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Shelly Cashman Excel 365 | Module 11: SAM Project A Radius Electronics

PROJECT STEPS

Nari Han is a sales manager at Radius Electronics, a manufacturer of cell phone accessories and other electronic products. She is developing an Excel workbook for sales representatives to use when contacting current and prospective customers. She is also using the workbook to track quarterly sales the representatives have made. She asks for your help in completing the workbook and making it easier to use.
Go to the New Products worksheet, which lists the unit prices for five new products. Nari asked Martin Cisneros, the vice president of sales and marketing, to review the workbook. Read and respond to his comments as follows:

Read the comment in cell D4. Martin Cisneros intended this comment to remain in the workbook as a reminder to sales representatives. Edit the comment to use repeat instead of "repet".

Read the next comment in cell B7. Martin inserted this comment for Nari only. Delete the comment.

Nari recalls a recent discussion about reducing the price of the Trice three-in-one charger. In cell D8, insert the following comment to Martin:
Have we decided to reduce this price?

Nari wants you to customize the appearance of this workbook by changing a theme color and theme font. She also wants all new workbooks in the Sales and Marketing Department to reflect these changes.
Create a custom theme as follows:

Create a custom color scheme named Radius that uses Indigo, Accent 5, Darker 25% as the Text/Background - Dark 2 color.

Create a custom font set named Radius that uses Century Gothic as the Heading font and Gill Sans MT as the Body font.

Save the new settings as a custom theme using Radius as the name of the new theme.

Go to the Sales worksheet, which contains the quarterly sales for the new products. Nari asks you to make the sales numbers easier to interpret.
Apply the Currency number format with 0 decimal places and the $ symbol to the sales numbers in the ranges C4:F9 and H4:H9.

Nari wants to show how the sales of each product changed from one quarter to another.
Use the Quick Analysis tool to add Line sparklines to the range G4:G9 to chart the Q1–Q4 values and totals (range C4:F9) for each type of product or service. (Hint: Select the Q1–Q4 values and totals first.)

Nari created the Quarterly Sales chart in the range B11:H25 to illustrate the sales per quarter for the company's new products.
Identify each product by adding a legend to the bottom of the chart.

Nari asks you to provide a way to examine sales for only the SlimSet and Trice products. Create a custom view of the Sales worksheet as follows to meet Nari's request:

Hide rows 4:6.

Save the settings as a custom view, using Two Products as the name of the view.

Nari created another custom view that shows the Sales worksheet in Page Layout view in preparation for printing. Nari asks you to display those settings now.
Show the Page Layout custom view in the Sales worksheet.

Go to the Contacts worksheet, which serves as a form for entering information about customer contacts. The worksheet is not finished, and Nari asks you to complete it.
In cell A25, enter a formula without using a function that displays the customer's first name from the cell named First_Name (cell B4).

Sales representatives contact a customer for one of five reasons. Add a fifth reason to the Reason for Contact section as follows:

In cell D10, insert an Option Button (Form Control).

Edit the option button text to use the Demo to replace the placeholder text.

Format the new option button to link it to cell $K$26, if it is not automatically linked.

Format the option button to use 3-D shading.

Position the new option button so that it is aligned on the top with the Training option button to its left.

Nari asks you to add a check box also to the Products section.

In cell C14, insert a Check Box (Form Control).

Edit the check box text to use AutoCharge to replace the placeholder text.

Format the new check box to link it to cell $N$25.

Format the check box to use 3-D shading.

Position the AutoCharge check box so that its box aligns with the Radius Headset check box below it and wit

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