Excel Mini Project

Problem 1: Sales Data Analysis

Problem Description

Files Provided:

1. File W01-V01: Contains sales data for various orders including customer details, product
information, and sales metrics.
2. File W01-V02: Contains additional sales data for different orders.
3. File W01-V03: Contains repeat sales data for some orders in File 2.

Tasks:

1. Data Cleaning and Preparation:

 Combine the data from the three files into a single worksheet.
 Ensure there are no duplicates, and all columns are correctly formatted.

2. Statistical Analysis:

o Calculate the mean, median, and mode for the following columns:
 Order Quantity
 Sub Total
 Total
o Provide a summary of the findings in a new row for all of them.

3. Graph Plotting:

 Select any one product from the dataset (e.g., "Steady Liquid Accent
Highlighters").
 Create a bar graph showing the Order Quantity for this product over time.

Detailed Instructions for problem 1:

1. Data Cleaning and Preparation:

  Open all three files in Excel.
 Copy the data from File W01-V01 , File W01-V02 and File W01-V03 into a
new file named: “project_file_yourname” , ensuring that the columns align
correctly.
 Use the Remove Duplicates feature in Excel to eliminate any duplicate rows.
 Ensure the Order Date, Ship Date, and other date columns are formatted as dates.
 Ensure numerical columns such as Cost Price, Retail Price, Order Quantity,
Sub Total, Discount $, Order Total, Shipping Cost, and Total are formatted
as numbers.

2. Statistical Analysis:

 In a new worksheet { project_file_yourname }, label three columns as Mean,

Median, and Mode.
 Use the AVERAGE, MEDIAN, and MODE.SNGL functions in Excel to calculate the mean,
median, and mode for Order Quantity, Sub Total, and Total.
 Fill in the calculated values in the respective columns.

3. Graph Plotting:

 Filter the data to find all entries for "Steady Liquid Accent Highlighters".
 Select the Order Date and Order Quantity columns for these entries.
 Follow the process outlined above to create a bar graph.
  Ensure the graph is clear and informative, with appropriate labels for the x-axis
(Order Date) and y-axis (Order Quantity).

Process for Graph Plotting in Excel:

 Step 1: Select the data range for the product.

 Step 2: Go to the Insert tab in Excel.
 Step 3: Choose the Bar Chart option from the Charts group.
 Step 4: Customize the chart by adding titles, labels, and adjusting colors as needed.
 Step 5: Place the chart in a separate worksheet or alongside the data for easy
reference.

4. Summary and Submission:

 Include a brief summary of your analysis in the new worksheet.

 Save the final workbook with all data, calculations, and graphs.
 Submit the workbook as your mini project part-1.

Problem 2: Grouping and Summarizing Sales Data by Ship Mode

Task Description

Files Provided:
 1. File W01-V01: Contains sales data for various orders including customer details, product
information, and sales metrics.
2. File W01-V02: Contains additional sales data for different orders.
3. File W01-V03: Contains repeat sales data for some orders in File 2.

Tasks:

1. Data Preparation:

 Combine the data from the three files into a single worksheet.
 Ensure there are no duplicates, and all columns are correctly formatted.

2. Grouping and Summarizing Data:

 Group the data by Ship Mode.

 Calculate the total sales (Total) for each ship mode.

3. Instructions:
1. Data Preparation:
 Open all three files in Excel.
 Copy the data from File W01-V01 , File W01-V02 and File W01-V03
into a new file named: “project_file2_yourname” , ensuring that
the columns align correctly.
 Use the Remove Duplicates feature in Excel to eliminate any duplicate
rows.
 Ensure the Order Date, Ship Date, and other date columns are formatted
as dates.
 Ensure numerical columns such as Cost Price, Retail Price, Order
Quantity, Sub Total, Discount $, Order Total, Shipping Cost, and
Total are formatted as numbers.
2. Grouping and Summarizing Data:
 Select the entire dataset.
 Go to the Data tab and click on Subtotal in the Outline group.
 In the Subtotal dialog box:
 At each change in: Select Ship Mode.
 Use function: Select Sum.
 Add subtotal to: Check the Total column.
 Click OK.

This will create a summary of total sales for each ship mode.
 4. Submission:

 Save the final workbook with the grouped and summarized data.
 Submit the workbook as your project_file2.

Example:

Suppose you have the following data:

Order No Order Date Customer Name Ship Mode Total

5207-1 8/9/2013 Aaron Bergman Delivery Truck $4,260.17
5213-1 8/15/2013 Aaron Bergman Express Air $37.84
5607-1 9/4/2014 Aaron Bergman Regular Air $134.23
5043-1 3/23/2013 Aaron Smayling Regular Air $67.10
5135-1 6/20/2013 Aaron Smayling Regular Air $37.38
5071-1 5/5/2013 Christopher Schild Regular Air $335.69
5071-2 5/5/2013 Christopher Schild Regular Air $14.85

After grouping and summarizing by Ship Mode, you should get answer as below:

Ship Mode Total

Delivery Truck $4,260.17
Express Air $37.84
Regular Air $589.25
Problem 3:

Task 1: Calculate Total Sales by Year and Store the Result

Group the sales data by each year from 2013 to 2017 and calculate the total sales for each year.
Store the result in a row after each group.

Task 2: Identify the Year with the Highest Sales

Determine which year has the highest total sales from the grouped data.

Task 3: Create a Bar Graph for Product Container by Year

Create a bar graph showing the grand total sales for each Product Container type, grouped by
year.

Roadmap to Achieve the Tasks

Step 1: Open the File

 Open Excel.
 Click on File > Open. { File W01-V01 , File W01-V02 and File W01-V03}
 Locate and open your dataset file.

Step 2: Ensure Data Formatting

1. Format date columns (Order Date, Ship Date) as dates:

 Select the date columns.

 Right-click, choose Format Cells, select Date.

2. Format numerical columns (Total, Cost Price, Retail Price) as numbers:

 Select the numerical columns.

 Right-click, choose Format Cells, select Number.

Step 3: Extract Year from Order Date

1. Insert a new column next to the Order Date column and name it Order Year.
2. Use the formula to extract the year:
  In the first cell of Order Year, enter =YEAR([Order Date Cell]).
 Drag the fill handle down to apply the formula to all rows.

Step 4: Group Data by Year and Calculate Total Sales

1. Select the entire dataset (Ctrl + A).

2. Go to the Data tab, click Subtotal.
3. In the Subtotal dialog box:

 At each change in: Order Year

 Use function: Sum
 Add subtotal to: Total
 Click OK.

Step 5: Identify the Year with the Highest Sales

1. Scroll through the data to see the subtotal for each year.
2. Note the year with the highest subtotal value.

Step 6: Create a Bar Graph for Product Container by Year

1. Select data for Order Year, Product Container, and Total.

2. Go to the Insert tab, select Insert Column or Bar Chart.
3. Customize the chart:

 Horizontal axis: Order Year

 Vertical axis: Total
 Group by Product Container.

Step 7: Customize and Save the Graph

 1. Add chart title, axis titles, and data labels.
2. Save the workbook (yourname_problem3.xlsx).

Expected Outcome:

1. A summarized dataset with total sales for each year from 2013 to 2017.
2. Identification of the year with the highest sales.
3. A bar graph showing the grand total sales for each Product Container type, grouped by
year.

Submissions:
-Submit 3 Files with solution for each problem yourname_problem1, yourname_problem2 and
yourname_problem3.

-You can add comments for better explanations.

-Marking Ceriteria:

 Problem 1 = 30 marks
 Problem 2 = 30 marks
 Problem 3 = 30 marks
 Accuracy in Work = 10 Marks