Figure 3: Record 1 of the Session Chart Tab in the Sessions by Trainer Chart

Create an application part and use it to create a new table in the

NP_AC16_8a_FirstLastName_2.accdb file by following the steps below:
Open the file Support_NP_AC16_8a_Referral.accdb, available for download
from the SAM website, and save it as a template.
In the Create New Template from This Database dialog box, create an
application part with the name Referral and New Referral as the description. (Hint:
Make sure that the Application Part checkbox is checked.) Do not modify any other
options in the dialog box.
Close the Support_NP_AC16_8a_Referral.accdbdatabase.
Activate the NP_AC16_8a_FirstLastName_2.accdb database, and then use the
Referral application part to create a new table. The table created by the
application part should have no relationship to any of the other tables.

Open the tblReferral table to verify that the table has been imported, and then
close the tblReferral table.

Save and close any open objects in your database. Compact and repair your database,
close it, and then exit Access. Follow the directions on the SAM website to submit
your completed project.

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stName_2.xlsx by changing the “1” to a “2”.

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 SC_EX16_4a_FirstLastName_2.xlsx still open, ensure that your first
and last name is displayed in cell B6 of the Documentation sheet.

the frmTrainersBilling form in Design View, and then add a tab control to the form
by completing the following steps:
Cut the existing subform control (located below the Accepts Minors
label in the Detail section).
Add a tab control below the Accepts Minors label in the Detail
section, and place it so the left edge of the tab control is aligned with the left
edge of the Certification label, the right edge is at the 6.5"mark on the
horizontal ruler, and the bottom edge is located at approximately the 5.5" mark on
the vertical ruler.
Paste the subform cut from the frmTrainersBilling form on the first
(left) page of the tab control.
In the frmTrainersBilling form, in Design View, change the caption
for the main form’s navigation buttons to Trainer. (Hint: Do not type the period.)
With the frmTrainersBilling form still open in Design View, modify
the tab control as described below:
Set Billing Data as
Export the tblLocation table as an HTML document, following the steps below:
Use the file name tblLocation.html for the exported file.
Export the data with formatting and layout.
 Do not change the default HTML Output Options.
Save the export steps with the name Export-Location and with the
description HTML file with Location information. (Hint: Be sure to include the
period at the end of the description.)
Export the tblBilling table as an XML file, following the steps below:
Use the file name tblBilling.xml for the exported file.
Embed the schema (XSD) in the exported XML data document, and confirm
the Export Presentation (XSL) option is not selected. (Hint: Remember that you need
to click More Options to embed the schema.)
Save the export steps with the name Export-tblBilling and the
description XML file with Billing information. (Hint: Be sure to include the period
at the end of the description.)
Link to the data in the workbook Support_NP_AC16_8a_Promotions.xlsx,
available for download from the SAM website, using tblPromotionsas the table name.
(Hint: The first row in this workbook contains the column heading.)
Open the frmTrainersBilling form in Design View, and then add a tab
control to the form by completing the following steps:
Cut the existing subform control (located below the Accepts Minors
label in the Detail section).
Add a tab control below the Accepts Minors label in the Detail
section, and place it so the left edge of the tab control is aligned with the left
edge of the Certification label, the right edge is at the 6.5"mark on the
horizontal ruler, and the bottom edge is located at approximately the 5.5" mark on
the vertical ruler.
Paste the subform cut from the frmTrainersBilling form on the first
(left) page of the tab control.
In the frmTrainersBilling form, in Design View, change the caption
for the main form’s navigation buttons to Trainer. (Hint: Do not type the period.)
With the frmTrainersBilling form still open in Design View, modify
the tab control as described below:
Set Billing Data as the caption for the left tab.
Set Billing Chart as the caption for the right tab. (Hint: This
tab page should be blank.)

Save, but do not close, the form.

Add a chart to the Billing Chart page of the tab control and include the
following options:
Insert the chart near the upper-left corner of the black portion of the
Billing Chart page.
Use the tblBilling table as the record source.
Select BillingID and Amount as the fields for the chart.
Use 3-D Column Chart (located in the 2nd column, 1st row) as the chart
type.
Do not change the default chart layout or the default fields to link
records to the chart options.
Use Amountby BillingID as the chart title.
Do not display a legend in the chart.
Shelly Cashman Excel 2016 | Module 4: SAM Project 1a

Camp Millowski

Financial Functions, Data Tables, and Amortization Schedules

GETTING STARTED

Open the file SC_EX16_4a_FirstLastName_1.xlsx, available for download from the SAM
website.
Save the file as SC_EX16_4a_FirstLastName_2.xlsx by changing the “1” to a “2”.

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 SC_EX16_4a_FirstLastName_2.xlsx still open, ensure that your first
and last name is displayed in cell B6 of the Documentation sheet.

If cell B6 does not display your name, delete the file and download a new copy from
the SAM website.

PROJECT STEP

1. Justin and Kaleen Millowski have always dreamed of purchasing and running
a campground. Kaleen wants to be ready when a campground becomes available, so she
decides to start calculating how a mortgage will impact her family’s budget on a
monthly basis and over the life of the loan. She also wants to consider how
different mortgage interest rates will impact the total cost of the campground.

Switch to the Campground Mortgage worksheet.

In cell D5, create a formula using the PMT function to determine the monthly
payments for the anticipated Campground mortgage, using the defined names
Rate,Term_Years, and Loan_Amount as the rate, nper, and pv arguments in the
formula.

a. Put a negative sign before the PMT function to make the formula return a
positive value.

b. In the function, Rate should be divided by 12 to calculate the monthly

interest rate, and Term_Years should be multiplied by 12 to calculate the total
number of monthly payments.

2. Kaleen calculated the anticipated total cost of the campground using the
mortgage interest rate she expects to qualify for. She now wants to determine how
different interest rates could impact the total cost of the campground.

Select the range A12:A26 and fill it with a percent series based on the values in
range A12:A13. These values are the interest rates that Kaleen will analyze in the
Varying Interest Rate Schedule.

3. Create a single variable data table to determine the impact that the
variable interest rates (in the range A12:A22) will have on the total cost of the
campground.

a. In cell B11, create a formula without using a function that references

cell D5 (the monthly payments).

b. In cell C11, create a formula without using a function that references

cell D6 (the total interest paid on the loan).

c. In cell D11, create a formula without using a function that references

cell D7 (the total cost of the mortgage).

d. Select the range A11:D26 and create a single-variable data table, using
an absolute reference to cell D3 (the mortgage interest rate) as the Column input
cell.

4. To help Kaleen identify how each rate in her Variable Interest Rate
Schedule compares to the interest rate she anticipates on her mortgage, she decides
to highlight the matching interest rate in the schedule with a conditional
formatting rule.

Apply a Highlight Cells conditional formatting rule to the range A12:A26 that
formats any cell in the range that is equal to the value in cell D3 (using an
absolute reference to cell D3) with Green Fill with Dark Green Text.

5. Kaleen now wishes to finalize the Amortization schedule.

In cell J4, create a formula without using a function that subtracts the value in
cell I4 from the value in cell H4 to determine how much of the mortgage principal
is being paid off each year.

Copy the formula in cell J4 to the range J5:J18.

6. In cell K4, create a formula using the IF function to calculate the

interest paid on the mortgage (or the difference between the total payments made
each year and the total amount of mortgage principal paid each year).

a. The formula should first check if the value in cell H4 (the balance
remaining on the loan each year) is greater than 0.

b. If the value in cell H4 is greater than 0, the formula should return the
value in J4 subtracted from the value in cell D5 multiplied by 12. Use a relative
cell reference to cell J4 and an absolute cell reference to cell D5. (Hint: Use
12*$D$5-J4 as the is_true argument value in the formula.)

c. If the value in cell H4 is not greater than 0, the formula should return
a value of 0.

Copy the formula from cell K4 into the range K5:K18.

7. Apply the Accounting number format with two decimal places and $ as the
symbol to the range K4:K18.

8. In cell K20, create a formula without using a function that references

the defined name Down_Payment.

9. Kaleen decides to add custom cell borders to the amortization schedule to

make it easier to read.

Apply custom cell borders with a Green, Accent 6, Darker 50% (10th column, 6th row
in the Theme Colors palette) line color as described below:

a. Add an Outline border with a Medium border style (2nd column, 5th row) to
the range G3:K21.

b. Add a Vertical Line border with a Light border style (1st column, 7th
row) to the range G3:K21.

c. Add a Top border with a Light border style (1st column, 7th row) to the
range G4:K4.

d. Add a Bottom border with a Light border style (1st column, 7th row) to
the range G18:K18.

10. To make the various elements of the Campground Mortgage worksheet easier to
select and print, Kaleen wants to add custom names to ranges in the worksheet.
a. Apply the custom name Mortgage_Payment to the range A2:D7.

b. Apply the custom name Interest_Rate_Schedule to the range A9:D26.

c. Apply the custom name Amortization_Schedule to the range G2:K21.

11. Assign names to the cells in the range D5:D7 by selecting the range C5:D7
and creating names from the selection using the values in the Left column as the
defined names.

12. Kaleen wishes to protect the worksheet, so that she doesn’t make any
accidental changes to the values. However, since her assumptions about the price of
the campground, the down payment, and the mortgage interest rate may be incorrect,
she wants to be able to update these values in the protected worksheet.

a. Select and unlock the range B5:B6.

b. Select and unlock cell D3.

c. Protect the Campground Mortgage worksheet without a password.

13. Kaleen had previously hidden a worksheet containing data on other recently
purchased campgrounds in New Hampshire. Now she wants to compare the data in that
worksheet with the data she just calculated.

Unhide the Campground Researchworksheet.

14. Switch to the Campground Research worksheet.

In cell B8, create a formula without using a function that determines the total
interest associated with the mortgage. First multiply the value in cell B6 (the
number of terms) by the value in cell B7 (the number of monthly payments) and by 12
(to convert the yearly terms to monthly terms), and then subtract the value in cell
B4 (the total loan amount).

Copy the formula in cell B8 into the range C8:E8.

15. Kaleen would like to be able to see the remaining balance of the campground
mortgage at the end of the current year.

In cell B11, create a formula using the PV function to determine the outstanding
balance of the campground mortgage at the end of the current year using the
parameters below:

a. For the rate parameter, use the value in cell B5 (the yearly interest
rate of the mortgage) divided by 12.

b. For the nper parameter, subtract the value in cell B10 (the current year
of the mortgage) from the value in cell B6 (the total number of years of the
mortgage), andmultiply that by 12.

c. For the pmt parameter, use the value in cell B7 (the monthly payments),
putting a negative sign before this value to make the outcome of the PV function
positive.

Copy the formula from cell B11 to the range C11:E11.

Your workbook should look like the Final Figures below. Save your changes, close
the workbook, and then exit Excel. Follow the directions on the SAM website to
submit your completed project.