Documentation: New Perspectives Excel 2013 Tutorial 1 Sam Pr

Documentationnew Perspectives Excel 2013tutorial 1 Sam Project 1aspri

Using the provided Excel file, update and format the worksheets according to specified instructions, such as modifying cell contents, applying borders, adjusting column widths and row heights, entering formulas, moving worksheets, and adding a new worksheet. Ensure the workbook is correctly renamed, ordered, and saved for submission as directed.

Paper For Above instruction

The task involves working with an Excel workbook designed to track and summarize the expenses of a sales team at Spring Software, using Microsoft Excel 2013. The instructions require detailed modifications to two existing worksheets, "Expenses Detail" and "Expenses by Salesperson," as well as the addition of a new worksheet. These steps aim to enhance data organization, formatting, and calculation accuracy, culminating in a properly structured and formatted financial report suitable for managerial review.

Introduction

Effective expense management is critical for any business aiming to control costs and improve profitability. Microsoft Excel, with its robust features, provides a valuable platform for recording, analyzing, and presenting expense data. This project simulates real-world accounting and reporting tasks, requiring attention to detail, proficiency in Excel functions, and understanding of financial data presentation techniques. The following steps outline the systematic approach to modifying a given expense report workbook, ensuring completeness, accuracy, and professional formatting in preparation for managerial review and presentation.

Modifying the Expenses Detail Worksheet

The first part of the task focuses on reorganizing and formatting the 'Expenses Detail' worksheet. The initial step involves cutting the contents from cells B1:B3 and pasting them into A1:A3 to better structure the header information. This change helps to align the data properly, making subsequent formatting and data analysis clearer. Adding outside borders around the header row (A5:D5) emphasizes the headers and improves visual clarity. Adjusting column C’s width to 16.00 ensures that data in that column is visible without unnecessary space, enhancing readability.

Next, editing the cell B6 to contain the value 125.24 updates the record with the correct expense amount associated with the salesperson or expense category. Entering specific values in B20:B25, as per provided data, populates the worksheet with detailed expense entries. To total these expenses, the user enters the word 'Total' into cell A26, formats the adjacent cells with borders, and uses the SUM function in B26 to calculate the total accumulated expenses from B6:B25. This approach ensures accurate, automatic calculation of total expenses for the period.

Utilizing the Flash Fill feature in Excel streamlines data entry by automatically populating expense category codes in column D, based on pattern recognition from the manually entered initial codes ('TCM' and 'KTT'). This method accelerates data entry and reduces errors. Zooming out to 90% provides a broader view of the worksheet, aiding in visual verification of formatting and data consistency.

Adjustments to the Expenses by Salesperson Worksheet

In the 'Expenses by Salesperson' worksheet, the first adjustment involves changing the page orientation to landscape to better accommodate the data presentation, especially for printing purposes. Modifying cell A2’s content to read 'Sales Team Expenses by Salesperson' clarifies the worksheet's purpose. Adjusting row 3 to a height of 15.00 ensures all header information displays properly and is visually balanced.

Further, editing cell A5 to label it as 'Salesperson' and adjusting column D’s width to 19.00 improve column titles and data visibility. Data entry in A6:A10 populates salespeople's names, matching the provided dataset, which supports subsequent expense calculations. To compute non-travel expenses in D6, a formula subtracting travel expenses (C6) from total expenses (B6) is entered, providing an immediate calculation that updates dynamically when data changes. Copying this formula down the column ensures consistency for all salespeople’s expense figures.

Removing the outdated text in cell A12 streamlines the worksheet, while wrapping text in cell A13 guarantees long descriptions or notes display correctly. Increasing zoom to 110% enhances on-screen readability temporarily for review purposes.

Reordering and Expanding the Workbook

The worksheet's arrangement concludes by moving the 'Expenses Detail' worksheet to the immediate left of 'Expenses by Salesperson' to ensure logical data flow and visual coherence. Additionally, inserting a new worksheet titled 'Expenses by Category' at the end of the workbook expands the report to include expense categorization, such as travel, supplies, and vendor expenses, allowing for more detailed analysis and reporting.

After completing these modifications, the workbook is saved with the specified naming convention, ensuring it is ready for submission. Verifying that all adjustments conform to the instructions guarantees the professional quality of the financial report prepared for management review.

Conclusion

This project demonstrates essential Excel skills such as cell manipulation, formula application, data formatting, worksheet management, and data organization—all vital in professional financial reporting. Proper execution results in a clear, accurate, and visually organized expense report that facilitates expense tracking and managerial decision-making. Mastery of these techniques enhances overall proficiency in financial data handling, critical for both academic and real-world accounting and finance roles.

References

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