Exp22_Excel_AppCapstone_CompAssessment_Manufacturing_Instructions
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Grader - Instructions
Excel 2022 Project
Exp22_Excel_AppCapstone_CompAssessment_Manufacturing
Project Description:
You have recently become the CFO for Beta Manufacturing, a small-cap company that produces auto parts. As you step into
your new position, you have decided to compile a report that details all aspects of the business, including employee tax
withholding, facility management, sales data, and product inventory. To complete the task, you will duplicate existing
formatting, utilize various conditional logic functions, complete an amortization table with financial functions, visualize data with
PivotTables, and lastly import data from another source.
Steps to Perform:
Step
Instructions
Points
Possible
1
Start Excel. Download and open the file named
Exp22_Excel_AppCapstone_ComprehensiveAssessment-
Manufacturing.xlsx
. Grader has
automatically added your last name to the beginning of the filename.
0
2
Group all the worksheets in the workbook and fill the range A1:F1 from the Insurance
worksheet across all worksheets including the formatting. Ungroup the worksheets after the fill
is complete and ensure the Insurance worksheet is active.
3
3
Click cell I5, and enter a function that determines the number of full-time employees, (
FT
).
3
4
Enter a database function in cell I6 that determines the average salary of all full-time
employees with at least one dependent. Format the results in Accounting Number Format.
2
5
Use the XLOOKUP function in cell E5 that returns the tax deduction amount for the number of
dependents listed in the
cell C5. Use the table in range H13:I17 to complete the function. The
maximum deduction is $500.00; therefore, employees with more than four dependents will
receive no additional deductions. Set the XLOOKUP match mode to appropriately reflect this
deduction.
4
6
Use Auto Fill to copy the function down, completing column E. Be sure to use the appropriate
cell referencing. Format the data in column E with the Accounting Number Format.
4
7
Enter a logical function in cell F5 that calculates employee FICA withholding. If the employee
is full-time and has at least one dependent, then he or she pays 7% of the annual salary minus
any deductions. All other employees pay 5% of the annual salary minus any deductions. Copy
the function down through column F. Format the data in column F with Accounting Number
Format.
3
8
Apply conditional formatting to the
range C5:C34 that highlights any dependents that are
greater than
3
with Light Red Fill and Dark
Red Text.
4
9
Click cell H10, and enter an AVERAGEIFS function to determine the average salary of full-time
employees with at least one dependent. Format the results in
Accounting Number Format.
3
10
Use Advanced Filtering to restrict the data to only display full-time employees with at least one
dependent. Place the results in cell A37. Use the criteria in the range H24:M25 to complete the
function.
2
11
Ensure that the Facilities worksheet is active. Use Goal Seek to reduce the monthly payment
in cell B6 to the optimal value of $
6000
. Complete this task by changing the Loan amount in
cell E6.
5
12
Ensure that the Facilities worksheet is active. Enter a reference to the beginning loan balance
in cell B12 and
enter a reference to the payment amount in
cell C12
.
4
Created On: 05/26/2022
1
Exp22_Excel_AppCapstone_CompAssessment - Manufacturing 1.1
Grader - Instructions
Excel 2022 Project
Step
Instructions
Points
Possible
13
Create the following three scenarios using Scenario Manager. The scenarios should change
the cells B7, B8, and E6.
Good
B7 =
.0325
B8 =
5
E6 =
275000
Most Likely
B7 =
.057
B8 =
5
E6 =
312227.32
Bad
B7 =
.0700
B8 =
3
E6 =
350000
Create a Scenario Summary Report based on the value in cell B6. Format the new report
appropriately.
5
14
Enter a function in cell D12, based on the payment and loan details, that calculates the
amount of interest paid on the first payment. Be sure to use the appropriate absolute, relative,
or mixed cell references.
3
15
Enter a function in cell E12, based on the payment and loan details, that calculates the
amount of principal paid on the first payment. Be sure to use the appropriate absolute, relative,
or mixed cell references.
3
16
Enter a formula in cell F12 to calculate the remaining balance after the current payment. The
remaining balance is calculated by subtracting the principal payment from the balance in
column B.
2
17
Enter a function in
cell G12, based on the payment and loan details, that calculates the
amount of cumulative interest paid on the first payment. Be sure to use the appropriate
absolute, relative, or mixed cell references.
3
18
Enter a function in cell H12, based on the payment and loan details, that calculates the
amount of cumulative principal paid on the first payment. Be sure to use the appropriate
absolute, relative, or mixed cell references.
3
19
Enter a reference to the remaining balance of payment 1 in
cell B13. Use the fill handle to
copy the functions created in the prior steps down to complete the amortization table.
3
20
Ensure the Sales worksheet is active. Enter a function in cell B8 to create a custom
transaction number. The transaction number should be comprised of the item number listed in
cell C8 combined with the quantity in
cell D8 and the first initial of the payment type in cell E8.
Use Auto Fill to copy the function down, completing the data in column B.
7
21
Enter a nested function in
cell G8 that displays the word
Flag
if the Payment Type is
Credit
and the Amount is greater than or equal to $
4000
. Otherwise, the function will display a blank
cell. Use Auto Fill to copy the function down, completing the data in column G.
7
22
Create a data validation list in cell D5 that displays
Quantity
,
Payment Type
, and
Amount
.
5
23
Type the Trans#
30038C
in cell B5, and select
Quantity
from the validation list in cell D5.
2
Created On: 05/26/2022
2
Exp22_Excel_AppCapstone_CompAssessment - Manufacturing 1.1
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These questions relate to the Integrated Analytics Case: Bene Petit. Select the appropriate eBook link to open the Case
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Bene Petit
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