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New Perspectives Excel 365/2021 | Module 11: End of Module Project 1 | NP_EX365_2021_EOM11-1 | Qualey Consulting

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#New Perspectives Excel 365/2021 | Module 11: End of Module Project 1
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PROJECT STEPS
1. Nadia Ivanov is a partner at Qualey Consulting, a consulting firm with headquarters in Hoboken, New Jersey. She uses an Excel workbook to track sales related to consulting projects and asks for your help in summarizing project data. To do so, you will use database functions and advanced PivotTable features.
Go to the Sales Report worksheet, which contains a table named Sales listing details about consulting projects completed in 2024. In the range M3:P8, Nadia wants to summarize project information. Start by calculating the number projects for clients in each business category. In cell N4, enter a formula using the COUNTIF function that counts the number of projects for clients in the Banking category, checking that the Category column in the Sales table (Sales[Category]) is equal to the value in cell M4. Fill the range N5:N8 with the formula in cell N4.
2. In column O, Nadia wants to calculate the total sales for each category. In cell O4, enter a formula using the SUMIF function that totals the sales for Banking projects, checking that the Category column in the Sales table is equal to the value in cell M4, and that the formula totals the sales for all four quarters (Sales[Total Sales]). Fill the range O5:O8 with the formula in cell O4.
3. In column P, Nadia wants to calculate the average sales for each category. In cell P4, enter a formula using the AVERAGEIF function that averages the sales for Banking projects, checking that the Category column in the Sales table is equal to the value in cell M4, and that the formula averages the sales for all four quarters (Sales[Total Sales]). Fill the range P5:P8 with the formula in cell P4.
4. Nadia needs to identify the number of projects that have total sales more than $10,000 and those for client KERRA. In cell N12, create a formula using the DCOUNT function to count the number of projects with total sales of more than $10,000, using the data in the entire Sales table (Sales[#All]) and counting the values in the Total Sales column ("Total Sales") that are equal to the values in the range M10:M11.
5. In cell N16, create a formula using the DCOUNTA function to count the number of projects for client KERRA, using the data in the entire Sales table (Sales[#All]) and counting the values in the Client ID column ("Client ID") that are equal to the values in the range M14:M15.
6. Nadia also needs to calculate the total sales for marketing plans and the average sales for clients in New Jersey. In cell N20, create a formula using the DSUM function to calculate the total sales for marketing plans, using the data in the entire Sales table (Sales[#All]) and totaling the values in the Total Sales column ("Total Sales") for services equal to the values in the range M18:M19.
7. In cell N24, create a formula using the DAVERAGE function to calculate the average sales for clients in New Jersey, using the data in the entire Sales table (Sales[#All]) and averaging the values in the Total Sales column ("Total Sales") for clients in states equal to the values in the range M22:M23.
8. Go to the Sales by Category worksheet. Nadia has created a PivotTable named CategoryPivot to list the sales by business category, date, and service type. The data would be easier to interpret if the dates appeared as quarter numbers. Group the Start Date field values by Quarters only. Change the report layout to Compact Form to make the PivotTable look less cluttered.