New
Perspectives Excel 2019 | Module 7: SAM Project 1b |

SUMMARIZING YOUR DATA WITH PIVOTTABLES

·
Open the file NP_EX19_7b_FirstLastName_1.xlsx,
available for download from the SAM website.

·
Save the file as NP_EX19_7b_FirstLastName_2.xlsx
by changing the “1” to a “2”.

o
If you do not see the .xlsx file extension in the Save As dialog box, do not type it. The
program will add the file extension for you automatically.

·
With the file NP_EX19_7b_FirstLastName_2.xlsx
still open, ensure that your first and last name is displayed in cell B6 of the
Documentation sheet.

o
If cell B6 does not display your name, delete
the file and download a new copy from the SAM website.

PROJECT STEPS

1.
Brittany Lambert is a volunteer for the Brevard
County Swim Clubs in Melbourne, Florida, and has offered to compile data on the
swim club employees and teams. She needs your help completing the workbook and
analyzing the data.

Switch to the All Employees
worksheet. In cell E3, enter a formula using the HLOOKUP function as follows to determine an employee's potential
pay rate, which is based on their years of experience:

a.
Use a structured reference to look up the value
in the Years of Experience column. Retrieve the value in row 2 of the table in the range P14:U15, using an absolute reference.
Because hourly pay rate is tiered based on the number of years of experience,
find an approximate match.

b.
Fill the formula into the range E4:E32, if
necessary.

2.
Each summer, the swim clubs host a camp for
young swimmers. To work as a counselor at one of the summer camps, an employee
must be at least 21 years old. Brittany wants to determine how many employees
are eligible to be camp counselors. In cell J3, enter a formula using the IF function as follows to determine if
Tiffany Adams can work as a camp counselor:

a.
The function should use a reference to the Age
column to determine if the employee's age is greater than or equal to 21, and should return the text Yes if true and No if false.

b.
Fill the formula into the range J4:J32, if
necessary.

3.
To be eligible to work with the swim team, an
employee must have at least two years of experience or have completed CPR
training. In cell K3 enter a formula using the IF and OR functions as
follows to determine if Tiffany Adams can work with the swim team:

a.
The IF function should determine if the
employee's Years of Experience is greater
than or equal to 2 OR if the employee's CPR trained status is "Yes", returning the text Yes if an employee meets one or both of
those criteria or the text No if an
employee meets neither of those criteria.

b.
Fill the formula into the range K4:K32, if
necessary.

4.
Employees may serve as swim team coaches if they
are at least age 23 and have at least three years of experience. In cell L3,
enter a formula using the IF and AND functions as follows to determine
if Tiffany Adams is eligible to serve as a swim team coach:

a.
The IF function should determine if the
employee's age is greater than or equal
to 23 AND the employee's years of experience are greater than or equal to 3, and should return the text Yes if an employee meets both of those
criteria or the text No if an
employee meets none or only one of those criteria.

b.
Fill the formula into the range L4:L32, if necessary.

5.
Brittany wants to identify employees who are
eligible to take a CPR course at the clubs' expense. Employees who can work as
camp counselors are eligible for the course. In cell M3, enter a formula using
a nested IF function as follows to
determine first if an employee has already been trained in CPR, and if not,
whether that employee meets the qualifications to take the course:

a.
If the value in the CPR Trained column is equal
to the text "Yes", the
formula should display Trained as
the text.

b.
Otherwise, the formula should determine if the
value in the Camp Counselor column is equal to the text "Yes" and return the text Yes if true and No if
false.

c.
Fill the formula into the range M4:M32, if
necessary.

6.
Employees who work at the swim clubs are also considered
for employment at the Brevard County Parks and Recreation Department. Employees
with more than four years of experience are qualified for more complex Level 2
jobs.

In cell N2, enter the text Level as
the column heading.

7.
In cell N3, enter a formula using the IF function as follows to determine
which employment level Tiffany Adams is qualified for:

a.
The IF function should determine if the
employee's Years of Experience is greater
than or equal to 4, and return the value 2 if true or the value 1
if false.

b.
Fill the formula into the range N4:N32, if
necessary.

8.
Brittany created a formula with the VLOOKUP
function to look up an employee names by their Employee ID. She also wants to
alert users when they enter an incorrect ID number.

In cell Q4, nest the existing VLOOKUP function in an IFERROR function. If the VLOOKUP function returns an error result,
the text Invalid Employee ID should
be displayed.

9.
Brittany wants to determine several totals and
averages for active employees.

In cell Q9, enter a formula using the COUNTIF
function to count the number of employees who can work as lifeguards.

10.
In cell R9, enter a formula using the AVERAGEIF function to determine the
average number of years of experience for lifeguards.

11.
In cell R10, enter a formula using the AVERAGE function to determine the
average number of years of experience of all employees as shown in the Years of
Experience column.

12.
Switch to the Melbourne Swim Teams worksheet. In cell B14, use the INDEX function to display the value in
the first row and first column of the SwimTeams table.

13.
In cell B16, use the SUMIF function to display the total wins for teams in the Youth league.

14.
Brittany wants to display the Melbourne swim
teams data by league and year. She asks you to create a PivotTable to better
manipulate and filter the data. Switch to the Melbourne PivotTable worksheet, and then create a PivotTable in
cell A1 based on the SwimTeams table. Update the PivotTable as follows so that
it matches Final Figure 3:

a.
Change the PivotTable name to: MelbournePivotTable

b.
Add the League field and the Team Name field (in
that order) to the Rows area.

c.
Add the 2020, 2021, and 2022 fields (in that
order) to the Values area.

d.
Change the display of subtotals to Show all Subtotals at Bottom of Group.

e.
Change the report layout to Show in Outline Form.

f.
Update the Sum of 2020 field in the Values area
to display the name 2020 Wins with
the Number number format with 0 decimal places.

g.
Update the Sum of 2021 field in the Values area
to display the name 2021 Wins with
the Number number format with 0 decimal places.

h.
Update the Sum of 2022 field in the Values area
to display the name 2022 Wins with
the Number number format with 0 decimal places.

15.
Brittany wants to summarize data for all teams
in a PivotTable. To do so, she must first update the AllTeams table.

Switch to the All Teams worksheet
then edit the record for the Brevard Blue Wave (row 26) to use 10 as the 2020 field value.

16.
Switch to the All Teams PivotTable worksheet. Refresh the PivotTable data, then
verify that the 2020 Wins value for the Brevard Blue Wave reflects the change
you made in the previous step.

17.
Apply the Lavender,
Pivot Style Medium 13 PivotTable style to the PivotTable.

18.
Add the League field to the Filters area of the
Pivot Table. Filter the table so that only teams in the Youth league are
displayed.

19.
Continue to filter the PivotTable as follows:

a.
Create a Slicer based on the Level field value.

b.
Resize the slicer so that it has a height of 2.3" and a width of 1.5".

c.
Move the slicer so that its upper-left corner
appears within cell F3 and its lower-right corner appears within cell G14.

d.
Use the slicer to filter the PivotTable so that
only Level 4 teams groups are visible.

20.
Brittany also wants to summarize and compare the
performance of the swim teams by level. Switch to the Swim Levels PivotTable worksheet. Insert a PivotChart using the Stacked Column chart type and format it
as follows:

a.
Resize and reposition the PivotChart so that the
upper-left corner is located within cell E2 and the lower-right corner is
located within cell L22.

b.
Add the chart title Wins by Level to the PivotChart using the Above Chart option.

c.
Filter the PivotChart so that only Youth wins in
Levels 4, 5, and 6 are displayed.

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