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Excel Chapter 9 Prepare Case – Data Integration Part B

Grader – Instructions Excel 2019 Project

YO19_Excel_CH09_Prepare_Data_Integration_PartB

Project Description:

The Red Bluff Golf Course & Pro Shop manager, Aleeta Herriott, has asked you to create a report that analyzes costs and revenues from tournaments hosted over the past year. In the past, her staff had to reenter data manually from different sources to create this report because no one at the resort knew how to import the data. As a result, they rarely completed the report. Aleeta worries about the accuracy of the reports that were compiled because of the manual data entry. However, she did keep all the original files. Recently, a new Golf database was created to track sales and allow for easy export to Excel for analysis. Aleeta wants you to design a spreadsheet that will help her automate the process of gathering and standardizing the data from the past for analysis.


Steps to Perform:

Step

Instructions

Points Possible

1

This exercise begins on page 519 of your text. Start Excel. Download and open the file named Excel_Ch09_Prepare_DataIntegration2of3.xlsx. Grader has automatically added your last name to the beginning of the filename.

0

2

A list of customer information on a tournament golf club giveaway has been provided in the Excel_Ch09_Prepare_DataIntegration2of3.xlsx workbook. The data needs to be cleansed before it can be used for purposes such as analysis or merging to a Word document.

On the RegistrationData worksheet in column B, use Flash Fill to separate the first name from the name in column A.

0.4

3

The dates in column C are not stored in date formats that Excel can use. In column D, use Flash Fill to convert the data in column C into a month/day/year date format e.g., 4/13/2022, 3/18/2022, etc.

0.6

4

The phone numbers provided in column E are not in a standard phone number format. In order to include these phone numbers in mail merges or other professional formats they need to be formatted using a hyphen.

In column F, use Flash Fill to convert the string of numbers in column E to include a hyphen in between the first 3 digits and the last 4 digits e.g., 555-6199, 555-1953, etc.

0.6

5

The customer names on the CustNames worksheet were imported with non-printable characters, extra spaces, and in inconsistent formats. The data needs to be cleansed to appear as first name, middle initial (if present), and last name.

On the CustNames worksheet, in column B, use the appropriate text function to clean all the nonprinting characters from the data in column A. Resize the column as needed to fit the contents.

0.5

6

The names should also be proper cased.

In column C, use the appropriate text function to convert the data in column B into proper case. Resize the column as needed to fit the contents.

0.5

7

In cell D2, use the appropriate text function to remove any extra spaces before or after as well as between the names in column C. Resize the column as needed to fit the contents.

0.5

8

In column E, use the appropriate text function to return the position of the space character located in the data in column D. Resize the column as needed to fit the contents.

0.6

9

In column F, use the appropriate text function to extract only the last name from column D. Use the number in column E as the relative starting point for the number of characters needed to extract only the last name from the left side of the data in column D (no extra spaces). Resize the column as needed to fit the contents.

0.6

10

In column G, use the appropriate text functions to extract only the first name and middle initial from column D. Use the value in column E as part of the calculation to determine the number of characters needed to extract only the first name and middle initial from the right side of the data in column D. Resize the column as needed to fit the contents.

0.8

11

In column H, use the ampersand symbol (&) to concatenate the first name and middle initial in column G and the last name in column F with a space in between. Resize the column as needed to fit the contents.

0.5

12

The E-mail worksheet contains the names and email addresses of customers. In order to use the e-mail addresses to communicate with customers, they need to be separated from the rest of the associated text and then joined together so that they can be copied and pasted into an e-mail address field.

In column C, use the appropriate text function to return the position of the colon character in column B. Resize the column as needed to fit the contents.

0.5

13

In column D, use the appropriate text function to calculate the total number of characters in each cell of column B. Resize the column as needed to fit the contents.

0.5

14

In column E use the appropriate text function to extract the e-mail address from column B. Use the number in column C as the relative starting point for the number of characters needed to extract only the e-mail address from the left side of the address data in column B (no colon and no angle brackets included). Resize the column as needed to fit the contents.

0.8

15

In cell G2 use the appropriate text function to create an e-mail list that combines the e-mail addresses in column E using a semi-colon and a space (“; “) for a delimiter. Use the appropriate argument to ignore any blank cells.

0.7

16

Additional customer names have been provided on the Members worksheet. They need to be separated into first and last names for communications with those customers.
On the Members worksheet, use the Text to Columns Wizard to separate the names in column A so that the first names are in column B and the last names are in column C.

0.7

17

A list customers that received golf lessons is contained on the Lessons worksheet. There are duplicate records in the data that need to be removed.

On the Lessons worksheet, use Remove Duplicates to remove any records with the same LastName, ScheduledDate, and Fee.

0.7

18

The Invoices worksheet contains a listing of invoice numbers. Any duplicate records need to be identified in the data.
On the Invoices worksheet, use conditional formatting to highlight the data in column A so that duplicate values appear with a Light Red Fill with Dark Red Text. Turn on filtering for the data and sort by cell color.

0.5

19

Save and close Excel_Ch09_Prepare_DataIntegration2of3. Exit Excel. Submit your files as directed.

Please note: This project continues in part C which is a separate Grader project.

0

Total Points

10

Created On: 12/18/2019 1 YO19_Excel_Ch09_Prepare – Data Integration Part B 1.0

RegistrationData

First Name & Middle Initial First Name Registration Date Cleansed Registration Date Phone Number Cleansed Phone Number
Carter X 20220413 5556199
Jane 20220318 5551953
Fitzgerald K 20220410 5557584
Arden W 20220312 5558974
Zeph 20220322 5551491
Lilah 20220302 5557887
Bruno L 20220309 5553920
Kiara 20220407 5556312
Yardley Y 20220423 5555604
Maxine 20220419 5556216
Walter M 20220309 5551513
Dexter 20220325 5558772
Asher 20220402 5559808
Ruby I 20220316 5551784
Keaton T 20220321 5551795
Kiona 20220315 5556175
Kermit V 20220325 5556964
Christen 20220301 5557674
Coby 20220305 5553561
Cullen F 20220319 5556467
Desiree J 20220325 5558565
Seth 20220308 5554393
Alden 20220401 5556732
Germaine 20220325 5551342
Maxwell E 20220308 5558603

CustNames

Name Clean Proper Trim Find Last Name First Name & Middle Initial Full Name
��GAINES THOMAS M.
�Stone Jerome�
�� Cannon Simone Z�
��Campbell Reece H.�
��Chase Stafford�
�Mcclain Jack�
�JONES BOBBY J.�

Davis Tanner�
�Murray Colt Q .�
� GIFFORD MARJORIE�

HANKINS ELIZA S.�
�Branch Anthony
� Bray Brian�

JOYCE DAVID J.�
��KRAUS CAROL T.
��LAMB SAMANTHA
� Kirk Jocelyn B.
��LEWIS PATRICK�
�� Gentry David
�� PREWITT HANNAH E.�
��RANGELL JOHN W.
� RUSSO ROBERT
��TATE ANDREA M.�
� THOMPSON SHARON�
�� WOODFORD VERA T.

E-mail

Customer ID Full Address Find Colon Length Email Create an email list separated by semi-colons
1 Charles Barker mailto: <[email protected]>
2 Missy Malone mailto: <[email protected]>
3 Susan Winter mailto: <[email protected]>
4 Jose Rodriquez mailto: <[email protected]>
5 Nicole Rodriquez mailto: <[email protected]>
6 Brenden Erickson mailto: <[email protected]>
7 Kaseem Castillo mailto: <[email protected]>
8 Courtney Miller mailto: <[email protected]>
9 Fiona Britt mailto: <[email protected]>
10 Robert Allen mailto: <[email protected]>
11 John Trujillo mailto: <[email protected]>
12 Ian McShane mailto: <[email protected]>
13 Marge Fresquez mailto: <[email protected]>
14 Marcus Maestas mailto: <[email protected]>
15 Janice Marquardt mailto: <[email protected]>
16 Keith Marquardt mailto: <[email protected]>
17 Kate Neidhart mailto: <[email protected]>
18 Thomas Reed mailto: <[email protected]>
19 Cynthia Reid mailto: <[email protected]>
20 Joseph McMannon mailto: <[email protected]>

Members

Names First Name Last Name
Thomas Gaines
Jerome Stone
Simone Cannon
Reece Campbell
Stafford Chase
Jack Mcclain
Bobby Jones
Tanner Davis
Colt Murray
Marjorie Gifford
Eliza Hankins
Anthony Branch
Brian Bray
David Joyce

Lessons

LastName ScheduledDate Fee
Winter 7/22/22 $175.00
Barker 6/8/22 $175.00
Miller 5/27/22 $145.00
Malone 6/8/22 $200.00
Barker 6/17/22 $325.00
Castillo 5/30/22 $75.00
Rodriquez 5/11/22 $200.00
Miller 5/1/22 $175.00
Miller 5/27/22 $145.00
Britt 5/17/22 $125.00
Rodriquez 5/12/22 $200.00
Barker 6/2/22 $100.00
Castillo 5/31/22 $300.00
Winter 7/23/22 $300.00
Barker 6/8/22 $175.00
Allen 6/10/22 $300.00
Rodriquez 5/11/22 $200.00

Invoices

Invoice Numbers
13742
14618
12761
15056
12072
13389
15436
12905
14371
14668
12627
12948
13360
13844
12042
12381
15076
14532
14038
13292
12001
12275
14449
11902
14162
12558
13254
12424
14974
13912
15148
14304
13674
13141
14666
13184
13329
13907
12255
14261
13033
12701
14223
12715
14539
12042
14161
13942
12924
12445
14248
13123
14090
15355
14412
12676
13838
14449
14849
12662
11864
13935
12470
15059
15387
15506
12888
12559
13969
13215
12772
12827
12949
15138
12359
12614
15524
13430
12439
14876
12979
14803
14575
12045
13176
12767
15054
13080
13044
11972
13109
13861
14769
13277
15199
14431
12831
15478
13270
14112
12872
13073
13188
15563
12918
12215
14007
15053
12426
14719
13164
12530
15587
12706
15320
12583
14002
14162
12596
13316
14351
12296
13554
15232
14837
14320
13291
14847
12272
13262
14979
12675
12730
13998
14218
12967
12772
13673
14216
14318
15337
14577
12677
13566
14676
14593
14562
14554
12009
11928
13909
15351
13400
14211
15213
11921
13509
13636
14255
14392
13159
11968
12446
12822
15587
12791
12426
11963
13813
12679
12279
14996
13016
14839
15192
13747
13385
14810
12053
15517
14247
14307
15263
15591
15313
12959
11953
13360
12841
11974
12695
14794
13186
12338
14239
14099
12501
13941
15575
15567
12554
15078
13296
12730
13369
12592
12881
13829
12777
14007
12517
13388
15231
12179
12146
15246
13630
13741
15538
14295
14563
13322
13891
13016
13847
15236
13954
14090
12485
12190
13103
14920
13829
12475
14176
14120
13802
12085
12860
13189
12099
14423
12794
14466
15036
12870
13412
13853
15258
14381
13944
14163
13033
14164
15518
15523
13906
15501
12544
14148
14515
14359
12889
12722
14807
14994
11821
12944
13935
13608
12668
14531
11820
12193
15148
13330