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Excel Project #1

Excel Project #1

Instructions

From the Assignments tab (not the link that appears in Activities), click on the assignment name (Excel Project #1) and download the two attached files.The first file contains the instructions for completing the project. The second file contains that data that you must use to complete the project.

Excel Project 1 – MS Excel

Use the project description HERE to complete this activity (all the details are included in this document). For a review of the complete rubric used in grading this exercise, click on the Assignments tab, then on the title “Excel Project 1.” Click on Show Rubrics if the rubric is not already displayed.

Summary

Create a Microsoft Excel workbook with four worksheets that provides extensive use of Excel capabilities including charting, and written analysis and recommendations in support of a business enterprise.

A large rental car company has two metropolitan locations, one at the airport and another centrally located in downtown. It has been operating since 2015 and each location summarizes its car rental revenue
quarterly. Both locations rent two classes of cars: economy and premium. Rental revenue is maintained separately for the two classes of rental vehicles.

The data for this case resides in the file rentalcars.txt and can be downloaded by clicking on the Assignments tab, then on the data file name. It is a text file (with the file type .txt).

Do not create your own data. You must use the data provided and only the data provided.
Default Formatting. All labels, text, and numbers will be Arial 10, There will be $ and comma and

decimal point variations for numeric data, but Arial 10 will be the default font and font size.

Tutorials

Note: Tutorials that address activities used in this project have been assigned in Week 1, 2 and 3.

Step

Requirement

Points Allocated

Comments

1

Open Excel and save a blank workbook with the following name:

  1. “Student’s First InitialLast Name Excel Project 1” Example: JSmith Excel Project 1.
  2. Set Page Layout Orientation to Landscape.

0.2

Use Print Preview to review how the first worksheet would print.

2

Change the name of the worksheet to Analysis by.

0.1

3

In the Analysis by worksheet:

  1. Beginning in Row 1, enter the four labels in column

    A (one label per row) in the following order:

    Name:, Class/Section:, Project:, Date Due:

  2. Place a blank row between each label. Please note

    the colon : after each label.

  3. Align the labels to the right side in the cells

It may be necessary to adjust the column width so the four labels are clearly visible.

0.3

Format for column A:

  • Arial 10 point
  • Normal font
  • Right-align all four

    labels in the cells

4

In the Analysis by worksheet with all entries in column C,

  1. Enter the appropriate values for your Name, Class and Section, Project, Date Due across from the

    appropriate label in column A.

  2. Use the formatting in the Comments column (to the

right).

0.2

Format for column C:

• Arial 10 point
• Bold
• Left-align all four

values in the cells

Step

Requirement

Points Allocated

Comments

It may be necessary to adjust the column width so the four labels are clearly visible.

5

  1. Create new worksheets:
    Data, Sorted, and Airport.
    Upon completion, there should be Analysis by as well as the three newly created worksheets.
  2. Delete any other worksheets.

0.2

6

If necessary, reorder the four worksheets so they are in the following order: Analysis by, Data, Sorted, Airport.

0.1

7

After clicking on the blank cell A1 (to select it) in the Data worksheet, import the text file rentalcars.txt into the Data worksheet. The data should begin in Column A, Row 1.

Though the intent is to import the text file into the Data worksheet, sometimes when text data is imported into a worksheet, a new worksheet is created. If this happens, delete the blank Data worksheet, and then rename the new worksheet which HAS the recently imported data as “Data.” It may be necessary to change Revenue data to Currency format ($ and comma (thousands separators)) with NO decimal points, and to change NumCars data to numerical format, with NO decimal points, but with the comma (thousands separator) because of the import operation.

This may or may not occur, but in case it does it needs to be corrected. Adjust all column widths so there is no data or column header truncation.

0.5

Format:

all data (field names, data text, and data numbers)

• Arial 10 point.

The field names should be in the top row of the worksheet with the data directly under it in rows. This action may not be necessary as this is part of the Excel table creation process. The data should begin in column A.

8

In the Data worksheet:

  1. Create an Excel table with the recently imported

    data.

  2. Pick a style with the styles group to format the table

    (choose a style that shows banded rows, i.e., rows

    that alternate between 2 colors).

  3. The style should highlight the field names in the first

    row.

  4. Ensure NO blank cells are part of the specified data

    range.

  5. Ensure the table has headers.
  6. Ensure that Header Row and Banded Rows are

    selected in the Table Style Options Group Box, but do NOT select a Total row.

0.6

Some adjustment may be necessary to column widths to ensure all field names and all data are readable (not truncated or obscured).

9

In the Data worksheet:

  1. Select the entire table (data and headers) using a

    mouse.

  2. Copy the table to the Sorted worksheet.
  3. The upper left-hand corner of the header/data

    in Sorted should be in cell A1.

  4. Adjust columns widths if necessary to ensure all data

and field names are readable.

0.4

Step

Requirement

Points Allocated

Comments

10

In the Sorted worksheet:

  1. Sort the data by location (ascending).
  2. (All cells with data in the table should be selected)

0.2

Ensure all the table is selected, NOT just the location column.

11

  1. Copy the entire table from the Sorted worksheet to the Airport worksheet. In the Airport worksheet, the field names should be in row 1 and the Year column should be in column A.
  2. Some column adjustments may be necessary so that the field names as well as the data is all legible.

0.2

Ensure all cells with data are selected.

12

In the Airport worksheet:

  1. Delete all the rows in the table where the data is for

    Downtown.

  2. The field names should remain at the top of the table.
  3. The remaining data should be for the Airport location.

0.3

13

In the Airport worksheet, using a custom sort:

  1. Sort all the data first by CarClass (Ascending),
  2. then by Year (Ascending),
  3. then by Quarter (Ascending).

0.3

Ensure that all cells with data have been selected before sorting. This sort is completed in a single step, not 3 separate steps.

14

In the Airport worksheet:

  1. Add a new column heading AvgRev for the column

    where the average revenue per car for each row will

    be calculated and displayed.

  2. Add a formula to calculate the AvgRev by dividing the

    contents of the Revenue cell by the contents of the

    NumCars cell for each data row in the table

  3. The AvgRev values format is currency (a $ and two

    decimal points). When you are clicking on cells to construct a formula, while you may be expecting to see (for example) E14 (cell clicked on) what may appear in the cell editor is @Revenue, a result of using an Excel table.

  4. Column adjustment may be needed to ensure both the title and the data is visible.
  5. Use the formatting instructions in the Comments.

0.5

The format of the table should be extended to the new column.

Format:

  • Arial 10 point
  • data values for

    AvgRev are Currency Format (using the Format Cells option). A typical AvgRev value could be $123.45, for instance.

15

In the Airport worksheet:

  1. Create a range named AE that includes every

    AvgRev value for Economy cars.

  2. Create a range named AP that includes every

    AvgRev value for Premium cars.

0.4

AE stands for Airport Economy, AP stands for Airport Premium.

16

In the Airport worksheet:

  1. In column A, in the third row below the final row of the

    data,

  2. Create a label called Average Quarterly Revenue

    per Economy Car (Airport).

  3. Use the formatting instructions in the Comments.

0.3

Format:

• Arial 10 point • Bold

17

In the Airport worksheet:

  1. In the first fully visible cell to the right of the label,
  2. Calculate the Average Quarterly Revenue per

0.5

Format:
• Arial 10 point

Step

Requirement

Points Allocated

Comments

c. d.

e.

Economy Car (Airport)
Use the average function and the named range AE.

Ensure the Average is Currency format with two decimal places
No credit will be awarded if anything other than the named range AE is used in the function to calculate the average.

• Normal
• Currency ($ and two

decimal places).

18

In the Airport worksheet:

  1. in column A in the fourth row below the final row of

    the data,

  2. create a label called Average Quarterly Revenue

    per Premium Car (Airport).

  3. Use the formatting instructions in the Comments.

0.3

Format:

• Arial 10 point • Bold

19

In the Airport worksheet:

  1. In the first fully visible cell to the right of the label,
  2. Calculate the Average Quarterly Revenue per

    Premium Car (Airport)

  3. Use the average function and the named range AP.
  4. Ensure the Average is Currency format with two

    decimal places

  5. No credit will be awarded if anything other than the

    named range AP is used in the function to calculate the average.

0.5

Format:

• Arial 10 point
• Normal
• Currency ($ and two

decimal places).

20

In the Airport worksheet:

  1. Create a column or bar type of chart that clearly

    shows the average revenue for Economy (carclass)

    vehicles for the four 2015 quarters.

  2. Provide an internal chart title that explains what is

    portrayed on the chart.

  3. Place the chart to the right of the data and aligned

    with the top of the worksheet.

0.75

You will have four bars in your chart, one for each quarter. Each bar represents the average revenue per economy car in a quarter – airport location only.

21

In the Airport worksheet:

  1. Create a column or bar type of chart that clearly

    shows the average revenue for Premium (carclass)

    vehicles for the four 2015 quarters.

  2. Provide an internal chart title that explains what is

    portrayed on the chart. The two chart titles should be very similar (except for the text difference in carclasses).

  3. Place the chart left-aligned with the first chart and two or three rows below the first chart.

0.75

You will have four bars in your chart, one for each quarter. Each bar represents the average revenue per economy car in a quarter – airport location only.

For the questions below, present your answers in a very readable format under the data. You can type your answer in one cell (in Column A), then highlight and select several rows and columns, selecting merge cells and selecting Wrap Text. Do NOT widen the columns as this will adversely impact the appearance of the data above. You will want to change the text from Center to Left justification. Play with this a bit. If you simply type your answer on a single line in Column A, that will also be ok. But be sure the entire answer can be read without the reader having to change any formatting.

22

Question1: Based on the two charts, is there a trend that is shared between the Economy and Premium average revenue per car? Along with the yes or no

1.2

Format:
• Arial 10 point

Step

Requirement

Points Allocated

Comments

explain why there is or why there is not a trend.

  1. Label your response Question 1. Answer this question in 2 to 3 sentences after the Average revenue per premium car (airport). DO NOT change your spreadsheet. Just respond to the question. (0.8)
  2. Readability, format and location (0.2)
  3. No errors in grammar or spelling (0.2)

• Normal/Black
• Left-align text in the

cell

23

Question 2: If you had to combine both charts
into one chart, but using a different type of
chart, which type of chart would you use and why would you use it?

1.2

Format:

• Arial 10 point
• Normal/Black
• Left-align text in the

cell

  1. Label your response Question 2. Answer this question in 2 to 3 sentences in a new row under your response to Question 1. DO NOT change your spreadsheet. Just respond to the question. (0.8)
  2. Readability, format and location (0.2)
  3. No errors in grammar or spelling (0.2)

Total Points

10





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