Exp19_Excel_Ch03_Cap_Gym
Exp19 Excel Ch03 Cap Gym
Excel Chapter 3 Capstone – 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.

     
Start Excel. Download   and open the file named Exp19_Excel_Ch03_Cap_Gym.xlsx.   Grader has automatically added your last name to the beginning of the   filename.

 
 
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.

 
 
Move the chart to a   new chart sheet named Expenses. Move it to the right of the   Membership sheet.
 
The chart needs a   descriptive, easy-to-read title.
 
  Change the chart title to Expenses for Year 3 and change the font   size to 20.
 
You want to create a   clustered bar chart.
 
  Insert a clustered bar chart using the ranges A4:D4 and A11:D19 on the Income   worksheet. 
 
You want to place   this chart and other charts on a Summary worksheet to look at trends.
 
  Move the chart as an object on the Summary worksheet. Cut the bar chart and   paste it in cell I1.
 
The chart should have   a descriptive title to explain which expenses are excluded.
 
  Change the bar chart title to Expenses (Without Payroll and Cost of Sales).
 
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.
 
  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.
 
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.
 
  Display the Expenses sheet and remove the legend. Add Percent and Category   Name data labels and choose Outside End position for the labels. Change the   data labels font size to 10.
 
You want to emphasize   the Education & Training slice by exploding it.
 
  Explode the Education & Training slice by 12%.

 
 
Add the Light   Gradient – Accent 2 fill color to the chart area.
 
You create another   chart showing the Balance sheet items. You change the chart to a clustered   column and switch the row and column data to focus on each balance sheet   item.
 
  Insert a stacked column chart using the ranges A4:D4, A10:D10, A15:D15, and   A16:D16 on the Balance sheet.
  Change the chart type to Clustered Column and switch the rows and columns in   the chart.
 
You want to move the   column chart to be on the Summary worksheet along with the bar chart.
 
  Move the column chart to the Summary worksheet. Cut the chart and paste it in   cell A1.
 
The column chart   needs to have a descriptive title to indicate the data comes from the Balance   
  sheet.
 
  Change the title to 3-Year Balance Sheet.
 
The last chart will   be a line chart to show the trends in Memberships.
 
  Insert a line chart using the range I3:L15 on the Membership worksheet. 
 
You want to move the   line chart to be on the same Summary sheet as column and bar charts.
 
  Move the line chart to the Summary worksheet. Cut the chart and paste it in   cell A17.
 
Because the lowest   value is between 200 and 300, you will change the vertical axis at 200   instead of 0.
 
  Adjust the vertical axis so the Minimum Bound is 200 and display a   vertical axis title # of Memberships for the line chart.
 
Apply Chart Style 4   and change colors to Monochromatic Palette 8 for the line chart.
 
Move the legend to   the top of the chart and add the chart title 3-Year Membership Trends.
 
It is a best practice   to add Alt Text for each chart for accessibility compliance.
 
  Display the pie chart and add Alt Text: The pie chart displays   percentage of expenses for Year 3. (including the   period)
 
Display the column   chart and add Alt Text: The column chart displays total assets,   total liabilities, and retained earnings for three years. (including the period)
 
Display the bar chart   and add Alt Text: The bar chart displays expenses for three   years without payroll or cost of sales. (including   the period)
 
Display the line   chart and add Alt Text: The   line chart displays monthly trends in memberships for three years. (including the period)
 
You want to add   sparklines to the Daily Attendance Trends. You add high points to emphasize   which time of day is the most popular for your membership.
 
  Select range B16:F16 on the Membership worksheet. Insert Column Sparklines using   data from the range B6:F14. Display the high points for the sparklines.
 
Insert a footer with Exploring   Series   on the left, the sheet name code in the center, and the file name code on the   right on the Membership, Expenses, and Summary sheets individually. Change to   Normal view.
 
Save and close Exp19_Excel_Ch03_Cap_Gym.xlsx. Exit   Excel. Submit the file as directed.

Exp19_Excel_Ch03_Cap_Gym_Instructions.docx
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 Exp19_Excel_Ch03_Cap_Gym.xlsx. Grader has automatically added your last name to the beginning of the filename.

0

2

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.

5

3

Move the chart to a new chart sheet named Expenses. Move it to the right of the Membership sheet.

3

4

The chart needs a descriptive, easy-to-read title.

Change the chart title to Expenses for Year 3 and change the font size to 20.

5

5

You want to create a clustered bar chart.

Insert a clustered bar chart using the ranges A4:D4 and A11:D19 on the Income worksheet.

5

6

You want to place this chart and other charts on a Summary worksheet to look at trends.

Move the chart as an object on the Summary worksheet. Cut the bar chart and paste it in cell I1.

3

7

The chart should have a descriptive title to explain which expenses are excluded.

Change the bar chart title to Expenses (Without Payroll and Cost of Sales).

3

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.

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.

8

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.

Display the Expenses sheet and remove the legend. Add Percent and Category Name data labels and choose Outside End position for the labels. Change the data labels font size to 10.

8

10

You want to emphasize the Education & Training slice by exploding it.

Explode the Education & Training slice by 12%.

2

11

Add the Light Gradient – Accent 2 fill color to the chart area.

2

12

You create another chart showing the Balance sheet items. You change the chart to a clustered column and switch the row and column data to focus on each balance sheet item.

Insert a stacked column chart using the ranges A4:D4, A10:D10, A15:D15, and A16:D16 on the Balance sheet.
Change the chart type to Clustered Column and switch the rows and columns in the chart.

10

13

You want to move the column chart to be on the Summary worksheet along with the bar chart.

Move the column chart to the Summary worksheet. Cut the chart and paste it in cell A1.

5

14

The column chart needs to have a descriptive title to indicate the data comes from the Balance
sheet.

Change the title to 3-Year Balance Sheet.

2

15

The last chart will be a line chart to show the trends in Memberships.

Insert a line chart using the range I3:L15 on the Membership worksheet.

5

16

You want to move the line chart to be on the same Summary sheet as column and bar charts.

Move the line chart to the Summary worksheet. Cut the chart and paste it in cell A17.

4

17

Because the lowest value is between 200 and 300, you will change the vertical axis at 200 instead of 0.

Adjust the vertical axis so the Minimum Bound is 200 and display a vertical axis title # of Memberships for the line chart.

5

18

Apply Chart Style 4 and change colors to Monochromatic Palette 8 for the line chart.

4

19

Move the legend to the top of the chart and add the chart title 3-Year Membership Trends.

4

20

It is a best practice to add Alt Text for each chart for accessibility compliance.

Display the pie chart and add Alt Text: The pie chart displays percentage of expenses for Year 3. (including the period)

2

21

Display the column chart and add Alt Text: The column chart displays total assets, total liabilities, and retained earnings for three years. (including the period)

2

22

Display the bar chart and add Alt Text: The bar chart displays expenses for three years without payroll or cost of sales. (including the period)

2

23

Display the line chart and add Alt Text: The line chart displays monthly trends in memberships for three years. (including the period)

2

24

You want to add sparklines to the Daily Attendance Trends. You add high points to emphasize which time of day is the most popular for your membership.

Select range B16:F16 on the Membership worksheet. Insert Column Sparklines using data from the range B6:F14. Display the high points for the sparklines.

7

25

Insert a footer with Exploring Series on the left, the sheet name code in the center, and the file name code on the right on the Membership, Expenses, and Summary sheets individually. Change to Normal view.

2

26

Save and close Exp19_Excel_Ch03_Cap_Gym.xlsx. Exit Excel. Submit the file as directed.

0

Total Points

100

Created On: 11/06/2020 1 Exp19_Excel_Ch03_Cap – Gym 1.2

Hasooni_Exp19_Excel_Ch03_Cap_Gym.xlsx

Income

Better You Fitness Center

Profit and Loss Statement

Year 1 Year 2 Year 3

Income

Memberships $ 100,000 $ 275,000 $ 395,000

Clothing Merchandise 85,000 111,300 126,000

Other 4,250 5,350 6,140

Total Income $ 189,250 $ 391,650 $ 527,140

Expenses

Cost of Sales $ 75,000 $ 92,500 $ 65,000

Payroll 75,000 180,000 250,000

Advertising 15,270 17,163 15,879

Education & Training 10,000 12,000 10,000

Insurance 15,000 15,000 15,000

Rent 25,000 25,000 25,000

Repairs & Maintenance 5,000 10,000 3,000

Utilities 12,000 13,200 14,520

Supplies 3,000 3,200 3,800

Total Operating Expenses $ 235,270 $ 368,063 $ 402,199

Net Operating Profit $ (46,020) $ 23,587 $ 124,941

Balance

Better You Fitness Center

Balance Sheet

Year 1 Year 2 Year 3

Assets

Bank Account $ 81,696 $ 147,907 $ 260,409

Accounts Receivable 41,300 65,667 74,340

Gym Equipment 15,095 8,000 9,000

Merchandise Inventory 40,000 55,000 60,000

Total Assets $ 178,091 $ 276,574 $ 403,749

Liabilities

Accounts Payable $ 18,134 $ 16,244 $ 18,213

Current Loans Due 26,000 26,000 26,000

Long Term Equipment Loan 174,000 148,000 122,000

Total Liabilities $ 218,134 $ 190,244 $ 166,213

Retained Earnings (40,043) 86,330 237,536

Net Worth $ 178,091 $ 276,574 $ 403,749

Membership

Better You Fitness Center Better You Fitness Center

Year 3 Daily Attendance Trends 3-Year Membership Totals

Year 1 Year 2 Year 3

Weekday Mar 250 560 935

Monday Tuesday Wednesday Thursday Friday Apr 250 560 948

4am – 6am 50 50 45 40 30 May 255 560 960

6am – 8am 125 100 85 110 120 Jun 275 575 990

8am – 10am 100 100 110 90 100 Jul 275 575 990

10am – 12pm 90 100 100 90 100 Aug 260 575 990

12pm – 2pm 75 65 70 50 25 Sep 250 585 1,025

2pm – 4pm 62 50 55 50 35 Oct 275 750 1,025

4pm – 6pm 125 140 150 85 35 Nov 275 750 1,050

6pm – 8pm 125 150 105 150 20 Dec 325 765 1,100

8pm – 10pm 75 20 40 30 20 Jan 500 925

Feb 550 930

Weekend

Saturday Sunday

6am – 8am 100 90

8am – 10am 125 100

10am – 12pm 75 75

12pm – 2pm 50 25

2pm – 4pm 25 25

Summary

Exp19_Excel_Ch03_Cap_Gym_final_result.jpg