NP_EX19_8a_JacobCubides_Report_2

New Perspectives Excel 2019 | Module 8: SAM Project 1a Jacob Cubides GE ver. 17.1.0-rc0000 1. 3/3 Create a formula without using a function. Create a formula without using a function. Create a formula without using a function. Create a formula without using a function. Create a single-variable data table. 2. 2/3 Create a two-variable data table. Change the number format. 3. 3/3 Insert a chart. 4. 3/3 Resize and reposition a chart. Remove a chart title. Add an axis title to a chart. Add an axis title to a chart. 5. 3/3 Change the minimum bounds of an axis. Change the number style of a chart axis. Change the minimum bounds of an axis. Change the maximum bounds of an axis. 6. 3/3 Create a scenario. Set the input cell values for a scenario. Create a scenario. Set the input cell values for a scenario. 7. 3/3 Insert a chart. 8. 3/3 Resize and reposition a chart. Remove a chart title. Change the position of the legend. Add an axis title to a chart. Add an axis title to a chart. Change the chart colors. 9. 3/3 Change the minimum bounds of an axis. Change the maximum bounds of an axis. Change the crossing point of an axis. Change the number style of a chart axis. Change the minimum bounds of an axis. Change the maximum bounds of an axis. 10. 3/3 Set the series name for chart data. Set the series name for chart data. Set the series name for chart data. Set the series name for chart data. Set the series name for chart data. 11. 2/3 Set the objective cell in a Solver model. Define the changing variable cells in a Solver model. Define the constraints in a Solver model. Define the constraints in a Solver model. Define the constraints in a Solver model. Define the constraints in a Solver model. Run a Solver model. Save a Solver model in a worksheet. In the Process Providers worksheet, the Solver model should be saved in the range A14:A21. 12. 4/4 Create a Scenario Summary report. Set the result cells for a Scenario Summary report. 13. 3/4 Create a Scenario PivotTable report. Remove a filter from a PivotTable. Modify the number format of PivotTable fields. Update the name of PivotTable fields. Enter text in a cell. Apply a cell style. Change the column width. 14. 4/4 Create a PivotChart. Resize a PivotChart. Hide field buttons in a PivotChart. SUBMISSION #2 | SCORE IS: 42 OUT OF 45 Dewayne Lipinski works for Cairo Consulting in Albuquerque, New Mexico. As an intern, he is developing a workbook that includes the financial details of the consulting services that the company offers. Dewayne has been asked to analyze the data to find the most profitable mix of offerings using the most cost-effective service providers. Switch to the Management worksheet. Create a one-variable data table to calculate the sales, expenses, and profit based on the hours of management consulting contracted, as follows: a. In cell D5, enter a formula without using a function that references cell B4 , which is the expected hours of management consulting contracted. b. In cell E5, enter a formula without using a function that references cell B19 , which is the expected total sales for management consulting. c. In cell F5, enter a formula without using a function that references cell B20 , which is the expected total expenses for this product. d. In cell G5, enter a formula without using a function that references cell B21 , which is the expected gross profit for this product. e. Select the range D5:G10 and then complete the one-variable data table, using cell B4 as the Column input cell for your data table. Create a two-variable data table to calculate the gross profit based on the hours of management consulting contracted and the hourly rate charged: a. For the range D14:K19, create a two-variable data table using the hourly rate charged (cell B5 ) as the Row input cell. b. Use the hours of management consulting contracted (cell B4 ) as the Column input cell. c. Apply a custom format to cell D14 to display the text Hours/Price in place of the cell value. In the Management worksheet, cell D14 should be formatted using the custom number format "Hours/Price". Switch to the Change worksheet. Create a Scatter with Straight Lines chart based on the range D4:F14 in the data table Organizational Change – Break-Even Analysis. Modify the new chart as follows: a. Resize and reposition the chart so that it covers the range D15:H32. b. Remove the chart title from the chart. c. Add Sales and Expenses as the vertical axis title and Hours Contracted as the horizontal axis title. Change the Bounds Axis Options as follows: a. Change the Minimum Bounds of the vertical axis to 1,000,000 and leave the Maximum Bounds at 2,000,000. b. Change the Number format of the vertical axis to Currency with 0 Decimal places and $ as the Symbol. c. Change the Minimum Bounds of the horizontal axis to 3,000 and the Maximum Bounds to 5,000. Create two scenarios to compare the costs for standard consultants and consultants with change certification as follows: a. In the Scenario Manager, add two scenarios using the data shown in bold in Table 1 below. b. The changing cells for both scenarios are the nonadjacent cells B11 and B14. c. Close the Scenario Manager without showing any of the scenarios. Switch to the Process worksheet. Create a Scatter with Straight Lines chart based on range D6:I14 in the data table Process Consulting – Net Income Analysis. Modify the new chart as follows: a. Resize and reposition the chart so that it covers the range D15:I32. b. Remove the chart title from the chart. c. Reposition the chart legend to the right of the chart. d. Add Net Income as the vertical axis title and Hours Contracted as the horizontal axis title. e. Change the colors of the chart to Monochromatic Palette 1 (1st row in the Monochromatic palette). Change the Bounds Axis Options for the new chart as follows: a. Change the Minimum Bounds of the vertical axis to -100,000 and the Maximum Bounds to 650,000. b. Set the horizontal axis to cross at the axis value -100,000. c. Change the Number format of the vertical axis to Currency with 0 Decimal places and $ as the Symbol. d. Change the Minimum Bounds of the horizontal axis to 3,500 and the Maximum Bounds to 7,500. Edit the chart series names as follows: a. For Series 1, use cell E5 as the series name. b. For Series 2, use cell F5 as the series name. c. For Series 3, use cell G5 as the series name. d. For Series 4, use cell H5 as the series name. e. For Series 5, use cell I5 as the series name. Cairo Consulting wants to determine whether reselling process consulting services provided by third parties would reduce the costs of this type of consulting. Switch to the Process Providers worksheet, and then run Solver to solve this problem as follows: a. Set the objective as minimizing the value in cell E10 (Total Costs). b. Use the range B4:D4 as the changing variable cells. Adjust the hours provided by each company using the following constraints: c. E4=5500, the total hours of process consulting signed d. E10 is less than or equal to 1350000, the maximum third-party fees e. B4:D4 is less than or equal to 5000, the maximum hours provided by a single third-party provider f. B4:D4 should be an Integer g. Run Solver, keep the solution, and then return to the Solver Parameters dialog box. Save the model to the range A14:A21, and then close the Solver Parameters dialog box. In the Process Providers worksheet, the Solver model should contain a constraint that limits the values in the range B4:D4 to integers. Switch to the All Types worksheet. Use the Scenario Manager to create a Scenario Summary report that summarizes the effect of the Status Quo, Third Party, and Raise Rates scenarios. Use the range B17:D17 as the result cells. Switch back to the All Types worksheet. Use the Scenario Manager as follows to compare the profit per hour in each scenario: a. Create a Scenario PivotTable report for result cells B17:D17. b. Remove the Filter field from the PivotTable. c. Change the Number format of the Profit_Per_Hour_Contracted_Mana, Profit_Per_Hour_Contracted_Chan, and Profit_Per_Hour_Contracted_Proc fields (located in the Values box of the PivotTable Field List) to Currency with 2 Decimal places and $ as the Symbol. d. Use Management as the row label value in cell B3, Change as the value in cell C3, and Process as the value in cell D3. e. In cell A1, use Profit Per Hour Contracted as the report title. f. Format the report title using the Title cell style. g. Resize columns A–D to 15.00. In the Scenario PivotTable worksheet, the res $C$17 field in the Values section of the PivotTable should be formatted using the Currency number format with two decimal places and the $ symbol. Add a PivotChart to the Scenario PivotTable worksheet as follows: a. Create a Clustered Column PivotChart based on the PivotTable. b. Resize and reposition the chart so that it covers the range A8:D20. c. Hide the field buttons in the chart. [Mac Hint: The Field Buttons option is not available on Excel 2019 for the Mac, so Mac users can ignore this instruction.]

Cairo Consulting EXPLORE BUSINESS OPTIONS WITH WHAT-IF TOOLS Author: Jacob Cubides New Perspectives Excel 2019 | Module 8: SAM Project 1a Note: Do not edit this sheet. If your name does not appear in cell B6, please download a new copy the file from the SAM website.

Cairo Consulting - Management Sales Management - Hours Sold 7,500 Hours Contracted Total Sales Price Per Hour $ 310.00 7,500 $ 2,325,000 Total Sales $ 2,325,000.00 6,500 $ 2,015,000 7,000 $ 2,170,000 Expenses 7,500 $ 2,325,000 Variable Expenses 8,000 $ 2,480,000 Hours Contracted 7,500 8,500 $ 2,635,000 Variable Cost Per Hour $ 190.00 Total Variable Costs $ 1,425,000.00 Fixed Expenses Total Fixed Cost $ 770,000.00 Hour/Price $ 280.00 Expenses - Total $ 2,195,000.00 6,500 (185,000.00) Total Expense Per Hour Contracted $ 292.67 7,000 (140,000.00) 7,500 (95,000.00) Profit 8,000 (50,000.00) Total Sales $ 2,325,000.00 8,500 (5,000.00) Total Expenses $ 2,195,000.00 Gross Profit $ 130,000.00 Break-Even Analysis Price Per Hour $ 310.00 Cost Per Hour $ 292.67 Hours Contracted 7,500 Gross Profit $ 130,000.00

- Profit Analysis Total Expenses Gross Profit $ 2,195,000 $ 130,000 $ 2,005,000 $ 10,000 $ 2,100,000 $ 70,000 $ 2,195,000 $ 130,000 $ 2,290,000 $ 190,000 $ 2,385,000 $ 250,000 Management - Gross Profit Analysis $ 290.00 $ 300.00 $ 310.00 $ 320.00 $ 330.00 (120,000.00) (55,000.00) 10,000.00 75,000.00 140,000.00 (70,000.00) 0.00 70,000.00 140,000.00 210,000.00 (20,000.00) 55,000.00 130,000.00 205,000.00 280,000.00 30,000.00 110,000.00 190,000.00 270,000.00 350,000.00 80,000.00 165,000.00 250,000.00 335,000.00 420,000.00

Cairo Consulting - Organizational Change Sales Organizational Change Hours Sold 3,750 Hours Contracted Total Sales Price Per Hour $ 380.00 3,750 1,425,000 Total Sales $ 1,425,000.00 3,000 1,140,000 3,250 1,235,000 Expenses 3,500 1,330,000 Variable Expenses 3,750 1,425,000 Hours Contracted 3,750 4,000 1,520,000 Variable Cost Per Hour $ 265.00 4,250 1,615,000 Total Variable Costs $ 993,750.00 4,500 1,710,000 Fixed Expenses 4,750 1,805,000 Total Fixed Cost $ 380,000.00 5,000 1,900,000 Expenses - Total $ 1,373,750.00 Total Expense Per Hour Contracted $ 366.33 Profit Total Sales $ 1,425,000.00 Total Expenses $ 1,373,750.00 Gross Profit $ 51,250.00 Break-Even Analysis Price Per Hour $ 380.00 Cost Per Hour $ 366.33 Hours Contracted 3,750 Gross Profit $ 51,250.00 3,000 3,200 3,400 3 $1,000,000 $1,100,000 $1,200,000 $1,300,000 $1,400,000 $1,500,000 $1,600,000 $1,700,000 $1,800,000 $1,900,000 $2,000,000 T Sales and Expenses

e - Break-Even Analysis Total Expenses Gross Profit 1,373,750 51,250 1,175,000 (35,000) 1,241,250 (6,250) 1,307,500 22,500 1,373,750 51,250 1,440,000 80,000 1,506,250 108,750 1,572,500 137,500 1,638,750 166,250 1,705,000 195,000 3,600 3,800 4,000 4,200 4,400 4,600 4,800 5,000 Total Sales Total Expenses Hours Contracted

Process Consulting - Net Income Analysis Average Price Per Hour $ 280.00 $ 290.00 $ 300.00 $ 310.00 (57,500.00) (22,500.00) 12,500.00 47,500.00 (10,000.00) 30,000.00 70,000.00 110,000.00 37,500.00 82,500.00 127,500.00 172,500.00 85,000.00 135,000.00 185,000.00 235,000.00 132,500.00 187,500.00 242,500.00 297,500.00 180,000.00 240,000.00 300,000.00 360,000.00 227,500.00 292,500.00 357,500.00 422,500.00 275,000.00 345,000.00 415,000.00 485,000.00 322,500.00 397,500.00 472,500.00 547,500.00 5,000 5,500 6,000 6,500 7,000 7,500 $270.00 $280.00 $290.00 $300.00 $310.00 Hours Contracted

Cairo Consulting - Process Consulting Providers Process Pros ABQ Consulting Tema Han Total Hours Provided 500 0 5,000 5,500 Fixed Costs $ 178,000.00 $ 280,000.00 $ 26,700.00 Fixed Cost Per Hour 356.00 - 5.34 Variable Costs 104,500.01 - 1,025,000.00 Variable Cost Per Hour 209.00 220.00 205.00 Total Costs $ 282,500 $ - $ 1,051,700 $ 1,334,200 Minimum Total Cost Model $ 1,334,200 3 1 1 0 32767 0

Third Party $ 310.00 $ 380.00 $ 290.00 $ 600,000.00 $ 260,000.00 $ 270,000.00 $ 1,385,000.00 $ 880,000.00 $ 990,000.00 $45.33 $76.00 $60.91

Profit Per Hour Contracted Row Labels Management Change Process Raise Rates $32.83 32.666666666667 48.590909090909 Status Quo $17.33 13.666666666667 34.090909090909 Third Party $45.33 76 60.909090909091 Raise Rates Status Quo Third Party $0.00 $10.00 $20.00 $30.00 $40.00 $50.00 $60.00 $70.00 $80.00 Management Change Process