Excel_7G_Loan_Staff_Revenue

Project Description:

In this project, you will create a named range and use it to set data validation. You will use a PMT function to calculate a value and then use it in a two-variable data table. You will also enter VLOOKUP functions to return values from a table, and format cells in the workbook. You will also audit a worksheet and correct errors.

Open the file Excel_7G_Loan_Staff_Revenue.xlsx   downloaded with this project.

Display the second   worksheet—Warehouse Payment Table. In cell B8, enter a PMT function using   cell B4 divided by 12 as the rate, cell B3 as the number of payment periods, and cell   B2 as the present value of the loan. Display the result as a positive number.

Create a two-variable data table   in the range B8:H16. Set cell B3 as the row input cell, and cell B4 as the   column input cell. From the Cell Styles gallery, apply the Currency cell style   to the range C9:H16. Select the payment option closest to but less than   $10,000 per month for a 120-month loan—cell D16—and format the option with   the Note cell style. Click cell A1 and Save your workbook.

Display the fourth worksheet—Job   Information. Select the range A4:C11, and then sort the range by Job Code in   ascending order. By using the Create from Selection command, create a range   named Job_Code using the data in the range   A4:A11. Click cell A1.

Display the Staffing Plan   worksheet, and then select the range A9:A18. Create a Data Validation list   with Source equal to the named range Job_Code

Click cell A9, click the list   arrow, and then click M-MG. Click cell B9 to make it the active cell, and   then insert a VLOOKUP function that will look up the Description of the Job   Code in cell A9 using the information in the Job Information worksheet as the   table array. After selecting the table array, be sure to press F4 to make it   an absolute cell reference. The Description to be looked up is in column 2 of the table array.

With cell B9 as the active cell,   copy the VLOOKUP formula down through cell B18. In cell C9, type 1 as the # of Positions and in   cell D9, type Management as the Type.

In cell E9, insert the VLOOKUP   function to look up the Salary of the Job Code in cell A9 by using the   information in the Job Information sheet as the table array; the Salary is in   column 3   of the table   array. Copy the VLOOKUP formula in cell E9 down through cell E18.

Beginning in cell A10, add these   staff positions:
  Item # of Positions Type
 

C-CASH 3 Cashier
C-CSA 1 Customer Service
M-AMG 3 Management

Delete any unused rows between   the last item and the Total row. Sum the Budget Amount column and apply the   Total cell style. Click cell A1 and Save your workbook.

Display the Bracelet Revenue   worksheet. Click cell I5, and then on the Formulas tab, click Trace   Precedents. On the ribbon, in the Formula Auditing group, click Error   Checking, and then click Edit in Formula Bar. Edit the formula so that the   formula is using the Growth Assumption for Beaded Bracelets, not for Crystal   Bracelets.

In the Error Checking dialog   box, click Resume. In cell M6, notice the formula is trying to divide by cell   L10, which is empty. Click Edit in Formula Bar, change 10 to 9 Ensure that the reference to L9   is an absolute reference, and then in the Error Checking dialog box, click   Resume.

In cell F7, examine the error   information, and then click Copy Formula from Above. Examine the error in   cell J8, and then click Copy Formula from Left. Click OK. Use Format Painter   to copy the format in cell M5 to cell M6. Click cell A1 and Save your   workbook.

Display the Designers worksheet.   In cell B2, insert a MATCH function to find the position of Sports bracelets in the range c6:c27.   In cell B3, insert a combined INDEX and MATCH function to display the name of   the designer for Sports bracelets.   Click cell A1, and then Save your workbook.

In the sheet tab row,   right-click any sheet tab, and then click Select All Sheets. Display the Page   Setup dialog box. From the Margins tab, center the worksheets on the page   horizontally. From the Header/Footer tab, create a Custom Footer with the   file name in the Left section and the sheet name in the Right section.   Right-click the sheet tab, and then click Ungroup Sheets. Display the   Warehouse Payment Table worksheet, and then set this sheet’s Orientation to   Landscape. Display the Bracelet Revenue sheet. For this sheet, set the   Orientation to Landscape, and in the Scale to Fit group, set the Scale to 95%   Set the Orientation of the Designers worksheet to Landscape.

Display Backstage view, click   Show All Properties. On the list of Properties, in the Tags box, type staffing   plan, bracelet revenue   In the Subject box, type your course name and section number. Under Related   People, be sure that your name displays as the author. On the left, click   Print. Under Settings, click the Print Active Sheets arrow, and then click   Print Entire Workbook. At the bottom of the window, click Next Page to scroll   through the six worksheets and check for any errors. On the left, click Save.

Ensure that the worksheets are   correctly named and placed in the following order in the workbook: Warehouse Purchase, Warehouse Payment   Table, Staffing Plan, Job Information, Bracelet Revenue, and Designers. Save   the workbook. Close the workbook and then exit Excel. Submit the workbook as   directed.