#Exp19_Excel_Ch10_Cap_Auto_Sales
#Exp19 Excel Ch10 Cap Auto Sales
#OpenExcel #FileDownload
#PowerQuery #ImportCSV
#RenameWorksheet #Agents
#PowerQuery #ImportAccess
#RenameWorksheet #Sales
#PowerQuery #ImportText #SetHeaders
#RenameWorksheet #CustomerLeads
#DataModel #AddTables
#DefineRelationship #AgentID
#PowerPivot #PivotTable #Sheet1
#FormatCells #AccountingFormat
#InsertPivotChart #ClusteredColumn
#AddChartTitle #Sales
#RenameWorksheet #SalesAnalysis
#3DMap #LocationDimension #Zoom
#EditScene #WestCoast #SceneDuration #TransitionEffect
#AddScene #EastCoast #RepositionMap
#EditScene #SceneDuration #TransitionEffect
#EditConnectionProperties #AutoRefresh
#SaveFile #CloseExcel #Submit
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To complete the Excel project for Oxford Auto Sales, follow the steps below. Each step corresponds to a specific task outlined in your project description. I'll guide you through each part:
Steps to Complete the Project:
1. Start Excel: Open Excel and download the file named Exp19_Excel_Ch10_Cap-AutoSales.xlsx. Ensure that your last name is part of the filename (Grader may have done this for you).
2. Import the Agents Data:
o Go to the Data tab.
o Use Get & Transform Data and select From Text/CSV.
o Locate and import the file named e10c1Agents.csv.
o Load the data into a new worksheet.
3. Rename the Worksheet:
o Right-click the worksheet tab and rename it to Agents.
4. Import the Vehicles Table:
o Again, under the Data tab, use Get & Transform Data and select From Access.
o Locate and import the Vehicles table from e10c1Vehicles.accdb.
o Load the data into a new worksheet.
5. Rename the Worksheet:
o Right-click the worksheet tab and rename it to Sales.
6. Load Customer Leads Data:
o Use Get & Transform Data and select From Text/CSV.
o Import the e10c1Customer_Leads.txt file.
o In the Power Query Editor, ensure that the first row is used as headers.
o Close and load the table into a new worksheet.
7. Rename the Worksheet:
o Right-click the worksheet tab and rename it to Customer_Leads.
8. Add Tables to Data Model:
o Add the Vehicles, e10c1Agents, and e10c1Customer_Leads tables to the data model. This can be done by checking the "Add this data to the Data Model" box when loading data or using the Manage Data Model option under the Data tab.
9. Define Relationships:
o Go to the Data tab and select Manage Data Model.
o Define a relationship between the AgentID field in the e10c1Agents table and the AgentID field in the Vehicles table.
10. Create a PivotTable:
o Insert a PivotTable on Sheet1, starting in cell B3.
o In the PivotTable, add the Last field from the e10c1Agents table to the Rows area.
o Add the Price field from the Vehicles table to the Values area.
11. Format the Values:
o Format the range C4:C20 with the Accounting Number Format.
12. Insert a Pivot Chart:
o Insert a Clustered Column Pivot Chart.
o Position the chart so that the upper left corner is in the center of cell D3.
13. Add a Chart Title:
o Set the Chart Title to Sales.
14. Rename the Worksheet:
o Rename this worksheet to SalesAnalysis.
15. Create a 3D Map:
o Go to the Insert tab and select 3D Map.
o Use the Vehicles table and add City and State to the Location dimension.
o Zoom in so that Los Angeles fills the entire map.
16. Edit Scene 1:
o Rename Scene 1 to West Coast.
o Set the Scene duration to 6 seconds.
o Set the Transition Effect to Dolly.
17. Add a New Scene:
o Add a new scene called East Coast.
o Zoom out and reposition the map to view the Eastern seaboard.
18. Set the New Scene's Properties:
o Set the Scene duration to 6 seconds.
o Set the Transition Effect to Dolly.
19. Edit Connection Properties:
o Edit the connection properties of e10c1Agents.CSV, e10c1Vehicles.accdb, and e10c1Customer_Leads.txt.
o Set these to refresh when opening the file.
20. Save and Submit:
o Save and close the file Exp19_Excel_Ch10_Cap-AutoSales.xlsx.
o Exit Excel and submit the file as directed by your instructor or platform.
This guide provides a structured approach to completing your Excel project. If you follow these steps carefully, you'll be able to successfully generate the report for Oxford Auto Sales. Let me know if you need further assistance with any specific step!
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