Zimmer
CSCI 104
Excel Exercise 3 – Advanced Functions
Build a worksheet in Excel on your own according to the directions below. Make sure to include
the Style Guide requirements.
Save the document as petshop.xlsx
Upload & submit it to D2L dropbox: “Excel: Adv Functions”.
1. This week we will analyze data related to a fictional veterinarian that specializes in birds.
1. Download the following file:
http://zimmer.cs.edinboro.edu/csci104/petshopstart.xlsx
 Save it to your excel folder as petshop.xlsx
2. All data is fictional
 Human names were generated using this site.
 Bird names were generated here
 All other data was generated using =rand( ) and =randbetween( )
3. The workbook contains two worksheets: Accounts and Assumptions.
4. Accounts contains records for 60 visits to the vet.
 Column A is the Pet Name.
 Column B and C are the Owner Name.
 If the owner has Pet Insurance, column D contains "Yes", otherwise it
contains a "No”.
 Column E contains the Pet Size.
 Column F contains a Problem Code which describes the reason for the
visit.
 Column G contains the Finance Period for which the owner wishes to
finance the cost of the appointment.
5. Assumptions contains information related to company fees.
 The Size Surcharge is a table that states the upcharge for small and large
birds.
 The Insurance Coverage is the amount of the bill covered by insurance, if
the owner has pet insurance.
 The Problem Table describes the reason for the visit and the cost for the
initial consultation.
 The Payment Plan table describes terms for installment loans to cover the
price of the visit.
 Interest rates are annual percentage rates.
 The customer must make the listed down payment.
 The bill must exceed the eligible amount for the loan to be offered.
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CSCI 104
2. Begin by computing the Problem Description (column H) and the Base Charge
(column I) on the Accounting worksheet.
1. These is based upon the Problem Code (Column F). Lookup the problem code in
the Problem Table found on the Assumptions worksheet. The absolute
formatting is a little tricky. You will know it is correct when you are able to enter
the function into cells H3 and I3 and copy it down the columns successfully.
3. In column J of the Accounts worksheet compute the Percent Upcharge by looking up
the Pet Size (column E) in the Size Surcharge table on the Assumptions worksheet.
4. In column K of the Accounts worksheet compute the Final Charge (Base Charge +
Base Charge * Percent Upcharge).
5. In column L of the Accounts worksheet compute the Insurance Payment, if the
customer has insurance, this is the Final Charge times the Insurance Coverage amount
on Assumptions worksheet, otherwise it is 0.
6. In column M of the Accounts worksheet calculate the Cost of Visit. This is the Final
Charge minus the Insurance Coverage.
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CSCI 104
7. In Column N of the Accounts worksheet lookup the Interest Rate based on the Finance
Period (column G) and the Payment Plan table (Assumptions worksheet).
8. In Column O of the Accounts worksheet lookup the Percent Down based on the Finance
Period (column G) and the Payment Plan table (Assumptions worksheet).
9. In Column P of the Accounts worksheet compute the Down Payment by multiplying the
Cost of Visit (column M) and the Percent Down (column O).
10. In column Q of the Accounts worksheet compute the Loan Amount by subtracting the
Down Payment (column P) from Cost of Visit (column M)
11. In column R of the Accounts worksheet lookup the Eligible Amount, based on the
Finance Period (column G) and the Payment Plan table (Assumptions worksheet).
12. In column S of the Accounts worksheet a visit qualifies for the payment plan (Qualify
for Payments) if the Loan Amount (column Q) is equal to or larger than the Eligible
Amount (column R). If it is less than it does not qualify.
13. In column T of the Accounts worksheet compute the Monthly Payment, based on the
Interest Rate (this is an annual rate) (column N), Finance Period (column G), and the
Loan Amount (column Q).
14. In column U of the Accounts worksheet compute the Payment Due. If the customer
qualifies for payments, this is the Monthly Payment (column T), otherwise it is the Cost
of Visit (column M).
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CSCI 104
15. Insert a new worksheet called Summary and use that sheet for the remainder of the
exercise.
16. Count the number of customers, small, medium and large birds.
17. Count the number of customers that qualify for a loan.
18. Calculate the sum of all payments that are loan payments (did receive a loan).
19. Calculate the sum of all amounts paid in full (did not receive a loan).
20. Calculate the average of all payments that are loan payments (did receive a loan).
21. Calculate the average of all amounts paid in full (did not receive a loan).
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CSCI 104
22. Make sure all data is well formatted and visible. Show the formulas in the Summary
worksheet and the Accounts worksheet. Resize the columns so all formulas are visible in
both worksheets. Select the Accounts worksheet to be in front and save the workbook
with the cell-formulas in view.
23. When you are finished submit this excel workbook to the drop box “Excel: Adv
Functions”.
24. All students in the face-to-face class should print both the Summary and the Accounts
worksheet “as displayed” (2 printouts). Please use landscape orientation, resize columns
before printing, scaling should be set to “fit-to-one-page”. If you are an online student
and can drop off the same print out to my mailbox in ROSS 109 – that would be
appreciated!
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