vlookupprojectinstructionsfinal(2)(1)
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School
Michigan State University *
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Course
PHY 481
Subject
Accounting
Date
Nov 24, 2024
Type
xlsx
Pages
6
Uploaded by ngenobrian
Vlookup assignment
We are going to create invoices using the vlookup function for product prices and shipping costs.
We will group the sheet tabs to minimize the typing required. Sheet tabs will be renamed.
For example, 197 will match 100 not 200.
Open a new file, and click on sheet tab 1, 2, and 3 (you can use the control key or the shift key as they are adjacent tabs)
Right click on the highlighted tabs and chose insert, worksheet, ok (since you had clicked on 3 worksheets first, your action resulted in 3 new worksheets)
Rename the worksheet tabs:
Sheet 1
Product List (right click on the tab, chose rename and type the name)
Sheet 2
Shipping Cost
Sheet 3
Sales Invoice 1_15
(remember from accounting the term 1/15 meant if paid within 15 days, you could take a 1% discount)
Sheet 4
Sales Invoice 2_10
(if pay within 10 days of invoice date, you can take a 2% discount)
Sheet 5
Sales Invoice net 30
(money due 30 days from date of invoice)
Sheet 6
Sales Invoice EOM
(money due at the end of the month)
Reorder sheets so that Product list is in the first sheet position, Shipping Cost is in second, etc. through 6th place
Click on the Product List tab
(Remember this is formerly Sheet 1 which has now been renamed)
a1
Your name
column b on this worksheet indicates the cell where the information in column c should be entered, when necessary
d1
Tables
a4
Product
a5
cake
a6
cookies
a7
coffee
a8
creamer
cell to put information in from column C, so for example, you would put your name in a1
a9
cups
a10
muffins
a11
nuts
information to be entered in cell indicated in column B, so the word cake would go into a5
a12
plates
a13
silverware
a14
sugar
a15
tea
b4
Price
b5
7.99
b6
5.99
b7
4.99
b8
2.69
b9
3.29
b10
5.99
b11
4.99
b12
3.99
b13
3.29
b14
3.29
b15
3.29
Autofit column A
Click on the shipping cost tab
(this is formerly sheet 2)
a3
Sale Amount
column a is the cell location for where the information in column b will be entered, so for example, the phrase sale amount goes into a3
a4
0
a5
100
a6
200
a7
300
a8
400
a9
500
a10
600
a11
1000
a12
5000
a13
10000
a14
25000
Autofit column A
b3
Shipping Cost
b4
6
b5
7.5
b6
10
b7
15
b8
18
b9
21
b10
25
b11
30
b12
65
b13
120
b14
150
Column A must be in ascending order if you use true
Values are ordered from smallest to largest
Letters from A to Z
When using lookup tables, true yields the closest
lowest
match, not necessarily the closest match.
There can be
no
duplicates in column A as this is the item being referenced.
Sheet
tab
names can have
spaces contrary
to when we do
range names
Click on all 4 invoice tabs (check that the word group appears at the top or this will not work)
(these are formerly sheet 3-6)
They must all be selected at the same time.
(click on one, hold control and click on second, hold control and click on third invoice and then control and last invoice)
all invoice tabs should be white and the word group should be on the top line of your screen next to the file name
a3
Type in: "customer name" in cell a3
a4
Type in: "address" in a4 and continue down until d11 is filled in
once again column a is the cell reference and column b is the cell contents
a5
city
a6
phone number
a8
freight terms
a9
credit terms
a11
quantity
c5
state
e5
zip code
e2
date
b11
product
c11
unit cost
d11
total cost
Now ungroup as the rest of the information appears on one invoice only
(click on any one invoice to ungroup.. Make sure the word group is gone)
Click on the sales invoice 1_15 tab
(formerly sheet 3)
f2
enter the date of sale (use the current date)
once again column a is the cell reference and column b is the cell contents
c3
Stam Catering Services
c4
10 Oswego Street
b5
Oswego
d5
New York
f5
13126
c6
315 342-1111
(notice this cell is left aligned, that means that Excel is treating it as text, why: we did not use an = sign)
c8
FOB plant
c9
1/15, n/30
a12
10
a13
5
a14
3
a15
5
a16
5
a17
3
a18
2
a19
5
a20
3
a21
2
b12
muffins
b13
cake
b14
coffee
b15
plates
b16
silverware
b17
cups
b18
tea
b19
cookies
b20
creamer
b21
sugar
c12
create a vlookup function
lookup value: item purchased
table array: use the product list
column:?? We want to know its price
range lookup:??? (I need an exact match)
go to c12 and change whatever parts need to be made absolute so that it can be copied down
d12
determine the amount charged
d22
find the correct amount for this cell
c22
the word subtotal should be put in this cell
c23
the word shipping is in this cell
c24
the word tax is in this cell
c25
the word total should be put in this cell
d23
put a vlookup formula in this cell
lookup value: need to lookup the total on the shipping chart
table array: go to the shipping cost tab and highlight the information
column: ???
range lookup: ???
d24
the tax rate is 8%
The tax rate is going to be multiplied by the sum of the subtotal and freight (make sure to tax freight also)
d25
compute the total
Have all cells
showing 2 decimals only
Change scaling to fit to one page, so that if you click on all 6 sheets, each one would be printed on 1 page
for ex. I did Control ~ so that I could print the formulas, and in print preview, mine showed that
it would have printed on 10 pages
save as invoice fileyourname
submit completed project in dropbox
Be careful that you have no spaces.
A space will be treated as a
character by Excel and then they
won't match. If it doesn't work, try
retyping the information
to make
sure that there is not something in
the cell that you can't see but
prevents them from matching.
(click on one, hold control and click on secon
all invoice tabs should be white a
once again column a is the cell reference and column b is the cell c
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nd, hold control and click on third invoice and then control and last invoice)
and the word group should be on the top line of your screen next to the file name
contents
(click on one, hold control and click on secon
all invoice tabs should be white a
once again column a is the cell reference and column b is the cell c
nd, hold control and click on third invoice and then control and last invoice)
and the word group should be on the top line of your screen next to the file name
contents
Your preview ends here
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