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
Open the file Sale_Properties, and then save the workbook as LastnameFirstname_Sale_Properties
Copy the Properties worksheet to a new worksheet,
Rename the worksheet as Payments
In the Payments worksheet, convert the data to a table.
In column G, insert a calculated column using the PMT function to calculate the monthly payment for each of the properties.
In column H, insert a calculated column using the IF function to determine the amount of the if discount
property qualifies for it.
Determine the totals for columns F:H.
Apply conditional formatting to cells with a selling price between $40,000,000 and $70,000,000.
Copy the Payments worksheet to a new worksheet,
Rename the new worksheet as Pleasant Properties
Filter the table to display only the data for the Pleasant. Insert your name in the footer so that it displays on all worksheets.
Create a blank Access database, and then save it as Lastname_Firstname_SNPG_Properties
Import the data from the Properties worksheet.
Create a query that displays all fields, except the ID field, for properties located in Florida and Georgia.
Save the query as Lastname_Firstname_FL_GA Query
Export the query result as an RTF file
Create another query that displays all fields, except the ID field, for all properties with selling prices less than $1,000,000.
Save the query as Lastname Firstname Price Query
For each query, create and format a report.
Save each report with the name as the query, substituting the word Report for Query.
Create a PowerPoint presentation using a template of your choice; the presentation will be shown to prospective buyers attending a sales conference.
Sample Solution