You own your own small party supply and rental business. You maintain an Excel list of potential customers and clients who have rented or purchased from you in the past two years. The list includes both physical mailing addresses and e-mail addresses for each person listed. You have a “category“ code to show whether the contact is a client. If they have done business with you, they show a code of “CUST” for customer. If they are potential customers who have not yet purchased or rented from you, they are coded as “PROS” for prospect. You want to grow your business, and feel the best way to do this is to solicit business from customers who show a physical address in the same zip code as your business location. Respond fully to the following questions regarding this task: A - (TCO 4) Explain how you will use Excel to find in your list the people you are targeting for new business. Be specific. B - (TCO 8) You want to send a letter to each person on your list from Part A of this question. You have a nice form letter that you have used in the past. Explain how you might personalize the letter by adding your customer names. C - (TCO 7) If you get the results you expect to get from contacting your prospects, you want to be able to do this every month. Explain how you might use Excel to automate the process of separating your list as you did in Part A. D - (TCO 6) You want to gauge the impact of mailing to only your customers, to only your prospects, or to everyone on your list. You have the numbers for each group, the estimated cost per letter, and the expected increase in income for each letter mailed. What Excel tools might you use to see the anticipated outcome for each of the three situations? Your company is planning a party for employees, and you have been asked to set up a spreadsheet to track the attendees and to calculate the associated cost. Each employee is allowed to bring one guest to the party. There are 50 employees in your company. The spreadsheet needs to be set up when the invitations are distributed so that you can begin recording the reservations as soon as they come in. The cost of the party varies depending on the total number of attendees. The cost is $50 per person for 1 though 50 attendees. Cost drops to $45 per person if more than 50 attend. When the employees respond, you want to add their names to the list, indicate whether they will attend, and indicate whether they will bring a guest. Respond fully to the following questions regarding this task: A - (TCO 1) Explain how you will structure your worksheet, including the titles, column headings, the formulas to calculate the cost for each employee (which may include the cost for a guest, and to calculate the total cost for the party). The company wants to record the names of the guests so that name tags can be made. B - TCO 2) The facility where the party is to be held will provide one free parking pass to each employee. They will provide each attendee (employee or guest) a complimentary beverage if the total number of attendees exceeds 75. Describe how you will set up your worksheet to automatically provide the numbers for parking passes and for drinks as the responses are entered. C - (TCO 4) You want the employees who are not going to attend to show on the list with a blue background. Explain the method you would use to have this automatically occur when you indicate the employee’s response. D - (TCO 4) The party is by invitation only, and the hotel is going to provide a doorperson to check those who reserved a spot as they come through the entrance. You need to generate the list of attendees from your worksheet. Explain how you will do this Fact Pattern: Question 4: You’ve just joined the staff of the XYZ Manufacturing Company (XYZ, for short). XYZ manufactures only one product—the gizmo. It comes in two sizes, the mini-gizmo and the magna-gizmo. Both are difficult to manufacture, and consequently, the company closely monitors rejected units. The company has three locations, each of which produces both the mini and the magna-gizmos. You are automating the weekly production reports so that you can easily calculate total production for the entire company each week. The mini-gizmo is priced at $3.25 per unit. The magna-gizmo is priced at $7.00 per unit. The unit cost for a reject mini-gizmo is $1.75. The cost for a reject magna-gizmo is $3.50. Respond fully to the following questions regarding this task: A - (TCO 1) You have decided to develop a worksheet for each manufacturing facility manager to submit each week. It should show total production and revenue, and total scrap and cost for each product for the week. If the number of reject units for a product exceeds 10 percent of the production of that unit, the number of rejects should show in red font. Explain how you will set this up so that the managers enter only the number of units for each product’s production and rejects. B - (TCO 5) The managers will e-mail their weekly reports to you on Monday of the following week. You will then produce the summary report. Explain the process for doing this. Give a sample formula to total the number of mini-gizmos produced by the entire company in a week. C - (TCO 5) Each week, you will present the combined report to your boss, who wants to see both the summary and the individual sheets for each location. You want to add a header with the date and your name to each page. What is the easiest way to do this? Explain the process. D - (TCO 3) Describe the graph that you would create to accompany the report in Part C. Include formatting considerations to make important facts stand out Congratulations on your new position as loan officer at the Commercial Bank and Trust Company. You are dedicated to building long-term relationships with your clients, and you want to be able to answer their questions quickly if they call after obtaining a loan. The bank’s system is a little slow, so you have started your own list of information frequently needed by your client. You are aware that it is extremely important that the customer’s information be protected. You process short-term personal loans for the bank's existing customers. Based on the customer’s history with the bank, he or she may have access to borrowing money at lower interest rates. Customers are rated as having a status of Excellent, Good, Fair, or Poor. These loans are limited to a term of one year or less. A - (TCO 2) You have set up an Excel worksheet to determine the loan payment. It is set up so that you enter the customer’s status, and it finds and returns the correct interest rate. Then, you enter the interest rate and other required information to get the actual payment. Describe the Excel tools used for these tasks, and the information required to obtain the payment. B - (TCO 10) You know that your list of information on the loans will quickly become very long and that much of the data on the customers will be repeated for multiple loans. Customers will often pay off one loan, and quickly request another. You want to be able to pull up an individual record by customer name, and see the final payment date for the current loan. A friend has suggested that you build your list in Access. What would be the benefit of doing this, particularly in the banking environment? Would this meet your needs? C - (TCO 10) You want to use the Access form wizard to create an input form for your list. Describe the process of creating the form, and the special tools you might use to make it easier to use and less prone to errors. D - (TCO 10) You have decided that you would like to be able to pull a list of all loans past and present for any particular customer. Explain how you would obtain such a list, and then print the information. Be specific!