New Perspectives Excel 2019 Module 10 SAM Project 1a | Lighting Designs
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Загружено: 2025-08-08
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New Perspectives Excel 365/2021 | Module 10: SAM Project 1a
Lighting Designs
ANALYZE DATA WITH POWER TOOLS
GETTING STARTED
• Save the file NP_EX365_2021_10a_FirstLastName_1.xlsx as NP_EX365_2021_10a_FirstLastName_2.xlsx
o Edit the file name by changing “1” to “2”.
o If you do not see the .xlsx file extension, do not type it. The file extension will be added for you automatically.
• To complete this Project, you will also need the following files:
o Support_EX365_2021_10a_LD.accdb
o Support_EX365_2021_10a_Summary.csv
• With the file NP_EX365_2021_10a_FirstLastName_2.xlsx open, ensure that your first and last name is displayed in cell B6 of the Documentation worksheet.
o If cell B6 does not display your name, delete the file and download a new copy.
• To complete this project, you need to add the Power Pivot tab to the ribbon as follows:
o From the File tab, click the Options button. In the Data Options section of the Data tab, click the checkbox next to Enable Data Analysis add-ins: Power Pivot, Power View and 3D Map, and click OK.
PROJECT STEPS
1. Jacob Sherman is the director of sales for Lighting Designs, a store and website that caters to building contractors in five locations in the Seattle area. Jacob asks for your help in producing a sales report. He wants to analyze sales for the past year and project future sales for all the stores. To create the report, you need to import data from various sources and use the Excel Power tools. Go to the Sales Summary worksheet, where Jacob wants to display a summary of the company's annual sales since the first store opened in the year 2003. He has a text file that already contains this data. Use Power Query to create a query and load data from a CSV file into a new table as follows:
a. Create a new query that imports data from the Support_EX365_2021_10a_Summary.csv text file.
b. Edit the query to remove the Units Sold and Notes columns.
c. Close and load the query data to a table in cell A2 of the existing worksheet.
2. Go to the Previous Year worksheet, which lists the sales per month for the previous year in a table and compares the sales in a chart. Jacob imported this data from the Orders table in an Access database. He wants to track the changes in monthly sales and project the first six months of this year's monthly sales. Create a forecast sheet as follows to provide the data Jacob requests:
a. Based on the data in the range A2:B14, create a forecast sheet.
b. Use 6/30/2025 as the Forecast End date to forecast the next six months.
c. Use Six Month Forecast as the name of the new sheet.
d. Resize and move the forecast chart so that the upper-left corner is within cell C2 and the lower-right corner is within cell E12.
3. Go to the Stores worksheet. Jacob wants to display information about lighting products purchased according to store and manufacturer. He has been tracking this data in an Access database. Import the data from the Access database as follows:
a. Create a new query that imports data from the Support_EX365_2021_10a_LD.accdb database.
b. a
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