Expert answer:Excel assignment!
Solved by verified expert:I attached 2 files below. The Excel file is where to do the work. Word file contains questions. Please use my file to do the work.
duong_exploring_e07_grader_a1_sales__1_.xlsx
ex16xlch07gradercapas___sales_data_13_instructions__1_.docx
Unformatted Attachment Preview
Report Date
2/1/2018
Look up
Sales rep name
Quarter
Amount sold
Erica
Q3
2018 Sales Total By Quarter
Sales Rep
Ron
Nick
Sally
Susan
Bob
Mark
Swathi
Mike
Rick
Jill
Rich
Daryl
Erica
Hire Date
Years Worked
3/1/2016
5/12/2014
3/14/2017
7/20/2017
10/6/2010
11/3/2009
8/4/2010
6/9/2009
4/16/2012
1/7/2009
3/25/2014
8/15/2011
3/15/2013
$
$
$
$
$
$
$
$
$
$
$
$
$
Q1
29,911
32,752
36,991
50,087
52,923
59,678
66,385
66,936
74,507
76,889
90,515
97,426
98,094
$
$
$
$
$
$
$
$
$
$
$
$
$
Q2
92,249
30,222
54,102
25,179
62,673
70,934
74,270
72,838
94,178
49,266
29,238
43,061
47,398
$
$
$
$
$
$
$
$
$
$
$
$
$
Q3
46,475
43,997
63,914
64,912
63,635
78,410
36,165
60,479
41,391
64,225
30,973
26,122
80,755
$
$
$
$
$
$
$
$
$
$
$
$
$
Q4
33,947
93,277
42,642
68,875
57,410
32,994
76,548
63,324
27,235
55,410
32,145
83,391
40,446
Bonus Info
Threshold
Domestic
International
$
200,000
3%
5%
rter
$
$
$
$
$
$
$
$
$
$
$
$
$
Total
202,582
200,248
197,649
209,053
236,641
242,016
253,368
263,577
237,311
245,790
182,871
250,000
266,693
Location
International
International
Domestic
Domestic
Domestic
Domestic
Domestic
Domestic
Domestic
Domestic
Domestic
Domestic
International
Bonus
Criteria Range
Sales Rep
Q1
Q2
Q3
Q4
Total
Location
Q1
29,911
32,752
36,991
50,087
52,923
59,678
66,385
66,936
74,507
76,889
90,515
97,426
98,094
Q2
92,249
30,222
54,102
25,179
62,673
70,934
74,270
72,838
94,178
49,266
29,238
43,061
47,398
Q3
46,475
43,997
63,914
64,912
63,635
78,410
36,165
60,479
41,391
64,225
30,973
26,122
80,755
Q4
33,947
93,277
42,642
68,875
57,410
32,994
76,548
63,324
27,235
55,410
32,145
83,391
40,446
Total
202,582
200,248
197,649
209,053
236,641
242,016
253,368
263,577
237,311
245,790
182,871
250,000
266,693
Location
International
International
Domestic
Domestic
Domestic
Domestic
Domestic
Domestic
Domestic
Domestic
Domestic
Domestic
International
Total
Location
Database
Sales Rep
Ron
Nick
Sally
Susan
Bob
Mark
Swathi
Mike
Rick
Jill
Rich
Daryl
Erica
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
Output Range
Sales Rep
Q1
Q2
Q3
Q4
Summary
Number of Reps Meeting Criteria
Highest Annual Sales for Criteria
Average Annual Sales for Criteria
Input Area
Facility Costs
Down Payment
# of Pmts per Year
Years
APR
1st Payment Date
Payment #
1
2
3
4
5
$
$
Summary Calculations
Loan Amount
No. Periods
Monthly Rate
Monthly Payment
Total Interest Paid
720,000
250,000
12
30
5.25%
4/9/2018
Payment Date
Beginning
Balance
Interest Paid
360
0.44%
Principal
Payment
Ending
Balance
Office 2016 – myitlab:grader – Instructions
Excel Project
EX16_XL_CH07_GRADER_CAP_AS – Sales Data 1.3
Project Description:
Your assistant created a spreadsheet that lists names, hire dates, quarterly sales, and total sales for 2018. You
will calculate the number of years each representative has worked and each representative’s bonus. In addition,
you will create a nested lookup function to look up a person’s name and particular quarter to identify the sales for
that person. Next, you will perform advanced database filtering and use summary database functions. Finally, you
will complete an amortization table to build a small addition to your office complex.
Instructions:
For the purpose of grading the project you are required to perform the following tasks:
Step
1
2
Points
Possible
Instructions
Download and open the file named exploring_e07_grader_a1_Sales.xlsx, and then save the
file as exploring_e07_grader_a1_Sales_LastFirst, replacing LastFirst with your name.
On the Sales worksheet, enter a date function in cell C8 to calculate the number of years the
first representative has worked for your company. Copy the function to the range C9:C20.
0.000
7.000
3
On the Sales worksheet, enter a nested function in cell J8 of the Bonus column to display the
bonus amount. If the employee sold $200,000 or more (cell J2) AND is International (cell I4),
he or she earns a 5% (cell J4) bonus on his or her total annual sales; otherwise, the
representative earns 3% (cell J3) of his or her total annual sales. Use relative and mixed (or
absolute) references correctly in the nested function. Copy the function from J8 to the range
J9:J20.
7.000
4
Enter a nested lookup function in cell E4 that uses the cells E2 and E3 to return a specific
sales record. For example, using the current data, you want the function to return the third
quarter sales for Erica.
7.000
5
Click the Database worksheet tab and enter conditions in the Criteria Range for Domestic
sales reps that made 240000 or more in sales.
4.000
6
Perform an advanced filter based on the criteria range. Set the filter to copy the new data to
the range A22:G22.
8.000
7
In cell J7, enter a database function to calculate the number of reps meeting the criteria. Use
the output range A22:G35 for the database argument in the function.
7.000
8
In cell J8, enter a database function to calculate the highest total sales for records meeting
the criteria. Use the output range A22:G35 for the database argument in the function.
7.000
9
In cell J9, enter a database function to calculate the average sales for records meeting the
criteria. Use the output range A22:G35 for the database argument in the function.
Updated: 09/11/2017
1
7.000
Current_Instruction.docx
Office 2016 – myitlab:grader – Instructions
Step
Excel Project
Points
Possible
Instructions
10
Click the Addition worksheet tab, and then insert a formula in cell E2 to calculate the loan
amount based on the loan parameters.
4.000
11
In cell E5, enter a function to calculate the monthly payment. Modify the function to ensure
that the result is a positive number.
5.000
12
In cell E6, enter a function to calculate the total interest paid after five payments. Modify the
function to ensure that the result is a positive number. The formula will result in an error until
the loan amortization table is completed.
7.000
13
In cell B11, create a relative reference to cell B7 and in cell C11, create a relative reference to
cell E2. In cell C12, enter a relative reference to cell F11 and copy the formula to the range
C13:C15.
4.000
14
In cell B12, insert a nested DATE function to enter the payment date for the next month.
Copy the function to the range B13:B15.
7.000
15
In cell D11, enter the financial function to calculate the interest paid for the first payment
period. The result should be a positive value.
7.000
16
In cell E11, enter the financial function to calculate the principal payment for the first payment
period. The result should be a positive value.
7.000
17
In cell F11, subtract the principal payment in cell E11 from the beginning balance in cell C11.
Copy the functions and formulas from the range D11:F11 to the range D12:F15.
5.000
18
Save the file making sure the worksheets are in the following order: Sales, Database, and
Addition. Close Excel. Submit the file as directed.
0.000
Total Points
Updated: 09/11/2017
2
100.000
Current_Instruction.docx
…
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