Exp19_Excel_Ch05_CapAssessment_Travel

Exp19_Excel_Ch05_CapAssessment_Travel_Instructions.docx
  
#Exp19_Excel_Ch05_CapAssessment_Travel
  
#Exp19 Excel Ch05 CapAssessment Travel

  
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.

     
Start   Excel. Download and open the file named Exp19_Excel_Ch05_CapAssessment_Travel.xlsx. Grader has automatically added   your last name to the beginning of the filename.
 
Before using the Subtotal   command, you must first sort the data.
 
  On the Subtotals worksheet, sort the data by Employee and further sort by   Category, both in alphabetical order.
 
You want to subtotal the data to   calculate expenses by employee.
 
  Use the Subtotals feature to insert subtotal rows by Employee to calculate   the total expense by employee.
 
Now you want to hide the details   for two employees and focus on details for the remaining employees.
 
  Collapse the Davidson and Miller sections to show only their totals. Leave   the other employees’ individual rows displayed.

 
 
For more detailed analysis, you   are ready to create a PivotTable.
 
  Use the Expenses worksheet to create a blank PivotTable on a new worksheet   named Summary. Name the PivotTable Categories. 
 
You want to include the Category   and Expense fields in the PivotTable.
 
  Use the Category and Expense fields, enabling Excel to determine where the   fields go in the PivotTable. 
 
You want to display average   expenses instead of totals.
 
  Modify the Values field to determine the average expense by category. Change   the custom name to Average Expense.
 
Format the Values field with   Accounting number type.
 
You want to display a meaningful   label and select a different layout.
 
  Type Category in cell A3 and change the Grand   Totals layout option to On for Rows Only.

 
 
Apply Light Blue, Pivot Style   Dark 2 and display banded rows.
 
To make it easy to filter the   PivotTable results, you will insert and format a slicer.
 
  Insert a slicer for the Employee field, change the slicer height to 2 inches and apply the Light Blue,   Slicer Style Dark 5. Move the slicer so that the upper-left corner is in cell   A10.
 
You want to insert another   PivotTable to analyze the data on the Expenses worksheet.
 
  Use the Expenses worksheet to create another blank PivotTable on a sheet   named Totals. Name the PivotTable Employees. Add the Employee to the Rows   and add the Expense field to the Values area. Sort the PivotTable from   largest to smallest expense.

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

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

 
 
Set 10.86 (approximate) as the width for column B and 13.71 for column C, change the row   height of row 3 to 30, and apply word wrap to cell C3.
 
Now, you want to create a   PivotChart to depict the data visually.
 
  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.
 
Add a chart title above the   chart and type Expenses by Employee. Change the chart style to Style 14.
 
Apply 11 pt font size to the   value axis and display the axis as Accounting with zero decimal places.

 
 
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.

 
 
Ensure that the worksheets are   correctly named and placed in the following order in the workbook: Subtotals,   Summary, Chart, Totals, Expenses.
 
Save and close Exp19_Excel_Ch05_CapAssessment_Travel.xlsx.   Exit Excel. Submit the file as directed.