Travel Expenses step by step and excel doc to do it in please make sure to do it all and take time Expense
$ 93,28
$ 113,64
$ 114,90
$ 123,41
$ 124,64
$ 285,00
$ 285,32
$ 304,12
$ 324,08
$ 327,95
$ 340,76
$ 374,82
$ 423,99
$ 450,00
$ 595,00
$ 595,00
$ 658,00
$ 750,20
$ 775,00
$ 840,25
$ 864,84
$ 995,00
$ 1.051,14
$ 1.204,78
$ 1.283,50
Employee Category
Donaldson Misc
Miller
Misc
Hart
Misc
Abbott
Misc
Overton Misc
Miller
Airfare
Abbott
Meals
Miller
Meals
Donaldson Meals
Hart
Airfare
Hart
Meals
Overton Meals
Donaldson Airfare
Donaldson Registration
Abbott
Registration
Miller
Registration
Overton Airfare
Abbott
Airfare
Overton Registration
Miller
Hotel
Hart
Hotel
Hart
Registration
Abbott
Hotel
Donaldson Hotel
Overton Hotel
Employee Category Expense
Donaldson Misc
$ 93,28
Miller
Misc
$ 113,64
Hart
Misc
$ 114,90
Abbott
Misc
$ 123,41
Overton Misc
$ 124,64
Miller
Airfare
$ 285,00
Abbott
Meals
$ 285,32
Miller
Meals
$ 304,12
Donaldson Meals
$ 324,08
Hart
Airfare
$ 327,95
Hart
Meals
$ 340,76
Overton Meals
$ 374,82
Donaldson Airfare
$ 423,99
Donaldson Registration $ 450,00
Abbott
Registration $ 595,00
Miller
Registration $ 595,00
Overton Airfare
$ 658,00
Abbott
Airfare
$ 750,20
Overton Registration $ 775,00
Miller
Hotel
$ 840,25
Hart
Hotel
$ 864,84
Hart
Registration $ 995,00
Abbott
Hotel
$ 1.051,14
Donaldson Hotel
$ 1.204,78
Overton Hotel
$ 1.283,50
Grader – Instructions
Excel 2016 Project
EX16_XL_CH05_GRADER_CAP_AS – Travel Expenses 1.7
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.
Steps to Perform:
Points
Possible
Step
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.
0
2
On the Subtotals worksheet, sort the data by Employee and further sort by Category, both in
alphabetical order.
4
3
Use the Subtotals feature to insert subtotal rows by Employee to calculate the total expense
by employee.
6
4
Collapse the Donaldson and Hart sections to show only their totals. Leave the other
employees individual rows displayed.
5
5
Use the Expenses worksheet to create a blank PivotTable on a new worksheet named
Summary. Name the PivotTable Categories.
8
6
Use the Category and Expense fields, enabling Excel to determine where the fields go in the
PivotTable.
5
7
Modify the Values field to determine the average expense by category. Change the custom
name to Average Expense.
4
8
Format the Values field with Accounting number type.
4
9
Type Category in cell A3 and change the Grand Totals layout option to On for Rows Only.
5
10
Apply Pivot Style Dark 2 and display banded rows.
5
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 slicer below the PivotTable.
6
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.
Created On: 02/20/2019
1
10
EX16_XL_CH05_GRADER_CAP_AS – Travel Expenses 1.7
Grader – Instructions
Step
Excel 2016 Project
Points
Possible
Instructions
13
Change the name for the Expenses column to Totals and format the field with Accounting
number format.
6
14
Insert a calculated field to subtract 2659.72 from the Expense field. Format the field with the
custom name Above or Below Average and apply Accounting number format to the field.
10
15
Set 12.29 (approximate) as the width for column B and column C, change the row height of
row 3 to 30, and apply word wrap to cell C3.
4
16
Create a clustered column PivotChart from the PivotTable. Move the PivotChart to a new
sheet named Chart. Hide all field buttons in the PivotChart, if necessary.
10
Note, Mac users, select the range A3:C8 in the PivotTable. On the Insert tab, click Column,
and then click Clustered Column. Right-click, and from the shortcut menu, click Move Chart.
17
Add a chart title above the chart and type Expenses by Employee. Change the chart style to
Style 14.
0
Note, Mac users, continue on to the next Step.
18
Apply 11 pt font size to the value axis and display vertical axis as Accounting with zero
decimal places.
4
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.
4
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.
0
Total Points
Created On: 02/20/2019
2
100
EX16_XL_CH05_GRADER_CAP_AS – Travel Expenses 1.7
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