New Perspectives Excel 365/2021 | Module 12: SAM Critical Thinking Project 1c #PentaInsurance

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Introduction
Overview of Penta Insurance project and what we’ll automate in Excel.

– Step 1: Unprotect the Worksheet
Go to the Tutor Summary worksheet → Unprotect sheet so it can be edited.

– Step 2a: Insert WordArt
Insert WordArt using Fill: Dark Red, Accent 1; Shadow style.

– Step 2b: Add Title Text
Type Penta Tutoring Program as the worksheet title.

– Step 2c: Match WordArt Color
Change WordArt text fill color to match the Keller Elementary heading.

– Step 2d: Move and Resize WordArt
Move WordArt to Row 1 so it spans Columns A:G.

– Step 3: Delete Old Macro Button
Remove the old Insert Title button from the worksheet.

– Step 4a: Start Recording Print_Setup Macro
Record a macro named Print_Setup (stored in this workbook).

– Step 4b: Open Print Options
Click File → Print to adjust settings.

– Step 4c: Change Print Setup

Set Orientation: Landscape

Set Scaling: Fit Sheet on One Page

– Step 4d: Return & Stop Recording
Go back to Tutor Summary worksheet, then stop macro recording.

– Step 5: Assign Macro to Shape
Right-click Print Setup button (Rounded Rectangle) → Assign Macro → Choose Print_Setup.

6. Data Validation – Tutor Records sheet

6a. Add validation rule → Start Date column → Between 3/22/21 – 5/14/21

6b. Input message → Title: Tutoring Start Date | Msg: Enter the date to start tutoring

6c. Error alert → Style: Stop | Title: Invalid Date | Msg: Enter a date between March 22 and May 14

7. Fix Invalid Dates

7a. Circle invalid start dates

7b. Correct: 1st invalid → 3/24/21 | 2nd invalid → 3/26/21

8. Macros – Tutor Registration sheet
Click Add Tutor → Verify new record in Tutor Records sheet

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