Shelly Cashman Excel 365/2021 | Module 8: End of Module Project 1

Barasch & Company

ANALYZE DATA WITH CHARTS AND PIVOTTABLES

PROJECT STEPS
1. Sonia Montero is a sales manager for Barasch & Company, an insurance agency with
three offices in Wichita, Kansas. She is using an Excel workbook to analyze the agency's
financial performance, and asks for your help in creating advanced types of charts and
PivotTables to provide an overview of policy sales.

Go to the Policies Sold worksheet, which summarizes the number of insurance policies
sold from 2019 to 2024. Sonia wants to illustrate the trend in the data and forecast
policy sales for the next two years.
Create a Scatter chart based on the range B2:H3. Add a Linear Forecast trendline to the
chart to project sales to 2026. Resize and position the chart so that it covers the range
B4:H18.

2. Go to the Sales Table worksheet, which contains a table named Policies with details
about insurance policies sold in 2023 and 2024. Sonia wants to display the amount of
revenue by branch.
Insert the Sum of Revenue 2024 by Branch (+) recommended PivotTable. [Mac hint -
Insert a PivotTable based on the Policies table on a new worksheet. Add the Branch and
Agent ID fields as rows, and the Revenue 2024 field as the values.] Use Revenue by
Branch as the name of the new worksheet. Apply the Coral, Pivot Style Medium 12 style
to the PivotTable. Remove the Agent ID field from the Rows area. Add the Revenue
2023 field as the first field in the Values area. Change the number format of the two
value fields to Currency with 0 decimal places and the $ symbol. Use 2023 Revenue as
the column heading in cell B3, and use 2024 Revenue as the column heading in cell
C3.

3. Sonia wants to include the average revenue in the PivotTable.

Add a calculated field to the PivotTable named Average Revenue that adds the
Revenue 2023 and the Revenue 2024 field values and then divides the result by 2. Use
Average 2023-2024 as the column label in cell D3.

4. Sonia also wants to display the revenue by branch data as a chart.

Insert a Combo PivotChart based on the new PivotTable. Display the 2023 Revenue and
the 2024 Revenue data as a Clustered Column chart and the Average 2023-2024 data
as a Line chart. Include a secondary axis for the Average 2023-2024 data.

5. Format the PivotChart to make it easier to interpret and to coordinate it with the
PivotTable.
Display the legend at the bottom of the chart, and then hide the Field List and all the
field buttons to remove clutter from the worksheet. Change the maximum bounds for
the value axis on the left to 9,000,000. Change the PivotChart colors to Monochromatic
Palette 4. Resize and position the PivotChart so that it covers the range A9:D24.

6. Sonia asks you to provide a quick way to filter the PivotTable and PivotChart by policy
type.
Add a slicer based on the Policy Type field, and then apply the Coral, Slicer Style Light 4.
Display the slicer buttons in two columns, and then move and resize the slicer so that
the upper-left corner is in cell E3 and the lower-right corner is in cell G8. Use the slicer
to filter the PivotTable and PivotChart to display Auto, Home, and Life policies.
 7. Sonia also wants to insert a PivotTable that includes other policy information so that she
can analyze the sales of life insurance policies in 2024.
Return to the Sales Table worksheet, and then create a PivotTable based on the Policies
table. Place the PivotTable on a new worksheet, using Policies by Type as the
worksheet name. Make sure the 'Add this data to the Data Model' checkbox is
unchecked. [Mac hint: There is no checkbox, so Mac users can ignore this.] Display the
policy types and then the agent IDs as the row headings, the branch offices as the
column headings, the policies sold in 2024 as the values, and the years of experience as
the filter.

8. Sonia wants to improve the appearance of the PivotTable and focus on policies sold by
agents with 10 or more years of experience.
Change the layout of the PivotTable to the Outline form to separate the policy types
from the agent IDs. Hide the field headers to streamline the design of the PivotTable.
Display the subtotals at the bottom of each group, and then filter the PivotTable to show
the policies sold by agents with 10 or more years of experience.

9. Sonia wants to know more details about the policies sold by the top-selling agent.
Drill down into the Auto policies sold in the Downtown branch by agent BC-1283 (cell
D6). Use Top Agent as the name of the new worksheet.

10. Return to the Sales Table worksheet. Sonia wants to compare the average revenue
generated by insurance agents based on their years of experience.
Insert a PivotTable and PivotChart on a new worksheet, using Average Revenue as the
worksheet name. Make sure the 'Add this data to the Data Model' checkbox is
unchecked. [Mac hint: There is no checkbox, so Mac users can ignore this.] With the
blank PivotChart selected, add the Years Experience field to the Axis (Categories) area,
Revenue 2023 as the first Values field, and Revenue 2024 as the second Values field.
Change the value field settings of both value fields to display averages, using the
Currency number format with 2 decimal places and the $ symbol. Change the PivotChart
layout to Layout 3, and use Revenue by Years of Experience as the chart title. Move
and resize the PivotChart so that its upper-left corner is in cell A9 and its lower-right
corner is in cell C24.

11. Return to the Sales Table worksheet. Sonia asks you to create a chart comparing the
number of policies sold in 2024 to the three categories of experience for each agent.
She wants to find the median policies sold in 2024 by experience and any sales totals
that are outliers in each category.
Create a Box and Whisker chart based on the Years Experience data (range D2:D40)
and the Policies 2024 data (range G2:G40). Move the chart to a new worksheet and use
2024 Policies by Experience as the name of the worksheet. Use 2024 Policies Sold
by Agent Experience as the chart title. Format the data series to show the inner points
so that the data values appear as dots on the chart, and then apply the default gradient
fill to make the dots easier to see.

Your workbook should look like the Final Figures on the following pages. Save your changes,
close the workbook, and then exit Excel. Follow the directions on the Canvas course page to
submit your completed project.
Final Figure 1: Policies Sold Worksheet
Final Figure 2: Revenue by Branch Worksheet
Final Figure 3: Top Agent Worksheet
Final Figure 4: Policies by Type Worksheet
Final Figure 5: Average Revenue Worksheet
Final Figure 6: 2024 Policies by Experience Worksheet

Final Figure 7: Sales Table Worksheet