ADVANCED COMPUTER TECHNOLOGY Excel 2013 Unit Chapter 2 Assignment

Transcription

1 EX2 ASSIGN2 Guitar ADVANCED COMPUTER TECHNOLOGY Excel 2013 Unit Chapter 2 Assignment You will be formatting the spreadsheet, creating formulas, and inserting charts to show customer monthly account balances. Part 1: Creating the Worksheet 1. Open Excel Ch 2 Guitar Student File from the shared drive. Save on your H:\ drive as Lastname Firstname P# Excel Ch 2 Guitar. Resave often. 2. Insert two rows at the top of the worksheet In Cell A1 type: Aficionado Guitar Parts; In Cell A2 type: Monthly Accounts Receivable Balance Report 3. Make the following formatting changes: a. Change theme to Dividend theme; Color Red b. Apply Title cell style to cells A1:G2 c. Change the font size in A1 to 28 points. d. Merge and center the worksheet title through columns A1: G1 e. Merge and center the subtitle through columns A2: G2 f. Change the background color of cells A1 and A2 to the Red standard color. Use shading tool. g. Change the font color in cells A1 and A2 to White theme color. h. Draw a thick box border around the range A1:A2 i. Change the width of column A to points. Change the widths of columns B through G to points. j. Change the heights of row 3 to and row 12 to points. k. Apply the Total cell style to the range A11:G11 l. Bold cells A12:A14 m. Change the font size in cells A3:G14 to 12 points Page 1

2 Format the headings in row 3 as follows: a. Center and apply Heading 3 b. Use Alt + Enter to wrap text in the cells as shown below (double click between the two words first): Customer Beginning Balance Credits Payments Purchases Service Charge New Balance 4. Create the following formulas: a. Calculate the Service Charge in F4 (Parenthesis must be included in formula) =3.25%* (Beginning Balance Credits Payments) Hint: The percentage can be displayed as 3.25% or.0325 Example =0.0325*(B4 C4 D4) or =3.25%*(B4 C4 D4) b. New Balance (G4) =Beginning Balance + Purchases Credits Payments + Service Charge Example =B4+E4 C4 D4+F4 5. Copy the Service Charge and New Balance formulas down through the remaining customers. 6. Calculate the totals in row 11 using the Sum function. 7. Use functions to calculate the maximum, minimum, and average values in cells B12:14 for the range B4:B10. Use the fill handle to copy the functions to C12:G Use a custom sort to sort the customers alphabetically. Be sure to select A3:G10 before sorting. To sort, do the following: Select cells A3:G10. Choose Sort and Filter Tool (Home Tab > Right side) Choose Custom Sort > Sort by Customer > Value > A to Z (Ascending) Sorted data should be in the order below. Values should be as shown below. Formatting you will be completing formatting in the steps below. Page 2

3 9. Assign the following format styles: a. Select the range B4:G4 and B11:G14. Assign Currency number style with two decimals. b. For the range B5:G10 do not use the Comma style button. Instead, press the Number grouping dialog box launcher which takes you into the Format Cells dialog box. Under the Number Tab choose the Currency category. Change the Symbol to None, leaving the Number of Decimals at Use conditional formatting to change the formatting to white bold font on a red background in any cell range F4:F10 that contains a value greater than 10. (Use: Conditional Formatting, New Rule, Format only cells that contain, cell value, greater then, 10.) 11. Spell check the worksheet. Names are correct. The dictionary does not include these proper names. 12. Change the document properties by choosing the File Tab, Info, Properties Drop down arrow, Show Document Panel. Author Your first and last name Title box EX2 ASSIGN2 Subject box NTM 1700 and Mrs. Rosier Keywords Afincionado Guitar Parts 13. Rename Sheet 1 to be Balance Due. 14. Resave the spreadsheet. Part 2: Constructing the Chart Create a 3 D Clustered Bar chart showing each customer s total balance. 1. Use the CTRL key and mouse to select the nonadjacent chart range A4:A10 and G4:G10. (Select range A4:A10 and then while holding down the CTRL key, select G4:G10) The customer names in the range A4:A10 will identify the bars, while the data series in the range G4:G10 will determine the length of the bars. 2. Click the Insert tab on the Ribbon. Click the Bar button in the Charts group on the Ribbon. Select Clustered Bar in 3D area. a. When the chart is displayed on the worksheet, click the Move Chart button on the Ribbon. (Chart Tools Location Group). When the Move Chart dialog box appears, click New sheet and type Bar Chart for the sheet name. Click OK. b. Change the sheet tab color to the Green standard color. 3. When the chart is displayed on the new worksheet, make the following changes: a. Click the chart area which is the blank area near the edge of the chart, click the Shape Fill Button (Format tab Shape Styles group), and then select Orange, Accent 3, Lighter 60% in the gallery (column 7, row 3) Page 3

4 b. Click one of the bars in the chart. Click the Shape Fill button (Format tab Shape Styles group) and then select the Green standard color. c. Click the Chart Title and then type Accounts Receivable as the chart title. Change the font size for the title to 24 pts. Another way to Choose a chart object is to use the Ribbon: Click the Format tab > Current Selection group. Click down arrow in text box that says Chart Area. Make choices from the drop down list. Use this method for the next 2 changes to the chart. d. Using the Shape Fill, fill the Floor and the Side Wall with the color Dark Red, Accent 1, Lighter 40% e. Add a Brown, Accent 6, Darker 50% border color (Shape Outline) with a width of 1 point to the Back Wall. f. Drop the decimals on the horizontal axis labels by clicking on the Chart Elements button (plus sign). Click the arrow next to Axes. Click on More Options. Click on Number at the bottom of the right pane. Change the Decimal places to 0. g. Display the data labels at the end of the bars by clicking on the Chart Elements button. Click in the box to turn on the Data Labels. Click the arrow next to Data Labels, More Options. Click on Number at the bottom of the right pane. Change the Category to Accounting with two decimal places. h. Click on the names that are the labels on the vertical axis. Format the names to be Georgia font and 12 pts. i. Add your first and last name and Class P# as a subtitle to the chart. To do this, click once on the title to select the text box. Then click again until your mouse pointer becomes an insertion point. Enter and type the subtitle. Part 3: Editing the Spreadsheet 1. Drag the Balance Due sheet tab at the bottom of the worksheet to the left of the Bar Chart tab to reorder the sheets in the workbook. 2. Click the Balance Due sheet tab. a. Change the following beginning balances: customer Oliver Danielsson to $ and customer Lin Tuan to $ b. The company has changed the service charge from 3.25% to 2.75% for all customers. Edit the service charge formula to reflect the change and copy from cell F4 to range F5:F10. Click the Auto Fill Options button and then click Fill without Formatting to maintain the original formatting in the range F5:F10. c. Check the new balance in cell G11 which should be $3, Page 4

5 Part 4: Displaying the Formulas 1. In the Page Layout tab choose the Page Setup dialog box launcher. Create the Header/Footer separately on both the chart sheet and the spreadsheet. Create the following custom header/footer : a. Header: In the center box, type your first and last name on the first line, press Enter and type EX 2 Assign2 Guitar on the second line. Insert the date and time in the right box ( use tools) b. Footer File Path (Left), Class Period (right) Sheet name (enter below File Path use the tools) 2. Copy the Balance Due spreadsheet. Right click sheet name, choose Move or Copy, Check the copy box 3. Display the formulas. Press CTRL + ` (Accent). 4. Change the orientation to Landscape. Scale to fit on one page. Center horizontally and vertically on the page (Scale to Fit dialog box launcher, Margins, click on Horizontally and Vertically). Print with gridlines (Page Layout tab, Sheet Options group, click on Print under Gridlines). 5. Autofit columns. 6. Rename copied worksheet to be Balance Due Formulas. Resave the workbook. 7. On the Balance Due sheet, change the orientation to Landscape. Scale to fit on one page, centered horizontally and vertically on the page, without gridlines. 8. CTRL+ click on each of the sheet tabs. This will group the 3 sheets. Print Preview, but do not print. Part 5: Submit Workbook 1. Check the key on the last page and the formula key in the book at the back of the room. 2. Resave the file. Close the file. Copy the file into the student dropbox. Turn the grading sheet into the basket. Page 5

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