Data File needed for this Case Problem: Modem.xlsx
PC-Market Distribution Linda Klaussen works for PC-Market Distribution, a computer supply store. She needs your help in designing an Excel workbook to enter purchase . order information. She has already entered the product information on PC-Market's line of modems. She wants you to insert a lookup function to look up data from the product table. The company also supports three shipping options that vary in price. She wants the purchase order worksheet to be able to calculate the total cost of the order, including the type of shipping the customer requests. She also wants to use advanced filtering to copy , data on all modems under $50 to a new worksheet to review prices of the inexpensive items. Finally, she wants to calculate average prices for each category of modems using a Database function.
Complete the following:
1. Open the Modem workbook located in theTutorial.07\Case1 folder included with your Data Files, save the workbook as PC Modem in the same folder, and then, in the Documentation worksheet, enter the date and your name.
2. In the Purchase Order worksheet, Product ID numbers will be entered in cell B5. Create a lookup function to display the product type in cell C7, the model name in cell C8, and the price in cell C9. Product information is displayed in the Product List worksheet.
3. If an incorrect product ID number is entered in cell B5, then cells C7, C8, and C9 will display the #N/A error value. Linda wants these cells to display the message Product ID not found if the ID entered is not found.
4. Enter one of three shipping options offered by PC-Market (Standard, Express, Over-, night) in cell B15. Set up an area in the range D40:E42 to store Standard shipping costs $9.50, Express shipping costs $14.50, and Overnight shipping costs $18.50. Use IF functions to display the costs of the shipping in cell C17. If an invalid shipping option is entered in cell B15, then Invalid Shipping option should appear in cell C17. If the Shipping option, cell B15, is blank, then cell C17 should be blank. (Hint: The IF functions should reference the cells in the range D40:E42.) 5. Display the total cost of the product (price times quantity) plus shipping in cell Ci 9. If the cell equals an error value (#Value), display the message Check Product ID, Quantity, or Shipping option.
6. Test the worksheet using a product ID number of 1050, quantity 2, and the Express shipping option.
7. In the Summary worksheet, use appropriate functions to determine the average modem price and count for each modem type.
8. Save and close the workbook. Submit the finished workbook to your instructor, either in electronic form, as requested.
Data File needed for this Case Problems: Leave.xlsx
Town of Baltic Adminstrative Office Alan Weltoh, HR Generalist, at the Town of Baltic Administrative Office in Baltic, Indiana, has a workbook that tracks the amount of vacation time and family leave used by each employee in the town. Alan needs to calculate how much vacation and family leave each employee is eligible for. Then, he can subtract the amount they have already used from that amount. He also wants to calculate the total number of vacation and family leave days used by all employees, as well as the total number of days remaining. The eligibility requirements for the different vacation and family leave plans are as follows:
15 days for full-time employees who have worked 4 or more years
10 days for full-time employees who have worked 2 years but less than 4 years
5 days for full-time employees who have worked 1 year but less than 2 years
0 days for everyone else For family leave:
5 days for full-time employees who have worked 1 or more years
3 days for full-time employees who have worked less than 1 year or for part-time employees who have worked more than 1.5 years
0 days for everyone else
Use these eligibility requirements to calculate the available vacation and family leave time for each employee.
Complete the following:
1. Open the workbook Leave located in theTutorial.07\Case2 folder included with your Data Files, save the workbook as Baltic Leave in the same folder, and then enter the date and your name in the Documentation worksheet.
2. In the LeaveData worksheet, create an Excel table from the range A5:J107, name the Excel table as Leave, and then remove the filter arrows. Set the column width for columns B through J to 10.
3. Calculate Years Employed in column D. Use Date Hired and current date (assume 7/1/2013, which is stored in cell Z6) and express length of time employed in years. Use the formula (current date - date hired)/365.
4. In column E, enter a formula using nested IF and AND functions to determine the number of vacation days (based on the vacation rules described previously) each employee is eligible for based on the employee's job status in column B and on the
Length of Time Employed in column D.
5. Subtract the amount of vacation used from the available vacation time, displaying the remaining vacation time in column G for all employees.
6. In column H, enter a formula to determine each employee's total family leave time (based on the family leave rules described previously). (Use nested IF, AND, and OR functions.)
7. To determine the remaining family time, subtract the used portion of the family leave from their total family leave and display the results in column J.
8. In the Leave Summary worksheet, use a function to calculate the total number of employees eligible for the different vacation leave plan. (Hint: An employee who is eligible for the 15-day vacation leave will have the value 15 in column E of the Leave Data worksheet.)
9. Enter formulas in the Vacation Leave Summary report to calculate the total number of vacation days and days remaining for each vacation plan.
10. Calculate the total number of employees, total days, and days remaining in row 8 of the report you started in Step 9.
11. Save and close the workbook. Submit the finished workbook to your instructor, either in electronic form, as requested.
Case Problem 3
Data File needed for this Case Problem: M-Fresh.xlsx
M-Fresh Water Company A small independent water company in Miami, Oklahoma, M-Fresh Water Company provides water to its commercial customers throughout the region, delivering the supply of water through pipelines, on-demand storage tanks, and bottles. Customers of M-Fresh Water range from government offices to nonprofit
organizations to commercial retail shops and markets. Town regulations indicate that the latter group of commercial customers is taxed on their usage, whereas nonprofit and government offices are not. Furthermore, M-Fresh Water will, from time to time, choose to waive a water bill based on its charitable giving policy.
Dawes Cado is in charge of the billing system that must take into account these business rules and ensure accurate and on-time billing, which is completed each quarter.
Complete the following:
1. Open the M-Fresh workbook located in the Tutorial.07\Case3 folder included with your Data Files, save the workbook as Water Bills in the same folder, and then enter the date and your name in the Documentation worksheet.
2. In the Quarterly Data worksheet, create an Excel table for the range A1 :G73. Name the table as WaterData. Remove the filter arrows. Format the Gal Used data in the Comma Style number format with no decimal places. Add the following three columns to the table: Water Bill, Tax, and Total Bill.
3. Calculate the Water Bill based on the following rules:
If a customer's bill is waived, place 0 in the Water Bill column.
Gal Used (gallons used) must be greater than 25,000 gallons during the quarter; otherwise, the water bill is 0.
For all other accounts, the billing rate varies based on the type of customer. The billing rate is $3, $2, or $1.50 per thousand gallons used depending on the type of customer (see the Billing Rate worksheet). For example, a commercial customer using 75,000 gallons has a water bill of $225(75x$3), whereas a government customer using 100,000 gallons pays $150(100x$1.50). A commercial customer using 15,000 gallons has a water bill of 0.
4. Calculate Tax based on the following rule: If a customer is taxable, then multiply the water bill times 3.5%; otherwise, the tax is 0. (Tax rate is stored in cell T1.) 5. Calculate the Total Bill amount using the following formula: Water Bill + Tax.
6. Improve the formatting of the number fields, and then insert totals for GalUsed (average) and Total bill (sum). Make a copy of the Quarterly Data worksheet, rename the copied worksheet Q2-6 and then return to the Quarterly Data worksheet.
7. Use conditional formatting to highlight the top 15% of customers based on the total bill. Use appropriate formatting. Filter the bills so only the top 15% are displayed. Sort the largest first. Make a copy of the Quarterly Data worksheet, rename the copied worksheet Q7 and then return to the Quarterly Data worksheet. Display all records.
8. Insert a new worksheet and then create the Water Usage and Billing By Type of Customer report (shown below). Rename the worksheet as Q8 Billing Summary. Use conditional IF functions to prepare the report.
Customer Type Number of
Customers Average Gallons Used Total Billed Commercial 37 322,437 $ 37,043.12 Non-Profit 11 87,661 $ 224.18 Government 24 774,267 $ 27,901.44 Total 72 437,267 $ 64,168.74
9. Make a copy of the Quarterly Data worksheet, rename the copied worksheet Q9-10. Management is considering eliminating the 25,000 gallon cutoff and bill waivers. In the Quarterly Data worksheet use advanced filtering to copy all data for waived customers or customers using 25,000 gallons or less to row 101 in the Q9-10 worksheet.
10. Use the data you retrieved from Step 9 to calculate the lost revenue from waived bills and customers with water usage below 25,000. Assume for the purposes of the analysis that all water usage (25,000 gallon cutoff no longer exists) will be billed. Prepare a report.
11. You want to know how many businesses are either churches, schools, or clinics. Use the COUNTIF function to complete the report in a new worksheet named Q11 Type Institution. (Use the Excel Help function to research using the wildcard characters as part of your criteria.) *
12. Save and close the workbook. Submit the finished workbook to your instructor, either in electronic form, as requested.