Excel Project

The project must be done in a single Excel 2013 workbook.

Purpose: This assignment will utilize multiple worksheets to enter data then sort, filter

the data into a worksheet(s) that provides useful information to management. General concepts that are included in this assignment are: basic formulas & functions, copy / paste, absolute references, sorting / filtering of data and the use of charts/graphs to provide visual interpretation of information. Student will demonstrate the ability to develop a workbook that is professional in appearance and easily understandable to other users.

The workbook that you create should be professional in appearance, be easily understandable to other employees, utilize cell references whenever possible and be completely flexible with the ability to alter any constant in a single cell.

Your Assignment:

Mr. Donald, President and Chief Executive Officer of Campus Student Tours Inc. recently hired you as the new budget analyst for his company. As your first duty, he has asked you to prepare an Excel workbook that can be used to tract sales / revenues, make sales forecasts and track employee commissions.

The workbook that you create should be professional in appearance, be easily understandable to other employees, and utilize cell references whenever possible

At a minimum, you should have separate worksheet for listing the products / prices / commission rates, an individual worksheet for each individual region and a single summary sheet for Mr. Donald to review. (You may elect to have more worksheets in order to improve overall appearance, usability and understandability of your workbook.)

The summary worksheet (s) should provide the following information:

 Total annual sales revenue to date for the company

 Total annual sales revenue to date per region

 Total annual sales per tour to date

 Total annual sales per tour per region to date

 Total annual commissions paid to date

 Total annual sales increase / decrease to date for the company

 Total annual sales revenue increase / decrease to date for each region

 The “top” five salespersons in the company should be ranked according their

% of sales increase from last year.

 The “top” five salespersons in the company should be ranked according to

their total revenue increase from last year.

There should be a minimum of three charts / graphs that provide “relevant”

information. Examples would be comparing current revenues to last year, sales of the

various products and / or comparison of sales / commissions for each region or

salesperson.

 Each chart should appear on a separate worksheet.

 The charts should include an example of a bar / column, line and pie chart.

You should use the “subtotals” and “name” commands in the worksheet when

appropriate.