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Shelly Cashman Excel 365 | Modules 8-11: SAM Critical Thinking Capstone Project C Pepi PEVs

ANALYZE DATA AND SOLVE PROBLEMS

PROJECT STEPS

Samira Agarwal is a sales manager for Pepi PEVs, a company in Salem, Oregon, that sells personal electric vehicles (PEVs) such as electric scooters, carts, and bicycles. She is using an Excel workbook to analyze the company's sales and related data, and asks for your help in creating advanced types of charts and PivotTables and to automate parts of the workbook for others in the Sales Department.

Go to the Customer Survey worksheet, which is a form sales representatives can send to potential customers and collect information about them. Samira asks you to make it easy for customers to contact the company and find information about products. Add links to the form as follows:

In the first cell below the "Links" heading, add a link to the www.pepi.example.com website.

In the second cell below the "Links" heading, add a link to the [email protected] email address and use Contact Pepi as the ScreenTip.

In the cell containing the "Links" heading, add a comment to provide the following reminder to the sales representatives:
You can change the link in cell J8 to your email address

Samira asks you to finish automating the form, which contains sample data for testing. In the appropriate cell in row 23, enter a formula without using a function that displays the client's city from the named range City.

Add a sixth option to the "How did you hear about Pepi products and services?" section as follows:

Insert an Option Button (Form Control) below the TV ad option button, and then edit the text to display Website as the label.

Format the new option button to link it to the same cell and use the same type of shading as the other option buttons in the section.

Position the Website option button so that its top aligns with the Social media option button to its left, and that its left aligns with the TV ad option button above it.

Add a check box to the "Which products do you want to know more about?" section as follows:

Insert a Check Box (Form Control) in the cell between the Electric scooters and Hoverboards check boxes, and then edit the text to display Electric carts as the label.

Format the new check box to link it to the appropriate cell and use the same type of shading as the other check boxes in the section.

Position the Electric carts check box so that its box aligns with the top of the Electric scooters check box to its left.

Samira created a macro in Visual Basic named ClearData that clears the form for a new client. Add a button to run the macro as follows:

Insert a Button (Form Control) two cells to the right of the Save Data button.

Assign the ClearData macro to the new button.

Edit the text to display Clear on the button.

Change the height to 0.3" and the width to 1".

Align the top of the Clear button with the top of the Save Data button.

Samira asks you to change the format of the Save Data button so that it matches the Clear button.

Change the format as follows:

Edit the text to display Save on the button.

Change the font to 11-point Gill Sans MT (Body).

Test the form as follows to make sure it works as Samira intended:

Use the Save button to run the SaveData macro.

Unhide the Customer Information worksheet to verify that it contains the data from the Customer Survey worksheet, and then hide the Customer Information worksheet.

Go to the Annual Sales worksheet, which contains a table named Top_Sellers with a few errors.

Correct the errors as follows:

Use any error-checking method to determine the source of the #NAME? error for the cell that should calculate the average sales in Year 1, and then correct the error by editing the formula in the cell.

Use the Trace Precedents arrows to find the source of the #VALUE! error.

Correct the formula to show the difference between the Year 2 sales and the Year 1 sales, and then remove the trace arrows, if necessary.

The line chart shows gross monthly sales in Year 2. Samira wants to forecast the trend for the next two periods.

Add a trendline to the line chart that shows values increasing or decreasing at a stea

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