SMS221 Lecture Notes - Lecture 5: Pivot Table, Summary Statistics, Dialog Box

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greenmuskrat329

25 Jan 2019

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Objectives: explore a structured range of data, freeze rows and columns, plan and create an excel table, rename and format an excel table, add, edit, and delete records in an excel table, sort data. Objectives: create and modify a pivottable, apply pivottable styles and formatting, filter a pivottable, insert a slicer to filter a pivottable, insert a recommended pivot table, create a pivotchart. Freezing rows and columns: freezing a row or column keeps headings visible as you work with data in a large worksheet. Creating an excel table: saving time with excel tables. Sorting data: sorting using a custom list, a custom list indicates sequence to order data, two predefined custom sort lists. Month-of-the-year custom lists: can create a custom list to sort records in a sequence you define. Filtering data: filtering temporarily hides any records that do not meet specified criteria, after data is filtered, it can be, sorted, copied, formatted, charted, printed.

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EX16_XL_CH05_GRADER_CAP_AS - Travel Expenses 1.3

Project Description:

You are the manager of an information technology (IT) team. Your employees go to training workshops and national conferences to keep up-to-date in the field. You created a list of expenses by category for each employee for the last six months. Now you want to subtotal the data to review total costs by employee and then create a PivotTable to look at the data from different perspectives.

Instructions:

For the purpose of grading the project you are required to perform the following tasks:

Step	Instructions	Points Possible
1	Start Excel. Open the downloaded Excel file named exploring_e05_grader_a1_Expenses.xlsx. Save the workbook as exploring_e05_grader_a1_Expenses_LastFirst, replacing LastFirst with your own name.	0.000
2	On the Subtotals worksheet, sort the data by Employee and further sort by Category, both in alphabetical order.	4.000
3	Use the Subtotals feature to insert subtotal rows by Employee to calculate the total expense by employee.	5.000
4	Collapse the Donaldson and Hart sections to show only their totals. Leave the other employees’ individual rows displayed.	5.000
5	Use the Expenses worksheet to create a blank PivotTable on a new worksheet named Summary. Name the PivotTable Categories.	8.000
6	Use the Category and Expense fields, enabling Excel to determine where the fields go in the PivotTable.	5.000
7	Modify the Values field to determine the average expense by category. Change the custom name to Average Expense.	4.000
8	Format the Values field with Accounting number type.	3.000
9	Type Category in cell A3 and change the Grand Totals layout option to On for Rows Only.	5.000
10	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.	5.000
11	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.	5.000
12	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.	10.000
13	Change the name for the Expenses column to Totals and format the field with Accounting number format.	4.000
14	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.	10.000
15	Set 12.25 width for column B and column C, change the row height of row 3 to 30, and apply word wrap to cell C3.	4.000
16	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 Recommended Charts, and then click Clustered Column to make the chart.	10.000
17	Add a chart title above the chart and type Expenses by Employee. Change the chart style to Style 14.	6.000
18	Apply 11 pt font size to the value axis and display vertical axis as Accounting with zero decimal places.	4.000
19	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.	3.000
20	Ensure that the worksheets are correctly named and placed in the following order in the workbook: Subtotals, Summary, Chart, Totals, Expenses. Save the workbook. Close the workbook and then exit Excel. Submit the workbook as directed.	0.000
	Total Points	100.000

https://www.dropbox.com/s/m7falnl85tfazl9/Torres%20DaSilva_exploring_e05_grader_a1_Expenses.xlsx?dl=0

bronzeelk977

Multiple Choice

1. You have a large dataset that will print on several pages. You want to ensure that related records print on the same page with column and row labels visible and that confidential information is not printed. You should apply all of the following page setup options except which one to accomplish this task?

(a) Set a print area.

(b) Print titles.

(d) Change the print page order.

2. You are working with a large worksheet. Your row headings are in column A. Which command(s) should be used to see the row headings and the distant information in columns X, Y, and 2?

(a) Freeze Panes command

(b) Hide Rows command

(d) Split Rows command

3. Which statement is not a recommended guideline for designing and creating an Excel table?

(a) Avoid naming two fields with the same name.

(b) Ensure that no blank columns separate data columns within the table.

(c)-Leave one blank row between records in the table.

(d) Include field names on the first row of the table.

4. Which of the following characters are wildcards in Excel? (Check all that apply.)

(a) *

(b) #

(e) ?

(d) $

5. What should you do to ensure that records in a table are unique?

(a) Do nothing; a logical reason probably exist to keep identical records.

(b) Use the remove duplicates command.

(d) Find the duplicate records and change some of the data to be different

6. Which Conditional Formatting rule is best suited to apply formatting to the top five values in a range of values?

(a) Above Average

(b) Greater Than

(c). Top 10 Items

(d) Between

7. Which date filter option enables you to restrict the view to only dates that occur in March of 2018?

(a) Equals

(b) Before

(d) Between

8. Which of the following is an unqualified structured reference?

(a) =[Purchase_Price]-[Down Payment]

(b) =Sales[Purchase_Price]-Sales[Down_Payment]

(d) =[Sales]Purchase_Price [Sales]Down_Payment

9. Which of the following is not an aggregate function that can be applied in a total row?

(a) MAX

(b) AVERAGE

(d) VLOOKUP

10. If you would like to set a conditional formatting rule based on the function=AND(G6"Finance". H7<7000), which formatting rule type is needed?

(a) Format all cells based on their values

(b) Format only cells that contain

(d) Format only values that are above or below average

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SMS221 Lecture Notes - Lecture 5: Pivot Table, Summary Statistics, Dialog Box

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