Grader Instructions Excel 2019 Project Excel 4e Concessions

Grader Instructionsexcel 2019 Projectexcel 4e Concessionsproject De

Perform the following steps to help Lindsay Johnson, the Director of Parks and Recreation, create and modify a PivotTable and PivotChart report to analyze revenue from park concessions such as food, boat rentals, and golf fees. Open the provided Excel file "Student_Excel_4E_Concessions.xlsx" and follow the instructions to create and customize PivotTables, slicers, and charts, arrange worksheets, apply formatting, and prepare the document for presentation and submission, including setting print options, headers/footers, and document properties.

Sample Paper For Above instruction

The objective of this project is to utilize advanced Excel features, including PivotTables, PivotCharts, slicers, worksheet management, and formatting to generate a comprehensive analysis report of park concessions revenue for the third quarter. The task requires a systematic approach, starting from data analysis to presentation formatting, ensuring clarity, accuracy, and professional appearance suitable for managerial review.

Initially, the process involves opening the provided dataset "Student_Excel_4E_Concessions.xlsx." Using this data, a sum-based PivotTable will be created, showing total revenue ("Amount") categorized by "Park" and "Item," with "Month" added to the rows and "Item" in the columns. The pivot's fields are then filtered dynamically using slicers, which allow filtering by specific parks and items such as golf fees, enhancing the interactivity of the report. Slicers will be styled with specified color schemes and positioned to the right of the PivotTable for readability.

Filtering the data to focus on Memorial Park and Golf Fees enables targeted analysis. The number formatting of the PivotTable will be modified to display zeros decimal places and include thousands separators, providing a clean, professional appearance. The slicers will then be repositioned precisely for visual alignment with corresponding cells, ensuring an organized layout.

Next, a copy of the worksheet will be made to create a variant called "Memorial Golf Fees." This sheet will include a footer with the file name, set the page orientation to landscape, and adjust the page width to fit one page, with horizontal centering for print readiness. The original sheet will be renamed "Concessions Revenue" after clearing filters and removing slicers.

On the "Concessions Revenue" sheet, a title will be added in cell A1, styled with the "Title" cell style to clearly identify the report. The Month field will be removed from the PivotTable to display grand totals for each park and item, providing a summarized view. Subsequently, a PivotChart will be inserted using a stacked column type, formatted with specified layout and style options, and moved to a new sheet named "Concessions Chart." The chart will feature a custom title, hide all field buttons for a cleaner look, and have its layout customized for visual clarity.

The chart will be further refined by hiding unnecessary elements and ensuring consistency in formatting. The "Concessions Revenue" sheet's view will be restored, and its footer will be updated with the file name. Print settings will be adjusted similarly—orientation to landscape, fit to one page width, and horizontal centering—to ensure the report is print-ready.

Finally, document properties such as tags ("concession revenue") and subject (your course name and section number) will be added to embed metadata within the workbook. The completed Excel file will then be saved and closed, ready for submission and grading.

References

  • Microsoft. (2021). Create and Use PivotTables. Retrieved from https://support.microsoft.com
  • Microsoft. (2021). Create and Modify PivotCharts. Retrieved from https://support.microsoft.com
  • Sharma, S. (2020). Mastering Excel PivotTables and PivotCharts. Wiley Publishing.
  • Gaskins, R. (2019). Excel for Data Analysis: Advanced Techniques. Packt Publishing.
  • Walkenbach, J. (2019). Excel 2019 Bible. Wiley Publishing.
  • Chapman, A. (2018). The Excel Data Analysis: Your visual blueprint for analyzing data, charts, and PivotTables. Wiley Publishing.
  • Excel Campus. (2022). PivotTable and PivotChart Tips & Tricks. Available at https://www.excelcampus.com
  • Levin, T. (2020). Professional Excel Development. Microsoft Press.
  • Johnson, M. (2022). Effective Data Visualization in Excel. Academic Press.
  • Francois, P. (2021). Advanced Excel Techniques for Data Analysis. Routledge.

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