New Perspectives Excel 2013  Tutorial 5: SAM Project 1a Spring Software WORKING WITH TABLES, PIVOTTABLES, AND PIVOTCHARTS 1

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New Perspectives Excel 2013  Tutorial 5: SAM Project 1a

Spring Software

WORKING WITH TABLES, PIVOTTABLES, AND PIVOTCHARTS

1. 

Go to the Cambridge worksheet. Unfreeze the top rows of the worksheet.

2. 

Sort the data in the CambridgePayroll table first in ascending order by

the Status field and then in the ascending order by the LastName field.

3. Insert a Total Row in the CambridgePayroll table. (Hint: The Total Row

should automatically total the values in the 2016 field.) Use the Total

Row to calculate the total of the values in both the 2014 and 2015 fields.

4. Create a PivotTable based on CambridgePayroll table in a new worksheet

titled Cambridge PivotTable. Update the PivotTable as described below so

that it matches Figure 1 on the following page.

a. Add the Status field and the LastName field (in that order) to the

ROWS area.

b. Add the 2014, 2015, and 2016 fields (in that order) to the VALUES

area.

c. Update the Sum of 2014 field in the VALUES area to display the name

2014 Salaries with the Accounting Number format with 0 decimal places.

d. Update the Sum of 2015 field in the VALUES area to display the name

2015 Salaries with the Accounting Number format with 0 decimal places.

e. Update the Sum of 2016 field in the VALUES area to display the name

2016 Salaries with the Accounting Number format with 0 decimal places.

5. 

Go to the Waltham worksheet and complete the following steps.

a. Sort the table by the Status field in ascending order.

b. Convert the table to a normal range. (Tip: This option is only available

if you do not select the header rows.)

c. Insert subtotals into the range A3:G10, with the subtotals appearing at

each change in the Status column value.

d. The subtotals should use the SUM function and include subtotals for

the 2014, 2015, and 2016 fields. (Note: Make sure to check the summary

below data check box if it is not checked automatically.)

6. Go to the Nashua worksheet. Create an Excel table with headers based

on the range A3:G8. Rename the table NashuaPayroll and format the

table using the Table Style Medium 10 (3rd column, 2nd row in the

Medium Table Style section).

7. Add the following record as shown in bold in Table 1 of the Assignment

file to the end of the NashuaPayroll table.

8. Go to the Framingham worksheet and filter the FraminghamPayroll table

to show only those records with a Status field value of PT.

9. Delete the duplicate record for Mary Nichols from the FraminghamPayroll

table.

10. 

Go to the All Employees worksheet and freeze the top row of the All

Employees worksheet.

11. 

Use the Find command to find the record for employee Brianne Brown.

Edit the record by changing the 2016 field value to $34,000. Close the

Find and Replace dialog box.

12. 

Filter the table to show only records for employees who work part-time

(Hint: Status field equals “PT”) and who had a 2016 salary greater than

or equal to $30,000.

13. 

Switch to the Employees PivotTable worksheet. Refresh the PivotTable

data. (Hint: After refreshing the PivotTable, the Brown record in row 5

should now have a 2016 salary field value of $34,000.) Refer to Figure 2

in the Assignment File while completing Step 13.

14. Apply the Pivot Style Medium 10 PivotTable style to the PivotTable. Refer

to Figure 2 in the Assignment File while completing Step 14.

15.Update the Sum of 2014 field in the Values area to display the name

2014 Salaries with the Accounting Number format with 0 decimal places.

Refer to Figure 2 in the Assignment File while completing Step 15.

16. Create a Filter for the PivotTable by adding the Status field to the

FILTERS area. Filter the table so that only employees with a PT status are

visible. Refer to Figure 2 in the Assignment File while completing Step

16.

17. Create a Slicer that will filter the PivotTable based on the Office field

value. Resize the slicer so that it has a height of 1.75” and a width 1.5”.

Move the slicer so that its top-left corner appears in cell E3. Finally, use

the slicer to filter the PivotTable so that only employees from the

Cambridge office are visible. Refer to Figure 2 in the Assignment File

while completing Step 17.

18. Switch to the Office PivotTable worksheet. Refresh the PivotTable data.

Insert a PivotChart with the Clustered Column Chart type. Update the

PivotChart as described below to match Figure 3 on the following page.

a. Move and Resize the PivotChart so that the top-left corner is in cell E3

and the bottom- right corner is in cell P26.

b. Add the chart title Yearly Salaries by Office Location to the PivotChart

using the Above Chart option.

c. Use the Status axis field button to filter the PivotChart so that only the

salary of part-time employees at each office location appears in the

graph.