0:252 Excel I Module 4 Analyzing and Charting finau d al Data

18 In the Market AnaIys1•s worksheel · . "<>radicnl fill or.rngc dota b,1rs to· th e value
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- workbook, and then c Iose 1·1· ""II

w Cate Problem 1
Oi3tli Filr nc'<'dc·d fo r thi~ C,u r Prohlt•m: Stcfon<•k.,ils,i
:: Stef•nck Budget Edmund ,rnd Lyrlla Srcfa nC'k of Little Rock, Arkansas, are using heel
< fami ly budget 10 dercrminc whether they can ,,fford tho monthly 10(1 11 payments that to trock ~
wrrh the purr h,,s(' of., new hmm•. Thl! couµlc Is consldurln8 .1 $285,O0O mort!!JSc, Would tolllo1 1
inrt'rcst r.i tc ro be: paid hock over 25 y<ws. Th~y wont to know the impoct thnt lhis 4-30 ~rtei.
hove on 1hcir budget. Complete the fullowing. Sa81lw 11 1
1. Opl•n thl! Ste(anek workbook icJC;Jtcd in tho l:x1:014 > C,uol folder included With
r•ill'~ :ind rhcn ~aw the workbuuk os Stefanck Budget In the locotlon speclOt'<'i b Y0ur D,1,d
'
inst.ructor. · YYOur
2. In 1he Oocum<'11t,11lon wmkshooI, c•ntcr your nomo In cull B3 n11d tlw ffa to In coll
3. In the Butlgcl wurksh1wt, in tho rnngc 133:08, enter thu par;imuturs for ,l $285 ooo 134
tr ·
4.3% nnnunl inIercsI paid bock over 25 yt•ar, . Colculolo lho lntoros1ratP iwr :nonthiortg.,~ .11
number of poymcnts. , 1111 d 1h~10 JI
1
4. rn cell 81 o, colculotc 1hc amount of tho rnon1hly pnymcm1rwtidod to pny bnck tlw '' "
s. In 1ho r:mgo Cl 5: Nl 5, colculotc the tolol lncon,o front lldm1111d 01111 Lydin's monthly1.,rtg,,~~
.. : ·
• 11 1
6. In 1he mngc C22 :N22, uso on absolute rofcroneo to lr1~ort tho monthly mnr1AnHo p,iym<' n<1r1~s
i :
C.Jlculotcd in cell UlO, \'llil
7. In 1hu r,1nge C2 4:N:1 4, co lculotu Edmund nntl Lydia '~ 101,11 t•xpcn$c•~ por month,
o. 111 ihc ron8c C25:N:.! 5, ~nkulnlc tho cc1uµl o'5 111onthly nor ineonio by nfldlnll 1hCJir lru:on,c •11rt
thoir exrensos . (Note Ilroi o>cpon,us oro (•nturocl n~ 11u1,10 1iv11v11luos.)
9. 11, 1he rllflg~• C:20:C40, <'ilkulnlt• Jht• rwrr,,808 ftH' tho liwomv oud N<ponsos from rho iJ,momh
l,udgr1.
10, In !ho runw, C20:C40, add dato burs W lhtl valu(~S. Nt1tu lhnl IWHMlvo d,IIJ hors oro dlsplO)'C(l lu
tho loft of the t(•nll'r po1t11 111 tho i.:cll, whcl'i\1~pt;>sltlvu d,, t,1 bJrM/H'IJ cllsp!oyPd 111 tlw rlfil11.
11 . 111 the range DW:IJ,10, lnsort llno sp,irkllno~ u~i ng lho v,,lltuB fron , tho ran~n CI J:Ni5 111 1how
how tlw dlffuru111!Judt,l"I 01111'111~ tl1, 111 H(1 throu9hou1 1lw yo.i r,
12. Cruc11c o plu t hort u( lht1 lnwrnu v11luo~ In tho r,11180 HJ M how rho ll1 0,1~dow11 n/ 1h11
fornlly lnt(Jmu bo1w1;1,n ~dmu11d rmd Lydlu , Ru~lm thu <., hr1n 111 i 11 w 1· tl w r,rn»o IJ7:140, ('h,rn11•
rlw t hnri 11110 to Income and opply lhu Stylo J d ror1~tylo 101 ht111 .
1J, Great(! i' plo '-hllfl of lhu oxpo11~1•s v..i ltJPKIn lhn l',tllijn U:JI :l ' Ill , Ru~llm tlw rhort to, owr 1hv
mngo 12 7:N40. (;hrww• tho! lwt 1l1lt1 In lll1tl~n101 ,111d np1 ,ly Jli1• ~1ylo'I dt,111 ~tylt1ht thct I h1111
Chongu the, JJOfi ill!Jl'1 of 1h1• d,,1(1 l.ilu,19 10 dolll rn ll1111l 6, If ony d,11,i l,1hul~ nppf!(11 ltl owr·l,111.
sulort 1)11() o( th1i •wol'lopplnl{ rl,11,1111l,ult,, llltd flr118 II lu ,i111 ilht11' p!JSl1lo11 ,
'14 , S,tvo fli t• wurkl1<Jok, 1111d tlrt•n t:li,su l1,
 ,•

Module 4 Analyzing and Charting Financial Data I Excel D:253

e problem 2
Ca§ ded for this Case Problem: Circuit.xlsx
file nee
Oat.a . edltr Alice Ch_o w~r ks at c·1rcu1't Rea It y 1
._n liempe, Anzo~a.
· She wants to use Excel to
f
o, CifCll't ze the home list_ings 1~ the Tem~e _area. ~lic_:e has already inserted some of the new listings
su11111'lar xcel workbook mcl~dmg des~np_t1ve stat1~t1cs about the homes and their prices. She wants
111
into an E . ummarizing this data using informative charts. Complete the following:
help ins
)'our h Circuit workbook located in the Excel4 > Case2 folder included with your Data Files
1. openht esave the workbook as Circuit Realty in the location specified by your instructor '
nd t en . . .
a Documentation worksheet, enter your name m cell 83 and the date in cell 84.
2 In the h . h .
· the Housing Tables w~rks eet; usmg t. e data m the range A4:88, create a 2-D pie chart of the
3. In ber of listings by region. Move the pie chart to the Summary worksheet in the range A4:E15.
n~;nge the chart titl~ to Listings by Region._Add dat~ la~els showing the percentage of listings in
~ch region, displaying the data lab~ls outside the pie slices.
the Housing Tables worksheet, usmg the range A10:814, create a pie chart of the listings by
41
· ~ number of bedrooms. Move the pie chart to the Summary worksheet in the range A17:E28.
~~ange the chart title to Listi~gs by B~dro_oms. Add data labels showing the percentage of
listings in each category outside the pie slices.
S. In the Housing Tables worksheet, usin? the range A16:822, create a pie chart of the listings by
the number of bat~rooms .• fv:ove the pie chart to the Summary worksheet in the range A30:E341 .
Change the chart title to L1stmgs by Bathrooms and format the pie chart to match the two other
pie charts.
_
6 In the Housing Tables worksh~et, _using the data in the range D4:E8, create a column chart
showing the average home price m four Tempe regions. Move the chart to the Summary
worksheet in the range G4:L 15. Change the chart title to Average Price by Region.
7. In the Housing Tables worksheet, using the data in the range D1 O:El 5, create a column chart of
the average home price by age of the home. Move the chart to the Summary worksheet in the
range Gl 7:L28. Change the chart title to Average Price by Home Age.
8. In the Housing Tables worksheet, using the data in the range D17:E24, create a column chart of
the average home price by house size. Move the chart to the Summary worksheet in the range
G30:L41. Change the chart title to Average Price by Home Size.
9. In the Listings worksheet, create a histogram of all of the home prices in the range H4:H185.
Move the histogram to the Summary worksheet in the range N4:U17. Change the chart title to
Home Prices. Set the scale of the vertical axis to go from Oto 50. Set the number of bins to 6.
Set the overflow bin value to 350,000 and the underflow bin value to 150,000.
10. Create a histogram of the.distribution of home prices in each of the four regions, as follows:
a. Use the data from the ;ange H52:H107 in the Listings worksheet to create the North Region
histogram. Place the chart in the range N18:U28 of the Summary worksheet. Change the
chart title to North Region.
b. Use the data from the range H5:H51 in the Listings worksheet to create the East Region
histogram. Place the chart in the range N29:U39 of the Summary worksheet. Change the
chart title to East Region.
c. ~se the data from the range H108:Hl 43 in the Listings worksheet to create the South Region
histogram. Place the chart in the range N40:U50 of the Summary worksheet. Change the
chart title to South Region.
d. ~se the data from the range H144:H 185 in the Listings worksheet to create the West Region
hi stog~am. Place the chart in the range NS 1:U61 of the Summary worksheet. Change the
chart title to West Region. ·
11
· The four regional histograms should use a common scale. For each histogram, set the scale of
th
e vertical axis from oto 20 set the number of bins to 6, set the overflow bin va lue to 350,000,
and 1h '
e underflow bin Viilue to 150,000.
 · ·· ) . ,..,..,. ,.... o,r o,i,
Exce:I IModule 4 Analyzing and C

. the data in the range A4 :C152 to·create

. ' orksheet, use . d d'
. .
12 . In the Price H1stol) w . as a fine chart on the pri mary axis an •splay theaFco""b·
o ., , inilti
Display the Average Prrce dary axis. Move the chart to the Summary w . k recloslJr o~ t~
as a column chart on the s~o,n to Average Home Price and Foreclosure o_tor sheet ine tLV;iJ~l
h . !'he chart 111 e . .... es. 11e -,
A43 :L6 I. C ange b . fon chart naming the left ax,s Average Horne P . r~n,.
13 _ Add axis titles to the com~; 'change ~he horizontal axis title to Date. Chan rice andth ~-
1
axis foreclosure (per O, · ge the Tni .e rig~
h I ft axis to 100,000. . llirl)~
value.on ht e e h . ary axis and axis title to match the color of the . il\
I of t e prim . . 1•ne in th
14. Change t e co or f h condary axis and axis title to match the color used . e lin
Change the color O t e se d in the Col e,na,
chart. Remove the chart legen . . uriiii •
15. Save the \'I/Or kboo k ' and then close ,t.

[ >Case Problem 3
w Data file needed for thi:, Case Problem: Skyway.x lsx
C>
z S•1,,~, Funds Kristin Morandi is an accounts assistant at Skyway Funds, a financial .
_,w
_,
• , rray
b,n thonr
. . C t" .
. M oe Louisiana. Kristin needs to summarize m,orma I0n on companies that are held . g~
consultin
firm ''s clients You will help her develop a workb oo k that wI·11 serve as a prototype, in stOcf
y rts e ,
She wants the . .
workbook to include charts of the company 's f"manc,al. condition •or fut Ure
r reporecent. stock performance. Stock market charts shou Id d.Isp Iay t he stocks ' daily opening;
, sIructur
hi he,
l·
and
u low and closing va lues; and the number of shares traded for each day of the past few Weeks
vol~me of shares traded should be expressed in terms of millions of shares. Complete the foi°I e
. . owing:
1. Open the Skyway workbook located m the ExceI4 > Case3 folder included with your t F·
and then save the workbook as SKyway
•· Fun ds in Oaa ile1·,
. spec,"f"Ied by your instructor.
. the IocatIon
2. In the Documentation worksheet, enter your name in cell 83 and the date in cell 84.
3. In the Overview worksheet, add green data bars with a gradient fill to the employee numbersin
the range B15 :B19. Set the maximum value of the data bars to 20,000.
4. Add a pie chart of the shareholder data in the range A22 :B24. Resize and position the chart to
cover the range A26:837. Do not display a chart title. Add data labels to the pie chart, and then
move the legend to the left edge of the chart area.
5. In the Income Statement worksheet, create a 3-D column chart of the income and expensesdata
from the last three years in the range A4:D4,A7:D7,A 13:D13 ,A20:D20.
6. Move the chart to the range D6:120 of the Overview worksheet. Change the chart title to Income
and Expenses (Thousands of Dollars). Remove the chart legend.
:} Explore 7. Double-click the horizontal axis values to open the Format Axis pane. Expand the
Axis Options list, and click the Categories in reverse order check box in the Axis position
section to display the year value in reverse order so that 2015 is listed first.
@ ~xplore
th 8. Add the data table chart element with legend keys showing the actual figures used
m e column chart. (Hint: Use the Chart Elements button to add the data table to the chart, and
use the data table submenu to show the legend keys.)
9 th
· In e4Balance
7 Sheet worksheet, create a 3-0 stacked column chart of the data in the range
A4:D ,A :Dl l to show the company's assets over the past three years. Move the chart to t~•
Overview worksheet covering the range 021:137. Change the chart title to Assets (Thousan
Dollars). Remove the chart legend.
10
Explore . · Use the Switch Row/Column button in the Data group on the Chart Tools De•t 1 ,
to,swrtch the categorres used in the chart from the asset categories ta the year value\D f
tI e va ues on the horizontal axis in reverse order and add a data table chart element wit
egend keys to the chart. ' · ·
 • ' f

EX25S
Module 4 Analyzing and Charting Financial Data I Excel

Steps 9 and 10 to create a stacked column chart of the company's liabilitie~ in the range
. Repeat Al S:D18 in the Balance Sheet worksheet. Place the chart in the range J21:P37 of the
11
A4:D 4_, w worksheet. Change the chart title to Liabilities (Thousands of Dollars).
1n.,erv1e ,
v• line chart of the company s net cash flow using the data in the range A4:D4,A26:D26
. create;ash Flow worksheet. _Place the _ c~art in the range J6:P20 of the Overview worksheet.
12
of the the values in the horizontal axis in reverse order. Change the chart title to Net Cash
Oispliousands of Dolla~).
fioW 13 In the Stock History worksheet, select the data in the range A4:F9 and then insert
lore . '
EllP lurne-Open-High-Low-Close cha~ that shows the stock's volume of shares traded, opening
aVo h·gh value, low value, and closing value for the previous five days on the market. Move
valu:ha~ to the Overview worksheet in the range A39:D54.
th e the chart title to 5-Day Stock Chart. Remove the chart gridlines and the chart legend.
14. Change the scale of the left vertical axis to go from Oto 8.
change
he Stock History worksheet, create another Volume-Open-High-Low-Close chart for the
15. Int r stock values located in the range A4:F262. Move the chart to the Overview worksheet in
l-yeange E39·J54. Change the chart title to 1-Year Stock Chart Remove the chart legend and
thera · ·
gridlines,
Create a stock chart for all of the stock market data in the range A4:F2242 of the Stock History
16 · worksheet. Move the chart to the range K39:P54 of the Overview worksheet. Change the chart
title to All Years Stock Chart and remove the chart legend and gridlines.
ve the workbook, and then close it.
17. 5a

r case Problem 4
111 Data file needed for this Case Problem: Datasports.xlsx
Datasporls Diane Wilkes runs the Datasports website for sports fans who are interested in the
: statistics and data that underlie sports. She is developing a series of workbooks in which she can
IJ enter statistics and charts for recent sporting events. She wants your help designing the charts and
graphics that will appear in the workbook for college basketball games. She has already created a
sample workbook containing the results of a hypothetical game between the University of Maryland
and the University of Minnesota. She wants you to design and create the charts. For each chart, you
need to:
• Include a descriptive chart title.
• Add horizontal and vertical gridlines.
• Add and remove chart elements to effectively illustrate the data.
• Change the colors and format of chart elements to create an attractive chart.
• Insert chart data labels as needed to explain the data.
• Resize and position charts to create an attractive and effective workbook.
Complete the following:
1· ~pen the Datasports workbook located in the Excel4 > Case4 folder included with your Data
~des, and then save the workbook as Datasports Report in the location specified by your
instructor.
2· In the Documentation worksheet, enter your name in cell B3 and the date in cell B4.
3· Create two column charts, as follows, and place them in the Game Report worksheet:
a. ~se the data in the range A6:A 19,16:119 of the Box Score worksheet to chart the points scores
Ythe University of Maryland players.
b. Use the data in the range A23:A32,123:132 of the Box Score worksheet to chart the points
score by the Minnesota players.
,.J heel I Module 4 Analyring ,nd o,,rting ,....,,;,I Data

4. Add a line chart to the Game Report worksheet tracking the changing score of the
beginning to its end. Use the data in the range B5:D47 of the Game Log Worksh game fr
eeta 5 Orn 1
data source. the th ~
s. Add eight pie charts to the Game Report worksheet in comparing the Maryland •rrs
results for points, field goal percentage, free throw per_centage, 3-point field goa~nd ~inneso
rebounds, turnovers, and blocked shots. Use the data in the Box Score worksheet'a:ss1s1s, t.
source for these pie charts. the data
6 . In the Game Log worksheet , in the range E6:E47, calculate the value of the M·innesot
minus the value of the Maryland score. a score
7. Add data bars to the values in the range E6:E47 showing the score difference h
. as t e g
progresses. The format of the data bars 1s up to you. arne
8. In the Season Record worksheet, in the ranges C6:C19 and G6:G19, enter _ 1 for
that the team lost and 1 for every game that the team won. every garne
9. In the Game Report worksheet, create two sparklines, as follows:
a. In cell 06, insert a Win/Loss sparkl_ine using the values from the range C6:Clg
0 th
Record worksheet to show a graphic of Maryland's conference wins and losse f e Season
b. In cell 07, insert a Win/Loss sparkl_ine usi~g the values from the range G6:Gl ;·
Record worksheet to show a graphic of Minnesota's wins and losses. of th e Season
10. Save the workbook, and then close it.