Project One Letsgo Travel 2015 Summer Quarter 537288

Project One Letsgo Travelitm 3060 20ss Summer Quarter 2015 due On Mon

These instructions describe tasks to prepare an Excel workbook for LetsGo Travel, including defining named ranges, inserting lookup functions, calculating summaries, formatting data, creating sparklines and bonuses, setting footers, page setup, and saving the file, to be approved by a manager.

Paper For Above instruction

In this paper, we analyze the process of preparing a comprehensive Excel workbook for LetsGo Travel to manage travel arrangements effectively. The workbook encompasses lookup tables, data entry, calculations, formatting, and summary reports, all designed to streamline the agent’s workflow and enhance decision-making.

Firstly, the setup of lookup tables is crucial. The 'Lookup Tables' worksheet contains two essential tables: one for rates and commissions, and another for tour details. Assigning meaningful range names like 'rates' for the monetary and commission data, and 'tours' for the tour specifics helps in creating clear, manageable formulas. After opening the 'LetsGo_trips' workbook, the user should save it with their last and first name followed by '_trips' to maintain organization and tracking.

Next, populating the data worksheet involves inserting lookup functions to automate data retrieval. Using VLOOKUP functions in cells D13, E13, and F13 allows fetching the tour description, departure date, and base cost respectively, by comparing tour codes to the 'tours' table. For calculating total trip costs, including taxes, a formula adds a percentage value (e.g., 20%) using an absolute reference to ensure consistency if the input cell changes.

The payment plan calculation involves inserting the PMT function. This function computes the monthly installment, considering interest rates and loan terms specified in input cells, with proper cell referencing for accuracy. The commission calculation uses VLOOKUP to find the applicable commission rate based on the base cost, then multiplies it for the monetary value of the commission, displaying precise agent earnings.

To facilitate analysis, summary statistics are computed using functions such as SUM, AVERAGE, MEDIAN, MIN, and MAX, applied to the total trip costs with taxes. Inserting functions into designated cells ensures dynamic updating as data changes. The current date is displayed with the TODAY() function.

Formatting enhances readability: the main title is merged across columns with bold, enlarged font; subtitles are similarly merged; monetary values are formatted as currency; and the Tour Code column is hidden to reduce clutter. Wrap text in the header row ranges F12:I12, and set column widths to accommodate content, adjusting row heights as needed. Freezing panes ensures headers remain visible during scrolling. Conditional formatting highlights trip costs above average, using light red fill and dark red text, allowing quick visual identification of higher expenses.

In the summary sheet, sparklines display six-month sales trends per agent, providing visual insights into their sales performance. An IF function awards a $500 bonus to agents whose average sales surpass the overall average, encouraging productivity. These visual and incentive features promote engagement and performance tracking.

Finally, footers are added to both the Data and Summary worksheets, including the user’s full name, worksheet name, and file name, for documentation clarity. The print setup involves landscape orientation, gridlines, headings, and repeating header rows, ensuring complete and professional report presentation. The workbook is saved with the specified naming convention, consolidating all work for managerial review and approval.

References

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