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Project Description:
Meda Rodate, manager of the Turquoise Oasis Spa, wants to improve the layout of the existing spa invoice and automate the invoice process as much as possible to ensure data accuracy and consistency. The invoice currently has formulas in the Charge/Hour and Amount columns, but they often get deleted by mistake. The Therapist name is often misspelled, the room number is often wrong, and Meda thinks the subtotal amount may not be calculating correctly. Another problem arises when the description of the service is not entered correctly, and then the charge/hour cannot be found in the lookup table.

 

To improve the Turquoise Oasis Spa Invoice, the following solutions can be implemented in Excel:

1. Automate Charge/Hour and Amount Calculation

• Use Data Validation to prevent users from manually changing formulas.
• Lock and protect formula cells so they cannot be accidentally deleted.
• Use structured references for more robust formula application.

2. Standardize Therapist Name Entry

• Implement a drop-down list (Data Validation) with predefined therapist names to avoid spelling errors.

3. Ensure Accurate Room Number Entry

• Use drop-down lists for valid room numbers.
• Apply conditional formatting to highlight incorrect entries.

4. Correct Subtotal Calculation

• Use the SUM function instead of manually entered values.
• Double-check formula references to avoid miscalculations.

5. Fix Service Description Entry & Charge Lookup

• Use Data Validation with a drop-down list for service descriptions.
• Apply VLOOKUP, XLOOKUP, or INDEX-MATCH to automatically pull the correct Charge/Hour based on the service description.

Would you like a sample Excel template with these automated features? 🚀

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