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Excel 2016 Chapter 4 Formatting, Organizing, and Getting Data Last Updated: 9/27/17 Page 1

USING MICROSOFT EXCEL 2016 Guided Project 4-3

Guided Project 4-3 Clemenson Imaging analyzes expense reports from field representatives as well as patient and image data. To complete the worksheets, you format data as a table and build an advanced filter. You import a comma-separated text file (.csv) and use the Subtotal command. Finally, you display data in a PivotTable.

Skills Covered in This Project Format data as an Excel table. Build an Advanced Filter.

Apply conditional formatting to filtered

results.

Sort data by multiple columns.

Import a comma-separated text file.

Use the Subtotal command.

Export data via the Clipboard.

Create a PivotTable.

IMPORTANT: Download the resource file(s) needed for this project from the Resources link. Be sure to extract the file after

downloading the resource(s) zipped folder. Please visit SIMnet Instant Help for step-by-step instructions.

1. Open the ClemensonImaging-04 start file. Click the Enable Editing button. The file will be renamed

automatically to include your name. Change the project file name if directed to do so by your

instructor.

2. Copy the Past&Projected sheet before the Criteria sheet and name the copied sheet Adv Filter.

3. Create and format an Excel table.

a. Select cells A4:E60 on the Adv Filter sheet.

b. Click the Quick Analysis tool and choose Tables.

c. Click Table.

4. Apply a table style.

a. Click cell A5 in the table.

b. Click the More button [Table Tools Design tab, Table Styles group].

c. Select White, Table Style Medium 15, or Table Style Medium 15.

5. Create an output range for an Advanced Filter.

a. Select cells A4:E4 and copy and paste them to cell G4.

b. Type Extract Range in cell G3 and set the font to Cambria 16 pt.

c. Adjust column widths to show the labels.

6. Create an Advanced Filter.

a. Click the Criteria sheet tab.

b. Type >12/31/16 in cell A3 to find records after 2016.

c. Type mri in cell B3.

d. Type >12/31/14 in cell

A4 to find records

after 2014.

e. Type ct scan in cell B4.

This criteria will find

records dated 2017

or later for MRIs and records for CT scans after 2014 (Figure 4-90).

f. Click cell A5 on the Adv Filter sheet.

g. Click the Advanced button [Data tab, Sort & Filter group].

h. Select the Copy to another location radio button.

Download

start file

Excel 2016 Chapter 4 Formatting, Organizing, and Getting Data 9/27/17 Page 2

USING MICROSOFT EXCEL 2016 Guided Project 4-3

i. Verify that the List range is cells A4:E60. If the range is incorrect, click and drag to select the

range including the header row.

j. Click the Criteria range box and select cells A2:B4 on the Criteria sheet.

k. Click the Copy to box and select cells G4:K4 on Adv Filter sheet.

l. Click OK in the Advanced Filter dialog box.

7. Sort data in the output range.

a. Right-click cell H5, choose Sort, and select Sort A to Z.

b. Right-click cell G5, choose Sort, and select Sort Oldest to Newest. This sorts the results by date,

earliest date first.

8. Apply conditional formatting and borders.

a. Select cells I5:I14.

b. Click the Conditional Formatting button [Home

tab, Styles group].

c. Choose Highlight Cells Rules and Greater Than.

d. Type 750 and choose Green Fill with Dark

Green Text.

e. Click OK.

f. Select cells G5:K14 and apply All Borders

(Figure 4-91).

g. Press Ctrl+Home.

9. Import a comma-separated values text file.

a. Click the Expense Info sheet tab.

b. Select cell A5.

c. Click the From Text button [Data tab, Get External Data group].

d. Find and select the ClemensonImaging-04.csv file downloaded from the Resources link in the

Import Text File window.

e. Click Import.

f. Select the Delimited button in the first Wizard window and click Next.

g. Deselect the Tab box and select the

Comma box.

h. Click Next.

i. Click the date column in the Data

preview area in the third Wizard

window.

j. Click the Date radio button in the

Column data format group

(Figure 4-92). Click Finish.

k. Deselect the Add this data to the

Data Model box in the Import Data

dialog box, and click OK.

l. Select columns A:D and size each

column to 12.11 wide.

m. Deselect the columns.

Excel 2016 Chapter 4 Formatting, Organizing, and Getting Data 9/27/17 Page 3

USING MICROSOFT EXCEL 2016 Guided Project 4-3

10. Use the Subtotal command.

a. Click cell A5.

b. Click the Sort A to Z button [Data tab, Sort

& Filter group] to sort by last name.

c. Click the Subtotal button [Data tab,

Outline group].

d. Verify that Last Name is selected for At

each change in.

e. Click the Use function arrow and choose

Average.

f. Check the Amount box in the Add

subtotal to area.

g. Click OK.

h. Format the values in column D as

Currency with zero decimal places.

11. Collapse outline groups.

a. Click the collapse symbol (-) for Allen in

row 8.

b. Click the collapse symbol (-) for McAllister

(Figure 4-93).

12. Create a PivotTable.

a. Click the Past&Projected sheet tab.

b. Select cells A4:E60.

c. Click the Quick Analysis tool and choose Tables.

d. Point to each PivotTable option to see the Live Preview.

e. Choose the option

that shows a sum

of the employees,

the total hours,

and the patients

(Figure 4-94).

f. Rename the sheet

PivotTable.

g. Drag the Month

field in the Rows

area in the

PivotTable Fields

pane out of the

pane and into the

worksheet.

13. Format a PivotTable.

a. Click cell C4.

b. Click the Field

Settings button [PivotTable Tools Analyze tab, Active Field group].

c. Click Number Format.

d. Choose Number as the Category.

e. Select the Use 1000 Separator (,) box and set zero decimal places.

Excel 2016 Chapter 4 Formatting, Organizing, and Getting Data 9/27/17 Page 4

USING MICROSOFT EXCEL 2016 Guided Project 4-3

f. Click OK to close each dialog box.

g. Apply the same number format for the “Sum of Patients” field.

h. Click the More button

[PivotTable Tools Design tab,

PivotTable Styles group].

i. Select Dark Gray, Pivot Style

Dark 9, or Pivot Style Dark 9.

j. Select the Banded Rows box

[PivotTable Tools Design tab,

PivotTable Styles Options

group].

k. Select the Banded Columns

box (Figure 4-95).

14. Create and format a PivotChart.

a. Click the PivotChart button [PivotTable Tools Analyze tab, Tools group].

b. Select Bar as the chart type and Stacked Bar as the subtype.

c. Click OK.

d. Position the chart object so that its top-left corner is at cell A12.

e. Drag the bottom-right selection handle to reach cell J30.

f. Click the More button [PivotChart Tools Design tab, Chart Styles group] and choose Style 8.

g. Click the Change Colors button [PivotChart Tools Design tab, Chart Styles group].

h. Select the Monochromatic Palette 1 Blue-Gray gradient, dark to light, or Color 5 color in

the Monochromatic group. Important: Excel 2013 users, select Color 5 in the Monochromatic

group.

i. Deselect the # of Employees box in the PivotChart Fields pane (Figure 4-96).

j. Click cell A1. 4-96 PivotTable worksheet completed

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USING MICROSOFT EXCEL 2016 Guided Project 4-3

15. Export data using the Clipboard.

a. Click the Adv Filter sheet tab.

b. Select cells G4:K14 and click the Copy button [Home tab, Clipboard group].

c. Open the ClemensonImaging-04 Word document downloaded from the Resources link.

d. Press Ctrl+End to position the insertion point.

e. Click the arrow with the Paste button [Home tab, Clipboard group] and choose Paste Special.

f. Select Microsoft Excel Worksheet Object in the Paste Special dialog box.

g. Select the Paste link radio button in the Paste Special dialog box and click OK.

IMPORTANT: If you receive an error message similar to "Excel cannot obtain the data for the {00020830-

0000-C000-000000000046} link.", link.", make sure that you have extracted the ClemensonImaging-04

Word document from the resources zip folder and open the workbook from the extracted folder, save

your Excel workbook, and then try again.

h. Click the Center button [Home tab, Paragraph group].

i. Save the Word document as [your initials] Excel 4-3 in your usual folder (Figure 4-97). You will

not be uploading this file to SIMnet.

j. Close Word.

16. Save and close the ClemensonImaging-04 Excel workbook.

17. Upload and save the ClemensonImaging-04 Excel workbook.

18. Submit project for grading.

Upload &

Save

Grade my

Project