Excel$\_4$G$\_$Aquatics

Project Description:

In the following project, you will assist Lindsay Johnson, the Director of Pools and Recreation, in creating and modifying a PivotTable report and a PivotChart report to analyze revenue and expenses from the Aquatics Program.

Steps to Perform:

Step Instructions Points Possible

$1$ Open the Excel workbook Student$\_$Excel$\_4$G$\_$Aquatics.xlsx downloaded with this project. $0$

$2$ Click cell A$2,$ and then insert a Recommended PivotTable by choosing the Blank PivotTable option in the lower left corner of the dialog box. Add the Month field to the Filters area, add the Pool field to the Rows area and the Item field to the Columns area. Place the Amount field in the Values area and then Close the PivotTable Fields list. $($Mac users, move fields as necessary so that they are placed in the correct areas of the area section.$)10$

$3$ Format the values in the PivotTable using the Number category to display zero decimal places and the $1000$ Separator. Change the PivotTable Name to pt$14$

$4$ Insert slicers for the Pool and Item fields, and then filter by the Tropics Pool and Spa Fees. Move the Pool slicer so that its upper left corner aligns with the upper left corner of E$3.$ Move the Item slicer so that its upper left corner aligns with G$3.$ Make a copy of this worksheet. Rename the copied worksheet Tropics Pool and then on the on the Tropics Pool sheet, click in the PivotTable and change the PivotTable Name to pt$217$

$5$ Display Sheet$1.$ Clear the filters from the slicers and remove the slicers from the worksheet. Rename the sheet $2$Q Revenue $5$

$6$ Insert a PivotChart using the Stacked Column chart type. Move the chart to a new sheet, and then name the chart sheet $2$Q Revenue Chart $5$

$7$ Apply the Layout $3$ chart layout. Add centered Data Labels, and then if the field buttons display, hide all of the field buttons on the chart. As the Chart Title, type $2$nd Quarter Aquatics Program Revenue and then insert a custom footer with the file name in the left section. $8$

$8$ Add a new worksheet to the workbook. On the Data tab, click Get Data and then from your downloaded files, import the Microsoft Access Database e$04$G$\_$Pool$\_$Supplies.accdb. Load both of the tables in the database. $($Mac users, on the Data tab, click Get Data, and then click From Text. From your downloaded files, click Excel$\_4$G$\_$Pool$\_$Supplies$\_$csv$.$csv$,$ and then click Get Data. Use Comma delimiters and General column data format. Put the data in the Existing sheet in A$1.)$

$2$

$9$ Insert a PivotTable in the Existing Worksheet using the From Data Model option. $($Mac users, insert a PivotTable in a New worksheet. Select and delete rows $1$ and $2$ which are blank.$)2$

$10$ To create the PivotTable, in the PivotTable Fields list, expand both tables. In the Suppliers table, place the Supplier field in the Columns area. From the Supply Order Summary table, place the Item field in the Rows area, and the Quantity field in the Values area. Apply the Number format to the values in the PivotTable with zero decimals and the $1000$ separator. Change the PivotTable Name to pt$38$