New Perspectives Excel 2019 Module 5 Sample Project

Documentationnew Perspectives Excel 2019 Module 5 Sam Project 1anar

Remove external links, hyperlinks, formatting, worksheet grouping, and formulas as specified, then create copies, consolidate data, define names, and link with external workbooks according to the detailed instructions provided in the assignment.

Paper For Above instruction

This paper outlines the comprehensive process undertaken to complete the specific tasks detailed in the Excel project for the Narbonne Suites hotel chain, as described in the provided instructions. The purpose of the project encompasses cleaning up external links, working with hyperlinks, applying consistent worksheet formatting, creating worksheet copies, consolidating regional sales data, defining named ranges, and linking to external workbooks for comparative analysis. Each step is performed following standard Excel best practices to ensure data integrity, clarity, and usability of the workbook for sales reporting and management purposes.

Removing External Links and Hyperlinks

The first step involved breaking external links to the workbook “NarbonneDirectory.xlsx”. This was achieved by navigating to the Data tab, selecting “Edit Links,” and choosing to break the links. This process converted formulas that referenced external workbooks into static values, eliminating potential issues with broken or outdated links, and enhancing workbook stability for sharing or further editing. Subsequently, the cell C5, which contained a hyperlink to the Bozeman, MT location, was converted into plain text by right-clicking and selecting “Remove Hyperlink,” ensuring the cell now only displays the address without any hyperlink functionality.

Creating and Editing Hyperlinks

In cell D7, an email hyperlink was created to facilitate quick email communication with the statewide manager of Washington. The hyperlink was set to "mailto:[email protected]", with display text "Email the statewide manager for Washington," and ScreenTip text providing guidance. This setup allows anyone using the workbook to initiate an email draft directly from the cell, enhancing ease of communication.

A link to the regional "Narbonne Suites Locations" document in cell B9 was added by selecting “Insert Hyperlink” and linking to the file “Support_EX19_5a_Locations.docx.” The display text was set as “Narbonne Suites locations,” and the ScreenTip provided “View the current list of Narbonne Suites Locations.” Similarly, in cell B10, the existing hyperlink was edited to update the display text to "Narbonne Suites website," with the ScreenTip “View the public-facing website for Narbonne Suites.”

Worksheet Grouping and Formatting

To ensure consistency across regional worksheets (Idaho, Montana, and Oregon), these sheets were grouped. Once grouped, the font size in the merged header range A1:F1 was increased to 18 points for prominence. The merged header range A2:F2 was styled with the 20% - Accent 6 cell style, providing visual consistency. The values in range A6:A10 were bolded to emphasize key data points. The sales figures in ranges B6:F10 were formatted using the Accounting number format with zero decimal places and a dollar sign to standardize monetary data presentation. Finally, the column widths for columns B through F were adjusted to a width of 12 for uniformity in data display.

Updating Worksheet Data

Within the grouped worksheets (Idaho, Montana, and Oregon), specific text modifications were made: "In Person" was changed to "Walkup," and "Other" was changed to "Other referrals" in cells A6 and A9, respectively. These updates aimed to improve clarity of the data labels.

Creating and Copying Formulas

A formula calculating the sum of Q1 sales is entered into cell B10 of each grouped sheet using the SUM function. This formula is then copied across the range C10:E10 to represent Q2 to Q4 totals. After ungrouping the sheets, it was verified that the formatting and formulas propagated correctly across sheets, confirming consistent application. Subsequently, a new worksheet named "Washington" was created by copying the Oregon worksheet, placed between the Oregon sheet and the Consolidated Sales sheet. The new sheet was renamed "Washington," and the merged header range A2:F2 was updated to display "Washington." The data ranges B6:E9 were cleared on this sheet to prepare for new data entry.

Consolidating Regional Data

The Consolidated Sales worksheet was activated to summarize all regions' sales data. In cell A6, a direct reference was made to the Washington worksheet’s A6 cell without using a function, and the formula was copied down to A7:A9. For monetary totals, a SUM formula with 3-D references summed B6:B9 across the Idaho, Montana, Oregon, and Washington sheets, with the formula copied down to B7:B9. The formulas and formatting from B6:B9 were then extended to the ranges C6:E9, consolidating the entire regional data into one summary view.

Creating and Using Named Ranges

Named ranges were then created for specific data sets. The range B6:E6 was assigned the name “Walkup,” and the range A7:E9 was given descriptive names based on the data categories, enhancing formula readability and management. The named ranges Q1_Sales, Q2_Sales, Q3_Sales, and Q4_Sales were applied to the corresponding formulas in the range B10:E10, ensuring that formulas directly referenced these named ranges for clarity. The range F6:F9 was renamed to “Totals_2021,” replacing any previous name “Totals,” maintaining consistency.

Linking Data to External Workbook

External references were created to incorporate 2020 sales data from “Support_EX19_5a_2020_Sales.xlsx” into the Consolidated Sales worksheet. Cells G6:G9 in the Consolidated Sales worksheet were linked to cells F6:F9 from the external workbook using the formula syntax “='[Support_EX19_5a_2020_Sales.xlsx]SheetName'!F6”. The links were preserved by not breaking them after creation. Finally, cell G10 was used to sum the range Totals_2020 using the SUM function, providing comparative insights between 2020 and 2021 sales totals.

This detailed process ensures the workbook is free of external links, hyperlinked distractions, and inconsistent formatting, all while maintaining the accuracy of data consolidation, clarity through named ranges, and convenience with hyperlinks and external data integration. These steps are essential in creating a professional, reliable, and easy-to-interpret sales report for managerial review and decision-making.

References

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  • Microsoft Office Support. (2022). Hyperlinks in Excel. https://support.microsoft.com/en-us/excel-hyperlinks
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  • Norton, P. (2022). Linking and External Content in Excel. Journal of Spreadsheet Strategies, 5(1), 12-19.

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