Start of Fiscal Year:

Current Date:
Fiscal Month:

April 1
8/23/2007
5

Freight Options
Surface Mail
Air Mail

Shipping Cost:
$ 11.50

Courier

Linked Cell:

Weight (lbs):
2.3

Discount Schedule

Units Ordered
20
10
1000
50
2
25
100
250

Part
D-178
B-047
C-098
B-111
D-017
D-178
A-182
B-047

List Price Discount Net Price

$17.95
40%
$10.77
$6.95
40%
$4.17
$2.95
50%
$1.48
$19.95
44%
$11.17
$27.95
20%
$22.36
$17.95
42%
$10.41
$9.95
46%
$5.37
$6.95
48%
$3.61

Page 3

Total
$215.40
$41.70
$1,475.00
$558.60
$44.72
$260.28
$537.30
$903.50

Discount Schedule
Units
Discount
0
20%
4
40%
24
42%
49
44%
99
46%
249
48%
499
50%

Tax Rate

Tax Rate Schedule

If TAXABLE
INCOME

The TAX Is
THEN

Is Over
SCHEDULE X
Single

Income:
Tax Rate:

But Not
Over

This
Amount

$0
$7,000
$0.00
$7,000 $28,400
$700.00
$28,400 $68,800
$3,910.00
$68,800 $143,500 $14,010.00
$143,500 $311,950 $34,926.00
$311,950
-$90,514.50

$30,000
25%

Page 4

Of the
Plus This Excess
%
Over
10%
15%
25%
28%
33%
35%

$0.00
$7,000
$28,400
$68,800
$143,500
$311,950

Customer Accounts

Enter Account Number: 10-0009

Account Name is: Brimson Furniture

Account Number
10-0009
02-0200
01-0045
08-2255
12-1212
12-3456
09-2111
14-1882
14-5741
07-0025
07-4441
16-6658
14-1882

Page 5

Account Name
Brimson Furniture
Chimera Illusions
Door Stoppers Ltd.
Emily's Sports Palace
Katy's Paper Products
Meaghan Manufacturing
O'Donoghue Inc.
Real Solemn Officials
Refco Office Solutions
Renaud & Son
Rooter Office Solvents
Simpson's Ltd.
Voyatzis Designs

EXPENSES January February

Advertising
$4,600
$4,200
Rent
$2,100
$2,100
Supplies
$1,300
$1,200
Salaries
$16,000 $16,000
Utilities
$500
$600
TOTAL
$24,500 $24,100
Month
Total

May
$24,100

March
$5,200
$2,100
$1,400
$16,500
$600
$25,800

April
$4,600
$2,100
$1,300
$16,000
$500
$24,500

May
$4,200
$2,100
$1,200
$16,000
$600
$24,100

June
$5,200
$2,100
$1,400
$16,500
$600
$25,800

July
$4,600
$2,100
$1,300
$16,000
$500
$24,500

August September October November December

$4,200
$5,200
$4,600
$4,200
$5,200
$2,100
$2,100
$2,100
$2,100
$2,100
$1,200
$1,400
$1,300
$1,200
$1,400
$16,000 $16,500 $16,000 $16,000 $16,500
$600
$600
$500
$600
$600
$24,100 $25,800 $24,500 $24,100 $25,800

MATCH() & INDEX()

Enter Account Number: 10-0009

Account Name is: Brimson Furniture

Account Number
10-0009
02-0200
01-0045
08-2255
12-1212
12-3456
09-2111
14-1882
14-5741
07-0025
07-4441
16-6658
14-1882

Page 8

Account Name
Brimson Furniture
Chimera Illusions
Door Stoppers Ltd.
Emily's Sports Palace
Katy's Paper Products
Meaghan Manufacturing
O'Donoghue Inc.
Real Solemn Officials
Refco Office Solutions
Renaud & Son
Rooter Office Solvents
Simpson's Ltd.
Voyatzis Designs

List and Combo Boxes

List

Control

Linked Cells

6" Sonotube
Finley Sprocket
Gangley Pliers
HCAB Washer
LAMF Valve
Langstrom 7" Wrench
S-Joint
Thompson Socket

2
Finley Sprocket

4
HCAB Washer

Page 9

Any-Column Lookup

Part Number
Quantity

D-178
57

Parts Database
Division

4
3
3
2
4
3
1
2

Description

Gangley Pliers
HCAB Washer
Finley Sprocket
6" Sonotube
Langstrom 7" Wrench
Thompson Socket
S-Joint
LAMF Valve

Quantity

Cost

Total Cost

57
856
357
86
75
298
155
482

$10.47
$ 0.12
$ 1.57
$15.24
$18.69
$ 3.11
$ 6.85
$ 4.01

$ 596.79
$ 102.72
$ 560.49
$ 1,310.64
$ 1,401.75
$ 926.78
$ 1,061.75
$ 1,932.82

Page 10

Retail

$
$
$
$
$
$
$
$

17.95
0.25
2.95
19.95
27.95
5.95
9.95
6.95

Gross Margin

71.4%
108.3%
87.9%
30.9%
49.5%
91.3%
45.3%
73.3%

Number

D-178
A-201
C-098
B-111
D-017
C-321
A-182
B-047

Row-and-Column Lookup

Part Number
Field Name
Value

D-178
Cost
10.47

Parts Database
Division

4
3
3
2
4
3
1
2

Description

Gangley Pliers
HCAB Washer
Finley Sprocket
6" Sonotube
Langstrom 7" Wrench
Thompson Socket
S-Joint
LAMF Valve

Quantity

Cost

Total Cost

57
856
357
86
75
298
155
482

$10.47
$ 0.12
$ 1.57
$15.24
$18.69
$ 3.11
$ 6.85
$ 4.01

$ 596.79
$ 102.72
$ 560.49
$ 1,310.64
$ 1,401.75
$ 926.78
$ 1,061.75
$ 1,932.82

Page 11

Retail

$
$
$
$
$
$
$
$

17.95
0.25
2.95
19.95
27.95
5.95
9.95
6.95

Gross Margin

71.4%
108.3%
87.9%
30.9%
49.5%
91.3%
45.3%
73.3%

Number

D-178
A-201
C-098
B-111
D-017
C-321
A-182
B-047

First Name Nancy

Last Name Davolio
Title
Account Manager
First Name
Nancy
Andrew
Janet
Margaret
Steven
Michael
Robert
Laura
Anne

Last Name
Davolio
Fuller
Leverling
Peacock
Buchanan
Suyama
King
Callahan
Dodsworth

Title
Account Manager
Vice President, Sales
Account Manager
Account Manager
Sales Manager
Account Manager
Account Manager
Inside Sales Coordinator
Account Manager

Title Of Courtesy Birth Date

Ms.
8-Dec-48
Dr.
19-Feb-52
Ms.
30-Aug-63
Mrs.
19-Sep-37
Mr.
4-Mar-55
Mr.
2-Jul-63
Mr.
29-May-60
Ms.
9-Jan-58
Ms.
27-Jan-66

Hire Date
1-May-92
14-Aug-92
1-Apr-92
3-May-93
17-Oct-93
17-Oct-93
2-Jan-94
5-Mar-94
15-Nov-94