Grader - Instructions Excel 2019
ProjectExcel_8G_Sales_and_Income
Project Description:
In this project, you will assist Margo Logan, CFO of Sam’s
Smoothies, and use a worksheet model and Solver to create
several scenarios that would result in breaking even four months
after opening.
Steps to Perform:
Step
Instructions
Points Possible
1
Open the Excel workbook
Student_Excel_8G_Sales_and_Income.xlsx
downloaded with this Project.
0
2
On the Projected Income worksheet, change the value in B15 to
6 and press ENTER. Notice the change in the
Sales and Gross Profit/Loss results, in cells B17 and B20
respectively.
3
3
Ensure that the Solver add-in is installed. Open Solver. Set the
objective cell as
$b$20 to a Value Of
0 and set the Variable Cells to
$b$16,$b$18 (be sure to type the comma
between the two cell references) to change both the growth rate
in cell B16 and the costs related to Sales % in cell B18. Click
Solve. Save this scenario as
16% Growth and then restore the original

values.
5
4
Display the Solver Parameters dialog box. Add a constraint that
requires percent growth in cell
B16 to be less than or equal to
10% Solve, save the scenario as
10% Growth, and then restore the original
values.
3
5
Display the Solver Parameters dialog box. Delete the existing
constraint and add a constraint for the costs related to sales in
cell
B18 to be equal
80% Solve, save the scenario as
80% Costs and then restore the original
values.
7
6
With the Projected Income worksheet displayed, create a
scenario summary report, using Gross profit or loss in cell
B20 as the result cell.
7
7
On the Projected Income worksheet, create a Line chart using
the ranges A2:M3 and A8:M8.
7
8
Add
Expected Break-Even Point as the title.
Position the chart so that the upper left corner of the chart is in

cell B22.
7
9
Ensure that the Analysis ToolPak add-in is installed. On the
Sales worksheet, create a Moving Average using the sales
B2:B49 as the input range,
7 as the interval,
C3 as the output range, and selecting the
Labels in First Row and Chart Output options.
7
10
Select the chart, and then move the chart to a new sheet named
Sales Trend Chart
7
11
On the Sales Trend Chart worksheet, click one time to select the
Horizontal (Category) Axis Labels, display the Select Data
Source dialog box, click to Edit the Horizontal (Category) Axis
Labels, if necessary display the Sales worksheet, and then select
the range A9:A49 from the Sales worksheet. On the Sales Trend
Chart worksheet, change the date format used for the Horizontal
(Category) Axis labels to the 3/14 Date format.
5
12
On the Sales Trend Chart worksheet, change the category
(horizontal) axis title to
Date On the value (vertical) axis, set the
Minimum to
1500 Click outside of the chart to deselect it.
7
13
On the Schedules worksheet, in cell F3, enter a COUNTIFS
function to count the number of Afternoon shifts each Scooper

is scheduled to work. Defined names exist for SCOOPER and
SHIFT and the order is SCOOPER, cell E3, SHIFT, and
"Afternoon." Copy the formula down to cell F15.
7
14
In the range I3:I15, enter an AND function to determine which
Scoopers are scheduled for 3-5 Afternoon shifts.
7
15
In cell J3, enter a COUNTIFS function to calculate the number
of Monday shifts each Scooper is scheduled to work. Edit the
formula in cell J3 by adding a second COUNTIFS function to
calculate the number of Tuesday shifts each Scooper is
scheduled to work. Copy the formula down through cell J15.
Defined names exist for the range SCOOPER and DAY.
7
16
In cell K3, enter an IF function with a nested AND function to
determine which Scoopers are scheduled for 3-5 shifts,
including a Monday or Tuesday. The function should return the
world
Eligible if true and leave the cell blank if
false. Copy the formula down through cell K15. Three Scoopers
are eligible.
7
17
Display the Service Awards worksheet. Scoopers earn a cash
award when the number of Comment Cards from customers with
a positive comment is over 20 per month. In cell C3, enter an
IFS function to compute the cash award based on the following:
Comments over 30 earn a bonus of $75, Comments over 25 earn
a bonus of $50, Comments over 20 earn a bonus of $25, and if
conditions are not met, leave the cell blank. Copy the formula
down through cell C15. Nine awards display as the result.
7

18
Ensure that the worksheets are correctly named and placed in
the following order in the workbook: Scenario Summary,
Projected Income, Sales Trend Chart, Sales, Schedules, and
Service Awards. Save and close the file and then submit for
grading.
0
Total Points
100
Created On: 10/28/2021 1
GO19_XL_CH08_GRADER_8G_AS - Sales and Income
1.3