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Excel #C PDF

The document provides instructions for analyzing customer order data from a Confection.xlsx file. The instructions include creating charts and tables, formatting cells, sorting and filtering data, fixing errors, adding headers/footers, and arranging worksheets. The goal is to help Georgia analyze customer orders in different ways through Excel functions like conditional formatting, sorting, filtering, pivot tables, and charts.

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Dinesh Kumar
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119 views

Excel #C PDF

The document provides instructions for analyzing customer order data from a Confection.xlsx file. The instructions include creating charts and tables, formatting cells, sorting and filtering data, fixing errors, adding headers/footers, and arranging worksheets. The goal is to help Georgia analyze customer orders in different ways through Excel functions like conditional formatting, sorting, filtering, pivot tables, and charts.

Uploaded by

Dinesh Kumar
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
You are on page 1/ 3

Software Integration

Excel Assignment #C
Georgia needs help in analyzing her customer data, in several different ways. Complete the
following:
Replace “username” with your username (used to login to college computer).

1. Open the file Confection.xlsx, then save the workbook as


username_Confection Connection in the location specified by your professor.
2. In the Documentation sheet, enter your name and the date on which you began this
assignment.
3. In the Charts worksheet, create a 2-D Clustered Column chart, to compare the Order
Amount by Customers. Position the chart to the right of the data you are charting.
Resize the chart to cover the area from F:L.
There are screenshots on the last page of this document, to give you an idea of how the charts
are expected to look.
4. Format the column chart by making the following changes:
a) Change the chart title to Customer Orders and change its font size to 18 points
b) Chart area – choose a light gold colour / Plot area – white / Data series – a
purple colour from the last column in the theme colour section
c) Change the axis scale to show in increments of 25,000, Accounting, with zero
decimal places.
5. In the Charts worksheet, create a 2-D pie chart, to compare the contributions of the Net
Amount for each destination. Position the chart to the right of the data you are
charting. Resize the chart to cover the area from F:L.
6. Format the pie chart by making the following changes:
a) Remove the chart title
b) Chart area – light gold colour to match the column chart
c) Reposition the legend to the left of the chart area
d) Add data labels to show the percentage of each pie slice. Format the numbers to
show 1 decimal place
e) Draw attention to the 'Alpena' slice, by dragging it partially away from the pie
centre. This is different than the exploded pie view, where all the pieces are
moved away from the pie centre.
7. ** There is a problem in the Filtered Amt worksheet **
Georgia wants to see only the invoices whose order amounts are less than $500, as well
as those with order amounts greater than $5000. She has applied a filter in the Filtered
Amt worksheet, but it's not showing the correct results. Review this worksheet and fix
the problem.
8. In the Orders worksheet, create an Excel table, and then rename the table as tblOrders.

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Software Integration

9. In the tblOrders table, format the Order Amount, Discount, and Net Amount columns so
that it is clear that these fields contain dollars. Display 2 decimal places.
10. Change the tblOrders table style to a purple style of your choice.
11. Make a copy of the Orders worksheet, and then rename the copied worksheet as Sort.
On the Sort worksheet, sort the data in ascending order by Destination, then in
ascending order by Customer Type, and then in descending order by Net Amount.
12. Using conditional formatting (use a format which makes the cells clearly stand out from
the rest), highlight all orders in the sorted table where the Discount is greater than
$150.
13. Make a copy of the Orders worksheet, and then rename the copied worksheet as
Filter_Total. Filter the table in this sheet to display all orders with an order date in
April 2017 that include a discount.
14. Insert a table Totals row that calculates the sums for the Order Amount, Discount, and
Net Amount columns for the filtered data.
15. ** There is a problem in the Cust Type Subtotal worksheet **
In the Cust Type Subtotal worksheet, Georgia wants to show the sum subtotals of the
Order Amount for each Customer Type. However, it did not work as expected. Fix this
report so it shows only one subtotal for each customer type.
16. Using the Subtotal tools, insert a count of how many orders there are for each customer
type. This is in addition to the subtotals already in the worksheet. After completing this
step, you will be able to see how many orders there are for each customer type, as well
as the Order Amount totals for each customer type. Switch to show Level 3 display.
17. Create a PivotTable based on the table in the Orders worksheet. Place it in a new
worksheet. Rename the worksheet as PivotTable.
18. Display the average Order Amount by ‘Customer Type’ and ‘Destination’. Do not use the
Columns section of the PivotTable pane. Format the Average Order field as Accounting.
Change the label above the average orders to Average Order. Apply the PivotTable style
that best matches the tblOrders table.
19. In the same PivotTable, use the Order Amount for the second time, and set it to show
the number (Count) of Order Amount. Change the label above the count of orders to
Number.
20. Use a slicer to filter the PivotTable to remove the Seniors customer type from the
PivotTable. Resize the slicer and place it beside the PivotTable. Format the slicer to
match the PivotTable style.
21. Create another PivotTable, based on the table in the Orders worksheet. Place it in a new
worksheet. Rename the worksheet as Amt by Customer.
22. Set this to show the total ‘Order Amount’ by ‘Customer’. Apply the PivotTable style that
best matches the tblOrders table. Format the ‘Order Amount’ field as Accounting.

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Software Integration

23. Based on the PivotTable in the Order Amt by Customer worksheet, create a PivotChart
using the 3-D Clustered Column chart type. Format the Pivot Chart as follows:
a) Move the PivotChart so its top is in row 3. Increase the size of the chart, so it is
easier to see the details
b) Change the chart title to Orders by Customer
c) Change the vertical axis to display to show zero decimal places
d) Make sure the fill colour of the bars is a colour that matches the style in the
PivotTable
e) Remove the chart legend.
24. Filter the PivotChart to remove the Dream Puffs and You Deli.
25. In the ‘Orders’ worksheet:
a) Add your name in the right section of the footer and insert the sheet name
element in the left section of the footer
b) Repeat the first row of the worksheet on every printed page
c) Use Print Preview to confirm that the header/footer is set properly. Do not print.

26. Arrange the worksheets in this order:


1) Documentation 6) Filter_Total
2) Orders 7) Charts
3) PivotTable 8) Filtered Amt
4) Amt by Customer 9) Cust Type Subtotal
5) Sort
27. Save the workbook, and then close it.

Total points - 50

Screenshots of PivotTables, Charts for this assignment.


These images have been intentionally blurred.

Charts Charts

PivotTable Amt by Customer

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