Year 2017 2017 2015 2016 2016 2015 2016 2016 2016 2015 2017 2016 2015 2015 2016 2015 2017 2015 2015 2016 2015 2016 2015 2017 2017 2016 2016 2015 2016 2015 2016 2015 2016 2016 2016 2017 2015 2015 2015 2017 2015 2016 2015 2017 2017 2016 2016 2015 2016 2015 2016 2015 2016 2016 2016 2017 2015 2015 2015 2017 2015 2016 2015 Quarter Location CarClass Revenue Q1 Downtown Economy "$977,700" " Q1 Airport Economy "$1,047,832" Q3 Downtown Economy "$805,325" " Q4 Airport Economy "$959,953" " Q1 Downtown Economy "$751,466" " Q3 Airport Economy "$734,028" " Q4 Downtown Economy "$736,727" " Q3 Downtown Economy "$712,259" " Q2 Downtown Economy "$670,449" " Q4 Airport Economy "$640,474" " Q2 Downtown Economy "$601,257" " Q3 Airport Economy "$621,108" " Q4 Downtown Economy "$532,065" " Q2 Airport Economy "$502,546" " Q1 Airport Economy "$521,919" " Q1 Airport Economy "$470,125" " Q2 Airport Economy "$622,565" " Q2 Downtown Economy "$396,848" " Q1 Downtown Economy "$375,118" " Q2 Airport Economy "$385,122" " Q4 Airport Premium "$663,901" " Q3 Airport Premium "$688,440" " Q4 Downtown Premium "$624,053" " Q1 Airport Premium "$710,376" " Q2 Airport Premium "$722,782" " Q2 Airport Premium "$627,078" " Q1 Airport Premium "$591,816" " Q3 Downtown Premium "$540,217" " Q2 Downtown Premium "$523,205" " Q2 Downtown Premium "$487,629" " Q4 Airport Premium "$565,096" " Q3 Airport Premium "$505,403" " Q3 Downtown Premium "$517,183" " Q1 Downtown Premium "$444,247" " Q4 Downtown Premium "$451,490" " Q1 Downtown Premium "$452,565" " Q1 Downtown Premium "$370,679" " Q1 Airport Premium "$375,811" " Q2 Airport Premium "$317,110" " Q2 Downtown Premium "$345,020" " Q4 Airport SUV "$663,548" " 4,299 Q3 Airport SUV "$688,301" " 4,263 Q4 Downtown SUV "$623,328" " 4,264 Q1 Airport SUV "$710,588" " 4,166 Q2 Airport SUV "$722,606" " 4,160 Q2 Airport SUV "$626,757" " 3,943 Q1 Airport SUV "$591,590" " 3,779 Q3 Downtown SUV "$540,623" " 3,758 Q2 Downtown SUV "$523,359" " 3,400 Q2 Downtown SUV "$487,843" " 3,427 Q4 Airport SUV "$565,293" " 3,381 Q3 Airport SUV "$504,888" " 3,349 Q3 Downtown SUV "$518,004" " 3,345 Q1 Downtown SUV "$444,127" " 2,939 Q4 Downtown SUV "$450,725" " 2,846 Q1 Downtown SUV "$451,944" " 2,833 Q1 Downtown SUV "$371,061" " 2,646 Q1 Airport SUV "$376,497" " 2,621 Q2 Airport SUV "$317,066" " 2,151 Q2 Downtown SUV "$344,938" " 2,078 Q4 Airport Hybrid "$663,467" " Q3 Airport Hybrid "$688,782" " Q4 Downtown Hybrid "$623,719" " 6,290 " 5,577 5,413 5,080 4,922 4,796 4,715 4,472 4,278 3,758 3,710 3,610 3,489 3,445 3,408 3,324 2,881 2,849 2,280 4,055 4,045 4,016 3,957 3,961 3,711 3,570 3,533 3,247 3,241 3,228 3,148 3,150 2,798 2,698 2,685 2,514 2,466 2,056 1,996 " " " " " " " " " " " " " " " " " " " " 4,139 4,089 4,109 NumCars " 5,963 " " " " " " " " " " " " " " " " " " " " " " " " " " " " " " " " " " " " " " " " " " 2017 2017 2016 2016 2015 2016 2015 2016 2015 2016 2016 2016 2017 2015 2015 2015 2017 Q1 Q2 Q2 Q1 Q3 Q2 Q2 Q4 Q3 Q3 Q1 Q4 Q1 Q1 Q1 Q2 Q2 Airport Airport Airport Airport Downtown Downtown Downtown Airport Airport Downtown Downtown Downtown Downtown Downtown Airport Airport Downtown Hybrid Hybrid Hybrid Hybrid Hybrid Hybrid Hybrid Hybrid Hybrid Hybrid Hybrid Hybrid Hybrid Hybrid Hybrid Hybrid Hybrid "$709,847" "$722,481" "$626,363" "$591,561" "$540,387" "$523,471" "$488,036" "$565,829" "$505,782" "$517,267" "$444,554" "$450,842" "$452,493" "$370,963" "$376,241" "$317,492" "$344,374" " " " " " " " " " " " " " " " " " 4,050 4,018 3,807 3,669 3,597 3,320 3,281 3,261 3,236 3,210 2,867 2,757 2,702 2,554 2,533 2,106 2,033 " " " " " " " " " " " " " " " " " Excel Project 2 – MS Excel (Fall 2018) Use the project description below to complete this activity (all the details are included in this document). For a review of the complete rubric used in grading this exercise, click on the Assignments tab, then on the title "Excel Project 2." Click on Show Rubrics if the rubric is not already displayed. Summary Create a Microsoft Excel workbook with four worksheets that provides extensive use of Excel capabilities including charting, and written analysis and recommendations in support of a business enterprise. A large rental car company has two metropolitan locations, one at the airport and another centrally located in downtown. It has been operating since 2015 and each location summarizes its car rental revenue quarterly. Both locations rent four classes of cars: economy, premium, hybrid, SUV. Rental revenue is maintained separately for the four classes of rental vehicles. The data for this case resides in the file fall2018rentalcars.txt and can be downloaded by clicking on the Assignments tab, then on the data file name. It is a text file (with the file type .txt). Do not create your own data. You must use the data provided and only the data provided. Default Formatting. All labels, text, and numbers will be Arial 10, There will be $ and comma and decimal point variations for numeric data, but Arial 10 will be the default font and font size. Tutorials Note: Tutorials that address activities used in this project have been assigned in Week 1, 2 and 3. Step 1 2 3 Requirement Open Excel and save a blank workbook with the following name: a. “Student’s First InitialLast Name Excel Project 1” Example: JSmith Excel Project 1. b. Set Page Layout Orientation to Landscape. Comments Use Print Preview to review how the first worksheet would print. Change the name of the worksheet to Analysis by. In the Analysis by worksheet: a. Beginning in Row 1, enter the four labels in column A (one label per row) in the following order: Name:, Class/Section:, Project:, Date Due: b. Place a blank row between each label. Please note the colon : after each label. c. Align the labels to the right side in the cells It may be necessary to adjust the column width so the four labels are clearly visible within Column A (not extending into Column B). Format for column A: • • • Arial 10 point Normal font Right-align all four labels in the cells Step Requirement In the Analysis by worksheet with all entries in column C: a. Enter the appropriate values for your Name (in cell C1), Class and Section, Project, Date across from the appropriate label in column A. 4 b. Use the formatting in the Comments column (to the right). Comments Format for column C: • • • Arial 10 point Bold Left-align all four values in the cells It may be necessary to adjust the column width so the four labels are clearly visible within Column C (not extending into Column D). 5 a. Create new worksheets: Data, Initial Analysis, and Profit Analysis Upon completion, there should be Analysis by as well as the three newly created worksheets. b. Delete any other worksheets. Note: The three new worksheets might not have Arial 10 point as the default type so it may be necessary to change the font and point to Arial 10 for the new worksheets. 6 7 If necessary, reorder the four worksheets so they are in the following order: Analysis by, Data, Initial Analysis, Profit Analysis. After clicking on the blank cell A1 (to select it) in the Data worksheet, import the text file fall2018rentalcars.txt into the Data worksheet. The data should begin in Column A, Format: Row 1. all data (field names, data text, and data numbers) Though the intent is to import the text file into the Data worksheet, sometimes when text data is imported into a worksheet, a new worksheet is created. If this happens, • Arial 10 point delete the blank Data worksheet, and then rename the new • Normal font worksheet which HAS the recently imported data as “Data.” It may be necessary to change Revenue data to Currency format ($ and comma (thousands separators)) The field names should with NO decimal points, and to change NumCars data to be in the top row of the number format, with NO decimal points, but with the worksheet with the data comma (thousands separator) because of the import directly under it in rows. operation. This action may not be necessary as this is part This may or may not occur, but in case it does it needs to of the Excel table creation be corrected. Adjust all column widths so there is no data process. The data should or column header truncation. begin in column A. Step Requirement Comments In the Data worksheet: 8 a. Create an Excel table with the recently imported data. b. Pick a style with the styles group to format the table (choose a style that shows banded rows, i.e., rows that alternate between 2 colors). c. The style should highlight the field names in the first row. d. Ensure NO blank cells are part of the specified data range. e. Ensure the table has headers. f. Ensure that Header Row and Banded Rows are selected in the Table Style Options Group Box, but do NOT select a Total row. In the Data worksheet: 9 a. Sort the entire table by Year (ascending) b. Delete all 2017 rows and data. There should be one row for titles and sixty-four rows of data after the 2017 data is deleted. c. There should be no column or data truncation. Copy the contents of the Data worksheet to both the Initial Analysis and Profit Analysis worksheets, with cell A1 as upper left-hand corner in for both worksheets. 10 a. The two worksheet Excel tables should meet the formatting requirements of the Data worksheet specified in step 7 above . b. There should be no column or data truncation. c. Each of the destinations should have an Excel table. Some adjustment may be necessary to column widths to ensure all field names and all data are readable (not truncated or obscured). Step Requirement In the Initial Analysis worksheet, using the Excel table just copied there: 11 a. Create a Pivot Table. b. Adjust column widths if necessary to eliminate title and data truncation of the pivot table. c. Locate the top edge of the Pivot Table in at the top edge of Row 1 and a few columns to the right of the data d. Display the total revenue for all four types (carclass) of vehicles. e. Display the total revenue for both Airport and Downtown locations. f. Row and column calculations (sum) are required so that the total revenue for EACH location and the total revenue for EACH carclass are visible in the pivot table. There must be a grand total that represents the sum of ALL revenue. g. Ensure that the formatting is as listed in the Comments column. In the Initial Analysis worksheet, using the pivot table: 12 Comments Format (for pivot table label, text, data as appropriate): • Currency (leading dollar sign) • No decimal places • Arial 10 point • Normal font • No title or data truncation in the pivot table. • Right-align the row labels. The chart should allow a viewer to determine approximate revenue totals for each vehicle total revenue at each location. a. Create a column or bar type of chart that shows the total revenue for each of the four vehicle types at each location. b. Add a title that reflects the information presented by the chart. c. The upper left corner of the chart should be one or two rows below the above referenced pivot table and left-aligned with the The chart should have pivot table. no more than 8 bars or d. The chart should clearly indicate location and type of car. columns. For the two questions that follow, present your answers in the Initial Analysis worksheet in a very readable format. These answers should be placed on the page below the pivot table and chart Do not let the answers be "split" over more than one page. You can type your answer in one cell (in Column A), then highlighting and selecting several rows and columns, selecting merge cells and selecting Wrap Text. Do NOT widen the columns as this will adversely impact the appearance of the pivot tables above. You will want to change the text from Center to Left justification. Play with this a bit. If you simply type your answer on a single line in Column A, that will also be ok. But be sure the entire answer can be read without the reader having to change any formatting or view the results in the cell contents box. There should be no need for horizontal scrolling or to read the answers in the cell editor at the top of the worksheet. 13 Question 1: Based on the pivot table above, which location for 2015 and 2016 combined produced the most revenue? How much revenue was it? a. Label your response Question 1. b. Answer this question in 2 to 3 sentences. Use the following text format: • Arial 10 point • Normal/Black • Left-align text in the cell 14 15 Question 2. Based on the pivot table above, which combination of location and car class for 2015 and 2016 combined produced the most revenue? How much revenue was it? a. Label your response Question 2. b. Answer this question in 2 to 3 sentences. Use the following text format: In the Profit Analysis worksheet: Use the following text format: In Row 1 and in the column to the immediate right of NumCars label, add the following labels in the following order: Expenses, Profit, ProfitperCar (three labels, each in one column), if necessary adjusting column widths to eliminate truncation. The Excel table should be extended three columns to the right after adding these three new columns. In the Profit Analysis worksheet: 16 17 1. In Row 1, two columns to the right of the Profit per Car label add the label: Hybrid Expense per Car. 2. In Row 2, in the same column as Hybrid Expenses add the label Non-Hybrid Expense per Car. DO NOT adjust column widths for these two labels. The blank column to the left of these two labels will prevent these two labels from becoming a right extension of the Excel table. • Arial 10 point • Normal/Black • Left-align text in the cell • Arial 10 point • Normal/Black • Left-align text in the cell Use the following text format: • Arial 10 point • Bold • Left-align text in the cell In the Profit Analysis worksheet: Format: In the next totally visible cell (no content bleed over from label) in Row 1 add 100 for Hybrid Expense per Car in Row 1 and in Row 2 add 50 for Non-Hybrid Expense per Car. The absolute cell addresses of these two numeric values will be used to calculate Expenses in the Excel table for each row. • Currency (leading dollar sign) • No decimal places • Arial 10 point • Normal font 18 In the Profit Analysis worksheet: Format: Expenses costs include maintenance, cleaning, and administrative expenses associated for a car rental. The Expenses for one rental transaction will be determined from the values specified in the worksheet. DO NOT enter the values in this column on a cell by cell basis. a. In the first cell directly under the Expenses label, calculate the total Expenses that corresponds to the number of cars rented IN THAT ROW (NumCars) using an "IF" statement to as part of the formula to determine the value of Expenses for one vehicle. b. First, use the "IF" statement to determine the single vehicle Expenses and second, edit the cell contents to multiply it by the NumCars so that the Expenses value represents the total Expenses costs for the Number of Cars (NumCars) rented in a given row. c. Use the absolute cell address for the numerical Expenses value for ONE vehicle which should then be multiplied by the number of cars in each row. d. Adjust column width as needed to eliminate truncation after format adjustments.. Note: the use of absolute addresses allows those Expenses values to be changed and then by recalculation, update the entire Excel table. • Currency (leading dollar sign) • No decimal places • Arial 10 point • Normal font Step Requirement In the Profit Analysis Worksheet: 19 a. In the first cell directly under the Profit label, rowwise calculate total profit by subtracting Expenses from revenue (should be a positive number). b. In the first cell directly under the ProfitperCar label, row-wise divide Profit by NumCars. c. Adjust column widths as needed to eliminate truncation after formatting. In the Profit Analysis worksheet: 20 a. Create a Pivot Table using numeric data from Profit column. b. Display the total profit for each of the four classes of cars. c. Display the total profit for Airport as well as the Downtown location. d. Row and column calculations (sum) are required so that the total profit for EACH location and the total profit for EACH carclass are visible in the pivot table. There must be a grand total (sum) that represents the sum of ALL profit. e. Position the upper left corner of the Pivot Table in the same column as the Hybrid Expense per Car label begins and two rows below it. f. Use format as defined in the Comments. Comments Format: • Currency (leading dollar sign) • No decimal places for Profit and two decimal places for ProfitperCar data • Arial 10 point • Normal font Format (for pivot table labels, text, data as appropriate): • Currency (leading dollar sign) • No decimal places • Right-align pivot table column labels • Arial 10 point • Normal font Locate the top edge of the Pivot Table in Row 4 and left aligned with the Hybrid Expenses label. In the Profit Analysis worksheet: 21 a. Create a Pivot Table using numeric data from Profit column. b. Display the average quarterly profit for each of the four classes of cars. c. Display the average quarterly profit for each location. d. Row and column calculations (average) are required so that the average quarterly profit for EACH location and the average quarterly profit for EACH carclass are visible in the pivot table. There must be a composite average (average) that represents the average of all quarterly profit values. e. Position the upper left corner to align with the pivot table above and two rows below the pivot table above. f. The positioning of the column and row categories should match those of the above pivot table. This pivot table displays average NOT total. Adjust column widths to avoid data and label truncation after both pivot tables are created. Format (for pivot table labels, text, data as appropriate): • Currency (leading dollar sign) • No decimal places • Arial 10 point • Right-align pivot table column labels • Normal font Step Requirement Comments For the questions below, in the Profit Analysis worksheet, present your answers in a very readable format left-aligned with and one or two rows beneath the lower pivot table. You can type your answer in one cell, then highlight and select several rows and columns, selecting merge cells and selecting Wrap Text. Do NOT widen the columns as this will adversely impact the appearance of the worksheet items above. You will want to change the text from Center to Left justification. Play with this a bit. If you simply type your answer on a single line in that will also be ok. But be sure the entire answer can be read without the reader having to change any formatting. Reading the answer in the cell editor is NOT acceptable, the answer must be visible in the worksheet itself. 22 23 Question 1: Based on the upper pivot table, which of the two locations produces the greater profit (include the profit figure) and which vehicle class of the four produces the least profit (include the profit figure)? Label your response Question 1. Answer this question in 2 to 3 sentences one or two rows below and leftaligned with the lower pivot table. Question 2: Based on the lower pivot table, which combination of location and carclass is MOST profitable on a quarterly basis and which combination is least profitable on a quarterly basis car (include the average quarterly values with the answer). Label your response Question 2. Answer this question in 2 to 3 sentences in a new row left-aligned with the Question 1 response and one or two rows beneath it. Format: • • • Arial 10 point Normal/Black Left-align text in the cell Format: • • • Arial 10 point Normal/Black Left-align text in the cell
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