Exp19_Excel_Ch11_HOEAssessment_Accountants
Project Description:
You work for a tax accounting firm that has offices in San Diego, Dallas, Miami, and Albany. Previously, you downloaded data from the employee database. Now you will use text, database, and lookup functions to obtain the results you want.
Start Excel. Download and open the file named Exp19_Excel_Ch11_HOEAssessment_Accountants.xlsx. Grader has automatically added your last name to the beginning of the filename.
Your first step is to create a unique ID for each accountant using the year hired, date hired, and number.
In cell D2, enter 2007-1018-10 and use Flash Fill to complete the pattern to create the remaining IDs in the range D3:D26.
The accountants’ full names are located in column E. You want to separate the first and last names.
Select the range E2:E26 and convert text to columns using the space as the delimiter. Change cell E1 to First Name.
Next, you want to display the accountants’ names with the last name and first name, separated by a comma.
In cell G2, insert the TEXTJOIN function to join the last name and first name for the first accountant, using a comma and space as the delimiter. The name should display as Adams, Camille. Copy the function to the range G3:G26.
Column J contains the phone numbers. You want to extract the area codes.
In cell K2, use the MID function to extract the area code for the phone number for the first employee. The Start_num argument should be the position of the first digit in the area code to avoid including the opening parenthesis. Make sure the function extracts the three-digit area code. Copy the function to the range K3:K26.
The Location column displays the city names in all capital letters. Because this is hard to read, you will use a text function to display the cities in upper and lowercase.
In cell M2, use the PROPER function to display the first city name in upper and lowercase. Copy the function to the range M3:M26.
You want to create a criteria range to perform an advanced filter. The criteria are (1) Tax Accountants in Miami and (2) Tax Accountants in San Diego.
Copy the range A1:M1 and paste it in the range A28:M28. Enter Tax Accountant and Miami in the respective cells on row 29. Enter Tax Accountant and San Diego in the respective cells on row 30.
Now you are ready to perform the advanced filter by copying the data below the criteria range.
Click within the dataset. Select A1:M26 as the list, the criteria range you defined in the previous step, and A32:M32.
Next you want to calculate the total salaries for all Tax Accountants in Miami and San Diego.
In cell P2, insert the DSUM function using the dataset, column heading Salary, and the defined criteria range.
Next, you will calculate the average salary for Tax Accountants in Miami and San Diego.
In cell P3, insert the DAVERAGE function to calculate the average salary using the column heading Salary.
You want to identify the highest salary for Tax Accountants in Miami and San Diego.
In cell P4, insert the DMAX function.
Next, you want to identify the lowest salary of Tax Accountants in Miami and San Diego.
In cell P5, insert the DMIN function.
Finally, you want to count the number of Tax Accountants in Miami and San Diego.
In cell P6, insert the DCOUNT function.
The range O8:P9 contains a new set of criteria to identify the one Senior Accountant in San Diego. You want to obtain that person’s salary.
In cell P11, insert the DGET function.
The range O13:P16 is designed to look up a person’s name to return the position number and salary for that person. First, you will look up the person’s location within the dataset.
In cell P15, insert the MATCH function to look up the name in cell P14 and return that person’s position within the Last Name column. Use only the range containing the actual last names in the argument.
Now that you have the position number for the accountant, you are ready to identify that person’s salary.
In cell P16, insert the INDEX function using the range F2:M26 as the range and the position number identified by the MATCH function.
In cell O19, insert the FORMULATEXT function to display the formula that is stored in cell P15. Copy the function to cell O20.
Create a footer with your name on the left side, the sheet tab code in the center, and the file name code on the right side of the worksheet.
Save and close Exp19_Excel_Ch11_HOEAssessment_Accountants.xlsx. Exit Excel. Submit the file as directed.