Edit A Worksheet That Summarizes The Inventory Of Bulbs

Edit a worksheet that summarizes the inventory of bulbs and trees at the Pasadena facility

In the following project, you will edit a worksheet that summarizes the inventory of bulbs and trees at the Pasadena facility. Instructions: For the purpose of grading the project you are required to perform the following tasks:

Start Excel. Download and open the file named go_e02_grader_h3.xls. Change the Theme to Slice. Rename Sheet1 as Bulbs and Sheet2 as Trees. Click the Bulbs sheet tab to make it the active sheet. To the right of column B, insert two new columns to create new blank columns C and D. Using Flash Fill in the two new columns, split the data in column B into Item # (column C) and Category (column D). Type the column headers as necessary. Delete column B by cutting column C (Category) and pasting it to column G, then delete the empty column C. AutoFit columns A:F.

Display the Trees worksheet and repeat the steps above to split data in column B into Item # and Category, then delete the original column B as done previously. Without grouping sheets, perform calculations in both worksheets: sum of Quantity in Stock in cell B4 with comma style formatting, and in cells B5:B8 calculate average, median, lowest, and highest retail prices formatted with the Accounting Number Format. Also, in each worksheet, in cell B10, use COUNTIF to determine the number of different types of Tulips (Bulbs sheet) and Evergreens (Trees sheet) in stock.

In both worksheets, in cell G14, type "Stock Level". In cell G15, use an IF function to mark items for ordering if Quantity in Stock is less than 75 (Order) or OK otherwise. Fill this formula down throughout all relevant rows. Apply conditional formatting to the Stock Level column: bold italics with dark blue font color for "Order", and blue data bars to the Quantity in Stock column. On the Bulbs sheet, format range A14:G42 as a table with headers, apply Table Style Light 20, insert a Total Row, filter by Category for Tulips, and sum Quantity in Stock, recording the result in B11. Then, clear filters, sort by Item Name A to Z, remove the Total Row, and convert the table to a range. Repeat similar steps on the Trees sheet with Table Style Light 19 and filter for Evergreens. Set print titles for both sheets to repeat row 14 at the top of each page, then save your workbook.

Group the two worksheets, merge and center titles in A1 and A2 across A:G with appropriate styles, and center worksheets horizontally in landscape orientation. Use Print Preview and set print settings to fit all columns on one page. Save your workbook.

In Backstage view, save the workbook. Cancel sheet grouping, insert a new worksheet called "Summary", widen columns A:D to 20.63 width, move it to the first position. In A1, type "Pasadena Inventory Summary", merge and center across A:D, apply Title style. In A2, type "As of December 31", merge and center, apply Heading 1 style. Copy range A4:A8 from Bulbs sheet, paste into Summary at A5, and apply Heading 4 style.

In Summary, in B4, type "Bulbs"; in C4, "Trees"; D4, "Bulbs/Trees". Center and style headers with Heading 3. In B5:B9, link formulas to total items, average, median, lowest, and highest prices from the Bulbs sheet. Do the same for C5:C9 referencing the Trees sheet. In cells D5:D9, insert column sparklines for the values in B and C columns, with styles as specified. Format B5:C5 with comma style, B6:C9 with accounting format. Center the sheet horizontally, change orientation to landscape.

Insert a custom footer with the filename in the left section. Verify worksheet order: Summary, Bulbs, Trees. Save, close the workbook, and exit Excel. Submit the file as instructed.

Paper For Above instruction

The inventory management of plant bulbs and trees is a critical aspect of horticultural operations, especially in a facility like Pasadena where diverse species are maintained. This report details the step-by-step procedures to edit and analyze the inventory worksheets using Microsoft Excel, aiming to facilitate accurate data management, analysis, and presentation for the Pasadena facility's plant inventory.

Initially, the process begins with opening the specified Excel file, "go_e02_grader_h3.xls," and adjusting the themes for visual consistency by setting it to "Slice." Renaming the default sheets to "Bulbs" and "Trees" helps streamline data organization. The next essential step involves splitting combined data in column B into separate "Item #" and "Category" columns using Flash Fill, a powerful feature in Excel that automates pattern recognition for data splitting. This process enhances clarity and facilitates subsequent analysis.

Following data separation, the original data in column B is deleted after transferring the categories to column G. AutoFit adjustments ensure columns fit their content, optimizing readability. This same process is repeated on the "Trees" worksheet to maintain uniformity across datasets. Ensuring consistent data formatting is crucial for accurate calculations and analysis.

Subsequently, the project involves comprehensive calculations across both worksheets. The total stock quantity in cell B4 is calculated using SUM functions, with formatting applied to improve visual comprehension with comma style and zero decimal places. Additionally, statistical metrics such as average, median, lowest, and highest retail prices are calculated in cells B5 to B8 and formatted with the Accounting Number Format, making financial data more presentable and interpretable.

Further analysis includes determining the variety count of specific plant types, such as Tulips on the Bulbs sheet and Evergreens on the Trees sheet, with COUNTIF functions in cell B10. These counts inform stock diversity, supporting inventory planning and procurement strategies.

Next, the instructions guide the creation of a "Stock Level" indicator. Entering "Stock Level" in cell G14 and applying an IF function in G15 allows assessment of which items require reordering based on their stock quantity. Filling the formula down ensures all inventory items are evaluated dynamically. Conditional Formatting is then applied to visually distinguish items marked for reorder ("Order") by using bold italic blue fonts and text-specific formatting. Complementary blue data bars in the Quantity in Stock column visually indicate stock levels at a glance.

The project also includes advanced table formatting. Ranges A14:G42 on the "Bulbs" sheet are formatted as structured tables with headers, styled with Light 20 theme. Adding Total Rows, filtering by Category (specifically Tulips), and summing quantities enable efficient data analysis. The sorting and conversion back to ranges maintain data flexibility for further operations. Similar procedures are executed on the "Trees" sheet with a different table style. Setting print titles to repeat row 14 ensures consistent printouts, and saving the workbook preserves all changes.

For presentation, the sheets are grouped to apply uniform formatting—merging and centering titles in cells A1 and A2 across columns, applying styles, and setting the orientation to landscape to optimize print layout. The entire workbook is adjusted with print preview settings to fit all columns on one page.

A new worksheet, "Summary," is inserted at the first position, with columns widened for clarity. The summary title "Pasadena Inventory Summary" and accompanying date are merged and styled similarly for visual appeal. From the "Bulbs" sheet, a range of data is copied to the summary for quick reference, with styles applied to distinguish headers and content.

The summary worksheet contains links to key metrics—total items, averages, medians, and extremes—for both bulbs and trees, providing a consolidated overview. Sparklines are embedded to visually compare stock levels between categories, using specified styles for aesthetic consistency. Formatting for numerical data ensures clarity, and overall layout adjustments improve readability.

Finally, the workbook is finalized with a custom footer displaying the filename, verified sheet order, and saved for submission. These systematic procedures enable efficient inventory tracking, analysis, and reporting, vital for operational decision-making at the Pasadena facility. Such meticulous data management practices support the ongoing health of the plant inventory, ensuring the facility maintains a diverse and adequately stocked collection of bulbs and trees.

References

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