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Shelly Cashman Excel 365 | Module 11: SAM Critical Thinking Project C
Radius Electronics
COLLABORATE AND DEVELOP A USER INTERFACE
PROJECT STEPS
1. Nari Han is a sales manager at Radius Electronics, a manufacturer of cell phone accessories and other electronic products. She is developing an Excel workbook for sales representatives to use when contacting current and prospective customers. She is also using the workbook to track quarterly sales the representatives have made. She asks for your help in completing the workbook and making it easier to use.

Go to the New Products worksheet, which lists the unit prices for five new products. Nari asked Martin Cisneros, the vice president of sales and marketing, to review the workbook. Read and respond to his comments.
a. Read the comment for the AudioLink unit price. Martin Cisneros intended this comment to remain in the workbook as a reminder to sales representatives. Edit the comment to use repeat to correct the spelling error.
b. Read the next comment for the SlimSet product name. Martin inserted this comment for Nari only. Delete the comment.
c. Nari recalls a recent discussion about reducing the price of the Trice three-in-one charger. In the cell containing the unit price for the Trice product, insert the following comment to Martin:
Have we decided to reduce this price?
2. Nari wants you to customize the appearance of this workbook by changing a theme color and theme font. She also wants all new workbooks in the Sales and Marketing Department to reflect these changes.

Create a custom theme.
a. Create a custom color scheme named Radius that uses Indigo, Accent 5, Darker 25% as the Text/Background - Dark 2 color.
b. Create a custom font set named Radius that uses Century Gothic as the Heading font and Gill Sans MT as the Body font.
c. Save the new settings as a custom theme using Radius as the name of the new theme.
3. Go to the Sales worksheet, which contains the quarterly sales for the new products. Nari asks you to make the sales numbers easier to interpret.

Apply the Currency number format with 0 decimal places and the $ symbol to the sales numbers for Q1–Q4 and the totals.
4. Nari wants to show how the individual and total sales of each product changed from one quarter to another.

Use the Quick Analysis tool to add Line sparklines to the blank range in the Quarterly Sales table to chart the Q1–Q4 values and totals for each type of product.
5. Nari created the Quarterly Sales chart to illustrate the sales per quarter for the company's new products.

Identify each product by adding a legend to the bottom of the chart.
6. Nari asks you to provide a way to examine sales for only the SlimSet and Trice products. Create a custom view of the Sales worksheet to meet Nari's request.
7. Nari created another custom view that shows the Sales worksheet in Page Layout view in preparation for printing. Nari asks you to display those settings now.

Show the Page Layout custom view in the Sales worksheet.
8. Go to the Contacts worksheet, which serves as a form for entering information about customer contacts. The worksheet is not finished, and Nari asks you to complete it.

In the "For Office Use Only" area, in the cell that should display the customer's first name, enter a formula without using a function that displays the customer's first name from the cell named First_Name.
9. Sales representatives contact a customer for one of five reasons. Add a fifth reason to the Reason for Contact section.
10. Nari asks you to add a check box to the Products section.
11. Nari created a macro in Visual Basic named ClearForm that clears the form for a new customer contact. Add a button to run the macro.
12. Nari asks you to change the format of the Save Data button so that it matches the Clear button. Change the format.
a. Use the text Save as the caption of the command button.
b. Change the font to 11-point Gill Sans MT.
13. Nari also created a macro named PrintCustomer that specifies printing settings and prints the customer information. Add a button to run the macro.
14. Nari is planning to send the workbook to the Radius Electronics sales representatives. Because not all of them have the latest version of Excel, she asks you to check the compatibility of the workbook.
a. Check the compatibility of the workbook.
b. Copy the Compatibility Report to a new worksheet. Change the worksheet name to Compatibility Report, if necessary.
15. Nari wants to make sure the worksheets cannot be moved until the sales representatives need to use it.

Protect the workbook.
a. Protect the workbook structure using radius! as the password.
b. Mark the workbook as final.