The document outlines a scored assessment for a retail company focusing on data management and analysis using Excel. It includes steps for formatting data, creating calculated columns, generating reports, and utilizing PivotTables to analyze sales data. Additionally, it emphasizes the importance of professional presentation and accuracy in the final workbook submission.
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Chapter Assessment
The document outlines a scored assessment for a retail company focusing on data management and analysis using Excel. It includes steps for formatting data, creating calculated columns, generating reports, and utilizing PivotTables to analyze sales data. Additionally, it emphasizes the importance of professional presentation and accuracy in the final workbook submission.
We take content rights seriously. If you suspect this is your content, claim it here.
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5.5 Scored Assessment
TABLES FOR A RETAIL COMPANY
Download Data File: SC5 Data
Retail companies with today’s online, as well as, in-store sales have a lot of data to keep track of!
Keeping track of sales, costs, and profits on a daily basis is essential to making the most of a busi-
ness. This exercise illustrates how to use the skills presented in this chapter to generate the data
needed on a daily basis by a retail company.
1, Open the data file SC5 Data and save the file to your computer as SC5 Dynamite Cus-
tomer Sales.
2. Click the Sales Sheet. Format the data set as a table. Choose a style from the styles
gallery,
3. Create the following calculated columns.
a) In 14, and J4, use a VLOOKUP function that will look up the Product Price and Prod-
uct Cost based on the Product Sold column which lists an ID number. [Hint: The
Product Table sheet lists the Price and Cost] If any error messages appear, check the
Range Lookup.
b) In K4, use a formula to calculate Profit. Hint: Profit =(Product
Price-Product Cost)*Units Sold
4, Format columns I,J, and K as currency with two decimal places.
5. Make a copy of the Sales sheet and rename it Online Sales by Date.
Place this sheet to the right of the Sales sheet. Answer the following
question by filtering the data accordingly. What was the total Profit for
Online Sales? Sort the results by Date Sold (A/Z).
6. Make a copy of the Sales sheet and rename it June Sales by Country. Place this new
sheet to the right of the Online Sales by Date sheet. Answer the following question by fil-
tering the data accordingly. In June, for all products sold, what was the total profit
earned? Sort the results by Country, then Name both in (A/Z).as
DIANE SHINGLEDECKER
7. Make another copy of the Sales sheet and rename it Sales by Product. Place this new
sheet to the right of the June Sales by Country sheet. Using a slicer, filter the data accordingly
to display the average Product Price, Product Cost, and Profit for DETA100 and DETA200
items. Sort the filtered sheet by Product Sold. [Hint: In the total row make sure to type the
word Average in column A]
8, Make one final copy of the Sales sheet and rename it Subtotals by
Sales Type. Place this new sheet to the right of the Sales by Product
sheet. Subtotal the sheet by Sales Type, summing the Profit column.
9. Add a 2nd subtotal to the Subtotals by Type sheet that subtotals by Sales Type and aver-
ages the Profit column.
10. From the Sales sheet, create the below PivotTable totaling per product type the Product
Cost for Online and Retail sales. Insert the PivotTable as a new sheet. Name the sheet Pro-
ductPT.
‘Sum of Product Cost Column Labels ~
Row Labels ~ Online Retail Grand Total
DETA100 $ 159.00 $ 159.00
DETA200 S 127.00 $ 63.50 $ 190.50
DETA800 S 608.00 $ 608.00
PURA100 $ 86.00 $ 21.50 $ 107.50
PURA200 8 168.00 $ 168.00
PURA250 $ 64.60 $ 32.30 $ 96.90
PURASOO $ 67.00 $ 67.00
SUPA101 $ 61.20 S$ 61.20
SUPA102 $ 25.00 $ 25.00
SUPA103 $ 54.00 $ 54,00
SUPA104 . 60.00 $ 15.00 $ 75.00
SUPA105 $ 90.00 $ 18.00 $ 108.00
Grand Total $ 1,569.80 $150.30 $1,720.10
Figure $.7 ProductPT
11. For each worksheet, add a footer with the worksheet name in the center and your
name in the right panel.BEGINNING EXCEL 2019 aes
12. Preview each worksheet in Print Preview and make any necessary changes for profes-
sional printing. (Hint: Orientation, page scaling, and print titles might need to be used.)
13. Check the spelling on all of the worksheets and make any necessary changes. Save the
SC5 Dynamite Customer Sales workbook, and submit the file as directed by your instruc-
tor.
ATTRIBUTION
"5.5 Scored Assessment” by Hallie Puncochar and Diane Shingledecker, Portland Community Col-
lege is licensed under CC BY 4.0