USING MICROSOFT EXCEL 2013

Independent Project 4-4

Independent Project 4-4

Eller Software Services has received updated client information with sales numbers. You import the data into the
worksheet, sort and filter it, and apply conditional formatting. You also format the data as an Excel table and
create a PivotTable.

Skills Covered in This Project

Import a text file.

Sort data
Use an AutoFilter.
Filter data by cell color.
Copy, name, and move a worksheet.
Use the Subtotal command.

Apply Conditional Formatting.

Clear filters and conditional formatting.
Create an Excel table.
Create a PivotTable.
Protect a worksheet with a password.

IMPORTANT: Download the resource file(s) needed for this project from the Resources link. Be sure to extract
the file(s) after downloading the resources zipped folder. Please visit SIMnet Instant Help for step-by-step
instructions.

Step 1
Download
start file

Download
Resources

1.

Open the EllerSales-04 start file. If the workbook opens in Protected View, click the Enable Editing button
in the Message Bar at the top of the workbook so you can modify it.

2.

The file will be renamed automatically to include your name. Change the project file name if directed to do
so by your instructor, and save it.

3.

Import the ClientInfo-04.txt file in cell A4. The text file is tab-delimited.

4.

Unhide row 10. Fix the phone number in cell C12.

5.

Set Conditional Formatting to show cells I5:I13 with Yellow Fill with Dark Yellow Text for values that
are less than 1500.

6.

Sort the data first by Product/Service in A to Z order and next by Client Name in A to Z order
(Figure 4-98).

4-98 Rows sorted by "Product/Service" and then by "Client Name"

7.

Display the AutoFilter buttons and filter the Gross Sales data by color to show only those cells with yellow fill.

8.

Copy the MN Clients sheet, name the copied sheet Subtotals, and move it to the right of the MN Clients
sheet.

9.

Clear the filter and the conditional formatting on the Subtotals sheet.

Excel 2013 Chapter 4 Importing, Creating Tables, Sorting and Filtering, and Using Conditional Formatting

Last Updated: 8/18/15 Page 1

USING MICROSOFT EXCEL 2013

Independent Project 4-4

10. Sort by City in A to Z.

11. Use the Subtotal command to show a SUM function in the Gross Sales column at each change
in City (Figure 4-99).

4-99 Subtotal results for gross sales at each change in city

12. Copy the Subtotals worksheet, name the copied sheet Table Data, and move it to the right of the Subtotals
sheet.
13. Remove all subtotals on the Table Data sheet.
14. Format cells A4:I13 as an Excel table with Table Style Medium 9. The external connection is from the imported
data; click Yes in the message box.
15. Display a Total Row in the table (Figure 4-100).

4-100 Table with total row

16. Create a PivotTable based on cells A4:I13 in the Table Data sheet on its own sheet named PivotTable.
17. Arrange the fields in the PivotTable like this: City (FILTERS area), Product/Service (ROWS area), and Gross Sales
(VALUES area).
18. Filter the PivotTable to display only the data for Bemidji and Brainerd.
19. Apply Currency style to B4:B7.
20. Insert a Clustered Column PivotChart on the PivotTable sheet.

Excel 2013 Chapter 4 Importing, Creating Tables, Sorting and Filtering, and Using Conditional Formatting

Last Updated: 8/18/15 Page 2

USING MICROSOFT EXCEL 2013

Independent Project 4-4

21. Delete the legend from the PivotChart and insert the following chart title: Bemidji & Brainerd Gross Sales
(Figure 4-101).

4-101 PivotTable with PivotChart results

22. Protect the Table Data sheet with the password PasswordC.

Step 2

23. Save and close the workbook.

Upload &
Save

24. Upload and save your project file.

Step 3

25. Submit project for grading.

Grade my
Project

Excel 2013 Chapter 4 Importing, Creating Tables, Sorting and Filtering, and Using Conditional Formatting

Last Updated: 8/18/15 Page 3