New Perspectives Excel 2019 | Module 4: SAM Project 1b Stuarts Bank Analyze and chart financial data GETTING STARTED Open the file NP_EX19_4b_FirstLastName_1

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New Perspectives Excel 2019 | Module 4: SAM Project 1b

Stuarts Bank

Analyze and chart financial data

GETTING STARTED

• Open the file NP_EX19_4b_FirstLastName_1.xlsx, available for download from the SAM website.
• Save the file as NP_EX19_4b_FirstLastName_2.xlsx by changing the “1” to a “2”.
  • If you do not see the .xlsx file extension in the Save As dialog box, do not type it. The program will add the file extension for you automatically.
• With the file NP_EX19_4b_FirstLastName_2.xlsx still open, ensure that your first and last name is displayed in cell B6 of the Documentation sheet.
  • If cell B6 does not display your name, delete the file and download a new copy from the SAM website.

• PROJECT STEPS

1. Kayla Rowe is an investment banker at Stuarts Bank in New York City. She is working with a software company called Caretaker Mobile Apps, which is developing an app that detects and manages smart devices in a customer's home. To help Caretaker Mobile Apps secure funding for its new product, Kayla is using an Excel workbook to analyze their expenses and funding options and to create charts that illustrate the analysis.
   
   Switch to the Current Expenses worksheet. In the range E5:E9, add Conditional Formatting to compare the Quarter 4 expenses using Gradient Fill Blue Data Bars.
2. In the range F5:F10, add Line sparklines based on the data in the range B5:E10 to compare each category of expense and total expenses from Quarter 1 to Quarter 4.
3. Apply the Red, Accent 6 (10th column, 1st row in the Theme Colors palette) sparkline color to the sparklines to contrast with the data in the worksheet.
4. Kayla created a pie chart comparing how each type of expense relates to the total expenses in Quarter 1. Modify the pie chart in the range G4:O22 as follows to make it more meaningful:
   1. Enter Quarter 1 Expenses as the chart title.
   2. Change the data labels to include the Category Name, and position the labels in the Inside End location to clarify what each piece represents.
   3. Remove the Legend from the chart because it now repeats information in the data labels.
5. Kayla also wants to compare how each type of expense relates to the total expenses in Quarter 4. Create a chart as follows to compare the expenses:
   1. Create a 2-D Pie chart based on data in the nonadjacent ranges A5:A9 and E5:E9.
   2. Resize and reposition the chart so that the upper-left corner is located within cell G23 and the lower-right corner is located within cell O39, then left-align the chart with the pie chart above it in the range G4:O22.
6. Customize the new pie chart in the range G23:O39 as follows to clarify its purpose and match the format of the other pie chart:
   1. Enter Quarter 4 Expenses as the chart title.
   2. Apply Style 11 to the chart.
7. Kayla also wants to compare the five types of expenses in each quarter. Create a chart as follows to provide this information:
   1. Create a Stacked Bar chart based on the data in the range A4:E9.
   2. Resize and reposition the chart so that the upper-left corner is located within cell A11 and the lower-right corner is located within cell F28.
8. Customize the stacked bar chart in the range A11:F28 as follows to make it easier to interpret:
   1. Enter Expenses per Quarter as the chart title.
   2. Change the Maximum value to $1,400,000 on the horizontal axis.
   3. Apply a shape fill of Indigo, Text 2, Lighter 80% (4th column, 2nd row in the Theme Colors palette) to the chart area to contrast with the other charts in the worksheet.
9. Kayla wants the Projected Expenses 2022 – 2025 combo chart to appear on a different worksheet. Move the chart as follows:
   1. Move the combo chart in the range A35:F62 to the Projected Expenses worksheet.
   2. Resize and reposition the chart so that the upper-left corner is located within cell A12 and the lower-right corner is located within cell J35.
10. Customize the combo chart as follows to clarify its data:
    1. Apply the Monochromatic Palette 3 color scheme to the chart.
    2. Add a secondary axis for the Total series. [Mac Hint: Select the Total series and use the format pane to add the axis.]
    3. Add Vertical Axis Titles to the chart, using Expenses per Category as the Left Vertical Axis Title and Total Expenses as the Right Vertical Axis Title. Finally, delete the horizontal axis title placeholder because that axis clearly represents years.
11. Kayla wants to compare three options for Caretaker Mobile Apps to borrow $725,000 to fund the development of their new product. Switch to the Funding worksheet. She has already entered formulas in the range B11:D12 to calculate the quarterly and annual payments for each option.
    
    In the range E11:E12, add Column sparklines using the data in the range B11:D12. Ungroup the sparklines, and then change the vertical axis maximum value to -16000 for cell E11 and to -60000 for cell E12.
12. Kayla wants a clustered column chart comparing the costs of the funding options.
    1. Create a Clustered Column chart based on the values in the range A11:D12.
    2. Resize and reposition the chart so that the upper-left corner is located within cell A13 and the lower-right corner is located within cell D30.
13. Customize the chart in the range A13:D30 as follows:
    1. Enter Funding Options Comparison as the chart title.
    2. Add a Data Table With Legend Keys to the chart.
    3. Apply a 1½ point border to the chart area, and then change the border color to Blue, Accent 4 (8th column, 1st row of the Theme Colors palette).

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 SAM website to submit your completed project.

Final Figure 1: Current Expenses Worksheet

Final Figure 2: Projected Expenses Worksheet

Final Figure 3: Funding Worksheet