Objective: Find Target Customer.

Target customers are any person who are female, or, of age less than 45 or who live in CA.
Put a comment in Column F mentioning if a particular person such as A1, B1, C1, and so on are target customer of the compan
Name State Gender Age Children Using OR Target Customer?
A1 CA F 45 Yes 1 yes
B1 MA F 26 Yes TRUE yes
C1 CO F 40 Yes TRUE yes
A2 AK F 51 Yes TRUE yes
B2 MS F 29 No TRUE yes
C2 CA F 25 Yes TRUE yes
A3 CA F 35 Yes TRUE yes
B3 MA F 36 Yes TRUE yes
C3 CO M 49 Yes FALSE No
A4 AK M 44 No TRUE yes
B4 MS F 19 Yes TRUE yes
C4 CA F 20 Yes TRUE yes
han 45 or who live in CA.
et customer of the company. If a customer is a target customer, the formula should give "Yes" in Column F; otherwise "No"

Learning Outcome: Review OR function

Objective: Find Target Customer. Target customers are those who are female, of age less than 45 and have children
Put a comment in Column F mentioning if a particular person such as A1, B1, C1, and so on are target customer of the compan
Name State Gender Age Children Using And Target Customer?
A1 CA F 45 Yes 0 No
B1 MA F 26 Yes TRUE yes
C1 CO F 40 Yes TRUE yes
A2 AK F 51 Yes FALSE No
B2 MS F 29 No FALSE No
C2 LA F 25 Yes TRUE yes
A3 CA F 35 Yes TRUE yes
B3 MA F 36 Yes TRUE yes
C3 CO M 49 Yes FALSE No
A4 AK M 44 No FALSE No
B4 MS F 19 Yes TRUE yes
C4 LA F 20 Yes TRUE yes
n 45 and have children
e target customer of the company. If a customer is a target customer, the formula should give "Yes" in Column F; otherwise "No"

Learning Outcome: Review AND function

otherwise "No"
Objective: To reward a customer based on their average spending per month, and month since last purchase.
If the customer has average spending per year of $600 and above and if month since last purchase is lower than 15, in Column

Name Year Purchasing Avg. Spending per year Month since last purchase Customer Reward
A1 14 300 3 reward 10% off
B1 6 400 5 reward 10% off
C1 3 500 12 reward 10% off
A2 1 700 21 reward 10% off
B2 8 800 6 Reward 50% off
C2 0.5 300 7 reward 10% off
A3 2 400 3 reward 10% off
B3 3 500 2 reward 10% off
C3 4 700 9 Reward 50% off
A4 6 800 18 reward 10% off
B4 8 900 19 reward 10% off
C4 9 200 20 reward 10% off
ince last purchase.
urchase is lower than 15, in Column E, show text called "Reward 50% off". For all others, show text called "Reward 10% off"

Learning Outcome: Review mixing OR,

AND, with IF function
 USING SIMPLE and NESTED-IF FUNCTIONS for EXCEL
Calculate taxes paid by Carlos, Jane, and Chang and fill out the "taxes paid" number on cells on B22 to D26 (Under ea
Scenario 1 If net income is greater than $15,000, taxes paid = $1000, else taxes paid = $400.
Scenario 2 If net income is greater than $15,000, taxes paid are 28% of net income above 15000.
else taxes paid are 15% of net income above 8000
Scenario 3 If net income is greater than $15,000 and less than $35,000, taxes paid are 28% of net income
else taxes paid are 15% of net income.
Scenario 4 If net income is at least $15,000 and at most $35,000, taxes paid are 28% of net income above
If net income is less than $15,000 then taxes paid are 15% of net income above $8000
else, If net income is greater than $35,000, taxes paid are 33% of net income above $35000.
Scenario 5 If net income for a person is greater than 15% of their Salary, then remark should say "Need M
Else, it should say "Good Job on Taxes!".
CARLOS
SALARY $54,000.00
DEDUCTIBLE EXPENSES $40,000.00
NET INCOME $14,000.00

TAXES PAID Carlos

Scenario 1 $ 400.00
Scenario 2 $ 900.00
Scenario 3 $ 2,100.00
Scenario 4 $ 900.00
Scenario 5 Need more tax breaks
 ESTED-IF FUNCTIONS for EXCEL
d" number on cells on B22 to D26 (Under each Scenario).
d = $1000, else taxes paid = $400.
d are 28% of net income above 15000.

han $35,000, taxes paid are 28% of net income.

5,000, taxes paid are 28% of net income above 15000. Else,
id are 15% of net income above $8000
s paid are 33% of net income above $35000.
f their Salary, then remark should say "Need More Tax Breaks!"

JANE CHANG
$75,000.00 $60,000.00
$51,000.00 $52,000.00
$24,000.00 $8,000.00

Jane Chang
$ 1,000.00 $ 400.00
$ 2,520.00 0
$ 2,520.00 $ 1,200.00
$ 2,520.00 $ -
Need more tax br good job on taxes!
 BUS308-01-F12

Customer Since Customer ID Order Number Customer's Due ($$)

3/6/2010 C1 9 500
3/6/2010 C1 16 4500
5/5/2010 C2 10 3000
5/5/2010 C2 7 500
1/3/2011 C3 5 4500
5/5/2010 C4 14 3000
5/5/2010 C4 6 500
5/5/2010 C4 8 4500

Questions:
Question 1: Reward starting date (Column
or no reward? (ColumnH):
I):Calculate
In columnreward starting
I, provide date in Column
remark/word called H (provideor
"Reward" full
"Nod
Question 2: Otherwise, provide a remark/word called "No Reward"
Question 3 For Question 3, see Q4 (Part2)
 Reward Starting Date?
Customer Type State Order Date
(Full date and not just YEAR)

American Euro Lifestyles NJ 3/16/2012 3/6/2014

American Euro Lifestyles NJ 1/9/2014 3/6/2014
Battle Creek Furniture MI 3/6/2015 5/5/2014
Battle Creek Furniture MI 2/5/2012 5/5/2014
California Classics CA 1/23/2012 1/3/2015
Contemporary Casuals FL 2/21/2014 5/5/2014
Contemporary Casuals FL 7/15/2012 5/5/2014
Contemporary Casuals FL 1/17/2016 5/5/2014

e/word
in Column
called H (provideor
"Reward" full
"Nodate). Reward
reward". will start
It should haveexactly 4 years
text called from theifdate,
"Reward" the customer
the reward startingjoined thelower/before
date is organizationthan
(seetoday
Colu
 "Reward" or "No Reward"
phrase?
reward
reward
reward
reward
reward
reward
reward
reward

omer
tartingjoined thelower/before
date is organizationthan
(seetoday's
Column A)
date.
 Date Function
Employee Birth Date Date Employed RetirementDate Wish birthday? Take Vacation?
Employee 1 1/30/1968 1/31/1986 2/5/2006 No HBD Take Vacation
Employee 2 2/1/1977 11/17/2003 11/22/2023 No HBD Take Vacation
Employee 3 12/5/1941 5/12/1993 5/17/2013 No HBD No vacation
Employee 4 4/18/1964 9/21/2000 9/26/2020 No HBD Take Vacation
Employee 5 7/22/1978 10/25/2002 10/30/2022 No HBD No vacation
Employee 6 9/26/1983 12/29/2004 1/3/2025 No HBD No vacation
Employee 7 3/16/1951 9/22/2000 9/27/2020 No HBD Take Vacation
Employee 8 3/13/1961 7/17/1996 7/22/2016 No HBD Take Vacation

a). People can retire at age after 20 years and 5 days of joining the company. Put retirement data on Col D.
b). Wish people "Happy birthday" if it's their birthday. Otherwise, say "No birthday". Put the phrase on Col E.
c). Write a phrase "Take vacation" on Col F if their month of birth is from January to June. Otherwise write, "No vacation"
 ta on Col D.
hrase on Col E.
rwise write, "No vacation"
 New Employee List
First Name Last Name Full Name (Concatenate)

Lebron James Lebron James

Steph Curry Steph Curry
JR Smith JR Smith
James Lee James Lee
James Menard James Menard
Johnson Hal Johnson Hal
Johnson Gonzalez Johnson Gonzalez
Amanda Lee Amanda Lee
Jolly Ponting Jolly Ponting
James Harden James Harden

Concatenate the full name based on First Name and Last name
ast name
 New Employee List
Name LEN Function SEARCH Function (Searching Comma) First Name

Lebron, James
Steph, Curry
JR, Smith
James, Lee
James, Menard
Johnson, Hal
Johnson, Gonzalez
Amanda, Lee
Jolly, Ponting
James, Harden
Question
Calculate LEN Function, Search Function, Last Name, and First Name for Column B, C, D,
Definition
Len: Counts total number of characters of a word (including comma, space)
Search: Counts everything up toReturns
comma,specific
including comma (or
characters up to a count
(it doesn’t certainbut
alphabet)
gives those characters) from a tex
Left:
Example; separating Lebron, James into two columns called last name and first name.
Mid: Same as LEFT function (it doesn’t count but gives those characters). However, LEFT always select the fi
Right: entry
Samesand goesfunction.
as LEFT from rightBut
to left. MID
starts allows you
returning to start
specific selectingstarting
characters characters
fromatRIGHT
specific
handpoint in a text ent
side.
st
Last Name Last Name (Alternative Way)

rst Name for Column B, C, D, and E respectively - based on Column A.

rtainbut
unt alphabet)
gives those characters) from a text entry beginning from left to right.

name and first name.

ers). However, LEFT always select the first character of a text
gstarting
characters
fromatRIGHT
specific
handpoint in a text entry such a middle or
side.
 For Question 1 and Question 2, please see Q4(Part1).

Question 3 (see below):

Use Dropdown menu to display the "Order Number" from LPF worksheet.
Now based on the Order number, VLOOKUP Customer Type and State (whose information is in LPF). Complete the ones in yell

Order Number
Customer Type
State

Formula's Explanation
vlookup(lookup_value, table_array, col_index_num, [range_lookup])
*Four arguments:
# lookup_value: This is the cell number from the table where you are writing Vlookup. This cell number is of unique variable th
# table_array: Table range of second/other table starting from unique/common value we decided above. This is range - not a c
# col_index_num: Column number of value you want to copy (from the other table). Start counting from where you started ta
# [range_lookup]: False/True
Question 2, please see Q4(Part1).

PF worksheet.
and State (whose information is in LPF). Complete the ones in yellow color

Drop Down Menu

e you are writing Vlookup. This cell number is of unique variable that is common between this table and the other table (that acts to bridg
om unique/common value we decided above. This is range - not a cell number
py (from the other table). Start counting from where you started table array in second step (above)
table (that acts to bridge these two tables)