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```					. Fact Pattern: Question 1:
You currently work for an automotive parts supply store. Your company is growing,
and is considering expansion. The company currently has three locations (North,
South, and Central) in one state, and wants to consider expanding within the same
state. You have been presented with the sales figures for the last three years for
each of your locations. Based on this information, you’re tasked with analyzing
current sales.

You have decided to investigate the trend in sales over the past three years.
Respond fully to the following questions regarding this task:

A - (TCO 9) The data for the North and Central locations has been provided to you in
the form of .csv files. The South location information is in an Excel file. Explain the
steps involved in converting the information from the .csv files to Excel, and what
steps you will take to assure the data is usable.
B - (TCO 2) Explain, based on material covered in this class, your approach to
setting up your worksheet and organizing the data.
C - (TCO 3) Explain how you will visually represent the data for the sales of the
individual stores and for the time period shown. You want to show the change in
sales for each store over time for the past three years.
D - (TCO 7) Once you have finished the above tasks, you plan to send the Excel
workbook to your boss for evaluation. Your boss is not an Excel expert, and you are
concerned that your formulas might accidentally be deleted or altered. Describe the
methods you will use to assure

2. Fact Pattern: Question 2:
You own your own small party supply and rental business. You maintain an Excel list
of potential customers and clients who have rented or purchased from you in the
past two years. The list includes both physical mailing addresses and e-mail
addresses for each person listed. You have a “category“ code to show whether the
contact is a client. If they have done business with you, they show a code of “CUST”
for customer. If they are potential customers who have not yet purchased or rented
from you, they are coded as “PROS” for prospect.

You want to grow your business, and feel the best way to do this is to solicit business
from customers who show a physical address in the same zip code as your business
location. Respond fully to the following questions regarding this task:

A - (TCO 4) Explain how you will use Excel to find in your list the people you are
targeting for new business. Be specific.
B - (TCO 8) You want to send a letter to each person on your list from Part A of this
question. You have a nice form letter that you have used in the past. Explain how
you might personalize the letter by adding your customer names.
C - (TCO 7) If you get the results you expect to get from contacting your prospects,
you want to be able to do this every month. Explain how you might use Excel to
automate the process of separating your list as you did in Part A.
D - (TCO 6) You want to gauge the impact of mailing to only your customers, to only
your prospects, or to everyone on your list. You have the numbers for each group,
the estimated cost per letter, and the expected increase in income for each letter
mailed. What Excel tools might you use to see the anticipated outcome for each of
the three situations? (
3. Fact Pattern: Question 3:
Your company is planning a party for employees, and you have been asked to set up
a spreadsheet to track the attendees and to calculate the associated cost. Each
employee is allowed to bring one guest to the party. There are 50 employees in your
company. The spreadsheet needs to be set up when the invitations are distributed so
that you can begin recording the reservations as soon as they come in.

The costs of the party are the same for every attendee. When the employees
respond, you want to add their names to the list. If they are not coming, you want
this recorded. If they are coming alone, the cost is \$45. If they are bringing a guest,
the cost is \$45 X 2. Respond fully to the following questions regarding this task:

A - (TCO 1) Explain how you will structure your worksheet, including the titles,
column headings, the formulas to calculate the cost for each employee (which may
include cost for a guest), and to calculate the total cost of the party.
B - (TCO 2) The facility where the party is to be held will give the company a
reduction in price if more than 75 people attend. The price per person will then be
\$40. Describe how you will set up your worksheet to reflect a change when the total
number of attendees hits 75.
C - (TCO 4) You want the employees who are going to attend to show up on the list
with a yellow background. Explain the method you would use to have this
automatically occur when you indicate the employee’s response.
D - (TCO 4) You know your management team will want to periodically check to see
who is attending. They are not concerned with those who have responded but are
not attending. Explain how you might generate this list as requested using your
knowledge of Excel.

. Fact Pattern: Question 4:
You’ve just joined the staff of the XYZ Manufacturing Company (XYZ, for short). XYZ
manufactures only one product—the gizmo. It comes in two sizes, the mini-gizmo
and the magna-gizmo. Both are difficult to manufacture, and consequently, the
company closely monitors rejected units. The company has three locations, each of
which produces both the mini and the magna-gizmos. You are automating the
weekly production reports so that you can easily calculate total production for the
entire company each week.

The mini-gizmo is priced at \$3.25 per unit. The magna-gizmo is priced at \$7.00 per
unit. The unit cost for a reject mini-gizmo is \$1.75. The cost for a reject magna-
gizmo is \$3.50. Respond fully to the following questions regarding this task:

A - (TCO 1) You have decided to develop a worksheet for each manufacturing
facility manager to submit each week. It should show total production and revenue,
and total scrap and cost for each product for the week. If the number of reject units
for a product exceeds 10 percent of the production of that unit, the number of
rejects should show in red font. Explain how you will set this up so that the
managers enter only the number of units for each product’s production and rejects.
B - (TCO 5) The managers will e-mail their weekly reports to you on Monday of the
following week. You will then produce the summary report. Explain the process for
doing this. Give a sample formula to total the number of mini-gizmos produced by
the entire company in a week.
C - (TCO 5) Each week, you will present the combined report to your boss, who
wants to see both the summary and the individual sheets for each location. You want
to add a header with the date and your name to each page. What is the easiest way
to do this? Explain the process.
D - (TCO 3) Describe the graph that you would create to accompany the report in
Part C. Include formatting considerations to make important facts stand out. (Points

Congratulations on your new position as loan officer at the Commercial Bank and
Trust Company. You are dedicated to building long-term relationships with your
clients, and you want to be able to answer their questions quickly if they call after
obtaining a loan. The bank’s system is a little slow, so you have started your own list
of information frequently needed by your client. You are aware that it is extremely
important that the customer’s information be protected.

You process automobile loans for the bank’s customers. The interest rate varies
depending on the customer’s credit score. Once you know the credit score, you use
the associated rate to calculate the loan payment. You then store the customer’s
information including the payment date and the payment amount in your list for
quick reference. Respond fully to the following questions regarding this task:

A - (TCO 2) You have set up an Excel worksheet to determine the loan payment. It
is set up so that you enter the credit score, and it finds and returns the correct
interest rate. Then, you enter the interest rate and other required information to get
the actual payment. Describe the Excel tools used for these tasks, and the
information required to obtain the payment.
B - (TCO 10) You know that your list of information on the loans will quickly become
very long. Also, you want to be sure that you are not repeating information, and that
you can’t easily give out wrong information. You would like to be able to view one
single record at a time to keep this from happening. A friend has suggested that you
build your list in Access. What would be the benefit of doing this, particularly in the
banking environment?
C - (TCO 10) You want to use the Access form wizard to create an input form for
your list. Describe the process of creating the form, and the special tools you might
use to make it easier to use and less prone to errors.
D - (TCO 10) You have decided that you would like to contact your customers by
phone at least once a year to maintain the relationship. Explain how you would
obtain a list of loans with anniversary dates in a particular month, and then print the
information for your use in making these calls. Be specific! (Points: 40)
Fact Pattern: Question 5:
Congratulations on your new position as loan officer at the Commercial Bank and
Trust Company. You are dedicated to building long-term relationships with your
clients, and you want to be able to answer their questions quickly if they call after
obtaining a loan. The bank’s system is a little slow, so you have started your own list
of information frequently needed by your client. You are aware that it is extremely
important that the customer’s information be protected.

You process automobile loans for the bank’s customers. The interest rate varies
depending on the customer’s credit score. Once you know the credit score, you use
the associated rate to calculate the loan payment. You then store the customer’s
information including the payment date and the payment amount in your list for
quick reference. Respond fully to the following questions regarding this task:

A - (TCO 2) You have set up an Excel worksheet to determine the loan payment. It
is set up so that you enter the credit score, and it finds and returns the correct
interest rate. Then, you enter the interest rate and other required information to get
the actual payment. Describe the Excel tools used for these tasks, and the
information required to obtain the payment.
B - (TCO 10) You know that your list of information on the loans will quickly become
very long. Also, you want to be sure that you are not repeating information, and that
you can’t easily give out wrong information. You would like to be able to view one
single record at a time to keep this from happening. A friend has suggested that you
build your list in Access. What would be the benefit of doing this, particularly in the
banking environment?
C - (TCO 10) You want to use the Access form wizard to create an input form for
your list. Describe the process of creating the form, and the special tools you might
use to make it easier to use and less prone to errors.
D - (TCO 10) You have decided that you would like to contact your customers by
phone at least once a year to maintain the relationship. Explain how you would
obtain a list of loans with anniversary dates in a particular month, and then print the
information for your use in making these calls. Be specific

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