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Blue Lake Sports (or whatever the relevant data set / scenario name is)
PivotTable
PivotChart
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Formulas / Functions (especially VLOOKUP, SUMPRODUCT, maybe XLOOKUP)
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Data Cleaning
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Sunburst Chart
Named Ranges
In Practice Excel 365: Application Capstone Project 3
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Excel 365 Capstone Project 3: [Scenario/Data Name]
Capstone Project 3 – Data Analysis in Excel 365
Excel Capstone Project – Working with [Sales / Sports / Dataset]
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Project 3: PivotTables, PivotCharts & Formulas
Using Excel 365: Capstone 3 with VLOOKUP / XLOOKUP
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3. Build a COUNTIF formula.
a. Select cell J4 on the Billing sheet and start a COUNTIF function [Statistical
category].
b. Select cells F4:F33 for the Range argument and type with no space between
the symbols as the criteria. The criteria finds cells that are not empty. If you
type the formula, enclose the symbols within quotation marks.
4. Create a SUMIFS formula.
a. Select cell J5 and start a SUMIFS function [Math & Trig category] with cells
$E$4:$E$33 as the Sum_range argument.
b. Select the department name column for Criteria_range1. Remember that
argument ranges must have the same dimension.
c. For Criteria1, type bar* for the Bariatric department. If you prefer to type the
formula, you must include quotation marks around the criteria.
d. Select the billing date column for Criteria_range2.
e. For Criteria2, type to select dates in 2022. If you type the formula,
include quotation marks and the ending parenthesis.
5. Copy and edit a SUMIFS formula.
a. Copy the formula in cell J5 to cell J6.
b. Edit the Criteria1 argument in cell J6 to select the Cardiology department.
c. Edit the Criteria_range2 argument to refer to the values in the Date Paid column.
d. Edit the Criteria2 argument to find dates after 2022.
e. Format cells J5:J6 as Currency with zero decimal places.
6. Apply formats to cells in the Billing sheet.
a. Merge &Center cells I3:J3.
b. Set the font size for the merged cell to 16 pt.
c. Select cells A3:G33 and apply a single solid Outline border.
d. Place a solid vertical border between columns and a dashed style horizontal
border between rows.
e. Place a solid single bottom border for cells A3:G3.
7. Determine and build an IF formula using dates.
a. Select cell G4 and build a formula to subtract the invoice date from the date paid.
The first result is 95 days.
b. Copy the formula to cells G5:G7 and note the issue when there is no paid date.
c. Undo the copy task.
d. Delete the formula in cell G4 and start an IF formula [Logical category].
e. For the Logical_test argument, build the subtraction formula (from step 7.a)
followed by 0. The logical_test is that the result of the subtraction (the
number of days) is greater than or equal to zero, that it is not a negative result.
f.
For the Value_if_true argument, show the subtraction formula. When the result of
the subtraction is greater than zero, the subtraction is carried out and the result
displays.
g. For the Value_if_false argument, type a space. This displays as an empty cell.
When the result is a negative number, the cell displays as blank.
h. Copy the formula to cells G5:G33 and preserve the borders.