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San Diego State University Electronics Shop Inventory Worksheet

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OBJECTIVE: GAIN EXPERIENCE WORKING WITH FUNCTIONALITY, MORE COMPLEX FORMULAS (CONCAT, PROPER, UPPER, LOWER, ROUNDUP, ETC). ALSO, LEARN ABOUT ANALYZING DATA WITH SLICERS AND A PIVOT TABLE.

DIRECTIONS: FOLLOW ALL OUTLINED STEPS BELOW. THESE ARE ALSO INSIDE OF THE FILE PROVIDED TOO. PLEASE READ THEM CAREFULLY. EVERYTHING YOU NEED TO COMPLETE THIS EXERCISE IS PROVIDED HERE.



WHAT TO SUBMIT: SUBMIT THE COMPLETED WORKBOOK. SAVED WITH YOUR NAME AT THE END AND IN .XLSX TYPE ONLY!

Directions: Please follow ALL STEPs in Order. Read carefully. They are detailed.
To Do’s – Sample Set – Inventory Sheet
Step 1 apply a sheet tab color (any one)
Step 2 merge & center title – cell styles/title
Step 3 date – replace with “=today()” formula
Step 4 replace shaded column with your own Business items data. Remove shading
Step 5 add in your own pricing, qty, and type (according to your business items). Remove shading
Step 6 format data as a table. Pick a selection – Home/styles/format as table
Step 7 correct error in column A5-A14
Step 8 name ranges – formula/defined names/create from selection
Step 9 totals column F – enter in a “named ranges” formula. Hint: “=Price*Qty”
Step 10 add in formula in col B at end “=counta(enter in range)”
Step 11 create a copy of this sheet tab & name “Analyzed-Inventory”
To Do’s – Analyzed – Inventory Sheet
Step 1 apply a sheet tab color (any one)
Step 2 add an “Item” slicer. Hint: insert/filters/slicer
Step 3 add a total rows in A15, 16, 17, 18, & 19 (cell styles home tab)
Step 4 D15-E15 enter in a sum formula for “price & qty” columns
Step 5 B16 type in “Rounded”
Step 6 B17 type in “Max Price”
Step 7 B18 type in “Min Price”
Step 8 B19 type in “Average Price”
Step 9 D16-E16 RoundUp formula for “price & qty” columns
Hint: “=RoundUp(d15,0)” etc.
Note: you are rounding up the data from D16.E16
Step 10 D17 enter in Max formula
Step 11 D18 enter in Min formula
Step 12 D19 enter in Average formula
Step 13 go to any cell in the table. Then add a pivot table.
Hint: insert/charts/pivotchart/pivot chart & pivot table
Step 14 select “existing worksheet” option & select a blank range of cells next to table somewhere.
Step 15 hit “ok” and check off some areas like “sum of Price and sum of Qty” etc
Step 16 experiment with filtering your data via “row labels” on pivot table
To Do’s – Suppliers Sheet
Step 1 apply a sheet tab color (any one)
Step 2 A1 merge & center and apply Title style. Hint: cell styles/title
Step 3 follow all directions in rows B3-J4
Step 4 Do not forget to HIDE columns B, C, D, F, G
Step 5 format as a table. Hint: home/styles/format as table
Step 6 insert a slicer based on NAME column
Step 7 when finished, please HIDE ALL THESE DIRECTIONS (COLUMNS G & H!