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PROJECT STEPS
1. Woon Seong runs a small web design agency in Champaign, Illinois, and is developing an Excel workbook that her partners can use to track and interpret data about clients, projects, and invoices. She asks for your help in setting up tools to analyze the data and to automate the workbook to make it easier to use.
Go to the Home Page worksheet. Woon wants to include a list of links to resources she and her partners are likely to need. However, the first link she added is unnecessary.
Remove the hyperlink from the text in cell B3.
2. Woon wants to make it easy for users to navigate to the other worksheets. Add links to other places in the workbook as follows:
a. In cell B4, insert a link to cell A1 of the Clients worksheet.
b. In cell B5, insert a link to cell A1 of the Projects worksheet.
c. In cell B6, insert a link to cell A1 of the Invoices worksheet.
3. Woon also wants users to be able to access information about completed projects as they start working on new ones. Woon stores the completed project data in an Excel workbook. Add a link to the file as follows:
a. In cell C4, insert a link to the file Support_EX19_10b_Mac_Completed.xlsx.
b. Add the following text as a ScreenTip that explains what happens when users click the link:
Open a workbook of past project data.
4. WebSmith displays their work for clients on their website. In cell C5, add a link to the www.ws.example.com website.
5. Woon wants to include a way that users can request help from the technical support firm the company uses. In cell C6, add a link to the [email protected] email address.
6. Woon's plan is that when users click the Add Client button in cell C1, the Clients worksheet opens and Excel adds a new, blank record to the Client table, where users can insert the new client information.
Record a macro to automate the Add Client button as follows:
a. Enable all macros in the workbook (if necessary), and then display the Developer tab on the ribbon.
b. Begin recording a macro stored in this workbook using Add_Client as the name of the macro.
c. Display the Clients worksheet, and then add a new blank record to the end of the Client table.
d. Stop recording the macro.
e. Assign the Add_Client macro to the Add Client button on the Home Page worksheet and then run the Add_Client macro to make sure it inserts a new record at the bottom of the Client table on the Clients worksheet.
7. Woon has already created similar macros to add a new project record and a new invoice record. Return to the Home Page worksheet, and then assign the macros to buttons as follows:
a. Assign the Add_Project macro to the Add Project button.
b. Assign the Add_Invoice macro to the Add Invoice button.
8. Go to the Clients worksheet. Woon wants to create PivotTables that include client, project, and invoice data. Woon wants to list and total each project amount by city and signing date. Create a PivotTable that displays this information as follows:
a. Rename the Sheet4 worksheet, using Projects by City as the name of the worksheet.
b. Create a PivotTable based on the Project table in cell B3 of the Projects by City worksheet.
c. Display the City field values as row headings.
d. Display the SigningDate field values as column headings.
e. Add the ProjectAmt field to the Values area to sum the field values.
f. Group the signing dates to display them as years and quarters only. (Hint: Expand the year headings to display the quarter headings, if necessary.)
g. Remove all subtotals from the PivotTable.
9. Woon also wants to list the paid and unpaid invoices for each month and then filter them by project type. Create a PivotTable that displays this information as follows:
a. Rename the Sheet3 worksheet, using Invoices by Month as the name of the worksheet.
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