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Shelly Cashman Excel 365 | Module 10: SAM Project A | Lincoln Construction #shellycashman

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PROJECT STEPS
1. Corey Hess is a financial analyst for Lincoln Construction, a company in Lincoln, Nebraska specializing in architectural restoration services. Corey is developing an Excel workbook to use for tracking and interpreting data about clients, projects, 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. Corey wants you to include a list of links to resources he and other managers are likely to need. However, the first link he added is unnecessary.
Remove the hyperlink from the text in cell C4, and then apply bold formatting and a 14-point font size to indicate the text is a list heading.
2. Corey asks you to make it easy 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 Clients worksheet.
b. In cell C6, insert a link to cell A1 of the Projects worksheet.
c. In cell C7, insert a link to cell A1 of the Invoices worksheet.
3. Corey also needs to be able to access data about past projects as he prepares proposals for new projects. He stores the historical data in an Excel workbook. Add a link to the file as follows:
a. In cell C8, insert a link to the file Support_EX365_10A_History.xlsx.
b. Add the following text as a ScreenTip that explains what happens when users click the link:
Access past project data.
4. The Lincoln Construction website provides information the company managers use every day. In cell C9, add a link to the www.lc.example.com website.
5. Corey also wants you to include a way that he and other managers can request information from other Lincoln Construction offices. In cell C10, add a link to the [email protected] email address.
6. Corey's plan is that when users click the Add Client button on the Home Page worksheet, 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, and then display the Developer tab on the ribbon.
b. Record a macro stored in this workbook using Add_Client as the name of the macro.
c. While recording the macro, display the Clients worksheet.
d. Also, while recording the macro, add a new blank record to the end of the Client table.
e. Stop recording the macro.
f. 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. Corey has already created similar macros to add a new project record and a new invoice record. Return to the Home Page worksheet and 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. Corey wants you to create PivotTables that include client, project, and invoice data. He already added the tables containing this data to the Data Model. Corey asks you to list and total each project amount by city and start date. Create a PivotTable that displays this information as follows:
a. Use Power Pivot to create a PivotTable on a new worksheet, using Projects by City as the name of the worksheet.
b. Display the City field values from the Client data source as row headings.
c. Display the StartDate field values from the Project data source as column headings.
d. Add the ProjectAmt field from the Project data source to the Values area to sum the field values. (Ignore the alert that states "Relationships between tables may be needed." because these relationships will be created in a later step.)
e. Group the start dates to display them as years and quarters only. (Hint: If necessary, remove any extra StartDate field appearing in the Columns area.)
9. Format the PivotTable on the Projects by City worksheet as follows to make it easier to interpret:
a. Expand the year headings to display the quarter headings.
b. Display the ProjectAmt values using the Currency format with 0 decimal places and the $ symbol.
10. Corey also wants you 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: