Travel Expenses

Project Description:

You are the manager of an information technology (IT) team. Your employees go to training workshops and national conferences to keep up-to-date in the field. You created a list of expenses by category for each employee for the last six months. Now you want to subtotal the data to review total costs by employee and then create a PivotTable to look at the data from different perspectives.

Instructions

1 Start Excel. Open the downloaded Excel file named exploring_e05_grader_a1_Expenses.xlsx. Save the workbook as exploring_e05_grader_a1_Expenses_LastFirst, replacing LastFirst with your own name.

2 On the Subtotals worksheet, sort the data by Employee and further sort by Category, both in alphabetical order.

3 Use the Subtotals feature to insert subtotal rows by Employee to calculate the total expense by employee.

4 Collapse the Donaldson and Hart sections to show only their totals. Leave the other employees' individual rows displayed.

5 Use the Expenses worksheet to create a blank PivotTable on a new worksheet named Summary. Name the PivotTable Categories.

6 Use the Category and Expense fields, enabling Excel to determine where the fields go in the PivotTable.

7 Modify the Values field to determine the average expense by category. Change the custom name to Average Expense.

8 Format the Values field with Accounting number type.

9 Type Category in cell A3 and change the Grand Totals layout option to On for Rows Only.

10 Apply Pivot Style Dark 2 and display banded rows.

Note, depending upon the version of Office being used, the style name may be Light Blue, Pivot Style Dark 2.

11 Insert a slicer for the Employee field, change the slicer height to 2 inches and apply the Slicer Style Dark 5. Move the slider below the PivotTable.

Note, depending upon the version of Office being used, the style name may be Light Blue, Slicer Style Dark 5.

12 Use the Expenses worksheet to create another blank PivotTable on a sheet named Totals. Add the Employee to the Rows and add the Expense field to the Values area. Sort the PivotTable from largest to smallest expense.

13 Change the name for the Expenses column to Totals and format the field with Accounting number format.

14 Insert a calculated field to subtract 2659.72 from the Expenses field. Format the field with the custom name Above or Below Average and apply Accounting number format to the field.

15 Set 12.25 width for column C, change the row height of row 3 to 30, and apply word wrap to cell C3.

16 Create a clustered column PivotChart from the PivotTable. Move the PivotChart to a new sheet named Chart. Hide the field buttons in the PivotChart.

17 Add a chart title above the chart and type Expenses by Employee. Change the chart Style 14.

18 Apply 11 pt font size to the value axis and display vertical axis with zero decimal places.

19 Create a footer on all worksheets with your name in the left section, the sheet name code in the center section, and the file name code in the right section.

20 Ensure that the worksheets are correctly named and placed in the following order in the workbook: Subtotals, Summary, Chart, Totals, Expenses. Save the workbook. Close the workbook and then exit Excel. Submit the workbook as directed.

Attachment:- exploring_e05_grader_a1_Expenses.xlsx