IFSM 201 Excel Project 1 (Rental Car Company) (July 2018 Data)
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Excel Project 1 – MS Excel Use the project description HERE to complete this activity. For a review of the complete rubric used in grading this exercise, click on the Assignments tab, then on the title "Excel Project 1." Click on Show Rubrics if the rubric is not already displayed.
Summary Create a Microsoft Excel file with four worksheets that provides extensive use of Excel capabilities including graphing, 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 two classes of cars: economy and premium. Rental revenue is maintained separately for the two classes of rental vehicles. The data for this case resides in the file Excel Project 1-Data.txt and can be downloaded by clicking on the Assignments tab, then on the data tile name. It is a text file (with the file type .txt). Do not create your own data. You must use the data provided andonlythe data provided. Tutorials Note: Tutorials that address activities used in this project have been assigned in Week 1, 2 and 3. Open Excel and save a blank worksheet with the following name: 1 a. “Student’s First InitialLast Name Excel Project 1” Example: JSmith Excel Project 1. b. Set Page Layout to Landscape
3 a. In the Analysis by worksheet, enter the four labels vertically in column A 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 in the cell
d. It may be necessary to adjust the column width so the four labels are clearly visible.
4 a. In the Analysis by worksheet, with all entries in column C, enter the appropriate values for Name, Class and Section, Project, Date Due. b. It may be necessary to adjust the column width so the four labels are clearly visible. c.
Use the formatting listed in the Comments
5. a.
Create new worksheets: Data,
Sorted, and Airport. Upon completion, there should be Analysis by as well as the three newly created worksheets. b.
Delete any other worksheets.
6. a. If necessary, reorder the four worksheets so they are in the following order: Analysis by, Data, Sorted, Airport.
7.In the Data worksheet, import the text file Excel Project 1-Data.txt. 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, delete the blank Data worksheet, and then rename the new worksheet which HAS the recently imported data as “Data.� It may be necessary to change Revenue to Currency format with NO decimal points and to change NumCars to numerical format, with no decimal points, as a result of the import operation. This may or may not occur, but in case it does it needs to be corrected.
8. In the Data worksheet, a.
create an Excel table with the recently imported data.
b.
Pick a style with the styles group to format the table,
c.
The style should highlight the field names in the first row.
d. Ensure NO blank spaces are part of the specified data range. Insure the table has headers. e. Insure that Header Row and Banded Rows are selected in the Table Style Options Group Box.
9. In the Data worksheet, a.
select the entire table (data and headers) using a mouse.
b.
Copy the table to the Sorted worksheet.
c. The upper left hand corner of the header/data in Sorted should be in cell A1. d. Adjust columns widths if necessary to insure all data and field names are readable.
10. In the Sorted worksheet, a. b.
sort the data by location (ascending) (All cells with data in the table should be selected)
11. a. Copy the entire table from the Sorted worksheet to the Airport worksheet. b. Some column adjustments may be necessary to insure the field names as well as the data is all readable.
12. a. delete all the rows in the table where the data is for Downtown, b.
the field names should remain at the top of the table, and
c.
the remaining data should be for the Airport location.
13. In the Airport worksheet, a. sort all the data first by CarClass (Ascending), b. then by Year (Ascending),
c.
then by Quarter (Ascending).
14. In the Airport worksheet, a. add a new column head AvgRev that calculates the Average Revenue for a row, b. add a formula to calculate the AvgRev by dividing the Revenue by the NumCars for all rows in the table, and c.
use 2 decimal points in the values.
d. Column adjustment may be needed to insure both the title and the data is visible. e. Use the formatting instructions in the Comments.
15. In the Airport worksheet, a. create a range named AE that includes every AvgRev value for Economy cars, and b. create a range named AP that includes every AvgRev value for Premium cars.
16. In the Airport worksheet, a. on the third row below the final row of the data, b. create a label called Average Quarterly Revenue per Economy Car (Airport). c.
Use the formatting instructions in the Comments.
17. In the Airport worksheet, a. in the first fully visible cell to the right of the label, b. calculate the Average Quarterly Revenue per Economy Car (Airport) using the average function and the named range AE. Insure the Average is Currency format with two decimal points. No credit will be awarded if anything other than AE as the function range is used instead of the named range.
18 In the Airport worksheet, a. on the fourth row below the final row of the data, b. create a label called Average Quarterly Revenue per Premium Car (Airport). c. Use the formatting instructions in the Comments.
19. In the Airport worksheet, a. in the first fully visible cell to the right of the label, b. calculate the Average Quarterly Revenue per Premium Car (Airport) c. using the average function and the named range AP. Insure the Average is Currency format.
d. Use the formatting instructions in the Comments. No credit will be awarded if anything other than AP as the function range is used instead of the named range.
20. a. create a bar chart that clearly shows the average revenue per economy car versus the quarter for 2015. b. Provide an internal chart title that explains what is portrayed on the graph. c.
Place the chart to the right of the data.
21. In the Airport worksheet, a. create a bar chart that clearly shows the average revenue per premium car versus the quarter for 2015. b. Provide an internal chart title that explains what is portrayed on the graph. c.
Place the chart to the right of the data and below the first chart.
22. Question1: Is there a trend that is shared between the Economy and Premium average revenue per car based on the two graphs? Along with the yes or no explain why there is or why there is not a trend. 23.
Question 2: Explain one possible cause for the average revenue per share in Q3. The answer should relate to both economy and premium cars. a. Label your response Question 2. Answer this question in 2 to 3 sentences in a new row under your response to Question 1. DO NOT change your spreadsheet. Just respond to the question. (1.0) b.
Readability, format and location (0.2)
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IFSM 201 Excel Project 2 (Rental Car Company) (July 2018 Data)
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Summary Create a Microsoft Excel file with four worksheets that provides extensive use of Excel capabilities including creating a pivot table, graphing, 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 two classes of cars: economy and premium. Rental revenue is maintained separately for the two classes of rental vehicles. The data for this case resides in the file Excel Project 2-Data.txt and can be downloaded by clicking on the Assignments tab, then on the data tile 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. Requirement
1
a. Open Excel and save a blank worksheet with the following name: “Student’s First InitialLast Name Excel Project 2” Example: JSmith Excel Project 2 b. Set Page Layout to Landscape
2
Change the name of the worksheet to Analysis by.
3
In the Analysis by worksheet, enter the four labels vertically in column A in the following order: Name:, Class/Section:, Project:, Date Due: with a row between each label, please note the colon, : , after
each label. It may be necessary to adjust the column width so the four labels are clearly visible.
a. In the Analysis by worksheet, with all entries in column C, enter the appropriate values for Name, Class and Section, Project, Date Due. 4 b. It may be necessary to adjust the column width so the four labels are clearly visible.
5
6
Create new worksheets: Data, Initial Analysis, Profit Analysis. Upon completion, there should be Analysis by as well as the three newly created worksheets. Delete any other worksheets.
If necessary, reorder the four worksheets so they are in the following order: Analysis by, Data, Initial Analysis, Profit Analysis. In the Data worksheet, import the text file Excel Project 2-Data.txt. 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, delete the blank Data worksheet, and then
7
rename the new worksheet which HAS the recently imported data as “Data.� It may be necessary to change Revenue to Currency format with NO decimal points and to change NumCars to Number format with NO decimal points, because of the import operation.
This may or may not occur, but in case it does it needs to be corrected.
a. In the Data worksheet, create an Excel table with
8
9
the recently imported data. Pick a style with the styles group to format the table. The style should highlight the field names in the first row. b. Ensure NO blank spaces are part of the specified data range. Insure the table has headers. Insure that Header Row and Banded Rows are selected in the Table Style Options Group Box. Do NOT check the Total Row. c. Delete all 2017 data. There should be one row for titles and thirty-two rows of data after the 2017 data is deleted. d. There should be no column or data truncation. In the Data worksheet, select the table entire table (data and headers) using a mouse. a. Copy the table to the Initial Analysis worksheet. The upper left hand corner of the header/data should be in cell A1. b. Adjust columns widths if necessary to insure all data and field names are readable.
10
a. Copy the entire table (column headings and data) to the Initial Analysis worksheet. Some column adjustments may be necessary to insure the field names as well as the data is all readable. b. Format all data, both text and numerical content, as Arial 10 normal
11
a. In the Initial Analysis worksheet, using the table just copied there, create a Pivot Table.
b. It should be located a few columns to the right of
the data and begin in Row 1. It should provide the combined revenue for Economy as well as Premium class cars, and display the total revenue for both Airport and Downtown locations, and include a total of all revenue for each location and each vehicle type.
12
a. In the Initial Analysis worksheet, create a graph that shows the total revenue for both vehicle types at each location. b. The upper left corner of the graph should be one or two rows below the above referenced pivot table and left aligned with the pivot table. c. Insure the location and type of car is clearly indicated in the graph. Only use 2015 and 2016 data.
In the Initial Analysis worksheet, Question 1: Which location, for 2015 and 2016 combined, produced the most revenue? How much revenue was it? 13 Label your response Question 1
14
a. From the Data worksheet, copy the entire table (column headings and data) to the Profit Analysis worksheet. b. Some column adjustments may be necessary to
insure the field names as well as the data is all readable.
15
16
In the Profit Analysis worksheet, in the column to the immediate right of NumCars label, create a label called Overhead.
a. In the Profit Analysis worksheet, in the first cell only under the Overhead label, calculate the overhead that corresponds to the number of NumCars (number of cars rented). b. Use an IF statement in the calculation to determine whether to use $50 or $75 times the NumCars so that the Overhead value represents the total Overhead costs for the Number of Cars (NumCars) rented. Overhead costs include maintenance, cleaning, and administrative expenses associated with a car rental. The Overhead for one rental transaction is $50 for an economy car and $75 for a premium car. This Overhead cost includes maintenance, cleaning, and administrative costs for each car rental.
17 In the Profit Analysis worksheet, copy the formula to all the cells below in the column. Adjust the column width if necessary for legibility.
18
In the Profit Analysis worksheet, in the next column to the right, create a label called Profit.
In the Profit Analysis worksheet, profit represents the difference between Revenue and Overhead (Revenue – Overhead). Profit is for all cars rented during the quarter. 19 a. In the first cell below Profit, calculate the profit, then copy the formula for all cells in that column. b. Adjust the column width if necessary for legibility.
20
21
In the Profit Analysis worksheet, in the next column to the right, create a label called Profit per Car
a. In the Profit Analysis worksheet, in the next cell down under the Profit per Car label, calculate the profit per car rented.
22 In the Profit Analysis worksheet, create a Pivot Table that provides the total profit for Economy as well as Premium class cars rented as well as totals by location. Include a grand total profit for all cars rented. Only use 2015 and 2016 data. Position the upper left corner of the Pivot Table in Row A two columns to the right of the
table in the Profit Analysis worksheet.
23 In the Profit Analysis worksheet, create a Pivot Table that shows the Average Profit per car, averaged by Car class and averaged by location. Only use 2015 and 2016 data. Position the upper left corner to align with the pivot table above and two rows below the pivot table above. The column and row categories should match those of the above pivot table.
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IFSM 201 Excel Project 3 (Rental Car Company) (July 2018 Data)
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Summary Create a Microsoft Excel file with four worksheets that provides extensive use of Excel capabilities for graphing. The graphs will be copied into a Microsoft PowerPoint file and the student will develop appropriate findings and recommendations based on analysis of the data. 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 two classes of cars: economy and premium. Rental revenue is maintained separately for the two classes of rental vehicles. The data for this case resides in the file Excel Project 3-data.txt and can be downloaded by clicking on the Assignments tab, then on the data tile 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.
Element Requirement Points Allocated Comments # 1 1 - Open Excel and save a blank worksheet with the following name: 0.2 Use Print Preview to review how spreadsheet would print. a.“Student’s First InitialLast Name Excel Project 1” Example: JSmith Excel Project 1 b. Set Page Layout to Landscape 2 Change the name of the worksheet to Analysis by. 0.1 3 a. In the Analysis by worksheet, enter the four labels vertically in column A in the following order: Name:, Class/Section:, Project:, Date Due: 0.3 Use the following text format: b. with a row between each label, please note the colon, (:) , after each label. Arial 10 point Bold It may be necessary to adjust the column width so the four labels are clearly visible. Align values Right in the cell 4 a. In the Analysis by worksheet, with all entries in column C, enter the appropriate values for Name, Class and Section, Project, Date Due. 0.3 Use the following text format: It may be necessary to adjust the column width so the four labels are clearly visible. Arial 10 point Bold b. formatting Align values left in the cells 5 a. Create three new worksheets: Data, Slide 2, Slide 3. Upon completion, there should be Analysis by as well as the three newly created worksheets. 0.4 b. Delete any other worksheets. 6 If necessary, reorder the four worksheets so they are in the following order: Analysis by, Data, Slide 2, Slide 3. 0.1 7 a. In the Data worksheet, import the text file Excel Project 3.txt. 0.5 The field names should be in the top row of the worksheet with the data directly under it in rows. This action may not be necessary as this is part of the Excel table creation process. The data should begin in Column A.
8 a. In the Data worksheet, create an Excel table with the recently imported data. 0.6 Some adjustment may be necessary to column widths to insure all field names and all data are readable (not truncated or obscured). b. Pick a style with the styles group to format the table. c. The style should highlight the field names in the first row. d. Ensure NO blank spaces are part of the specified data range. Insure the table has headers. e. Insure that Header Row and Banded Rows are selected in the Table Style Options Group Box. f. Do NOT check the Total Row.
9 In the Data worksheet, delete rows that contain 2015 data as well as 2017 data. The resulting table should consist of Row 1labels followed by 2016 data, with NO empty cell rows within the table.
10 a. In the Data worksheet, select the entire table (data and headers) using a mouse. b. Copy the table to the both the Slide 2 as well as the Slide 3 worksheets. c. The upper lefthand corner of the header/data should be in cell A1. d. Adjust columns widths if necessary to insure all data and field names are readable. 11 In the Slide 2 worksheet, based solely on the 2016 data: a. Create a Pivot Table that provides a quarterly breakdown (columns) of the number of car rentals by car class (rows). Totals for rows and columns should be included. Numerical format with no decimal places and 12 Arial normal for the entire pivot table. Place the pivot table two rows below the data beginning in column A. b. Create a Pivot Table that provides a quarterly breakdown (columns) of number the of cars rentals by location (rows). Totals for rows and columns should be included. Numerical format with no decimal places and 12 Arial normal for the entire pivot table. Place this pivot table two rows below the above pivot table beginning in column A. 12 In the Slide 2 worksheet, based solely on the 2016 data: a. Using the pivot table created in 11 a, create a bar graph that displays the
number of car rentals by car class for the four 2016 quarters. Ensure both car types and quarters are clearly visible. Position the top of the graph in row 1 and two or three columns to the right of the data table. Use this same type of bar graph throughout this project the remaining three graphs. b. Using the pivot table created in 11 b, create a bar graph that displays the number of car rentals by location for the four 2016 quarters. Ensure both locations and quarters are clearly visible. Left align this graph with the left side of the first graph and below it. The same type of bar graph should be used throughout this project.
13 In the Slide 3 worksheet, based solely on the 2016 data: a. Create a Pivot Table that provides a quarterly breakdown (columns) of the revenue from car rentals by car class (rows). Totals for rows and columns should be included. Numerical format currency with no decimal places and 12 Arial normal for the entire pivot table. Place the pivot table two rows below the data beginning in column A. b. Create a Pivot Table that provides a quarterly breakdown (columns) of the revenue from cars rentals by location (rows). Totals for rows and columns should be included. Numerical format currency with no decimal places and 12 Arial normal for the entire pivot table. Place this pivot table two rows below the above pivot table beginning in column A.
14 In the Slide 3 worksheet, based solely on the 2016 data: a. Using the pivot table created in 13 a, create a bar graph that displays the revenue from car rentals by car class for the four 2016 quarters. Ensure both car types and quarters are clearly visible. Position the top of the graph in row 1 and two or three columns to the right of the data table. The same type of bar graph should be used throughout this project. b. Using the pivot table created in 13 b, create a bar graph that displays the revenue from car rentals by location for the four 2016 quarters. Ensure both locations and quarters are clearly visible. Left align this graph with the left side of the first graph and below it. The same type of bar graph should be used throughout this project.
15 Open a new, blank Power Point presentation file.
16 Slide 1: This is your Title Slide. Select an appropriate title and subtitle layout that clearly conveys the purpose of your presentation. Name, Class/Section, and Date Due should be displayed.
17 a. Slide 2: Title this slide "Number of Cars Rented in 2016" 1.1 Use the speaker notes feature to help you discuss the bullet points (four complete sentences minimum) and the graphs. b. Add two graphs created in Slide 2 of the Excel file. . c. The graphs should be the same type and equal size and be symmetrically placed on the slide. d. A bullet or two explanation of the graphs may be included, but is not required if graphs are self-explanatory.
18 a. Slide 3: Title this slide "Car Rental Revenue in 2016" 1.1 Use the speaker notes feature to help you discuss the bullet points (four complete sentences minimum) and the graphs. b. Add two graphs, created in Slide 3 of the Excel file. c. The graphs should be the same type and equal size and be symmetrically placed on the slide. c. A bullet or two explanation of the graphs may be included, but is not required if graphs are self-explanatory.
19 a. Slide 4: Title this slide "And in Conclusion‌.."
1.1 Use the speaker notes feature to help you discuss the findings and recommendations (four complete sentences). b. Write and add two major bullets, one for findings and one for recommendations. c. There should be a minimum of one finding based on slide 2 and one finding based on slide 3. Findings are facts that can be deduced by analyzing the graphs. What happened? Trends? for instance. Observations? d. There should be a minimum of one recommendation based on slide 2 and one recommendation based on slide 3. Recommendations are strategies or suggestions to improve or enhance the business based on the findings above.
20 Add a relevant graphic that enhances the recommendations and conclusions on slide 4. If a photo is used, be sure to cite the source.
21 Create a footer using "Courtesy of Your Name" so that is shows on all slides including the Title Slide. The text in this footer should be on the left side of the slides IF the theme selected allows. Otherwise let the theme determine the position of this text.
22 Create a footer for automated Slide Numbers that appears on all slides except the Title Slide. The page number should be on the right side of the slides IF the theme selected allows. Otherwise let the theme determine the position of the page number. Depending upon the theme you have chosen, the page number or your name may not appear in the lower portion of the slide. That is ok. Ensure that your name does appear on every slide, but the page numbers start on slide #2. This will involve slightly different steps to accomplish both.
23 Apply a transition scheme to all slides. One transition scheme may be used OR different schemes for different slides
24 Apply an animation on at least one slide. The animation may be applied to text or a graphic ===============================================