NP_EX19_7a_InderChahal_1.xlsxInstructions_NP_EX19_7a x
NP_EX19_7a_FirstLastName_1
GETTING STARTED
· Open the file NP_EX19_7a_FirstLastName_1.xlsx, available for download from the SAM website.
· Save the file as NP_EX19_7a_FirstLastName_2.xlsx by changing the “1” to a “2”.
o If you do not see the .xlsx file extension in the Save As dialog box, do not type it. The program will add the file extension for you automatically.
· With the file NP_EX19_7a_FirstLastName_2.xlsx still open, ensure that your first and last name is displayed in cell B6 of the Documentation sheet.
o If cell B6 does not display your name, delete the file and download a new copy from the SAM website.
PROJECT STEPS
1. 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.
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.
b. Fill the formula into the range E3:E31, if necessary.
2. 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:
a. The function should use a reference to 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.
3. 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.
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 student’s Post-Secondary Years is greater than or equal to 2 OR if the student’s 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 K3:K31, if necessary.
4. 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 student’s age is greater than or equal to 21 AND the student’s post-secondary years are 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.
b. Fill the formula into the range L3:L31, if necessary.
5. 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. If the value in the Elected column is equal to the text “Yes”, the formula should display Elected as the text.
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.
6. 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.
7. 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:
a. The IF function should determine if the student’s Post-Secondary Years 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.
8. 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.
9. 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.
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 2023 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 PivotTable 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:
a. Change the PivotTable name to: AcademicPivotTable
b. Add the Activities field and the Group Name field (in that order) to the Rows area.
c. Add the 2021, 2022, and 2023 fields (in that order) to the Values area.
d. Change the display of subtotals to Show all Subtotals at Top of Group.
e. Change the report layout to Show in Outline Form.
f. Update the Sum of 2021 field in the Values area to display the name 2021 Membership with the Number number format with 0 decimal places.
g. Update the Sum of 2022 field in the Values area to display the name 2022 Membership with the Number number format with 0 decimal places.
h. Update the Sum of 2023 field in the Values area to display the name 2023 Membership with the Number number format with 0 decimal places.
15. Lael wants to summarize data for all student groups in a PivotTable. To do so, she must first update the AllGroups table.
Switch to the All Groups worksheet then edit the record for the Astronomy Society to use 76 as the 2023 field value.
16. Switch to the All Groups PivotTable worksheet. Refresh the PivotTable data, then verify that the 2023 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.
b. Resize the slicer so that it has a height of 2.2″ and a width of 3.2″.
c. 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.
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
>Documentation
| Module : SAM Project 1a
te: Do not edit this sheet. If your name does not appear in cell B , please download a new copy of the file from the SAM website.
r Qualified
6 Yes Student ID 9 2 4
7 Yes Kay Colbert 3 Yes 056
22 Yes 2 No 2
24 Yes 28 2022 18 No 24 Yes 20
21 2022 23 2023 18 No 0 70
19 Yes Base Rate .5
.5
75
21 2023 00
26 2023 22 2025 22 2022 58
20 2022 21 2026 83
19 2022 24 2025 596
18 2024 25 2023 24 2022 886
18 2025 23 2023 19 2023 3
29 2023 19 2022 25 2023 Groups
Office 2022 Academic 54 Academic 37 Academic 47 Academic Private 52 Academic 51 Academic Academic 40 Academic Academic Academic Group Name Accounting and Finance Forum Private 13 Greek Greek Private Field Cultural Recreational Recreational 17 Cultural Private Cultural Communication Studies Club Computing Club Greek 62 Cultural Environmental Management Club Recreational Cultural History Club Humanities and English Club Cultural Investigative Forensics Club Greek Cultural Cultural Cultural Nursing Club Greek Recreational Psychology Association for Students Recreational Recreational Recreational Greek Greek Recreational Greek Recreational 13 3
Row Labels 145 Greek Recreational
2
New Perspectives Excel 2
0
1
9
7
Valerian State College
SUMMARIZING YOUR DATA WITH PIVOTTABLES
Author:
inder chahal
No
6
Student Representatives
Student ID
Name
Age
Post-Secondary Years
Base Rate
Class
Finance Certified
Grad Student
Elected
Qualified Driver
Leadership Training
Mentor
Office
Column1
G6
29
1
8
Kay Colbert
2
4
20
22
Yes
No
G
62
18
P
49
3
Michael Crozier
2
5
20
23
Yes
Yes Student Name
W990
35
Brandon Miles
21
2022
No
Yes
V
42
Michael Alvarez
4
2023
No
No
T598
28
Ida Smith
19
20
24
No
Yes
F72
41
Betty Garza
6
20
25
Yes
No Total Students
Average Post-Secondary Years
W20999
Leroy Pirkle
10
Yes
Yes
No Elected Students
Q18870
Warren Stewart
0
20
26
No
No All Students
30
W757
74
Stacy Wiggins
6 2025
Yes
Yes
N2
52
Billy Herald
3
No
No
No
O943
61
Margaret Cruz
5
Yes
No
No
G87578
Chester Keese
0
2024
No
No Postsecondary Years
1
2
5
8
B6
81
Claudette Littell
1 2026
No
No
15
15.25
15.75
16
17
M8
93
Florence Miller
3
Yes
No
No
S6
39
Kimberly Gerace
8
Yes
Yes
No
Y960
36
Roman Goble
4
Yes
No
No
C82505
Jocelyn Allen
4
Yes
No
Yes
Y7
53
Ron Morse
2
Yes
No
No
J60811
Roberta Ervin
3
No
No
No
Q5
67
James Rusnak
1
Yes
No
Yes
Q75281
Suzanne Lawrence
2
Yes
No
Yes
V
73
Shannon Garner
0
No
No
No
L869
47
Emory Little
5
Yes
Yes
Yes
W90960
Laura L i
6
Yes
Yes
Yes
P
40
Floretta Cauthen
0
No
No
No
U886
27
Beverly Berry
5
Yes
No
No
Y88831
Stephanie Papa
1
Yes
No
Yes
P83
37
Wallace Rivera
9
Yes
Yes
No
B5
34
54
Larry Russell
1
No
No
No
A60088
Aaron Sifford
7
Yes
Yes
Yes
Academic
Group Name
Type
Activities
2021
2023
Computing Club
Field
Public
81
93
Astronomy Society
Field
Private
51
76
Humanities and English Club
Professional
None
54
64
Environmental Management Club
Service
45
44
Communication Studies Club
Professional
Public
30
32
Nursing Club
Service
Private
44
47
41
History Club
Professional
None
48
40
Psychology Association for Students
Professional
Private
29
26
23
Investigative Forensics Club
Field
Public
6
8
10
Accounting and Finance Forum
Professional
None
5
6
5
Largest Academic Club, 2023:
2023 membership in large groups:
Academic PivotTable
All Groups
Type
Activities
Office
2021
2022
2023
Academic
Professional
None
5
6
5
Alpha
Chi Omega
Greek
Fraternal
13
12
Alpha Phi
Fraternal
Private
54
49
61
Alpha Phi Alpha
Fraternal
Private
6
6
6
Arab Students Association
Cultural
Educational
4
3
4
Astronomy Society
Academic
Field
Private
37
51
42
Badminton Club
Recreational
None
28
36
47
Black Students Association
Educational
Private
35
35
33
Broomstick Ball
Field
None
34
41
38
Camping and Excursion Club
Field
Public
14
14
Chi Omega
Greek
Fraternal
Private
27
30
36
College Democrats
Political
7
10
10
College Republicans
Political
Private
16
21
25
Academic
Professional
Public
30
32
51
Academic
Field
Public
54
81
93
Delta Delta Delta
Fraternal
Private
37
46
Democratic Socialists at Valerian
Political
None
53
74
61
Academic
Service
Private
45
44
52
Frisbee Golf Association
Field
None
19
21
19
Hillel
Educational
Public
28
24
27
Academic
Professional
None
48
40
40
Academic
Professional
None
47
54
64
International Students at Valerian
Educational
Public
10
13
16
Academic
Field
Public
6
8
10
Kappa Delta
Fraternal
Private
52
67
62
Latinx Students at Valerian
Educational
Private
26
25
27
LGBTQI* Students Association
Educational
Private
26
22
23
Libertarian Valerians
Political
None
39
52
73
Academic
Service
Private
44
47
41
Pi Beta Phi
Fraternal
Private
26
33
46
Pickup Field Hockey
Field
Private
42
46
47
Academic
Professional
Private
29
26
23
Recreational Rock Climbers
Field
None
37
49
42
Running Club
Field
None
46
44
38
Sailing Club
Field
Private
7
10
13
Sigma Nu
Fraternal
Private
15
12
14
Sigma Sigma Sigma
Fraternal
Private
51
54
64
Take A Hike
Field
None
33
46
37
Tau Kappa Epsilon
Fraternal
Private
25
24
19
Ultramarathoners Fellowship
Field
None
38
46
55
All Groups PivotTable
Row Labels
2021 Membership
2022 Membership
2023 Membership
Academic
345
389
421
Accounting and Finance Forum
5
6
5
Astronomy Society
37
51
42
Communication Studies Club
30
32
51
Computing Club
54
81
93
Environmental Management Club
45
44
52
History Club
48
40
40
Humanities and English Club
47
54
64
Investigative Forensics Club
6
8
10
Nursing Club
44
47
41
Psychology Association for Students
29
26
23
Cultural
244
279
299
Arab Students Association
4
3
4
Black Students Association
35
35
33
College Democrats
7
10
10
College Republicans
16
21
25
Democratic Socialists at Valerian
53
74
61
Hillel
28
24
27
International Students at Valerian
10
13
16
Latinx Students at Valerian
26
25
27
LGBTQI* Students Association
26
22
23
Libertarian Valerians
39
52
73
Greek
306
333
383
Alpha Chi Omega
12
13
Alpha Phi
54
49
61
Alpha Phi Alpha
6
6
6
Chi Omega
27
30
36
Delta Delta Delta
37
46
62
Kappa Delta
52
67
62
Pi Beta Phi
26
33
46
Sigma Nu
15
12
14
Sigma Sigma Sigma
51
54
64
Tau Kappa Epsilon
25
24
19
Recreational
298
356
350
Badminton Club
28
36
47
Broomstick Ball
34
41
38
Camping and Excursion Club
14
17
14
Frisbee Golf Association
19
21
19
Pickup Field Hockey
42
46
47
Recreational Rock Climbers
37
49
42
Running Club
46
44
38
Sailing Club
7
10
13
Take A Hike
33
46
37
Ultramarathoners Fellowship
38
46
55
Grand Total
1193
1357
145
Activities PivotTable
2021 Membership
2022 Membership
2023 Membership
Academic
97
140
Field
97
140
145
Cultural
129
122
130
Educational
129
122
130
306
333
383
Fraternal
306
333
383
298
356
350
Field
298
356
350
Grand Total
830
951
1008
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