New Perspectives Excel 365 | Module 10: SAM Project B OPR Photography

GETTING STARTED

1. Save the file NP_EX365_10B_FirstLastName_1.xlsx as NP_EX365_10B_FirstLastName_2.xlsx

a. Edit the file name by changing “1” to “2”.

b. If you do not see the .xlsx file extension, do not type it. The file extension will be added for you automatically.

2. To complete this Project, you will also need the following files:

Support_EX365_10B_History.csv

Support_EX365_10B_Orders.accdb

3. With the file NP_EX365_10B_FirstLastName_2.xlsx open, ensure that your first and last name is displayed in cell B6 of the Documentation worksheet.

a. If cell B6 does not display your name, delete the file and download a new copy.

4. To complete this project, you need to add the Power Pivot tab to the ribbon as follows:

a. From the File tab, click the Options button. In the Data Options section of the Data tab, click the checkbox next to Enable Data Analysis add-ins: Power Pivot, Power View and 3D Map, and click OK.

PROJECT STEPS

1. Lerissa Marsh is the C.E.O. of OPR Photography. Based in Seattle, Washington, the company owns five franchises that sell photographic equipment. Lerissa asks for your help in producing a sales report. She wants to analyze sales for the past year and project future sales for all the franchises. To create the report, you need to import data from various sources and use the Excel Power tools. Go to the Sales History worksheet, where Lerissa wants you to display a summary of the company's annual sales since the first franchise opened in 2010. She has a text file that already contains this data. Use Power Query to create a query and load data from a CSV file into a new table as follows:

a. Create a new query that imports data from the Support_EX365_10B_History.csv text file.

b. Transform the data to remove the Units Sold and Milestones columns.

c. Close and load the query data to a table in cell B3 of the existing worksheet.

2. Go to the Monthly Sales worksheet, which lists the sales per month for the previous year in a table and compares the sales in a chart. Lerissa imported this data from the Orders table in an Access database. She wants you to provide a way to track the changes in monthly sales and project the first six months of next year's monthly sales. Create a forecast sheet as follows to provide the data Lerissa requests:

a. Based on the data in the range B3:C15, create a forecast sheet.

b. Use 6/1/2030 as the Forecast End date to forecast the next six months.

c. Use Six Month Forecast as the name of the new sheet.

d. Resize and move the forecast chart so that the upper-left corner is within cell C2 and the lower-right corner is within cell E13.

3. Go to the Franchise Analysis worksheet. Lerissa asks you to display information about the types of photographic equipment purchased from each franchise. She has been tracking this data in an Access database. Import the data from the Access database as follows:

a. Create a new query that imports data from the Support_EX365_10B_Orders.accdb database.

b. Select the 2029_Orders, Equipment, and Sales tables for the import.

c. Only create a connection to the data and add the data to the Data Model. On the Franchise Analysis worksheet, Lerissa wants to show the categories of products sold in each of the company's five franchises during 2029.

d. In cell B3 of the Franchise Analysis worksheet, use Power Pivot to insert a PivotTable based on the data in the 2029_Orders table.

4. Edit the PivotTable as follows to provide this information for Lerissa:

a. Use the following fields from the 2029_Orders table in the PivotTable: · Category field for the row headings · FranchiseState field for the column headings · ItemQty field for the values

b. Use Equipment Sold as the custom name of the Sum of ItemQty field.

c. In cell B4, use Equipment Types to replace "Row Labels", and then resize column B to its best fit.

d. In cell C3, use Franchises to replace "Column Labels".

5. Lerissa occasionally likes to focus on the number of photographic equipment items sold in the five franchises per month. Add a Timeline Slicer as follows to the Franchise Analysis worksheet:

a. Insert a Timeline Slicer that uses the OrderDate field from the 2029_Orders table.

b. Move and resize the Timeline Slicer so it covers the range B14:H23.

c. Scroll the Timeline Slicer to display periods beginning in January and ending in October.

6. Lerissa asks you to provide a way that she can examine the percentage each type of equipment contributed to total sales in each store. Create a PivotChart as follows:

a. Based on the PivotTable on the Franchise Analysis worksheet, create a 100% Stacked Column PivotChart.

b. Move and resize the PivotChart so that its upper-left corner is in cell I3 and its lower-right corner is in cell O20.

7. Lerissa asks you to display the sales by state data in a Map chart. Copy the data in the non-adjacent range C4:G4 and C12:G12, and paste it beginning in cell B25. Create a Filled Map chart based on the range B25:F26. Move and resize the chart so the upper-left corner is within cell I22 and lower-right corner is within cell O40. Remove the chart title.

8. Go to the Equipment Analysis worksheet. Lerissa wants you to compare products sold by category and manufacturer. This data is stored in the Sales and Equipment tables. Create a PivotTable as follows that provides the product comparison Lerissa requests:

a. In cell B3, use Power Pivot to insert a PivotTable in the Equipment Analysis worksheet.

b. Use the following fields in the PivotTable: · Manufacturer field from the Equipment table for the row headings · Category field from the Equipment table for the column headings · ItemQuantity field from the Sales table for the values

9. To relate the data in the Equipment and Sales tables to make a proper comparison, use the Power Pivot window to create a relationship between the Sales and Equipment tables based on the ItemID field.

10. Lerissa asks you for another way to visualize the equipment sold by manufacturer. Create a PivotChart as follows:

a. Based on the PivotTable on the Equipment Analysis worksheet, create a Stacked Bar PivotChart.

b. Move and resize the PivotChart so that its upper-left corner is within cell B16 and its lower-right corner is within cell J40.

c. Hide all the field buttons in the PivotChart.

11. Lerissa also wants to be able to focus on a single equipment category at a time. Add a slicer to the PivotChart as follows:

a. Add a slicer based on the Category field from the Equipment table.

b. Move the slicer so that it covers the range L3:N16.

c. Use the slicer to filter the PivotTable and PivotChart to show only products in the Digital Cameras, Lenses, and Accessories categories.

12. Fill the range G3:J13 with White, Background 1 to match the rest of the worksheet background.

Your workbook should look like the Final Figures on the following pages. Save your changes, close the workbook, and then exit Excel. Follow the directions on the website to submit your completed project.

Final Figure 1: Sales History Worksheet

Final Figure 2: Six Month Forecast Worksheet

Final Figure 3: Monthly Sales Worksheet

Final Figure 4: Franchise Analysis Worksheet

Final Figure 5: Equipment Analysis Worksheet