1. The main task in this project is to analyze the sales data of portable speakers from different countries and consolidate the information in an Excel workbook.
2. The specific steps include grouping the sales worksheets for the United States, Canada, and Mexico, calculating the total sales for each type of portable speaker, and creating defined names for specific sales amounts.
1. In this project, Benicio Cortez, a financial consultant with NewSight Consulting, is analyzing the sales performance of different portable speaker models for DIG Technology. The first step involves working with sales worksheets from the United States, Canada, and Mexico. The worksheets have a similar structure, and the goal is to complete them by grouping the worksheets, calculating the total sales for each type of portable speaker, and ensuring the changes are reflected accurately across all three worksheets.
2. After completing the individual country worksheets, the next step is to move to the All Locations worksheet, where the quarterly and annual totals from all three locations need to be summarized. This involves consolidating the sales data using formulas that reference the individual worksheets and totaling the sales for each quarter and product type.
3. Lastly, defined names are created to make it easier to identify the total sales for each product. A defined name is created for the Waterproof sales amounts, and formulas using the SUM function are entered in specific cells to display the total sales for each product type.
By following these steps, the sales data from different countries can be analyzed and consolidated, providing valuable insights for DIG Technology's speaker models and sales projections.