New Perspectives Excel 2013 Tutorial 11 Sam Project 1

New Perspectivesexcel 2013 Tutorial 11 Sam Project 1anew Perspective

Download and open the provided Excel file, then save it with a new name. Ensure your name appears in cell B6 of the Documentation sheet. Enable macros if prompted and display the Developer tab in Excel by customizing the ribbon.

Navigate to the Overview worksheet. Import data from the text file support_NP_E13_T11_P1a_Sales.txt into cell B4, with headers, comma-delimited, applying specified formats, and not importing the second column. Next, import fixed-width data from support_NP_E13_T11_P1a_10Year_Stock.txt starting at row 6, setting column breaks at 4, 9, and 14, and formatting columns accordingly. Adjust column widths and cell formatting as specified.

Create a High-Low-Close chart based on stock data, formatted with the given title, axis titles, bounds, and size, and reposition it within the worksheet. Link the chart's external data range, rename it, and set refresh options to prompt for file name and adjust column width.

On the FY18 Earnings worksheet, import data from an Access database using Microsoft Query, selecting specific columns from related tables, sorting, and returning as a table. Rename the table, format specific ranges, and modify the query connection's properties—renaming, describing, and editing the query to add, remove, and filter data fields. Set number formats and confirm table accuracy.

In the same worksheet, duplicate and rename it to FY18 Commissions, then modify its query connection similarly—changing the name, description, and editing the query to remove a column, add others, and filter for values greater than 1250. Format number ranges and match sample layout.

On the FY18 Orders worksheet, create a PivotTable from database tables, adding fields to columns, rows, and values sections as specified. Adjust column widths and labels, ensuring the layout matches the provided figure.

On the Order Details worksheet, import data from an HTML file using the From Web option, select the table, and rename the connection accordingly. Confirm the data matches the example figure.

In the Payroll worksheet, import XML data from a file, map it using the provided schema, bind data to specific cells, and refresh only this data source when needed. Save and close the workbook after completing the steps.

Paper For Above instruction

The integration of diverse data sources into a single, cohesive Excel workbook is a vital skill in data management and reporting. This project demonstrates the process through importing, formatting, and connecting various types of external data files to facilitate comprehensive analysis for SafeClean Products, a publicly traded company specializing in cleaning products in New York. The procedures outlined provide a systematic approach to ensuring data accuracy, consistency, and usability, which are fundamental in corporate reporting and decision-making.

The initial step involves importing data from a comma-delimited text file containing sales information into the Overview worksheet. This process requires specifying header inclusion, text and general formats, and deliberately omitting an unnecessary column to streamline the dataset. Proper formatting increases readability and sets the foundation for subsequent analysis. Following this, fixed-width data representing stock prices over ten years is imported, with the precise placement of column breaks facilitating correct data alignment. Applying appropriate date and number formats ensures the data's integrity and prepares it for visual representation.

Creating an insightful stock trend chart based on the imported stock data allows stakeholders to visually apprehend trends and fluctuations within a specified period. Customizing the chart with an appropriate title, axis labels, and bounds enhances interpretability. Repositioning and resizing the chart within the worksheet optimizes space and maintains clarity. Linking the chart to external data with prompts for file refreshes provides dynamic updates, crucial for real-time data analysis.

Importing data from an Access database into the FY18 Earnings worksheet showcases the use of Microsoft Query for handling relational data. Selecting relevant columns like CustomerName, Contact, EmployeeLastName, Product, and Amount, and applying sorting procedures ensures the data's relevancy and orderliness. Renaming and formatting the resulting table standardizes the data presentation and makes data manipulation more straightforward. Adjustments to connection properties, including renaming and add/edit operations on queries, demonstrate mastery in maintaining data source integrity and ensuring accurate data refreshes.

Further, duplicating the worksheet for the FY18 Commissions report, and editing its connection to filter for significant commissions (>1250), exemplify targeted data extraction. This selective filtering avoids clutter and highlights vital financial metrics, assisting managerial decision-making. Ensuring proper number formatting maintains consistency with financial reporting standards.

Building a PivotTable on the FY18 Orders worksheet aggregates transactional data from linked tables, leading to comprehensive summaries like products sold by the sales team. Arranging fields in designated areas and adjusting column widths and labels improve readability and facilitate quick insights into sales performance across products and customers.

The Order Details worksheet introduces web data importation, illustrating how Excel can extract and update HTML table data directly from the internet or local files. Properly selecting the correct table and renaming the connection streamline future updates, ensuring the data remains current without manual re-entry. This technique exemplifies integrating web-based data sources into Excel workflows.

Finally, the importing of XML data into the Payroll worksheet underscores the importance of schema mapping for complex data structures. Binding XML elements to specific worksheet cells allows seamless data updates aligned with organizational payroll data. Refreshing only the necessary XML data source minimizes processing time and maintains data integrity. Completing these comprehensive steps enhances the robustness of reports, supports dynamic data analysis, and prepares the organization for data-driven strategic planning.

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