Shelly Cashman Excel 2019 | Module 2: SAM Project 1b

Aaliyah Shepard
SUBMISSION #1 | SCORE IS: 88 OUT OF 100 GE ver. 7.87.0

1. Caleb Ramos is a manager in the Accounts Receivable Department of Edgerton-Norris, a pharmaceutical company in 3/3
Minneapolis, Minnesota. Caleb has started to create an Excel workbook to produce and track client invoices. He asks you to
format the workbook to make the information clearer and easier to understand.

Go to the Invoice worksheet. Change the name of the worksheet tab to Current Invoice to use a more descriptive name.

Change the name of a worksheet.

2. Middle Align the contents of cell A1 to improve the appearance of the worksheet title. 0/3
Align cell content vertically.
In the Current Invoice worksheet, the content of cell A1 should be formatted using the Middle Align alignment.

3. Format the billing section to show that the information belongs together as follows: 10/10
a. Add Outside Borders to the range A2:F4.
b. Change the border color to Green, Accent 4 (8th column, 1st row of the Theme Colors palette).

Add a border to a range.

Change the border color for a range.
4. Apply the Short Date number format to cell F3 to use a more common date format. 5/5
Change the number format.
5. Go to the Invoice Tracker worksheet. Format the worksheet title in cell A1 to make it stand out as follows: 10/10
a. In cell A1, change the font to Franklin Gothic Medium.
b. Change the font size to 18 point.
c. Change the font color to White, Background 1.
d. Bold the worksheet title.
e. Merge the worksheet title across the range A1:I1.

Change the font of cell contents.

Change the font size of cell contents.
Change the font color of cell contents.
Change the font style of cell contents.
Merge across a range.
6. Resize the width of column A and column B using AutoFit to display all the text in the column. 4/4
Change the column width using AutoFit.
7. Caleb asks you to find any duplicate entries and then delete them. Respond to his request as follows: 8/8
a. In the range A5:A16, use Conditional Formatting Highlight Cells Rules to highlight Duplicate Values in Light Red Fill with
Dark Red Text.
b. Delete the row containing the first duplicate value.

Apply a conditional formatting highlight cells rule.

Delete a row.
8. Caleb wants to keep a running count of the invoices sent to clients. 5/5

In cell B3, enter a formula that uses the COUNTA function to count the values in the range A5:A15 to determine the number of
invoices.

Create a formula using a function.

9. Caleb wants to display all the text in cell E4, but format it so that it requires less horizontal space. Make this formatting change as 6/6
follows:
a. Change the width of column E to 9.00, which is wide enough to display the characters in each word of the column heading in
cell E4.
b. Wrap the contents of cell E4 to display the text on two lines.

Change the column width.

Wrap text in a cell.
10. Apply shading to the ranges A2:C3 and A17:B19 using Green, Accent 3, Lighter 80% (7th column, 2nd row of the Theme 5/5
Colors palette) to separate these ranges from the rest of the worksheet.
Change the fill color of a range.
11. In cell A3, decrease the number of decimal places to 2 to format the value as a dollar amount. 0/2
Adjust the number of decimal places.
In the Invoice Tracker worksheet, cell A3 should be formatted as a dollar amount by decreasing the number of decimal
places to two.
12. Apply the 40%—Accent3 cell style to the range A4:I4 to indicate those cells contain column headings. 0/5

Apply a cell style.

In the Invoice Tracker worksheet, the range A4:I4 should be formatted using the 40%—Accent 3 cell style.

13. Apply the Accounting number format to the range D5:D15 to show that the values are dollar amounts. 5/5

Change the number format.

14. Caleb wants to know at a glance which invoices are for the most amounts. 5/5

In the range D5:D15, use Conditional Formatting to create a Data Bars rule with the Gradient Fill Green Data Bar color option.

Apply a conditional formatting rule that uses data bars.

Change the fill color of Conditional Formatting Data Bars.
15. Caleb also wants to highlight the invoices that have not been paid. 5/5

In the range F5:F15, use Conditional Formatting Highlight Cells Rules to format cells containing a cell value equal to N in
Light Red Fill with Dark Red Text.

Apply a conditional formatting rule.

Format a conditional formatting highlight cells rule.
16. In cell B17, enter a formula using the AVERAGE function to calculate the average invoice amount (range D5:D15). 5/5

Create a formula using a function.

17. In cell B18, enter a formula using the MAX function to calculate the maximum invoice amount (range D5:D15). 5/5

Create a formula using a function.

18. In cell B19, enter a formula using the MIN function to calculate the minimum invoice amount (range D5:D15). 5/5

Create a formula using a function.

19. Check the Spelling in the workbook to identify and correct any spelling errors. 2/2
Run the Spelling check.
20. Change the tab color of the Invoice Tracker worksheet to Green, Accent 3 (7th column, 1st row of the Theme Colors palette) to 0/2
match the color of the Current Invoice worksheet tab.
Change the color of a worksheet tab.
In the Invoice Tracker worksheet, the worksheet tab should be formatted using the Green, Accent 3 tab color.
 Shelly Cashman Excel 2019 | Module 2: SAM Project 1b

Edgerton-Norris
FORMAT WORKSHEETS

Author: Aaliyah Shepard

Note: Do not edit this sheet. If your name does not appear in cell B6, please download a new copy of the file from the SAM
website.
e from the SAM
 Edgerton-Norris
Bill to: Northpoint Clinic Phone: (612) 555-3422 Invoice number: 2-876-0
344 Stevens St.
Address: Minneapolis, MN 55404 Email: info@npclinic.cengage.co Invoice date: 4/3/2021
Invoice for: March pharmaceutical order
Item # Description Quantity Unit Price Discount Price
A-3675 Topical anesthetic 20 $ 4.00 $ - $ 80.00
A-2466 Oral antibiotic 30 $ 15.00 $ 5.00 $ 445.00
D-5570 Antihistamine, oral route 25 $ 1.20 $ - $ 30.00
P-1134 Children's analgesic 50 $ 2.50 $ 7.00 $ 118.00
S-2559 Sedative, oral route 20 $ 10.00 $ 3.00 $ 197.00
K-1288 Topical ointment 10 $ 90.00 $ 10.00 $ 890.00
K-1503 Topical steroid cream 30 $ 7.00 $ - $ 210.00
Invoice subtotal ###
Tax rate 8.03%
Sales tax $ 158.09
Total ###
Invoices
Total from invoices: Number of invoices: Date:
$ 37,067.5 11 4/12/2021
Invoice
Invoice # Client Invoice DateInvoice Amount Paid?Days DueService Charge Amount Due
Due Date
2-876-0 Northpoint Clinic 4/3/2021 $ 2,128.09 5/3/2021 N 21 1.5% $ 2,128.09
2-901-4 Hennepin Hospital 4/3/2021 $ 4,506.22 5/3/2021 N 21 1.7% $ 4,506.22
1-993-7 Park Central Health 3/2/2021 $ 2,547.24 4/2/2021 N -10 1.5% $ 2,585.45
1-976-3 GHA Healthcare 3/2/2021 $ 3,987.04 4/2/2021 Y 0 1.5% $ 3,987.04
1-735-0 Northpoint Clinic 3/2/2021 $ 2,207.37 4/2/2021 Y 0 1.5% $ 2,207.37
1-720-8 Hennepin Hospital 3/2/2021 $ 4,055.89 4/2/2021 N -10 1.7% $ 4,124.84
1-687-3 GHA Healthcare 2/1/2021 $ 4,128.16 3/1/2021 Y 0 1.5% $ 4,128.16
1-635-6 Minnesota Medical 2/1/2021 $ 2,674.48 3/1/2021 N -42 1.5% $ 2,714.60
1-547-2 Park Central Health 2/1/2021 $ 2,840.38 3/1/2021 Y 0 1.5% $ 2,840.38
1-480-7 MHC Urgent Care 1/4/2021 $ 3,994.87 2/4/2021 Y 0 1.5% $ 3,994.87
1-408-9 GHA Healthcare 1/4/2021 $ 3,850.48 2/4/2021 Y 0 1.5% $ 3,850.48
Total $ 37,067.50
Avg. Invoice Amount: $ 3,356.38
Max. Invoice Amount: $ 4,506.22
Min. Invoice Amount: $ 2,128.09