Content-Based Assessments Business Running Case | Excel 19 Nelson Architectural Planning Jennifer Nelson graduated with a Master of Architecture degree in 1997. She honed her space planning and design skills in a large architectural firm for several years before deciding to open her own firm. Nelson Architectural Planning specializes in corporate space planning, facility layouts, and interior design for high-tech companies in the San Francisco Bay and Silicon Valley areas of California. Jennifer and her staff work closely with their clients to create efficient, safe, and beautiful work spaces that are conducive to a fast pace of busi- ness. Jennifer's team includes two network specialists who help assure that every client's space is scalable for continuous upgrades in computer systems and networking. Nelson Architectural Planning also maintains an inventory of popular office furniture and accessories, such as mobile workstations, office chairs, and desk lamps. Business Running Case3 Excel chapterthree Content-Based Assessments 3 Excel chapterthree 20 Excel | Chapter 3 Project 3J — Office Loan In this project, you will construct a solution by applying any combination of the skills you practiced from the Objectives in Projects 3A and 3B. Nelson Architectural Planning designs and stocks its own design of furni- ture and accessories. Some pieces are designed especially for health care facilities, an area of architectural design for which the firm is becoming well known. President Jennifer Nelson wants to build an Office of the Future in which the firm will showcase its expertise in space planning, furniture products, design services, and state-of-the-art networking. The cost of construction is $750,000. Jennifer has requested a summary of the current product line and information on loan options to build the office and a storage area. In the following project, you will edit a workbook for Jennifer Nelson that provides the requested information. Your completed workbook will look similar to BRC Figure 1. Business Running Case BRC Figure 1 For Project 3J, you will need the following file: e3J_Office_Loan You will save your documents as 3J_Office_Loan_Firstname_Lastname Content-Based Assessments 3 Excel chapterthree Business Running Case | Excel 21 1. Start Excel and from your student files, open the folder 03_business_running_case, locate the Business Running Case project for this chapter, and open the file e3J_Office_Loan. Save it in your Excel Chapter 3 folder as 3J_Office_Loan_Firstname_Lastname In cell B4, enter the NOW function, and then on the Home tab, in the Number group, click the Number Format arrow, and apply the Short Date format. 2. In cell F11, enter an IF function to deter- mine if the Quantity in Stock value in cell B11 is less than 15. If true, display Order and if false, display OK Copy the formula down through row 74. In the Stock Level column, use Conditional Formatting to apply a New Rule of Bold Ital.

1. Content-Based Assessments
Business Running Case | Excel 19
Nelson Architectural Planning
Jennifer Nelson graduated with a Master of Architecture degree
in 1997.
She honed her space planning and design skills in a large
architectural
firm for several years before deciding to open her own firm.
Nelson
Architectural Planning specializes in corporate space planning,
facility
layouts, and interior design for high-tech companies in the San
Francisco Bay and Silicon Valley areas of California.
Jennifer and her staff work closely with their clients to create
efficient,
safe, and beautiful work spaces that are conducive to a fast pace
of busi-
ness. Jennifer's team includes two network specialists who help
assure
that every client's space is scalable for continuous upgrades in
computer
systems and networking. Nelson Architectural Planning also
maintains
an inventory of popular office furniture and accessories, such as
mobile
workstations, office chairs, and desk lamps.
Business Running Case3
Excel

2. chapterthree
Content-Based Assessments
3
Excel
chapterthree
20 Excel | Chapter 3
Project 3J — Office Loan
In this project, you will construct a solution by applying any
combination of
the skills you practiced from the Objectives in Projects 3A and
3B.
Nelson Architectural Planning designs and stocks its own design
of furni-
ture and accessories. Some pieces are designed especially for
health care
facilities, an area of architectural design for which the firm is
becoming
well known.
President Jennifer Nelson wants to build an Office of the Future
in which
the firm will showcase its expertise in space planning, furniture
products,
design services, and state-of-the-art networking. The cost of
construction
is $750,000. Jennifer has requested a summary of the current

3. product
line and information on loan options to build the office and a
storage area.
In the following project, you will edit a workbook for Jennifer
Nelson that
provides the requested information. Your completed workbook
will look
similar to BRC Figure 1.
Business Running Case
BRC Figure 1
For Project 3J, you will need the following file:
e3J_Office_Loan
You will save your documents as
3J_Office_Loan_Firstname_Lastname
Content-Based Assessments
3
Excel
chapterthree
Business Running Case | Excel 21
1. Start Excel and from your student files,
open the folder 03_business_running_case,
locate the Business Running Case project
for this chapter, and open the file
e3J_Office_Loan. Save it in your Excel

4. Chapter 3 folder as
3J_Office_Loan_Firstname_Lastname In
cell B4, enter the NOW function, and then
on the Home tab, in the Number group,
click the Number Format arrow, and
apply the Short Date format.
2. In cell F11, enter an IF function to deter-
mine if the Quantity in Stock value in
cell B11 is less than 15. If true, display
Order and if false, display OK Copy the
formula down through row 74. In the
Stock Level column, use Conditional
Formatting to apply a New Rule of Bold
Italic to Format cells that contain the
text Order
3. In cell C7, enter a COUNTIF function to
count the number of Furniture items in
the Category column. In cell C8, enter a
COUNTIF function to count the number of
Accessories items in the Category column.
Select the range A10:F74, and then Insert
a Table with headers. Apply Table Style
Medium 17. Press C + h to display
the top of the worksheet, select row 11,
and then Freeze Panes. Sort the table
from A to Z on the Product# column.
Click the Design tab, and then change the
Table Style Options to display the Total
Row.
4. Filter the table to display the Furniture
Category. Scroll as necessary to bring the
Total row closer to the table headings. By
using the Total Row Retail Price arrow,

5. determine the average retail price for the
Furniture category. Right-click over the
result, click Copy, right-click over cell D7,
click Paste Special, and then paste the
Values and number formats. Determine
the average retail price for the Accessories
category, and then copy the value and
number format to cell D8.
5. Filter the table to display the Furniture
Category. Then filter the Stock Level field
to display only those Furniture items that
display Order. In the Total Row, select the
Order column, click the arrow, and then
click the Count function. Copy the value
and number format of the result, 23, to
cell E7. Use the same techniques to deter-
mine how many Accessories products
need to be ordered, and then copy the
value and number format to cell E8.
6. Remove all filters to display all of the data
in the table, click any cell in the table,
click the Design tab, and then remove the
Total Row from the table. Convert the
table to a normal range.
7. Unfreeze the panes. Insert a footer with
the File Name in the left section, and then
Center the worksheet Horizontally. Set
the Print Titles option to repeat row 10
at the top of each page. Change the
Orientation to Landscape, display the
worksheet in Normal view, and then dis-
play the top of the worksheet. Save your

6. workbook.
8. Display the Loan Options-Showcase
Office worksheet. In cell B9, enter a PMT
function using the data in B3:B5; convert
the rate to a monthly rate, and be sure that
the result displays as a positive number.
Format the result with zero decimal
places.
9. Create a Data Table using the information
in cells B3:B5 in which the Row input
cell is the Period and the Column input
cell is the Interest rate. Using the Format
Painter, format the results in the data
table using the format in cell B9.
Business Running Case
(Project 3J–Office Loan continued)
(Project 3J–Office Loan continues on the next page)
Content-Based Assessments
3
Excel
chapterthree
22 Excel | Chapter 3
10. Insert a footer in the left section with the
File Name, and then Center the work-

7. sheet Horizontally on the page. Display
the top of the worksheet in Normal view.
11. Save your workbook. Print the Entire
workbook or submit electronically as
directed. If you are directed to submit
printed formulas, refer to Activity 9.17 to
do so.
12. If you printed your formulas, be sure to
redisplay the worksheet by pressing
C + `. From the Office menu, click
Close. If you are prompted to save
changes, click No. Close Excel.
Business Running Case
End You have completed Project 3J
(Project 3J–Office Loan continued)