New Perspectives Excel 365/2021 | Module 1: SAM Critical Thinking Project 1c

Tabula Insurance Agency

GETTING STARTED
 Save the file NP_EX365_2021_CT1c_FirstLastName_1.xlsx as
NP_EX365_2021_CT1c_FirstLastName_2.xlsx

o Edit the file name by changing “1” to “2”.

o If you do not see the .xlsx file extension, do not type it. The file
extension will be added for you automatically.

 With the file NP_EX365_2021_CT1c_FirstLastName_2.xlsx open, ensure

o If cell B6 does not display your name, delete the file and download a new
copy.

PROJECT STEPS
1. As the office administrator, you use Excel to maintain personnel data and
summarize cash flow. You are finalizing the Personnel and Cash Flow
worksheets for the current week.
The Personnel worksheet needs cleaning up. Start by moving the two cells of
title information one column to the left. Resize the column to best fit the newly
included information.

2. Change the width of the column containing salaries to match the width of the
column containing commissions.

3. The salary and commission columns need to be completed. Enter the data
shown in Table 1 in the appropriate cells.

Table 1: Data for the Range B14:C16

B C
14 846.15 23.22
15 846.15 5.19
16 923.08 0.00

4. The emails need to be filled in as well. Start by entering

5. The column containing emails could use a bit more space at the sides. Change
the width to 36.00.

6. The employee information table also needs show the total salary and total
commission. Start by entering the word Total under the final employee name.
New Perspectives Excel 365/2021 | Module 1: SAM Critical Thinking Project 1c

7. Use a function to calculate the total salaries in the appropriate cell. Use the
same function to calculate the total commissions.

8. To finish up the worksheet, it should also show the total number of employees,
as well as the average commission. Start by entering Number of Employees
in the top left shaded cell below the employee information table, and Average
Commission in the bottom left shaded cell.

9. Use a function to count the number of employees in the top right space to
complete the worksheet.

10. The Cash Flow worksheet also needs to be completed. Begin by changing its
orientation to Landscape.

11. Add Cash Flow: before the date to mirror the title information on the
Personnel worksheet.

12. The font for the table headers and the note should be larger. Increase the font
size of each to 12 points.

13. To better display the content, decrease the height of row 3 to 8.00.

14. Determine the profit generated from auto insurance policies by subtracting auto
expenses from auto sales. Use a similar formula to show the profit for home
and life insurance policies.

15. After determining the total profits generated by each store, you are now
interested in calculating the total sales, expenses, and profits across all types of
insurance sold. Use a function to calculate the totals for these categories across
all three types of insurance.

16. Since you just edited the worksheet, cell A9 is no longer accurate. Remove the
text.

17. Wrap the text of the remaining note to display multiple lines in a single cell.

18. Change the Zoom level of the Cash Flow worksheet to 130%.

19. After reviewing the Personnel and Cash Flow worksheets, you typically generate
some additional data for accounting. To create a placeholder worksheet for this
data, insert a new worksheet in the workbook, rename the worksheet
Accounting, and if necessary, move the new worksheet after the Cash Flow
worksheet.

Your workbook should look like the Final Figures on the following pages. Save your
changes, close the workbook, and then exit Excel. Follow the directions on the website
to submit your completed project.
New Perspectives Excel 365/2021 | Module 1: SAM Critical Thinking Project 1c

Final Figure 1: Personnel Worksheet

Final Figure 2: Cash Flow Worksheet