New Perspectives Excel | Module 7 End of module project 2 Content Shop SUMMARIZING YOUR DATA WITH PIVOTTABLES GETTING STARTED Open the file NP_EX19_EOM7-2_FirstLastName_1

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New Perspectives Excel | Module 7 End of module project 2

Content Shop

SUMMARIZING YOUR DATA WITH PIVOTTABLES

GETTING STARTED

• Open the file NP_EX19_EOM7-2_FirstLastName_1.xlsx, available for download from the SAM website.
• Save the file as NP_EX19_EOM7-2_FirstLastName_2.xlsx by changing the “1” to a “2”.
• 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 NP_EX19_EOM7-2_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. Alex Makula is a project manager for the Content Shop, an online firm based in New Haven, Connecticut, that provides written content for websites. Alex is compiling data on the contract writers and editors the company works with, and he asks for your help completing the workbook and analyzing the data. Switch to the Contract Writers worksheet, where Alex created a formula with the VLOOKUP function to look up contractor names by their Contractor ID. Other project managers will use this workbook, and he wants to alert them when they enter an incorrect ID number. In cell B4, nest the existing VLOOKUP function in an IFERROR function. If the VLOOKUP function returns an error result, display "Invalid Contractor ID" as the error text.
2. Alex needs to complete the Writers table in the range A7:I27. First, determine whether each contractor can write questions and answers for information websites. In cell G8, enter a formula using the IF function that uses a structured reference to the Years column ([@Years]) to determine if the value is greater than 1. The formula returns the text Yes if true and No if false. Fill the formula into the range G9:G27, if necessary.
3. Contractors who can write reviews must have at least 2 years of experience or an average evaluation rating from Contract Shop managers of 7 or more. In cell H8, enter a formula using the IF and OR functions to determine whether the value in the Years column is greater than or equal to 2 OR whether the value in the Avg Eval column is greater than or equal to 7. Use a structured reference to both columns ([@Years] and [@[Avg Eval]]). The formula returns the text Yes if a contractor meets one or both of the criteria, and it returns No if a contractor meets neither criteria. Fill the formula into the range H9:H27, if necessary.
4. Contractors can take copywriting assignments if they have at least 3 years of experience and a customer score of at least 7. In cell I8, enter a formula using the IF and AND functions to determine whether the value in the Years column is greater than or equal to 3 AND whether the value in the Avg Score column is greater than or equal to 7. Use a structured reference to both columns ([@Years] and [@[Avg Score]]). The formula returns the text Yes if a contractor meets both criteria or the text No if a contractor meets none or only one of the criteria. Fill the formula into the range I9:I27, if necessary.
5. Switch to the Editing PivotTable worksheet. It contains the EditingProjects PivotTable, which is based on the Editors table on the Editing Projects worksheet. Display the PivotTable Field List, and then remove the Average of Total Projects field from the Values

Move the GroupID field so that it appears as the second field in the Rows area to make the PivotTable easier to interpret.

6. Alex wants another way to compare the editing projects by level, but not by group. Collapse the outline in the EditingProjects PivotTable to display the Level names and to hide the Group IDs. Insert a PivotChart based on the EditingProjects PivotTable using the Stacked Column chart type. Resize and reposition the PivotChart so that the upper-left corner is located within cell A12 and the lower-right corner is located within cell F25. Change the PivotChart colors to Monochromatic Palette 5 to coordinate with the PivotTable.
7. Alex needs to concentrate on copywriting and internal editing projects. Use the Specialty slicer to filter the PivotTable and PivotChart to display only Copywriting and Internal editing projects.
8. Switch to the Platinum Editing Groups worksheet, which includes the Platinum table listing editing project data for groups at the Platinum level, the highest editing level in the company. Alex wants to display statistics in cells B15 and B17. In cell B15, use the INDEX function to display the value in the first row and first column of the Platinum table.
9. In cell B17, use the SUMIF function and structured references to display the total number of projects completed by groups with the Reviews specialty.
10. Alex wants to compare the Platinum group data for January by specialty. He asks you to create a PivotTable to better manipulate and filter the data. On a new worksheet, create a recommended PivotTable based on the Platinum table that shows the Sum of Jan by Specialty. [Mac Hint - Insert a new PivotTable on a new worksheet, adding the Specialty field to the Rows area and the Jan field to the Values area.] Use Platinum PivotTable for the name of the worksheet containing this PivotTable. Apply Rose, Pivot Style Medium 13 to match the style of the other tables in the workbook.
11. Alex asks you to customize the new PivotTable to show more details and to provide a filter. Add the Total Projects field to the Values area below the Sum of Jan field. Add the Group ID field to the Rows area below the Specialty field. Add the Project Type field to the Filters area. Change the display of subtotals to Show all Subtotals at Bottom of Group.
12. Alex also wants to focus on data for repeat projects only and to display the records for reviews. Filter the PivotTable to show only records with a Repeat project type. Drill down into cell C15 to show all records for Reviewing projects with a Repeat project type on a new worksheet. Use Repeat Reviews as the name of the new worksheet. Apply Red, Table Style Medium 6 to the table.

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