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Description

Grader – Instructions
Excel 2019 Project
Exp19_Excel_Ch03_Cap_Gym
Project Description:
You and a business partner opened a fitness gym three years ago. Your partner oversees managing the operations of the
gym, ensuring the right equipment is on hand, maintenance is conducted, and the appropriate classes are being offered with
the right trainers and staff. You oversee managing the business aspects, such as marketing, finance, and general personnel
issues. The business is nearing the end of its third year. You have put together the financials, and now you want to show the
data more visually because you know it will make more sense to your business partner that way. You want to create charts
and insert sparklines that show the trends to discuss with your partner.
Steps to Perform:
Step
Points
Possible
Instructions
1
Start Excel. Download and open the file named Exp19_Excel_Ch03_Cap_Gym.xlsx. Grader
has automatically added your last name to the beginning of the filename.
0
2
You will create a pie chart to focus on the expenses for the current year.
5
Insert a 2-D pie chart using the ranges A11:A19 and D11:D19 on the Income worksheet.
3
Move the chart to a new chart sheet named Expenses. Move it to the right of the Membership
sheet.
3
4
The chart needs a descriptive, easy-to-read title.
5
Change the chart title to Expenses for Year 3 and change the font size to 20.
5
You want to create a clustered bar chart.
5
Insert a clustered bar chart using the ranges A4:D4 and A11:D19 on the Income worksheet.
6
You want to place this chart and other charts on a Summary worksheet to look at trends.
3
Move the chart as an object on the Summary worksheet. Cut the bar chart and paste it in cell
I1.
7
The chart should have a descriptive title to explain which expenses are excluded.
3
Change the bar chart title to Expenses (Without Payroll and Cost of Sales).
8
You want to filter out the Payroll and Cost of Sales to focus on other expenses. The bar chart
displays expenses the first expense (Advertising) at the bottom of the category axis. You want
to reverse the categories to display in the same sequence as the expenses are listed in the
worksheet.
8
Apply a chart filter to remove Payroll and Cost of Sales. Select the category axis and use the
Format Axis task pane to display categories in reverse order. Change the Maximum Bound to
25000.
Mac Users: Apply the filter using Select Data and Switch Row/Column. Be sure to switch the
rows and columns back after filtering the data.
Created On: 11/06/2020
1
Exp19_Excel_Ch03_Cap – Gym 1.2
Grader – Instructions
Step
9
Excel 2019 Project
Points
Possible
Instructions
You decide to format the pie chart with data labels and remove the legend because there are
too many categories for the legend to be effective.
8
Display the Expenses sheet and remove the legend. Add Percent and Category Name data
labels and choose Outside End position for the labels. Change the data labels font size to 10.
10
You want to emphasize the Education & Training slice by exploding it.
2
Explode the Education & Training slice by 12%.
11
Add the Light Gradient ? Accent 2 fill color to the chart area.
2
12
You create another chart showing the Balance sheet items. You change the chart to a
clustered column and switch the row and column data to focus on each balance sheet item.
10
Insert a stacked column chart using the ranges A4:D4, A10:D10, A15:D15, and A16:D16 on
the Balance sheet.
Change the chart type to Clustered Column and switch the rows and columns in the chart.
13
You want to move the column chart to be on the Summary worksheet along with the bar chart.
5
Move the column chart to the Summary worksheet. Cut the chart and paste it in cell A1.
14
The column chart needs to have a descriptive title to indicate the data comes from the Balance
sheet.
2
Change the title to 3-Year Balance Sheet.
15
The last chart will be a line chart to show the trends in Memberships.
5
Insert a line chart using the range I3:L15 on the Membership worksheet.
16
You want to move the line chart to be on the same Summary sheet as column and bar charts.
4
Move the line chart to the Summary worksheet. Cut the chart and paste it in cell A17.
17
Because the lowest value is between 200 and 300, you will change the vertical axis at 200
instead of 0.
5
Adjust the vertical axis so the Minimum Bound is 200 and display a vertical axis title # of
Memberships for the line chart.
18
Apply Chart Style 4 and change colors to Monochromatic Palette 8 for the line chart.
4
19
Move the legend to the top of the chart and add the chart title 3-Year Membership Trends.
4
20
It is a best practice to add Alt Text for each chart for accessibility compliance.
2
Display the pie chart and add Alt Text: The pie chart displays percentage of expenses for
Year 3. (including the period)
21
Display the column chart and add Alt Text: The column chart displays total assets, total
liabilities, and retained earnings for three years. (including the period)
Created On: 11/06/2020
2
2
Exp19_Excel_Ch03_Cap – Gym 1.2
Grader – Instructions
Step
Excel 2019 Project
Points
Possible
Instructions
22
Display the bar chart and add Alt Text: The bar chart displays expenses for three years
without payroll or cost of sales. (including the period)
2
23
Display the line chart and add Alt Text: The line chart displays monthly trends in
memberships for three years. (including the period)
2
24
You want to add sparklines to the Daily Attendance Trends. You add high points to emphasize
which time of day is the most popular for your membership.
7
Select range B16:F16 on the Membership worksheet. Insert Column Sparklines using data
from the range B6:F14. Display the high points for the sparklines.
25
Insert a footer with Exploring Series on the left, the sheet name code in the center, and the
file name code on the right on the Membership, Expenses, and Summary sheets individually.
Change to Normal view.
2
26
Save and close Exp19_Excel_Ch03_Cap_Gym.xlsx. Exit Excel. Submit the file as directed.
0
Total Points
Created On: 11/06/2020
3
100
Exp19_Excel_Ch03_Cap – Gym 1.2
Better You Fitness Center
Profit and Loss Statement
Year 1
Income
Memberships
Clothing Merchandise
Other
Total Income
Expenses
Cost of Sales
Payroll
Advertising
Education & Training
Insurance
Rent
Repairs & Maintenance
Utilities
Supplies
Total Operating Expenses
Net Operating Profit
$
$
$
$
$
Year 2
100,000
85,000
4,250
189,250
$
75,000
75,000
15,270
10,000
15,000
25,000
5,000
12,000
3,000
235,270
(46,020)
$
$
$
$
Year 3
275,000
111,300
5,350
391,650
$
92,500
180,000
17,163
12,000
15,000
25,000
10,000
13,200
3,200
368,063
23,587
$
$
$
$
395,000
126,000
6,140
527,140
65,000
250,000
15,879
10,000
15,000
25,000
3,000
14,520
3,800
402,199
124,941
Better You Fitness Center
Balance Sheet
Year 1
Assets
Bank Account
Accounts Receivable
Gym Equipment
Merchandise Inventory
Total Assets
Liabilities
Accounts Payable
Current Loans Due
Long Term Equipment Loan
Total Liabilities
Retained Earnings
Net Worth
$
$
$
$
$
Year 2
81,696
41,300
15,095
40,000
178,091
$
18,134
26,000
174,000
218,134
(40,043)
178,091
$
$
$
$
Year 3
147,907
65,667
8,000
55,000
276,574
$
16,244
26,000
148,000
190,244
86,330
276,574
$
$
$
$
260,409
74,340
9,000
60,000
403,749
18,213
26,000
122,000
166,213
237,536
403,749
Better You Fitness Center
Year 3 Daily Attendance Trends
4am – 6am
6am – 8am
8am – 10am
10am – 12pm
12pm – 2pm
2pm – 4pm
4pm – 6pm
6pm – 8pm
8pm – 10pm
6am – 8am
8am – 10am
10am – 12pm
12pm – 2pm
2pm – 4pm
Monday
50
125
100
90
75
62
125
125
75
Saturday
100
125
75
50
25
Weekday
Tuesday Wednesday
50
45
100
85
100
110
100
100
65
70
50
55
140
150
150
105
20
40
Weekend
Sunday
90
100
75
25
25
Thursday
40
110
90
90
50
50
85
150
30
Friday
30
120
100
100
25
35
35
20
20
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
Jan
Feb
Better You Fitness Center
3-Year Membership Totals
Year 1
Year 2
250
560
250
560
255
560
275
575
275
575
260
575
250
585
275
750
275
750
325
765
500
925
550
930
Year 3
935
948
960
990
990
990
1,025
1,025
1,050
1,100
Better You Fitness Center
Profit and Loss Statement
Year 1
Income
Memberships
Clothing Merchandise
Other
Total Income
Expenses
Cost of Sales
Payroll
Advertising
Education & Training
Insurance
Rent
Repairs & Maintenance
Utilities
Supplies
Total Operating Expenses
Net Operating Profit
$
$
$
$
$
Year 2
100.000
85.000
4.250
189.250
$
75.000
75.000
15.270
10.000
15.000
25.000
5.000
12.000
3.000
235.270
(46.020)
$
$
$
$
Year 3
275.000
111.300
5.350
391.650
$
92.500
180.000
17.163
12.000
15.000
25.000
10.000
13.200
3.200
368.063
23.587
$
$
$
$
395.000
126.000
6.140
527.140
65.000
250.000
15.879
10.000
15.000
25.000
3.000
14.520
3.800
402.199
124.941
Better You Fitness Center
Balance Sheet
Year 1
Assets
Bank Account
Accounts Receivable
Gym Equipment
Merchandise Inventory
Total Assets
Liabilities
Accounts Payable
Current Loans Due
Long Term Equipment Loan
Total Liabilities
Retained Earnings
Net Worth
$
$
$
$
$
Year 2
81.696
41.300
15.095
40.000
178.091
$
18.134
26.000
174.000
218.134
(40.043)
178.091
$
$
$
$
Year 3
147.907
65.667
8.000
55.000
276.574
$
16.244
26.000
148.000
190.244
86.330
276.574
$
$
$
$
260.409
74.340
9.000
60.000
403.749
18.213
26.000
122.000
166.213
237.536
403.749
Better You Fitness Center
Year 3 Daily Attendance Trends
4am – 6am
6am – 8am
8am – 10am
10am – 12pm
12pm – 2pm
2pm – 4pm
4pm – 6pm
6pm – 8pm
8pm – 10pm
6am – 8am
8am – 10am
10am – 12pm
12pm – 2pm
2pm – 4pm
Monday
50
125
100
90
75
62
125
125
75
Saturday
100
125
75
50
25
Weekday
Tuesday Wednesday
50
45
100
85
100
110
100
100
65
70
50
55
140
150
150
105
20
40
Weekend
Sunday
90
100
75
25
25
Thursday
40
110
90
90
50
50
85
150
30
Friday
30
120
100
100
25
35
35
20
20
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
Jan
Feb
Better You Fitness Center
3-Year Membership Totals
Year 1
Year 2
250
560
250
560
255
560
275
575
275
575
260
575
250
585
275
750
275
750
325
765
500
925
550
930
Year 3
935
948
960
990
990
990
1.025
1.025
1.050
1.100

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