Shelly Cashman Excel 2019 | Module 7 | SAM Project 1a | Ballantyne Investments

#Shelly_Cashman_Excel_2019
#Module_7
#BallantyneInvestments
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Open the file #SC_EX19_7a_FirstLastName_1.xlsx, available for download from the SAM website.
Save the file as #SC_EX19_7a_FirstLastName_2.xlsx by changing the “1” to a “2”.
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.
To complete this SAM Project, you will also need to download and save the following data files from the SAM website onto your computer:
#Support_EX19_7a_Disclaimer.pptx
#Support_EX19_7a_Group.jpg
#Support_EX19_7a_Sample.xlsx
Support_EX19_7a_Team.html
Support_EX19_7a_Tools.docx
With the file SC_EX19_7a_FirstLastName_2.xlsx still open, ensure that your first and last name is displayed in cell B6 of the Documentation sheet.
If cell B6 does not display your name, delete the file and download a new copy from the SAM website.
PROJECT STEPS
Elena Dorado is an associate investment banker at Ballantyne Investments. She is preparing a draft of a workbook that will be presented to shareholders to describe Ballantyne's asset management team and client relationships. She asks for your help in importing data and adding other content to the workbook. Go to the Asset Management worksheet. Change the formatting of cell D4 and the WordArt containing the worksheet title, "Ballantyne Investments", as follows to coordinate it with the rest of the worksheet:
Apply the Turquoise, Accent Color 1, Shadow WordArt Style to the title.
Copy the formatting from cell A4 to cell D4.
The worksheet should list information about the asset management team, which is contained in a webpage. Copy data from the webpage as follows:
Open the webpage Support_EX19_7a_Team.html in a browser.
In the Asset Management worksheet, import the data from the Support_EX19_Team webpage in cell G12.
Format the imported data in the range G12:M19 as a table using Turquoise, Table Style Light 9. Remove the external connection if prompted.
In the imported table, change some data to reflect updates in the company:
Delete the row for Employee 520 because Chad Johnson is no longer with Ballantyne Investments.
Find the text "Financial advisor" and replace it with Investments to use a position name the company recently updated.
Elena wants to list the team information in the range A5:E10. The webpage table separated the first and last names, but Elena wants to list the full name on the Asset Management worksheet. List the first and last names of each team member in a single cell as follows:
In cell A5, enter a formula using the CONCAT function that displays the first name shown in cell H13 followed by a space (" ") and then the last name shown in cell I13.
Fill the range A6:A10 with the formula in cell A5 to list the full names of the remaining team members.
Incorporate the imported data in the range B5:E10 as follows:
Copy the Position data from the range J13:J18 and paste only the values in the range B5:B10.
In cell C5, enter a formula using the PROPER function to capitalize the first letter in each word in the Specialty text in cell K13.
Fill the range C6:C10 with the formula in cell C5 to list the specialties of the remaining team members.
In cell D5, enter a formula using the LEFT function to insert the first 2 characters on the left of cell L13. Copy the formula in cell D5 to the range D6:D10.
In cell E5, enter a formula using the RIGHT function to insert the last 2 characters on the right of cell M13. Copy the formula in cell E5 to the range E6:E10.
Resize columns A:D to their best fit, resize columns E:F to 7.00, and size column G to 21.00.
Hide rows 12 to 18 so that the worksheet does not display duplicated data.
Elena already imported data summarizing the performance of the asset management team on the Performance Summary worksheet but wants to display the data in the range G5:H8 of the Asset Management worksheet. She asks you to switch the rows and columns when you insert the data to fit in the range G5:H8. Go to the Performance Summary worksheet. Copy the data in the range A1:D2, and then transpose the rows and columns as you paste the data on the Asset Management worksheet starting in cell G5.
In the Asset Management worksheet, insert and format a picture of the asset management team as follows so that shareholders can identify members of the team:
Insert the picture Support_EX19_7a_Group.jpg.
Move and resize the picture proportionally so that the upper-left corner is in cell G19 and the lower-right corner is in cell J36.
Add a border to the picture using Teal, Accent 6 as the border color to coordinate the picture with the rest of the worksheet.
Apply the Offset: Center picture effect from the Outer section of the Shadow galler