New Perspectives Excel 2016 | Modules 5-8: SAM Capstone Project 1a
Wild Planet Conservation
DATA VALIDATION, ADVANCED FUNCTIONS, TABLES, AND PIVOTTABLES
GETTING STARTED
Open the file NP_EX16_CS5-8a_FirstLastName_1.xlsx, available for
download from the SAM website.
Save the file as NP_EX16_CS5-8a_FirstLastName_2.xlsx by changing the
“1” to a “2”.
o If you do not see the .xlsx file extension in the Save As dialog box, do
not type it. The program will add the file extension for you automatically.
To complete this SAM Project, you will also need to download and save the
following data files from the SAM website onto your computer:
o Support_NP_EX16_CS5-8a_Staff.xlsx
With the file NP_EX16_CS5-8a_FirstLastName_2.xlsx still open, ensure
that your first and last name is displayed in cell B6 of the Documentation sheet.
o If cell B6 does not display your name, delete the file and download a new
copy from the SAM website.
PROJECT STEPS
1. Andre Suarez is the senior director of Wild Planet Conservation, a nonprofit
organization that supports African wildlife and operates in California, Oregon,
and Washington state. He has asked for your help updating the worksheet he
created to track and record financial information.
Switch to the Local Offices worksheet, and then unprotect it.
2. To make it easy to find detailed staff information stored in another workbook,
create a hyperlink as follows:
a. In cell A7, insert a hyperlink to the Support_NP_EX16_CS5-
8a_Staff.xlsx file, available for download from the SAM website. (Make
sure all the files for this project are in the same folder.)
b. Use Staff Information as the text to display.
c. Use Detailed staff information for all locations as the ScreenTip text.
3. View the comment in cell A12. Follow the instructions in the comment to update
a value in the worksheet, and then delete the comment.
4. Andre started to create named ranges in the worksheet and has asked you to
finish the updates as follows:
a. Edit the defined name associated with cell D12 to be CA_Run instead of
CA_RunWalk.
New Perspectives Excel 2016 | Modules 5-8: SAM Capstone Project 1a
b. Create a defined name for cell D24 using WA_Run as the name.
c. Select the range F16:G20 and create names from the selection using the
values shown in the Left column.
5. In cell G11, insert a formula using the SUM function that uses the defined
names CA_Adopt, OR_Adopt, and WA_Adopt to calculate the total amount
raised for the Adopt an Animal fundraiser.
6. To include a note about revenue from fundraisers, insert a comment into cell
G13. Add This amount exceeded our goal this year! and if necessary, hide
the comment so it is not a distraction.
7. To ensure the accuracy of data entered in the Event Coordinators table, create
a data validation rule that accepts only values from a list as follows:
a. In cell G17, insert a data validation rule that accepts values from a List,
ignores blanks, and appears as an in-cell dropdown.
b. Enter the list California, Oregon, Washington as the validation source.
c. For the input message, use Office Location as the title and Select an
office location from the list. (including the period) as the Input
message.
d. For the error alert, use the Stop style with Invalid location as the title.
8. Create a data validation rule that accepts only specified date values as follows:
a. In cell G18, insert a data validation rule that accepts Date values for
dates between 3/1/2019 and 3/31/2019.
b. For the input message, use March Event Date as the title and use the
text Enter date for March fundraiser. (including the period) as the
Input message.
c. For the error alert, use the Stop style with Invalid March event date as
the title.
9. Edit the data validation rule associated with cell G19 as follows:
a. Change the input message title to May Event Date and use Enter date
for May fundraiser. (including the period) as the Input message.
b. Change the error alert to use the Stop style with Invalid May event
date as the title.
10. Test the data validation rules by entering the following information into the
worksheet:
a. In cell G16, enter Amanda Arnett as the Name.
b. In cell G17, select Oregon as the WPC Office.
c. In cell G18, enter 3/12/2019 as the March Date.
d. In cell G19, enter 5/15/2019 as the May Date.
e. In cell G20, select Run for the Wild as the Event.
New Perspectives Excel 2016 | Modules 5-8: SAM Capstone Project 1a
11. Andre receives monthly revenue worksheets from each of the three local
offices. Apply the same formatting to the three worksheets and update them as
follows:
a. Group the California, Oregon, and Washington worksheets.
b. In cell A4, edit the text to read Patron (instead of Member).
c. Bold the values in the range G4:G8.
d. In cell B8, enter a formula using the SUM function that totals the revenue
for January (the range B4:B7). Copy the formula to the range C8:F8.
e. Ungroup the worksheets and then check to confirm that all three
worksheets reflect the changes you made in this step.
12. Switch to the Consolidated worksheet. Consolidate the revenue data from each
of the offices as follows:
a. In cell A4, enter a formula without using a function that references cell A4
in the Washington worksheet. Copy the formula from cell A4 to the range
A5:A7.
b. In cell B4, enter a formula using the SUM function, 3-D references, and
grouped worksheets that totals the values from cell B4 in the
California:Washington worksheets.
c. Copy the formula from cell B4 to the range B5:B7 without copying the
formatting.
d. Copy the formulas and the formatting from the range B4:B7 to the range
C4:F7.
13. Andre has set a revenue goal of $20,000 for January, February, and April, when
the organization has no fundraisers, and a revenue goal of $200,000 for March
and May, when the organization does have fundraisers.
In cell B10, enter a formula using the IF and AND functions to indicate whether
the revenue goal has been met that month:
a. Enter the logical test using the AND function to determine if the
Fundraisers amount in cell B7 equals 0 and the Total in cell B8 is
greater than 20000.
b. If the logical test is true, display Yes (using “Yes” for the value_if_true
argument).
c. If the logical test is false, insert a nested IF function.
d. Enter the logical test of the nested IF function using the AND function to
determine if the Fundraisers amount in cell B7 is greater than 0 and the
Total in cell B8 is greater than 200000.
e. If the logical test for the nested IF function is true, display Yes (using
“Yes” for the value_if_true argument).
f. If the logical test is false, display No (using “No” for the value_if_false
argument).
Copy the formula in cell B10 to the range C10:F10.
New Perspectives Excel 2016 | Modules 5-8: SAM Capstone Project 1a
14. The conditional formatting rule Andre created in the range B10:F10 highlights
months that do not meet the revenue goal. Remove the fill color from the
highlighting as follows:
a. Edit the conditional formatting rule applied to the range B10:F10.
b. Change the format so the Fill color is No Color, while keeping the same
font color and style.
15. Go to the Spring worksheet. In the Spring and Fall worksheets, Andre has
stored membership revenue for the spring and fall of 2018. Format the Spring
worksheet to match the Fall worksheet as follows:
a. Format the range A2:E56 as an Excel table with headers using the Lime,
Table Style Medium 4 table style. (Hint: Depending on your version of
Office, the table style may be written as Table Style Medium 4.)
b. Use SpringMemberships as the name of the table.
16. Andre wants to include a quick way to determine the level of the membership,
which is based on the Amount values. Enter a formula using the HLOOKUP
function as follows:
a. In cell C3, enter a formula using the HLOOKUP function.
b. Use a structured reference to the Amount column ([Amount]) as the
lookup value.
c. Look up that value in the table array shown in the range G2:J3, using an
absolute reference to that range.
d. Return the value in row 2 of the table array.
e. Use TRUE as the range_lookup parameter, so that the formula will find
the closest approximate value (as the level covers a range of membership
amounts.)
f. Fill the formula into the range C4:C55, if necessary.
g. Clear the contents of cell C56 in the Total row.
17. Andre wants to confirm that all the membership data was entered correctly into
the SpringMemberships table. Check for duplicate Member ID values as follows:
a. In the range A3:A55, apply a conditional formatting Highlight Cells Rule
that formats any duplicate values with Light Red Fill with Dark Red
Text.
18. Correct the duplicate values by updating the following Member ID values. (Hint:
When you complete this substep, the conditional formatting rule should no
longer highlight any values in the range.)
a. Use CA-240 as the MemberID value for the record in row 10, which has
Million+ as the Type, Patron as the Level, Elephant as the Animal, and
$125 as the amount.
b. Use WA-122 as the MemberID value for the record in row 37, which has
FaceLink as the Type, Sponsor as the Level, Elephant as the Animal, and
$350 as the amount.
New Perspectives Excel 2016 | Modules 5-8: SAM Capstone Project 1a
19. Switch to the Fall worksheet. In the Fall worksheet, Andre wants to include a
quick way to look up member information based on the Member ID value. To
display the type of membership, enter a formula in cell H3 using the VLOOKUP
function as follows:
a. Use cell H2 as the lookup value.
b. Use a reference to the FallMemberships table as the table array.
c. Use column 2 as the column index number.
d. Use FALSE as the range_lookup argument, so that the function returns
an exact match to the Member ID value shown in cell H2.
20. A popular way to become a member of Wild Planet Conservation is through the
FaceLink social media website, and Andre wants to determine the total number
of members who signed up using their FaceLink account.
a. In cell H7, enter a formula using the COUNTIF function to count the
number of FaceLink members.
b. Use a structured reference to the Type column in the FallMemberships
table as the range.
c. Use “FaceLink” as the formula criteria.
21. Determine the average amount FaceLink members paid to join the organization
as follows:
a. In cell I7, enter a formula using the AVERAGEIF function to average the
amount paid by FaceLink members.
b. Use a structured reference to the Type column in the FallMemberships
table as the range.
c. Use “FaceLink” as the formula criteria.
d. Use a structured reference to the Amount column in the FallMemberships
table as the average_range argument.
22. Update the FallMemberships table as follows to make it easier to analyze:
a. Sort the data in the FallMemberships table first in ascending order by the
Level field and then in the descending order by the Amount field.
b. Insert a Total Row in the FallMemberships table. (Hint: The total of the
values in the Amount field will automatically appear in cell E63.)
c. In cell D63, use the Count function in the in-cell dropdown to calculate
the number of members using the values in the Animal field.
23. Andre would like to be able to manipulate and filter the fall membership data in
several ways.
a. Create a PivotTable based on the FallMemberships table in a new
worksheet, using Fall PivotTable as the worksheet name.
b. Add the Animal field and the Member ID field (in that order) to the
Rows area.
c. Add the Amount field to the Values area.
New Perspectives Excel 2016 | Modules 5-8: SAM Capstone Project 1a
d. Update the Sum of Amount field in the Values area to display the name
Membership Amount using the Accounting number format with 0
decimal places and $ as the symbol.
e. Apply the Lime, Pivot Style Medium 4 PivotTable style to the
PivotTable. (Hint: Depending on your version of Office, the PivotTable
style may be written as Pivot Style Medium 4.)
24. Filter the PivotTable as follows to make it easier to analyze information:
a. Create a filter for the PivotTable by adding the Type field to the Filters
area.
b. Filter the table so it displays only members who signed up through
FaceLink.
c. Insert a slicer that filters the PivotTable based on the Level field value.
d. Resize and reposition the slicer so that its upper-left corner appears
within cell E3 and its lower-right corner appears within cell H10.
e. Use the slicer to filter the PivotTable to display only members at the
Benefactor level.
Your workbook should look like the Final Figures on the following pages. Save your
changes, close the workbook, and then exit Excel. Follow the directions on the SAM
website to submit your completed project.
Final Figure 1: Local Offices Worksheet
New Perspectives Excel 2016 | Modules 5-8: SAM Capstone Project 1a
Final Figure 2: California Worksheet
Final Figure 3: Oregon Worksheet
New Perspectives Excel 2016 | Modules 5-8: SAM Capstone Project 1a
Final Figure 4: Washington Worksheet
Final Figure 5: Consolidated Worksheet
New Perspectives Excel 2016 | Modules 5-8: SAM Capstone Project 1a
Final Figure 6: Spring Worksheet
New Perspectives Excel 2016 | Modules 5-8: SAM Capstone Project 1a
Final Figure 7: Fall PivotTable Worksheet
New Perspectives Excel 2016 | Modules 5-8: SAM Capstone Project 1a
Final Figure 8: Fall Worksheet
