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Excel University
Purpose To provide sample exercises for using Tables.

Topics
The topics covered are:

Sheet Topic
Exercise 1 Insert a Table; Table Name
Exercise 2 Auto-Expansion
Exercise 3 Structured References
Exercise 4 Automatic Fill-Down
Exercise 5 Automatic Totals
Exercise 6 Column label replacement
Exercise 7 Other Ribbon Settings
Exercise 1
Excel University
Exercise Please perform the following:
Convert the data region below into a Table
Rename the Table to "tbl_data"

Data

AcctNum Account Date Amount

1002 Savings 5/17/2012 $5,348
5022 Overhead 8/28/2012 $168
4000 Income 12/21/2012 $4,353
5041 Trade shows 1/5/2012 $3,723
1010 Prepaids 11/30/2012 $5,429
3000 Retained earnings 9/2/2012 $3,485
1011 Deposits 3/25/2012 $6,756
Exercise 2
Excel University
Exercise Please perform the following:
Convert the data region to a Table
Name the Table "tbl_sales"
Write a SUM function that uses the name tbl_sales
Enter new data immediately under the Table, and notice how it expands and how the SUM function incl

Summary
Total Sales

Sales

Amount
$55,872
$16,729
$11,640
$96,922
$11,556
$82,120
$25,101
$67,771
d how the SUM function includes the new data automatically
Exercise 3
Excel University
Exercise Please perform the following:
Convert the Trial Balance into a Table
Change the name of the Table to "tbl_tb"
Write a SUM function to add up total debits, and another for total credits.
Be sure to use Structured Table References

Summary

Total Debits
Total Credits
Diff 0

Trial Balance

AcctNum AcctName Type Debit Credit

1000 Checking account Asset 154,115
1001 Money market Asset 228,113
1002 Savings Asset 359,772
1010 Prepaids Asset 8,824
1011 Deposits Asset 127,627
1012 Accounts Receivable Asset 872,836
1020 Inventory Asset 1,987,527
1030 Furniture and Fixtures Asset 130,464
1032 Computer Equipment Asset 579,867
1034 Machinery Asset 708,916
1036 Automobiles Asset 132,176
2000 Accounts Payable Liability 261,573
2001 Payroll liabilities Liability 60,027
2002 Taxes Liability 88,916
2010 Loan from officer Liability 25,000
3000 Retained earnings Equity 100,627
3001 Current year earnings Equity 2,377,047
4000 Income Income 10,920,024
5000 COGS Expense 6,628,001
5020 Wages Expense 1,075,820
5021 Salary Expense 308,552
5022 Overhead Expense 209,082
5030 Office supplies Expense 10,069
5040 Marketing Expense 178,907
5041 Trade shows Expense 52,000
5050 Computer software Expense 10,750
5051 Small office equipment Expense 9,058
5052 Postage Expense 2,376
5053 Telephone Expense 27,096
5054 Internet Expense 12,221
5055 Travel Expense 8,787
5056 Meals and Entertainment Expense 10,258
Exercise 4
Excel University
Exercise Please perform the following:
Convert the data region to a Table named "tbl_taxdata"
Name the Tax Rate value "t_rate"
Write the formula to compute Sales Tax (Amount value * t_rate) in the first cell in the Sales Tax column
Note how the formula is automatically filled down
Add a new transaction to the Table; notice how the calculated Sales Tax field is filled down
Write a SUM function to compute the Total Tax Due (a sum of the Sales Tax column, using structured

Settings
Tax Rate 8.25%

Summary
Total Tax Due

Taxable Transactions: Orange County, CA

Invoice CustID Customer Date Amount

13853 POL412 Polaris Enterprises 10/24/2012 $85,680
17611 STA301 Space Time Adventures 12/15/2012 $88,931
26494 PBS408 Physics Book Supply Co 7/12/2012 $76,234
10983 STA301 Space Time Adventures 9/8/2012 $57,660
23302 PBS408 Physics Book Supply Co 7/24/2012 $83,312
17429 EBD220 Entangled By Design 8/29/2012 $75,864
25773 RAM101 Ramsey Electronics 9/29/2012 $9,930
16144 EIN405 AE Time 3/25/2012 $22,673
27586 QCM550 Quantum Computers, Pty LTD 9/10/2012 $1,647
28491 STR202 Star Gazers LLC 6/4/2012 $34,298
10260 ATM201 Atom Miniatures 7/5/2012 $5,823
28710 HBC160 Hubble Contracting 9/14/2012 $96,914
18560 QCM550 Quantum Computers, Pty LTD 8/28/2012 $76,959
n the first cell in the Sales Tax column

es Tax field is filled down

Sales Tax column, using structured references)

Sales Tax
Exercise 5
Excel University
Exercise Please complete the following:
Convert the data region below to a Table named "tbl_vendor_purchases"
Insert a Total Row in the Table to sum the Amount column

Vendor Purchases

VID Vendor Date Amount

SMI333 Smith Electronics 7/8/2012 $53,055
SOU303 The Source 12/27/2012 $16,642
TNK900 Tank Outfitters 4/12/2012 $54,367
SOU303 The Source 3/12/2012 $19,605
MOR300 Morpheus 12/20/2012 $50,160
SMI333 Smith Electronics 2/1/2012 $88,968
SSC201 Seraph Security, LLC 1/28/2012 $47,877
MOR300 Morpheus 9/4/2012 $28,424
SOU303 The Source 10/23/2012 $2,737
TME400 Train Man Express 8/29/2012 $65,820
Exercise 6
Excel University
Exercise Please complete the following:
Convert the data region below to a Table named "tbl_transactions"
Activate the Table (by selecting any cell or range within the Table)
Scroll down the worksheet, and notice how the standard column labels (A, B, C, etc…) are replaced by th

Transaction Data

TransID AcctNum Account DeptNum Dept Date Amount

1223 5050 Computer software 305 Marketing 1/26/2012 $727
1224 5021 Salary 202 Research 1/27/2012 $4,680
1225 5052 Postage 202 Research 1/30/2012 $4,262
1226 5054 Internet 206 Manufacturing 1/31/2012 $4,809
1227 5055 Travel 301 Sales 2/1/2012 $4,025
1228 5056 Meals and Entertai 420 Warehouse 2/2/2012 $976
1229 5055 Travel 301 Sales 2/3/2012 $3,991
1230 5020 Wages 102 HR 2/6/2012 $2,337
1231 5052 Postage 420 Warehouse 2/7/2012 $257
1232 5053 Telephone 101 Accounting 2/8/2012 $631
1233 5020 Wages 202 Research 2/9/2012 $2,899
1234 5050 Computer software 410 IT 2/10/2012 $4,817
1235 5040 Marketing 400 Logistics 2/13/2012 $471
1236 5040 Marketing 301 Sales 2/14/2012 $789
1237 5054 Internet 101 Accounting 2/15/2012 $4,560
1238 5050 Computer software 410 IT 2/16/2012 $3,124
1239 5052 Postage 301 Sales 2/17/2012 $3,139
1240 5052 Postage 102 HR 2/20/2012 $4,638
1241 5050 Computer software 400 Logistics 2/21/2012 $1,774
1242 5054 Internet 301 Sales 2/22/2012 $1,727
1243 5020 Wages 400 Logistics 2/23/2012 $4,513
1244 5020 Wages 410 IT 2/24/2012 $2,869
1245 5054 Internet 100 Corporate 2/27/2012 $723
1246 5050 Computer software 305 Marketing 2/28/2012 $2,516
1247 5053 Telephone 101 Accounting 2/29/2012 $335
1248 5056 Meals and Entertai 102 HR 3/1/2012 $178
1249 5055 Travel 102 HR 3/2/2012 $2,035
1250 5030 Office supplies 301 Sales 3/5/2012 $979
1251 5053 Telephone 206 Manufacturing 3/6/2012 $4,856
1252 5052 Postage 101 Accounting 3/7/2012 $791
1253 5022 Overhead 101 Accounting 3/8/2012 $2,569
1254 5050 Computer software 200 Operations 3/9/2012 $3,281
1255 5052 Postage 202 Research 3/12/2012 $1,494
1256 5053 Telephone 420 Warehouse 3/13/2012 $3,697
1257 5021 Salary 202 Research 3/14/2012 $267
1258 5021 Salary 100 Corporate 3/15/2012 $248
1259 5054 Internet 410 IT 3/16/2012 $1,574
1260 5022 Overhead 420 Warehouse 3/19/2012 $3,938
1261 5055 Travel 301 Sales 3/20/2012 $730
1262 5040 Marketing 206 Manufacturing 3/21/2012 $3,869
1263 5053 Telephone 410 IT 3/22/2012 $4,370
1264 5021 Salary 420 Warehouse 3/23/2012 $4,592
1265 5020 Wages 301 Sales 3/26/2012 $4,233
1266 5054 Internet 202 Research 3/27/2012 $1,231
1267 5021 Salary 206 Manufacturing 3/28/2012 $1,541
1268 5051 Small office equipm 410 IT 3/29/2012 $1,261
1269 5030 Office supplies 400 Logistics 3/30/2012 $2,698
1270 5055 Travel 420 Warehouse 4/2/2012 $3,957
1271 5056 Meals and Entertai 410 IT 4/3/2012 $2,153
1272 5050 Computer software 100 Corporate 4/4/2012 $1,515
1273 5022 Overhead 301 Sales 4/5/2012 $2,259
1274 5040 Marketing 101 Accounting 4/6/2012 $2,937
1275 5021 Salary 101 Accounting 4/9/2012 $4,427
1276 5056 Meals and Entertai 101 Accounting 4/10/2012 $1,555
1277 5030 Office supplies 200 Operations 4/11/2012 $3,604
1278 5054 Internet 206 Manufacturing 4/12/2012 $1,834
1279 5051 Small office equipm 200 Operations 4/13/2012 $3,667
1280 5050 Computer software 100 Corporate 4/16/2012 $3,206
1281 5051 Small office equipm 100 Corporate 4/17/2012 $2,264
1282 5053 Telephone 100 Corporate 4/18/2012 $4,458
1283 5022 Overhead 206 Manufacturing 4/19/2012 $2,733
1284 5050 Computer software 100 Corporate 4/20/2012 $2,905
1285 5030 Office supplies 101 Accounting 4/23/2012 $4,325
1286 5051 Small office equipm 305 Marketing 4/24/2012 $2,074
1287 5054 Internet 206 Manufacturing 4/25/2012 $4,981
1288 5052 Postage 301 Sales 4/26/2012 $795
1289 5054 Internet 400 Logistics 4/27/2012 $1,415
1290 5022 Overhead 305 Marketing 4/30/2012 $2,231
1291 5055 Travel 410 IT 5/1/2012 $3,547
1292 5053 Telephone 202 Research 5/2/2012 $820
1293 5020 Wages 410 IT 5/3/2012 $3,100
1294 5040 Marketing 206 Manufacturing 5/4/2012 $3,869
1295 5030 Office supplies 102 HR 5/7/2012 $2,672
1296 5040 Marketing 410 IT 5/8/2012 $1,120
1297 5051 Small office equipm 420 Warehouse 5/9/2012 $1,563
1298 5030 Office supplies 100 Corporate 5/10/2012 $4,825
1299 5053 Telephone 301 Sales 5/11/2012 $1,030
1300 5052 Postage 400 Logistics 5/14/2012 $4,495
1301 5041 Trade shows 301 Sales 5/15/2012 $641
1302 5021 Salary 200 Operations 5/16/2012 $1,500
1303 5022 Overhead 101 Accounting 5/17/2012 $2,497
1304 5022 Overhead 400 Logistics 5/18/2012 $1,310
1305 5053 Telephone 100 Corporate 5/21/2012 $3,391
1306 5052 Postage 206 Manufacturing 5/22/2012 $1,646
1307 5020 Wages 206 Manufacturing 5/23/2012 $3,220
1308 5052 Postage 206 Manufacturing 5/24/2012 $3,251
1309 5056 Meals and Entertai 206 Manufacturing 5/25/2012 $4,648
1310 5055 Travel 202 Research 5/28/2012 $559
1311 5022 Overhead 410 IT 5/29/2012 $3,894
1312 5022 Overhead 100 Corporate 5/30/2012 $4,234
1313 5055 Travel 301 Sales 5/31/2012 $3,460
1314 5041 Trade shows 305 Marketing 6/1/2012 $4,263
1315 5022 Overhead 202 Research 6/4/2012 $1,699
1316 5040 Marketing 206 Manufacturing 6/5/2012 $4,332
1317 5021 Salary 102 HR 6/6/2012 $2,930
1318 5055 Travel 301 Sales 6/7/2012 $3,629
1319 5055 Travel 100 Corporate 6/8/2012 $4,715
1320 5050 Computer software 305 Marketing 6/11/2012 $3,636
1321 5021 Salary 410 IT 6/12/2012 $154
1322 5052 Postage 301 Sales 6/13/2012 $181
1323 5051 Small office equipm 410 IT 6/14/2012 $1,362
1324 5040 Marketing 101 Accounting 6/15/2012 $4,102
1325 5051 Small office equipm 100 Corporate 6/18/2012 $2,957
1326 5050 Computer software 420 Warehouse 6/19/2012 $535
1327 5052 Postage 400 Logistics 6/20/2012 $1,846
1328 5040 Marketing 202 Research 6/21/2012 $814
1329 5054 Internet 400 Logistics 6/22/2012 $940
1330 5052 Postage 301 Sales 6/25/2012 $2,455
1331 5055 Travel 200 Operations 6/26/2012 $4,564
1332 5041 Trade shows 200 Operations 6/27/2012 $318
1333 5053 Telephone 410 IT 6/28/2012 $2,097
1334 5041 Trade shows 100 Corporate 6/29/2012 $3,838
1335 5041 Trade shows 202 Research 7/2/2012 $3,339
1336 5040 Marketing 420 Warehouse 7/3/2012 $4,968
1337 5052 Postage 420 Warehouse 7/4/2012 $4,558
1338 5051 Small office equipm 305 Marketing 7/5/2012 $1,742
1339 5021 Salary 301 Sales 7/6/2012 $2,570
1340 5041 Trade shows 305 Marketing 7/9/2012 $681
1341 5030 Office supplies 206 Manufacturing 7/10/2012 $2,857
1342 5040 Marketing 410 IT 7/11/2012 $4,525
1343 5055 Travel 400 Logistics 7/12/2012 $3,137
1344 5020 Wages 200 Operations 7/13/2012 $2,649
1345 5021 Salary 400 Logistics 7/16/2012 $4,568
1346 5041 Trade shows 400 Logistics 7/17/2012 $4,897
1347 5030 Office supplies 101 Accounting 7/18/2012 $3,637
1348 5050 Computer software 305 Marketing 7/19/2012 $504
1349 5051 Small office equipm 410 IT 7/20/2012 $4,793
1350 5020 Wages 305 Marketing 7/23/2012 $4,726
1351 5056 Meals and Entertai 200 Operations 7/24/2012 $1,661
1352 5053 Telephone 200 Operations 7/25/2012 $2,651
1353 5050 Computer software 206 Manufacturing 7/26/2012 $4,307
1354 5052 Postage 301 Sales 7/27/2012 $3,423
1355 5022 Overhead 420 Warehouse 7/30/2012 $3,177
1356 5030 Office supplies 305 Marketing 7/31/2012 $2,724
1357 5030 Office supplies 400 Logistics 8/1/2012 $1,784
1358 5030 Office supplies 410 IT 8/2/2012 $845
1359 5030 Office supplies 100 Corporate 8/3/2012 $1,952
1360 5051 Small office equipm 301 Sales 8/6/2012 $4,846
1361 5055 Travel 301 Sales 8/7/2012 $892
, etc…) are replaced by the Table column headers
Exercise 7
Excel University
Exercise Please complete the following:
Convert the data region below to a Table named "tbl_checks"
Explore the various Table Tools > Design buttons, settings and options

Checks

CkNum VID Vendor AcctNum Account Date

4771 SOU303 The Source 5053 Telephone 8/16/2012
4772 CCD075 Cypher Coders 5056 Meals and Entertainment 8/17/2012
4773 SSP204 Switch Supplies 5030 Office supplies 8/20/2012
4774 NEO001 Neo One 5053 Telephone 8/21/2012
4775 KEY201 Key Makers, Inc. 5051 Small office equipment 8/22/2012
4776 NEO001 Neo One 5021 Salary 8/23/2012
4777 SMI333 Smith Electronics 5052 Postage 8/24/2012
4778 SSP204 Switch Supplies 5051 Small office equipment 8/27/2012
4779 KEY201 Key Makers, Inc. 5040 Marketing 8/28/2012
4780 MER333 Merovingian, LLP 5040 Marketing 8/29/2012
4781 CCD075 Cypher Coders 5053 Telephone 8/30/2012
Amount
$4,220
$825
$4,471
$3,675
$4,975
$2,658
$1,337
$2,896
$4,329
$2,500
$2,153