Ch 4 Independent Project 4-4

  1. Format data in an Excel table.
  2. Sort data in an Excel table.
  3. Import a text file.
  4. Transform data in Power Query.
  5. Sort data by multiple columns.
  6. Add a calculated field in a table.
  7. Create a PivotTable.
  8. Format fields in a PivotTable.
  9. Use the Subtotal command.
  10. Open the Eller-04 start file. If the workbook opens in Protected View, click the Enable Editing button so you can modify it. The file will be renamed automatically to include your name. Change the project file name if directed to do so by your instructor, and save it.
  11. Click the Billable Hours sheet tab and select cell A4.
  12. Click the Format as Table button [Home tab, Styles group], use Light Gray, Table Style Medium 11.
  13. Select cell C6 and type the formula =C5+1 to add one to the date in the previous cell.
  14. AutoFill the formula to copy it to row 51.
  15. Type .5 Add On in cell E4 and press Enter.
  16. Build a formula in cell E5 to add .5 to cell D5 and press Enter to copy the formula. Format results to display two decimal places and apply All Borders.
  1. Copy dates as values.
    1. Select cell C5. Cell C5 is a reference to the TODAY function in cell F2.
    2. Sort the column by date in newest to oldest order. Because the dates are calculated, the formulas are wrong. The date that was originally in cell C5 sorted to row 51 and now has a relative reference to cell F48. (Figure 4-113).Figure 4-113 Errors result when
      calculated dates are sorted
    3. Click the Undo button [Undo group, Home tab] and select cell C5. The formulas are restored.
    4. Select cells C5:C51. You can copy and paste to replace the formulas with the actual dates.
    5. Press Ctrl+C to copy the range to the Clipboard.
    6. Select cell C5 and click the arrow with the Paste button [Home tab, Clipboard group].
    7. Choose Values (Figure 4-114)Figure 4-114 Dates are copied and pasted as values
    8. Press Esc to remove the moving border and click cell C5. Formulas are replaced with the date. Your dates will be different from figures in this text.
  2. Sort the table by date in newest to oldest order. Then sort by product/service in ascending order.
  3. Use Power Query to transform data.
    1. Select the Contracts sheet tab and select cell A4.
    2. Use the From Text/CSV command to preview the EllerText-04.txt file downloaded from the Resources link in the Import Data window.
    3. Click Transform Data in the preview window to open Power Query.
    4. Click the Address column label, press Ctrl, and click the Phone Number label.
    5. Click the Remove Columns button [Home tab, Manage Columns group].
    6. Select and remove these columns: Zip, ID, and First Contact (Figure 4-115).Figure 4-115 Columns removed in Power Query
    7. Scroll the window as needed to see rows 28:43. There are 16 blank rows incorporated in the data. The null text string in the Hours to Date column is a clue.
    8. Click the arrow with the Remove Rows button [Home tab, Reduce Rows group] and choose Remove Bottom Rows.
    9. Type 16 in the Number of rows box and click OK. There are now 27 rows.
    10. Click the arrow with the Close & Load button [Home tab, Close group] and load the data to cell A4 in the existing worksheet.
  4. Place a fomula in a table.
    1. Select cell F4, type Fees as the header, and press Enter.
    2. Select cell F5 and build a formula to multiply the value in cell E5 by 225.
    3. Format the values in column F as Currency with zero decimal places.
    4. Close the Queries & Connections pane.
  5. Sort the data by Fees and then by City, both in ascending order.
  6. Change the font size for cells A1:A2 to 20 pt. and set the font style to bold.
  7. Select cells A1:F2 and center them across the selection.
  8. Copy the Billable Hours sheet to the end and name the copy Data.
  9. Create a PivotTable.
    1. Select cell A5 and click the Table Name box [Table Design tab, Properties group].
    2. Name the table tblHours.
    3. Click the Summarize with PivotTable button [Table Design tab, Tools group]. The range is identified as tblHours.
    4. Verify that New Worksheet is selected and click OK.
    5. Name the sheet PivotTable.
  10. Manage fields in a PivotTable.
    1. Show the Product/Service and Billable fields in the PivotTable.
    2. Drag the Billable field from the Choose fields to add to report area below the Sum of Billable field in the Values area so that it appears twice in the report layout and the pane.
    3. Select cell C4 and open the Value Field Settings dialog box. NOTE: You can select any cell in column C within the PivotTable data in order to complete the following steps to modify the PivotTable column settings.
    4. Type Average Hours as the Custom Name, choose Average as the calculation, and set the Number Format to Number with two decimal places.
    5. Select cell B4 and open the Value Field Settings dialog box. Set its Custom Name to Total Hours and the number format to Number with two decimal places.
    6. Apply Dark Gray, Pivot Style Dark 11 with banded rows and columns.
  11. Select the Data sheet tab and copy cells A1:A2 to cell A1 on the PivotTable sheet. Left align cells A1:A2 on the PivotTable sheet (Figure 4-116).Figure 4-116 Completed PivotTable
  12. Create subtotals.
    1. Copy the Data sheet to the end and name the copy Subtotals.
    2. Select cell A5 and convert the table to a range. You cannot use the Subtotal command in a table.
    3. Select cells A5:E51 and apply No Fill [Home tab, Font group].
    4. Select cells A4:E4 and change the font color to Black, Text 1.
    5. Use the Subtotal command to show a SUM for billable and add on amounts for each product/service.
    6. Apply All Borders to cells A56:E57.
    7. Display only the product/service and grand totals.
  13. Save and close the workbook (Figure 4-117).Figure 4-117 Excel 4-4 completed
  14. Upload and save your project file.
  15. Submit file for grading.

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