Shelly Cashman Excel 365/2021 | Modules 8-11: SAM Capstone Project 1a | Porter 360 #shellycashman
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PROJECT STEPS
1. Eva Delgado is a sales manager for Porter 360, an electronics firm in Reno, Nevada, that sells video doorbells and other smart home products. She is using an Excel workbook to analyze the company's sales and related data, and asks for your help in creating advanced types of charts and PivotTables and to automate parts of the workbook for others in the Sales Department.
Go to the Survey worksheet, which is a form sales representatives can send to potential clients and collect information about them. Add an eye-catching title to the worksheet as follows:
a. Insert WordArt using the Fill: Red, Accent color 1; Shadow WordArt style.
b. Type Porter 360 Client Survey as the WordArt text.
c. Change the Text Fill color to Aqua, Accent 5.
d. Change the font size to 40 point.
e. Move the WordArt so that it is centered in the top of the form in the range C2:I3.
2. Eva wants to make it easy for clients to contact the company and find information about products. Add links to the form as follows:
a. In cell J6, add a link to the www.porter.example.com website.
b. In cell J7, add a link to the info@porter.example.com email address.
c. Use Contact Porter 360 as the ScreenTip for the email link.
3. Eva asks you to finish automating the form, which contains sample data for testing. In cell D23, enter a formula without using a function that displays the client's city from the named range City.
4. Add a sixth option to the "How did you hear about Porter 360 products and services?" section as follows:
a. In cell H12, insert an Option Button (Form Control).
b. Edit the option button text to use the Website to replace the placeholder text.
c. Format the new option button to link it to cell $I$24 (if necessary).
d. Format the option button to use 3-D shading.
e. Position the new option button so that its top and bottom align with the Social media option button to its left, and that its left aligns with the TV ad option button above it.
5. Add a check box to the section titled "Which products do you want to know more about?" as follows:
a. In cell G15, insert a Check Box (Form Control).
b. Edit the check box text to use Video doorbell to replace the placeholder text.
c. Format the new check box to link it to cell $L$23.
d. Format the check box to use 3-D shading.
e. Position the Video doorbell check box so that its box aligns with the top of the Security lights check box to its left.
6. Eva created a macro in Visual Basic named ClearData that clears the form for a new client. Add a button to run the macro as follows:
a. In cell G17, insert a Button (Form Control) to the right of the Save Data button.
b. Assign the ClearData macro to the new button.
c. Edit the button to use Clear to replace the placeholder text.
d. Format the new button to change the height to 0.3" and the width to 1".
e. Position the Clear button to align with the top and bottom of the Save Data button on its left.
7. Eva asks you to change the format of the Save Data button so that it matches the Clear button. Change the format as follows:
a. Edit the button to display Save as the button text.
b. Change the font to 11 point Lucida Grande (Body).
8. Test the form as follows to make sure it works as Eva intended:
a. Use the Save button to run the SaveData macro.
b. Unhide the Client Information worksheet to verify that it contains the data from the Survey worksheet.
c. Hide the Client Information worksheet.
9. Go to the Sales Comparison worksheet, which contains a table named Top_Sellers with a few errors. Correct the errors as follows:
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