Excel_4G_Aquatics_Instructions
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California Polytechnic State University, Pomona *
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1010
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Information Systems
Date
Apr 3, 2024
Type
docx
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Uploaded by MasterElementWren43
Grader - Instructions
Excel 2022 Project
Excel_4G_Aquatics
Project Description:
In the following project, you will assist Lindsay Johnson, the Director of Pools and Recreation, in creating and modifying a PivotTable report and a PivotChart report to analyze revenue and expenses from the Aquatics Program.
Steps to Perform:
Step
Instructions
Points Possible
1
Open the Excel workbook Student_Excel_4G_Aquatics.xlsx downloaded with this project.
0
2
Click cell A2, and then insert a Recommended PivotTable by choosing
the Blank PivotTable option in the lower left corner of the dialog box. Add the Month field to the Filters area, add the Pool field to the Rows area and the Item field to the Columns area. Place the Amount field in the Values area and then Close the PivotTable Fields list. (Mac users, move fields as necessary so that they are placed in the correct areas of the area section.)
10
3
Format the values in the PivotTable using the Number category to display zero decimal places and the 1000 Separator. Change the PivotTable Name to pt1
4
4
Insert slicers for the Pool and Item fields, and then filter by the Tropics Pool and Spa Fees. Move the Pool slicer so that its upper left corner aligns with the upper left corner of E3. Move the Item slicer so that its upper left corner aligns with G3. Make a copy of this worksheet. Rename the copied worksheet Tropics Pool
and then on the on the Tropics Pool sheet, click in the PivotTable and change the PivotTable Name to pt2
17
5
Display Sheet1. Clear the filters from the slicers and remove the slicers from the worksheet. Rename the sheet 2Q Revenue
5
6
Insert a PivotChart using the Stacked Column chart type. Move the chart to a new sheet, and then name the chart sheet 2Q Revenue Chart
5
7
Apply the Layout 3 chart layout. Add centered Data Labels, and then if the field buttons display, hide all of the field buttons on the chart. As the Chart Title, type 2nd Quarter Aquatics Program Revenue and then insert a custom footer with the file name in the left section.
8
8
Add a new worksheet to the workbook. On the Data tab, click Get Data
and then from your downloaded files, import the Microsoft Access Database e04G_Pool_Supplies.accdb
. Load both of the tables in the 2
Created On: 09/29/2023
1
GO22_XL_CH04_GRADER_4G_HW - Aquatics 1.1
Grader - Instructions
Excel 2022 Project
Step
Instructions
Points Possible
database. (Mac users, on the Data tab, click Get Data, and then click From Text. From your downloaded files, click Excel_4G_Pool_Supplies_csv.csv
, and then click Get Data. Use Comma delimiters and General column data format. Put the data in the
Existing sheet in A1.)
9
Insert a PivotTable in the Existing Worksheet using the From Data Model option. (Mac users, insert a PivotTable in a New worksheet. Select and delete rows 1 and 2 which are blank.) 2
10
To create the PivotTable, in the PivotTable Fields list, expand both tables. In the Suppliers table, place the Supplier field in the Columns area. From the Supply Order Summary table, place the Item field in the Rows area, and the Quantity field in the Values area. Apply the Number format to the values in the PivotTable with zero decimals and the 1000 separator. Change the PivotTable Name to pt3
8
11
Insert a row above the PivotTable, and in cell A1, type Aquatics Program Purchases
and then apply the Title cell style. Rename the sheet Aquatics Purchases
4
12
Click in the PivotTable, and then insert a 3-D Pie PivotChart. Move the
chart to a new sheet with the name Aquatic Supplies Chart
9
13
Display the Field List and then modify the chart so that only the Supplier field displays in the Axis (Categories) area. Remove any fields that display in the Legend (Series) area. 3
14
Apply Style 3, remove the legend from the chart, and display only the Category Name and Percentage data labels positioned in the Center. 6
15
Change the chart title to Aquatic Supply Purchases and then change
the font size to 28. If the field buttons display, hide all of the field buttons on the chart, and then insert a footer with the file name in the left section.
10
16
Hide the Aquatics Revenue sheet. Select all sheets and insert a footer in the left section that includes the file name, and then center the worksheet Horizontally on the page. Change the Orientation to Landscape and scale the Width to fit to 1 page. (Mac users, click the first sheet in the workbook. Hold down the Command key and click all the remaining sheets except the 2Q Revenue Chart and Aquatic 5
Created On: 09/29/2023
2
GO22_XL_CH04_GRADER_4G_HW - Aquatics 1.1
Grader - Instructions
Excel 2022 Project
Step
Instructions
Points Possible
Supplies Chart sheets so that all sheets are selected except the chart sheets. Then apply the formatting indicated in this step.)
17
Display the properties. As the Tags type aquatic revenue, supplies
and as the Subject, type your course name and section #. Under Related People, be sure that your name displays as Author. Save your
workbook.
2
18
Save and close the file, and then submit for grading.
0
Total Points
100
Created On: 09/29/2023
3
GO22_XL_CH04_GRADER_4G_HW - Aquatics 1.1
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