Скачать или смотреть Shelly Cashman Excel 2019 | Module 10: SAM Project 1a | Franklin National

Shelly Cashman Excel 2019 | Module 10: SAM Project 1a | Franklin National #shellycashman

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PROJECT STEPS
1. Ravi Mehta is the finance director for the Home Security Group of Franklin National, a North American manufacturing company. Ravi is developing an Excel workbook that his managers can use to track and interpret data about customers, contracts, and invoices. He 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. Ravi wants to include a list of links to resources his managers are likely to need. However, the first link he added is unnecessary.

Remove the hyperlink from the text in cell C4.
2. Ravi 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 C5, insert a link to cell A1 of the Customers worksheet.
b. In cell C6, insert a link to cell A1 of the Contracts worksheet.
c. In cell C7, insert a link to cell A1 of the Invoices worksheet.
3. Ravi also wants users to be able to access archived contract data as they prepare new contracts. Ravi stores the archived data in an Excel workbook. Add a link to the file as follows:
a. In cell C8, insert a link to the file Support_EX19_10a_Archive.xlsx.
b. Add the following text as a ScreenTip that explains what happens when users click the link:
Open an archive of contract data.
4. The Franklin National website provides information Ravi's managers use every day. In cell C9, add a link to the www.fn.example.com website.
5. Ravi also wants to include a way that managers can request information from the home office of Franklin National. In cell C10, add a link to the [email protected] email address.
6. Ravi's plan is that when users click the Add Customer button in the range D3:E3, the Customers worksheet opens and Excel adds a new, blank record to the Customer table, where users can insert the new customer information. Record a macro to automate the Add Customer button as follows:
a. Enable all macros in the workbook, and then display the Developer tab on the ribbon.
b. Record a macro stored in this workbook using Add_Customer as the name of the macro.
c. While recording the macro, display the Customers worksheet.
d. Also, while recording the macro, add a new blank record to the end of the Customer table.
e. Stop recording the macro.
f. Assign the Add_Customer macro to the Add Customer button and then run the Add_Customer macro to make sure it inserts a new record at the bottom of the Customer table on the Customers worksheet.
7. Ravi has already created similar macros to add a new contract record and a new invoice record. Return to the Home Page worksheet, and assign the macros to buttons as follows:
a. Assign the Add_Contract macro to the Add Contract button.
b. Assign the Add_Invoice macro to the Add Invoice button.
8. Go to the Customers worksheet. Ravi wants to create PivotTables that include customer, contract, and invoice data. He already added the tables containing this data to the Data Model. Ravi wants to list and total each contract amount by city and signing date.
Create a PivotTable that displays this information as follows:
a. Use Power Pivot to create a PivotTable on a new worksheet, using Contracts by City as the name of the worksheet.
b. Display the City field values from the Query - Customer data source as row headings.
c. Display the SigningDate field values from the Query - Contract data source as column headings.
d. Add the ContractAmt field from the Query - Contract data source to the Values area to sum the field values. (Ignore the alert that states "Relationships between tables may be needed.", these relationships will be created in a later step.)
e. Group the signing dates to display them as years and quarters only. (Hint: Expand the year headings to display the quarter headings, if necessary.)