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Visualizing Financial Data with Excel Charts

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 Instructions Points Possible 1 Start Excel. Download and open the file named 0 Exp19_Excel_Ch03_Cap_Gym.xlsx. Grader has automatically added your last name to the beginning of the filename. 2 5 You will create a pie chart to focus on the expenses for the current year. Insert a 2-D pie chart using the ranges A11:A19 and D11:D19 on the Income worksheet. 3 3 Move the chart to a new chart sheet named Expenses. Move it to the right of the Membership sheet. 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 Created On: 11/06/2020 1 Exp19_Excel_Ch03_Cap - Gym 1.2 Grader - Instructions Excel 2019 Project Step Instructions Points Possible 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. 9 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