Penn Foster 584112 – Integrating Word, Excel, and Access 2016 – Solution includes Letters generated through mail merge option – Clients.accdb, Estimates.docx, Letterhead.docx, Merged Estimates.docx – Perfect solution – Instant Delivery

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Problem Statement

Advanced PC Applications : Integrating Word, Excel, and Access Graded Project

Lesson 6 Overview

This project involves using

mail merge to send the same

company information to

multiple prospective clients.

You’ll assume the role of

estimator at an engineering

company. For this project,

you’ll complete a one-table

database with client information, a letter that integrates an Excel

spreadsheet and Access merge fields, and final merge documents that

display the actual field values.

6.1 Construct a mail merge to send the same company information to multiple perspective clients Graded Project: Integrating Word, Excel, and Access

READING ASSIGNMENT

Your project must be submitted as a Word document (.docx, .doc)*. Your project will be individually graded by your instructor and therefore will take up to a few

Advanced PC Applications (v2) : Lesson 6 : Page 1© 2020 Penn Foster Inc.

weeks to grade. Be sure that each of your files contains the following information:

Your name Your student ID number The lesson number (584084) Your email address

Note: If you have more than 10 attachments, you’ll need to collect all of your files into a compressed folder. To do this, follow these instructions based on your operating system:

Windows: Select the files you want to compress, right-click and select Send to and then Compressed (zipped) folder. Mac: Select the files you want to compress, control-click and select Compress.

To submit your graded project, follow these steps:

Go to http://www.pennfoster.edu (www.pennfoster.edu) Log in to your student portal. Click on Take Exam next to the lesson you’re working on. Follow the instructions provided to complete your exam.

Be sure to keep a backup copy of any files you submit to the school!

Instructions

Create the Clients Database

1. Start Access and create a new Blank database named “Clients.”

2. Name the new table “Clients,” and then display it in Design view.

3. Edit the ID field to be Client ID. Verify that it’s data type

AutoNumber and that it has been selected as the primary key.

4. In Design view, add the remaining fields and corresponding data

Advanced PC Applications (v2) : Lesson 6 : Page 2© 2020 Penn Foster Inc.

http://www.pennfoster.edu
types:

Field Name Data Type

Company Name Short Text

First Name Short Text

Last Name Short Text

Job Title Short Text

Address Short Text

City Short Text

State Short Text

Zip Short Text

5. Save and close the Clients table.

6. Create a Clients form that includes the following information:

Client ID

Company Name

First Name

Last Name

Job Title

Address

City

State

Zip

7. The form should look similar to the figure below.

Advanced PC Applications (v2) : Lesson 6 : Page 3© 2020 Penn Foster Inc.

[ An image of the Clients form ]

8. Use the Clients form to populate the Clients table with the records

listed below.

Client Records

Client ID 1

Company Name Martinez Development Company

First Name Chris

Last Name Martinez

Advanced PC Applications (v2) : Lesson 6 : Page 4© 2020 Penn Foster Inc.

Job Title President

Address 160 Egret Way

City Any Town

State FL

Zip 33441

Client ID 2

Company Name General Construction

First Name Tom

Last Name Lewis

Job Title Manager

Address 1336 Ocean Parkway

City Any Town

State FL

Zip 33442

Client ID 3

Company Name Ace Contractors

First Name Terrell

Last Name Jackson

Job Title Operator

Address 14998 Atlantic Ave.

City Any Town

Advanced PC Applications (v2) : Lesson 6 : Page 5© 2020 Penn Foster Inc.

State FL

Zip 33434

Client ID 4

Company Name Major Paving Company

First Name Avery

Last Name Collins

Job Title President

Address 2201 Congress Road

City Any Town

State FL

Zip 33441

Client ID 5

Company Name Best Builders

First Name Pat

Last Name Rivera

Job Title Owner

Address 1 Builder Way

City Any Town

State FL

Zip 33443

Advanced PC Applications (v2) : Lesson 6 : Page 6© 2020 Penn Foster Inc.

9. Close the Clients database.

Create a Letterhead

1. Start Word and create a new blank document.

2. Type “ABC Engineering Company” and then press Enter.

3. Type “1552 Carbondale Road” and then insert a bullet character.

4. Type “Any Town, FL 33334” and then press Enter.

5. Format the first line of the letterhead as Verdana 16-point bold and

center the paragraph.

6. Format the second line of the letterhead as Verdana 12-point italic

and center the paragraph.

7. Format the last, blank paragraph as Times New Roman 12-point

with No Spacing paragraph style. Your letterhead should look

similar to the figure.

[An image of the text entered so far]

8. Save the document, naming it “Letterhead.”

Create the Estimates Letter

Advanced PC Applications (v2) : Lesson 6 : Page 7© 2020 Penn Foster Inc.

1. With the insertion point in the blank paragraph below the

letterhead, type the text shown below, inserting merge fields where

required to fill in the client information.

September 7, 20xx¶

<> <

<

<

<>, <> <

Dear <> <>,¶

As <> of <>, you may be interested in

the services ABC Engineering can provide for your next project. Our site

work is top quality, and our prices are competitive. To give you a better

Advanced PC Applications (v2) : Lesson 6 : Page 8© 2020 Penn Foster Inc.

idea, the worksheet below estimates your costs for three scenarios:¶

Please feel free to contact me directly with any questions regarding

these estimates. I look forward to hearing from you in the near future.¶

Regards,¶

Casey Graham

2. Your letter should look like the figure below.

Advanced PC Applications (v2) : Lesson 6 : Page 9© 2020 Penn Foster Inc.

[An image of the typed letter.]

3. On the File tab, click Save As and then save the document with the

name “Estimates.”

Embed an Excel Worksheet Object

1. Place the insertion point in the second blank paragraph after “. . .

costs for three scenarios:” and insert an Excel worksheet object to

embed a new spreadsheet.

Advanced PC Applications (v2) : Lesson 6 : Page 10© 2020 Penn Foster Inc.

2. Enter the following data. Center and bold column labels and format

Site data to display commas with 0 decimal places.

Site (sq. ft.) Equipment Labor 25% O&P Total Cost

Scenario 1 5,000

Scenario 2 10,000

Scenario 3 12,500

3. The worksheet should appear as in the figure below.

[An image of the worksheet.]

4. Format cells C2 through F4 as Currency with 0 decimal places.

5. Enter formulas in column C to calculate Equipment costs as 15

times the site size.

6. Enter formulas in column D to calculate the Labor costs as 10 times

the site size.

7. Enter formulas in column E to calculate the Overhead and Profit

(O&P) as 0.25 times the sum of equipment and labor costs.

8. Use a function in a formula to calculate the total costs in column F

for each scenario.

Advanced PC Applications (v2) : Lesson 6 : Page 11© 2020 Penn Foster Inc.

9. Size the worksheet object so only the cells with data are displayed,

as shown in the figure.

10. Save the document.

[An image of the worksheet with formula results displayed.]

Merge Field Data

1. Use the appropriate command to merge the field data and create a

document containing the individual letters.

2. Save the merged document, naming it “Merged Estimates.” Your

first letter should look similar to the figure below.

Advanced PC Applications (v2) : Lesson 6 : Page 12© 2020 Penn Foster Inc.

[An image of the first letter with mail merge fields displaying merged data.]

Scoring Guidelines

Rubric

Skill/Grading Criteria

Exemplary (4)

Proficient (3)

Fair (2)

Poor (1)

Not Evident (0)

Advanced PC Applications (v2) : Lesson 6 : Page 13© 2020 Penn Foster Inc.

Create a database

Correct field names and field types have been used to create a table and form.

Mostly correct field names and field types have been used to create a table and form.

Some correct field names and field types have been used to create a table and form.

An attempt has been made to create a table and form.

No attempt has been made to create a database with a table and form.

Create a letterhead

Letterhead text has been formatted as specified and includes a special character.

Letterhead text has most specified formats applied and includes a special character.

Some letterhead formats have been applied with or without a special character.

Text has been entered without any formats or special character.

No attempt has been made to create the letterhead.

Type document

text

The specified letter has been typed correctly with correct spacing.

The specified letter has been typed with few mistakes.

The specified letter has been typed with many mistakes.

The specified letter has been typed with numerous mistakes and incorrect spacing.

No attempt to type the letter has been made.

Insert merge cells

The letter contains all the correct merge fields in the correct positions.

The letter contains most of the correct merge fields in the correct positions.

The letter contains few merge fields.

The letter contains text in place of the merge fields.

No attempt has been made to place merge fields or data at the designated positions.

Create an embedded

spreadsheet object

A new spreadsheet object with correct formatting and formulas has been embedded in the letter.

A new spreadsheet object with mostly correct formatting and formulas has been embedded in the letter.

A new spreadsheet object with incorrect or no data has been embedded in the letter.

A spreadsheet with correct formatting and formulas has been created and then linked to the letter.

No attempt to create a new spreadsheet object has been made.

Advanced PC Applications (v2) : Lesson 6 : Page 14© 2020 Penn Foster Inc.

Merge field data

Database merge fields have been merged to create a document with individual letters.

Database merge fields are being previewed in the letter.

N/A N/A

No attempt has been made to merge fields and create a document containing individual letters.

Submission Checklist

Before submitting your project, make sure you’ve correctly completed

the following:

Create a database with a table and a corresponding form.

Populate a database table by using a form.

Type and format text in a Word document.

Apply Word styles.

Use the Save As command on the File tab.

Perform the mail merge process by selecting an existing database

as the data source.

Insert merge fields in a Word letter.

Insert a new Excel worksheet object in a Word document.

Enter and format worksheet cell data.

Create formulas to calculate values in a worksheet.

Create formulas that use functions to calculate values in a

worksheet.

Size a worksheet object to display specified cells only.

Merge field data with actual data to create individual letters.

Advanced PC Applications (v2) : Lesson 6 : Page 15© 2020 Penn Foster Inc.

58411200

Relevant Material
Screenshots
Merge Estimates: First Letter
Merge Estimates: First Letter
Estimates_Doc
Estimates_Doc
ClientDB: ClientTable
ClientDB: ClientTable
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