Data Analysis

2/6/2020 Integrated Report

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Score Card Detail Chapter 5 Project 2

Total Score: 61%

Earned Points: 30.841pts

Possible Points: 50pts

Step Instruction Earned Possible

2  0.5 2

3  0 3

4  0.357 2.5

6  0 2.5

7  1.428 2

10  1.25 2.5

11  1.5 3

12  3.75 5

On the Subtotals worksheet, use the Sort dialog box to sort the data by Employee and further sort by Category, both in alphabetical order.

Use the Subtotals feature to insert subtotal rows by Employee to calculate the total expense by employee.

Collapse the Donaldson and Hart sections to show only their totals. Leave the other employees’ individual rows displayed.

Use the Category and Expense fields, enabling Excel to determine where the fields go in the PivotTable.

Modify the Values field to determine the average expense by category. Change the custom name to Average Expense.

Apply Pivot Style Dark 2 and display banded rows.

Note, depending upon the version of Office being used, the style name may be Light Blue, Pivot Style Dark 2.

Insert a slicer for the Employee field, change the slicer height to 2 inches and apply the Slicer Style Dark 5. Move the slicer below the PivotTable.

Note, depending upon the version of Office being used, the style name may be Light Blue, Slicer Style Dark 5.

Use the Expenses worksheet to create another blank PivotTable on a sheet named Totals. Add the Employee to the Rows and add the Expense field to the Values area. Sort the PivotTable from largest to smallest expense.

2/6/2020 Integrated Report

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14  3.888 5

16  3.334 5

18  1.334 2

19  0 2

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

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.

Note, Mac users, select the range A3:C8 in the PivotTable. On the Insert tab, click Column, and then click Clustered Column. Right-click, and from the shortcut menu, click Move Chart.

Apply 11 pt font size to the value axis and display vertical 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.