Downtown Office supply is a small family owned store in a small suburb. In order to maintain and grow the business the owners want to do some analysis to see how their sales ar

I need help with this Excel Assignment. Follow the instructions in the word doc, it needs to match perfectly with it all steps need to be done 

Assignment: Excel (100 points)

Read the brief case below. Using the Excel spreadsheet provided, complete the questions.

Downtown Office Supply

Downtown Office supply is a small family owned store in a small suburb. In order to maintain and grow the business the owners want to do some analysis to see how their sales are doing. Management wants to see how the company did last year and make some decisions about what products to keep along with staffing for busy times of the year.

Instructions: In the excle spreadheet provided, complete the tasks below. Upon completion you will submit a single, completed, Excel workbook.

13 points each

1. Setup the spreadsheet with proper formatting and formulas so it can be presented to management.

0. Change the tab called “Quarterly” to “Q1 – Quarterly” and move the tab to the first position.

0. Add a column to calculate the total for each product. Use the SUM function.

0. Add rows to calculate the Total, Average and Median sales for each quarter. Use the SUM, AVERAGE, and MEDIAN functions.

0. Format the title at the top so it stands out. Add distinct formatting to the column and row headings. Format the data in the cells to show currency.

0. Format the total sales column to have a green background.

0. Create a bar chart showing for each product (a) the total sales for the year and (b) the proportion of the total contributed by each quarter’s sales. This should be shown in one. You should have 1 bar for each product. Add a title to your chart.

1. Management would like to decide whether they should discontinue any products. Any product which has had 50% less sales over the previous year should be discontinued. Are there any products that they should discontinued? List the product(s) and your recommendation in the worksheet. Which 3 products had the highest increase in sales?

1. Change the tab called 2017 vs 2018 to Q2 – 2017 vs. 2018 and move the tab to the second position.

1. Add a new column to calculate the percentage change from 2017 to 2018. Percentage change is computed using the following formula: (current year sales—last year sales) / (last year sales). Represent the numbers as percentages.

1. Calculate the total, average, and standard deviation for each year.

1. Format the title at the top so it stands out. Add distinct formatting to the column and row headings. Format the data in the cells to show currency.

1. Use conditional formatting to highlight the Percent Change cells that have a negative percent change in red.

1. Use conditional formatting to highlight the top 3 cells that had the highest increase in green.

1. Create a pie chart showing the contribution of each product to 2018 total sales. Make sure the percentages are displayed on the chart and the product names are displayed in the legend. Add a title to the chart.

1. Which product was the highest contributor in 2018? (write the answer directly into the worksheet).

1. Management would to predict sales for next year using an increase estimate that they can change.

2. Change the tab called Quantity Sold to Q3 – Quantity Sold and move the tab to the third position.

2. Compute the 2019 estimates for each group using the following formula: [2018 quantity sold + (2018 quantity sold * the increase estimate)]. The increase estimate is shown in cell B7. Hint: When students create the formula they need to use an “absolute” reference for cell B7

2. Change the increase estimate to .10. The values should change automatically.

2. Format the title at the top so it stands out. Add distinct formatting to the column and row headings. Format the data in the cells to be whole numbers.

2. Create a chart showing the distribution of quantity sold in 2018 for each product category. Add a title to the chart.

1. Use the data in the sheet titled “Raw data” to calculate the profit for each product category and product sub category (ability to drill down).

3. Create a new worksheet titled – “Q4 – Profit by Category” and insert a new pivot table for the data in the sheet – “Raw Data”. Move the worksheet to the 4th position.

3. List the total profit for product categories and subcategories in this table

3. Format the numbers to reflect the “$” symbol before the figures and 2 decimal places.

3. Change the column headings to be meaningful.

3. Add a meaningful title to the worksheet at the top and center it across the pivot table.

3. Use conditional bars to highlight gains and losses.

3. Add another column to the pivot table display the profit or loss as a percent of the total.

3. Use conditional formatting to display the top 3 products that had the highest percentage.

1. Management would like to know when their busiest month for sales is.

4. Create a new worksheet titled – “Q5 -Sales by Month” and insert a new pivot table for the data in the sheet – “Raw Data”. Move the worksheet after Q4 worksheet.

4. List the months and order dates in the 1st column and the sales in the 2nd column.

4. Format the numbers to reflect the “$” symbol before the figures and 2 decimal places.

4. Change the column headings to be meaningful.

4. Use to conditional formatting to highlight the top month for sales in green, the bottom month for sales in red.

4. Next, add a filter at the top so that you can filter out product sub categories.

4. Add a meaningful title to the worksheet at the top and center it across the pivot table. (you may need to insert a row to get the title above the pivot table)

1. Management would like to know – what is the split in terms of profit, across the Product Categories, for each quarter. Use a Line Chart to show the numbers. Rank the Product categories in terms of profit.

5. Create a new worksheet titled – “Q6 – Qtr. Profit” and insert a new pivot table for the data in the sheet – “Raw data”. Move the worksheet after Q5 worksheet.

5. List all the Product Categories in the 1st column.

5. Split the Quarter across the categories [ Hint: Drag the Date field in the “Column Label” area] Use the following to group the date field into quarters: “Select any cell in the Date column in the Pivot Table (i.e “Jul”). In the Excel Ribbon, Go to “Pivot Table Analyze” –> “Group Field” –> select “quarters”

This may change what you did in question #5 from months to quarters – that’s OK, leave it as quarters in both.

5. Add the profit by category and quarter. Format the data in currency format.

5. Add meaningful column labels.

5. Add a meaningful title to the worksheet at the top and center it across the pivot table.

5. Select the Pivot Table and Click on Options> Pivot Chart

5. Insert a Column Chart of your choice.

1. One useful function of spreadsheet software is the ability to change input values and see the impact on outcome variables. For example, you can change sales projections and see the impact on net income. Excel’s Scenario Manager makes performing these sorts of sensitivity analyses much easier. Goal-Seek Analysis Scenario Manager helps examine how changes in input values impact outcome variables. To perform this analysis, go to the Data ribbon and select What-If Analysis, then Goal-Seek.

6. Change the title of worksheet “Revenue Analysis” to “Q7 – Revenue Analysis” and move it after Q6 worksheet.

6. Answer the following questions directly into the worksheet:

1. What do sales need to be in order to reach 100,000 in revenue?

1. What does the profit margin need to be to reach 100,000 in revenue?

Hint: write down the initial sales value ($713,932.37) You will need to re-enter this number after you complete part i and before you complete ii

9 points

1. Prepare your analysis for Management. Create a Table of Contents.

7. Create a new worksheet and move it to the beginning. This worksheet should list the contents of the workbook along with the purpose of the workbook, the current date and the name of the person who created the workbook. Be sure to have titles for each of these.

7. Make each list item a hyperlink to that particular workbook. For example, in the table of contents you will have an item titled “Q1 – Quarterly Sales”. Create a hyperlink to link to that particular workbook.

7. Move the Raw Data to the last position.

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Raw data

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Ord_id Order_Date Order_Priority Prod_id Product_Category Product_Sub_Category Cust_id Sales Discount Order_Quantity Profit Shipping_Cost Product_Base_Margin
Ord_1343 1/3/18 HIGH Prod_6 OFFICE SUPPLIES PAPER Cust_501 434.77 0.02 37 -155.21 11.25 0.36
Ord_1438 1/4/18 MEDIUM Prod_3 OFFICE SUPPLIES BINDERS AND BINDER ACCESSORIES Cust_540 2478.88 0.02 6 593.59 19.99 0.38 923.134912
Ord_131 1/4/18 LOW Prod_5 FURNITURE OFFICE FURNISHINGS Cust_78 1049.79 0.08 21 135.79 19.99 0.55
Ord_131 1/4/18 LOW Prod_1 OFFICE SUPPLIES STORAGE & ORGANIZATION Cust_78 817.18 0.1 16 103.38 5.08 0.59
Ord_1044 1/5/18 CRITICAL Prod_10 FURNITURE BOOKCASES Cust_391 3904.12 0.07 50 -1508.46 55.81 0.6
Ord_1044 1/5/18 CRITICAL Prod_5 FURNITURE OFFICE FURNISHINGS Cust_391 343.64 0.06 41 13.29 3.44 0.49
Ord_1045 1/5/18 LOW Prod_7 OFFICE SUPPLIES RUBBER BANDS Cust_391 256.64 0.03 42 -28.29 3.37 0.54
Ord_1339 1/5/18 HIGH Prod_3 OFFICE SUPPLIES BINDERS AND BINDER ACCESSORIES Cust_499 156.47 0.01 20 -39.23 6.05 0.39
Ord_1015 1/6/18 CRITICAL Prod_9 OFFICE SUPPLIES ENVELOPES Cust_370 124.06 0.09 17 15.74 2.5 0.38
Ord_1272 1/6/18 LOW Prod_15 FURNITURE CHAIRS & CHAIRMATS Cust_464 6739.92 0.01 35 957.29 30 0.69
Ord_1340 1/7/18 CRITICAL Prod_8 TECHNOLOGY COMPUTER PERIPHERALS Cust_511 1559.5 0.01 38 515.83 1.99 0.54
Ord_1083 1/11/18 LOW Prod_13 OFFICE SUPPLIES PENS & ART SUPPLIES Cust_418 192.33 0.01 44 48.54 1.2 0.44
Ord_1212 1/12/18 NOT SPECIFIED Prod_3 OFFICE SUPPLIES BINDERS AND BINDER ACCESSORIES Cust_458 464.59 0.07 17 168.22 1.49 0.38
Ord_1212 1/12/18 NOT SPECIFIED Prod_6 OFFICE SUPPLIES PAPER Cust_458 316.68 0.06 47 -161 7.49 0.37
Ord_1338 1/12/18 LOW Prod_16 OFFICE SUPPLIES SCISSORS, RULERS AND TRIMMERS Cust_490 194.29 0.09 29 -177.17 8.37 0.58
Ord_1338 1/12/18 LOW Prod_1 OFFICE SUPPLIES STORAGE & ORGANIZATION Cust_490 1621.1 0.07 33 -971.36 35 0.83
Ord_1005 1/18/18 HIGH Prod_13 OFFICE SUPPLIES PENS & ART SUPPLIES Cust_377 35.48 0.09 14 -9.19 1.3 0.59
Ord_1005 1/18/18 HIGH Prod_16 OFFICE SUPPLIES SCISSORS, RULERS AND TRIMMERS Cust_377 15 0.05 1 -11.02 8.37 0.58
Ord_1020 1/22/18 HIGH Prod_8 TECHNOLOGY COMPUTER PERIPHERALS Cust_1143 4584.73 0.07 27 812.38 19.99 0.48
Ord_1020 1/22/18 HIGH Prod_4 TECHNOLOGY TELEPHONES AND COMMUNICATION Cust_1143 2570.944 0.03 25 553.36 5.92 0.58
Ord_1020 1/22/18 HIGH Prod_5 FURNITURE OFFICE FURNISHINGS Cust_1143 4039.72 0.02 44 -237.6 39.61 0.67
Ord_1020 1/22/18 HIGH Prod_3 OFFICE SUPPLIES BINDERS AND BINDER ACCESSORIES Cust_386 562.8 0.02 36 -17.45 9.73 0.36
Ord_1002 1/26/18 LOW Prod_15 FURNITURE CHAIRS & CHAIRMATS Cust_375 1756.46 0.01 15 -101.19 30 0.69
Ord_1278 2/1/18 LOW Prod_5 FURNITURE OFFICE FURNISHINGS Cust_467 70.25 0.1 34 -133.06 5.33 0.43
Ord_1274 2/2/18 LOW Prod_7 OFFICE SUPPLIES RUBBER BANDS Cust_471 5.7 0.1 1 -2.34 2 0.53
Ord_1567 2/2/18 MEDIUM Prod_7 OFFICE SUPPLIES RUBBER BANDS Cust_540 66.41 0.04 36 0.37 0.79 0.5
Ord_1113 2/3/18 CRITICAL Prod_4 TECHNOLOGY TELEPHONES AND COMMUNICATION Cust_411 1375.3765 0.03 45 592.22 3.3 0.39
Ord_1121 2/3/18 HIGH Prod_3 OFFICE SUPPLIES BINDERS AND BINDER ACCESSORIES Cust_428 11041.42 0.07 30 4456.25 19.99 0.38
Ord_1143 2/3/18 MEDIUM Prod_5 FURNITURE OFFICE FURNISHINGS Cust_438 303.59 0.1 32 -45.99 6.22 0.55
Ord_1143 2/3/18 MEDIUM Prod_6 OFFICE SUPPLIES PAPER Cust_438 191.6 0.04 36 -150.74 7.44 0.36
Ord_1481 2/3/18 HIGH Prod_6 OFFICE SUPPLIES PAPER Cust_515 393.31 0.04 20 84.3 5.86 0.38
Ord_1289 2/4/18 NOT SPECIFIED Prod_3 OFFICE SUPPLIES BINDERS AND BINDER ACCESSORIES Cust_454 513.74 0.02 32 -28.68 10.13 0.38
Ord_1289 2/4/18 NOT SPECIFIED Prod_5 FURNITURE OFFICE FURNISHINGS Cust_454 36.8 0 4 14.19 5.21 0.56
Ord_1486 2/4/18 MEDIUM Prod_16 OFFICE SUPPLIES SCISSORS, RULERS AND TRIMMERS Cust_513 487.5 0.05 46 -25.88 4.68 0.59
Ord_1486 2/4/18 MEDIUM Prod_2 OFFICE SUPPLIES APPLIANCES Cust_513 97.93 0.07 14 -616.81 49 0.59
Ord_1486 2/4/18 MEDIUM Prod_3 OFFICE SUPPLIES BINDERS AND BINDER ACCESSORIES Cust_513 25.52 0.07 4 -1.99 1.49 0.39