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Skills Covered in This Project
Format data as an Excel table.
Build an Advanced Filter.
Apply conditional formatting to filtered results.
Sort data by multiple columns.
Import a comma-separated text file.
Use the Subtotal
Export data via the Clipboard.
Create a PivotTable.
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Open the Clemenson-04.xlsx start file. Click the Enable Editing The file will be renamed automatically to include your name. Change the project file name if directed to do so by your instructor.
NOTE: If group titles are not visible on your Ribbon in Excel for Mac, click the Excel menu and select Preferences to open the Excel Preferences dialog box. Click the View button and check the Group Titles check box under In Ribbon, Show. Close the Excel Preferences dialog box.
Copy the Past&Projected sheet, place the copy before the Criteria sheet, and name the copied sheet Adv Filter.
Create and format an Excel table.
Select cells A4:E60 on the Adv Filter
Click the Table button [Insert tab, Tables group].
In the Create Table window, verify that My table has headers is selected and click OK.
Apply a table style.
Click cell A5 in the table.
Click the More arrow [Table tab, Table Styles group].
Select White, Table Style Medium 15.
Create an output range for an Advanced Filter.
Select cells A4:E4 and copy and paste them to cell G4.
Type Extract Range in cell G3 and set the font to Cambria 16 pt.
Adjust column widths for columns G:K to show the labels.
Adjust row 4 to a height of 75 (45 pixels).
Create an Advanced Filter.
Click the Criteria sheet tab.
Type >12/31/18 in cell A3 to find records after 2018.
Type mri in cell B3.
Type >12/31/19 in cell A4, to find records after 2019.
Type ct scan in cell B4. This criteria will find records dated 2019 or later for MRIs and records for CT scans dated 2020 or later (Figure 4-94). Figure 4-94 Criteria for Advanced Filter
Click cell A5 on the Adv Filter
Click the Advanced button [Data tab, Sort & Filter group].
Select the Copy to another location radio button.
Verify that the List range is cells $A$4:$E$60. If the range is incorrect, click and drag to select the range including the header row.
Click the Criteria range box and select cells A2:B4 on the Criteria
Click the Copy to box and select cells G4:K4 on the Adv Filter
Click OK in the Advanced Filter dialog box.
Sort data in the output range.
Select cell G5 and click the Sort button [Data tab, Sort & Filter group].
Click the Sort by arrow and choose Image for the first level.
Verify that the Sort On selection is Values and the Order is A to Z.
Click Add Level (the + button) and choose Month as the Then by
Verify or select Values and Oldest to Newest for the second level.
Click OK.
Apply conditional formatting and borders.
Select the cells with values in column I.
Click the Conditional Formatting button [Home tab, Styles group].
Choose Highlight Cells Rules and Greater Than.
Type 750 and choose Green Fill with Dark Green Text.
Click OK.
Select the extract range starting at cell G5 and apply All Borders (Figure 4-95). (Your results may be different from Figure 4-95 depending on the current date.) Figure 4-95 Advanced Filter results
Press FN+command+Left arrow or FN+Ctrl+Left arrow.
Import a comma-separated values text file.
Click the Expense Info sheet tab.
Select cell A4.
Click the From Text button [Data tab, Get External Datagroup].
Find and select the ClemensonText-04.csv file downloaded from the Resources link in the Import Data
Click Get Data.
Verify that Delimited is selected in the Text Import Wizard.
Click Next.
Uncheck Tab if necessary, and check Comma as the
Click the Finish
Verify that Existing sheet is selected in the Import Data
Verify that cell A4 displays as the destination in the Import Data window
Click OK to import the text data (Figure 4-96). Figure 4-96 CSV file imported into the worksheet
Insert a row above row 3 in the worksheet.
Select the labels in row 4 and center align them.
Format the dates in column C with the Short Date
Select columns A:D and size each column to 14 (90 pixels) wide. Deselect the columns.
Use the Subtotalcommand.
Click cell A5.
Click the Sort A to Z button [Data tab, Sort & Filter group] to sort by last name.
Click the Subtotal button [Data tab, Outline group].
Verify or choose Last Name for the At each change in
Click the Use function arrow and choose Average.
Verify or choose the Amount box in the Add subtotal to
Click OK.
Format the values in column D as Currency with zero decimal places.
Collapse outline groups.
Click the collapse symbol (−) for Allen in row 8.
Click the collapse symbol (−) for McAllister (Figure 4-97). Figure 4-97 Subtotals added and outline collapsed for two groups
Create a PivotTable.
Click the Past&Projected sheet tab.
Select cells A4:E60.
Click the PivotTable button [Insert tab, Tables group]. Verify that New worksheet is selected and click
Drag the Image field to Rows in the PivotTable Builder.
Drag the # of Employees, the Total Hours, and the Patients fields to Values in the PivotTable Builder (Figure 4-98). Figure 4-98 PivotTable Builder
Rename the sheet PivotTable.
Close the PivotTable Builder.
Format a PivotTable.
Click cell C4.
Click the Field Settings button [PivotTable Analyze tab, Active Field group].
Click ..
Choose Number as the Category.
Select the Use 1000 Separator (,) box and set zero decimal places.
Click OK to close each dialog box.
Apply the same number format for the “Sum of Patients” field.
Expand the Styles gallery [PivotTable Design tab, PivotTable Styles group].
Select Dark Gray, Pivot Style Dark 9 [PivotTable Design tab, PivotTable Styles group].
Select the Banded Rows box [PivotTable Design tab, PivotTable Styles Options group].
Select the Banded Columns box [PivotTable Design tab, PivotTable Styles Options group] (Figure 4-99). Figure 4-99 PivotTable with new settings
Create and format a PivotChart.
Click the PivotChart button [PivotTable Analyze tab, Toolsgroup] to insert a PivotChart.
Right-click the chart object and point to Change Chart Type,then Column.
Scroll down to 2-D Bar section in the list, and click Stacked Bar.
Position the chart object so that its top-left corner is at cellA12.
Drag the bottom-right selection handle to reach cell J30.
Expand the Styles gallery [PivotChart Design tab, Chart Styles group] and choose Style 8.
Click the Change Colors button [PivotChart Design tab, Chart Styles group].
Select Monochromatic Palette 1 in the Monochromatic
Deselect the # of Employees box in the PivotChart Fields pane (Figure 4-100). Figure 4-100 PivotChart object
Click cell A1.
Export data using the Clipboard.
Click the Adv Filter sheet tab.
Starting at cell G4, select the cells in the Extract Range and click the Copy button [Home tab, Clipboard group].
Open the ClemensonWord-04 Word document downloaded from the Resources
Press fn+Cmd+right arrow or fn+Ctrl+right arrow to position the insertion point.
Click the arrow with the Paste button [Home tab, Clipboard group] and choose Paste Special.
Select Microsoft Excel Worksheet Object in the Paste Special dialog box.
Select the Paste link radio button in the Paste Special dialog box and click OK. (The Excel data in your document may be different from the figure.)
Click the Center button [Home tab, Paragraph group].
Save the Word document as [your initials] Excel 4-3Word in your usual folder (Figure 4-101). You will not be uploading this file to SIMnet. Figure 4-101 Word document with pasted Excel object
Close Word.
Save and close the Clemenson-04 Excel workbook.
Upload and save the Clemenson-04 Excel workbook.
Submit project for grading.
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