Excel Project 1 – MS Excel
(Fall 2018)
Use the following project
description to complete this activity (all the details are included in this
document, in the 22 steps below). For a review of the rubric used in grading
this exercise, click on the Assignments tab, then on the title "Excel
Project 1." Click on Show Rubrics if the rubric is not already displayed.
Summary
Create a Microsoft Excel
workbook with four worksheets that provides extensive use of Excel capabilities
including charting, and written analysis and recommendations in support of a
business enterprise.
A large rental car company has two metropolitan
locations, one at the airport and another centrally located in downtown. It has
been operating since 2015 and each location summarizes its car rental revenue
quarterly. Both locations rent four classes of cars: economy, premium, hybrid,
SUV. Rental revenue is maintained separately for the four classes of rental
vehicles.
The data for this case
resides in the file fall2018rentalcars.txt
and can be downloaded by clicking on the Assignments tab, then on the data file
name. It is a text file (with the file type .txt).
Do notcreate your own data. You must use the data
provided andonlythe data provided.
Default Formatting. All labels, text, and numbers will be Arial 10,
There will be $ and comma and decimal point variations for numeric data, but
Arial 10 will be the default font and font size.
Tutorials
Note: Tutorials
that address activities used in this project have been assigned in Week 1, 2 and
3.
Step
1
2
3
Requirement
Open Excel and save a blank
workbook with the following name:
a. “Student’s First InitialLast
Name Excel Project 1” Example: JSmith Excel Project 1.
b. Set Page Layout Orientation to Landscape.
Change the name of the worksheet to Analysis by.
In the Analysis
by worksheet:
a. Beginning in Row 1, enter the
four labels in column A(one label per row) in the following
order:Name:, Class/Section:,
Project:, Date Due:
b. Place a blank row between
each label. Please note the colon :
after each label.
c. Align the labels to the right side in the cells
It may be necessary to adjust
the column width so the four labels are clearly visible within Column A (not
extending into Column B).
Comments
Use Print Preview to review
how the first worksheet would print.
Format for
column A:
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Arial 10
point
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Normal
font
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Right-align all four labels in the cells
Step
4
5
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Requirement
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Comments
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In the Analysis
by worksheet with all entries in column
C:
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Format
for column C:
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a.
Enter the appropriate values for your Name (in cell
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Arial 10 point
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C1), Class and Section, Project, Date Due
across
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Bold
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from the appropriate label in column A.
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Left-align all four
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b. Use
the formatting in the Comments
column (to the
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values in the cells
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right).
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It may be necessary to adjust
the column width so the four labels are clearly visible and are clearly visible
within Column C (not extending into Column D).
a. Create new worksheets: Data, Sorted,and Airport.
Upon completion, there should
be Analysis by as well as the three
newly created worksheets.
b. Delete any other worksheets.
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7
Note: The three new worksheets might not have Arial 10 point as the
default type so it may be necessary to change the font and point to Arial 10
for the new worksheets.
If necessary, reorder the four worksheets so
they are in the following order: Analysis
by, Data, Sorted, Airport.
After
clicking on the blank cell A1 (to select it) in the Data worksheet, import the text file fall2018rentalcars.txt into the Data worksheet. The data should begin in Column A, Row 1.
Though the intent is to import the text file
into the Data worksheet, sometimes when text data is imported into a worksheet,
a new worksheet is created. If this happens, delete the blank Data worksheet,
and then rename the new worksheet which HAS the recently imported data as “Data.”
It may be necessary to change Revenue data to Currency format ($ and comma
(thousands separators)) with NO decimal points, and to change NumCars data to number format, with NO decimal points, but with thecomma (thousands separator) because of the import operation.
This may or may
not occur, but in case it does it needs to be corrected. Adjust all column
widths so there is no data or column header truncation.
Format:
all data (field names, data
text, and data numbers)
•
Arial 10 point.
The field names should be in
the top row of the worksheet with the data directly under it in rows. This
action may not be necessary as this is part of the Excel table creation
process. The data should begin in column A.
Step
8
Requirement
In the Data worksheet:
a. Create an Excel table with the recently imported data.
b. Pick a style with the styles
group to format the table (choose a style that shows banded rows, i.e., rows
that alternate between 2 colors).
c. The style should highlight
the field names in the first row.
d. Ensure NO blank cells are
part of the specified data range.
e. Ensure the table has headers.
f. Ensure that Header Row and
Banded Rows are selected in the Table Style Options Group Box, but do NOT
select a Total row.
In the Data worksheet:
Comments
Some adjustment may be
necessary to column widths to ensure all field names and all data are readable
(not truncated or obscured).
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10
a. Select the entire table (data
and headers) using a mouse.
b. Copy the table to the Sorted worksheet.
c. The upper left-hand corner of
the header/data in Sorted should be
in cell A1.
d. Adjust columns widths if
necessary to ensure all data and field names are readable.
e. Make sure that all the format
requirements for the Data Worksheet are met in the Sorted Worksheet
In the Sorted worksheet:
a. Select all the cells with
data in the table (including the header row.
b. Sort the data by location (ascending).
Ensure all the table
is selected, NOT just the location column.
Format:
All data (field names, data
text, and data numbers)
Arial 10 point.
Step
11
Requirement
a. Copy the entire table from the Sorted worksheet to the Airport worksheet. In the Airport
worksheet, the field names should be in row 1 and the Year column should be in
column A.
b. Some column adjustments may
be necessary so that the field names as well as the data is all legible.
c. Make sure that the same
format requirements for the Data Worksheet are met in the Airport Worksheet.
Comments
Ensure all cells with data
are selected.
Format:
All data (field names, data
text, and data numbers)
Arial 10 point.
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In the Airport worksheet:
a. Delete all the rows in the
table where the data is for Downtown.
b. The field names should remain at the top of the
table.
c. The remaining data should be for the Airport
location.
In the Airport worksheet,
using a custom sort:
a. Sort all the data first by CarClass (Ascending),
b. thenby
Year (Ascending),
c. thenby Quarter (Ascending).
In the Airport worksheet:
a. Add a new column heading
AvgRev for the column where the average revenue per car for each row will be
calculated and displayed.
b. Add a formula to calculate
the AvgRev by dividing the contents of the Revenue cell by the contents of the
NumCars cell for each data row in the table
c. The AvgRev values format is currency (a $ and
two decimal points). When you are clicking on cells to construct a formula in
cell G2, while you may be expecting to see E2/F2 what may appear in the cell
editor is @Revenue/@NumCars, a result of using an Excel table.
d. Column adjustment may be
needed to ensure both the title and the data is visible.
e. Apply the formatting
instructions in the Comments column
(next column at right).
Ensure that all cells with
data have been selected before sorting. This sort is completed in a
single step, not 3 separate steps.
The format of the table must
be extended to the new column.
Format:
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Arial 10
point
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data values for AvgRev are Currency Format (using the Format Cells
option). A typical AvgRev value could be $123.45, for instance.
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Revenue and NumCars format from Data Worksheet.
Step
15
Requirement
In the Airport worksheet:
a. Create a range named AE that
includes every AvgRev value for all Economy cars.
b. Create a range named AH that
includes every AvgRev value for all Hybrid cars.
c. Create a range named AP that
includes every AvgRev value for all Premium cars.
d. Create a range named AS that
includes every AvgRev value for all SUV cars.
Comments
Defined Avg Rev
Ranges
AE is Airport Economy, AH is
Airport Hybrid, AP is Airport Premium, AS is Airport SUV.
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17
In the Airport worksheet:
a. In row 1, two or three
columns to the right of the AvgRev column:
b. Create a label called Average Quarterly Revenue per
Economy Car (Airport).
c. Immediately (same column,
next row down) under the Economy label create a label called Average
Quarterly
Revenue per Hybrid Car (Airport).
d. Immediately (same column,
next row down) under the Hybrid Car label, create a label called Average
Quarterly
Revenue per Premium Car (Airport).
e. Immediately (same column,
next row down) under the Hybrid label, create a label called Average
Quarterly
Revenue per SUV (Airport).
f. Apply the formatting
instructions in the Comments column
(next column, at right).
In the Airport worksheet:
In the first
fully visible cell to the right of the of the widest of the four labels so that
all four values are in the same column aligned with the appropriate row for the
specified carclass:
a. Calculate the Average Quarterly Revenue (AvgRev)
for the Label-indicated carclass for each of the four carclasses.
b. Use the average function and the named range
c. Ensure each of four averages
is Currency format with two decimal places preceded by a $.
Format:
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Arial 10
point
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Bold
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Left-justified
Format:
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Arial 10
point
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Normal
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Currency ($ and two decimal places).
Truncation (cut
off) of any of the four labels is not acceptable.
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In the Airport worksheet:
Use conditional formatting to identify all
AvgRev values where the AvgRev is more than 5% greater than the AvgRev FOR THAT
CARCLASS calculated in Item 17 above. DO NOT USE the calculated AvgRev number,
instead USE the cell contents of the AvgRev value so that if either Revenue or
NumCars change in a particular row that the conditional formatting is based on
the updated value for Average Quarterly Revenue.
Format:
The highlighted
AvgRev cell should be Green Fill with Dark Green Text.
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 Step
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Requiremen
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In the Airport
worksheet:
a. Create a column or bar type of chart that clearly
shows the average revenue (AvgRev) for Hybrid vehicles for 2015 to 2017 by
quarter.
b. Provide an internal chart title that explains
what
is portrayed on the chart.
The year and the
19
quarter
must be included in the chart for clarity.
c. Place the chart one or two
rows below and the left margin left-aligned in the same column where the
Average Quarterly Revenue labels begin.
Comments
You will have ten bars in
your chart, one for each quarter. Each bar represents the average revenue per
hybrid car for ten quarters – airport location only.
In the Airport
Worksheet:
a. Create a column or bar type of chart that
clearly shows the average revenue (AvgRev) for Premium (carclass) vehicles for
the four 2015 quarters.
b. Provide an internal chart
title that explains what is
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portrayed on the chart. The two chart titles should be similar (except
for the text difference in carclasses).
c. Place the chart left-aligned
with the first chart and two or three rows below the first chart so that left
sides of the two charts are in alignment.
You will have four bars in
your chart, one for each quarter. Each bar represents the average revenue per
premium car for four quarters – airport location only.
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   Step
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Requirement
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Comments
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For the questions below,
present your answers in a very readable format left-aligned with and one or two
rows beneath the chart. You can type your answer in one cell, then
highlight and select several rows and columns, selecting merge cells and
selecting Wrap Text. Do NOT widen the columns as this will adversely impact the
appearance of the worksheet items above. You will want to change the text from
Center to Left justification. Play with this a bit. If you simply type your
answer on a single line in that will also be ok.
But be sure the entire answer can be read without the reader having to
change any formatting. Reading the answer in the cell editor is NOT acceptable,
the answer must be visible in the worksheet itself.
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Question 1: Based on the hybrid AvgRev chart above,is there a trend? In addition to the
yes or no response, explain (give reasons) for the trend or why there is not a
trend to be observed.
Label your response Question
1. Answer this question in 2 to 3 sentences left-aligned with and under the
chart. DO NOT change your spreadsheet. Just respond to the question.
Question 2:If you had to display a chart forthe AvgRev (based on the data in this
worksheet) for all four carclasses for the ten quarters into one chart, what type of chart of chart would you
use and why would you use it?
Label your response Question
2. Answer this question in 2 to 3 sentences in a new row left-aligned with the
Question 1 response and one or two rows beneath it.
Format:
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Arial 10
point
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Normal/Black
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Left-align text in the cell
Format:
•
Arial 10
point
•
Normal/Black
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Left-align text in the cell
