New Perspectives Excel 2019 | Module 10: SAM Critical Thinking Project 1c Lighting Designs ANALYZE DATA WITH POWER TOOLS GETTING STARTED Open the file NP_EX19_CT10c_FirstLastName_1

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New Perspectives Excel 2019 | Module 10: SAM Critical Thinking Project 1c

Lighting Designs

ANALYZE DATA WITH POWER TOOLS

GETTING STARTED

• Open the file NP_EX19_CT10c_FirstLastName_1.xlsx, available for download from the SAM website.
• Save the file as NP_EX19_CT10c_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.
• To complete this SAM Project, you will also need to download and save the following data files from the SAM website onto your computer:
  • Support_EX19_CT10c_Summary.csv
  • Support_EX19_CT10c_LD.accdb
• With the file NP_EX19_CT10c_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.
• To complete this project, you need to add the Power Pivot tab to the ribbon as follows:
  • From the File tab, click the Options button. In the Data Options section of the Data tab, click the check box next to "Enable Data Analysis add-ins: Power Pivot, Power View and 3D Map", and then click OK.
• When downloading Access support files, your browser may display a warning message similar to "This type of file can harm your computer." SAM Project files are always considered safe, so you can disregard this message.

• PROJECT STEPS

1. Jacob Sherman is the director of sales for Lighting Designs, a store and website that cater to building contractors in five locations in the Seattle area. Jacob asks for your help in producing a sales report. He wants to analyze sales for the past year and project future sales for all the stores. To create the report, you need to import data from various sources and use Excel Power tools.
   Go to the Sales Summary worksheet, where Jacob wants to display a summary of the company's annual sales since the first store opened in the year 2000. He has a text file that already contains this data.
   Use Power Query to create a query and load data from a CSV file into a new table as follows:
   1. Create a new query that imports data from the Support_EX19_CT10c_Summary.csv text file.
   2. Edit the query to remove the Units Sold and Notes columns.
   3. Close and load the query data to a table in cell A2 of the existing worksheet.
2. Go to the Previous Year worksheet, which lists the sales per month for the previous year in a table and compares the sales in a chart. Jacob imported this data from the Orders table in an Access database. He wants to track the changes in monthly sales and project the first six months of this year''s monthly sales.
   Create a forecast sheet as follows to provide the data Jacob requests:
   1. Based on the entire table of data in the Previous Year worksheet, create a forecast sheet.
   2. Use 6/30/2022 as the Forecast End date to forecast the next six months.
   3. Use Six Month Forecast as the name of the new sheet.
   4. Resize and move the forecast chart so that it covers the range C2:E13.
3. Go to the Stores worksheet. Jacob wants to display information about lighting products purchased according to store and manufacturer. He has been tracking this data in an Access database. Import the data from the Access database as follows:
   1. Create a new query that imports data from the Support_EX19_CT10c_LD.accdb database.
   2. Select the 2021_Orders, Products, and Purchases tables for the import.
   3. Only create a connection to the data, and then add the data to the Data Model. On the Stores worksheet, Jacob wants to show the categories of products sold in each of the company's five stores during 2021.
   4. In cell A2 of the Stores worksheet, use Power Pivot to insert a PivotTable based on the data in the 2021_Orders table.
4. Edit the PivotTable as follows to provide this information for Jacob:
   1. Use the following fields from the 2021_Orders table in the PivotTable:
      · Category field for the row headings
      · StoreCity field for the column headings
      · ItemQty field for the values
   2. Use Products Sold as the custom name of the Sum of ItemQty field.
   3. Use Lighting Products to replace "Row Labels", and then resize the first column to its best fit.
   4. Use Stores to replace "Column Labels".
5. Jacob occasionally would like to focus on the number of lighting products sold in the five stores per month. Add a Timeline Slicer as follows to the Stores worksheet:
   1. Insert a Timeline Slicer that uses the OrderDate field from the 2021_Orders table.
   2. Move and resize the Timeline Slicer so it covers the range A12:G18.
   3. Scroll the Timeline Slicer to display all periods.
6. Jacob also wants to examine the percentage that each type of lighting product contributed to total sales in each store. Create a PivotChart as follows:
   1. Based on the PivotTable on the Stores worksheet, create a 100% Stacked Column PivotChart.
   2. Move and resize the PivotChart so that it covers the range H2:N16.
7. Go to the Manufacturers worksheet. Jacob wants to compare products sold by category and manufacturer. This data is stored in the Purchases and Products tables. Create a PivotTable as follows that provides the products sold by manufacturer information:
   1. In cell A2, use Power Pivot to insert a PivotTable in the Manufacturers worksheet.
   2. Use the following fields in the PivotTable:
      · Manufacturer field from the Products table for the row headings
      · Category field from the Products table for the column headings
      · ItemQty field from the Purchases table for the values
8. In order to relate the data in the Products and Purchases tables to make a proper comparison, use the Power Pivot window to create a relationship between the Purchases and Products tables based on the ItemID field.
9. Jacob asks you to create another way to visualize the products sold by manufacturer. Create a PivotChart as follows:
   1. Based on the PivotTable on the Manufacturers worksheet, create a Stacked Bar PivotChart.
   2. Move and resize the PivotChart so that it covers the range I2:O25.
   3. Hide all the field buttons in the PivotChart.
10. Jacob also wants to be able to focus on a single category of product at a time. Add a slicer to the PivotChart as follows:
    1. Add a slicer based on the Category field from the Products table.
    2. Move the slicer below the PivotChart so that it covers the range I26:K38.
    3. Use the slicer to filter the PivotTable and PivotChart to show only products in the Commercial category.

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.

Final Figure 1: Sales Summary Worksheet

Final Figure 2: Six Month Forecast Worksheet

Final Figure 3: Previous Year Worksheet

Final Figure 4: Stores Worksheet

Final Figure 5: Manufacturers Worksheet