Selly Cashman Excel 2019 | Module 7: SAM Project 1a: Ballantyne Investments (Part 1)

1. Elena Dorado is an associate investment banker at Ballantyne Investments. She is preparing a draft of a workbook that will be presented to shareholders to describe Ballantyne's asset management team and client relationships. She asks for your help in importing data and adding other content to the workbook. Go to the Asset Management worksheet. Change the formatting of cell D4 and the WordArt containing the worksheet title, "Ballantyne Investments", as follows to coordinate it with the rest of the worksheet:

a. Apply the Fill: Turquoise, Accent Color 1; Shadow WordArt Style to the title.

b. Copy the formatting from cell A4 to cell D4.

2. The worksheet should list information about the asset management team, which is contained in a webpage. Copy data from the webpage as follows:

a. From the Data tab, use the 'From HTML' tool to open the webpage Support_EX19_7a_Mac_Team.html as a table in a new workbook.

b. Copy the table, with the column headers included, from the new worksheet. In the Asset Management worksheet, paste the table in cell G12. Close the new worksheet without saving.

c. Format the pasted data in the range G12:M19 as a table using Turquoise, Table Style Light 9. (Hint: Make sure "My table has headers" is checked.)

3. In the new table, change some data to reflect updates in the company:

a. Delete the row for Employee 520 because Chad Johnson is no longer with Ballantyne Investments.

b. Find the text "Financial advisor" and replace it with Investments to use a position name the company recently updated.

4. Elena wants to list the team information in the range A5:E10. The webpage table separated the first and last names, but Elena wants to list the full name on the Asset Management worksheet. List the first and last names of each team member in a single cell as follows:

a. In cell A5, enter a formula using the CONCAT function that displays the first name shown in cell H13 followed by a space (" ") and then the last name shown in cell I13.

b. Fill the range A6:A10 with the formula in cell A5 to list the full names of the remaining team members.

5. Incorporate the imported data in the range B5:E10 as follows:

a. Copy the Position data from the range J13:J18 and paste only the values in the range B5:B10.

b. In cell C5, enter a formula using the PROPER function to capitalize the first letter in each word in the Specialty text in cell K13.

c. Fill the range C6:C10 with the formula in cell C5 to list the specialties of the remaining team members.

d. In cell D5, enter a formula using the LEFT function to insert the first 2 characters on the left of cell L13. Copy the formula in cell D5 to the range D6:D10.

e. In cell E5, enter a formula using the RIGHT function to insert the last 2 characters on the right of cell M13. Copy the formula in cell E5 to the range E6:E10.

f. Resize columns A:D to their best fit, resize columns E:F to 7.00, and size column G to 21.00.

g. Hide rows 12 to 18 so that the worksheet does not display duplicated data.