Excel 2364 Assignment 3

The files you need for this assignment are located in the Assignment dropbox in Desire2Learn.
Complete the following exercises and upload the files to your Desire2Learn Drop box item Assignment 3.
Note that you must submit your assignment prior to the due date. The drop box closes on the date
specified and will not open until after the first round of marking has been completed. At that time your
late assignment may be considered for marking with penalty.

Assignment 3A
1.

Open Assignment 3A e053bgames.xlsx and save it as

YourLastname_firstname_3A.

2. Click on the Salary Data tab. Copy this worksheet three times. You will now have four
worksheets with the same data. Easiest way is to hold down the CTRL key and drag the sheet
and release. This will copy the worksheet.
3. Rename the second sheet to By Department and Title. The third sheet will be renamed By
Gender. The fourth one will be renamed My_Pivot. Change the tab colour of all four sheets to
blue.
4. In the Salary Data worksheet, sort by Performance and subtotal the salary by Performance.
5. In the By Department and Title worksheet, sort by department and title and then calculate the
average salary by subtotalling by department and title.
6. In the Gender worksheet, do a count of the number of salaries paid by gender using a subtotal.

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7.

You will notice that there is a worksheet called PivotTable in your file. Take a look at how it was
constructed. Then create your own pivot table to show the salaries for each department by title and
gender. It should look similar to the following pivot table. Format the pivot table as you see below.

Sum of Salary
Column Labels
Row Labels
F
M
Grand Total
Animation
608,725
394,750
1,003,475
Average
221,250
208,750
430,000
Excellent
131,250
60,000
191,250
Good
256,225
126,000
382,225
Art
935,525
370,025
1,305,550
Average
544,225
237,525
781,750
Excellent
52,250
52,250
Good
339,050
132,500
471,550
Game Design
145,000
187,000
332,000
Average
65,000
65,000
Excellent
72,500
72,500
Good
80,000
114,500
194,500
Production
195,000
195,000
Excellent
195,000
195,000
Programming
1,239,010
745,910
1,984,920
Average
332,400
155,100
487,500
Excellent
430,550
209,000
639,550
Good
476,060
381,810
857,870
Quality Assurance
299,000
176,250
475,250
Average
70,000
35,000
105,000
Excellent
188,000
60,000
248,000
Good
41,000
81,250
122,250
Sound Design
385,750
116,250
502,000
Average
170,250
170,250
Excellent
130,500
116,250
246,750
Good
85,000
85,000
Grand Total
3,808,010
1,990,185
5,798,195

8. Copy the pivot table you just created to another sheet. Rename the first Pivot table sheet as Original PT
and the second one as Formatted PT.
9. In the Original PT worksheet, create a pivot chart and then use the chart filters to limit the chart to
Animation, Art, Game Design and Production. It will show the Departments and Titles and be divided up

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by gender. Change the Y Axis to thousands. The pivot chart works just like the ordinary charts you have
created in Part 1 of this course with the exception of the filters.
10. In the Formatted PT worksheet, you will complete the following:
a. Change the report layout to Tabular form.
b. Change the style to Pivot Style Medium 15.
c. Change to summarize by Average Salary.
d. Insert a slicer for Department and select Animation.
11. Save your file and go to Assignment 3B.

Assignment 3B

1. Complete the Capstone Exercise at the end of Chapter 6 What-if Analysis. Page 419. The required file
Assignment 3B e06c1Dance.xlsx is included in the assignment dropbox in Desire2Learn.
In order to accommodate for item (i) in the Solver section to keep the original values, copy the Budget
worksheet and rename it to Original Budget (after completing the Scenario Summary) first before
proceeding with the Solver section of the exercise. This will make it easier to review and provide you with
feedback.

2. Save your file as Assignment 3B_C.xlsx and go to Assignment 3C.

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Assignment 3C

1. Open Assignment 3C e07b1studio.xlsx. Copy the Loan worksheet to your

Assignment 3B_C workbook. Rename the worksheet as Assignment 3C.
2. Complete the worksheet by:
a. Entering the Beginning Balance in B13 by referencing the Input Area.
b. Entering the Monthly Payment in C13 by referencing the Input Area.
c. Calculate the Interest Paid, Principal Reduction and Ending Balance in row 13.
d. Calculate the Cumulative Yearly Interest in G13.
e. Once row 13 is completed, auto fill the balance of the table.
3. Save the file to the Assignment 3B_C workbook.

Ensure all required files are uploaded to Desire 2Learn.

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Excel 2364 Assignment 4

Complete the following exercises and upload the files to your Desire2Learn Drop box item Assignment4. Note
that you must submit your assignment prior to the due date. The drop box closes on the date specified and will
not open until after the first round of marking has been completed. At that time your late assignment may be
considered for marking.

Assignment 4A
1. Open Assignment 4A salary.xlsx and save it as YourLastname_firstname Assignment 4A. The file is
attached to your dropbox.
2. Click on the 1-Stats tab. You will now use the Find and Replace to complete the following:
a. Replace Atlanta with Vancouver.
b . Replace Boston with Kelowna.
c. Replace Chicago with Prince George.
3. In cell B23, change Total Salaries to Maximum Salaries. In cell C23 change Average Salary to
Minimum Salaries. Delete cell D23 and remove the formatting.
4. Calculate the Maximum and Minimum salaries in cells B24 to C26 based on the criteria in column A.
Remember there is no =MAXIF() or =MINIF() functions available. You will need to consider using a
nested function.
5. Change cell A28 to Summary of Account Reps in Kelowna.
6. Calculate the total and average salaries in cells B29 and B30.
7. Calculate the # of Account Reps that live in Kelowna in cell B31..
8. Calculate the rank in column F. Use the rank function. RANK.AVG
9. Insert a row before row 34 and add information to the row below quartile 3 as 4. In row 34 insert 0.
Calculate the quart for 0, 1,2,3,4 with the returns as shown in the description below.

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Quartile
0
1
2
3
4

Salary

Below is just for your information:

IF QUART EQUALS

0
1
2
3
4

QUARTILE RETURNS
Minimum value
First quartile (25th percentile)
Median value (50th percentile)
Third quartile (75th percentile)
Maximum value

10. In the 2-Logic-Lookup tab, change cell E3 threshold salary to $60,000. Change the threshold date to
1/1/2010.
11. Calculate the New Salary in column G based on the hire date and salary being less than the threshold
salary and threshold date.
12. You now have experience with nesting the =IF() function. In column H, use the =IF with a nested AND
to calculate the new salary based on the same threshold values and criteria shown in #11.
13. In D1, F1, and H1, calculate the position, person and salary. When you key in a rank number in
B1 you will see B1, F1 and H1 populated with the correct values. You will be using Index and Match.
14. In the 3-Database tab, enter the criteria range and output range headings. You can copy them from
row 1. In row 25 under the Criteria Range, enter Chicago and Account Rep. Use the advanced filter
option to extract the records that meet the criteria.
15. Using the same criteria, calculate the summary statistics using the =DAVERAGE(), and other
applicable database functions in cells I24:I27.
16. Delete 4-Finance tab.
17. Save your file and go to Assignment 4B.

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Assignment 4B
1.

Open Assignment 4B_C pizza.xlsx and save it as

YourLastname_firstname4B. The file is attached to your dropbox.

DataValidation.

2. Click on the Augusta tab. Copy this sheet by clicking on the Augusta sheet, holding down the CTRL key
and dragging the sheet next to the Augusta sheet. Move the new sheet to the left of the original
sheet. Rename the new sheet as Data Validation.
3. Create a validation rule to accept only input values of whole numbers between 40,000 and
45,000. The input message should display the words Valid amounts in the title bar and the input
message should instruct the user to enter the amounts between 40,000 and 45,000. Use a Stop icon for
invalid data. Create instructions for the user on what to do to correct invalid data entry. Do not include
the toals in the validation rules.
4. Proceed to Assignment 4C

Assignment 4C
1.

Open the original Assignment 4B_C pizza.xlsx and save it as

YourLastname_firstname4C. This is the original file you used earlier in 4B. However,
you are saving it as 4C.

Group Worksheets/ Fill Across Worksheets.

2. Group the Augusta to Summary sheets. The sheets should be in consecutive order. Complete the
following:
a. Unmerge and Centre the title in Row 1. Then apply Merge and Centre again with a Bold effect.
b. Select A3:F7, fill the formats across all selected worksheets.

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Arrange Windows
3. You now want to arrange your windows. You currently have one window open. Click the View tab, and
then click New Window in the Window Group. If you want to show four windows on the screen, click
new window three times. This will give you four individual windows. Apply Arrange All to show your
windows.

3-D Formulas and Linked workbooks

4. Click on the Summary sheet, in B4 type =Sum(, then click on the Augusta sheet, hold down the
SHIFT key and click on Lewiston sheet. Click on B4n cell the Augusta sheet and press Enter.
5. You will now see a total in the Summary sheet. Auto fill down and across to get your Regional
Totals.
6. ( D o n o t d o # 6 i n f o r m a t i o n a l o n l y ) You can also do the same by linking the individual
cells together in the summary sheet. For example in Summary B4 you could consider the following
formula.
=Augusta!B4+Portland!B4+Lewiston!B4

7. Do some practice with the tracer arrows. Click on F7 and see what the Precedents and
dependencies are.
8. Save your file and go to Assignment 4D.

Assignment 4D
1. Open the A s s i g n m e n t 4 D tour.txt text file. Import the file to Excel.
2. Adjust the columns and check that the data was imported correctly.
3. The City, Country should be separated. Use the Text to Columns option to divide the data in column B
into City and Country. You will first need to insert a new column between the city, country and the

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currency. Then apply the Text to Columns option using the comma as a delimiter. You file will now
look like the following sample.

4. Save the file as Yourname_import Assignment 4D.

5. In the Yourname_Import Assignment 4D file do the following:
a. In cell E1, type Currency by Country.
b. In E2 to E31, join the information from column C and column D. Your result in E2 will be USA
US DOLLAR. This column will also be uppercase letters. Use a function to complete both the
join and the letter case. You will be using a nested function.
c. Bold the headings and underline.
d. In column F substitute USDOLLAR with UNITED STATES DOLLAR. e.
Insert two rows at the top of the worksheet.
f.

In the newly insert row 1 add the current date.

6. Save the file as Yourname_import Assignment 4D and continue to Assignment 4E.

Assignment 4E
1. Create a template for a simple annual budget. This is one of your own creations. Do not copy
the pre-defined templates. It does not need to be elaborate. An example is shown on the next
page.

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a. Identify what your revenues and expenses are. It does not need to be elaborate but it
should be realistic.
b. You want to know what the difference of your revenues and expenses is for each
month. You also want to have a running balance so you know how much you have at
the end of each month. Your starting balance at the beginning of the year is $5,000.
c. You need to input your labels, revenue descriptions, expense descriptions and
amounts. You will need to identify where formulas are applicable. For example, if your
wages for January is $4,500 and it is to continue for the balance of the year, then the
amount for February will be =B5. This will make your model more flexible if you want
to change the wage amount.
d. Examine your budget and format it so that it is presentable.
e. Test your budget to ensure there are no errors in your formulas.

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f.

Place a footer in the worksheet that includes YOURNAME, page number and a static
(non changing) date.

g. Some of your expenses will be increasing each quarter by 10%. Use an assumption area
to create the increase so you do not embed the 10% as a number in the formula. Your
formula should refer to the 10% in an assumption or variable section of the worksheet.
This way you do not need to change the formulas if the 10% changes to 15% for
example.
h. Identify what cells you will eventually be keying into. Unlock those cells by selecting
the cells and then using CTRL + 1 to access the following property sheet.

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You may need to click on the Protection tab to see the information above. Uncheck the
LOCKED checkbox.
Protect the sheet so that any locked cells will be inaccessible. For example, formulas.
2. In the Home Command tab, CELLS functional group, click on format to reveal the options
below:

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3. Click on Protect Sheet.

4. You can place a password to unprotect the sheet. In this case, leave it blank so I can mark
your process. In the allow all users of this worksheet to: section, you can uncheck the Select
locked cells checkbox. Since you unlocked the cells you actually want to key in, there is no
point to leave this box checked as you will not be able to access the cells in any case. Click
OK and test your sheet.
5. Save your workbook as an .XLTX file to denote that it is a template and continue to Assignment
4F.

Assignment 4F
1. Check out the pre-defined templates in Excel. Use FILE, NEW and check out the templates.
2. Then create and save a personalized calendar of your choice.
3. Ensure all required file(s) you have completed for Assignment 4 are uploaded to D2L.

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