Shelly Cashman Excel 2019 | Module 3: SAM Project 1b

Harsh Harsh
SUBMISSION #1 | SCORE IS: 84 OUT OF 100 GE ver. 17.6.0-rc0000

1. Amir Nader is a sales analyst for Sales Dart Services, a sales and marketing services company in Chicago, Illinois, that works with 7/7
businesses in the consumer goods industry. Amir has been creating a report that analyzes sales and commissions in an Excel
workbook, and has asked you to help him complete the report.

Go to the Report worksheet. Rename the Report worksheet to as Sales Report, which is a more accurate name.

Rename a worksheet.
2. Unfreeze the panes to scroll the worksheet without keeping the top and left panes displayed. 7/7
Unfreeze rows and columns
3. Middle Align the contents of the merged cell A2 to improve the appearance of the "Sales Report" subtitle. 0/7

Align cell content vertically.

In the Sales Report worksheet, cell A2 should be formatted using center vertical alignment.
4. In cell K2, insert a formula that uses the NOW function to display today's date. 7/7
Create a formula using a function.
5. Fill the range C5:G9 with the formatting from the range B5:B9 to use a consistent number format for the sales data. 7/7

Change the number format.

6. Amir wants to show the sales trend for each service category and month from July to December. Provide this information as follows: 5/7
a. In cell H5, insert a Line sparkline based on the data in the range B5:G5.
b. Use the Fill Handle to fill the range H6:H9 without formatting based on the contents of cell H5.
c. Change the color of the sparklines in the range H5:H9 to Brown, Accent 5 (9th column, 1st row of the Theme Colors palette) to
emphasize them.
d. Show a High Point and a Low Point in the sparklines to make those values easy to identify.

Add sparklines to a cell.

Add sparklines to a range.
In the Sales Report worksheet, the range H6:H9 should be filled with Line sparklines based on cell H5 and without cell
formatting.
Set the color of a sparkline.
Format sparklines.
7. Copy the formula in cell I5 and paste it in the range I6:I9, pasting only the formula and number formatting, to include sales totals. 0/7

Copy and Paste formula into a range.

In the Sales Report worksheet, one or more cells in the range I6:I9 contains an incorrect formula.

8. Amir wants to determine how the sales of each month contributed to the total sales. Calculate this information for him as follows: 7/7
a. In cell B12, insert a formula without using a function that divides the total sales for July (cell B9) by the total sales (cell I9).
b. Use an absolute reference to cell I9 in the formula.
c. Use the Fill Handle to fill the range C12:G12 with the formula in cell B12.

Use absolute references in a formula.

Copy a formula into a range.
9. Amir also needs to calculate the commissions paid each month. If the company earns $275,000 or more in a month, the commission 7/7
is 26% of the sales. If the company earns less than $275,000 in a month, the commission is 17% of the sales. Calculate the
commissions as follows:
a. In cell B16, enter a formula that uses the IF function and tests whether the total sales for July (cell B9) is greater than or equal to
275000.
b. If the condition is true, multiply the total sales for July (cell B9) by 0.26 to calculate a commission of 26%.
c. If the condition is false, multiple the total sales for July (cell B9) by 0.17 to calculate a commission of 17%.
d. Use the Fill Handle to fill the range C16:G16 with the formula in cell B16 to calculate the commissions for August through
December.

Create a formula using a function.

Copy a formula into a range.
10. Change the sparklines in the range H16:H17 as follows to use a format similar to the Monthly Sales sparklines: 7/7
a. Change the Column sparklines to Line sparklines.
b. Apply the sparkline style Dark Red, Sparkline Style Accent 1, Darker 50% (1st row, 1st column of the Sparkline Color theme
palette) to make the sparklines easier to see.

Change sparkline type.

Format sparklines.
11. Amir would like to increase the average number of clients served per month. Because retail merchandising has the lowest sales, 7/7
Amir wants to know how many retail merchandising clients he needs to reach the goal of 35 clients served per month.

Use Goal Seek to set the average number of clients for all services (cell I26) to the value of 35 by changing the average number of
retail merchandising clients (cell I23).

Use Goal Seek.

12. Format the text in cell J21 to clarify what it refers to as follows: 7/7
a. Merge and center the range J21:J26.
b. Rotate the text down in the merged cell.
c. Change the width of column J to 7.00.

Merge and center a range.

Change the orientation of cell content.
Change the column width.
13. Delete row 32 to keep the Estimated Commissions information together. 8/8
Delete a row.
14. Amir also wants to compare the estimated sales of January and June of next year. Insert a chart that provides this information as 8/8
follows:
a. Create a Clustered Column chart based on the nonadjacent ranges A21:B25 and G21:G25.
b. Enter Estimated Sales: Jan and June as the chart title.
c. Resize and reposition the chart so that its upper-left corner is in cell A33 and its lower-right corner is in cell E45.
d. Change the chart layout to Layout 5 to display a data table with the chart.

Insert a chart.
Insert a chart title.
Resize and reposition a chart.
Change the chart layout.
 Author:

Note: Do not edit this sheet. If your name does not appear in cell B6, please download a new copy of the file
website.
 Shelly Cashman Excel 2019 | Module 3: SAM Project 1b

Sales Dart Services

CREATE A SALES REPORT

Harsh Harsh

Note: Do not edit this sheet. If your name does not appear in cell B6, please download a new copy of the file from the SA
website.
om the SAM
 Sales Re
Monthly S
Service Category July August September
Market research $ 72,344.50 $ 72,344.50 $ 79,884.67
Retail merchandising $ 52,474.35 $ 52,474.35 $ 49,330.69
Product promotion $ 81,550.21 $ 81,550.21 $ 88,814.48
Social marketing $ 48,073.52 $ 48,073.52 $ 55,781.80
Total $ 254,442.58 $ 254,442.58 $ 273,811.64

Percentage per Month

Share 15% 15% 17%

Commission
July August September
Amount $ 43,255.24 $ 43,255.24 $ 46,547.98
Net Amount
Net Commission % $ 18,599.75 $ 18,599.75 $ 20,015.63
(After Deductions) 43%

Estimated
Service Category January February March
Market research $ 78,000 $ 79,000 $ 80,000
Retail merchandising $ 58,500 $ 56,500 $ 50,000
Product promotion $ 81,000 $ 89,000 $ 90,000
Social marketing $ 52,000 $ 55,000 $ 56,000
Total $ 269,500 $ 279,500 $ 276,000

Estimated Com
January February March
Amount $ 4,581.50 $ 7,267.00 $ 7,176.00
Net Amount
Net Commission % $ 1,970.05 $ 3,124.81 $ 3,085.68
(After Deductions) 43%

Estimated Sales: Jan and June

$95,000
$85,000
$75,000
$65,000
 Estimated Sales: Jan and June
$95,000
$85,000
$75,000
$65,000
Axis Title $55,000
$45,000
$35,000
$25,000
$15,000
$5,000
Market research Retail merchandising Product promotion Social marketing
January $78,000 $58,500 $81,000 $52,000
June $85,500 $61,000 $95,000 $60,000
 Sales Report
Monthly Sales
October November December Trend
$ 75,380.26 $ 81,610.14 $ 83,352.68
$ 52,785.58 $ 58,080.67 $ 62,109.76
$ 87,934.09 $ 91,815.96 $ 93,009.43
$ 62,852.10 $ 60,019.22 $ 65,272.37
$ 278,952.03 $ 291,525.99 $ 303,744.24

17% 18% 18%

Commissions Paid
October November December Trend
$ 72,527.53 $ 75,796.76 $ 78,973.50
$ 31,186.84 $ 32,592.61 $ 33,958.61

Estimated Sales
April May June Total
$ 82,000 $ 84,000 $ 85,500 $ 488,500
$ 52,800 $ 54,000 $ 61,000 $ 332,800
$ 91,000 $ 93,000 $ 95,000 $ 539,000
$ 58,000 $ 59,500 $ 60,000 $ 340,500
$ 283,800 $ 290,500 $ 301,500 $ 1,700,800

Estimated Commissions
April May June Trend
$ 7,378.80 $ 7,553.00 $ 7,839.00
$ 3,172.88 $ 3,247.79 $ 3,370.77
ion Social marketing
$52,000
$60,000
 Report
date: ###

Total
$ 464,916.75
$ 327,255.40
$ 524,674.38
$ 340,072.53
$ 1,656,919.06

Total
$ 360,356.24
$ 154,953.18

Avg. Clients
40
Projections

58
20
22
35

Total
$ 41,795.30
$ 17,971.98