Full Tutorial of Modules 58 SAM Capstone Project 1a

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#cengage #solutions • 1. Benicio Cortez is a financial consultant with NewSight Consulting in Denver, Colorado.. • Go to the U.S. worksheet... • 2. Go to the All Locations worksheet, where Benicio wants to summarize the quarterly and annual totals from the three locations for each type of product. • Consolidate the sales data from the three locations as follows: • a. In cell B5, enter a formula using the SUM function and 3-D references that totals the Mini sales values (cell B5) in Quarter 1 from the U.S.. • 3. • a. Create a defined name for the Waterproof sales amounts (range B7:E7) using Waterproof_Total as the name... • 4. Benicio wants to compare the sales of each product in 2021 with the sales in 2020. He has the 2020 sales data stored in a separate workbook. • Add the 2020 sales data to the All Locations worksheet as follows: • a. Open the workbook Support_EX19_CS5-8a_2020.xlsx... • 5. In the range B12:E12, Benicio wants to display a rating depending on the total sales for each quarter. He listed the rating criteria in the range A14:F15. For example, if total sales in Quarter 1 are between $5900 and $5999, the Performance rating is Good.. • 6. • 7. Benicio also wants to make it easy to access more detailed information about the managers, which he has stored in a Word document. • Create a link to a file as follows: • a. In cell I9, create a link to the Word document Support_EX19_CS5-8a_Management.docx.. • 8. • 9. • Apply a custom sort to the Sales table to sort it in ascending order first by the values in the Date column, and then by the values in the Amount column. • 10. • 11. • 12. To make it easier to refer to the data, assign the table name Details to the table in the range I4:M16 to make it easy to refer to the data. (Hint: Rename the table, not the range.) • 13. • 14. Format the PivotTable as follows to make it easier for Benicio and others to interpret: • a. Apply the Currency number format with 0 decimal places and the $ symbol to the Sum of Amount values. • b. Use Sales (000s) as the custom name of the Sum of Amount field... • 15. Benicio wants to isolate sales for each product. Insert a slicer as follows to filter the PivotTable:. • 16. Create a PivotChart as follows.. • 17. Format and filter the PivotChart as follows to meet Benicio's . • 18. Go to the Sales Projections worksheet.. Benicio wants to make sure the total expense per unit sold calculation in cell B17 does not produce a divide by zero error. • Modify the formula in cell B17 as follows: • a. Add the IFERROR function to the formula in cell B17.. • 19. • Create a two-variable data table as follows to calculate gross profit as the price and unit sales change: • a. For the range D4:K9, create a two-variable data table using the price per unit (cell B6) as the Row input cell. • b. Use the units sold (cell B5) as the Column input cell. • 20. Go to the Suppliers worksheet, where Benicio wants to determine whether subcontracting could reduce the cost of the new virtual assistant product. • Run Solver to solve this problem as follows.. • · Set the total number of virtual assistants produced (cell E5) as greater than or equal to 11,000, DIG Technology's minimum production goal. • · Set the total cost (cell E10) to be less than or equal to 925,000, the maximum total cost DIG Technology wants to spend. • · Set the total number of virtual assistants produced by a single supplier (range B5:D5) to be less than or equal to 4000 to balance the production among the suppliers. • · Make sure the values in the range B5:D5 are integers since DIG Technology cannot sell a fraction of a product... • 21. Run Solver again, create an Answer report, and then close the Solver Parameters dialog box. • 22. Go to the Product Mix worksheet.. • Create a third scenario as follows: • a. In the Scenario Manager, add a scenario using Reduced Costs as the name... • 23. Return to the Product Mix worksheet. Benicio wants to provide a visual way to compare the scenarios. • Use the Scenario Manager as follows to create a PivotTable that compares the profit per unit in each scenario as follows: • a. Create a Scenario PivotTable report using the profit per unit sold (range B17:F17) as the result cells. • b. Remove the Filter field from the PivotTable. • c. Change the number format of the value fields to Currency with 2 decimal places and the $ symbol. • • #cengage #solutions • --- • Disclaimer: Our videos are intended solely for educational purposes, with the goal of assisting students in understanding how to solve problems in various courses. We want to emphasize that any attempt to copy or replicate the solutions shown in these videos may be regarded as a breach of academic integrity policies at your college or university. 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