/n New Perspectives Excel 365/2021 | Module 7: SAM Project 1a Valerian State College SUMMARIZING YOUR DATA WITH PIVOTTABLES GETTING STARTED Save the file NP_EX365_2021_7a_FirstLastName_1.xlsx as 1. 2. NP_EX365_2021_7a_FirstLastName_2.xlsx Edit the

file name by changing "1" to "2". If you do not see the .xlsx file extension, do not type it. The file extension will be added for you automatically. PROJECT STEPS Lael Masterson works in the Student Activities Office at Valerian State College in Illinois. Lael has started compiling information on students who are interested in helping run student organizations at Valerian State, and she needs your help completing the workbook. 3. With the file NP_EX365_2021_7a_FirstLastName_2.xlsx open, ensure that your first and last name is displayed in cell B6 of the Documentation worksheet. If cell B6 does not display your name, delete the file and download a new copy. O Switch to the Student Representatives worksheet. In cell E2, enter a formula using the HLOOKUP function as follows to determine a student's potential base hourly rate (which is based on the number of years of post-secondary education): a. Use a structured reference to look up the value in the Post-Secondary Years column. Retrieve the value in the 2nd row of the table in the range P13:U14, using an absolute reference. Because base hourly rate is tiered based on the number of years of education, find an approximate match. Fill the formula into the range E3:E31, if necessary. Student organizations sometimes require transportation for off-campus activities, and school policy requires students to be over 23 years old to serve as transport. Lael wants to determine how many of the active students will be eligible to transport other group members. In cell J2, enter a formula using the IF function and structured references as follows to determine if Kay Colbert can serve as authorized transport: b. The function should use a reference to the value in the Age column to determine if the student's age is greater than 23, and should return the text Yes if true and No if false. b. Fill the formula into the range J3:J31, if necessary. To be eligible for the leadership training program offered by the office, a student must have at least 2 years of post-secondary education or have gone through the organization finance training. a. In cell K2 enter a formula using the IF and OR functions and structured references as follows to determine if Kay Colbert can join the leadership training program: a. The IF function should determine if the value in the student's Post-Secondary Years column is greater than or equal to 2 OR if the value in the student's CENGAGE New Perspectives Excel 365/2021 | Module 7: SAM Project 1a 4. 5. 6. 7. 8. 9. b. Fill the formula into the range K3:K31, if necessary. Experienced students may serve as mentors if they are at least age 21 and have at least 3 years of post-secondary education. In cell L2, enter a formula using the IF and AND functions and structured references as follows to determine if Kay Colbert is eligible to serve as a mentor: a. The IF function should determine if the value in the Age column is greater than or equal to 21 AND the value in the student's Post-Secondary Years column is greater than or equal to 3, and should return the text Yes if a student meets both of those criteria or the text No if a student meets none or only one of those criteria. finance certified status is "Yes", returning the text Yes if a student meets one or both of those criteria or the text No if a student meets neither of those criteria. b. Fill the formula into the range L3:L31, if necessary. Lael is always on the lookout for students who might be interested in running for office in student groups. In cell M2, enter a formula using a nested IF function and structured references as follows to determine first if a student has already been elected to office in a student group, and if not, whether that student meets the qualifications to run in the future: a. b. Otherwise, the formula should determine if the value in the Finance Certified column is equal to the text "Yes" and return the text Yes if true And No if false. Students who work with student organizations are also considered for employment at the Student Activities Office. Students with more than 4 years of post-secondary education are qualified for more complex Tier 2 jobs. In cell N1, enter the text Tier as the column heading. If the value in the Elected column is equal to the text "Yes", the formula should display Elected as the text. a. In cell N2, enter a formula using the IF function and structured references as follows to determine which work tier Kay Colbert is qualified for: The IF function should determine if the value in the Post-Secondary Years column is greater than or equal to 4, and return the value 2 if true or the value 1 if false. b. Fill the formula into the range N3:N31, if necessary. Lael wants a quick way to look up students by their Student ID. In cell Q3, nest the existing VLOOKUP function in an IFERROR function. If the VLOOKUP function returns an error result, the text Invalid Student ID should display. Lael wants to determine several totals and averages for active students. In cell Q8, enter a formula using the COUNTIF function and structured references to count the number of students who have been elected to offices in student organizations. 10. In cell R8, enter a formula using the AVERAGEIF function and structured references to determine the average number of post-secondary years for students who have been elected. 11. In cell R9, enter a formula using the AVERAGE function and structured references to determine the average number of years of post-secondary education of all students as shown in the Post-Secondary Years column. CENGAGE New Perspectives Excel 365/2021 | Module 7: SAM Project la 12. Switch to the Academic Groups worksheet. In cell A14, use the INDEX function and structured references to display the value in the first row and first column of the AcademicGroups table. 13. In cell A17, use the SUMIF function and structured references to display the total membership in 2026 for groups with at least 40 members. 14. Lael is also planning for student groups that the office will be working with in the coming year. She decides to create a PivotTable to better manipulate and filter the student group data. Switch to the Academic Pivot Table worksheet, then create a PivotTable in cell A1 based on the AcademicGroups table. Update the PivotTable as follows so that it matches Final Figure 2: Change the PivotTable name to: AcademicPivotTable Add the Activities field and the Group Name field (in that order) to the Rows area. Add the 2024, 2025, and 2026 fields (in that order) to the Values area. Change the display of subtotals to Show all Subtotals at Top of Group. Change the report layout to Show in Outline Form. Update the Sum of 2024 field in the Values area to display the name 2024 Membership with the Number number format with 0 decimal places. a. b. C. d. e. f. g. h. 15. Lael wants to summarize data for all student groups in a PivotTable. To do so, she must first update the AllGroups table. Update the Sum of 2025 field in the Values area to display the name 2025 Membership with the Number number format with 0 decimal places. Switch to the All Groups worksheet then edit the record for the Astronomy Society to use 76 as the 2026 field value. Update the Sum of 2026 field in the Values area to display the name 2026 Membership with the Number number format with 0 decimal places. 16. Switch to the All Groups PivotTable worksheet. Refresh the PivotTable data, then verify that the 2026 Membership value for the Astronomy Society in row 6 reflects the change you made in the previous step. 17. Apply the Light Blue, Pivot Style Medium 2 PivotTable style to the PivotTable. 18. Add the Office field to the Filters area of the Pivot Table. Filter the table so that only organizations with private offices are visible. 19. Filter the PivotTable as follows: a. Create a Slicer based on the Activities field value. Resize the slicer so that it has a height of 2.2" and a width of 3.2". Move the slicer so that its upper-left corner appears within cell F3 and its lower- right corner appears within cell J14. d. Use the slicer to filter the PivotTable so that only Fraternal groups are visible. 20. Lael also wants to summarize membership data for all organizations using a PivotChart to help determine which groups are showing the most interest from students. Switch to the Activities PivotTable worksheet. Based on the PivotTable on the Activities b. C. CENGAGE New Perspectives Excel 365/2021 | Module 7: SAM Project la PivotTable worksheet, insert a PivotChart using the Clustered Column chart type and format it as follows: a. b. C. Resize and reposition the PivotChart so that the upper-left corner is located within cell F3 and the lower-right corner is located within cell 019. Add the chart title Membership by Type to the PivotChart using the Above Chart option. Filter the PivotChart so that only the membership data for groups with educational, field, and fraternal activities in each type of group displays in the chart. (This filter may be automatically applied when you create the table.) Your workbook should look like the Final Figures on the following pages. Save your changes, close the workbook, and then exit Excel. Follow the directions on the website to submit your completed project. CENGAGE New Perspectives Excel 365/2021 | Module 7: SAM Project la Final Figure 1: Student Representatives Worksheet Microsoft product screenshot reprinted with permission from Microsoft Incorporated. Copyright © 2020 Cengage Learning. All Rights Reserved. Student 10 Name 2 G62918 3 P49234 4 W99035 SV42056 6T59828 7 F72412 8 W20999 9018870 10 W75774 11 N25220 12 094361 13 G87578 14 868170 15 M89375 16 $63900 17196036 18 C82505 19 Y75358 20160811 21 Q56783 22 075281 23 V73596 24 LB6947 25 W90960 26 P40886 27 U88627 28 Y88831 29 P83373 30853454 31 A60088 32 Kay Colbert Michael Crozier Brandon Miles Michael Alvarez de Smith Margaret Cruz Claudette Littell Florence Miller Kimberly Gerace Roman Goble Jocelyn Allen Ron Morse 22 19 Betty Garza 24 Leroy Pirkle 28 Warren Stewart 18 Stacy Wiggins 24 21 23 3 Roberta Ervin James Rusnak Suzanne Lawrence ShannonGamer Emory Little Laura L Floretta Cauthen Beverly Berry Stephanie Papa Wallace Rivera -Ago-Post-Secondary Years Base Rate Class Finance Certified Grad Student Elected Qualified Driver Leadership Training Mentor Officer Qualified Tier 2025 Yes Yes 2026 Yes Yes 2025 Yes No 2026 Yes No 2027 No 2028 Yes 2025 Yes 2029 No Larry Russell Aaron Sifford 24 25 21 18 19 21 26 22 22 20 21 19 24 18 25 24 18 23 19 29 19 25 10 0 16.50 16.50 15.75 15.75 16.50 17.50 15.00 16.50 15.75 16.50 15.00 15.25 A 2028 Yes 2025 No 15.75 2026 Yes 17.50 2026 Yes 15.75 2028 15.75 15.75 15.75 15.25 2026 Yes 2027 No 2029 Yes Yes 2025 Yes 2025 Yes 2029 No 2025 Yes 2028 Yes 15.00 2027 No 16.50 2026 Yes 16.50 2025 Yes 15.00 2028 No 16.50 2026 Yes 2026 Yes 2026 Yes 2025 No 2026 Yes 15.25 17.50 15.25 16.50 1 Group Name 2 Computing Club 3 Astronomy Society 4 Humanities and English Club 5 Environmental Management Club 6 Communication Studies Club No Yes Yes 2 13 Largest Academic Club, 2026: 14 Computing Club 15 No Yes No No No No No Yes No No 16 2026 membership in large groups: 17 417 10 No No No No No Yes Yes No No No Yes No Yes 7 Nursing Club 8 History Club 9 Psychology Association for Students 10 Investigative Forensics Club 11 Accounting and Finance Forum 12 Yes Yes No Yes No No No Yes No No No No No No No No Yes Yes No Yes Yes No Yes Yes Yes Yes No No No Yes Yes P No Yes No No No No No Yes No No No No No Yes No 222 223 22 Yes Yes No No No Yes No Yes Yes Yes Yes - Yes Yes Yes Yes No Yes Yes Yes Final Figure 2: Academic Groups Worksheet No Yes Yes Yes Yes Yes Yes Yes Yes Var Yes No Yes Yes No Yes Yes Yes No Yes Yes Yes Academic Groups Academic Pivot Table No Yes Yes No Documentation Student Representatives Academic Groups Academic PivotTable All Groups All Groups PivotTable Activities Pivot Table Yes Yes No No No No Yes Yes No No No Yes Elected Elected Elected Yes Yes 20 + No Elected No Yes No Yes Yes Yes Yes Elected Yes No Elected No Elected Elected No Elected Yes Elected O 2 CENGAGE 1 Student ID Student Name B D E Type ▾ Activities Academic Field Academic Field Office 2024 Public Private None Academic Professional Private Public Private Academic Service Academic Professional Academic Service Academic Professional None Academic Professional Private Academic Field Public Academic Professional None Elected Students All Stud Postsecondary Years G62918 Kay Colbert Total Students Average Post-Secondary Years 11 30 54 37 47 45 30 44 48 29 6 5 15 81 51 54 44 32 47 40 26 3.8 F G 2025 2026 8 6 15.25 15.75 93 76 64 52 51 41 40 23 10 5 16.5 17.5 HA