Exp19_Excel_Ch05_CapAssessment_Travel | Excel Chapter 5 Travel | Exp19 Chap05 Travel | PEARSON MYLAB

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Exp19_Excel_Ch05_CapAssessment_Travel

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.

1 Start Excel. Download and open the file named Exp19_Excel_Ch05_CapAssessment_Travel.xlsx. Grader has automatically added your last name to the beginning of the filename. 0
2 Before using the Subtotal command, you must first sort the data.

On the Subtotals worksheet, sort the data by Employee and further sort by Category, both in alphabetical order. 4
3 You want to subtotal the data to calculate expenses by employee.

Use the Subtotals feature to insert subtotal rows by Employee to calculate the total expense by employee. 6
4 Now you want to hide the details for two employees and focus on details for the remaining employees.

Collapse the Davidson and Miller sections to show only their totals. Leave the other employees’ individual rows displayed.
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5 For more detailed analysis, you are ready to create a PivotTable.

Use the Expenses worksheet to create a blank PivotTable on a new worksheet named Summary. Use the default report layout for the PivotTable (Compact Form). Name the PivotTable Categories. When creating the PivotTable, do not select the option to Add this data to the Data Model. 8
6 You want to include the Category and Expense fields in the PivotTable.

Use the Category and Expense fields, enabling Excel to determine where the fields go in the PivotTable. 6
7 You want to display average expenses instead of totals.

Modify the Values field to determine the average expense by category. Change the custom name to Average Expense. 3
8 Format the Values field with Accounting number type. 4
9 You want to display a meaningful label and select a different layout.

Type Category in cell A3 and change the Grand Totals layout option to On for Rows Only.
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10 Apply Light Blue, Pivot Style Dark 2 and display banded rows.