Computer Technology IIExcel 3 AssignmentUSOE Standard(s):Standard 2 The purpose of this assignment is to review previously learned Excel concepts.

1. Open the Markum Financial document from your class files.2. Save your file as Per Last First Excel 3 Markum Financial to your Excel 3 folder in your

student drive.3. Update document properties.4. On Credit Accounts tab, add a header and footer in class format.

Markum Financial 1. Change the theme to Damask, the colors to Blue Green, and the fonts to Century Gothic.2. Setup document properties according to your class requirements.3. Change the fill color for cells A1:A2 to Aqua Accent 1 and the font color to White.4. Change the Tab color to Aqua Accent 1.5. Select columns A through I and apply an autofit column width to those columns. (Home-

Cells-Format)6. Insert a column between E and F. Add the title “Current Balance”. Wrap the title so it

appears on two lines.7. Calculate the Current Balance by subtracting the Credits and Payments

from the Beginning Balance.8. Fill without formatting the formula for Current Balance down to row 10.

Use the Autofill Options button to Fill without Formatting (This will copy the formulas but not the dollar signs).

9. Fill the Total formula from E11 to F11. 10.To Calculate the Service Charge Amt. use an If Statement,

If their Beginning Balance is over $500 they are charged the regular Rate of their Current Balance otherwise they get the discount Rate:

Calculate the Service Charge Amount in Cell G4, set up an IF statement that calculates the Service Charge Amount using the following criteria (Use Formulas tab-Logical-If).

Logical Test: If the Beginning Balance is greater than $500. (B4>500)

Value if True: The service charge amount is calculated by multiplying the regular service charge rate (C14) times the Current Balance ($C$14*F4) . (Use the F4 key to put the $ on the absolute reference $C$4).

Value if False: The service charge amount is calculated by multiplying the discount service charge rate (C13) times the Current Balance ($C$13*F4).

Hint: If the formula was completed correctly, the Service Charge Amount in G4 will be 0.4975.

11.Fill the formula from G4 down to row 10 – format with Comma Style and format G4 with Currency.

12.In Cell I4 set up an IF statement that will insert the words Yes or No in the Late Fee column. If no payment was made by the customer, then a late fee will be applied so the

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word Yes should be displayed in the cell. Otherwise, the word No should be displayed in the cell.

Logical Test: If the Payment is greater than 0. (D4>0)Value if True: “No”Value if False: “Yes”

13.Fill the formula for Late Fee down to row 10.14.The late fee for Markup Financial has been increased to $25. Replace the $15 Flat fee in

C15 with $25.15.In Cell J4 set up an IF statement that calculates the balance after the late fee. If no

payment was made by the customer, then add $25 (use C15 as an absolute reference $C$15) to the new balance. Otherwise, the new balance will remain unchanged.

Logical Test: If the Late fee is “Yes” (I4=”Yes”). Value if True: The new balance plus the Flat Fee (H4+$C$15).Value if False: The new balance (H4).

16.Copy the formula in Cell J4 down to rows 10. Adjust the column width to show the Total (autofit).

17.Format J5:J10 with Comma style, format J4 with Currency style and Autofit the column width.

18.Wrap the text in cell H3 between the words New and Balance.19.Format H5:H10 with Comma style and Autofit column H.20.Save.

21.Set up Conditional Formatting for B4:B10. If the Beginning Balance is greater than $500, fill the cell with a Light Red Fill.

Highlight the cells B4 to B10 Go to the Home Tab, Styles Group, Choose

Conditional Formatting-choose Highlight Rules-Greater Than—Type 500 in the first cell and choose Light Red Fill.

22.Add Light Blue Data bars—Conditional Formatting to cells J4:J10.

23.Add a comment to I3 that says Late fee added if payment not made. (Click in I3, go to Review, New Comment)

24.Add a comment to G3 that says Rate charge based on Beginning Balance.25.Add a comment to B3 that says: Red highlight for accounts over $500.26.Save

27.Add an Online Image of a two stacks of dollar bills (search for dollar bill) the right side of Title—re-size to .6 inches and change the background color of White to transparent (Format, Color, Set Transparent Color).

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28.Make a copy of the image and place on the left of the title-flip the image horizontally. (Format, rotate, Flip Horizontally)

29.Change the Orientation for the sheet to Landscape and change the margins to Narrow- Scale to Fit 1 page wide by 1 page tall.

30.Fix the title of the spreadsheet to Markham Financial.31.Click on Cell A1—On the Insert Tab, choose Hyperlink, in the address window, type:

www.markhamfinancial.com Test the hyperlink. 32.Change cell A1 to Title Style and change the font back to White. Notice when you point to

the title your mouse pointer changes to follow the link.

33.Save.34.Save As Per Last First Excel 3 Markham Financial. Delete the Markum Financial file from

your Excel 3 folder.

35.Open the Financial Append file.36.Insert a column before column C.37.Label C1 Customer.38.Combine the Last and First names in column C using Concatenate with a comma and a

space before the First Name. (=Concatenate(A2,”, “,B2)39.Fill for all names.40.Autofit column C.41.Move Sheet 1 to the Markham Financial Workbook-place the sheet after Credit Accounts

and name the tab “Financial Append”.42.Insert 7 rows at Row 7 on the Credit Accounts Tab.43.Highlight and copy cells C2:G8 on the Financial Append tab.44.In Cell A7, use Paste Special and Paste Values-(otherwise the names will give you a #Ref

error).45.Change all number formats to match the others using Format Painter. (Highlight B17:E17

and use Format Painter, paste the format from B7:E13)46.Fill formulas from F4:J4 for the new accounts.47.Sort the data alphabetically on the Customer column (make sure to not include Totals in

the sort).48.Adjust formatting where needed.49.Save.

Formulas50.In cell B25 use the Count function to calculate the number of accounts (B4:B17).51.In cell B26 calculate the number of accounts past due-those accounts where no payment

was made-Use CountIf: go to the Formulas Tab, Insert Function, type countif-search and select: Range D4:D17, Criteria =0 press Tab-The result should be 4, click OK.

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52.In B27 use the SumIf function to calculate a total of New Balances on accounts where no payment was made:

53.In cell B28, calculate the total of late fees by multiplying the number of late fees by the Late Fee amount in cell C22. (It should be $100)

54.In cell B29 calculate the Number of Current Accounts using CountIf. Don’t count the Late Fee column because CountIf will only count numbers. Count the Payment column and look for >0 for accounts that made payments.

55.Now calculate the Total on Current Accounts using SumIf.

56.Format C27, C28 and C30 with Currency style.

57.Center the spreadsheet horizontally and vertically on the page (Page Setup Margins tab).58.Set the document to print one page wide by one page tall and to print gridlines and

headings.

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59.Save.

60.On Sheet 2-name the tab Summary61.Change the tab color to Teal Accent 3.62.In Cell A1, Type the title “Markham Financial” hold the control key down and press enter

and type the sub-title to “Credit Accounts Summary”.63.Merge and Center the title from A1:D1.64.Change the cell style for A1:D1 to Title Style.65.Change the row height for row 1 to 80.66.Vertically center the title.67.Create two line titles in row 2, in cell A2 type Customer, in cell B2 type Beginning Balance,

in cell C2 type Service Charge, and in D3 type Balance After Late Fee.68.Apply the Heading 3 style to cell A2:D2 and center the cells.69.Add an Ice Blue Background 2 fill to cells A1:D1.70.Change the column width of A through D to 18.71.Save.

72.In cell A3, create a formula that links the first customer on the Credit Accounts sheet to the Summary sheet. (In cell A3 type the “=” sign and then click on the Credit Accounts tab, click on cell A4 then press enter).

73.Fill the formula in cell A3 down to row 16.74.In cell B3, link to the cell B4 on the Credit Accounts tab. (Click on B3 on the Summary tab,

type the “=” equal sign, click on the Credit Accounts tab, select B4 then press enter).75.Fill the formula to row 16.76.In cell C3, link to the cell G4 on the Credit Accounts tab and fill the formula.77.In cell D3, link to the cell J4 on the Credit Accounts tab and fill the formula.78.On the Summary tab, format the values in cells B3:C16 with Comma Style. 79.Save.

80.Create a 3-D Stacked Column Chart comparing the Beginning Balances and the Balance After Late Fee.Highlight cells A3:B16, hold your control key and highlight D3:D16 – on the Insert Tab, choose Column Chart and choose the first 3-D stacked column chart.

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81.Move the chart so it starts in the upper left corner of F2 and extends to the bottom right corner of cell L16.

82.Apply the Chart Style 6 from the Design Tab.83.Change the Chart Title to Customer Balance Comparison.84.Move the Legend to the Legend to the Top of the chart. (Add Chart Element, Legend, Top).85.Add the Alt Text Title of “Credit Summary” to the chart. (Format Chart Area, Size and

Properties, Alt Text).

86.Change the color of the Balance after Late fee to White. (Click on the Legend, choose Balance After Late Fee, go to the Fill option in the Format Legend Entry Pane, change Color to White).

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87.Add a custom 4 Rating Icon Set to cells D3:D16- (This is in Conditional Formatting, Icon Sets, More Rules) match the information below:

88.Save.89.Setup a class header/footer for this sheet.90.Change the orientation to Landscape, Narrow Margins, Fit to one page wide by one page

tall.91.Save.

92.On the Credit Accounts Sheet, go to the Review Tab and select Show All Comments.93.Take a full screen snipping of the page. Open Word, change orientation to landscape-paste

the snipping.94.In your word document, create a Header and Footer in class format using Excel 3 Markham

Financial Snipping in the center of the header. Save the Word Document as:period Last First Excel 3 Markham Financial Snipping.

95.Submit your file according to your Teacher’s instructions.

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