Grader – Instructions Excel 2016 Project EX16_XL_CH05_GRADER_CAP_AS – Travel Expenses 1.6 Project

Grader – Instructions Excel 2016 Project

EX16_XL_CH05_GRADER_CAP_AS – Travel Expenses 1.6

Project Description:

You are the manager of an information technology (IT) team. Your employees go to training workshops and national conferences to keep up-to-date in the field. You created a list of expenses by category for each employee for the last six months. Now you want to subtotal the data to review total costs by employee and then create a PivotTable to look at the data from different perspectives.

Steps to Perform:

Step

Instructions

Points Possible

1

Start Excel. Open the downloaded Excel file named exploring_e05_grader_a1_Expenses.xlsx. Save the workbook as exploring_e05_grader_a1_Expenses_LastFirst, replacing LastFirst with your own name.

0

2

On the Subtotals worksheet, sort the data by Employee and further sort by Category, both in alphabetical order.

Hint: -Sorting done first on Employee in alphabetical order
-Sorting done on the above result on Category in alphabetical order
-Sorting carried out on the Subtotals worksheet

4

3

Use the Subtotals feature to insert subtotal rows by Employee to calculate the total expense by employee.

Hint: -Subtotal features used correctly
-Subtotal rows inserted
-Correct total expenses by Employee

6

4

Collapse the Donaldson and Hart sections to show only their totals. Leave the other employees’ individual rows displayed.

Hint: -Donaldson section collapse to show only total
-Hart section collapse to show only totals
-Other employees’ individual rows displayed correctly

5

5

Use the Expenses worksheet to create a blank PivotTable on a new worksheet named Summary. Name the PivotTable Categories.

Hint: -Expense worksheet used to create PivotTable
-PivotTable on a new worksheet
-New worksheet name Summary
-PivotTable named Categories

8

6

Use the Category and Expense fields, enabling Excel to determine where the fields go in the PivotTable.

Hint: -Use of only Category and Expenses fields to design PivotTable
-Correct field in Row area, Column area, Report filter area or Value area

5

7

Modify the Values field to determine the average expense by category. Change the custom name to Average Expense.

Hint: -Correct field in Value area of PivotTable
-Value area field modified to determine average expense by category

4

8

Format the Values field with Accounting number type.

Hint: -Values field formatted with Accounting number style

4

9

Type Category in cell A3 and change the Grand Totals layout option to On for Rows Only.

Hint: -Cell A3 with Category as value
-Grand Totals layout option to On for Rows Only

5

10

Apply Pivot Style Dark 2 and display banded rows.

Note, depending upon the version of Office being used, the style name may be Light Blue, Pivot Style Dark 2.
Hint: -Pivot Style Dark 2 applied to PivotTable
-Display banded rows

5

11

Insert a slicer for the Employee field, change the slicer height to 2 inches and apply the Slicer Style Dark 5. Move the slicer below the PivotTable.

Note, depending upon the version of Office being used, the style name may be Light Blue, Slicer Style Dark 5.
Hint: -Slicer for Employee field
-Slicer height changed to 2 inches
-Slicer style dark 5 applied to slicer
-Slicer moved below PivotTable

6

12

Use the Expenses worksheet to create another blank PivotTable on a sheet named Totals. Add the Employee to the Rows and add the Expense field to the Values area. Sort the PivotTable from largest to smallest expense.

Hint: -Expense worksheet used to create PivotTable
-PivotTable on a new worksheet
-New worksheet name Totals
-Employee field added to Rows area
-Expense field added Values area
-PivotTable sorted from largest to smallest expense

10

13

Change the name for the Expenses column to Totals and format the field with Accounting number format.

Hint: -Expenses column name changed to Totals
-Formatted with Accounting number format

6

14

Insert a calculated field to subtract 2659.72 from the Expense field. Format the field with the custom name Above or Below Average and apply Accounting number format to the field.

Hint: -Calculated field to subtract 2659.72 from the Expense field
-Correct formula referencing correct cells and fields
-Result of formula is correct
-Field with the custom name Above or Below Average
-Formatted with Accounting number format

10

15

Set 12.29 (approximate) as the width for column B and column C, change the row height of row 3 to 30, and apply word wrap to cell C3.

Hint: -Width for columns B and C set to approximately 12.29
-Height of row 3 changed to 30
-Word wrap applied to C3

4

16

Create a clustered column PivotChart from the PivotTable. Move the PivotChart to a new sheet named Chart. Hide all field buttons in the PivotChart, if necessary.

Note, Mac users, select the range A3:C8 in the PivotTable. On the Insert tab, click Column, and then click Clustered Column. Right-click, and from the shortcut menu, click Move Chart.

Hint: -Clustered column PivotChart created from PivotTable
-PivotChart on a new sheet
-Named new sheet correctly
-Chart created with correct values
-Fields on chart are all hidden

10

17

Add a chart title above the chart and type Expenses by Employee. Change the chart style to Style 14.

Note, Mac users, continue on to the next Step.
Hint: -Chart title as Expenses by Employee
-Char style to style on a new sheet

0

18

Apply 11 pt font size to the value axis and display vertical axis as Accounting with zero decimal places.

Hint: -Applied 11 pt font size to value axis
-Vertical axis display as Accounting with zero decimal places

4

19

Create a footer on all worksheets with your name in the left section, the sheet name code in the center section, and the file name code in the right section.

Hint:
-Alternatively, MAC users select the Page Setup command.
-Name on left side of footer
-Date code in the Center
-File name on the right side

4

20

Ensure that the worksheets are correctly named and placed in the following order in the workbook: Subtotals, Summary, Chart, Totals, Expenses. Save the workbook. Close the workbook and then exit Excel. Submit the workbook as directed.

0

Total Points

100

Created On: 07/05/2019 1