1 4 5 6 1 2 QUESTIONS 3) Use reference formulas (VLOOKUP, INDEX/MATCH, XLOOKUP) to find...
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1 4 5 6 1 2 QUESTIONS 3) Use reference formulas (VLOOKUP, INDEX/MATCH, XLOOKUP) to find the only transaction date where CUST-001 bought PROD-199 from us this year. Note that your lookup value in this case is 3 the combination of CUST-001 and PROD-199. 1 2 1) 3 2) 4 5 6 7 8 Excel Assignment 2 Overview Complete the steps necessary in Excel to answer all of the questions on the EA2 Questions worksheet using the data from EA2 Data worksheet. Please make sure to input answers (preferably the formulas themselves or a cell reference to those formulas) in all orange cells on the EA2 Questions worksheet. Please note that gross inefficiencies (such as but not limited to (a) using manual text in formulas instead of cell references (as talked about in Topic 4 Cell References) and (b) inconsistent formulas (where one formula in an array is meaningfully different than the other)] should be avoided whenever possible for Save your Excel file with the name "Last Name. First Name - EA2". Submit your final version on Canvas before the deadline. Double check that you have named the file properly and followed all steps to the best of your ability. If you have questions before completion, please do not hesitate to let me know! Excel Assignment 2 5) Cond Formattina Lookups 3) Defined Names 4) Data Validation Lookups & Text Manip TOTAL 5 0% 10 5 5 25 0.00 50 Points Earned Points Possible 100% (Functional, Amazingly Efficient) 90% (Functional, 70% (Fu Efficiency) Minor Flaws) 60% (Functional with Somewhatnal, Lacking at Efficient) Adequately Efficient) 80% (Functional, Moderate Flaws) 40% (Functional with ANSWERS 50% (Functional with 06/17/2023 t Attempt) Severe Flaws) 30% (Not Functional but Close) 20% (Not Functional but Attem tempted) 0% (Missing or Fails Requirements) GNot Functional but 10% ( INSTRUCTIONS Please enter your formula or cell reference in the yellow cell B5. Comments 1 2 Excel Assignment 2 QUESTIONS 1) Create conditional formatting that highlights every instance of a Material of your choice in 3 column E only, using formatting of your choice (as long as it has something that distinguishes it 2) Using LOOKUPS (VLOOKUP, INDEX/MATCH, XLOOKUP), find the only transaction date where CUST-001 bought PROD-199 from us this year. Note that your lookup value in this case is the combination of CUST-001 and PROD-199. The Q2 Lookups column has been already created for 4 your use in this question. 5 3) Create defined names for columns A-K on the EA2 Data worksheet. Name them after each row's 4) Use data validation to restrict values for the entire Date column (excluding the header row, including the dataset and all empty rows beyond the dataset). The restriction is values entered have to be less than or equal to whatever the current date is (updating, so that dates which have 6 not occurred yet cannot be entered). 5) Using LOOKUPs and text manipulation formulas, calculate Shipping Expense for each transaction on the EA2 Data worksheet, per the details below. My advice is to split this up into as many steps as possible and concentrate on one at a time. You may use as many columns or other reference information or tables you create to solve for the answer. To calculate Shipping Expense: 7 [# units multiplied by X] + [Sales $ divided by 10] Shipping Expense is calculated for each transaction based on its Warehouse and Product information on the EA2 Data worksheet. You will need to calculate Shipping Expense for each row on EA2 Data. Use any of VLOOKUP, XLOOKUP, or INDEX/MATCH to take that Warehouse and Product information as your lookup values, look it up on the EA2 Reference worksheet, and then what we want to return is a Warehouse Location and a Product Location. This means you should need two different lookup formulas, one for Warehouse Location (where Warehouse is the lookup value) and another for Product Location (where Product is the lookup value). Once you have finished the lookup formulas and successfully returned both the Warehouse Location and Product Location for each transaction, then take the number at the end of each location designation (i.e., 2 for Location 2), calculate X by taking the absolute value difference (for example, Location 3 & Location 2 gives you 3 and 2 and then the absolute value of 3 minus 2 = 1). Then plug X (where in that example, X = 1) into the Shipping Expense equation: [# units multiplied by X] + [Sales $ divided by 10] 8 ANSWERS INSTRUCTIONS Complete the steps as requested. Please enter your formula or cell reference in the orange cell B5. Complete the steps as requested. Complete the steps as requested. Complete the steps as requested. A B D E F G 1 Date Salesperson Customer Product 2 1/13/2023 SP-19 3 6/25/2023 SP-06 4 2/12/2023 SP-04 5 5/21/2023 SP-14 6 1/3/2023 SP-05 H Material Size Warehouse # Units CUST-003 PROD-022 MATL-Jade SIZE-M MSA-51 9 CUST-140 PROD-185 MATL-Jasper SIZE-XL MSA-18 31 CUST-016 PROD-144 MATL-Aquamarine SIZE-L MSA-31 46 CUST-084 PROD-047 MATL-Silver SIZE-S MSA-51 41 CUST-035 PROD-170 MATL-Gold SIZE-L MSA-63 18 7 10/13/2023 SP-03 CUST-121 PROD-158 MATL-Tanzanite SIZE-S MSA-69 48 8 10/23/2023 SP-06 CUST-086 PROD-193 MATL-Jasper SIZE-XS MSA-47 32 9 8/17/2023 SP-15 CUST-046 PROD-070 MATL-Bronze SIZE-M MSA-63 94 10 7/26/2023 SP-06 CUST-004 PROD-037 MATL-Tanzanite SIZE-M MSA-59 18 11 3/16/2023 SP-13 CUST-137 PROD-043 MATL-Gold SIZE-L MSA-25 85 12 7/13/2023 SP-07 CUST-029 PROD-081 MATL-Jade SIZE-L MSA-13 67 13 8/18/2023 SP-04 CUST-125 PROD-104 MATL-Emerald SIZE-S MSA-42 9 14 5/22/2023 SP-07 CUST-036 PROD-124 MATL-Moonstone SIZE-L MSA-08 19 15 10/2/2023 SP-12 CUST-106 PROD-012 MATL-Brass SIZE-XL MSA-04 1 16 1/2/2023 SP-01 CUST-150 PROD-151 MATL-Amethyst SIZE-L MSA-43 93 17 6/8/2023 SP-21 CUST-136 PROD-008 MATL-Jade SIZE-L MSA-46 68 18 1/23/2023 SP-16 CUST-130 PROD-187 MATL-Brass SIZE-S MSA-28 17 19 10/8/2023 SP-04 CUST-115 PROD-035 MATL-Aquamarine SIZE-XS MSA-36 40 20 3/30/2023 SP-08 CUST-113 PROD-038 MATL-Jasper SIZE-XL MSA-51 66 21 3/20/2023 SP-08 CUST-009 PROD-156 MATL-Aquamarine SIZE-XL MSA-32 42 22 8/19/2023 SP-07 CUST-023 PROD-057 MATL-Silver SIZE-M MSA-01 9 23 3/18/2023 SP-23 CUST-076 PROD-137 MATL-Opal SIZE-S MSA-27 83 24 7/2/2023 SP-16 CUST-006 PROD-054 MATL-Peridot SIZE-S MSA-62 34 25 1/14/2023 SP-15 CUST-019 PROD-069 MATL-Brass SIZE-XS MSA-36 3 26 1/17/2023 SP-09 CUST-006 PROD-197 MATL-Copper SIZE-M MSA-22 76 27 1/9/2023 SP-12 CUST-013 PROD-012 MATL-Aquamarine SIZE-XL MSA-13 28 28 7/27/2023 SP-07 CUST-023 PROD-044 MATL-Peridot SIZE-XS MSA-54 74 29 5/12/2023 SP-20 CUST-120 PROD-148 MATL-Emerald SIZE-XS MSA-43 14 30 5/24/2023 SP-06 CUST-097 PROD-188 MATL-Quartz SIZE-M MSA-31 81 31 4/6/2023 SP-05 CUST-088 PROD-042 MATL-Jasper SIZE-XL MSA-72 93 32 3/18/2023 SP-23 CUST-114 PROD-023 MATL-Aquamarine SIZE-M MSA-09 21 33 5/24/2023 SP-14 CUST-143 PROD-181 MATL-Jasper SIZE-S MSA-32 71 34 9/9/2023 SP-17 CUST-128 PROD-188 MATL-Aquamarine SIZE-L MSA-69 67 35 8/11/2023 SP-13 CUST-125 PROD-172 MATL-Tanzanite SIZE-M MSA-72 63 36 4/16/2023 SP-05 CUST-058 PROD-063 MATL-Citrine SIZE-XL MSA-38 76 EA2 Data EA2 Reference EA2 Rubric CLICT 040 DOOD 083 EA2 Overview EA2 Questions I Sales 727254 714714 383264 416585 90063 117049 632672 870534 6768 79104 102960 385796 821205 404125 180608 76030 86050 509850 391888 89692 339408 285882 87928 231000 580464 87498 348503 76908 383175 41860 87185 32816 445222 147271 409591 EA2 Check Figures J COGS 509198 447896 156778 256506 70731 71264 315475 545722 4138 47791 51438 287418 653954 284499 100362 53558 43407 330069 217343 36290 245044 118604 51847 179492 437031 61577 260218 39867 239619 26606 46592 15632 304851 64422 190054 (+) L A B D Collections Q2 Lookups 1 Warehouse Location Product Location 727254 CUST-003PROD-022 2 MSA-01 Location2 PROD-001 Location6 714714 CUST-140PROD-185 3 MSA-02 Location3 PROD-002 Location4 383264 CUST-016PROD-144 4 MSA-03 Location2 PROD-003 Location3 416585 CUST-084PROD-047 5 MSA-04 Location3 PROD-004 Location3 90063 CUST-035PROD-170 6 MSA-05 Location6 PROD-005 Location4 117049 CUST-121PROD-158 7 MSA-06 Location1 PROD-006 Location1 632672 CUST-086PROD-193 8 MSA-07 Location4 PROD-007 Location1 870534 CUST-046PROD-070 9 MSA-08 Location5 PROD-008 Location2 6768 CUST-004PROD-037 10 MSA-09 Location3 PROD-009 Location4 79104 CUST-137PROD-043 11 MSA-10 Location1 PROD-010 Location5 102960 CUST-029PROD-081 12 MSA-11 Location5 PROD-011 Location5 385796 CUST-125PROD-104 13 MSA-12 Location4 PROD-012 Location1 821205 CUST-036PROD-124 14 MSA-13 Location6 PROD-013 Location4 404125 CUST-106PROD-012 15 MSA-14 Location3 PROD-014 Location5 0 CUST-150PROD-151 16 MSA-15 Location3 PROD-015 Location1 76030 CUST-136PROD-008 17 MSA-16 Location5 PROD-016 Location1 86050 CUST-130PROD-187 18 MSA-17 Location6 PROD-017 Location5 509850 CUST-115PROD-035 19 MSA-18 Location1 PROD-018 Location3 391888 CUST-113PROD-038 20 MSA-19 Location6 PROD-019 Location3 89692 CUST-009PROD-156 21 MSA-20 Location6 PROD-020 Location3 339408 CUST-023PROD-057 22 MSA-21 Location5 PROD-021 Location5 285882 CUST-076PROD-137 23 MSA-22 Location3 PROD-022 Location5 87928 CUST-006PROD-054 24 MSA-23 Location3 PROD-023 Location2 231000 CUST-019PROD-069 25 MSA-24 Location2 PROD-024 Location1 580464 CUST-006PROD-197 26 MSA-25 Location6 PROD-025 Location6 87498 CUST-013PROD-012 27 MSA-26 Location1 PROD-026 Location6 348503 CUST-023PROD-044 28 MSA-27 Location4 PROD-027 Location5 76908 CUST-120PROD-148 29 MSA-28 Location5 PROD-028 Location2 383175 CUST-097PROD-188 30 MSA-29 Location3 PROD-029 Location4 41860 CUST-088PROD-042 31 MSA-30 Location4 PROD-030 Location5 87185 CUST-114PROD-023 32 MSA-31 Location5 PROD-031 Location4 32816 CUST-143PROD-181 33 MSA-32 Location1 PROD-032 Location1 445222 CUST-128PROD-188 34 MSA-33 Location5 PROD-033 Location4 147271 CUST-125PROD-172 35 MSA-34 Location6 PROD-034 Location6 409591 CUST-058PROD-063 36 MSA-35 Location5 PROD-035 Location3 GLOT DR00000003 EA2 Overview EA2 Questions EA2 Data E F EA2 Reference G H I J EA2 Rubric EA2 Check Figures 1 4 5 6 1 2 QUESTIONS 3) Use reference formulas (VLOOKUP, INDEX/MATCH, XLOOKUP) to find the only transaction date where CUST-001 bought PROD-199 from us this year. Note that your lookup value in this case is 3 the combination of CUST-001 and PROD-199. 1 2 1) 3 2) 4 5 6 7 8 Excel Assignment 2 Overview Complete the steps necessary in Excel to answer all of the questions on the EA2 Questions worksheet using the data from EA2 Data worksheet. Please make sure to input answers (preferably the formulas themselves or a cell reference to those formulas) in all orange cells on the EA2 Questions worksheet. Please note that gross inefficiencies (such as but not limited to (a) using manual text in formulas instead of cell references (as talked about in Topic 4 Cell References) and (b) inconsistent formulas (where one formula in an array is meaningfully different than the other)] should be avoided whenever possible for Save your Excel file with the name "Last Name. First Name - EA2". Submit your final version on Canvas before the deadline. Double check that you have named the file properly and followed all steps to the best of your ability. If you have questions before completion, please do not hesitate to let me know! Excel Assignment 2 5) Cond Formattina Lookups 3) Defined Names 4) Data Validation Lookups & Text Manip TOTAL 5 0% 10 5 5 25 0.00 50 Points Earned Points Possible 100% (Functional, Amazingly Efficient) 90% (Functional, 70% (Fu Efficiency) Minor Flaws) 60% (Functional with Somewhatnal, Lacking at Efficient) Adequately Efficient) 80% (Functional, Moderate Flaws) 40% (Functional with ANSWERS 50% (Functional with 06/17/2023 t Attempt) Severe Flaws) 30% (Not Functional but Close) 20% (Not Functional but Attem tempted) 0% (Missing or Fails Requirements) GNot Functional but 10% ( INSTRUCTIONS Please enter your formula or cell reference in the yellow cell B5. Comments 1 2 Excel Assignment 2 QUESTIONS 1) Create conditional formatting that highlights every instance of a Material of your choice in 3 column E only, using formatting of your choice (as long as it has something that distinguishes it 2) Using LOOKUPS (VLOOKUP, INDEX/MATCH, XLOOKUP), find the only transaction date where CUST-001 bought PROD-199 from us this year. Note that your lookup value in this case is the combination of CUST-001 and PROD-199. The Q2 Lookups column has been already created for 4 your use in this question. 5 3) Create defined names for columns A-K on the EA2 Data worksheet. Name them after each row's 4) Use data validation to restrict values for the entire Date column (excluding the header row, including the dataset and all empty rows beyond the dataset). The restriction is values entered have to be less than or equal to whatever the current date is (updating, so that dates which have 6 not occurred yet cannot be entered). 5) Using LOOKUPs and text manipulation formulas, calculate Shipping Expense for each transaction on the EA2 Data worksheet, per the details below. My advice is to split this up into as many steps as possible and concentrate on one at a time. You may use as many columns or other reference information or tables you create to solve for the answer. To calculate Shipping Expense: 7 [# units multiplied by X] + [Sales $ divided by 10] Shipping Expense is calculated for each transaction based on its Warehouse and Product information on the EA2 Data worksheet. You will need to calculate Shipping Expense for each row on EA2 Data. Use any of VLOOKUP, XLOOKUP, or INDEX/MATCH to take that Warehouse and Product information as your lookup values, look it up on the EA2 Reference worksheet, and then what we want to return is a Warehouse Location and a Product Location. This means you should need two different lookup formulas, one for Warehouse Location (where Warehouse is the lookup value) and another for Product Location (where Product is the lookup value). Once you have finished the lookup formulas and successfully returned both the Warehouse Location and Product Location for each transaction, then take the number at the end of each location designation (i.e., 2 for Location 2), calculate X by taking the absolute value difference (for example, Location 3 & Location 2 gives you 3 and 2 and then the absolute value of 3 minus 2 = 1). Then plug X (where in that example, X = 1) into the Shipping Expense equation: [# units multiplied by X] + [Sales $ divided by 10] 8 ANSWERS INSTRUCTIONS Complete the steps as requested. Please enter your formula or cell reference in the orange cell B5. Complete the steps as requested. Complete the steps as requested. Complete the steps as requested. A B D E F G 1 Date Salesperson Customer Product 2 1/13/2023 SP-19 3 6/25/2023 SP-06 4 2/12/2023 SP-04 5 5/21/2023 SP-14 6 1/3/2023 SP-05 H Material Size Warehouse # Units CUST-003 PROD-022 MATL-Jade SIZE-M MSA-51 9 CUST-140 PROD-185 MATL-Jasper SIZE-XL MSA-18 31 CUST-016 PROD-144 MATL-Aquamarine SIZE-L MSA-31 46 CUST-084 PROD-047 MATL-Silver SIZE-S MSA-51 41 CUST-035 PROD-170 MATL-Gold SIZE-L MSA-63 18 7 10/13/2023 SP-03 CUST-121 PROD-158 MATL-Tanzanite SIZE-S MSA-69 48 8 10/23/2023 SP-06 CUST-086 PROD-193 MATL-Jasper SIZE-XS MSA-47 32 9 8/17/2023 SP-15 CUST-046 PROD-070 MATL-Bronze SIZE-M MSA-63 94 10 7/26/2023 SP-06 CUST-004 PROD-037 MATL-Tanzanite SIZE-M MSA-59 18 11 3/16/2023 SP-13 CUST-137 PROD-043 MATL-Gold SIZE-L MSA-25 85 12 7/13/2023 SP-07 CUST-029 PROD-081 MATL-Jade SIZE-L MSA-13 67 13 8/18/2023 SP-04 CUST-125 PROD-104 MATL-Emerald SIZE-S MSA-42 9 14 5/22/2023 SP-07 CUST-036 PROD-124 MATL-Moonstone SIZE-L MSA-08 19 15 10/2/2023 SP-12 CUST-106 PROD-012 MATL-Brass SIZE-XL MSA-04 1 16 1/2/2023 SP-01 CUST-150 PROD-151 MATL-Amethyst SIZE-L MSA-43 93 17 6/8/2023 SP-21 CUST-136 PROD-008 MATL-Jade SIZE-L MSA-46 68 18 1/23/2023 SP-16 CUST-130 PROD-187 MATL-Brass SIZE-S MSA-28 17 19 10/8/2023 SP-04 CUST-115 PROD-035 MATL-Aquamarine SIZE-XS MSA-36 40 20 3/30/2023 SP-08 CUST-113 PROD-038 MATL-Jasper SIZE-XL MSA-51 66 21 3/20/2023 SP-08 CUST-009 PROD-156 MATL-Aquamarine SIZE-XL MSA-32 42 22 8/19/2023 SP-07 CUST-023 PROD-057 MATL-Silver SIZE-M MSA-01 9 23 3/18/2023 SP-23 CUST-076 PROD-137 MATL-Opal SIZE-S MSA-27 83 24 7/2/2023 SP-16 CUST-006 PROD-054 MATL-Peridot SIZE-S MSA-62 34 25 1/14/2023 SP-15 CUST-019 PROD-069 MATL-Brass SIZE-XS MSA-36 3 26 1/17/2023 SP-09 CUST-006 PROD-197 MATL-Copper SIZE-M MSA-22 76 27 1/9/2023 SP-12 CUST-013 PROD-012 MATL-Aquamarine SIZE-XL MSA-13 28 28 7/27/2023 SP-07 CUST-023 PROD-044 MATL-Peridot SIZE-XS MSA-54 74 29 5/12/2023 SP-20 CUST-120 PROD-148 MATL-Emerald SIZE-XS MSA-43 14 30 5/24/2023 SP-06 CUST-097 PROD-188 MATL-Quartz SIZE-M MSA-31 81 31 4/6/2023 SP-05 CUST-088 PROD-042 MATL-Jasper SIZE-XL MSA-72 93 32 3/18/2023 SP-23 CUST-114 PROD-023 MATL-Aquamarine SIZE-M MSA-09 21 33 5/24/2023 SP-14 CUST-143 PROD-181 MATL-Jasper SIZE-S MSA-32 71 34 9/9/2023 SP-17 CUST-128 PROD-188 MATL-Aquamarine SIZE-L MSA-69 67 35 8/11/2023 SP-13 CUST-125 PROD-172 MATL-Tanzanite SIZE-M MSA-72 63 36 4/16/2023 SP-05 CUST-058 PROD-063 MATL-Citrine SIZE-XL MSA-38 76 EA2 Data EA2 Reference EA2 Rubric CLICT 040 DOOD 083 EA2 Overview EA2 Questions I Sales 727254 714714 383264 416585 90063 117049 632672 870534 6768 79104 102960 385796 821205 404125 180608 76030 86050 509850 391888 89692 339408 285882 87928 231000 580464 87498 348503 76908 383175 41860 87185 32816 445222 147271 409591 EA2 Check Figures J COGS 509198 447896 156778 256506 70731 71264 315475 545722 4138 47791 51438 287418 653954 284499 100362 53558 43407 330069 217343 36290 245044 118604 51847 179492 437031 61577 260218 39867 239619 26606 46592 15632 304851 64422 190054 (+) L A B D Collections Q2 Lookups 1 Warehouse Location Product Location 727254 CUST-003PROD-022 2 MSA-01 Location2 PROD-001 Location6 714714 CUST-140PROD-185 3 MSA-02 Location3 PROD-002 Location4 383264 CUST-016PROD-144 4 MSA-03 Location2 PROD-003 Location3 416585 CUST-084PROD-047 5 MSA-04 Location3 PROD-004 Location3 90063 CUST-035PROD-170 6 MSA-05 Location6 PROD-005 Location4 117049 CUST-121PROD-158 7 MSA-06 Location1 PROD-006 Location1 632672 CUST-086PROD-193 8 MSA-07 Location4 PROD-007 Location1 870534 CUST-046PROD-070 9 MSA-08 Location5 PROD-008 Location2 6768 CUST-004PROD-037 10 MSA-09 Location3 PROD-009 Location4 79104 CUST-137PROD-043 11 MSA-10 Location1 PROD-010 Location5 102960 CUST-029PROD-081 12 MSA-11 Location5 PROD-011 Location5 385796 CUST-125PROD-104 13 MSA-12 Location4 PROD-012 Location1 821205 CUST-036PROD-124 14 MSA-13 Location6 PROD-013 Location4 404125 CUST-106PROD-012 15 MSA-14 Location3 PROD-014 Location5 0 CUST-150PROD-151 16 MSA-15 Location3 PROD-015 Location1 76030 CUST-136PROD-008 17 MSA-16 Location5 PROD-016 Location1 86050 CUST-130PROD-187 18 MSA-17 Location6 PROD-017 Location5 509850 CUST-115PROD-035 19 MSA-18 Location1 PROD-018 Location3 391888 CUST-113PROD-038 20 MSA-19 Location6 PROD-019 Location3 89692 CUST-009PROD-156 21 MSA-20 Location6 PROD-020 Location3 339408 CUST-023PROD-057 22 MSA-21 Location5 PROD-021 Location5 285882 CUST-076PROD-137 23 MSA-22 Location3 PROD-022 Location5 87928 CUST-006PROD-054 24 MSA-23 Location3 PROD-023 Location2 231000 CUST-019PROD-069 25 MSA-24 Location2 PROD-024 Location1 580464 CUST-006PROD-197 26 MSA-25 Location6 PROD-025 Location6 87498 CUST-013PROD-012 27 MSA-26 Location1 PROD-026 Location6 348503 CUST-023PROD-044 28 MSA-27 Location4 PROD-027 Location5 76908 CUST-120PROD-148 29 MSA-28 Location5 PROD-028 Location2 383175 CUST-097PROD-188 30 MSA-29 Location3 PROD-029 Location4 41860 CUST-088PROD-042 31 MSA-30 Location4 PROD-030 Location5 87185 CUST-114PROD-023 32 MSA-31 Location5 PROD-031 Location4 32816 CUST-143PROD-181 33 MSA-32 Location1 PROD-032 Location1 445222 CUST-128PROD-188 34 MSA-33 Location5 PROD-033 Location4 147271 CUST-125PROD-172 35 MSA-34 Location6 PROD-034 Location6 409591 CUST-058PROD-063 36 MSA-35 Location5 PROD-035 Location3 GLOT DR00000003 EA2 Overview EA2 Questions EA2 Data E F EA2 Reference G H I J EA2 Rubric EA2 Check Figures
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Income Tax Fundamentals 2013
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31st Edition
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