SUMMARIZING YOUR DATA WITH PIVOTTABLES

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 New Perspectives Excel 2019 | Module 7: SAM Project 1a

Valerian State College

SUMMARIZING YOUR DATA WITH PIVOTTABLES


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 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 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.


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