EXCEL APPLICATION CAPSTONE EXERCISE

Lookup Tables

You work for a travel company that specializes in arranging travel accommodations for student toursand vacations in exciting destinations such as Canada, Rome, and the Czech Republic. You created aworkbook to store agent names, student IDs, and tour codes. The workbook also contains a worksheetto store lookup tables. You need to complete the workbook for your manager's approval. You will insertformulas and a variety of functions, convert data to a table, sort and filter the table, and prepare a chart.

The Lookup Tables worksheet contains two lookup tables: one to look up the base price to find thecommission rate and the other table to look up the tour package code to find the tour description,departure date, and base cost. You need to assign a range name to each lookup table.

a. Start Excel. Open eOOaltrips, and then save the workbook as eOOaltrips_LastnameFirstname.Make sure the Lookup Tables sheet is active.

b. Assign the range name rates to the base price and commission range.

c. Assign the range name tours to the data for the package, tour description, departure, and base cost.

Insert Functions and Formulas

Format Data

You need to insert lookup functions that look up the tour code, compare it to the lookup table, andthen return the trip description, departure date, and base cost of the trip. Then you need to insert aformula to calculate the cost with taxes and fees, the monthly payment, and the agents' commissions.

a. Click cell D13 on the Data sheet, and then insert a VLOOKUP function that looks up the tourcode, compares it to the tours table, and returns the description.

b. Click cell E13, and then insert a lookup function that looks up the tour code, compares it to thetours table, and returns the departure date.

c. Click cell F13, and then insert a lookup function that looks up the tour code, compares it to thetours table, and returns the base cost of the trip.

d. Click cell G13, and then insert a formula that adds taxes and fees to the base cost of the trip (in cell F5)by using the percentage value in the Input area. Use a mixed reference to the cell containing 20%in the input area below the data.

e. Click cell H13, and then insert the PMT function to calculate the payments for students who wantto pay for their trips in three installments. Use the interest rate and months in the input area belowthe data. Use appropriate relative, mixed, and/or absolute cell references in the formula. Makesure the result is a positive value.

f. Click cell 113, and then calculate the commission using the base cost of the trip and a VLOOKUPfunction that returns the commission rate based on the base cost of the trip using the rates lookuptable. The function should then calculate the monetary value of the commission.

g. Copy the formulas and functions down their respective columns.

You need to format the titles and numeric data in the Data sheet. In addition, you want to freeze thecolumn labels so that they do not scroll offscreen. You also want to apply conditional formatting toemphasize values above the average value.

a. Merge and center the main title on the first row over all data columns on the Data sheet. Apply boldand 18 pt font size.

b. Merge and center the subtitle on the second row over the data columns.

c. Apply Currency number format to the monetary values in columns F, G, H, and I.

d. Hide the Tour Code column.

CHAPTER 4 • Datasets and Tables

Add Summary Statistics

Sort and Filter the Data

e. Wrap text in the range F4:I4. Set the column widths for these columns to 11, if necessary. Adjustthe row height, if necessary.

f. Freeze the panes so that the row of column labels do not scroll offscreen.

g. Apply the Light Red Fill with Dark Red Text conditional formatting to values in the Total Costwith Taxes column when the values are above average.

The Data worksheet contains a section for Summary Statistics. You need to insert functions to performthese calculations. Use the total cost including taxes and fees for the range in the functions.

a. Insert a function to calculate the total for all trips in cell G46, the average trip cost in cell G47, andthe median trip cost in cell G48.

b. Insert a function to calculate the lowest trip cost in cell G49 and the highest trip cost in cell G50.c. Click cell G51, and then enter a function to display today's date.

To preserve the integrity of the original data, you need to copy the worksheet. You will then convert thedata in the copied worksheet to a table, apply a table style, sort and filter the data, and then display totals.

a. Copy the Data sheet, and then place the copied sheet before the Summary sheet. Remove theconditional formatting rule on the Data (2) sheet.

b. Convert the data range in the Data (2) sheet to a table.

c. Apply the Table Style Medium 21 style to the table.

d. Sort the table by departure date from oldest to newest and then alphabetically by trip description.

e. Apply a filter to display trips arranged by agents Avery and Ross only.

f. Display a total row. Add totals for all monetary columns.

Create Sparklines and Insert a Chart

The Summary sheet provides a six-month summary of sales. You want to insert sparklines to displaytrends for each agent, and then provide a $500 bonus if the sales were greater than the averagecombined sales. Finally, you want to create a chart.

a. Create Line sparklines in column H in the Summary sheet to display six-month trends for eachagent. Show the high point in each sparkline.

b. Insert an IF function in column I that displays a $500 bonus if an agent's average sales are greaterthan the average of all sales for the six months. Use two nested AVERAGE functions in the logical_test argument of the IF function to make the comparison.

c. Create a column chart of the agents and their six month sales.

d. Move the chart to a chart sheet named Sales Chart.e. Apply the Layout 1 chart layout.f. Type January-June 2012 Sales by Agent for the chart title.

g. Apply the Style 34 chart style.h. Select the Overlay Legend at Right legend location, and then move the legend up so that it does

not overlay actual columns. If necessary, reduce the size of the legend chart element. Apply a solidwhite fill color to the legend,

i. Create a footer with your name on the left side, the sheet tab code in the center, and the file namecode on the right side of each sheet,

j. Apply 0.2" left and right margins and scale to one page for the Data and Data (2) sheets. SelectLandscape orientation for the Data (2) sheet.

k. Save the workbook. Close the workbook, and then exit Excel. Submit the workbook as directed byyour instructor.

Excel Application Capstone Exercise • Excel 201O