New PerspectivesExcel 2013
Tutorial8: SAM Project 1b
Fit Kix Footwear
ADVANCED FUNCTIONS AND CONDITIONAL FORMATTING
PROJECT DESCRIPTION
Arun Modurworks in the Customer Relationsdepartment of Fit Kix Footwear, an athletic shoe retailer based in New England.He has created a worksheet to capture customer sales data for the past two years, and year-to-date sales data for the current year. Arun has asked you to enhance the workbook using conditional formatting and advanced formulas to better analyze the customer data, highlight trends, and identify top customers.
GETTING STARTED
· Download the following file from the SAM website:
o NP_Excel2013_T8_P1b_FirstLastName_1.xlsx
· Open the file you just downloaded and save it with the name:
o NP_Excel2013_T8_P1b_FirstLastName_2.xlsx
o Hint: If you do not see the .xlsx file extension in the Save file dialog box, do not type it. Excel will add the file extension for you automatically.
· With the file NP_Excel2013_T8_P1b_FirstLastName_2.xlsx still open, ensure that your first and last name is displayed in cell B6 of the Documentation sheet. If cell B6 does not display your name, delete the file and download a new copy from the SAM website.
PROJECT STEPS
1. Go to the AllCustomersworksheet and complete the following actions:
a. Apply a conditional formatting rule to the range A4:A27 that formats any duplicate values with Green Fillwith Dark Green Text.
b. Update the Customer ID value for Sarah Sun to 125 and the Customer ID value of ArielValdezto 126.
The conditional formatting rule should no longer highlight any values in the range A4:A27.
2. Edit the conditional formatting rule applied to the rangeJ4:J27 so that the highlighted cells are formatted with the font color Dark Red (1sticon in Standard Colors palette)and the fill color Orange(3rd icon in StandardColors palette).
3. In cell E4, enter a formula that calculates customer tenure, in years, using absolute and structured references. The formula should calculate tenure based on subtracting the value in the First Order column from the current year value in cell M1. If necessary, copy the formula you created in cellE4to the range E5:E27.(Hint: Remember to use an absolute reference to the current year value in cell M1.)
4. In cell I4, enter a formula that uses the IF functionand structured referencesto calculate customer sales Growth (as a %).
a. Growthcan be calculated if the value in the2015 Purchasescolumn is greater than 0.
b. To calculate Growth (as a %), divide the value in the Growth ($) column by the value in the 2016 Purchasescolumn.
c. If the value in the 2015 Purchasescolumn is not greater than 0, return a value of N/A. If necessary, copy the formula you created in cellI4to the range I5:I27.
5. In cell K4, enter a formula that uses an IF function and structured referencesto determine customer discount eligibility.(Hint: You will need to use the OR function in this formula.)
a. A customer is eligible for a discount if the value in a customer's 2016 Purchases isgreater than or equal to $250OR if the customer's First Order was placed before2012.
b. If the customer qualifies for a discount, return a value of Y.(Hint: For the value_if_true value, use "Y".)
c. If the customer does not qualify for a discount, return a value of N. (Hint: For the value_if_false, use "N".)If necessary, copy the formula you created in cellK4 to the range K5:K27.
6. In cell L4, enter a formula that uses a nested IF functionand structured references to calculate the Discount Amount:
a. If the value in theDiscount Y/N column is equal to N, the Discount Amountcolumn value should be 0.
b. If the value in the Discount Y/N column is equal to Y, the formula should check if the value in the Tenure (Yrs) column is less than 4.
c. If the value in Tenure (Yrs) column is less than 4, the Discount Amountcolumn value should be 0.10.
d. Otherwise, the value of Discount Amountcolumn should be 0.15.
(Hint: The Discount Amountcolumn is formatted with the PercentageNumber format, so the values returned by the nestedIF function will appear as 0%, 10%, or 15%.)
7. In cell M4, enter a formula that uses an IF functionand structured references to assign a value rating to each customer. (Hint: You will need to use an AND function in this formula.)
a. The IF function should check if a customer has a Tenure field value greater than 3yearsAND2016 Purchasesgreater than$250.
b. If the customer meets both those criteria, the function should return the value High.
c. If the customer does not meet both those criteria, the function should return the valueLow.If necessary, copy the formula you created in cellM4 to the range M5:M27.
8. In cell P5, nest the VLOOKUP function in an IFERROR function. The cell should display the error message Invalid Customer ID instead of the error value, if the VLOOKUP function finds an error. Confirm the error message appears and then update the Customer ID value in cell P4 to 119.
9. In cell P7, enter a formula using the VLOOKUPfunction to lookup the Customer ID value shown in cell P4in the Customerstable (located in the range A3:M27). The VLOOKUP function should then retrieve the Discount Amountfrom the Customerstable (the 12th column in the table) for this record. The VLOOKUP function should find an exact match to the value in P4.
10. In cellP8, enter a formula using the HLOOKUP function to determine the Reward that the customer qualifies for based on their 2016 spending. The HLOOKUP function should look up the value in cell P6in the range P13:S14 (which has the defined name Rewards). The HLOOKUP function should then retrieve the value in the 2nd row of the Rewardslookup table. Since these rewards are offered to customers that meet or exceed the yearly spending levels listed in the Rewards table, the HLOOKUP function should find an approximate match to the value in P6.
12. In cell B11, enter a formula that uses the COUNTIF function and structured references to count the number of customers with a Value Rating of Highin the Customerstable on the AllCustomers worksheet. (Hint: The COUNTIF formula should use a structured reference to the Customer Value Ratingcolumn.)
13. In cell B6, enter a formulathat uses the SUM function and structured references to calculate the total Current Year Purchases (YTD) for all customers.
14. In cell B12, enter a formula that uses the SUMIF function and structured references to calculate total Current Year Purchases (YTD) for customers with a Customer Value Rating of High in the Customerstable on the AllCustomers worksheet.
15. In cell B13, enter a formula to calculate the percentage of all Current Year Purchases accounted for by High Value customers. (Hint: The calculation should divide the Total Sales (Current Year) for High Value Customers by the Total Sales (Current Year) for all customers.) Format the cell using the Percentage Number format with 0 decimal places.
16. In cell B7, enter a formula that uses the AVERAGE function and structured references to calculate the average tenure of all customers in the Customers table on the AllCustomers worksheet.
17. In cell B14, enter a formulathat uses the AVERAGEIF function and structured references to calculate the average tenureof customers with a Customer Value Rating of Highin the Customers table on the AllCustomers worksheet.
18. In cell B8, enter a formula to calculate the average spending per customer for all customers.(Hint: To calculate this average, divide the Total Sales (Current Year) in cell B6 by the Number of Customers in cell B5, rather than using the AVERAGE function.)
19. In cell B15, enter a formula to calculate the average spendingper customer for high value customers.(Hint: To calculate this average, divide the Total Sales (Current year) for high value customers in cell B12 by the total number of high value customers in cell B11, rather than using the AVERAGEIF function.)
Your workbook should look like the Final Figures below and on the following pages. Save your changes, close the workbook, and exit Excel. Follow the directions on the SAM website to submit your completed project.
