EX16_XL_COMP_GRADER_CAP_AS - Manufacturing 1.4 1.4 Project Description: You have recently become the CFO for Beta Manufacturing, a small cap company that produces auto parts. As you step into your new position, you have decided to compile a report that details all aspects of the business, including: employee tax withholding, facility management, sales data, and product inventory. To complete the task, you will duplicate existing formatting, utilize various conditional logic functions, complete an amortization table with financial functions, visualize data with PivotTables, and lastly import data from another source. Steps to Perform: Step Instructions Points Possible 1 0 Start Excel. Open eApp_Cap2_Manufacturing.xlsx and save the workbook as eApp_Cap2_Manufacturing_LastFirst. 2. 4 Group all the worksheets in the workbook and fill the range A1:F1 from the Insurance worksheet across all worksheets maintaining the formatting. Ungroup the worksheets after the fill is complete and ensure the Insurance worksheet is active. 3 Click cell 15 and enter a function that determines the number of full-time employees, (FT). 2 4 2 Enter a function in cell 16 that determines the average salary of all full-time employees. Format the results in Accounting Number Format. 5 2 Enter a lookup function in cell ES that returns the tax deduction amount for the number of dependents listed in the cell C5. Use the table in range H13:117 to complete the function. The maximum deduction is $500.00; therefore, employees with more than four dependents will receive no additional deductions. 6 4 Use Auto Fill to copy the function down, completing column E. Be sure to use the appropriate cell referencing. Format the data in column E with the Accounting Number Format. 7 3 Enter a logical function in cell F5 that calculates employee FICA withholding. If the employee is full-time and has at least one dependent, then he or she pays 7% of the annual salary minus any deductions. All other employees pay 5% of the annual salary minus any deductions. Copy the function down through column F. Format the data in column F with Accounting Number Format. 8 4 Apply conditional formatting to the range C5:C34 that highlights any dependents that are greater than 3 with Light Red Fill and Dark Red Text. 9 3 Click cell H10, and enter an AVERAGEIFS function to determine the average salary of full-time employees with at least one dependent. Format the results in Accounting Number Format. 10 2 Use Advanced Filtering to restrict the data to only display full-time employees with at least one dependent. Place the results in cell A37. Use the criteria in the range H24:M25 to complete the function. 11 5 Ensure that the Facilities worksheet is active. Use Goal Seek to reduce the monthly payment in cell B6 to the optimal value of $6000. Complete this task by changing the Loan amount in cell E6. Step Instructions Points Possible 12 5 Create the following three scenarios using Scenario Manager. The scenarios should change the cells B7, B8, and E6. Good B7 = .0325 B8 = 5 E6 = 275000 Most Likely B7 = .057 B8 = 5 E6 = 312227.32 Bad B7 = .0700 B8 = 3 E6 = 350000 Create a Scenario Summary Report based on the value in cell B6. Format the new report appropriately. 13 4 Ensure that the Facilities worksheet is active. Enter a reference to the beginning loan balance in cell B12 and enter a reference to the payment amount in cell C12. 14 3 Enter a function in cell D12, based on the payment and loan details, that calculates the amount of interest paid on the first payment. Be sure to use the appropriate absolute, relative, or mixed cell references. 15 3 Enter a function in cell E12, based on the payment and loan details, that calculates the amount of principal paid on the first payment. Be sure to use the appropriate absolute, relative, or mixed cell references. 16 2 Enter a formula in cell F12 to calculate the remaining balance after the current payment. The remaining balance is calculated by subtracting the principal payment from the balance in column B. 17 3 Enter a function in cell G12, based on the payment and loan details, that calculates the amount of cumulative interest paid on the first payment. Be sure to use the appropriate absolute, relative, or mixed cell references. 18 3 Enter a function in cell H12, based on the payment and loan details, that calculates the amount of cumulative principal paid on the first payment. Be sure to use the appropriate absolute, relative, or mixed cell references. 19 3 Enter a reference to the remaining balance of payment 1 in cell B13. Use the fill handle to copy the functions created in the prior steps down to complete the amortization table. 20 7 Ensure the Sales worksheet is active. Enter a function in cell B8 to create a custom transaction number. The transaction number should be comprised of the item number listed in cell C8 combined with the quantity in cell D8 and the first initial of the payment type in cell E8. Use Auto Fill to copy the function down, completing the data in column B. Hint: The function is =C8&D8&LEFT(E8,1). 21 7 Enter a nested function in cell G8 that displays the word Flag if the Payment Type is Credit and the Amount is greater than or equal to $4000. Otherwise, the function will display a blank cell. Use Auto Fill to copy the function down. completing the data in column G. Step Instructions Points Possible 22 5 23 2 24 3 Create a data validation list in cell D5 that displays Quantity, Payment Type, and Amount. Type the Trans# 30038C in cell B5, and select Quantity from the validation list in cell D5. Enter a nested lookup function in cell F5 that evaluates the Trans # in cell B5 as well as the Category in cell D5, and returns the results based on the data in the range A8:F32. Create a PivotTable based on the range A7:G32. Place the PivotTable in cell 117 on the current worksheet. Place Payment Type in the Rows box and Amount in the Values box. Format the Amount with Accounting Number Format. 25 5 26 4 27 3 28 5 Insert a PivotChart using the Pie chart type based on the data. Place the upper-left corner of the chart inside cell 122. Format the Legend of the chart to appear at the bottom of the chart area. Format the Data Labels to appear on the outside end of the chart. Note, Mac users, select the range 118:J20, on the Insert tab, click Recommended Charts, and then click Pie. Format the legend, and apply the data labels as specified. Insert a Slicer based on Date. Place the upper-left corner of the Slicer inside cell L8. Ensure the Inventory worksheet is active. Import the Access database eApp_Cap2_Inventory.accdb into the worksheet starting in cell A3. Note, Mac users, download and import the delimited Inventory.txt file into the worksheet starting in cell A3. Create a footer with your name on the left, the sheet code in the center, and the file name on the right for each worksheet. Save and close the file. Based on your instructor's directions, submit eApp Cap2 Manufacturing LastFirst.xlsx. 29 2 30 0 Total Points 100 Todd_eApp_Cap2_Manufacturing - Excel File Home Insert Draw Page Layout Formulas Data Review View Tell me what you want to do X Calibri -11 - A A Ee Wrap Text General Paste BIU . A Merge & Center - $ - % ) 4.0 .00 .00 .0 Conditional Format as C Formatting - Table - Sty Clipboard Font Alignment Number Styles H19 fx FICA Withholdings A B C D E F G H K M Beta Manufacturing 1 Employee Withholdings 2 3 4 Deduction withholding Statistics Number of FT Employees Average Salary Full Time 5 6 7 8 Dependents 4 2 4 5 1 5 Additional Information Average Salary of FT >=1 Dependent 0 3 4 5 4 Dependents 0 1 1 2 Deduction $ 50.00 $ 125.00 $ 250.00 $325.00 $ 500.00 1 3 4 1 0 Employee ID Status 7276 FT 9858 PT 8936 FT 6881 FT 3852 FT 6580 PT 4772 FT 4296 PT 8884 FT 9916 FT 5803 FT 200 8708 FT FECE BY 5565 PT 6142 PT 8164 FT 4338 FT 5833 PT 6060 FT 2559 PT re 5569 PT 3488 PT 7353 PT 4990 PT * 4785 PT 3040 FT 8087 PT 4474 PT 4251 PT 5324 PT 3123 PT 9 10 11 12 13 14 14 1 15 1 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31 32 33 34 FICA Withholdings FT at least 1 Dependent PT or FT No Dependents Salary $ 90,212 $ 18,984 $ 42,906 $ 37,191 $ 52,528 $ 17,126 $ 94,101 31.10 $ 12,471 $ 67,132 $ 88,604 $ 55,680 $ o oco 98,869 404 $ 11,994 $ 17,957 $ 66,693 $ 84,432 $ 18,994 $ 65,648 $ 18,835 $ 15,525 $ 15,861 12 $ 16,173 w $ 9,893 $ 17,081 $ 39,364 $ 19,306 $ 9,933 $ 16,707 $ 13,665 $ 7,688 7% 5% 2 1 5 . 4 . 4 . 4 1 Employee ID Salary Status FT Dependents >=1 Deduction Withholdings 4 1 5 1 4 0 4 4 5 0 B C D E F G H 2 Facility Amortization Table Loan Details Loan $325,000.00 Periodic Rate 0.479% # of Payments 60 Payment Amount Principal Interest Paid Repayment Remaining Balance Cumulative Interest Cumulative Principal 3 4 4 5 Payment Details 6 Payment $6,245.45 7 APR 5.75% 8 Years 5 9 Pmts per Year 12 10 Payment Beginning 11 Number Balance 12 1 73 2 14 3 15 4 16 5 17 6 18 7 19 8 20 9 21 10 22 11 23 12 24 13 DE 25 14 26 15 27 16 28 17 29 18 30 19 31 20 32 21 33 22 34 23 35 24 36 25 37 26 38 27 39 28 40 29 41 30 42 31 43 32 44 33 45 34 46 35 47 36 48 37 49 38 50 39 51 40 52 41 53 42 54 43 55 44 56 45 57 46 58 47 -59 48 60 49 61 50 62 51 63 52 64 53 65 54 66 55 67 56 68 57 69 58 70 59 71 60 72 Totals 73 $ $ $ E5 fx Results B C D E F G . 1 2 March Transactions 3 4 Search Results Results Category 5 Trans # 6 Trans # Status 1 00 7 Date 8 3/1/2018 9 3/2/2018 10 3/3/2018 11 3/3/2018 12 3/5/2018 13 3/7/2018 14 3/9/2018 15 3/10/2018 16 3/10/2018 17 3/10/2018 18 3/11/2018 19 3/11/2018 20 3/12/2018 21 3/13/2018 22 3/13/2018 23 3/14/2018 24 3/18/2018 25 3/24/2018 26 3/24/2018 27 3/24/2018 28 3/28/2018 29 3/28/2018 30 3/30/2018 31 3/30/2018 32 3/30/2018 Item 3003 5005 5005 5005 1001 5005 1001 5005 2002 4004 2002 3003 1001 2002 2002 3003 3003 4004 4004 4004 2002 1001 3003 4004 2002 Quantity Payment Type 8 Credit 4 Financed 1 Credit 10 Financed 6 Credit 5 Credit 5 Credit 3 Credit 1 Financed 4 Financed 9 Financed 8 Credit 9 Financed 8 Financed 9 Credit 9 Credit 1 Credit 1 Credit 3 Financed 10 Cash 10 Credit 9 Cash 8 Credit 6 Financed Cash Amount $4,800 $2,800 $700 $7,000 $1,500 $3,500 $1,250 $2,100 $500 $2,600 $4,500 $4,800 $2,250 $4,000 $4,500 $5,400 $600 $650 $1,950 $6,500 $5,000 $2,250 $4,800 $3,900 $4,500 9 8 9 9 6 9 Extract Warehouse Inventory - Notepad File Edit Format View Help Item Quantity 1001 5000 40000 2002 3500 35000 3003 2500 30000 4004 4000 22000 5005 1000 18000 Total Value B D I EX16_XL_COMP_GRADER_CAP_AS - Manufacturing 1.4 1.4 Project Description: You have recently become the CFO for Beta Manufacturing, a small cap company that produces auto parts. As you step into your new position, you have decided to compile a report that details all aspects of the business, including: employee tax withholding, facility management, sales data, and product inventory. To complete the task, you will duplicate existing formatting, utilize various conditional logic functions, complete an amortization table with financial functions, visualize data with PivotTables, and lastly import data from another source. Steps to Perform: Step Instructions Points Possible 1 0 Start Excel. Open eApp_Cap2_Manufacturing.xlsx and save the workbook as eApp_Cap2_Manufacturing_LastFirst. 2. 4 Group all the worksheets in the workbook and fill the range A1:F1 from the Insurance worksheet across all worksheets maintaining the formatting. Ungroup the worksheets after the fill is complete and ensure the Insurance worksheet is active. 3 Click cell 15 and enter a function that determines the number of full-time employees, (FT). 2 4 2 Enter a function in cell 16 that determines the average salary of all full-time employees. Format the results in Accounting Number Format. 5 2 Enter a lookup function in cell ES that returns the tax deduction amount for the number of dependents listed in the cell C5. Use the table in range H13:117 to complete the function. The maximum deduction is $500.00; therefore, employees with more than four dependents will receive no additional deductions. 6 4 Use Auto Fill to copy the function down, completing column E. Be sure to use the appropriate cell referencing. Format the data in column E with the Accounting Number Format. 7 3 Enter a logical function in cell F5 that calculates employee FICA withholding. If the employee is full-time and has at least one dependent, then he or she pays 7% of the annual salary minus any deductions. All other employees pay 5% of the annual salary minus any deductions. Copy the function down through column F. Format the data in column F with Accounting Number Format. 8 4 Apply conditional formatting to the range C5:C34 that highlights any dependents that are greater than 3 with Light Red Fill and Dark Red Text. 9 3 Click cell H10, and enter an AVERAGEIFS function to determine the average salary of full-time employees with at least one dependent. Format the results in Accounting Number Format. 10 2 Use Advanced Filtering to restrict the data to only display full-time employees with at least one dependent. Place the results in cell A37. Use the criteria in the range H24:M25 to complete the function. 11 5 Ensure that the Facilities worksheet is active. Use Goal Seek to reduce the monthly payment in cell B6 to the optimal value of $6000. Complete this task by changing the Loan amount in cell E6. Step Instructions Points Possible 12 5 Create the following three scenarios using Scenario Manager. The scenarios should change the cells B7, B8, and E6. Good B7 = .0325 B8 = 5 E6 = 275000 Most Likely B7 = .057 B8 = 5 E6 = 312227.32 Bad B7 = .0700 B8 = 3 E6 = 350000 Create a Scenario Summary Report based on the value in cell B6. Format the new report appropriately. 13 4 Ensure that the Facilities worksheet is active. Enter a reference to the beginning loan balance in cell B12 and enter a reference to the payment amount in cell C12. 14 3 Enter a function in cell D12, based on the payment and loan details, that calculates the amount of interest paid on the first payment. Be sure to use the appropriate absolute, relative, or mixed cell references. 15 3 Enter a function in cell E12, based on the payment and loan details, that calculates the amount of principal paid on the first payment. Be sure to use the appropriate absolute, relative, or mixed cell references. 16 2 Enter a formula in cell F12 to calculate the remaining balance after the current payment. The remaining balance is calculated by subtracting the principal payment from the balance in column B. 17 3 Enter a function in cell G12, based on the payment and loan details, that calculates the amount of cumulative interest paid on the first payment. Be sure to use the appropriate absolute, relative, or mixed cell references. 18 3 Enter a function in cell H12, based on the payment and loan details, that calculates the amount of cumulative principal paid on the first payment. Be sure to use the appropriate absolute, relative, or mixed cell references. 19 3 Enter a reference to the remaining balance of payment 1 in cell B13. Use the fill handle to copy the functions created in the prior steps down to complete the amortization table. 20 7 Ensure the Sales worksheet is active. Enter a function in cell B8 to create a custom transaction number. The transaction number should be comprised of the item number listed in cell C8 combined with the quantity in cell D8 and the first initial of the payment type in cell E8. Use Auto Fill to copy the function down, completing the data in column B. Hint: The function is =C8&D8&LEFT(E8,1). 21 7 Enter a nested function in cell G8 that displays the word Flag if the Payment Type is Credit and the Amount is greater than or equal to $4000. Otherwise, the function will display a blank cell. Use Auto Fill to copy the function down. completing the data in column G. Step Instructions Points Possible 22 5 23 2 24 3 Create a data validation list in cell D5 that displays Quantity, Payment Type, and Amount. Type the Trans# 30038C in cell B5, and select Quantity from the validation list in cell D5. Enter a nested lookup function in cell F5 that evaluates the Trans # in cell B5 as well as the Category in cell D5, and returns the results based on the data in the range A8:F32. Create a PivotTable based on the range A7:G32. Place the PivotTable in cell 117 on the current worksheet. Place Payment Type in the Rows box and Amount in the Values box. Format the Amount with Accounting Number Format. 25 5 26 4 27 3 28 5 Insert a PivotChart using the Pie chart type based on the data. Place the upper-left corner of the chart inside cell 122. Format the Legend of the chart to appear at the bottom of the chart area. Format the Data Labels to appear on the outside end of the chart. Note, Mac users, select the range 118:J20, on the Insert tab, click Recommended Charts, and then click Pie. Format the legend, and apply the data labels as specified. Insert a Slicer based on Date. Place the upper-left corner of the Slicer inside cell L8. Ensure the Inventory worksheet is active. Import the Access database eApp_Cap2_Inventory.accdb into the worksheet starting in cell A3. Note, Mac users, download and import the delimited Inventory.txt file into the worksheet starting in cell A3. Create a footer with your name on the left, the sheet code in the center, and the file name on the right for each worksheet. Save and close the file. Based on your instructor's directions, submit eApp Cap2 Manufacturing LastFirst.xlsx. 29 2 30 0 Total Points 100 Todd_eApp_Cap2_Manufacturing - Excel File Home Insert Draw Page Layout Formulas Data Review View Tell me what you want to do X Calibri -11 - A A Ee Wrap Text General Paste BIU . A Merge & Center - $ - % ) 4.0 .00 .00 .0 Conditional Format as C Formatting - Table - Sty Clipboard Font Alignment Number Styles H19 fx FICA Withholdings A B C D E F G H K M Beta Manufacturing 1 Employee Withholdings 2 3 4 Deduction withholding Statistics Number of FT Employees Average Salary Full Time 5 6 7 8 Dependents 4 2 4 5 1 5 Additional Information Average Salary of FT >=1 Dependent 0 3 4 5 4 Dependents 0 1 1 2 Deduction $ 50.00 $ 125.00 $ 250.00 $325.00 $ 500.00 1 3 4 1 0 Employee ID Status 7276 FT 9858 PT 8936 FT 6881 FT 3852 FT 6580 PT 4772 FT 4296 PT 8884 FT 9916 FT 5803 FT 200 8708 FT FECE BY 5565 PT 6142 PT 8164 FT 4338 FT 5833 PT 6060 FT 2559 PT re 5569 PT 3488 PT 7353 PT 4990 PT * 4785 PT 3040 FT 8087 PT 4474 PT 4251 PT 5324 PT 3123 PT 9 10 11 12 13 14 14 1 15 1 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31 32 33 34 FICA Withholdings FT at least 1 Dependent PT or FT No Dependents Salary $ 90,212 $ 18,984 $ 42,906 $ 37,191 $ 52,528 $ 17,126 $ 94,101 31.10 $ 12,471 $ 67,132 $ 88,604 $ 55,680 $ o oco 98,869 404 $ 11,994 $ 17,957 $ 66,693 $ 84,432 $ 18,994 $ 65,648 $ 18,835 $ 15,525 $ 15,861 12 $ 16,173 w $ 9,893 $ 17,081 $ 39,364 $ 19,306 $ 9,933 $ 16,707 $ 13,665 $ 7,688 7% 5% 2 1 5 . 4 . 4 . 4 1 Employee ID Salary Status FT Dependents >=1 Deduction Withholdings 4 1 5 1 4 0 4 4 5 0 B C D E F G H 2 Facility Amortization Table Loan Details Loan $325,000.00 Periodic Rate 0.479% # of Payments 60 Payment Amount Principal Interest Paid Repayment Remaining Balance Cumulative Interest Cumulative Principal 3 4 4 5 Payment Details 6 Payment $6,245.45 7 APR 5.75% 8 Years 5 9 Pmts per Year 12 10 Payment Beginning 11 Number Balance 12 1 73 2 14 3 15 4 16 5 17 6 18 7 19 8 20 9 21 10 22 11 23 12 24 13 DE 25 14 26 15 27 16 28 17 29 18 30 19 31 20 32 21 33 22 34 23 35 24 36 25 37 26 38 27 39 28 40 29 41 30 42 31 43 32 44 33 45 34 46 35 47 36 48 37 49 38 50 39 51 40 52 41 53 42 54 43 55 44 56 45 57 46 58 47 -59 48 60 49 61 50 62 51 63 52 64 53 65 54 66 55 67 56 68 57 69 58 70 59 71 60 72 Totals 73 $ $ $ E5 fx Results B C D E F G . 1 2 March Transactions 3 4 Search Results Results Category 5 Trans # 6 Trans # Status 1 00 7 Date 8 3/1/2018 9 3/2/2018 10 3/3/2018 11 3/3/2018 12 3/5/2018 13 3/7/2018 14 3/9/2018 15 3/10/2018 16 3/10/2018 17 3/10/2018 18 3/11/2018 19 3/11/2018 20 3/12/2018 21 3/13/2018 22 3/13/2018 23 3/14/2018 24 3/18/2018 25 3/24/2018 26 3/24/2018 27 3/24/2018 28 3/28/2018 29 3/28/2018 30 3/30/2018 31 3/30/2018 32 3/30/2018 Item 3003 5005 5005 5005 1001 5005 1001 5005 2002 4004 2002 3003 1001 2002 2002 3003 3003 4004 4004 4004 2002 1001 3003 4004 2002 Quantity Payment Type 8 Credit 4 Financed 1 Credit 10 Financed 6 Credit 5 Credit 5 Credit 3 Credit 1 Financed 4 Financed 9 Financed 8 Credit 9 Financed 8 Financed 9 Credit 9 Credit 1 Credit 1 Credit 3 Financed 10 Cash 10 Credit 9 Cash 8 Credit 6 Financed Cash Amount $4,800 $2,800 $700 $7,000 $1,500 $3,500 $1,250 $2,100 $500 $2,600 $4,500 $4,800 $2,250 $4,000 $4,500 $5,400 $600 $650 $1,950 $6,500 $5,000 $2,250 $4,800 $3,900 $4,500 9 8 9 9 6 9 Extract Warehouse Inventory - Notepad File Edit Format View Help Item Quantity 1001 5000 40000 2002 3500 35000 3003 2500 30000 4004 4000 22000 5005 1000 18000 Total Value B D
