Exploring Microsoft Excel 2016, Session 3

This set of exercises mirrors the hands-on exercises throughout this chapter, following the same
steps as the textbook exercises but based on a different scenario. It may be useful for in-class
demonstration.
Business and Finance Occupations Outlook
You are a career counselor for the Department of Business at your local
community college. The college is having a career fair and you have been
asked to represent your assigned department and inform attendees about
forecasted job opportunities in the business and finance field.
In preparation, you researched growing business and finance positions in the
Occupational Outlook Handbook published by the Bureau of Labor Statistics
on the U.S. Department of Labor’s web site. In particular, you have listed
seven jobs along with the number of those jobs in 2014, the projected number
of jobs by 2024, the growth in percentage increase and number of jobs, and
the 2014 median pay. Your resulting research shows a 5%-30% increase in
business and finance-related jobs in that 10-year period. You want to create
several charts that depict the job growth so that you can better counsel the
students that attend the career fair. After you complete the charts, you can
use them in a variety of formats such as presentations, brochures, and press
releases.
Hands-On Exercise 1: Chart Basics
You have organized the data into a structured worksheet that contains the job titles, the number
of jobs in 2014, the projected number of jobs by 2024, and other data. Now you are ready to
transform the data into charts.

Steps:
1. Create a Clustered Column Chart
a. Open e03_script_data and save it as e03_script_LastFirst.
b. Select the range A5:D12.
c. Click Quick Analysis at the bottom-right corner of the selected range and click Charts.
d. Point to Stacked Column (the fourth thumbnail in the Charts gallery) to see a preview of
what the chart would look like and click Stacked Column.
e. Click Move Chart in the Location group.
f. Click New sheet, type Column Chart, and then click OK. Save the workbook.

2. Create a Bar Chart

a. Click the Outlook sheet tab, select the range A5:B12, press and hold Ctrl, and then select
the range D5:D12.
b. Click the Insert tab and click Insert Column or Bar Chart in the Charts group.
c. Click Clustered Bar in the 2-D Bar section to create a clustered bar chart.
d. Click Change Chart Type in the Type group on the Design tab.
e. Click Stacked Bar in the top center of the dialog box, click OK, and then save the
workbook.

3. Move and Size a Chart

a. Point to an empty part of the chart area.
b. Drag the chart so that the top-left corner of the chart appears in cell A16.
c. Click the Format tab, select the value in the Shape Height box, type 3.6, and then press
Enter.
d. Select the value in the Shape Width box, type 5.3, and then press Enter. Save the
workbook.
4. Create a Pie Chart
a. Select the range A6:A12, press and hold Ctrl, and then select the range D6:D12.
b. Click the Insert tab, click Insert Pie or Doughnut Chart in the Charts group, and then
select 3-D Pie in the 3-D Pie group on the gallery.
c. Click Move Chart in the Location group on the Design tab.
d. Click New sheet, type Pie Chart, and then click OK. Save the workbook.

5. Create a Combo Chart

a. Click the Outlook sheet tab, select the range A5:B12, press and hold Ctrl, and then select
the range D5:E12.
b. Click the Insert tab and click Insert Combo Chart in the Charts group.
c. Click the Clustered Column – Line on Secondary Axis thumbnail, which is the middle
thumbnail.
d. Click Move Chart in the Location group on the Design tab, click New sheet, type Combo
Chart, and then click OK. Save the workbook.
Hands-On Exercise 2: Chart Elements
You want to modify the business and finance jobs column, bar, and pie charts by adding some
chart elements. You will enter a descriptive title for each chart, add and format axis titles for the
bar chart, add and format data labels for the pie chart, and change the pie chart fill colors.

Steps:
1. Edit and Format Chart Titles
a. Open e03_script_solution.
b. Make sure the Combo Chart sheet is the active sheet, select the Chart Title placeholder,
type Number of New Business and Finance Jobs by 2024, and then press Enter.
c. Click the Home tab, click Bold, click the Font Color arrow, and then select Blue, Accent 1.
d. Click the Pie Chart sheet tab, select the Chart Title placeholder, type New Business and
Finance Jobs by 2024, and then press Enter.
e. Click the Home tab, click Bold, click the Font Size arrow and select 18, and then click the
Font Color arrow and select Blue, Accent 1.
f. Click the Column Chart sheet tab, select the Chart Title placeholder, type Number of
Business and Finance Jobs 2014 and 2024, and then press Enter. Click Bold, click the Font
Size arrow, and then select 18. Click the Font Color arrow and click Blue, Accent 1 font color
to the chart title.
g. Click the Outlook sheet tab, select the Chart Title placeholder, type Projected Number of
Jobs by 2024, and then press Enter.
h. Click Bold, click the Font Size arrow, and then select 14. Click the Font Color arrow and
click Dark Blue in the Standard Colors section. Save the workbook.

2. Add and Format Axis Titles and Format Axes

a. Ensure that the bar chart is selected in the Outlook worksheet and click Chart Elements to
the right of the chart.
b. Point to the Axis Titles, click the Axis Title arrow, and then click Primary Vertical check
box to select it. Close the menu.
c. Ensure that the Axis Title placeholder is selected, type Job Titles, and then press Enter.
d. Click Font Color to apply the default Dark Blue font color to the selected axis title.
e. Point to the horizontal axis. When you see the ScreenTip, Horizontal (Value) Axis, double-
click the values on the horizontal axis.
f. Click the Display Units arrow and select Thousands.
g. Click the Home tab, select the title Thousands, and then apply the Dark Blue font color in
the Font group. Close the Format Axis task pane. Save the workbook.
3. Add and Format Data Labels
a. Click the Pie Chart sheet tab and click Chart Elements.
b. Click the Data Labels arrow and select Center. Close the Chart Elements menu.
c. Right-click one of the data labels and select Format Data Labels to open the Format Data
Labels task pane.
d. Click Label Options, click the Percentage check box to select it, and then click the Value
check box to deselect it. Close the Format Data Labels task pane.
e. Change the font size to 18 to make the data labels larger. Save the workbook.

4. Format the Chart Area and a Data Point

a. Point to the chart area (the white space in the chart) and double-click when you see the
Chart Area ScreenTip.
b. Click the Fill & Line icon in the Format Chart Area task pane and click Fill.
c. Click Picture or texture fill, click the Texture arrow, and then click Blue tissue paper.
d. Click the 29% Blue, Accent 1 slice, pause, and then click the 29% Blue, Accent 1 slice
again to select just that data point (slice).
e. Complete the following steps to format the selected data point:
• Click the Fill & Line icon, click Solid fill, click the Color arrow, and then click Dark
Red in the Standard Colors section.
• Click the Series Options icon in the Format Data Point task pane and click the Point
Explosion increment to 5%.
f. Click the 4% Human Resource Specialists slice, click the Fill & Line icon in the Format Data
Point task pane, click Solid fill, click the Color arrow, and then click Green, Accent 6. Close
the Format Data Point task pane. Save the workbook.
Hands-On Exercise 3: Chart Design and Sparklines
Now that you have completed the pie chart, you would like to modify the bar chart and possibly
use a different chart style. In addition, you want to include sparklines to indicate trends for all
jobs between 2014 and 2024.
Steps:

1. Apply a Chart Style

a. Open e03_script_solution.
b. Click the Outlook sheet tab and click the bar chart to select it.
c. Click Chart Styles to the right of the chart.
d. Point to Style 9. When you see the ScreenTip that identifies Style 9, click Style 9. Click
Chart Styles to close the gallery. Save the workbook.

2. Apply Chart Filters

a. Click the Column Chart sheet tab and click Chart Filters on the right of the chart area.
b. Point to the various filter options to see a preview of the filtered data. Click the # of New
Jobs check box in the Series group to deselect it and click Apply at the bottom of the filter
window.
c. Click the Market Research Analysts check box to deselect the category, click the Human
Resource Specialists check box to deselect it, and then click Apply. Click Chart Filters to
close the menu. Save the workbook.

3. Insert and Customize Sparklines

a. Click the Outlook sheet tab, select cell D6, click the Insert arrow in the Cells group, and
then select Insert Sheet Columns.
b. Click the Insert tab and click Line in the Sparklines group.
c. Select the range B6:C12 to enter that range in the Data Range box.
d. Press Tab and select the range D6:D12 to enter that range in the Location Range box.
Click OK.
e. Click the Markers check box in the Show group to select it and click Sparkline Style Dark
#6 in the Style group.
f. Click Sparkline Color in the Style group and click Red in the Standard Colors section.
g. Click Axis in the Group group and click Same for All Sparklines in the Vertical Axis
Minimum Value Options section. Click Axis again and click Same for All Sparklines in the
Vertical Axis Maximum Value Options section.
h. Save and close the workbook.
Exploring Microsoft Excel 2016, Session 4
This set of exercises mirrors the hands-on exercises throughout this chapter, following the
same steps as the textbook exercises but based on a different scenario. It may be useful for in-
class demonstration.
Dream Home Furniture Store
The Dream Home Furniture Store is divided into four departments: Living
Room, Bedroom, Dining Room, and Home Office. All merchandise is
categorized into one of these four departments for inventory records and
sales. Dream Home employs four sales reps: Curtis Cole, Janice Tracy, Karen
Harmon, and Dylan Schafer. The sales system tracks which sales rep
processed each transaction.
You have been asked to analyze the sales data in order to increase future
profits. You were given the May 2018 data from the sales system in the form
of an Excel workbook. To avoid extraneous data that is not needed in the
analysis, you did not include customer names, accounts, or specific product
numbers. The downloaded file contains transaction numbers, dates, sales rep
names, departments, general merchandise description, total price, payment
type, transaction type, and the total price.
Hands-On Exercise 1: Large Datasets
You want to review the dataset that shows the May 2018 transactions for Dream Home
Furniture Store. You will view the data and modify some page setup options so that you can
print the necessary labels on each page.
Steps:
1. Freeze Rows and Columns
a. Open e04_script_data and save it as e04_script_solution.
b. Press Page Down four times to scroll through the May Totals dataset. Then press
Ctrl+Home to go back to the top of the worksheet.
c. Click the View tab, click Freeze Panes in the Window group, and then select Freeze Top
Row.
d. Press Page Down to scroll down through the worksheet.
e. Click Freeze Panes in the Window group and select Unfreeze Panes.
f. Click cell B6, the cell below the row and one column to the right of what you want to
freeze. Click Freeze Panes in the Window group and select Freeze Panes.
g. Press Ctrl+G, type Q112 in the Reference box of the Go To dialog box, and then click OK to
make cell Q112 the active cell. Save the workbook.
2. Display and Change Page Breaks
a. Press Ctrl+Home to move to cell B6, the first cell in the unfrozen area. Click the View tab
and click Page Break Preview in the Workbook Views group or on the status bar.
b. Scroll down until you see row 44 below the frozen column labels.
c. Click cell A45, the first cell containing 5/13/2018 data and the cell to start the top of the
second page.
d. Click the Page Layout tab, click Breaks in the Page Setup group, and then select Insert
Page Break.
e. Click cell A89, click Breaks in the Page Setup group, and then select Insert Page Break.
Save the workbook.
3. Set and Clear a Print Area
a. Select the range E5:J11, the range of data for May 1, 2018.
b. Click the Page Layout tab, click Print Area in the Page Setup group, and then select Set
Print Area.
c. Click cell E5 and click the Scale arrow down four times to display 80% in the Scale to Fit
group.
d. Press Ctrl+P to see that only the print area will print. Press Esc.
e. Click Print Area in the Page Setup group and select Clear Print Area. Save workbook.
4. Print Titles
a. Click Print Titles in the Page Setup group.
b. Click Collapse Dialog Box on the right side of the Rows to repeat at top box.
c. Click the row 5 heading and click Expand Dialog Box within the Page Setup: Rows to
repeat at top dialog box.
d. Click in the Columns to repeat at left box, type A:B, click the Over, then down Page
order, and then click Print Preview.
e. Click Next Page at the bottom of the Print Preview. Click Next Page until the sixth page
displays.
f. Click the Back arrow. Save the workbook.
Hands-On Exercise 2: Excel Tables
You want to convert the May Totals data to a table. You will also delete the unnecessary
ManCode field, add two new fields, insert a missing furniture sale transaction, and remove
duplicate transactions. Finally, you will enhance the table by applying a table style.
Steps:
1. Create a Table
a. Open e04_script_solution. Click Normal on the status bar. Select the May Totals
worksheet.
b. Click in any cell within the transactional data, click the Insert tab, and then click Table in
the Tables group.
c. Click OK and click cell A5.
d. Set the column width to 11 for the RepFirst, RepLast, Department, PayType, and
TransType fields.
e. Unfreeze the panes and scroll through the table. Save the workbook.

2. Rename the Table

a. Click the Design tab and click the Table Name box in the Properties group.
b. Type Totals in the Table Name box and press Enter.

3. Add and Delete Fields

a. Click any cell containing a value in the ManCode column.
b. Click the Home tab, click the Delete arrow in the Cells group, and then select Delete
Table Columns.
c. Set the width of columns E, F, and G to AutoFit in HOME Tab Cells Group Click Format.
Click cell J5, the first blank cell on the right side of the field names.
d. Type DownPay and press Ctrl+Enter.
e. Click cell K5, type Owed, and then press Ctrl+Enter.
f. Click cell I5, click Format Painter in the Clipboard group, and then select the range J5:K5
to copy the format. Save the workbook.

4. Add Records
a. Click cell A84.
b. Click the Home tab, click the Insert arrow in the Cells group, and then select Insert Table
Rows Above.
c. Enter the following data in the respective fields on the newly created row:
2018-074, Dylan, Schafer, 5/24/2018, Bedroom, Mattress, Finance, Standard, 3245
d. Click cell A110 and enter the following data in the respective fields:
 2018-100, Karen, Harmon, 5/31/2018, Home Office, Desk, Paid in Full, Promotion, 1050
e. Save the workbook.

5. Remove Duplicate Rows

a. Click a cell in the table. Scroll to see rows 23 and 24. Click the Design tab.
b. Click Remove Duplicates in the Tools group.
c. Click Select All, make sure the My data has headers check box is selected, and then click
OK.
d. Click OK in the message box. Click cell A107 to view the last record in the table. Save the
workbook.

6. Apply a Table Style

a. Click a cell in the table. Click the Design tab and click More in the Table Styles group to
open the Table Styles gallery.
b. Point to the sixth style in the second row in the Light section.
c. Click Table Style Medium 7, the seventh style on the first row of the Medium section.
d. Press Ctrl+Home. Select the range A1:D1, click the Fill Color arrow in the Font group on
the Home tab, and then click Green, Accent 6. Save the workbook.
Hands-On Exercise 3: Table Manipulation
You want to start analyzing the May 2018 sales transactions for Dream Home Furniture
Company by calculating the totals owed, and then sorting and filtering the data in order to
better understand the transactions.
Steps:

1. Create a Structured Reference in a Formula

a. Open e04_script_solution.
b. Click cell J6. Type the formula =[Amount]*$D$3 and press Enter.
c. Click cell K6. Type the formula =[Amount]-[DownPay] and press Enter.
d. Select the range J6:K107 and apply the Comma Style Number Format. Save the
workbook.

2. Sort One Field

a. Click the RepLast filter arrow and select Sort A to Z.
b. Click the Amount filter arrow and select Sort Largest to Smallest. Save the workbook.

3. Sort Multiple Fields

a. Click inside the table and click the Data tab.
b. Click Sort in the Sort & Filter group to open the Sort dialog box.
c. Click the Sort by arrow and select PayType. Click the Order arrow and click A to Z.
d. Click Add Level.
e. Click the Then by arrow and select TransType.
f. Click Add Level to add another Then by row. Click the second Then by arrow and select
Amount.
g. Click the Order arrow for the Amount sort and select Largest to Smallest.
h. Click OK and scroll through the records. Save the workbook.

4. Create a Custom Sort

a. Click inside the table and click Sort in the Sort & Filter group to open the Sort dialog box.
b. Click the last level added in the prior step and click Add Level.
c. Select Department. Click the Order arrow and select Custom List.
d. Click NEW LIST in the Custom lists box, click the List entries box and type Dining Room,
Living Room, Bedroom, Home Office. Click Add, click OK, and click OK again to complete to
return to the worksheet. Save the workbook.
5. Apply Text Filters
a. Click the RepLast filter arrow.
b. Click the (Select All) check box to deselect all last names.
c. Click the Schafer check box to select it and click OK.
d. Click the Department filter arrow.
e. Click the (Select All) check box to deselect all departments, click the Dining Room check
box to focus on that department, and click OK. Save the workbook.

6. Apply a Number Filter

a. Select the range I18:I75 of the filtered list and then view the status bar.
b. Click the Amount filter arrow.
c. Point to Number Filters and select Greater Than Or Equal To.
d. Type 5000 in the box on the right of is greater than or equal to and click OK. Save the
workbook.

7. Apply a Date Filter

a. Click the Date filter arrow.
b. Point to Date Filters and select Between.
c. Type 5/1/2018 in the box on the right side of is after or equal to.
d. Type 5/6/2018 in the box on the right side of is before or equal to. Click OK. Save the
workbook.