STEP BY STEP GUIDE FOR INVENTORY SHEET #2 & #3 Excel 2007 and later

 

1.      Heading: “FINANCE PLAN FOR “ <your name>“

o   First open your inventory workbook.

o   Then, click on the tab sheet2 to get to the second sheet.

o   Then choose the page layout tab, print titles command to reach the page setup dialog. Then click on the header/footer tab and then click on the custom header button

o   The header should be empty. If it has a heading already, you are probably not in sheet 2, so go back and click the sheet 2 tab first.

o   Type Purchase Plan for “<your name>“ (not Pepper) like below:

o   Click OK

 

 

2.      Footer: Date, filename and page number.

 

3.      Sheet label: Finance Plan

 

4.      On the first line, show “ Amount I need to finance” and in the cell next to it, show any amount formatted as currency.  (Do not use 750.)

 

5.      Wrap the “Amount I needed to Finance” cell so it appears on 2 lines.

 

6.      On the second line, show “Date Needed” and in the cell next to it, show the date January 2, of this year. Format the date so it shows as “the month abbreviated-the year” (ex: Jan-07)

 

 

 

7.      Merge C3 to F3 and write “Rates” and bold and center it.

 

 

8.      Merge A5 to A8 and write “Years” and bold and center that.  Turn “Years” so it prints vertically.

 

 

 

9.      In C4-F4, enter the rates 1%, 5%, 10% and 15% and in B5-B8, enter the years 1, 3, 4 and 5.

 

 

10.  Calculate the payment amount for the loan needed for each interest rate/ year combination. (Loans are compounded annually.) This should be done be creating the formula once, and copying it to all the other cells in the grid. The payment should be formatted as currency. Do not enter the formula more than once.

 

 

 

11.  Adjust the formula so it can be copied to the other cells in the table.

 

12.  Bold all labels.

13.  Center everything in columns B through F.

14.  Put gridlines around the years and rates and all the payments. Below the year and rate labels, place a double line.

 

 

 

 

15.  Set it to print landscape so that it prints on the page the long way

·         Choose the Page layout tab, orientation command and then click on the landscape box.

 

16.  Start on Sheet 3 by clicking on the Sheet 3 tab, or home tab, insert command,  insert worksheet option.

 

17.  Heading: “VALUE CHART FOR “ <your name>“

o   First open your inventory workbook.

o   Then, click on the tab sheet3 to get to the second sheet.

o   Then choose the Page layout tab, print titles command to reach the Page Setup dialog and click on the header/footer tab and then click on the custom header button

o   The header should be empty. If it has a heading already, you are probably not in sheet 3 so go back and click the sheet 3 tab first.

o   Type Value Chart for “<your name>“ like below:

o   Click OK

18.  Footer: Date, filename and page number.

19.  Sheet label: Charts

 

20.  Using the chart wizard on the finance chart, create a chart of the possible payments:

 

21.  Using the chart wizard on sheet 1, create a column chart with the following:

 

 

Steps to create the chart: