Assignment

PART 1 INSTRUCTIONS

Your pastor has learned that you are taking a course where you are learning about Excel and has asked your team for assistance in developing a budget for the church using Excel. He would like a budget that will not only list out the basic expenses of the church, but will also allow for some advanced analysis.

Requirements:

1. Using Excel, create a budget for a church with an appealing format that will identify the income/expenses of the church. This can be a yearly budget or a monthly budget (or both). Include relevant categories, formulas, and appropriate formatting choices. Include at least one nested function in your spreadsheet. Do not use a template. Start from a new, blank workbook. Name this spreadsheet Budget.

2. Develop a chart related to the budget information. Format the chart effectively so that it is easy to read and understand as well as using an appropriate chart type. Name this spreadsheet Chart.

3. On its own spreadsheet, consider a large purchase that the church wishes to make (i.e. a new vehicle, building/land, etc.). Create a plan for this purchase that incorporates the following: several options for purchase, the PMT or other financial function, a data table, and a scenario summary that can be used for analyzing different variables. Name this spreadsheet Purchase.

4. On a new spreadsheet, create a listing of at least 50 church members and their information. This can include basic demographic fields such as name, address, small group membership, etc. Convert the data to an Excel table and apply appropriate sorts/filtering. Create a PivotTable from this information that will emphasize data of your choosing. Name this spreadsheet Members.