Shelly Cashman Excel 2016 | Module 3: SAM Project 1a

Pick Up Motors
WORKING WITH LARGE WORKSHEETS, CHARTING, AND WHAT-IF ANALYSIS

GETTING STARTED
 Open the file SC_EX16_3a_FirstLastName_1.xlsx, available for download
from the SAM website.

 Save the file as SC_EX16_3a_FirstLastName_2.xlsx by changing the “1” to

a “2”.

o If you do not see the .xlsx file extension in the Save As dialog box, do
not type it. The program will add the file extension for you automatically.

 With the file SC_EX16_3a_FirstLastName_2.xlsx still open, ensure that

your first and last name is displayed in cell B6 of the Documentation worksheet.

o If cell B6 does not display your name, delete the file and download a new
copy from the SAM website.

PROJECT STEPS
1. Charlie is a salesman at Pick Up Motors car dealership. He is performing a
detailed analysis of his sales for the first half of 2018, including representing his
sales and commissions with graphs.

Switch to the 2018 Jan-Jun Sales worksheet, and then remove the panes from
the worksheet. (Hint: Deselect the Split option from the View tab.)

2. Freeze rows 1 and 2. (Hint: Select cell A3 before freezing panes.)

3. Change the width of column A to 31.00. (Hint: Do not use AutoFit.)

4. Select the range B4:D4 and, using the Fill Handle, fill the range E4:G4 with
consecutive months.

5. In cell H5, create a Column Sparkline based on the data in the range B5:G5.
Copy the Sparkline you created in cell H5 to the range H6:H9.

6. Using the Format Painter, copy the formatting from the range G5:G9 to the
range H5:H9.

7. Copy the contents of the range B4:G4 to the range B12:G12.

8. Apply the Percentage number format with zero decimal places to the range
B13:G13 and the nonadjacent cell B33.

9. Select the merged range A15:A27, and then rotate the cell contents to 90
degrees (Hint: The text should read from bottom to top).

10. In the stacked column chart (with the title Monthly Sales per Vehicle Type), add
Month as the primary horizontal axis title and Sales Amount as the primary
vertical axis title.
Shelly Cashman Excel 2016 | Module 3: SAM Project 1a

11. In the stacked column chart (with the title Monthly Sales per Vehicle Type),
change the number format of the vertical axis to Accounting style with zero
decimal places.

12. In the 3-D pie chart (titled Monthly Sales Contribution to Six-Month Sales Total)
change the chart style to Style 1 (1st column, 1st row of the Chart Styles
palette).

13. Add data labels to the 3-D pie chart using the Outside End style.

14. Charlie wants to calculate his gross monthly sales commissions. The rule is that
he receives a commission of 2.5% of his total monthly sales if he sold more
than $400,000 worth of vehicles. Otherwise, he only gets 1.5% of his total
monthly sales amount.

In cell B31, create a formula using the IF function to check whether the value
of cell B9 is greater than 400000.

a. If this condition is true, the function should multiply cell B9 by 2.5% to

determine Charlie’s commission. (Hint: For the if true value, use
B9*0.025.)

b. If this condition is false, the function should multiply the value in cell B9
by 1.5% to determine Charlie’s commission. (Hint: For the if false value,
use B9*0.015.)

Copy the formula in B31 to the range C31:G31.

15. After deductions, Charlie’s net monthly commission is only 85% of his gross
monthly commission.

In cell B32, create a formula that multiplies the value of cell B31 (Charlie’s
gross monthly commission) by the value of cell B33 (Charlie’s net commission
percentage). Use an absolute reference to cell B33 (because the net
commission percentage won’t change) and a relative reference to cell B31.

Copy the formula in cell B32 to the range C32:G32.

16. In cell H31, create a Line Sparkline based on the data in the range B31:G31.
Copy the Sparkline you created in cell H31 to cell H32 without copying the
formatting.

Update the Line Sparklines as described below:

a. Change the Sparkline type to Column.

b. Change the Sparkline style to Sparkline Style Dark #4 (4th column, 5th
row of the Sparkline Styles palette [Mac Hint: 7th column, 4th row]). (Hint:
Depending on your version of Office, the Sparkline style may appear as
Black, Sparkline Style Dark #4.)

17. In the range A31:A32, increase the indent of the cell contents once.

18. Charlie’s goal is to make a net commission of $60,000 for the second half of
2018 (July through December), using the estimate that his gross commission
rate will be an average of 2% (cell B37) across the second half of the year.

Select cell B39, and then use Goal Seek to determine what value of cell B36
(Estimated 6 Month Sales Total) is necessary to set the value of cell B39 to
60000. Leave the result of the Goal Seek analysis as the new value of cell B36.
Shelly Cashman Excel 2016 | Module 3: SAM Project 1a

19. In cell B40, insert a formula using the NOW function to enter the system
current date into the cell, and then apply the Short Date number format (e.g.,
3/15/2019).

20. Use the Recommended Charts tool to create a Clustered Column chart based
on the range A30:G32 with the following options:

a. Move the chart to its own chart sheet, and then enter Commissions
2018 as the name of the new chart sheet. If necessary, reposition the
worksheet so it is located before the 2018 Jan-Jun Sales worksheet.

b. Use Sales Commissions - January to June 2018 as the chart title.

c. In the clustered column chart add Month as the primary horizontal axis
title and Commission as the primary vertical axis title.

Your workbook should look like the Final Figures on the following pages. (The value in
cell B36 generated by the Goal Seek analysis has been intentionally blurred in Final
Figure 1.) Save your changes, close the workbook, and then exit Excel. Follow the
directions on the SAM website to submit your completed project.

Final Figure 1: 2018 Jan-Jun Sales Worksheet

Shelly Cashman Excel 2016 | Module 3: SAM Project 1a

Final Figure 2: Commissions 2018 Worksheet