Excel chapter 3: grader project

1Start Excel. Download and open the file named Exp19_Excel_Ch03_Cap_Gym.xlsx. Grader has automatically added your last name to the beginning of the filename.

02You will create a pie chart to focus on the expenses for the current year.

Insert a 2-D pie chart using the ranges A11:A19 and D11:D19 on the Income worksheet.

53Move the chart to a new chart sheet named Expenses. Move it to the right of the Membership sheet.
34The chart needs a descriptive, easy-to-read title.

Change the chart title to Expenses for Year 3 and change the font size to 20.
55You want to create a clustered bar chart.

Insert a clustered bar chart using the ranges A4:D4 and A11:D19 on the Income worksheet. 
56You want to place this chart and other charts on a Summary worksheet to look at trends.

Move the chart as an object on the Summary worksheet. Cut the bar chart and paste it in cell I1.
37The chart should have a descriptive title to explain which expenses are excluded.

Change the bar chart title to Expenses (Without Payroll and Cost of Sales).
38You want to filter out the Payroll and Cost of Sales to focus on other expenses. The bar chart displays expenses the first expense (Advertising) at the bottom of the category axis. You want to reverse the categories to display in the same sequence as the expenses are listed in the worksheet.

Apply a chart filter to remove Payroll and Cost of Sales. Select the category axis and use the Format Axis task pane to display categories in reverse order. Change the Maximum Bound to 25000.

Mac Users: Apply the filter using Select Data and Switch Row/Column. Be sure to switch the rows and columns back after filtering the data.89You decide to format the pie chart with data labels and remove the legend because there are too many categories for the legend to be effective.

Display the Expenses sheet and remove the legend. Add Percent and Category Name data labels and choose Outside End position for the labels. Change the data labels font size to 10.
810You want to emphasize the Education & Training slice by exploding it.

Explode the Education & Training slice by 12%.

211Add the Light Gradient – Accent 2 fill color to the chart area.
212You create another chart showing the Balance sheet items. You change the chart to a clustered column and switch the row and column data to focus on each balance sheet item. 

Insert a stacked column chart using the ranges A4:D4, A10:D10, A15:D15, and A16:D16 on the Balance sheet.
Change the chart type to Clustered Column and switch the rows and columns in the chart.
1013You want to move the column chart to be on the Summary worksheet along with the bar chart.

Move the column chart to the Summary worksheet. Cut the chart and paste it in cell A1.
514The column chart needs to have a descriptive title to indicate the data comes from the Balance 

Change the title to 3-Year Balance Sheet.
215The last chart will be a line chart to show the trends in Memberships.

Insert a line chart using the range I3:L15 on the Membership worksheet.
516You want to move the line chart to be on the same Summary sheet as column and bar charts.

Move the line chart to the Summary worksheet. Cut the chart and paste it in cell A17.
417Because the lowest value is between 200 and 300, you will change the vertical axis at 200 instead of 0.

Adjust the vertical axis so the Minimum Bound is 200 and display a vertical axis title # of Memberships for the line chart.
518Apply Chart Style 4 and change colors to Monochromatic Palette 8 for the line chart.
419Move the legend to the top of the chart and add the chart title 3-Year Membership Trends.
420It is a best practice to add Alt Text for each chart for accessibility compliance.

Display the pie chart and add Alt Text: The pie chart displays percentage of expenses for Year 3.  (including the period)
221Display the column chart and add Alt Text: The column chart displays total assets, total liabilities, and retained earnings for three years.  (including the period)
222Display the bar chart and add Alt Text: The bar chart displays expenses for three years without payroll or cost of sales.  (including the period)
223Display the line chart and add Alt Text:  The line chart displays monthly trends in memberships for three years.  (including the period)
224You want to add sparklines to the Daily Attendance Trends. You add high points to emphasize which time of day is the most popular for your membership.

Select range B16:F16 on the Membership worksheet. Insert Column Sparklines using data from the range B6:F14. Display the high points for the sparklines.
725Insert a footer with Exploring Series on the left, the sheet name code in the center, and the file name code on the right on the Membership, Expenses, and Summary sheets individually. Change to Normal view.
226Save and close Exp19_Excel_Ch03_Cap_Gym.xlsx. Exit Excel. Submit the file as directed.

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