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Instructions The Scenario: Tony Spacken, Sales Manager, has an Excel workbook listing

Instructions

The Scenario:

Tony Spacken, Sales Manager, has an Excel workbook listing properties for sale. If a property is sold,

Select National Properties Group will finance the property loan for 30 years at 7.5% interest. If the

monthly payment of a property is greater than $300,000, the company will give the buyer a 1% discount

of the selling price. Lavern Gallen is interested in purchasing the Pleasant Properties Warehouse, one of

the company’s properties. She lives at 4231 Center Drive, Tempe, TX 76501.

For this project, you will need the following files:

New blank Access database

New blank PowerPoint presentation

Gallen_Letter

Sale_Properties

You will save your files as:

Lastname_Firstname_Sale_Properties

Lastname_Firstname_SNPG_Properties

Lastname_Firstname_Gallen_Letter

Lastname_Firstname_Sales_Presentation

1. Open the file Sale_Properties, and then save the workbook as

LastnameFirstname_Sale_Properties

2. Copy the Properties worksheet to a new worksheet,

3. Rename the worksheet as Payments

4. In the Payments worksheet, convert the data to a table.

5. In column G, insert a calculated column using the PMT function to calculate the monthly

payment for each of the properties.

6. In column H, insert a calculated column using the IF function to determine the amount of the if

discount

property qualifies for it.

7. Determine the totals for columns F:H.

8. Apply conditional formatting to cells with a selling price between $40,000,000 and $70,000,000.

9. Copy the Payments worksheet to a new worksheet,

10. Rename the new worksheet as Pleasant Properties

11. Filter the table to display only the data for the Pleasant. Insert your name in the footer so that it

displays on all worksheets.

12. Create a blank Access database, and then save it as Lastname_Firstname_SNPG_Properties

13. Import the data from the Properties worksheet.

14. Create a query that displays all fields, except the ID field, for properties located in Florida and

Georgia.

15. Save the query as Lastname_Firstname_FL_GA Query

16. Export the query result as an RTF file

17. Create another query that displays all fields, except the ID field, for all properties with selling

prices less than $1,000,000.

18. Save the query as Lastname Firstname Price Query

19. For each query, create and format a report.

20. Save each report with the name as the query, substituting the word Report for Query.

21. Create a PowerPoint presentation using a template of your choice; the presentation will be

shown to prospective buyers attending a sales conference.

22. Save the presentation as Lastname_Firstname_Sales_Presentation

23. Insert the file name in the footer to display on all pages of the notes and handouts.

24. Modify the slides to help persuade buyers to purchase property from Select National Properties

Group:

25. On one slide, inform the audience that the company sells many properties.

26. On the same slide, link the cell from the Excel Payments worksheet that displays the total selling

price.

27. On a new slide, insert a SmartArt graphic that lists some of the different types of properties that

the company develops and manages.

28. At the end of the presentation, insert a slide that contains the contact information for Mr.

Spacken.

29. Insert additional text, pictures, and clip art to enhance the presentation.

30. Format any text or other objects to create a professional appearance.

31. Open the file Gallen_Letter, and then save as Lastname_Firstname_Gallen_Letter

32. Insert the file name in the footer.

33. Format the letterhead for Mr. Tony Spacken.

34. Insert the current date, and then insert Lavern Gallen’s name and address and a proper

salutation.

35. Following the first paragraph, copy the SmartArt graphic from your presentation to the letter,

changing text wrapping and resizing as necessary.

36. Following the second paragraph, from Excel, on the Pleasant Properties worksheet, link cells

F1:G38 (first and second row) to the Word document.

37. Under the third paragraph, insert the RTF file listing the Florida and Georgia properties.

38. Format the document to create a professional appearance.

1.

Upload the completed assignment files in the Assignment area.

 Special Instructions: Use the Supporting Materials below to complete the project.

 Grading: Please review the rubrics for particulars.

Grading Rubrics

Performance

Level Exemplary Accomplished Developing Beginning Points

Performance

Element

You consistently

applied the relevant

skills.

You mostly applied

the relevant skills.

You sometimes, but

not always, applied

the relevant skills.

You rarely or

never applied the

relevant skills.

10/10

Insert PMT and

IF functions

The PMT and IF

functions are

inserted, and the

correct values

display

The PMT function or IF

function is inserted, or

some values do not

display correctly

The PMT function or IF

function is not

inserted, and most

values do not display

correctly

The PMT function

and the IF function

are not inserted

Exemplary 10

Accomplished

7-9

Developing 4-

6

Beginning 0-3

Points:

Create two

reports from

queries

The reports are

created and display

the correct data

One report is not

created, or some data

in either report does

not display correctly

Neither report is

created

Neither report is

created

Exemplary 10

Accomplished

7-9

Developing 4-

6

Beginning 0-3

Points:

Insert text and

objects in a

letter

All text and objects

are inserted

appropriately

One item is not

inserted appropriately

At least two items are

not inserted

appropriately

No items are

inserted

appropriately

Exemplary 10

Accomplished

7-9

Developing 4-

6

Beginning 0-3

Points:

Create a

SmartArt

graphic

The SmartArt

graphic is created

and displays the

correct information

The SmartArt graphic is

created, and most

information is correct

The SmartArt graphic is

created, but not all

information is correct

The SmartArt

graphic is not

created

Exemplary 10

Accomplished

7-9

Developing 4-

6

Beginning 0-3

Points:

Insert text and

objects in a

presentation

All text and objects

are inserted

appropriately

Most text and objects

are inserted

appropriately

Some items are

inserted appropriately

No items are

inserted

appropriately

Exemplary 10

Accomplished

7-9

Developing 4-

6

Beginning 0-3

Points:

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