Content-Based Assessments

Transcription

1 CH09_student_cd.qxd 10/17/08 7:06 AM Page 7 Excel 9 Project 9N Expense Summary the skills you practiced from the Objectives in Projects 9A and 9B. Jennifer Nelson graduated with a Master of Architecture degree and honed her space planning and design skills in a large architectural firm before opening her own firm. Nelson Architectural Planning specializes in corporate space planning, facility layouts, and interior design for high-tech companies in northern California. Jennifer s team includes two network specialists who help assure that every client s space is scalable for continuous upgrades in computer systems and networking. Nelson Architectural Planning also maintains an inventory of office furniture and accessories, such as mobile workstations, office chairs, and desk lamps. At Nelson Architectural Planning, President Jennifer Nelson has asked Marissa Perez, the Finance Manager, to keep track of company expenses. Marissa has begun a worksheet to summarize the expenses for the first quarter of the fiscal year. In the following project, you will complete the worksheet for Marissa Perez. Your completed workbook will look similar to Figure For Project 9N, you will need the following file: e09n_expense_summary 9N_Expense_Summary_Firstname_Lastname Figure 9.78 (Project 9N Expense Summary continues on the next page) Project 9N: Expense Summary Excel 7

2 CH09_student_cd.qxd 10/17/08 7:06 AM Page 8 (Project 9N Expense Summary continued) 1. Start Excel. From your student data files, open the file e09n_expense_summary, and then save the file in your Excel Chapter folder as 9N_Expense_Summary_Firstname_Lastname 2. Insert a new row above row 1. In cell A1, type Nelson Architectural Planning Merge and Center each worksheet title over columns A:J. Select the two titles and change the Font to Cambria, change the Font Size to 16, apply Bold, and then apply a Fill Color using Aqua Accent 5, Lighter 60%. 3. Apply the Wrap Text command to cell J4. To all the column titles in row 4, apply the Bold, Center, and Middle Align commands. In the range B5:H7, type the following data; if you want to do so, select the range first and use J to confine the movement of the active cell within the range. 4. For each month, calculate the total expenses. Then, calculate the total for each type of Month Supplies Telephone Hardware Software Training Travel Advertising January February March expense for the quarter and the total expenses for the quarter. Using financial formatting for the appropriate numbers, first apply Comma Style with zero decimals, and then apply Accounting Format Style with zero decimals, and then apply a Top and Double Bottom Border to the total row. 5. In cell J5, construct a formula to calculate the percentage by which January s total expenses make up the total expenses for the quarter use absolute cell referencing as necessary. Apply Percent Style formatting with two decimals, and then fill the formula down for February and March. Center the percentages. 6. Select the range of data that represents the month names and the expense amounts for each month include the column names but do not include the Totals. Insert a 2-D Clustered Column chart, and then click the Switch Row/Column button so that the chart displays the months on the category axis and the expense types as the data points. Position the upper left corner of the chart in the upper left corner of cell A Click to deselect the chart. On the Insert tab, click the Header & Footer button to switch to Page Layout View. Click the Go to Footer button, click just above the word Footer, and then click the File Name button. Click a cell just above the footer to deselect the Footer area and view your file name. On the Page Layout tab, change the Orientation to Landscape. Display the Margins gallery, click Custom Margins, and then under Center on page, select the Horizontally check box. 8. Scroll up, and then use the pointer to resize the chart so that its right edge is almost even with the right side of the data. From the Design tab, format the chart using Chart (Project 9N Expense Summary continues on the next page) 8 Excel Chapter 9: Creating a Worksheet and Charting Data

3 CH09_student_cd.qxd 10/17/08 7:06 AM Page 9 (Project 9N Expense Summary continued) Layout 1, Chart Style 26, and then change the Chart Title to 1st Quarter Expenses Click a cell to deselect the chart. 9. Save your workbook. Switch to Normal view, and then press C + h to move to the top of your worksheet. Select the range of data that represents each expense type and the quarterly total for each expense type. Insert a Pie chart using the Pie in 3-D chart type. Move the chart to a new sheet, and name the sheet Expense Chart Apply Chart Layout 1, Chart Style 26, and then change the Chart Title to Expense Comparison Deselect the chart title. To create a footer on the chart sheet, on the Insert tab, click the Header & Footer button, and then create a Custom Footer with the file name in the Left section. 10. Click the Sheet1 tab, and then press C + h to cancel the selections. Select and delete Sheet2 and Sheet3. Save your workbook. Check your Chapter Assignment Sheet or your Course Syllabus or consult your instructor to determine if you are to submit your assignments on paper or electronically. To submit electronically, follow the instructions provided by your instructor. 11. To print, from the Office menu, click the Print button. In the displayed Print dialog box, under Print what, click the Entire workbook option button. In the lower left corner of the dialog box, click Preview, and notice in the status bar, Preview: Page 1 of 2 displays. Check the preview, in the Preview group, click the Next Page button, and then in the Print group, click Print to print the two pages. If you are directed to submit printed formulas, refer to Activity 9.17 to do so. 12. If you printed your formulas, be sure to redisplay the worksheet by pressing C + `. From the Office menu, click Close. If the dialog box displays asking if you want to save changes, click No so that you do not save the changes you made for printing formulas. Exit Excel. End You have completed Project 9N Project 9N: Expense Summary Excel 9

4 CH09_student_cd.qxd 10/17/08 7:06 AM Page 10 Outcomes-Based Assessments Project 9O Incentives Problem Solving the skills you practiced from the Objectives in Projects 9A and 9B. For Project 9O, you will need the following file: New blank Excel workbook 9O_Incentives_Firstname_Lastname In this project, you will create a worksheet for Ray Justham, the Finance Manager for Rio Rancho Auto Gallery, to track the cost of incentives offered to clients who purchase vehicles. Create an appropriate title for the worksheet and then enter the data below. Vehicle Type Dealer Rebates Service Certificates Complimentary Gas New Cars New Trucks New SUVs Used Vehicles Sum the incentives by vehicle type and by incentive type. Then create a column chart comparing the data, switching rows and columns as necessary so that the vehicle types are the data series and placing the incentive type on the category axis. A chart layout that places the legend at the bottom of the chart will allow more space for the columns. Add the file name to the footer and check the workbook for spelling errors. Save the workbook as 9O_Incentives_Firstname_Lastname and submit it as directed. End You have completed Project 9O 10 Excel Chapter 9: Creating a Worksheet and Charting Data

5 CH09_student_cd.qxd 10/17/08 7:06 AM Page 11 Outcomes-Based Assessments Project 9P Rental Problem Solving the skills you practiced from the Objectives in Projects A and B. For Project 9P, you will need the following file: New blank Excel workbook 9P_Rental_Firstname_Lastname Rio Rancho Auto Gallery rents motorcycles, vans, SUVs, convertibles, pickup trucks, and motor scooters for short-term use by vacationers, tourists, and others who want to experience a different kind of drive. Create a workbook that Jane Gelson, Rental and Lease Manager for Rio Rancho Auto Gallery, can use to track the fees collected on the different types of vehicles rented by Rio Rancho customers in the month of August. Create an appropriate title for the worksheet and then enter the data below. Daily Rental Fee Number of Days Rented Rental Fees Collected Motorcycle Van SUV Convertible Pickup truck Motor scooter Calculate the Rental Fees Collected by vehicle type and then total the Rental Fees Collected column. Create a 3-D pie chart to compare Rental Fees Collected by each vehicle. Add the file name to the footer and check the workbook for spelling errors. Save the workbook as 9P_Rental_ Firstname_Lastname and submit it as directed. End You have completed Project 9P Project 9P: Rental Excel 11