Open The House Workbook In The Excel Case 2 Folder

Open The House Workbook Located In The Excelb Case2 Folder Includ

Open the House workbook located in the ExcelB â–¸ Case2 folder included with your Data Files, and then save the workbook as Tea House in the location specified by your instructor. In the Documentation worksheet, enter your name and the date. Make a copy of the Orders worksheet, and then rename the copied worksheet as March. In the March worksheet, use advanced filtering to display all sales in March in Sweden and all sales for Janet Leverling. Make a copy of the Orders worksheet, and then rename the copied worksheet as Sept. In the Sept worksheet, use advanced filtering to display all records for Laura Callahan with sales greater than $1,500 in September. In the Summary worksheet, complete the summary analysis for France. Use the DAVERAGE and DSUM functions to enter formulas in row 11 to average and sum the orders in March for France. Format the range B11:C11 with the Accounting format and no decimal places. Set up an appropriate criteria range in rows 1 and 2. In the Summary worksheet, complete the summary analysis for the United Kingdom (UK). Use the AVERAGEIFS and SUMIFS functions to enter formulas in row 12 to average and sum the orders in March in the U.K. Format the range B12:C12 with the Accounting format and no decimal places. Save the workbook, and then close it.

Paper For Above instruction

In this analysis, we will walk through the process of managing and analyzing sales data using Microsoft Excel, focusing specifically on tasks such as data filtering, function application, and report summarization within the "House" workbook. The primary goal is to accurately filter sales records, utilize advanced Excel functions for data analysis, and properly format and organize the data to derive meaningful insights about sales performance in different regions and for specific customers.

The first step involves opening the "House" workbook located in the specified folder. Renaming and saving the file appropriately as "Tea House" ensures that the data is correctly stored and accessible for subsequent analysis. Entering personal details such as name and date into the Documentation worksheet provides an audit trail and context for the report. This helps establish accountability and provides clarity on the report's preparation date.

Next, the analysis proceeds with creating copies of the "Orders" worksheet. These copies are renamed "March" and "Sept" respectively, to facilitate month-specific data analysis. Using advanced filtering techniques, the "March" worksheet is filtered to display sales that occurred in March within Sweden and for the customer Janet Leverling. This targeted filtering allows for precise data analysis by combining multiple criteria. Similarly, the "Sept" worksheet is filtered to show all sales in September for the customer Laura Callahan with sales exceeding $1,500, focusing on significant transactions for targeted monitoring and analysis.

Following data filtering, the purpose shifts toward summarizing sales data by country using formulas within the "Summary" worksheet. For France, the instructions specify employing the DAVERAGE and DSUM functions to compute the average and total sales in March. These formulas are entered in row 11, with the results formatted in the Accounting style for clear financial presentation. Setting up a criteria range involves selecting specific cells in rows 1 and 2, where conditions such as date and country filters are specified. This approach ensures that only relevant data is included in the calculations, providing insight into France’s sales performance during March.

The analysis then extends to the United Kingdom (UK) data, where the AVERAGEIFS and SUMIFS functions are used in row 12 to compute the average and total sales in March for UK customers. These functions are chosen because they allow for multiple criteria, enabling precise filtering based on both date and region. The results are formatted similarly in the Accounting style for consistency and clarity, and the proper criteria range is established to define filtering conditions.

Once all data manipulations and analyses are complete, the final steps include saving the updated workbook and closing it. This process ensures that all work is stored securely, with accurate data and well-formatted analysis ready for reporting or further review.

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