SIMnet 2013: Excel 2013

Capstone Project Level 3

Excel 2013 Capstone Project EX-3

Working with Sales Data
In this project, you will work with sales data from Topt Corn, a popcorn company with an online store, multiple food
trucks, and one store in a local shopping mall. You will begin by entering sales data for the four food truck locations,
formatting the data, and calculating totals. You will create a pie chart to represent the total units sold by location and
a column chart to represent sales by popcorn type. You will format the charts, and then set up the worksheet for
printing. Next, you help Topt Corn calculate payments for a loan and decide whether or not the purchase is a good
idea. Working with the daily sales data for the brick-and-mortar store copied from another workbook, you will apply
conditional formatting to find the top 10 sales dates. You will also calculate the sales for each date, and the average,
minimum, and maximum sales. You will use Goal Seek to find the appropriate price to reach a higher daily average
sales goal. Finally, you will work with their online sales data to format it as an Excel table and apply sorting and
filtering. You will create a PivotTable and a PivotChart from a copy of the online sales data to summarize the sales.
Skills needed to complete this project:

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Insert a worksheet
Name a worksheet
Move a worksheet
Enter text
Enter numbers
Edit text
Autofit a column
Apply a cell style
Add cell shading
Change font color
Merge and center text across cells
Apply bold formatting
Apply number formatting
Enter a SUM function
Copy formula using AutoFill
Insert a pie chart
Change the chart title
Hide the chart legend
Show chart data labels
Move a chart
Insert a column chart
Switch the row/column in a column chart
Apply a chart Quick Style
Preview how a worksheet will look when printed
Change worksheet orientation
Change the print margins
Scale a worksheet for printing
Change the color of a worksheet tab

Apply a column width

Calculate a loan payment with PMT
Enter a simple formula using multiplication
Enter a simple formula using subtraction
Add cell borders
Create a formula referencing cells in another
worksheet
Enter an AVERAGE function
Use the IF function
Open a workbook
Copy a worksheet to another workbook
Close a workbook
Apply date formats
Apply Top Ten conditional formatting
Use an absolute reference in a formula
Name a range of cells
Use a named range in a formula
Use the MIN function in a formula
Use the MAX function in a formula
Wrap text
Analyze data with Goal Seek
Convert data into a table
Apply a table Quick Style
Use the table Total row
Sort data in a table
Filter data in a table
Create a PivotTable
Create a PivotChart

Last Modified: 2/29/2016

SIMnet 2013: Excel 2013

Step 1
Download
start file

Capstone Project Level 3

Note: Download the resource file needed for this project from the Resources link. Make sure to
extract the file after downloading the resources zipped folder. Visit the SIMnet Instant Help for
step-by-step instructions.
1. Open the start file EX2013-Capstone-Level3.
Note: If the workbook opens in Protected View, click the Enable Editing button in the Message Bar
at the top of the worksheet so you can modify it.
2. The file will be renamed automatically to include your name. Change the project file name if
directed to do so by your instructor, and save it.
3. Insert a new worksheet and rename it: Trucks
4. If necessary, move the Trucks worksheet so it appears first in the workbook.
5. Enter the text and sales data as shown in Figure 1.

Figure 1
6. Format the data as follows:
a. AutoFit columns A:E.
b. Apply the Title cell style to cell A1.
c. Apply the Blue, Accent 5 fill color to cell A1.
d. Apply the White, Background 1 font color to cell A1.
e. Merge and center the worksheet title across cells A1:E1.
f. Apply the Heading 1 cell style to cell B2.
g. Merge and center cells B2:E2.
h. Bold cells B3:E3.
i. Apply the Accounting Number Format with 0 digits after the decimal to cells B4:E6.
7. Calculate total sales for each of the truck locations.
a. Enter the word Total in cell A7.
b. Enter a SUM function in cell B7 to calculate the total of cells B4:B6.
c. Use AutoFill to copy the formula to cells C7:E7.
d. Apply the Total cell style to cells A7:E7.
8. Insert a pie chart (2-D Pie) to show the total sales for the month by location. Each piece of the pie
should represent the total sales for a single location.
Note: You must complete steps 8 correctly in order to receive points for completing the next step.
Check your work carefully.
9. Modify the pie chart as follows:
a. Change the chart title to: July Sales by Location
b. Hide the chart legend.
c. Display the chart data labels. Hint: Callouts look best with this chart.
d. Move the chart so it appears below the sales data.
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SIMnet 2013: Excel 2013

Capstone Project Level 3

10. Insert a clustered column chart (2-D Column) to show the sales for each type of popcorn for each
location. Do not include the totals. Each location should be represented by a data series and the
popcorn types should be listed along the x axis. Hint: You may need to switch the row/column after
inserting the chart.
Note: You must complete steps 10 correctly in order to receive points for completing the next step.
Check your work carefully.
11. Modify the column chart as follows:
a. Change the chart title to: July Sales by Popcorn Type
b. Apply the Style 7 chart Quick Style.
c. If necessary, move the chart so it is next to the pie chart and the top of the charts are aligned.
12. Preview how the worksheet will look when printed, and then apply print settings to print the
worksheet on a single page. Hint: If you have one of the charts selected, deselect it before previewing
the worksheet. Preview the worksheet again when you are finished to check your work.
a. Change the orientation so the page is wider than it is tall.
b. Change the margins to the preset narrow option.
c. Change the printing scale so all columns will print on a single page.
13. Topt Corn is considering a new truck purchase. Calculate the monthly loan payments and total cost
of the loan.
a. Insert a new worksheet between the Trucks sheet and the OnlineSales sheets.
b. Name the new worksheet: NewTruck
c. Change the color of the worksheet tab to Green, Accent 6.
d. Enter the loan terms as shown in Figure 2.

Figure 2
e.
f.
g.
h.

AutoFit column A.
Set the width of column B to 14.
Apply the Currency number format to cell B1. Display two digits after the decimal.
Enter a formula using the PMT function in cell B5. Be sure to use a negative value for the
Pv argument.
i. In cell A6, type: Total payments
j. In cell B6, enter a formula to calculate the total paid over the life of the loan (the monthly
payment amount * the number of payments). Use cell references.
k. In cell A7, type: Interest paid
l. In cell B7, enter a formula to calculate the total interest paid over the life of the loan (the total
payments - the original price of the truck). Use cell references.
m. Apply a thick box border around cells A5:B7. Use the preset border option.
Note: This option is called Thick Outside Borders in Excel 2016.
n. In cell A9, type: Average sales
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SIMnet 2013: Excel 2013

Capstone Project Level 3

o. In cell B9, enter a formula to calculate the average sales per month for the truck locations. Hint:
Use cells B7:E7 from the Trucks worksheet as the function argument.
p. Apply the Currency number format to cell B9. Display two digits after the decimal.
q. In cell A10, type: Buy new truck?
r. In cell B10, enter a formula using the IF function to display Buy it! if the monthly payment
for the truck loan is less than the average sales per month for the current trucks. Display Pass
if it is not.
Download
Resources

14. Copy the TysonsStore worksheet from the StoreSales workbook (downloaded from the Resources
link) to the capstone project.
a. Open the Excel file StoreSales.
b. Copy the worksheet TysonsStore worksheet. In the Move or Copy dialog, be sure to check the
Create a copy check box and select your capstone project Excel file from the Move selected
sheets to book drop-down list. Make the correct selection to ensure the copied worksheet will
appear before the OnlineSales worksheet in your capstone workbook.
c. Close the StoreSales workbook when you have successfully copied the TysonsStore worksheet to
the capstone workbook.
d. Before continuing, verify that you are working in the capstone project that you downloaded and
not the StoreSales workbook that you downloaded from the Resources link.
15. Complete the following steps in the TysonsStore worksheet that was copied into the capstone
project:
a. Select cells A2:A32, and apply the Short Date date format.
b. Find the top ten sales items for the month. Select cells B2:D32 and use conditional formatting to
apply a green fill with dark green text to the top 10 values.
c. In cell F2, enter a formula to calculate the daily total in dollars. Multiply the value in the Daily
Total (# Sold) column by the current price per box in cell J1. Use an absolute reference where
appropriate and copy the formula to cells F3:F32.
d. In cell G2, enter a formula using the IF function to determine whether the daily sales goal in cell
J2 was met. Display yes if the daily sales were greater than or equal to the daily sales goal.
Display no if they were not. Use an absolute reference where appropriate and copy the formula
to cells G3:G32.
e. Create a named range DailySales for cells F2:F32.
f. In cell J3, enter a formula using the named range DailySales to calculate the average daily
sales in dollars.
g. In cell J4, enter a formula using the named range DailySales to find the lowest daily sales
in dollars.
h. In cell J5, enter a formula using the named range DailySales to find the highest daily sales
in dollars.
i. Wrap the text in cell I7. Hint: This is the cell at the intersection of column I (eye) and row 7.
Not cell 17 (which doesnt exist).
j. Find the price per box needed to reach the new daily sales goal of $1,750. Use Goal Seek to set
cell J3 (the current daily average sales) to the new value by changing cell J1 (the current price).
Do not allow Goal Seek to change the values in cells J1 and J3 as you don't want to
change the current price. Instead, note the new price, and enter it in cell J8.
16. Make a copy of the OnlineSales worksheet and name it PivotData. The PivotData worksheet
should be the last worksheet in the workbook.

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SIMnet 2013: Excel 2013

Capstone Project Level 3

17. Go to the OnlineSales worksheet and format the sales data as a table using the table style
Table Style Light 14.
18. Display the table Total row.
a. Display the total for the Quantity column.
b. Remove the count from the State column.
19. Sort the data alphabetically by values in the Item column.
20. Filter the table to show only rows where the value in the State column is MD.
21. Create a PivotTable using the data in cells A3:D120 from the data in the PivotData worksheet. The
PivotTable should appear on its own worksheet. Use values from the Item column as the rows and
the sum of values in the Quantity column as the values.
22. Name the PivotTable worksheet: PivotTable It should be located to the left of the PivotData
worksheet.
23. Insert a PivotChart on the PivotTable worksheet. Use a pie chart to represent the total quantity
for each item.
Step 2
Upload &
Save

Step 3
Grade my
Project

5|Page

24. Save and close the workbook.

25. Upload and save your project file.
26. Submit project for grading.

Last Modified: 2/29/2016