Exp19_Excel_Ch05_HOEAssessment_Fine_Art

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#Exp19_Excel_Ch05_HOEAssessment_Fine_Art

  

#Exp19 Excel Ch05 HOEAssessment Fine Art

  

Project Description:

You are an analyst for a fine art dealer. Customers are especially fond of James C. Christensen’s art. You prepared a list of his artwork: Title (title of each piece of art), Type (the medium, such as Limited Edition Print or Anniversary Edition Canvas), Edition Size (how many copies were produced for purchase), Release date (the month and year the art was released), Issue Price (the original retail price when the art was released), and Est. Value (the estimated current market value). Studying the data will help you discuss value trends with art collectors

     

Start   Excel. Download and open the file named   Exp19_Excel_Ch05_HOEAssessment_FineArt.xlsx. Grader has automatically added your last   name to the beginning of the filename.

 

Before using the Subtotal   command, the data must be sorted by categories.
 

  On the Subtotals worksheet, perform a three-level sort by Status, then by   Type, and finally by Title, all in alphabetical order.

 

You want to subtotal data to   identify the highest issue prices, estimated values, and percentage change by   the Status category and the Type of art work.
 

  Use the Subtotals feature to insert subtotal rows by Status to identify the   highest (max) Issue Price, Est. Value,   and Change. Then add a second-level subtotal by Type using the same function   and columns.

 

You want to apply an outline so   that you can collapse values used for the formula in column F. Then you will   collapse the subtotaled rows.
 

  Apply an auto outline and click the collapse button above column F. Collapse   the data by displaying only the subtotals and grand total rows. Set a print   area for the range B1:F48.

 

A PivotTable can give additional   perspective to data. You will use the Art worksheet to create a recommended   PivotTable.
 

  Use the Art worksheet to create the recommended PivotTable called Sum of   Issue Price by Type on a new worksheet named Sold Out. Mac users create a PivotChart   that includes the Status field in the Filters area, the Est. Values field in   the Columns area, the Type field in the Rows area, and the Issue Price field   in the Values area.
 

  Name the PivotTable Art Type.

 

Currently, the PivotTable   contains the Issue Price field. You will add the Est. Value field to compare   the difference between total value of the art based on issue price and   estimated value today.
 

  Add the Est. Value field below the Sum of Issue Price in the Values area.

 

You want to display the average   values instead of the sum of the values in each category.
 

  Modify the two Values fields to determine the average Issue Price and average   Est. Value by type. Change the custom name to Average Issue Price and Average Est. Value, respectively.

 

Format the two Values fields   with Accounting number type with zero decimal places.

 

The Summary sheet is designed to   display two key averages from the PivotTable on the Summary sheet.
 

  Display the Summary sheet. In cell B2, insert the GETPIVOTDATA function that   references cell C4 on the PivotTable in the Sold Out sheet. In cell B3,   insert the GETPIVOTDATA function that references cell C9 on the PivotTable in   the Sold Out sheet.

 

Some art is still available, but   most art is sold out. You want to create a filter to focus on the sold-out   art.
 

  Display the Sold Out sheet. Add the Status field from the field list to the   Filters area. Set a filter to display only art that is Sold Out.

 

Insert a slicer for the Type   field, change the slicer height to 2 inches, change the button width to 2 inches, and apply the Light   Blue, Slicer Style Dark 5. Cut the slicer and paste it in cell A11.
 

  Note, depending upon the Office version used, the style name may be Slicer   Style Dark 1.

 

Display the Totals sheet. Insert   a calculated field named Field1 to determine difference between the two   values, Est. Value   and   Issue Price.   Change the custom name to Value Increase.

 

 

With the PivotTable on the   Totals sheet displayed, change the Sum of Issue Price and Sum of Est. Value   fields to show values as percentage of column totals.

 

With the PivotTable on the   Totals sheet displayed, select Light Blue, Pivot Style Medium 6 and display   banded rows.

 

Display the Porcelains sheet.   Create a relationship between the PORCELAINS table using the Code field and the   CODES table using the Code field.

 

Create a blank PivotTable from   inside the PORCELAINS table. Add this data to the Data Model. Name the   worksheet Porcelain Pivot and name the PivotTable Porcelain   Values.

 

Display all tables in the   PivotTable Fields List task pane. Add the Description from the CODES table to   the Rows area and the Issue and Est. Value fields as Values from the   PORCELAIN table. Format the two value fields with Accounting number format   with zero decimal places.

 

Create a clustered column   PivotChart from the Porcelain Values PivotTable. Cut the PivotChart and paste   it in cell A7.

 

Add a chart title and type Porcelain   Values. Bold   the title. Change the value axis maximum bounds to $3,000.

 

Change the PivotChart height to 2.5 inches and the width to 3.7 inches.

 

Create a footer on all   worksheets (except Art) with your name in the left section, the sheet name   code in the center section, and the file name code in the right section.

 

Ensure that the worksheets are   correctly named and placed in the following order in the workbook: Subtotals,   Totals, Sold Out, Art, Summary, Porcelain Pivot, Porcelains.

 

Save and close Exp19_Excel_Ch05_HOEAssessment_FineArt.xlsx.   Exit Excel. Submit the file as directed


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