Review

EX 4-16b Apply: Case Problem 1

Data File needed for this Case Problem: NP_EX_4-3.xlsx

Certus Car Rental John Tretow is an account manager for Certus Car Rental, an industry­
leading car rental firm that serves customers across the United States and overseas. John
is developing a market report for an upcoming sales conference and needs your assistance
in summarizing market information into a collection of Excel charts and graphics. Complete
the following.

1. Open the NP_EX_4-3.xlsx workbook located in the Excel4 > Case1 folder included with
your Data Files. Save the workbook as NP_EX_4_Certus in the location specified by your
instructor.

2. In the Documentation sheet, enter your name and the date in the range B3:B4.

3. John wants the report to include pie charts that break down the current year's revenue in
terms of market (Airport vs. Off-Airport), car type (Leisure vs. Commercial), and location
(Americas vs. International). In the Rentals by Type worksheet, do the following:

a. Create a pie chart of the data in the range A6:B7. Move the chart cover the range
D5:F9 in the Analysis worksheet.

b. Remove the chart title from the pie chart.

c. Add data labels to the outside end of the two slices showing the percentage of the
Airport vs. Off-Airport sales.

4. Repeat Step 3 for the data in the range A11:B12 of the Rentals by Type worksheet, placing the
pie chart comparing Leisure and Commercial sales in the range H5:H9 of the Analysis
worksheet.
5. Repeat Step 3 for the data in the range A16:B17 of the Rentals by Type worksheet, placing the
pie chart comparing revenue between the Americas and International sales in the range J5:J9
of the Analysis worksheet.
6. John wants to present the company revenue broken down by car type. In the Car Models
worksheet, create a clustered bar chart of the data in the range A4:B9. Move the bar chart to
the range 811:F21 of the Analysis worksheet. Remove the chart legend if it exists. Add data
labels to the end of the data markers showing the revenue for each car model.
7. John also wants to track revenue for each car model over the years to determine whether
certain car models have increased or decreased in popularity. In the Revenue by Year
worksheet, create a line chart of the data in the range A4:F15. Move the chart to the range
H11:J21 in the Analysis worksheet.
8. Apply the following formats to the line chart you created in Step 7:
a. Remove the chart title.
Illustrated Word 2019 | Module 1: Skills Review

b. Add major gridlines for the primary vertical and horizontal axes.
c. Move the chart legend to the right side of the chart area.
d. Add axis titles to the chart. Set the vertical axis title to the text Revenue ($bil) and the
horizontal axis title to Year.
e. Set the interval between tick marks and between the labels on the category
(horizontal) axis to 2 units so that the category labels are Y2015, Y2017, Y2019, Y2021,
Y2023, and Y2025.
9. John wants to compare the Certus brand to competing car rental companies. In the range
F25:F29, insert line sparklines showing the trend in market share percentages using the data
from the range B19:F29 on the Market Share worksheet.
10. Add green data bars with a gradient fill to the data values in the range E25:E29.
11. In the range F32:F36, insert line sparklines showing the trend in revenue using the data from
the range B5:F15 on the Market Share worksheet.
12. Add orange data bars with a gradient fill to the data values in the range E32:E36.
13. John wants to present a more detailed chart of the revenue values from the five competing
rental car agencies over the past several years. In the Market Share worksheet, create a
Stacked Column chart from the data in the range A4:F15. Move the chart over the range
H24:J36 in the Analysis worksheet.
14. Apply the following formatting to the column chart you created in Step 13:
a. Remove the chart title
b. Add axis titles to the chart. Set the vertical axis title to the text Revenue ($bil) and the
horizontal axis title to Year.
c. Move the legend to the right side of the chart area.
d. Set the interval between tick marks and between the labels on the category
(horizontal) axis to 2 units to display the category values Y2015, Y2017, Y2019, Y2021,
Y2023, and Y2025.
e. Set the gap width between the bars in the chart to 30%.
15. The company revenue decreased in the past year. John wants you to highlight this fact by
adding a down-arrow shape from the Shape gallery to the right side of the merged cell B5 on
the Analysis worksheet. Set the height of the down arrow to 1" and the width to 0.5''.
16. While the company revenue has decreased in the last year, its market share has increased.
Add an up-arrow shape to the right side of the merged cell B25. Set the arrow to be 1" high
and 0.5" wide.
17. Save the workbook, and then close it. Submit your completed file to the
Sakai Course site.
Illustrated Excel 2019 | Module 2: Project 1b

San Antonio University

FORMAT WORKSHEETS

GETTING STARTED
• Open the file IL_EX19_2b_StudentID_1.xlsx, available for download from the Sakai
Assignment.

• Save the file as IL_EX19_2b_StudentID_2.xlsx by changing the “1” to a “2”.

o 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 IL_EX19_2b_StudentID_2.xlsx still open, ensure that you indicate your
first and last name in cell B6 of the Documentation sheet.

PROJECT STEPS
1. Santiago Flores is a development officer for San Antonio University in San Antonio,
Texas. He is using an Excel workbook to track the events the Development Office
sponsors and analyze event staffing needs. He has asked you to format his workbook to
make the information clearer and easier to understand.

Go to the Assignments worksheet. Rename the Assignments worksheet to Staff

Assignments, and then change the tab color of the worksheet to Gold, Accent 5,
Lighter 60% (9th column, 3rd row of the Theme Colors palette) to match the color of
the other worksheet tabs.

2. Use AutoFit to resize column B to fit its contents. (Hint: The width of column B should be
approximately 13.)

3. Change the width of column F to 14.00, so that the text "Administrative" is completely
visible in cell F4.

4. Apply the Title cell style to cell A1, and then increase the font size to 22 point to make
the worksheet title stand out.

5. Merge and center the range A1:G1, then bold the cell contents to emphasize that the
text is the worksheet title.

6. Center the text in the range B4:G4 and change the font color of the range to White,
Background 1 (1st column, 1st row of the Theme Colors palette) to make the column
headings easier to read.

7. Use the Format Painter to apply the format from the range A5:G5 to the range A7:G7 to
create consistent shading and borders in the worksheet.

8. Italicize the contents of the range A11:A12 and change its font to Calibri Light to
separate those row headings from the others above them.

9. In the range A12:G12, apply a Thick Bottom Border to the cells, then change the fill
color of the range A11:G12 to Gold, Accent 5, Lighter 60% (9th column, 3rd row of
the Theme Colors palette).

10. Santiago wants to know at a glance which event types require the most time for
development officers.
Illustrated Excel 2019 | Module 2: Project 1b

In the range C5:C10, use Conditional Formatting Highlight Cells Rules to format cells
whose contents are greater than 10% with Green Fill with Dark Green Text.

11. Apply the Short Date number format to cell B14 to use a more common date format.
[Mac Hint: The date will displayed using the format m/d/yy.]

12. Apply the Percentage number format with zero decimal places to the range G5:G11 to
clarify the range contains percentage values.

13. Santiago would like to see the budgeted rate dollar amounts in a rounded format.

Apply the Currency number format to the range B12:F12 and then decrease the
number of decimal places shown to zero.

14. Enter the amount 225,460 in cell B16, then delete row 18 because Santiago no longer
needs to have the worksheet reviewed.

15. Check the Spelling in the worksheet to identify and correct any spelling errors.

16. Go to the Event Details worksheet. Find and replace all occurrences of the text "Hrs"
with Hours to use the complete word instead of the abbreviation.

17. For the range E3:F16, increase the number of decimal places displayed to one to display
the full values.

18. In the range D3:D15, use Conditional Formatting to create a Data Bars rule, and use the
Gradient Fill Orange Data Bar color option so that Santiago can clearly compare the
hours for each event.

19. Move the Staff Assignments worksheet after the Event Schedule worksheet to use a
more logical order. (Hint: The order of the worksheets in the workbook should be as
follows: Documentation, Event Details, Event Schedule, and Staff Assignments.)

Your workbook should look like the Final Figures on the following pages. Save your changes,
close the workbook, and then exit Excel. Upload your completed project to Sakai and submit.
Illustrated Excel 2019 | Module 2: Project 1b

Final Figure 1: Event Details Worksheet

Illustrated Excel 2019 | Module 2: Project 1b

Final Figure 2: Staff Assignments Worksheet

New Perspectives Excel 365/2021 | Module 4: End of Module Project 1

FLO Biotech
ANALYZE AND CHART FINANCIAL DATA

GETTING STARTED
• Save the file NP_EX365_2021_EOM4-1_FirstLastName_1.xlsx as
NP_EX365_2021_EOM4-1_FirstLastName_2.xlsx

o Edit the file name by changing “1” to “2”.

o If you do not see the .xlsx file extension, do not type it. The file extension will be
added for you automatically.

• With the file NP_EX365_2021_EOM4-1_FirstLastName_2.xlsx open, ensure that

your first and last name is displayed in cell B6 of the Documentation worksheet.

o If cell B6 does not display your name, delete the file and download a new copy.

PROJECT STEPS
1. Elden Reyes is an intern with FLO Biotech. Elden is preparing a sales summary, as well
as a financial project for a prospective equipment purchase. He wants to use Excel to
create charts to illustrate some of his data and to apply a function to calculate
payments.
Switch to the Sales by Product worksheet. In the range G7:G18, add column sparklines
based on the data in the range B7:F18, and then apply the Green, Accent 6, Darker
25% (10th column, 5th row of the Theme Colors palette) sparkline color.

2. Create a Pie chart based on the range F7:F17. Specify the range A7:A17 as the
horizontal axis labels. Resize and reposition the chart so that the upper-left corner is
located within cell H6 and the lower-right corner is located within cell Q30.

3. Enter 2024 Product Sales as Percentage of Total as the chart title and apply chart
style 6.

4. Create a 2-D Line chart based on the range B18:F18. Modify the chart by changing the
horizontal axis labels to use the range B6:F6. Enter Total Revenue by Year (Millions)
as the chart title, and resize and reposition the chart so that the upper-left corner is
located within cell A20 and the lower-right corner is located within cell G37.

5. Apply chart style 13 to the line chart you just created. Format the vertical axis to use a
maximum value of 8000, change Display units to Thousands but don't show the units on
the chart, and show 0 decimal places in the axis labels.

6. Create a stacked column chart based on the range A6:F17. Modify the chart by
switching the row and column so the horizontal axis shows years and the stacked
components of each bar are products. Enter Product Contribution to Total Revenue
2020-2024 (millions) as the chart title, and resize and reposition the chart so that the
upper-left corner is located within cell A38 and the lower-right corner is located within
cell G63.

7. Apply chart style 9 to the stacked column chart you just created. Format the vertical
axis to use a maximum value of 8000, change Display units to Thousands but don't
show the units on the chart, and show 0 decimal places in the axis labels.
New Perspectives Excel 365/2021 | Module 4: End of Module Project 1

8. Create a 3-D Clustered Column chart based on the range A6:F17. Resize and
reposition the chart so that the upper-left corner is located within cell H32 and the
lower-right corner is located within cell Q52. Remove the 2021, 2022, and 2023 series
from the legend and chart area.

9. Enter 2020 and 2024 Revenue Comparison by Product as the chart title and then
format the chart title as 16 point bold text. Enter Total revenue (thousands) as the
vertical axis title.

10. Change the background color of the plot area to White, Background 1 and then change
the background color of the chart area to Green, Accent 6, Lighter 80% (10th column,
2nd row in 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 website to submit your
completed project.
New Perspectives Excel 365/2021 | Module 4: End of Module Project 1

Final Figure 1: Sales by Product Worksheet - Columns A-G

Microsoft product screenshot reprinted with permission from Microsoft Incorporated. Copyright © 2020 Cengage Learning.
All Rights Reserved.
New Perspectives Excel 365/2021 | Module 4: End of Module Project 1

Final Figure 2: Sales by Product Worksheet - Columns H-Q