New Perspectives Excel 2013

Tutorial 8: SAM Project 1a

Spring Software
ADVANCED FUNCTIONS AND CONDITIONAL FORMATTING

Project Goal
PROJECT DESCRIPTION
M Project Name
Henrique Silva works in the Sales department of Spring Software, a software development
company headquartered in Cambridge, Massachusetts. Henrique has created a worksheet to
Project Goal
capture customer sales data for the Nashua office for the past three years. He 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_P1a_FirstLastName_1.xlsx

Open the file you just downloaded and save it with the name:

o NP_Excel2013_T8_P1a_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_P1a_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 CustomerList worksheet and complete the following actions:

a. Apply a conditional formatting rule to the range A4:A32 that

formats any duplicate values with Yellow Fill with Dark Yellow
Text.

b. Update the Customer ID value for Firehouse Partners LLC to

1015 and the Customer ID value of the Applewild Learning
Center to 1023.

The conditional formatting rule should no longer highlight any values in the
range A4:A32.

2. Edit the conditional formatting rule applied to the range G4:G32 so that the
highlighted cells are formatted with the font color White, Background 1 and
the fill color Blue, Accent 5, Lighter 40% (9th column, 4th row in the Theme
color palette.)
New Perspectives Excel 2013 | Tutorial 8: SAM Project 1a

3. In cell D4, 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 B1. If necessary, copy the formula you created in step D4 to
the range D5:D32. (Tip: Remember to use an absolute reference to the
current year value in cell B1.)

4. In cell I4, enter a formula that uses the IF function and structured
references to calculate the 2-Year Growth Percentage.

a. The 2-Year Growth Percentage can be calculated if the value in

2015 Sales column is greater than 0.

b. To calculate the 2-Year Growth Percentage, divide the value in the

2-Year Sales Growth column by the value in the 2016 Sales
column.

c. If the value in the 2015 Sales column is not greater than 0, return
a value of N/A.

5. In cell J4, enter a formula that uses an IF function and structured

references to determine customer discount eligibility. (Tip: You will need to
use the OR function in this formula.)

a. A customer is eligible for a discount if the customers 2016 sales

greater than or equal to 100000 OR if the customers First
Order was placed in 2016.

b. If the customer qualifies for a discount, return a value of Y. (Tip:

For the value_if_true value, use Y.)

c. If the customer does not qualify for a discount, return a value of N.

(Tip: for the value_if_false, use N.)

6. In cell K4, enter a formula that uses a nested IF function and structured
references to calculate the discount percentage:

a. If the value in Discount Y/N column is equal to N, the Discount

column 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
5.

c. If the value in Tenure (Yrs) column is less than 5, the Discount

column value should be 0.07

d. Otherwise, the value of Discount column should be 0.1.

(Note: The Discount column is formatted with the Percentage Number

format, so the values returned by the nested IF function will appear as 0%,
7%, or 10%.)

7. In cell L4, Enter a formula that uses an IF function and structured

references to assign a priority value to each customer. (Tip: You will need to
use an AND function in this formula.)
New Perspectives Excel 2013 | Tutorial 8: SAM Project 1a

a. The If function should check if a customer has a Tenure field value

greater than or equal to 5 years AND 2016 sales field value
greater than or equal to 150000.

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 value Low.

8. In cell Q4, nest the VLOOKUP function in an IFERROR function. (Hint: The
arguments for the VLOOKUP function should not be modified.) 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 Q3 to 1019.

9. In cell Q6, enter a formula using the VLOOKUP function to lookup the
Customer ID value shown in cell Q3 in the CustomersNashua table
(located in the range A3:L32). The VLOOKUP function should then retrieve the
Discount value from the CustomersNashua table (the 11th column in the
table) for this record. The VLOOKUP function should find an exact match to
the value in Q3.

10. In cell Q7, enter a formula using the HLOOKUP function to determine the
free services customer incentive offered to Spring Sales bigger clients. The
HLOOKUP function should look up the value in cell Q5 in the range O10:R11
(which has the defined name CustomerIncentives). The HLOOKUP function
should then retrieve the value in the 2nd row of the CustomerIncentives
lookup table. Since these free services are offered to customers that meet or
exceed the yearly sales levels listed in the CustomerIncentives table, the
HLOOKUP function should find an approximate match to the value in Q5.

11. Go to the CustomerAnalysis worksheet. In cell C4, enter a formula that uses
the COUNT function and structured references that counts the total
number of customers in the CustomersNashua table on the CustomerList
worksheet (Tip: The COUNT function only counts rows that contain a value,
you cannot use the Customer column as an argument in the function. Use the
Customer ID column instead.)

12. In cell D4, enter a formula that uses the COUNTIF function and structured
references to count the number of customers with a Priority rating of High
in the CustomersNashua table on the CustomerList worksheet. (Tip: The
COUNTIF formula should use a structured reference to the Priority column.)

13. In cell C5, enter a formula that uses the SUM function and structured
references to calculate 2016 sales for all customers.

14. In cell D5, enter a formula that uses the SUMIF function and structured
references to calculate 2016 sales for customers with a Priority rating of
High in the CustomersNashua table on the CustomerList worksheet.

15. In cell D6, enter a formula to calculate the percentage of High Priority
Customers Sales out of All Customers 2016 sales. (Tip: The calculation should
divide the 2016 High Priority Customer sales by the total 2016 sales for all
customers.) Format the cell using the Percentage number format with no
decimal places.
New Perspectives Excel 2013 | Tutorial 8: SAM Project 1a

16. In cell C7, enter a formula that uses the AVERAGE function and structured
references to calculate the average tenure of all customers in the
CustomersNashua table on the CustomerList worksheet.

17. In cell D7, enter a formula that uses the AVERAGEIF function and
structured references to calculate the average tenure of customers with a
Priority rating of High in the CustomersNashua table on the CustomerList
worksheet.

18. In cell C8, enter a formula to calculate the average sales per customer for all
customers. (Tip: To calculate this average, divide the total 2016 sales (cell
C5) by the total number of customers (cell C4) rather than using the
AVERAGE function.)

19. In cell D8, enter a formula to calculate the average sales per High Priority
Customer. (Tip: To calculate this average, divide the total 2016 sales for high
priority customers (cell D5) by the total number of high priority customers
(cell D4) rather than using the AVERAGEIF function.)

Your workbook should look like the Final Figures below and on the following page. Save your
changes, close the workbook, and exit Excel. Follow the directions on the SAM website to
submit your completed project.

Final Figure 1-1: CustomerList worksheet, Cells A1:L27

Microsoft product screenshots used with permission from Microsoft Corporation.

Copyright 2014 Cengage Learning. All Rights Reserved.
New Perspectives Excel 2013 | Tutorial 8: SAM Project 1a

Final Figure 1-2: CustomerList worksheet, Cells M1:S14

Copyright 2014 Cengage Learning. All Rights Reserved.

New Perspectives Excel 2013 | Tutorial 8: SAM Project 1a

Final Figure 2: Customer Analysis worksheet

Copyright 2014 Cengage Learning. All Rights Reserved.