Visual Data - Version 1: Excel Assignment for Analyzing Business Expenses and Inventory

Step

Instructions

Points Possible

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Ensure you are ONLY using the Desktop version of Excel 365 or Excel 2019.  
(Do not use any other application or version)
Open the file named Hum365_F21_Excel_Assign3_V1_VisualData.xlsx. Grader has automatically added your last name to the beginning of the filename, so it should be easy to locate.
Ensure you have saved these files correctly within your File Management structure.
There is a PDF version of these instructions that is part of the files you downloaded, which may make it easier to follow along.
When you open the Excel workbook, you will see two worksheet tabs at the bottom!

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Change the Workbook Theme to Ion Boardroom, the Colors to Slipstream, and the Fonts to Century Gothic

Sheet1 contains information about your some of your business expenses.  It is setup for the first quarter of the year; however, you need to fill in the expense data.

Change Company Name to your Company Name

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For the Payroll section, complete the following:

Cell range B7:D7, type in how much wages you spend each month on your staff’s pay.  Your choice.

In cell B8, insert a formula to calculate the Employer Contribution for CPP.  CPP is the Canadian Pension Plan and employers are responsible to pay some of its contribution.  This is calculated by multiplying your monthly wages by the CPP Rate.  Copy this formula across to the other months. Remember to use proper absolute referencing.

In cell B9, insert a formula to calculate the Employer Contribution for EI.  EI is Employment Insurance, which helps those who lose a job or cannot find a job, and as a business owner, you are required to pay a certain percentage.  This is calculated by multiplying your monthly wages by the EI Rate. Copy this formula across to the other months.  Remember to use proper absolute referencing.


In cell B10, insert a formula to calculate the Employer Contribution for Benefits.  Benefits are not offered by all companies, but they do help employees subsidize medical and dental payments. This is calculated by multiplying your monthly wages by the Benefits Rate. Copy this formula across to the other months. Remember to use proper absolute referencing.

In cell B11, insert a function to total each month for the Payroll section.

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For the Office Costs section, complete the following:

For all the Office Costs expenses, type in how much you spend on each expense for each month. Your choice.

In cell B23, insert a function to total each month for the Office Costs section.

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In cell B25, insert a function to add up the Payroll and Office Costs.

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In cell E7, insert a function to total each expense for each section.

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Starting in cell F7, insert a formula to calculate the Percent of Total for each expense within the different sections.  This is calculated by dividing each item by the total of the entire section.  Remember to use absolute referencing where required.

Format these numbers as Percentage with 1 decimal place.

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Rename the tab Sheet1 to Expenses.  Change the tab color to Green, Accent 3 (col 7, row 1; theme colors)

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Based on only the first quarter data for Office Costs section, create a 3-D Clustered Column chart.  Move this chart properly to a new sheet and rename it Office Costs Expenses.  Move the new chart sheet to the end of your workbook (to the right of Sheet2).  Change the tab color to Red, Accent 6 (col 10, row 1; theme colors)

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Format the chart as follows:
Chart Title
Rename to First Quarter Office Expenses
Apply Bold
Legend
Remove it
Chart Style
Apply Style 3
Axis Labels
Add a Primary Horizontal axis title called Office Expenses
Add a Primary Vertical axis title called Dollar Amounts

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Return to the Expenses worksheet.  Created a 2-D Line chart based on the first quarter of data for the Payroll section.  Size the chart to Height 5” and Width 10” and move it to cell A27.  

Edit the chart legend to change Series to the Months

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Format the chart as follows:
Chart Title
Rename to First Quarter Payroll Expense
Apply Bold
Chart Style
Apply Style 6
Legend
Move it to the right side of the chart
Trendline
Add a Linear Trendline based on January

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Return to the Expenses worksheet.  Create a 3-D Pie chart based on the Percent of Total data for the Payroll section.  Move this chart to a new sheet and rename it Payroll for First Quarter
Move the chart sheet the end of your workbook and change the tab color to Orange, Accent 5 (column 9, row 1; theme colors)

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Format the chart as follows:
Chart Title
Rename to Payroll for First Quarter
Apply Bold
Chart Style and Layout
Apply Style 4
Apply Layout 6 

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Return to the Expense worksheet

In cell G7, insert a Line Sparkline to show the trends of each Payroll expense for the first quarter of the year.

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Format the Line Sparklines as follows
Add High Point and Markers
Apply the Red, Sparkline Style Accent 6 (no dark or light) (column 6, row 3)
Change the High Point Marker Color to Light Blue (under standard colors)

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In cell G14, insert a Column Sparkline to show the trends of each Office Costs for the first quarter of the year.

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Format this Column Sparkline as follows
Add First Point
Apply the Indigo, Sparkline Style Colorful #4 (column 5, row 6)

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You are planning an office party for your staff and have put together a quick inventory food list.  You want to make this list more appealing by using a table.

Change Company Name to your Company Name.  In G5, insert a function or formula to calculate the Food Cost for each item on the worksheet.

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Simultaneously freeze the first four rows and the two columns

Rename the tab Sheet2 to Office_Party_FoodList.  Change the tab color to Green, Accent 4 (column 8, row 1; theme colors)

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Format your inventory list using the Red Table Style Light 14.  Rename the table to Food_List and remove any duplicate records that match Item# 

Table Style Options, add the First Column and Total Row

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Apply the Light Blue Gradient Data Bar conditional formatting to the Food Cost column

Apply a custom conditional formatting of Dark Blue fill with White font color text with Bold to all the text that equals  Accompaniments in the Category column.

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In the Total Row, Average the Cost column and count the Item Name column

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Make a copy of this worksheet. Rename it Food List Sorted and move it to the right of Office_Party_FoodList tab.  Rename the Table Name to Sorted_List and change the tab color to Blue, Accent 1 (column 5, row 1; theme colors)

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On the Food List Sorted worksheet, apply a multiple sort to your list as follows:
Item Name – A to Z, then by
Category – Z to A, then by
Food Cost – Largest to Smallest

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Return to Office_Party_FoodList, apply the following filters:
Display only the foods for Accompaniments 
Display only the values greater than 1000

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For all worksheets (not the Charts), add the following headers and footers

Header:
Center Section: Visualize Data

Footer:
Left Section: Student Name (replace this with your name)
Right Section: insert the Sheet Name code

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For the Expenses worksheet:
Change all margins (except the Header/Footer) to 0.5”
Change the page orientations Landscape
Scale it to 1 page
Center horizontally and vertically on the page

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For theOffice_Party_FoodList worksheet:
Change the page orientation to Landscape
set the Print Area to A1:G54
Scale it to 1 page
Center horizontally and vertically on the page

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For the Food List Sorted worksheet, move the first vertical page break to the right of Food Cost column
Insert a page break at cell A29
For printing purposes, repeat the first four rows

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On the Expenses worksheet, format your money numbers as Accounting with 2 decimal places

On both Food List worksheets, format your Cost and Food Cost columns as Currency with 2 decimal places.

Autofit your worksheets (not the Charts) to ensure all values are displayed.

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Change the workbook properties by adding the following:

Title: Visualize Data Version 1
Subject: Excel
Author: Student Name (Change this to your name)
Keywords: Visualize Data Assignment

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When you have completed this assignment, you should have a total of five (5) worksheets.  Save the file and submit the file to MyLab IT as directed.  

Review your grade (it will be graded automatically).  Once you are satisfied with your grade, you can close the file and the Word application.  

If you are not satisfied, you can review your submission, review the errors, fix anything in your document, and resubmit to obtain a higher grade.  You can resubmit up to 3 times.

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