Independent Project 6-5 Classic Gardens and Landscapes counts responses to mail promotions to determine effectiveness.

Excel 2016 Chapter 6 Exploring the Function Library Last Updated: 3/15/18 Page 1

USING MICROSOFT EXCEL 2016 Independent Project 6-5

Independent Project 6-5 Classic Gardens and Landscapes counts responses to mail promotions to determine effectiveness. You

use SUMIFS and a nested IF formula to complete the summary. You also calculate insurance statistics

and convert birth dates from text to dates.

Skills Covered in This Project • Nest MATCH and INDEX functions.

• Create DSUM formulas.

• Build an IFS function.

• Build SUMIFS formulas.

• Use DATEVALUE to convert text to

dates.

1. Open the ClassicGardens-06 start file. Click the Enable Editing button. The file will be renamed

automatically to include your name. Change the project file name if directed to do so by your

instructor, and save it.

2. Create a nested INDEX and MATCH function to display the number of responses from a city.

a. Click the Mailings sheet tab and select and name cells A3:D28 as Responses

b. Click the Mailing Stats sheet tab.

c. Click cell B21 and type Carthage.

d. Click cell C21, start an INDEX function, and select the first argument list option.

e. Choose the Responses range for the Array argument.

f. Click the Row_num box and nest a MATCH function. Select cell B21 for the Lookup_value and

cells A3:A28 on the Mailings sheet for the Lookup_array. Click the Match_type argument box

and type 0.

g. Click INDEX in the Formula bar. Click the Column_num box and nest a second MATCH

function to look up cell D3 on the Mailings sheet in the lookup array A3:D3.

h. Click the Match_type box and type 0 (Figure 6-105).

i. Format the results to show zero decimal places.

j. Type Smyrna in cell B21.

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Excel 2016 Chapter 6 Exploring the Function Library Last Updated: 3/15/18 Page 2

USING MICROSOFT EXCEL 2016 Independent Project 6-5

3. Use DSUM to summarize mailing data.

a. On the Mailings sheet, note that number sent is located in the third column and response

data is in the fourth column.

b. Click the Criteria sheet tab. Select cell B2 and type lan* to select data for the Landscape

Design department.

c. Click the Mailing Stats sheet tab and select cell B7.

d. Use DSUM with the range name Responses as the Database argument. Type 3 for the Field

argument, and use an absolute reference to cells B1:B2 on the Criteria sheet as the Criteria

argument.

e. Copy the formula to cell C7 and edit the Field argument to use the fourth column.

f. Complete criteria for the two remaining departments on the Criteria sheet.

g. Click the Mailing Stats sheet tab and select cell B8.

h. Use DSUM in cells B8:C9 to calculate results for the two departments.

4. Use SUM in cells B10:C10.

5. Format all values as Comma Style with no decimal places.

6. Create an IFS function to display a response rating.

IMPORTANT: If you are using a version of Excel that does not include the IFS function, create a formula

using nested IF functions instead where each Value_if_false argument is the next IF statement. The

innermost nested IF statement should have a Logical_test argument of C7/B7<10%, Value_if_true

argument of $C$18, and Value_if_false argument of 0.

a. Click cell D7. The response rate and ratings are shown in rows 14:18.

b. Start an IFS function and select C7 for the Logical_test1 argument. Type / for division and

select cell B7. Type >= 20% to complete the test.

c. Click the Value_if_true1 box, select C15, and press F4 (FN+F4) (Figure 6-106).

d. Click the Logical_test2 box, select C7, type /, select cell B7, and type >=15%

e. Click the Value_if_true2 box, click cell C16, and press F4 (FN+F4).

Excel 2016 Chapter 6 Exploring the Function Library Last Updated: 3/15/18 Page 3

USING MICROSOFT EXCEL 2016 Independent Project 6-5

f. Complete the third and fourth logical tests and value_if_true arguments (Figure 6-107).

g. Copy the formula in cell D7 to cells D8:D10.

7. Use SUMIFS to total

insurance claims and

dependents by city and

department.

a. Click the Employee

Insurance sheet tab

and select cell E25.

b. Use SUMIFS with an

absolute reference to

cells F4:F23 as the

Sum_range argument.

c. The Criteria_range1

argument is an

absolute reference to

cells E4:E23 with

Criteria1 that will select

the city of Brentwood.

d. The Criteria_range2 argument is an absolute reference to the department column with criteria

that will select the Landscape Design department.

e. Complete SUMIFS formulas for cells E26:E28. Use the first three letters for the criteria.

f. Format borders to remove inconsistencies, if any, and adjust column widths to display data.

8. Use DATEVALUE to convert text data to dates.

a. Click the Birth Dates sheet tab and select cell D4. The dates were imported as text and cannot

be used in date arithmetic.

b. Select cells D4:D23

and cut/paste them

to cells G4:G23.

c. Select cell H4 and

use DATEVALUE to

convert the date in

cell G4 to a serial

number.

d. Copy the formula to

cells H5:H23.

e. Select cells H4:H23

and copy them to

the Clipboard.

f. Select cell D4, click

the arrow with the

Paste button [Home

tab, Clipboard group], and choose Values (Figure 6-108).

g. Format the values in column D to use the Short Date format.

h. Hide columns G:H.

i. Apply All Borders to the data and make columns B:D each 13.57 wide.

Excel 2016 Chapter 6 Exploring the Function Library Last Updated: 3/15/18 Page 4

USING MICROSOFT EXCEL 2016 Independent Project 6-5

9. Save and close the workbook (Figure 6-109).

10. Upload and save your project file.

11. Submit project for grading.

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Step 3

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