Lesson 7 Overview
This project uses the skills you’ve acquired for Word, Excel, PowerPoint, and Access to prepare for a promotional event to introduce a new line of fishing hooks to local retailers. You’ll assume the role of company president for a small fishing tackle company that’s just getting started. For this project, you must complete the following steps:
- Create a database of retailers for prospective shops that might carry your hooks.
- Create a spreadsheet with statistics and a chart.
- Complete a mail merge letter inviting sales reps to a fishing lodge to try out your product.
- Produce a presentation to give at the fishing lodge.
Lesson Objectives
- Prepare for a promotional event to introduce a new product to local retailers
Prepare for a Promotional Event to Introduce a New Product to Local Retailers
Graded Project: Advanced PC Applications
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 weeks to grade.
Be sure that each of your files contains the following information:
- Your name
- Your student ID number
- The lesson number (584085)
- 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.
- 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!

Retailers Database
Follow the steps below to create the Retailers database.
Click to download the files you’ll need to complete this graded project.
- Start Access and create a new blank database named “Retailers.”
- Name the new table “Retailers” and then display it in Design view.
- Edit the ID field to be “Retailer ID” and verify that it’s data type AutoNumber and that it has been selected as the primary key.
- In Design view, add the remaining fields and corresponding data types:
|
Field Name |
Data Type |
|
Store Name |
Short Text |
|
Address |
Short Text |
|
City |
Short Text |
|
State |
Short Text |
|
Zip |
Short Text |
5. Save and then close the Retailers table.
6. Create a new table named “Sales Reps” and display it in Design view.
7. Edit the ID field to be “Sales Rep ID” and verify that it’s data type AutoNumber and that it has been selected as the primary key.
8. Add a field named “Retailer ID” and then select the Lookup Wizard as the Data Type.
a. Use the Wizard to select Retailers as the table for the Lookup field.
b. Click Retailer ID as the field with the values to choose from.
c. Sort the values in Ascending order.
d. Click Finish.
9. In Design view, add the remaining Sales Reps fields and corresponding data types:
|
Field Name |
Data Type |
|
First Name |
Short Text |
|
Last Name |
Short Text |
|
Job Title |
Short Text |
10. Save and close the Sales Reps table.
11. Create a Retailers form that includes the following information:
- Retailer ID
- Store Name
- Address
- City
- State
- Zip
12. The form should look similar to the figure below.
13. Create a Sales Reps form that includes the following information:
- Sales Rep ID
- Retailer ID
- First Name
- Last Name
- Job Title
14. The form should look similar to the figure below.
15. Use the Retailers form to populate the Retailers table with the records listed below.
|
Retailers Records |
|
|
Retailer ID |
1 |
|
Store Name |
Fishing World |
|
Address |
160 Trout Circle |
|
City |
Any Town |
|
State |
PA |
|
Zip |
16754 |
|
|
|
|
Retailer ID |
2 |
|
Store Name |
Everything Bait Shop |
|
Address |
1336 Ocean Parkway |
|
City |
Any Town |
|
State |
PA |
|
Zip |
16755 |
|
|
|
|
Retailer ID |
3 |
|
Store Name |
Major Sporting Goods |
|
Address |
14998 Atlantic Ave. |
|
City |
Any Town |
|
State |
PA |
|
Zip |
16759 |
16. Use the Sales Reps form to populate the Sales Reps table with the records listed below. Note that the Retailer ID is a lookup field and you’ll be able to select the value from a list.
|
Sales Reps Records |
|
|
|
|
|
Sales Rep ID |
1 |
|
Retailer ID |
2 |
|
First Name |
Marty |
|
Last Name |
Hu |
|
Job Title |
Owner |
|
|
|
|
Sales Rep ID |
2 |
|
Retailer ID |
1 |
|
First Name |
Chris |
|
Last Name |
Tryniski |
|
Job Title |
Fishing Dept. Rep |
|
|
|
|
Sales Rep ID |
3 |
|
Retailer ID |
1 |
|
First Name |
Karm |
|
Last Name |
Howard |
|
Job Title |
Outdoor Goods Manager |
|
|
|
|
Sales Rep ID |
4 |
|
Retailer ID |
3 |
|
First Name |
Liz |
|
Last Name |
Bennett |
|
Job Title |
Tackle Sales Rep |
|
|
|
|
Sales Rep ID |
5 |
|
Retailer ID |
3 |
|
First Name |
Turner |
|
Last Name |
Ward |
|
Job Title |
Store Manager |
17. Format Table Datasheet view for the Retailers and Sales Reps table, adjusting column widths as appropriate.
18. Create a query in Design view that displays complete contact information in alphabetical order by store name. The tables should already display a relationship because of the Lookup field. If not, join the tables appropriately to run the query correctly.
19. Run the query and save it as “Contacts.”
20. Close the query and any open tables and forms.
21. Close the Retailers database.
Hook Results Spreadsheet
Follow the steps below to create the Hook Results spreadsheet.
- Start Excel and create a new blank workbook.
- Enter the following data:
a. Table Trout Hooks
b. Fish Caught
c. Tournament Table Leading Brand #1 Leading Brand #2 Leading Brand #3 % Caught with Table
d. Local Trout Tournament 185 126 90 130
e. Tri-State Annual Derby 568 445 229 330
- Format the workbook as follows (shown in the figure below):
a. Merge and center the titles. “Table Trout Hooks” is the overall title, and “Fish Caught” is the heading for the Table and Leading Brand columns.
b. Format cell titles and labels as bold.
c. Display borders around all the cells with data.
d. Change the spreadsheet orientation to landscape to allow the wide columns to be printed on one sheet of paper.
4. In column F, enter formulas that use a function to calculate % Caught with Table (fish caught with Table hook divided by the total number of fish caught).
5. Format the % Caught with Table values as a percent with one decimal place.
6. Insert a Column Chart of type 2-D Clustered Column that charts data in cells A4 through E6.
7. Change the title to “Fish Caught by Hook Brand.”
8. Change the Chart Style to Style 11, so that your chart looks similar to the figure.
9. Be sure the chart is sized appropriately and positioned under the data.
10. Save the workbook, naming it “Hook Results.”
Invitation Letter
Follow the steps below to create the Invitation Letter.
- Start Word and create a new single-spaced (blank) document.
- Type “Table Trout Hooks” and then press Enter.
- Insert an online image of a trout (use “trout” as the search text) and then press Enter.
- Optional: You can remove the background color of your image, if needed, by following these steps:
a. Select the image.
b. On the Picture Tools Format tab, click Color > Set Transparent Color.
c. Click on the background color of the selected object.
- Size the image appropriately and then center align the paragraph containing the image.
- Format the Table Trout Hooks text as Georgia 22-point. Your letter should look similar to the figure.
7. Start the mail merge process.
8. When you select recipients, use an existing list, select the Retailers.accdb database you created earlier, and then select the Contacts query.
9. Type the text shown below, inserting merge fields and leaving a blank paragraph where indicated. You’ll need to Match Fields when you insert the AddressBlock field code so that you can match the Company to the Store Name field.
March 30, 20xx
¶
<<AddressBlock>>
¶
Are you as excited as I am about the opening day of Trout Season? In preparation for the Big Day, I invite you to join me at the Local Fishing Lodge for a morning of fishing followed by a catered lunch on April 8, 20xx at 7:30 am. You will get to experience firsthand the difference a Table trout hook makes.
¶
As <<Job_Title>> at <<Store_Name>>, I know you want to make the best fishing tackle available to your customers. Table trout hooks hook more trout. Just look at the results from two recent tournaments:
¶
¶
¶
Please RSVP by emailing me at pres@tabletrouthooks.com and let me know if you would like to bring a guest. Looking forward to personally meeting with you.
¶
Tight lines,
¶
¶
¶
¶
Your name here
President
10. Your letter should look like the figure below.
11. Be sure that you’ve formatted the date and Table trout hooks name as bold and used your name in the closing. If the email address isn’t automatically formatted as a hyperlink, then click Insert > Hyperlink to format it.
12. In the second blank paragraph after “. . . two recent tournaments:” paste a copy of the chart from the Hook Results spreadsheet. Size the chart appropriately, so that it looks similar to the figure.
13. Save the document, naming it “Lodge Lunch.”
14. Use the appropriate command to merge the field data and create a document containing the individual letters.
15. Scroll through the letters and check that the content requires only one page. If the chart is so big that your letter requires two pages, then close the merged document without saving it and resize the chart in the Lodge Lunch document before performing the merge again. Repeat this process until you produce letters that will print on one page each.
16. Save the merged document, naming it “Merged Lodge Letter.”
Event Presentation
Follow the steps below to create the Event Presentation.
- Start PowerPoint and create a new blank presentation.
- Change the Theme of the presentation to Wood Type or another appropriate style if you don’t have Wood Type.
- Verify slide 1 is in Title Slide layout and then enter the following text:
- Title: Table Trout Hooks
- Subtext: Bring home dinner!
4. Your slide should look similar to the figure below.
5. Add a new slide with a Content with Caption layout (slide 2) and then insert the Table Hook.jpg picture, the data file you downloaded for this graded project. Add the following text and size the image so that slide 2 looks similar to the figure.
- Title: The Table Trout Hook
- The patented design of the Table trout hook combines sharpness, ability to penetrate, and strength to offer a top rate product for putting dinner on the table.
6. Add a new slide with a Title and Content layout (slide 3) and add the following text.
- Title: Table Trout Hook Design
- The double feature has been tournament tested with overwhelmingly positive response.
- Pro and weekend fishers alike will see immediate results with the double hook and curved shank.
- The hook is made of carbon steel for strength and a black nickel finish for durability.
7. Format the title and text (as a bullet list) as shown in the figure.
8. Add a new slide with a Title and Content layout (slide 4) and add text as follows:
- Title: Name Recognition
- Hook-a-Permit promotion gave a Table hook to the first 250 in-person Trout permit purchases.
- Local Trout Tournament sponsor with every angler receiving a free Table hook.
- Tri-State Annual Trout Derby sponsor is providing more than 2,000 Table hooks.
9. Add a new slide with a Title and Content layout (slide 5). Use the same text as Slide 1 for the title, but combined. Edit the title and paste the chart from the Hook Results spreadsheet so that the slide looks similar to the figure below.
10. Add a new slide with a Title and Content layout (slide 6) and add content as follows. Refer to the Hook Results spreadsheet to get the figure for the first bullet.
- Title: Conclusion
- 35% of tournament trout have been caught with Table hooks
- Competitive wholesale prices
- Customer support and satisfaction guaranteed
- Free setup of in-store displays
- Place your order today and get a free shipping discount
11. Insert a picture of the same trout (if possible) used in the Lodge Letter. The slide should look similar to the figure.
12. Apply the Wind transition to all the slides.
13. Apply the Wipe animation to each of the bullet items on slides 3, 4, and 6.
14. Save the presentation, naming it “Sales Presentation,” and then play the slide show from the beginning to check your work.
Scoring Guidelines
Rubric
|
SKILL/GRADING CRITERIA |
EXEMPLARY (4) |
PROFICIENT (3) |
FAIR (2) |
POOR (1) |
NOT EVIDENT (0) |
|
Create a database |
Correct field names |
Mostly correct field |
Some correct field |
An attempt has been |
No attempt has been |
|
Populate a database |
All the records have |
Most of the records |
Some records have been |
There are a few |
No attempt has been |
|
Create a database query |
The query criteria |
The query criteria |
The query criteria |
A query has been |
No attempt has been |
|
Create a spreadsheet |
A spreadsheet with |
A spreadsheet with |
A spreadsheet with |
A spreadsheet with |
No attempt to create a |
|
Create a chart |
A column chart of the |
A column chart of the |
A column chart with |
A chart of any type |
No attempt has been |
|
Type document text |
The specified letter |
The specified letter |
The specified letter |
The specified letter |
No attempt to type the |
|
Insert merge fields |
The letter contains |
The letter contains |
The letter doesn’t |
The letter contains |
No attempt has been |
|
Merge field letters |
Database merge fields |
Database merge fields |
N/A |
N/A |
No attempt has been |
|
Create a presentation |
A presentation in the |
A presentation in the |
A presentation in the |
A presentation with |
No attempt has been |
|
Insert an image from the computer |
A data file image has |
A data file image has |
A data file image has |
An image other than |
No attempt to insert |
|
Paste an Excel chart |
The specified Excel |
The specified Excel |
The specified Excel |
The chart has been |
No attempt has been |
|
Insert an online picture |
An appropriate clip |
An appropriate clip |
N/A |
An image unrelated to |
No attempt has been |
|
Apply a Transition |
The Wind transition |
The Wind transition |
The Wind transition |
The wrong transition |
No attempt has been |
|
Apply Animations |
The Wipe animation has |
The Wipe animation has |
A different animation |
A different animation |
No attempt has been |
Submission Checklist
Before submitting your graded project, make sure you’ve done all the required tasks.
- Create a database with multiple tables and a Lookup field table.
- Create forms corresponding to database tables.
- Populate a database table by using forms.
- Create a query based on two related tables.
- Specify a sort in a database select query.
- Create a spreadsheet and apply formatting, including merge and center, to cells.
- Use a function in a formula to calculate a value.
- Create a Column chart of type 2-D Clustered Column.
- Edit a chart title.
- Change a chart style.
- Type and format text in a Word document.
- Insert, size, and position an online clip art image.
- Create a mail merge document using an existing database query as a data source.
- Insert merge fields, including an AddressBlock, in a Word letter.
- Match fields in an AddressBlock merge field.
- Paste an Excel chart in a Word document.
- Merge field data with actual data to create individual letters.
- Create a PowerPoint presentation.
- Apply a theme to a presentation.
- Insert an existing image into a slide and then size and position it.
- Paste an Excel chart into a slide.
- Refer to a spreadsheet for content to add to a slide.
- Insert an online clip art image into a slide and then size and position it.
- Apply a transition.
- Apply animations separately to bullet items on a slide.
Graded Assignment: Advanced PC Applications Graded Project
Listen
Instructions
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 weeks to grade.
Be sure that each of your files contains the following information:
- Your name
- Your student ID number
- The lesson number (584085)
- 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.
Be sure to keep a backup copy of any files you submit to the school!
260301PAQP_584127 7/2/2026 Thank you for your recent project submission. However, it appears there are required key elements of the project that are not correct or missing. Your project will not be graded at this time and an RTN will be posted to your record. (What does RTN mean? When you upload your work an RCD is posted alerting us that you have submitted files. An RCD prevents you from uploading any other files for that particular project until your work has been reviewed. An RTN means that your work was reviewed and the project has been returned rather than graded. RTN is not a penalty of any sort. Most importantly, an RTN allows the system to accept your corrected work.) Please do not be discouraged and think that we are going to post a failing grade for your project. You do need to correct your work and resubmit it as if it were the first attempt. Most students do not necessarily successfully complete the project on the first attempt. It is important that you understand how to correctly use the software and the necessary skills in this project in order to be successful in your future endeavors. If you have any questions, please reach out to us via phone at 1-888-427-1000 or send us an email through the Help & Support section of your Student Portal. An appointment to speak to an instructor can be scheduled at https://pennfoster.libcal.com/appointments/college?g=6758. Here are those areas you need to improve upon: ⮚On the right track! Missing the Retailers database file which must be an Access database. Also, check the first line of the second paragraph in Lodge Lunch for Job Title and Store Name. See the examples below. Please review the project instructions to see which files should be submitted and submit all the files at the same time for grading. Contact our office for assistance. ⮚One of the files required for this project is t
