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New Perspectives Excel 2016 | Module 7: SAM Project 1a

Reclaim the River

Developing an Excel Application

GETTING STARTED

Open the file NP_EX16_7a_FirstLastName_1.xlsm, available for download from the SAM website.

Save the file as NP_EX16_7a_FirstLastName_2.xlsm by changing the "1" to a "2".

oIf you do not see the .xlsm file extension in the Save As dialog box, do not type it. The program will add the file extension for you automatically.

With the file NP_EX16_7a_FirstLastName_2.xlsm still open, ensure that your first and last name is displayed in cell B6 of the Documentation sheet.

oIf cell B6 does not display your name, delete the file and download a new copy from the SAM website.

If you see a Message Bar with a security warning at top of the Excel window, click the Enable Content button in the Message Bar to enable the macros contained in the file (see Figure 1).

Figure 1: Security Warning Message Bar

To complete this project you will need to display the Developer tab. To add this tab to the Excel ribbon, click the File tab to open Backstage View and then click the Options button. In the Excel Options dialog box, click the Customize Ribbon option and click the Developer check box (see Figure 2). Click the OK button to close the Excel Options dialog box and confirm the Developer tab appears in the Excel Ribbon.

Figure 2: Customize Ribbon Section of Excel Options Dialog Box

PROJECT STEPS

1.Dee Amytha is the coordinator for the Reclaim the River, a 3-day volunteer event where local businesses and community groups help to revitalize the banks of the Charles River. She has asked for your help updating the worksheet she is using to track and record volunteer information.

Switch to the Volunteer Totals worksheet, and then unprotect it.

2.Dee started to create named ranges in the worksheet and has asked you to finish the updates.

Create a defined name for the range C5:C10, using Friday_Afternoon as the range name.

3.View the comment associated with cell A10. Follow the instructions in the comment to update a value in the worksheet, and then delete the comment.

4.Edit the defined name associated with the range C15:C20 to be Saturday_Afternoon instead of Sat_Aftr. [Mac Hint: Delete the named range Sat_Aftr, and use Saturday_Afternoon as the a new named range for the range C15:C20.]

5.Apply the defined names Saturday_Morning, Sunday_Morning, and Sunday_Afternoon to the existing formulas on the Volunteer Totals worksheet. Ignore Relative/Absolute value and use row and column names. (Hint: If you receive an error that Excel cannot find any references to replace, make sure that only a single cell, rather than a range, in the worksheet is selected prior to applying the defined names.)

6.Select the range G3:H8 and create names from the selection, using the values shown in the Left column.

7.In cell H9, enter a formula using the SUM function to total the values in the defined range Total_Volunteers. Use the defined range Total_Volunteers in your formula.

8.Insert the following comment into the merged range G1:H1: Consider moving this table to another worksheet. (including the period). If necessary, hide the comment.

9.Dee wants to create a macro that will allow her to quickly add the Reclaim the River header to any worksheet she adds to the workbook.

Switch to the Volunteer Letterhead worksheet. Make sure the Use Relative References option is not selected in the Developer tab. [Mac Hint: The Developer pane doesn't include this option, so Mac users can ignore this option.]

Record a macro named RtR_Letterhead, stored in the current workbook with the keyboard shortcut Ctrl+ Shift+L [Mac Hint: Option+Cmd+Shift+L] and the description Macro to add the Reclaim the River letterhead to a worksheet. (including the period). With the macro recording, complete the following actions:

a.Change the column width of columns A:D to 21.00 characters.

b.Merge and center the range A1:D1.

c.Enter the text Reclaim the River into the merged range A1:D1.

d.Italicize the merged range A1:D1 and apply a 24 pt. font size to the merged range.

e.Change the background color to Blue, Accent 5, Lighter 40% (9^th column, 4^th row in the Theme Colors palette) and the font color to White, Background 1 (1^st column, 1^st row in the Theme Colors palette).

f.Click the Stop Recording button in the Code group on the Developer tab.

Confirm that your macro works as expected by switching to the Volunteer Records worksheet and running the RtR_Letterhead macro you just recorded. (Hint: You can use the keyboard shortcut you just created to run your macro.)

10.Switch to the Volunteer Registration worksheet.

Delete the defined name Volunteer_Data associated with the range C4:C8 on this worksheet.

11.Dee created two macros to use on the Volunteer Registration worksheet. She wants you to review the macros and assign them to buttons, to make them easier to access.

Assign the Clear_Data macro to the Clear Data macro button in the range B10:B11.

12.Edit the Clear_Data macro (found in Module 1).

In the Clear_Data macro VBA code, change the range used in the code to the range C4:C8. The edited code should read: Range("C4:C8").Select (see Figure 3 for details).

Run the Clear_Data macro to confirm that the macro erases the values in the range C4:C8. (Hint: You must complete Step 17 correctly to receive credit.)

Figure 3: Clear_Data() Macro

13.Create a form control macro button in the range C10:C11, next to the Clear Data button and then complete the following actions:

a.Assign the macro Record_Volunteer to the button.

b.Change the button label using Record Volunteer as the new name.

14.In cell C6, create a data validation rule that will only accept date values corresponding to the dates of the Reclaim the River event as described below:

a.The dates should be between 5/18/2018 and 5/20/2018.

b.The input message should have the title Volunteer Date and should use the text Enter volunteer date. (including the period) as the Input message.

c.The error alert should have the Stop style with Invalid volunteer date. (including the period) as the title.

15.In cell C7, create a data validation rule that will only accept values from a list corresponding to the different assignment at the Reclaim by the River event as described below:

a.The validation rule should ignore blanks and appear as an in-cell dropdown.

b.Enter the following list: Waterfront Cleanup, River Cleanup, Landscaping, Material Transport, Refreshments, Support as the validation source.

c.The input message should have the title Assignment and should use Select an assignment from the list. (including the period) as the Input message.

d.The error alert should have the Stop style with Invalid assignment. (including the period) as the title.

16.Edit the data validation rule associated with cell C8 as described below:

a.The input message should have the title T-Shirt Size and should use Select a t-shirt size from the list. (including the period) as the Input message.

b.The error alert should have the Stop style with Select a valid t-shirt size. (including the period) as the title.

17.Enter the following volunteer information into the worksheet:

a.In cell C4, enter Kate Bryant as the Volunteer Name.

b.In cell C5, enter Ultimate Craft Center as the Organization.

c.In cell C6, enter 5/19/2018 as the Volunteer Date.

d.In cell C7, select River Cleanup as the Assignment.

e.In cell C8, select S as the T-Shirt Size.

18.With all the changes that you've made to the worksheet, Dee now wants to make sure that no further changes can be made.

Format the range C4:C8, so that the cells in this range are unlocked. Then protect the Volunteer Registration worksheet without using a password and using the default settings.

19.Protect the structure of the current workbook without using a password.

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

Final Figure 1: Volunteer Totals Worksheet

Final Figure 2: Volunteer Letterhead Worksheet

Final Figure 3: Volunteer Records Worksheet

Final Figure 4: Volunteer Registration Worksheet

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