Shelly Cashman Excel 2016 Module 2 Sam Project 1

Shelly Cashmanexcel 2016 Module 2 Sam Project 1ashelly Cashmanexcel

Open the file SC_EX16_2a_ FirstLastName _1.xlsx, save as SC_EX16_2a_ FirstLastName _2.xlsx, and ensure your name appears in cell B6 of the Documentation sheet. Then, perform a series of data analysis and formatting tasks on the Profit Analysis worksheet, including updating column widths, creating formulas with SUM, AVERAGE, MAX, and MIN functions, applying number formats, adding borders and fill colors, and setting conditional formatting for negative profits. Adjust the worksheet's page orientation, margins, headers, and perform spelling checks. Switch to the Employee Discount worksheet, input employee IDs using a specific pattern with Flash Fill, format discount percentages, format date values, and change page orientation. Save and close the workbook upon completion, then follow submission instructions.

Paper For Above instruction

The comprehensive financial analysis and visual formatting of an Excel workbook are essential tasks for effective business reporting. This project requires a systematic approach to manipulating data, applying appropriate formulas, formatting cells for clarity, and enhancing visual appeal to communicate financial performance effectively. By working through these steps, we not only improve the readability of financial data but also develop proficiency in Excel functions and formatting techniques, which are invaluable skills in business analysis and reporting.

The first step involves preparing the workbook, which includes opening the specified file, saving a new version with the user's name, and confirming personal details in the Documentation sheet. Ensuring accurate personal identification is critical for tracking and referencing work in real-world scenarios. The core of the project focuses on analyzing profit data across several years from 2018 to 2021. Switching to the Profit Analysis worksheet, the user must apply the Office theme to ensure a standardized visual style aligned with professional presentation standards.

Next, specific formatting adjustments are necessary to optimize data presentation. Changing column A to a width of 15, auto-fitting row 1, and adjusting row heights make the spreadsheet more readable. These steps improve the visual layout, making the data more accessible at a glance. Creating formulas using the SUM function across a range of cells allows the calculation of total sales for 2018 across multiple departments, which can then be replicated across subsequent years with the fill handle. Applying the Accounting number format with zero decimal places and dollar symbols standardizes monetary values and enhances clarity.

Using fill colors and borders, specifically a yellow fill and a top and thick bottom border, visually separates headers and data regions, aiding quick interpretation of key figures. Calculating additional statistics such as averages, maximum, and minimum sales across departments for each year provides insight into performance variances and highlights areas of strength or concern. These formulas should be copied across respective ranges to facilitate comparative analysis across years.

Crucially, the project involves calculating the profit figures by subtracting expenses from total sales for each year without explicitly using functions, demonstrating understanding of basic Excel operations. Applying conditional formatting to highlight loss years with a red fill enables quick identification of negative profit periods, which is vital for decision-making. Adjustments to worksheet layout through page orientation (portrait), narrow margins, and headers improve printability and professionalism of the report.

Further, addressing incomplete employee data in the Employee Discount worksheet involves generating employee IDs based on a specified pattern, utilizing the Flash Fill feature for automation. Formatting the discount percentages as percentages with zero decimal points and formatting dates in a short date format ensure data uniformity. Changing the worksheet orientation to landscape aligns with standard reporting formats. After completing these tasks, the workbook must be saved, closed, and submitted according to the instructions provided on the SAM website.

In summary, this project emphasizes the importance of combining data analysis, formula creation, formatting, and layout adjustments within Excel to produce clear, professional, and insightful financial reports. Mastery of these tasks reflects competency in essential tools for business analysts, accountants, and managers who rely on Excel to inform strategic decisions and communicate financial health to stakeholders.

References

• Excel Easy. (2022). Excel formulas and functions. Retrieved from https://www.excel-easy.com/functions.html
• Microsoft Support. (2023). Format cells in Excel. Retrieved from https://support.microsoft.com/en-us/excel
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• Microsoft Support. (2023). Conditional formatting in Excel. Retrieved from https://support.microsoft.com/en-us/excel
• Heath, N. (2019). Excel for Dummies. Wiley Publishing.
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