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

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.

,

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