Posted: March 11th, 2023

NP_EX19_7a

NP_EX19_7a_InderChahal_1.xlsxInstructions_NP_EX19_7a x

 NP_EX19_7a_FirstLastName_1 

  

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 and structured references 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 and structured references 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.

4. Experienced students may serve as mentors if they are at least age 21 and have at least 3 years of post-secondary education. In cell L2, enter a formula using the IF and AND functions and structured references as follows to determine if Kay Colbert is eligible to serve as a mentor:

a. The IF function should determine if the student’s age is greater than or equal to 21 AND the student’s post-secondary years are greater than or equal to 3, and should return the text Yes if a student meets both of those criteria or the text No if a student meets none or only one of those criteria.

b. Fill the formula into the range L3:L31, if necessary.

5. Lael is always on the lookout for students who might be interested in running for office in student groups.
In cell M2, enter a formula using a nested IF function and structured references as follows to determine first if a student has already been elected to office in a student group, and if not, whether that student meets the qualifications to run in the future:

a. If the value in the Elected column is equal to the text “Yes”, the formula should display Elected as the text.

b. Otherwise, the formula should determine if the value in the Finance Certified column is equal to the text “Yes” and return the text Yes if true And No if false.

6. Students who work with student organizations are also considered for employment at the Student Activities Office. Students with more than 4 years of post-secondary education are qualified for more complex Tier 2 jobs.
In cell N1, enter the text Tier as the column heading. 

7. In cell N2, enter a formula using the IF function and structured references as follows to determine which work tier Kay Colbert is qualified for:

a. The IF function should determine if the student’s Post-Secondary Years is greater than or equal to 4, and return the value 2 if true or the value 1 if false.

b. Fill the formula into the range N3:N31, if necessary.

8. Lael wants a quick way to look up students by their Student ID.
In cell Q3, nest the existing VLOOKUP function in an IFERROR function. If the VLOOKUP function returns an error result, the text Invalid Student ID should display.

9. Lael wants to determine several totals and averages for active students.
In cell Q8, enter a formula using the COUNTIF function and structured references to count the number of students who have been elected to offices in student organizations.

10. In cell R8, enter a formula using the AVERAGEIF function and structured references to determine the average number of post-secondary years for students who have been elected.

11. In cell R9, enter a formula using the AVERAGE function and structured references to determine the average number of years of post-secondary education of all students as shown in the Post-Secondary Years column.

12. Switch to the Academic Groups worksheet. In cell A14, use the INDEX function and structured references to display the value in the first row and first column of the AcademicGroups table.

13. In cell A17, use the SUMIF function and structured references to display the total membership in 2023 for groups with at least 40 members.

14. Lael is also planning for student groups that the office will be working with in the coming year. She decides to create a PivotTable to better manipulate and filter the student group data.
Switch to the Academic PivotTable worksheet, then create a PivotTable in cell A1 based on the AcademicGroups table. Update the PivotTable as follows so that it matches Final Figure 2:

a. Change the PivotTable name to: AcademicPivotTable

b. Add the Activities field and the Group Name field (in that order) to the Rows area. 

c. Add the 2021, 2022, and 2023 fields (in that order) to the Values area.

d. Change the display of subtotals to Show all Subtotals at Top of Group.

e. Change the report layout to Show in Outline Form.

f. Update the Sum of 2021 field in the Values area to display the name 2021 Membership with the Number number format with 0 decimal places.

g. Update the Sum of 2022 field in the Values area to display the name 2022 Membership with the Number number format with 0 decimal places.

h. Update the Sum of 2023 field in the Values area to display the name 2023 Membership with the Number number format with 0 decimal places.

15. Lael wants to summarize data for all student groups in a PivotTable. To do so, she must first update the AllGroups table.
Switch to the All Groups worksheet then edit the record for the Astronomy Society to use 76 as the 2023 field value.

16. Switch to the All Groups PivotTable worksheet. Refresh the PivotTable data, then verify that the 2023 Membership value for the Astronomy Society in row 6 reflects the change you made in the previous step.

17. Apply the Light Blue, Pivot Style Medium 2 PivotTable style to the PivotTable.

18. Add the Office field to the Filters area of the Pivot Table. Filter the table so that only organizations with private offices are visible.

19. Filter the PivotTable as follows:

a. Create a Slicer based on the Activities field value.

b. Resize the slicer so that it has a height of 2.2″ and a width of 3.2″. 

c. Move the slicer so that its upper-left corner appears within cell F3 and its lower-right corner appears within cell J14. 

d. Use the slicer to filter the PivotTable so that only Fraternal groups are visible.

Lael also wants to summarize membership data for all organizations using a PivotChart to help determine which groups are showing the most interest from students.
Switch to the Activities PivotTable worksheet. Based on  

<h

2

>Documentation

New Perspectives Excel 2

0 1 9

| Module

7

: SAM Project 1a Valerian State College SUMMARIZING YOUR DATA WITH PIVOTTABLES Author: inder chahal No

te: Do not edit this sheet. If your name does not appear in cell B

6

, please download a new copy of the file from the SAM website.

Student Representatives

r Qualified

6

Yes
No

Student ID
G

9

2

4

7

Yes
Yes
Yes

Kay Colbert

3

Yes
No
Yes

056

22
4

Yes
No
No

2

No
No
Yes

2

24
6

Yes
Yes
No

28

2022
Yes
Yes
No

18
0

No
No
No

24
6

Yes
Yes
Yes

20

21
3

2022
No
No
No

23
5

2023
Yes
No
No

18
0

No
No
No

0
1
2
5
8

70

19
1

Yes
No
No

Base Rate

.5

.5

75

21
3

2023
Yes
No
No

00

26
8

2023
Yes
Yes
No

22
4

2025
Yes
No
No

22
4

2022
Yes
No
Yes

58

20
2

2022
Yes
No
No

21
3

2026
No
No
No

83

19
1

2022
Yes
No
Yes

24
2

2025
Yes
No
Yes

596

18
0

2024
No
No
No

25
5

2023
Yes
Yes
Yes

24
6

2022
Yes
Yes
Yes

886

18
0

2025
No
No
No

23
5

2023
Yes
No
No

19
1

2023
Yes
No
Yes

3

29
9

2023
Yes
Yes
No

19
1

2022
No
No
No

25
7

2023
Yes
Yes
Yes

	Student ID	Name	Age	Post-Secondary Years		Base Rate	Class	Finance Certified	Grad Student	Elected	Qualified Driver	Leadership Training	Mentor			Office	Column1
	G6				29		1					8		Kay Colbert	2							4			20					22																																											Yes				62		18
P				49						3	Michael Crozier	2										5		20							23	Student Name
W990				35	Brandon Miles								21									2022
V						42	Michael Alvarez										2023
T598					28	Ida Smith										19	20								24
F72					41	Betty Garza				20								25	Total Students	Average Post-Secondary Years
W20999	Leroy Pirkle												10	Elected Students
Q18870	Warren Stewart		20										26	All Students						30
W757		74	Stacy Wiggins	2025
N2							52	Billy Herald
O943				61	Margaret Cruz
G87578	Chester Keese		2024	Postsecondary Years
B6			81	Claudette Littell	2026			15	15.25	15.75					16			17
M8			93	Florence Miller
S6		39	Kimberly Gerace
Y960				36	Roman Goble
C82505	Jocelyn Allen
Y7		53	Ron Morse
J60811	Roberta Ervin
Q5		67	James Rusnak
Q75281	Suzanne Lawrence
V		73	Shannon Garner
L869										47	Emory Little
W90960	Laura L i
P						40	Floretta Cauthen
U886						27	Beverly Berry
Y88831	Stephanie Papa
P83									37	Wallace Rivera
B5		34										54	Larry Russell
A60088	Aaron Sifford

Academic

Groups

Office

2022
2023

Academic

54
81
93

Academic
Field

37

Academic

47
54

Academic

Private

52

Academic
Professional
Public
30

51

Academic
Service
Private
44
47
41

Academic
Professional
None

40
40

Academic
Professional
Private
29
26
23

Academic
Field
Public
6
8
10

Academic
Professional
None
5
6
5

Group Name

Type

Activities

2021

Computing Club

Field

Public

Astronomy Society

Private

51

76

Humanities and English Club

Professional

None

64

Environmental Management Club

Service

45

44

Communication Studies Club

32

Nursing Club

History Club

48

Psychology Association for Students

Investigative Forensics Club

Accounting and Finance Forum

Largest Academic Club, 2023:

2023 membership in large groups:

Academic PivotTable

All Groups

Group Name
Type
Activities
Office
2021
2022
2023

Accounting and Finance Forum
Academic
Professional
None
5
6
5

Private

13

Greek
Fraternal
Private
54
49
61

Greek
Fraternal
Private
6
6
6

Private
4
3
4

Astronomy Society
Academic
Field
Private
37
51
42

Field
None
28
36
47

Cultural
Educational
Private
35
35

Recreational
Field
None
34
41

Recreational
Field
Public

17
14

Chi Omega
Greek
Fraternal
Private
27
30
36

Cultural

Private
7
10
10

Cultural
Political
Private
16
21
25

Communication Studies Club
Academic
Professional
Public
30
32
51

Computing Club
Academic
Field
Public
54
81
93

Greek
Fraternal
Private
37

62

Cultural
Political
None
53
74
61

Environmental Management Club
Academic
Service
Private
45
44
52

Recreational
Field
None
19
21
19

Cultural
Educational
Public
28
24
27

History Club
Academic
Professional
None
48
40
40

Humanities and English Club
Academic
Professional
None
47
54
64

Cultural
Educational
Public
10
13
16

Investigative Forensics Club
Academic
Field
Public
6
8
10

Greek
Fraternal
Private
52
67
62

Cultural
Educational
Private
26
25
27

Cultural
Educational
Private
26
22
23

Cultural
Political
None
39
52
73

Nursing Club
Academic
Service
Private
44
47
41

Greek
Fraternal
Private
26
33
46

Recreational
Field
Private
42
46
47

Psychology Association for Students
Academic
Professional
Private
29
26
23

Recreational
Field
None
37
49
42

Recreational
Field
None
46
44
38

Recreational
Field
Private
7
10
13

Greek
Fraternal
Private
15
12
14

Greek
Fraternal
Private
51
54
64

Recreational
Field
None
33
46
37

Greek
Fraternal
Private
25
24
19

Recreational
Field
None
38
46

Alpha

Chi Omega

Greek

Fraternal

13

12

Alpha Phi

Alpha Phi Alpha

Arab Students Association

Cultural

Educational

Badminton Club

Recreational

Black Students Association

33

Broomstick Ball

38

Camping and Excursion Club

14

College Democrats

Political

College Republicans

Delta Delta Delta

46

Democratic Socialists at Valerian

Frisbee Golf Association

Hillel

International Students at Valerian

Kappa Delta

Latinx Students at Valerian

LGBTQI* Students Association

Libertarian Valerians

Pi Beta Phi

Pickup Field Hockey

Recreational Rock Climbers

Running Club

Sailing Club

Sigma Nu

Sigma Sigma Sigma

Take A Hike

Tau Kappa Epsilon

Ultramarathoners Fellowship

55

All Groups PivotTable

Academic

Accounting and Finance Forum
5
6
5
Astronomy Society
37
51
42
Communication Studies Club
30
32
51
Computing Club
54
81
93
Environmental Management Club
45
44
52
History Club
48
40
40
Humanities and English Club
47
54
64
Investigative Forensics Club
6
8
10
Nursing Club
44
47
41
Psychology Association for Students
29
26
23
Cultural

Arab Students Association
4
3
4
Black Students Association
35
35
33
College Democrats
7
10
10
College Republicans
16
21
25
Democratic Socialists at Valerian
53
74
61
Hillel
28
24
27
International Students at Valerian
10
13
16
Latinx Students at Valerian
26
25
27
LGBTQI* Students Association
26
22
23
Libertarian Valerians
39
52
73
Greek

13
12
13

Alpha Phi
54
49
61
Alpha Phi Alpha
6
6
6
Chi Omega
27
30
36
Delta Delta Delta
37
46
62
Kappa Delta
52
67
62
Pi Beta Phi
26
33
46
Sigma Nu
15
12
14
Sigma Sigma Sigma
51
54
64
Tau Kappa Epsilon
25
24
19
Recreational

Badminton Club
28
36
47
Broomstick Ball
34
41
38
Camping and Excursion Club
14
17
14
Frisbee Golf Association
19
21
19
Pickup Field Hockey
42
46
47
Recreational Rock Climbers
37
49
42
Running Club
46
44
38
Sailing Club
7
10
13
Take A Hike
33
46
37
Ultramarathoners Fellowship
38
46
55

3

	Row Labels		2021 Membership		2022 Membership		2023 Membership
345	389	421
244	279	299
		306			333			383
Alpha Chi Omega
		298			356			350
	Grand Total	1193	1357			145

Activities PivotTable

Row Labels
2021 Membership
2022 Membership
2023 Membership

Academic

145

Field
97
140
145
Cultural

Educational
129
122
130

Greek
306
333
383

Fraternal
306
333
383

Recreational
298
356
350

Field
298
356
350
Grand Total

	97		140
	129		122		130
830	951	1008

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