecast, but he wants to check the expected profit if it can be maximized by
replacing the set of values in the report with another set of values. He wants to show the best case that can
generate maximum profit as well as the average case, which can be achieved. For the best case scenario, he
decides to change the current quantities for Shoes, T-Shirts, Track Suits, and Pull Overs by the quantities,
240, 300, 210, and 220. For the average case scenario, he decides to change the quantities for T-Shirts, Track
Suits, Socks, and Pull Overs by the quantities, 150, 120, 100, and 110.
Help Roger to accomplish the preceding requirements.
Prerequisite: To perform this exercise, you need to use the Playcon.xlsx workbook.
Hint 1: Use the Scenario Manager tool of Microsoft Excel.
Hint 2: Use the Data tab.

3.14 Analyzing Data for Decision Making

Exercise 6

Philippe is a 25 years old working professional and wishes to retire at the age of 65. He invests $150 each
month into his retirement account. The average annual return on his retirement account is 6% per annum. On
the basis of the given information, perform the following tasks:
 Calculate Philippe’s final saving at the age of 65.
 If Philippe has a goal of attaining $1,000,000 in his retirement account, how much should he invest each
month?
 Philippe has come to know about certain mutual fund investments that will yield a higher rate of return.
If Philippe can deposit a maximum of $150 each month into his retirement account and wishes to have
$1 million in his account, at what rate of return should he invest to achieve this?
 Philippe wants to evaluate a few retirement investment options available with the bank. Use scenario manager
to generate a summary report of the following options:
 Investing $200 per month at 12% annual return for 40 years.
 Investing $175 per month at 9% annual return for 40 years.
 Investing $150 per month at 6% annual return for 40 years.
Prerequisite: To perform this exercise, you need to use the Retirement Analysis.xlsx file.
Hint 1: Use the FV function.
Hint 2: Use Goal Seek and Scenario Manager.
Exercise 7

Consider the sales data in the following table.

The Sales Data

On the basis of the data in the preceding table, you need to perform the following tasks:
 Display the details of the purchase orders placed after 02-Jan, 2007 for the product name beginning with the
letter ‘G’ and the number of units sold more than 100.
 Display the details of all the purchase orders placed on 01-Jan or 03-Jan and the number of units sold is less
than 150.

Analyzing Data for Decision Making 3.15

 Display the details of all the purchase orders placed on 02-Jan for the product name ending with the letters
‘ets’ and the number of units sold are less than 150.
 Display the details of all the purchase orders placed in the state of Florida with words South in Zone Name
having a land area greater than 500.
 Display the details of all the purchase orders placed in the states of California or Colorado with population
between 200,000 and 300,000 having the number of housing units greater than 100,000.
Prerequisite: To perform the activity, you need to use the PurchaseOrder.xlsx workbook.
Hint 1: Use the Sort & Filter drop-down button.
Hint 2: Use the Filter option.

3.16 Analyzing Data for Decision Making

Exchanging Data
Between Various
Sources

Chapter 4
 Task 4.1: Loading the Data from a Tab
Delimited Text File
Prerequisite: To perform this task, you need to use the Import.txt file.
To load data from a tab delimited text file, you need to perform the following steps:
1. Open the Microsoft Excel window.
2. Click the Data tab.
3. Click the From Text button in the Get External Data group. The Import Text File dialog box
is displayed, as shown in the following figure.

The Import Text File Dialog Box

4. Browse to the location where the Import.txt file is saved.
5. Select the Import.txt file.

Exchanging Data Between Various Sources 4.3

6. Click the Import button. The Text Import wizard is displayed, as shown in the following figure.

The Text Import Wizard

7. Ensure that the Delimited option is selected under the Original data type section.
8. Click the Next button.
9. Ensure that the Tab check box is selected under the Delimiters section.
10. Click the Next button.
11. Ensure that the General option is selected under the Column data format section.
12. Click the Finish button. The Import Data dialog box is displayed.
13. Ensure that the Existing worksheet option is selected.
14. Ensure that =$A$1 is displayed in the text box below the Existing worksheet option.

4.4 Exchanging Data Between Various Sources

15. Click the OK button. The data from the text file is imported to the Microsoft Excel workbook, as
shown in the following figure.

The Microsoft Excel Workbook with the Imported Data

16. Save the workbook with the name, ImportData.xlsx.
17. Close the Microsoft Excel window.

Note
You can also import .csv (Comma Separated Values) file in Microsoft Excel.

Exchanging Data Between Various Sources 4.5

 Task 4.2: Loading the Data from the
Internet
To l oad th e data from the Internet, you need to perform the following steps:
1. Open the Microsoft Excel window.
2. Click the Data tab.
3. Click the From Web button in the Get External Data group. The New Web Query dialog box
is displayed, as shown in following figure.

The New Web Query Dialog Box

4. Type the http://www.londonstockexchange.com/home/homepage.htm URL in the Address text box.
5. Click the Go button. The website home page is displayed.
6. Scroll down and locate the Risers tab.
7. Click the ( ) button.
8. Click the Import button. The Import Data dialog box is displayed.
9. Ensure that the Existing worksheet option is selected.
10. Ensure that =$A$1 is displayed in the text box below the Existing worksheet option.

4.6 Exchanging Data Between Various Sources

11. Click the OK button. The data from the web page will be imported to the Microsoft Excel worksheet,
as shown in following figure.

The Imported Data in the Microsoft Excel Worksheet

Note
Since the Sensex changes everyday, the data in the Microsoft Excel worksheet
may vary.

12. Save the workbook with the name, WebData.xlsx.

13. Close the Microsoft Excel window.

Exchanging Data Between Various Sources 4.7

 Task 4.3: Exporting Data to the Text Files

Prerequisite: To perform this task, you need to use the Export.xlsx file.
To export data to the text files, you need to perform the following steps:
1. Open the Export.xlsx file.
2. Click the File tab. The Backstage view is displayed.
3. Select the Save As option.
4. Browse to the location where you want to save the file.
5. Type the file name as ExportData in the File name text box.
6. Select the Text (Tab delimited) option from the Save As type drop-down list.
7. Click the Save button. The Microsoft Excel message box is displayed.
8. Click the OK button. The Microsoft Excel message box is displayed.
9. Click the Yes button.
10. Browse to the location where the ExportData.txt file is saved and open the file. The data from
Microsoft Excel will be exported to the text file, as shown in the following figure.

The Workbook Data in the Text File

11. Close the ExportData.txt file.
12. Close the Microsoft Excel window.

4.8 Exchanging Data Between Various Sources

 Task 4.4: Exporting Worksheet to the Web

Prerequisite: To perform this task, you need to use the Export.xlsx file.
To export worksheet to the web, you need to perform the following steps:
1. Open the Export.xlsx file.
2. Click the File tab. The Backstage view is displayed.
3. Select the Save As option.
4. Browse to the location where you want to save the file.
5. Type the file name as ExportData in the File name text box.
6. Select the Web Page option from the Save As type drop-down list.
7. Click the Save button. The Microsoft Excel message box is displayed.
8. Click the Yes button.
9. Browse to the location where the ExportData.htm file is saved and open the file. The data
from Microsoft Excel will be exported to the Web, as shown in the following figure.

The Workbook Data Exported to the Web

10. Close the Export.htm and Export.xlsx files.

Exchanging Data Between Various Sources 4.9

 Activity 4.1: Transferring the Data from
Microsoft Excel to Microsoft PowerPoint

Problem Statement

Consider the Scenario of LeatherWear LLC, which deals in leather garments. The company is planning to
invest into textiles. For this purpose, the CEO of the company has asked Ian, the Finance Manager, to
present a presentation in the next meeting of the board members. He is required to provide them the details
about the financial details of the company, to make decisions.
Ian has created a financial report in the Microsoft Excel worksheet. Therefore, Ian needs to transfer the
data from worksheets to the Microsoft PowerPoint. Help Ian to accomplish the preceding requirement.
Prerequisite: To perform this activity, you need to use the FinanceRecords.xlsx.
Solution

To transfer the data from worksheet to Microsoft PowerPoint, you need to perform the following steps:
1. Open the FinanceRecords.xlsx file.
2. Select the A1:C13 cell range.
3. Click the down arrow of the Copy drop-down button in the Clipboard group under the Home tab, and
then select Copy.
4. Launch the Microsoft PowerPoint window to open a blank presentation.
5. Click the Layout drop-down button in the Slides group under the Home tab, and then select Blank.
6. Click the down arrow of the Paste drop-down button in the Clipboard group under the Home tab, and
then select Paste Special. The Paste Special dialog box is displayed, as shown in the following
figure.

The Paste Special Dialog Box

7. Ensure that the Paste option is selected.

4.10 Exchanging Data Between Various Sources

8. Ensure that the Microsoft Excel Worksheet Object is selected in the As list box.
9. Click OK button. The data from FinanceRecords.xlsx workbook will be added in the PowerPoint
presentation, as shown in the following figure.

The Microsoft Excel Worksheet Data in PowerPoint

10. Save the PowerPoint presentation with the name, BoardMeeting.pptx.
11. Close the PowerPoint presentation.
12. Save and close the FinanceRecords.xlsx workbook.

Exchanging Data Between Various Sources 4.11

 Exercises
Exercise 1

Andy invested his money in gold. For this purpose, he checks the rise and fall in the prices of the gold each day.
He finds that the price of the gold changes in very frequently. He wants to record the changes in the price in
each trading session in order to analyze the trend in the market. He finds a website, which displays the gold
price for trading sessions. He wants import the data in the Microsoft Excel worksheet in order to know the rise
and fall in the gold prices. Help Andy to load the data from Internet to the worksheet.
Prerequisite: To perform the exercise, you need to use the website address
http://www.londonstockexchange.com/exchange/prices-and-
markets/stocks/summary/company-summary.html?
fourWayKey=IE00B4XVDC01IEGBXASQ1
Hint 1: Use the New Web Query dialog box to import the data.
Hint 2: To open the New Web Query dialog box, use the Data tab in Ribbon.
Exercise 2

Consider a scenario of PathWay Logistics Company. The company uses customized software, Empsolution, to
store the details of the employees. The software is designed in such a manner that the data exchange is done in
CSV file format. Linda, the HR Manager, wants to find the number of leaves taken by the employees so that she
can prepare the payroll. For this purpose, she retrieves the employee details using the software tool, which gives
the employee details in a text file format. Linda wants these details in the Microsoft Excel worksheet in order to
find the number of leaves taken by employees. Help Linda to accomplish the task.
Prerequisite: To perform the exercise, you need to use the EmployeeDetails.CSV file.
Hint 1: Use the Import Text File dialog box to import the data.
Hint 2: To open the Import Text File dialog box, use the Get External Data group under the Data tab
in Ribbon.
Exercise 3

Consider a scenario of FCC Technology, which provides software services to large number of client
organizations. Marlon, the Marketing Manager of the company, works for business development by making
new clients. He is required to visit offices of other organization to present the working of the company and
the software products that they have made. For this purpose, he collects the software products details from
the respective departments. These details are stored in the Microsoft Excel worksheet. He is required to
transfer the details to Microsoft PowerPoint, so that he can prepare the presentation for the company. Help
Marlon to accomplish the task.
Prerequisite: To perform the exercise, you need to use the ProductDetails.xlsx file.
Hint 1: Use the Copy drop-down button in the Clipboard group under the Home tab in Microsoft Excel
to copy and move the data to MS PowerPoint.
Hint 2: Use the Paste drop-down button in the Clipboard group under the Home tab in MS PowerPoint.

4.12 Exchanging Data Between Various Sources

Exercise 4

Consider a scenario of Ultraglobal Company, which provides audit services to its clients in different
countries. Presently, the company is working on audits for one of its client Park Hotel in England. The
Ultraglobal Company prepares the audit reports for the client using the Microsoft Excel worksheet.
However, the Park Hotel uses a legacy Information System to maintain its company transaction details. This
legacy Information System can accept only text files as input. Therefore, the Ultraglobal Company has to
send the summary of the audit reports to the client in a text file format. Help the Ultraglobal Company to
accomplish the required task.
Prerequisite: To perform the exercise, you need to use the Export.xlsx file.
Hint 1: Use the Save As dialog box.
Hint 2: Use the Text (Tab delimited) option from the Save as type drop down list in the Save As dialog
box.

Exchanging Data Between Various Sources 4.13

4.14 Exchanging Data Between Various Sources
Collaborating with
Other Users

Chapter 5
 Task 5.1: Protecting Workbook with
Password
To protect workbook with password, you need to perform the following steps:
1. Open the Microsoft Excel window.
2. Click the File tab. The Backstage view is displayed.
3. Click the Info option in the left pane.
4. Click the Protect Workbook drop-down button in the middle pane, and then select the Encrypt with
Password option. The Encrypt Document dialog box is displayed, as shown in the following figure.

The Encrypt Document Dialog Box

5. Type password@123 in the Password text box.
6. Click the OK button. The Confirm Password dialog box is displayed.
7. Type password@123 in the Reenter password text box.

Collaborating with Other Users 5.3

8. Click the OK button. The Protect Workbook drop-down button and the protection message next to this
button get highlighted, as shown in the following figure.

The Highlighted Protect Workbook Option

9. Save the workbook as Protect.xlsx.
10. Close the Microsoft Excel window.

5.4 Collaborating with Other Users

 Activity 5.1: Protecting Information

Problem Statement

Consider the scenario of Techno Tronics Inc., which deals in IT solutions and services across North
America. Sam, the Project Manager needs to track the time spent by his team on various projects. For this,
Sam asks the developers to send him a mail at the end of week mentioning the total time spent on each tasks
of the project. However, collecting the information from all the mails is a tedious task as the developers send
this data in different formats. Therefore, Sam has created a workbook which has a uniform structure for all
developers. Sam has now circulated this sheet to his team. Each team member needs to fill his name, actual
time spent, and remarks against each activity. In addition, you need to ensure that the developers cannot
modify any other columns, while the Team Leader can modify the Planned Work Hours column using the
password.
Prerequisite: To perform this activity, you need to use the TrackLog.xlsx workbook.
Solution

To solve the preceding problem, you need to perform the following tasks:
1. Prepare the worksheet for restricted access.
2. Protect the worksheet.
Task 1: Preparing the Worksheet for Restricted Access

To prepare the worksheet for restricted access, you need to perform the following steps:
1. Open the TrackLog.xlsx workbook.
2. Select the E4:E20 cell range.
3. Click the Format drop-down button in the Cells group under the Home tab. The Format drop-down
list is displayed.

Collaborating with Other Users 5.5

4. Select the Format Cells option. The Format Cells dialog box is displayed as shown in the
following figure.

The Format Cells Dialog Box

Note
The default tab selected would depend on the previous selection of the Format
Cells dialog box.

5. Ensure that the Protection tab is selected.

6. Clear the Locked check box.
7. Click the OK button.
8. Select the B2 cell.
9. Repeat the steps from 3 to 7.
10. Select the G4:G20 cell range.
11. Repeat the steps from 3 to 7.

5.6 Collaborating with Other Users

12. Select the D4:D20 cell range.
13. Click the Review tab.
14. Click the Allow Users to Edit Ranges option in the Changes group. The Allow Users to Edit Ranges
dialog box is displayed, as shown in the following figure.

The Allow Users to Edit Ranges Dialog Box

15. Click the New button. The New Range dialog box is displayed, as shown in the following figure.

The New Range Dialog Box

16. Type password@123 in the Range password text box.

Collaborating with Other Users 5.7

17. Click the OK button. The Confirm Password dialog box is displayed, as shown in the following figure.

The Confirm Password Dialog Box

18. Type password@123 in the Reenter password to proceed text box.
19. Click the OK button. The Allow Users to Edit Ranges dialog box is displayed, as shown in
the following figure.

The Allow Users to Edit Ranges Dialog Box

20. Click the Apply button.
21. Click the OK button.

5.8 Collaborating with Other Users

Task 2: Protecting the Worksheet

To protect the worksheet, you need to perform the following steps:

1. Click the Protect Sheet button in the Changes group under the Review tab. The Protect Sheet dialog
box is displayed, as shown in the following figure.

The Protect Sheet Dialog Box

2. Type masterpass@123 in the Password to unprotect sheet text box.
3. Click the OK button. The Confirm Password dialog box is displayed.
4. Type masterpass@123 in the Reenter password to proceed text box.
5. Click the OK button.
6. Save the workbook.
7. Close the Microsoft Excel window.

Collaborating with Other Users 5.9

 Task 5.2: Sharing the Workbook

To share the workbook, you need to perform the following steps:

1. Open the Microsoft Excel window.
2. Click the Review tab.
3. Click the Share Workbook button in the Changes group. The Share Workbook dialog box is
displayed.
4. Select the Allow changes by more than one user at the same time. This also allows
workbook merging check box under the Editing tab.
5. Click the OK button. The Save As dialog box is displayed.
6. Browse to the location where you want to save the workbook.
7. Save the workbook as Share.xlsx.
8. Close the Microsoft Excel window.

5.10 Collaborating with Other Users

 Task 5.3: Enabling Track Changes

Prerequisite: To perform this task, you need to use the BookDetails.xlsx workbook.
To enable track changes, you need to perform the following steps:
1. Open the BookDetails.xlsx workbook.
2. Ensure that the Book_Data worksheet tab is selected.
3. Click the Review tab.
4. Click the Track Changes drop-down button in the Changes group, and then select the Highlight
Changes option. The Highlight Changes dialog box is displayed, as shown in the following figure.

The Highlight Changes Dialog Box

5. Select the Track changes while editing. This also shares your workbook check box.
6. Click the OK button. The Microsoft Excel message box is displayed, as shown in the following figure.

The Microsoft Excel Message Box

7. Click the OK button.
8. Close the BookDetails.xlsx workbook.

Collaborating with Other Users 5.11

 Activity 5.2: Allowing
Simultaneous Information Access

Problem Statement

Consider the scenario of Bookworm Library, which is the oldest library in Dallas. The library has four
branches spread across the city. Each branch has got various members. Initially, the member could avail the
services only in their local branch. Now, the library management has decided to provide the global services
to their members so that a member can avail the services from any branch. To implement this service, the
management has decided to share the member details with all the branches. For this, they have asked Bratt,
the Data Entry Operator, to distribute the workbook containing the structure of details, such as MemberID,
Name, and Address, in different worksheets for different branch through mail. However, before distributing
the workbook, he needs to create multiple copies of this workbook with different file names. Now,
respective librarians will fill the member details and send it back to Bratt. Bratt needs to consolidate the
details of the members in a single workbook. Help Bratt to accomplish the preceding requirement.
Prerequisite: To perform this activity, you need to use the Members.xlsx and SampleData.xlsx workbooks.

Note
You need to ensure that the Members.xlsx and SampleData.xlsx workbooks
are available at the location, D:\Data Files\APBD.

Solution

To solve the preceding problem, you need to perform the following tasks:
1. Enable the sharing feature.
2. Create multiple copies of the workbook.
3. Enter the details in all the copies.
4. Add the Compare and Merge Workbooks command to the Quick Access toolbar.
5. Merge all the copies into the master copy.
Task 1: Enabling the Sharing Feature

To enable the sharing feature, you need to perform the following steps:
1. Browse to D:\Data Files\ APBD.
2. Open the Members.xlsx workbook.
3. Ensure that the Head Office worksheet tab is selected.
4. Click the Review tab.
5. Click the Share Workbook button in the Changes group. The Share Workbook dialog box is
displayed.
6. Ensure that the Editing tab is selected.

5.12 Collaborating with Other Users

7. Select the Allow changes by more than one user at the same time. This also allows
workbook merging check box.
8. Click the OK button. The Microsoft Excel message box is displayed, as shown in the following figure.

The Microsoft Excel Message Box

9. Click the OK button to save the Members.xlsx workbook.
Task 2: Creating Multiple Copies of the Workbook

To create multiple copies of the workbook, you need to perform the following steps:
1. Click the File tab. The Backstage view is displayed.
2. Click the Save As option in the left pane. The Save As dialog box is displayed.

Note
You need to ensure that all the workbooks should be saved at the location,
D:\Data Files\APBD.

3. Type Hutchins in the File name text box.

4. Click the Save button.
5. Repeat the steps 1 and 2.
6. Type Rowlett in the File name text box.
7. Click the Save button.
8. Repeat the steps and 2.
9. Type Garland in the File name text box.
10. Click the Save button.
11. Repeat the steps 1 and 2.
12. Type Addision in the File name text box.
13. Click the Save button.
14. Close the Microsoft Excel window.

Collaborating with Other Users 5.13

Task 3: Entering the Details in all the Copies

To enter the details in all the copies, you need to perform the following steps:
1. Open the SampleData.xlsx workbook from the D:\Data Files\APBD folder.
2. Open the Hutchins.xlsx workbook from the D:\Data Files\APBD folder.
3. Click the Hutchins worksheet tab in the Hutchins.xlsx workbook.
4. Switch to the SampleData.xlsx workbook.
5. Click the Hutchins worksheet tab in the SampleData.xlsx workbook.
6. Select the A2:D30 cells and copy the details.
7. Switch to the Hutchins.xlsx workbook.
8. Select the A2 cell and paste the details.
9. Save and close the Hutchins.xlsx workbook.
10. Repeat steps 2 to 9. However, refer the Hutchins as Rowlett.
11. Repeat steps 2 to 9. However, refer the Hutchins as Garland.
12. Repeat steps 2 to 9. However, refer the Hutchins as Addision.
Task 4: Adding the Compare and Merge Workbooks Command to the Quick Access Toolbar

To add the Compare and Merge Workbooks command to the Quick Access toolbar, you need to perform
the following steps:
1. Open the Members.xlsx workbook from D:\Data Files\APBD folder.
2. Click the Customize Quick Access Toolbar button present on the Quick Access toolbar at the top
of the Microsoft Excel window.

5.14 Collaborating with Other Users

The Customize Quick Access Toolbar pop-up menu is displayed, as shown in the following figure.

The Customize Quick Access Toolbar Pop-up Menu

Collaborating with Other Users 5.15

3. Select the More Commands option from the pop-up menu. The Excel Options dialog box is
displayed, as shown in the following figure.

The Excel Options Dialog Box

4. Ensure that the Quick Access Toolbar tab is selected in the left pane.
5. Select the All Commands option from the Choose commands from drop-down list.
6. Select the Compare and Merge Workbooks command from the list box beneath the
Choose commands from drop-down list.
7. Click the Add button. The command is displayed in the list box beneath the Customize Quick Access
Toolbar drop-down list.
8. Click the OK button. The shortcut for the command is added to the Quick Access toolbar.
9. Close the Microsoft Excel window.
Task 5: Merging all the Copies into the Master Copy

To merge all the copies into the master copy, you need to perform the following steps:
1. Open the Members.xlsx workbook from the D:\Data Files\APBD folder.
2. Click the Compare and Merge Workbooks ( ) button on the Quick Access toolbar. The Select
Files to Merge Into Current Workbook dialog box is displayed.
3. Browse to the location D:\Data Files\APBD.

5.16 Collaborating with Other Users

4. Select the Addision.xlsx, Garland.xlsx, Hutchins.xlsx, and Rowlett.xlsx workbooks.
5. Click the OK button.
6. Save the Members.xlsx workbook.
7. Close the Microsoft Excel window.

Collaborating with Other Users 5.17

 Exercises
Exercise 1

Diaz Telecom Inc. provides telecom services across North Garland. Stephaney, the Support Manager,
maintains customer information in an Excel workbook. She needs to send this information to the
Verification division. However, she wants that the Verification Executives are only able to open the
workbook. In addition, she wants only the Senior Executive to change the information, if required. Help
Stephaney to accomplish the required task.
Prerequisite: To perform this exercise, you need to use the CustomerInfo.xlsx workbook.
Hint 1: Protect the workbook from authorized access.
Hint 2: Protect the worksheet from getting modified by others.
Exercise 2

Blue Moon Inc. manufactures computer peripherals across South Dakota. Jane, the Senior HR Manager,
needs to assign the task of calculating the salary components for employees to newly hired executives. She
decides to share an Excel workbook with the details for calculating the salary. In this worksheet, Jane wants
that the executives are able to change the CTC of the employees and remaining cells can be changed only by
the HR Manager. Help Jane to accomplish the required task.
Prerequisite: To perform this exercise, you need to use the SalaryCalculator.xlsx workbook.
Hint 1: Unlock the cell which is to be modified.
Hint 2: Protect the worksheet from getting modified by others.
Exercise 3

Yourway Inc. manufactures cosmetics products across Philadelphia. Adam, the Finance Manager, needs to
share the BudgetReport workbook that contains quarterly details of various expenses. The Finance Head
reviews and approves of the budget on the basis of BudgetReport workbook. Therefore, Adam needs to
keep track of the changes made to the workbook by Finance Head. Help Adam to accomplish the required
task.
Prerequisite: To perform this exercise, you need to use the BudgetReport.xlsx workbook.
Hint 1: Enable the track changes feature.
Hint 2: Use the Highlight Changes dialog box.
Exercise 4

Global Soccer Federation (GSF) handles all the soccer leagues organized in the US. The GSF annually
organizes the National Cup Soccer League. For this, they need the data for all the teams participating in the
league. The federation asks Melisa, the Sports Manager, to create a template in an Excel workbook to
consolidate this data into a single file. Melisa decides to create multiple copies of the template file and
distribute those files to every Club Manager. In addition, she wants every Manager to add details in the file
and rename the version of the file with the team name. Thereafter, they need to send those files back to
Melisa. Help Melisa and Club Managers to accomplish the required task.

5.18 Collaborating with Other Users

Prerequisite: To perform this exercise, you need to use the TeamDetails.xlsx and SampleTeamDetails.xlsx
workbooks.

Note
You need to ensure that TeamDetails.xlsx and SampleTeamDetails.xlsx are
available in D:\Data Files\APBD.

Hint 1: Enable the sharing feature.

Hint 2: Add the Compare and Merge Workbooks commands to the Quick Access toolbar.
Exercise 5

Acme Publishers is a publishing house for fashion magazines. Maria is the Purchase Manager at Acme
Publishers, and is responsible for the procurement of all the stationary supplies required at Acme. The
company needs to buy a new printer for which they have published a procurement tender in the daily
newspaper. After much deliberation, Maria could finalize two of the tenders having the following details:
 A proposal by Seco Printer offering a scheme for one-time payment of $11,000, payable at the time of
delivery of the product.
 A proposal by Mesa Printers offering a scheme for installment payments of $3000, spread over a period of
five years.
Assuming that the rate of interest/cost of capital is 12%, help Maria to evaluate the best deal from among
the shortlisted tenders.
In addition, Maria needs to share this file in an encrypted format with Jacob Ballas, an executive from the
Finance Department. How will Maria accomplish the given task?
Prerequisite: To perform this exercise, you need to use the PurchaseRequisition.xlsx workbook.
Hint 1: Use the PV function.
Hint 2: Use password protection for encryption.

Collaborating with Other Users 5.19

5.20 Collaborating with Other Users
Automating the
Business Operations

Chapter 6
 Task 6.1: Enabling the Developer Tab

To enable the Developer tab, you need to perform the following steps:
1. Open the Microsoft Excel window.
2. Click the File tab. The Backstage view is displayed.
3. Select Options from the left pane. The Excel Options dialog box is displayed.
4. Select the Customize Ribbon tab from the left pane. The Customize the Ribbon page is displayed.
5. Ensure that the Main Tabs option is selected in the Customize the Ribbon drop-down list.
6. Select the Developer check box from the list box beneath the Customize the Ribbon drop-down list.
7. Click the OK button. The Developer tab is displayed in Ribbon.
8. Close the Microsoft Excel window.

Automating the Business Operations 6.3

 Task 6.2: Recording a Macro

Prerequisite: To perform this task, you need to use the PaulFurnishers_January_Sales.xlsm

macro-enabled workbook.
To record a macro, you need to perform the following steps:
1. Open the PaulFurnishers_January_Sales.xlsm macro-enabled workbook.

Note
If the Security Warning pop-up appears, click the Enable Content button to continue.

2. Click the Developer tab.

3. Click the Record Macro button in the Code group. The Record Macro dialog box is displayed,
as shown in the following figure.

The Record Macro Dialog Box

4. Type the text, Weekly_Sales, in the Macro name text box.
5. Type the letter, W, in the Shortcut key text box.
6. Ensure that the This Workbook option is selected in the Store macro in drop-down list.
7. Click the OK button.
8. Select the A1 cell, and then type the text, Sales Report.

6.4 Automating the Business Operations

9. Press the Enter key.
10. Click the Home tab.
11. Select the A1 cell.
12. Click the Format drop-down button in the Cells group, and then select Row Height. The Row Height
dialog box is displayed.
13. Type 35 in the Row height text box.
14. Click the OK button.
15. Click the down arrow key of the Font Color drop-down button, and then select Red under the Standard
Colors section.
16. Click the down arrow key of the Font Size drop-down button, and then select 26.
17. Click the down arrow key of the Fill Color drop-down button, and then select Olive Green, Accent
3, Lighter 40% from the Theme Colors section.
18. Select the A3 cell.
19. Click the Format drop-down button in the Cells group, and then select Row Height. The Row Height
dialog box is displayed.
20. Type 25 in the Row height text box.
21. Click the OK button.
22. Set the background color of the A3:I3 cell range to Red, ccent 2, Lighter 40%.
23. Set the background color of the A4:I12 cell range to Aqua, Accent 5, Lighter 40%.
24. Set the background color of the A13:I13 cell range to Orange, Accent 6, Lighter 40%.
25. Click the Developer tab.
26. Click the Stop Recording button in the Code group.
27. Save and close the PaulFurnishers January_Sales.xlsm macro-enabled workbook.

Automating the Business Operations 6.5

 Task 6.3: Executing a Macro

Prerequisite: To perform this task, you need to use the PaulFurnishers_January_Sales.xlsm

macro-enabled workbook.
To execute a macro, you need to perform the following steps:
1. Open the PaulFurnishers_January_Sales.xlsm macro-enabled workbook.

Note
If the Security Warning pop-up appears, click the Enable Content button to continue.

2. Select the Second Week worksheet.

3. Select the A1 cell.
4. Click the Developer tab.
5. Click the Macros button in the Code group.
6. The Macro dialog box is displayed, as shown in the following figure.

The Macro Dialog Box

6.6 Automating the Business Operations

7. Ensure that the Weekly_Sales macro is selected in the list box beneath the Macro name text box.
8. Click the Run button.
9. Save and close the PaulFurnishers_January_Sales.xlsm macro-enabled workbook.

Automating the Business Operations 6.7

 Task 6.4: Deleting a Recorded Macro

Prerequisite: To perform this task, you need to use the PaulFurnishers_January_Sales.xlsm

macro-enabled workbook.
To delete a recorded macro, you need to perform the following steps:
1. Open the PaulFurnishers_January_Sales.xlsm macro-enabled workbook.

Note
If the Security Warning pop-up appears, click the Enable Content button to continue.

2. Click the Developer tab.

3. Click the Macros button in the Code group. The Macro dialog box is displayed, as shown in
the following figure.

The Macro Dialog Box

4. Ensure that the Weekly_Sales macro is selected in the list box beneath the Macro name text box.

6.8 Automating the Business Operations

5. Click the Delete button. The Microsoft Excel message box is displayed, as shown in the
following figure.

The Microsoft Excel Message Box

6. Click the Yes button.
7. Save and close the PaulFurnishers_January_Sales.xlsm macro-enabled workbook.

Automating the Business Operations 6.9

 Activity 6.1: Customizing a Macro

Problem Statement

Consider the scenario of Paul Furnishers Inc. Alvin created a macro to follow a common formatting standard
in all the weekly sales reports. Later, the Sales Manager asked Alvin to modify the current formatting
applied to the sales reports to enhance the visual appearance of the reports. To accomplish this, Alvin
decides to perform the following modifications in the recorded macro:
 Set the font size of the title to 30.
 Apply the italic and bold effects to the title.
 Set the font size of the column headings to 12.
 Apply the italic and bold effects to the column headings.

Help Alvin in accomplishing the required task.

Prerequisite: To perform this task, you need to use the PaulFurnishers January_Sales.xlsm
macro-enabled workbook.
Solution

To solve the preceding problem, you need to perform the following tasks:
1. Open the Microsoft Visual Basic for Applications window.
2. Modify the macro code.
3. Apply the customized formatting to the reports.
Task 1: Opening the Microsoft Visual Basic for Applications Window

To open the Microsoft Visual Basic for Applications window, you need to perform the following steps:
1. Open the PaulFurnishers January Sales.xlsm macro-enabled workbook.

Note
If the Security Warning pop-up appears, click the Enable Content button to continue.

2. Click the Developer tab.

3. Click the Macros button in the Code group. The Macro dialog box is displayed.
4. Ensure that the Weekly_Sales macro is selected in the list box beneath the Macro name text box.

6.10 Automating the Business Operations

5. Click the Edit button. The Microsoft Visual Basic for Applications window showing the macro code
is displayed, as shown in the following figure.

The Microsoft Visual Basic for Applications Window

Note
The instructions in the macro code may differ depending upon some additional steps
that may be performed by a user while recording the macro, such as maximizing or
minimizing the Microsoft Excel window, moving the scroll bars, or selecting or
deselecting a cell.

Task 2: Modifying the Macro Code

To modify the macro code, you need to perform the following steps:
1. Find the following set of instructions in the macro code:

Range("A1:I ").Select
ActiveCell.FormulaR1C1 = "Sales
Report" Range("A1:I1").Select
Selection.RowHeight = 35
With Selection.Font
.Color = -16776961
.TintAndShade =
0 End With
With Selection.Font
.Name = "Calibri"
.Size = 26
.Strikethrough = False
.Superscript = False
.Subscript = False
.OutlineFont = False

Automating the Business Operations 6.11

 .Shadow = False
.Underline = xlUnderlineStyleNone
.Color = -16776961
.TintAndShade = 0
.ThemeFont = xlThemeFontMinor

2. Replace the instruction, .Size = 26, in the preceding set of instructions with the instruction,
.Size = 30, and then insert the following instructions after the preceding set of instructions:

.Bold = True
.Italic = True

3. Find the following set of instructions in the macro code:

Range("A3:I3").Select
With Selection.Interior
.Pattern = xlSolid
.PatternColorIndex = xlAutomatic
.ThemeColor = xlThemeColorAccent2
.TintAndShade = 0.399975585192419
.PatternTintAndShade = 0
End With

4. Insert the following instructions after the preceding set of instructions:

With Selection.Font
.Size = 12
.Bold = True
.Italic = True
End With

5. Click the File menu in the Microsoft Visual Basic for Applications window, and then select the
Save PaulFurnishers January Sales.xlsm option to save the macro code.
6. Click the File menu in the Microsoft Visual Basic for Applications window, and then select the Close
and Return to Microsoft Excel option to switch to the Microsoft Excel window.
Task 3: Applying the Customized Formatting to the Reports

To apply the customized formatting to the reports, you need to perform the following steps:
1. Select the First Week worksheet.

Note
If the First Week worksheet is already selected, perform the step 2.

2. Select the A1 cell.

3. Execute the Weekly_Sales macro.
4. Select the Second Week worksheet.
6.12 Automating the Business Operations
5. Select the A1 cell.
6. Execute the Weekly_Sales macro.
7. Save and close the PaulFurnishers_January_Sales.xlsm macro-enabled workbook.

Automating the Business Operations 6.13

 Exercises

Note
Before performing these exercises, you need to ensure that the Developer tab is
enabled in Ribbon. If the Developer tab is not enabled, perform the task, 7.1, to
enable it.

Exercise 1

Consider the scenario of Paul Furnishers Inc. While generating the sales report for the last week at the end of
each month, Alvin needs to insert a chart in the report to illustrate the comparison among the total sales of all
the weeks in the month. To avoid repetition of steps performed to insert a chart in the last weekly sales report
created each month, Alvin decides to automate the task of inserting the chart in the worksheet. Help Alvin in
accomplishing the required task.
Prerequisite: To perform this exercise, you need to use the
PaulFurnishers_January_Sales.xlsm macro-enabled workbook.
Hint 1: Record a macro to automate the task of inserting a chart in the worksheet.
Hint 2: Use the Record Macro button in the Code group under the Developer tab to record a macro.
Exercise 2

Consider the scenario of Alpha Supermart. Harry, the HR Manager, asks Callie, the HR Executive, to
generate payroll reports for the last quarter. For this, Callie decides to store the payroll details of each
month in a separate worksheet in a workbook. In addition, she wants that the appearance of all the
worksheets should be similar. Therefore, Callie decides to implement the following formatting conventions
in all the worksheets in the workbook:
 The font color, font size, and background color of the cell containing the title should be Red, 20, and Light
Green, respectively.
 The column headings should be bold and italicized.
 The background color of the column headings should be Red, Accent 2, Lighter 60%.
 The background color the cells containing the payroll values should be Orange, Accent 6, Lighter 40%.

It becomes a tedious task to follow the preceding formatting standards while creating payroll reports.
Therefore, Callie decides to capture the actions while formatting the first worksheet, and to apply these
captured actions on the remaining worksheets. You need to help Callie in accomplishing the required tasks.
Prerequisite: To perform this exercise, you need to use the Salary_Details.xlsm macro-enabled workbook.
Hint 1: Record a macro while applying the required formatting standards in the first payroll report.
Hint 2: Execute the recorded macro in the reports where the common formatting standards need to
be applied.

6.14 Automating the Business Operations

Exercise 3

Consider the scenario of Alpha Supermart. Harry asks Callie to perform the following modifications
to improve the visual appearance of the payroll reports:
 The font size of the cell containing the title in the worksheets should be 22.
 The column headings in the worksheets should not be italicized.
 The font size of the column headings should be 14.
 The font size of the payroll values should be 12.

Help Callie in accomplishing the required tasks.

Prerequisite: To perform this exercise, you need to use the Salary_Details.xlsm macro-enabled workbook.
Hint 1: Open the macro code in the Microsoft Visual Basic for Applications window.
Hint 2: Edit the required macro instructions to improve the visual appearance of the payroll reports.
Exercise 4

Consider the scenario of Alpha Supermart. Callie created a macro to apply the common set of formatting
standards on the payroll reports. However, now, she needs to change all the formatting standards according
to the feedback given by Harry. To accomplish this, Callie needs to record a fresh macro. However, before
recording the new macro, she wants to remove the existing macro. You need to help Callie for removing the
macro.
Prerequisite: To perform this exercise, you need to use the Salary_Details.xlsm macro-enabled workbook.
Hint 1: Open the Macro dialog box by using the Macros button in the Code group under the Developer tab.
Hint 2: Use the Delete button in the Macro dialog box to delete the required macro.

Automating the Business Operations 6.15

6.16 Automating the Business Operations