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Save the workbook to your Desktop or Documents (save your workbook frequently so that you will not lose

any of
your work).

A retail chain company is asking you to perform some analysis using their inventory data.

1- On the "Inventory List" sheet:


a- Add your name and today's date and time (using the date and time functions) to the footer of the sheet. Your name
should appear in the left corner, date and time should appear in the center.
b- Insert an empty column between columns E and F. The new column should be titled "Inventory Value". For each
row, the cells in that column should display the value of "Unit Price X Inventory in Stock".
c- Use the Freeze Pane to freeze the top row so all column headings are still visible when scrolling down to the end of
the sheet.
d- Sort the data in the sheet by Location (column A) in ascending order.
e- In column E (titled "Recorder Needed"), in each cell create an IF function that will check if the "Quantity Needed" is
larger than "Quantity in Stock". If it is correct, then the function should display "TRUE", if not "FALSE".
f- Use conditional formatting to highlight in red all cells in column H where "Recorder Needed = TRUE".
g- Change the color for the sheet's tab to green.
h- Convert the data in the sheet (A1:H91) to a table. Use any of the "yellow" styles. Your table should include the
"Filter Button" for the column headings. Using the Location filter to filter out "Regina".

2- Using the data in the "Inventory List" sheet.


a- Create a PivotTable (in a new sheet) that displays the Sum of Inventory Value for each Item for each Location (tip:
use "Location" in COLUMNS, "Items" in ROWS, "Item categories" in FILTERS). Name the sheet "Pivot Table".
b- Create a Slicer based on Item Categories. Move the Slicer so the upper left corner is in cell G2.
c- Create a PivotChart, stacked column on a new sheet. Change the chart title to "Items Total Value". Rename the
new sheet Inventory Summary. Change the tab color to "green".
d- Filter the chart to include only "Automotive" and "Tools".

3- On "Analysis" sheet, in the Top Table,


a- Use merge cells to merge cells B1:D1. Rotate the text by 5 degree (i.e., the right-hand end of the text should be
higher than the left-hand text by 5 degrees). Change the font color to red, font size to 14 pt., font type to "Arial".
Resize the columns and the row if necessary so the full text is visible.
b- Format the data in cell B3:D5 as Currency with one digit after the decimal point.
c- Use the SUM function to complete the calculations for the "Total" column (cells E3:E5). The values should
represent the total inventory for each location. Format the data as Currency with two digits after the decimal point.
d- In the "Trend" column (cells F3-F5), create sparklines with Markers that represent the inventory values across the
three types of Item Categories (Tools, Major Appliances, Automation) for each Location.
e- Create a 3-D Pie Chart that shows the Total (in cell E3:E5) for each of the three locations (i.e., each Location
should be a slice of the pie). The title of the chart should be "Inventory by Location". The title should be displayed in
"Arial Black" size 20 pt. The chart should show the data labels as percentages (make sure the labels are in a readable
font). In terms of styling, change the top and bottom bevels to a new style (any style is OK) and set the Pie Explosion
to 10%. Move the chart to a new sheet and name the sheet "Pie Chart".

4- On "Analysis" sheet, in the Bottom Table,


a- Using the data in the "Inventory List" sheet, complete the Bottom Table by creating formulas (SUMIF function) to
find the total Quantity in Stock (column E in the "Inventory List" sheet) and total Quantity Needed (column G in the
Inventory List sheet) for each Item Category. To complete the rest of the table, you need to use the correct absolute
referencing. Format these values as numbers (not currency) with no digits after the decimal point.
b- Given that some of the existing inventory is likely to be misplaced, it is always good practice to have extra inventory
at hand. Based on historical data, you estimate the inventory loss rate to be 7.3%. In cells E9:E11 calculate the
adjusted inventory needed for each item category such that: Real Need = Quantity Needed + (Quantity in Stock *
Estimated Loss Rate). When referring to the Estimated Loss Rate in your formula, you must refer to cell E13, and you
must use the correct absolute referring (which uses $ signs) to allow you to auto-fill the E10:E11. Round up the values
to the nearest number.
c- Create a 3-D clustered column chart that displays the Quantity in Stock (C9:C11), Quantity Needed (D9:D11), and
Real Need (E9:E11) for each Item Category (i.e., the Item Category should be on the x-axis; for each Category there
should be three columns representing Quantity in Stock, Quantity Needed and Real Need). Each column should be
rotated at 50 degree on the x-axis. The title of your chart should be "Inventory Levels". You should show data labels
(as data callouts that include both the Item Category and the value) and the chart legend (to the right-hand side of the
chart). Move the chart to a new sheet and name the sheet "New Chart".

5- On "Analysis" sheet,
a- In cell A17, create an AVERAGEIF function that calculates the average of the "Unit Price" (column D in the
Inventory List sheet) for items in "Toronto" (column B). Format as currency with two digits after the decimal point.
b- In cell B17, create a COUNTIF function that looks for the total number of items in the Inventory List sheet that are
"Belt Sander" (in column B). Use Defined Names function in Excel to label cell B17 as "Belt_Sander".
c- In cell C17, create an IF function, that checks whether the total inventory value for Toronto for the three item
categories (from the Top Table) is larger than that for Victoria. If true it should return "Correct", else it should return
"Not Correct".
d- In cell D17, use the MAX function to determine the maximum value in cells B3:D5.
e- In cell E17, use the UPPER function to convert the text in cell B9 to upper case.
f- In cell F17, use the LEFT function to output the first 3 letters in the word contained in cell B11.

6- Use the Excel "spelling" function to check and correct all the spelling mistakes in this instruction sheet (i.e., in this
textbox). [Hint: There are 9 spelling mistakes].

08/11/2023
Sameh Al Natour
04:32:28
Items Total Value
400000

350000

300000

Victoria
Vancouver
250000 Toronto
Regina
Ottawa
Montreal
200000
Halifax
Edmonton
Charlottetown
Location Calgary
150000

100000

50000

0
Automotive battery Belt Sander Car Shelter Circular Saw Hammer Drill Wrench Set Total Result
Item Category - multiple -
This shape represents a
Sum of Inventory ValueLocation slicer. Slicers are
Item Calgary supported
Charlottetown Edmonton Halifax Montreal Ottawa in Excel
Regina Toronto2010
Automotive battery 10325 11505 649 4425 or later.
7434 2301 8496 10502
Belt Sander 11346 15810 16833 16368 7347 9207 12648 7533
If the shape was
Car Shelter 3950 8800 5250 4550 2750 modified
4600 2600 4200
in an earlier
Circular Saw 6384 5130 3648 4902 8778 version
2451 of 9234
Excel,3990
or if
Hammer Drill 5763 1020 3111 3060 0 the workbook
459 3111 was saved
5100
Wrench Set 3610 1349 3610 1843 in Excel
2128 2565 3724 2003 or earlier,
133
the slicer cannot be
Total Result 41378 43614 33101 35148 28437 21583 used. 39813 31458
e represents a
ers are
in Excel 2010Vancouver VictoriaTotal Result
8378 4366 68381
18135 10230 125457
e was
n an earlier 8650 8300 53650
Excel, or if 6840 2109 53466
ook was saved 1020 8262 30906
003 or earlier, 437 3344 22743
cannot be
43460 36611 354603
Location Item Item Category Unit Price Quantity in Stock Inventory Value
Calgary Automotive battery Automative 59 175 10325
Calgary Car Shelter Automative 50 79 3950
Calgary Frying Pan Major appliances 75 6 450
Calgary Coffee Table Major appliances 11 64 704
Calgary Diffuser Major appliances 38 53 2014
Calgary Hammer Drill Tools 51 113 5763
Calgary Belt Sander Tools 93 122 11346
Calgary Circular Saw Tools 57 112 6384
Calgary Wrench Set Tools 19 190 3610
Charlottet Automotive battery Automative 59 195 11505
Charlottet Car Shelter Automative 50 176 8800
Charlottet Frying Pan Major appliances 75 152 11400
Charlottet Coffee Table Major appliances 11 22 242
Charlottet Diffuser Major appliances 38 106 4028
Charlottet Hammer Drill Tools 51 20 1020
Charlottet Belt Sander Tools 93 170 15810
Charlottet Circular Saw Tools 57 90 5130
Charlottet Wrench Set Tools 19 71 1349
Edmonton Automotive battery Automative 59 11 649
Edmonton Car Shelter Automative 50 105 5250
Edmonton Frying Pan Major appliances 75 23 1725
Edmonton Coffee Table Major appliances 11 182 2002
Edmonton Diffuser Major appliances 38 146 5548
Edmonton Hammer Drill Tools 51 61 3111
Edmonton Belt Sander Tools 93 181 16833
Edmonton Circular Saw Tools 57 64 3648
Edmonton Wrench Set Tools 19 190 3610
Halifax Automotive battery Automative 59 75 4425
Halifax Car Shelter Automative 50 91 4550
Halifax Frying Pan Major appliances 75 128 9600
Halifax Coffee Table Major appliances 11 133 1463
Halifax Diffuser Major appliances 38 96 3648
Halifax Hammer Drill Tools 51 60 3060
Halifax Belt Sander Tools 93 176 16368
Halifax Circular Saw Tools 57 86 4902
Halifax Wrench Set Tools 19 97 1843
Montreal Automotive battery Automative 59 126 7434
Montreal Car Shelter Automative 50 55 2750
Montreal Frying Pan Major appliances 75 126 9450
Montreal Coffee Table Major appliances 11 81 891
Montreal Diffuser Major appliances 38 24 912
Montreal Hammer Drill Tools 51 0 0
Montreal Belt Sander Tools 93 79 7347
Montreal Circular Saw Tools 57 154 8778
Montreal Wrench Set Tools 19 112 2128
Ottawa Automotive battery Automative 59 39 2301
Ottawa Car Shelter Automative 50 92 4600
Ottawa Frying Pan Major appliances 75 153 11475
Ottawa Coffee Table Major appliances 11 181 1991
Ottawa Diffuser Major appliances 38 97 3686
Ottawa Hammer Drill Tools 51 9 459
Ottawa Belt Sander Tools 93 99 9207
Ottawa Circular Saw Tools 57 43 2451
Ottawa Wrench Set Tools 19 135 2565
Toronto Automotive battery Automative 59 178 10502
Toronto Car Shelter Automative 50 84 4200
Toronto Frying Pan Major appliances 75 189 14175
Toronto Coffee Table Major appliances 11 65 715
Toronto Diffuser Major appliances 38 125 4750
Toronto Hammer Drill Tools 51 100 5100
Toronto Belt Sander Tools 93 81 7533
Toronto Circular Saw Tools 57 70 3990
Toronto Wrench Set Tools 19 7 133
VancouverAutomotive battery Automative 59 142 8378
VancouverCar Shelter Automative 50 173 8650
VancouverFrying Pan Major appliances 75 28 2100
VancouverCoffee Table Major appliances 11 123 1353
VancouverDiffuser Major appliances 38 43 1634
VancouverHammer Drill Tools 51 20 1020
VancouverBelt Sander Tools 93 195 18135
VancouverCircular Saw Tools 57 120 6840
VancouverWrench Set Tools 19 23 437
Victoria Automotive battery Automative 59 74 4366
Victoria Car Shelter Automative 50 166 8300
Victoria Frying Pan Major appliances 75 156 11700
Victoria Coffee Table Major appliances 11 14 154
Victoria Diffuser Major appliances 38 155 5890
Victoria Hammer Drill Tools 51 162 8262
Victoria Belt Sander Tools 93 110 10230
Victoria Circular Saw Tools 57 37 2109
Victoria Wrench Set Tools 19 176 3344
Quantity Needed Reorder Needed?
182 TRUE
200 TRUE
144 TRUE
88 TRUE
78 TRUE
49 FALSE
4 FALSE
69 FALSE
71 FALSE
13 FALSE
46 FALSE
25 FALSE
106 TRUE
102 FALSE
40 TRUE
127 FALSE
30 FALSE
85 TRUE
142 TRUE
34 FALSE
113 TRUE
131 FALSE
102 FALSE
119 TRUE
196 TRUE
171 TRUE
154 FALSE
45 FALSE
184 TRUE
4 FALSE
137 TRUE
22 FALSE
69 TRUE
157 FALSE
171 TRUE
34 FALSE
162 TRUE
177 TRUE
144 TRUE
194 TRUE
56 TRUE
171 TRUE
115 TRUE
38 FALSE
48 FALSE
12 FALSE
9 FALSE
179 TRUE
112 FALSE
110 TRUE
17 TRUE
179 TRUE
106 TRUE
102 FALSE
159 FALSE
194 TRUE
125 FALSE
31 FALSE
159 TRUE
53 FALSE
30 FALSE
113 TRUE
146 TRUE
173 TRUE
68 FALSE
106 TRUE
119 FALSE
12 FALSE
175 TRUE
2 FALSE
12 FALSE
151 TRUE
68 FALSE
111 FALSE
161 TRUE
47 TRUE
104 FALSE
12 FALSE
78 FALSE
2 FALSE
5 FALSE
Inventory by Location

30%
34%

36%

Toronto Victoria Calgary


Inventory Levels

4500
Tools; 4090

4000 Tools; 3723


Tools; 3424
3500 Major Appliances; 3249
Major Appliances; 3037
Major Appliances; 2900
3000

Automative; 2376
2500 Automative; 2232 2213
Automative;

Quantity in Stock
2000
Quantity Needed
Real Need
1500

1000

500

0
Tools
Major Appliances
Automative
and
tory Value for Each Item
Sum of Inven

Top Table
Location Tools Major Appliances Automative Total Trend
Toronto $ 16,756.0 $ 19,640.0 $ 14,702.0 $ 51,098.00
Victoria $ 23,945.0 $ 17,744.0 $ 12,666.0 $ 54,355.00
Calgary $ 27,103.0 $ 3,168.0 $ 14,275.0 $ 44,546.00

Item Category Quantity in Stock Quantity Needed Real Need

Bottom Table
Tools 4090 3424 3723
Major Appliances 2900 3037 3249
Automative 2232 2213 2376

Estimated Loss Rate: 7.3%

AVERAGEIF COUNTIF IF Function MAX UPPER LEFT


$ 50.33 10 Not Correct $ 27,103.0 TOOLS Aut

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