Exp22_Excel_Ch11_HOE_Halloween
Project Description:
Halloween Center is a supercenter corporation that opens stores around the country in September and October. The stores sell high-quality costumes and accessories. In addition, each location has a haunted house that generates revenue through admissions fees. You are the regional manager over Utah, Colorado, New Mexico, and Arizona, where stores are located in 10 major cities. You created a workbook with three worksheets. The first two worksheets contain lists of store and state managers. Your first task will be to manipulate the text to make the lists easier to read. The third worksheet contains a list of gross sales by store at the end of each week. You will use advanced filtering and database functions to analyze the sales. The fourth worksheet contains a similar dataset. You will use array functions to create a unique list of locations, a list of record numbers, sorted and filtered data, and a sequence of the top values. Finally, the last worksheet contains a consolidated list of the weekly sales in an easy-to-read format. You will use lookup functions to search for and find data within the dataset
Start Excel. Download and open the file named Exp22_Excel_Ch11_HOE_Halloween.xlsx. Grader has automatically added your last name to the beginning of the filename.
The first column contains first and last names of the store managers. To facilitate future sorting by last name, you want to display last names and then first names in the second column.
In cell B2 in the Store Managers worksheet, type Lundgren, Gusten. Use Flash Fill to complete the pattern down column B.
The worksheet contains the complete addresses in the third column. You will separate the street addresses, cities, states, and postal codes into individual columns.
Select the range C2:C11 and convert the text to columns. Use the comma check box as the delimiter and deselect other delimiters. Change width of column C to 25 and the width of column D to 13.
Now you want to separate the state abbreviations and zip codes.
Select the range E2:E11 and convert the text to columns. Deselect the comma delimiter and select the space delimiter. Do not import the first column. In cell F1, apply Align Right horizontal alignment.
The State Managers worksheet contains a list of managers. You will combine the names using the TEXTJOIN function.
Display the State Managers worksheet. In cell D2, insert the TEXTJOIN function to combine the names in the range A2:C2 using a space as a delimiter and ignore empty cells. Copy the function to the range D3:D5.
To improve the readability of the names, you will convert the text to upper- and lowercase.
In cell E2, insert the PROPER function for the text contained in cell D2. Copy the function to the range E3:E5.
You want to extract the area code from the phone number.
In cell H2, insert the LEFT function to extract the first three characters from the phone number in cell G2. Copy the function to the range H3:H5.
You will use the Database worksheet for the next several steps. You will set up criteria and output ranges, enter the criteria, and then apply the filter.
Display the Database worksheet. Copy the range A2:E2 and Use the Keep Source Column Widths paste option to paste the headings in cell G2. Paste another copy of the headings starting in cell G9. In cell I3, type UT, In cell J3, type 11/2/2024. In cell C2, display the Advanced Filter dialog box. Apply the settings to copy the records to another location, using the dataset in range A2:E52. Select the range G2:K3 as the the criteria range and select the range G9:K9 as the copy-to range.
You want to calculate total sales for the Utah stores for the week ending 11/2/2024.
In cell N2, insert the DSUM function for the range A2:E52. Type Gross Sales for the field and use the range G2:K3 as the criteria.
Next, you want to calculate the average sales for the Utah stores for the week ending 11/2/2024.
In cell N3, insert the DAVERAGE function using the same arguments that you used for the DSUM function in Step 9.
The next function will identify the highest gross sales for the Utah stores for the week ending 11/2/2024.
In cell N4, insert the DMAX function using the same arguments that you used for the DSUM function in Step 9.
Next, you will identify the lowest gross sales for the Utah stores for the week ending 11/2/2024.
In cell N5, insert the DMIN function using the same arguments that you used for the DSUM function in Step 9.
You want to count the records to ensure all three stores are being included in the summary.
In cell N6, insert the DCOUNT function using the same arguments that you used for the DSUM function in Step 9.
Finally, you want to display the gross sales for Salt Lake City for the week ending 10/5/2024.
In cell O9, insert the DGET function for the database. Type Gross Sales for the field and use the range M8:M9 as the criteria. In cell N9, type 10/5/2024.
For the next several tasks, you will use the Arrays worksheet. You want to create a list of all store locations so that you can familiarize yourself with the local demographics and analyze sales data.
Display the Arrays worksheet. In cell H3, insert the UNIQUE function for the array located in the range C3:D53. In cell H16, insert the UNIQUE function using the range C3:D53 as the array and ensure the results reflect only locations that occur exactly once.
Your next step is to add a record number for each row.
In cell A3, insert the ROW function using the range A3:A53 as the reference. The result should subtract the result of another ROW function that references A$2.
Now you want to identify the number of rows in the dataset.
In cell F1, insert the ROWS function using the range F3:F53 as the reference.
You want to create an array of the dataset sorted by city within their respective states.
In cell K3, insert the SORT function to sort the range B3:F53 by the second column. Edit the function by nesting this SORT function as the array within another SORT function. For the outer SORT function, sort by the third column.
You will use the results from the SORT function to create an array that is filtered to display data for only UT and CO.
In cell Q3, type CO. In cell R3, type UT. In cell Q7, insert the FILTER function using the range K3:O53. Include the range M3:M53 when it equals the state abbreviation in cell Q3 or in cell R3. In cell Q3, type TX. In cell R3 type NY. Edit the FILTER function in cell Q7 by displaying the text Invalid Criteria in the criteria are not met. In cell Q3, type CO. In cell R3, type UT.
The next task is to display an array of the top three sales values within the filtered array.
In cell U2, insert the LARGE function for the range U7:U60 and nest a SEQUENCE function as the K argument to return three values.
The results of the LARGE function should be formatted.
Apply Accounting Number Format with zero decimal places to the range U2:U4.
For the rest of the tasks, you will use the Lookup worksheet. Your first task is to identify the positions for cells containing a specific store number and a specific date.
Display the Lookup worksheet. In cell D2, insert the XMATCH function to look up the store number in cell B2, compare it to the range A7:A16. In cell D3, insert the XMATCH function to lookup the date in cell B3, compare it to the range C6:G6. In cell B2, type 215. In cell B3, type 10/26/2024.
You will nest an XMATCH function within an INDEX function to retrieve the sales for the week based on the position of the store number and date.
In cell G2, insert the INDEX function for the range C7:G16. Nest an XMATCH function that looks up the store number in cell B2, compares it to the range A7:A16 to identify the position of the store number. Nest an XMATCH function that lookups up the date in cell B3, compares it to the range C6:G6 to return the position of the date.
Next, you will use the ADDRESS function to identify the cell address for the sales returned by the INDEX function you previously inserted.
In cell G3, insert the ADDRESS function. Add the result of D3 to the result of a ROW function for cell A6 to return the row. Add the result of D3 to the result of the COLUMN function for cell B6 to return the column. Enter the appropriate code in the Abs argument to display a relative cell address.
You are ready to assign range names to the city data so that you can then use the range names in a function.
Select the range B7:G16 and create range names from the selection. Use the left column to create the range names. In cell I7, paste a list of the range names.
Mac users: Use the Insert menu, select Name, and then select the submenu options to paste a list of range names.
You are ready to use the range names in an INDIRECT function to retrieve data.
In cell G4, insert a SUM function with a nested INDIRECT function. Within the nested INDIRECT function that refers to cell B4. In cell B2, type 440. In cell B10, type Las_Cruces. In cell B15, type Salt_Lake_City.
Your final task is to document the formulas.
In cell J2, insert the FORMULATEXT function for cell D2. Copy the function to cell J3. In cell J4, insert the FORMULATEXT function for cell G2. Copy the function to the range J5:J6.
Save and close Exp22_Excel_Ch11_ HOE_Halloween.xlsx. Exit Excel. Submit the file as directed.
