Office 2013 – myitlab:grader – Instructions
Exploring Excel 05 H1
Fine Art Dealer
Project Description:
You are an analyst for an authorized Greenwich Workshop® fine art dealer (www.greenwichworkshop.com).
Customers are especially fond of James C. Christensen’s art. The Subtotals worksheet contains a list of artwork
released in 2010-2012. You want to calculate subtotals by Type of art (e.g. Limited Edition Canvas) for Issue
Price and Est. Price. The Art worksheet contains artwork from 2004-2006. Studying this data will help you discuss
value trends with art collectors.
Instructions:
For the purpose of grading the project you are required to perform the following tasks:
Step
Points
Possible
Instructions
1
Start Excel. Open the downloaded Excel file named exploring_e05_grader_h1_start.xlsx.
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2
In the Subtotals worksheet, sort the data by Type and then by Name of Art, both in
alphabetical order.
Hint: On the DATA tab, in the Sort & Filter group, click Sort. Make sure you sort them in
2 levels in the order given (hierarchical sorting). And make sure you select the entire table to
sort - recall this is essential in Excel but not in Access.
2
If using a mac, make sure you add the second level of sorting. The interface is a little different
from a PC but not too much different for this function.
In the Subtotals worksheet, use the Subtotals feature to identify the highest Issue Price and
Est. Value by Type.
3
We did not have time to cover subtotals. So let's skip this. But it isn't hard to figure out. See
the hint below. This item is ungraded
0
Hint: On the DATA tab, in the Outline group, click Subtotal.
Use the Art worksheet to create a blank PivotTable on a new worksheet named PivotTable.
You can simply select the entire table and create a pivot table.
********THIS STEP IS CRITICAL!!!!!!!!!!!!!!!!!!Please make sure you do this step.
You have to create the pivot table on a separate worksheet and name it PivotTable.
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5
It was accidentally left as an ungraded item but it is absolutely necessary for the
subsequent parts. So make sure you do this.
Hint: On the INSERT tab, in the Tables group, click PivotTable. Ensure that the new worksheet
is added to the right of the Subtotals sheet.
Include the Type, Release Date, and Issue Price fields in the PivotTable. Remove the Release
Date field and add the Est. Value field to the PivotTable. -> make sure you follow the order.
Add the fields and remove the fields as instructed here. It's just an exercise to demonstrate
the moving of fields in the design.
Hint: Click and drag the Type field to the ROWS area. Click and drag the Est. Value and Issue
Price fields to the VALUES area. To remove a field, click the check box next to the field. Or to
Updated: 07/17/2013
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E_CH05_EXPV2_H1_Instructions.docx
Office 2013 – myitlab:grader – Instructions
Step
Exploring Excel 05 H1
Points
Possible
Instructions
remove, just drag it back to the field list.
Modify the two VALUES fields to determine the Average Issue Price and Average Est. Value
instead of the Sum. Change the custom name to Average Issue Price and Average Est.
Value, respectively.
Please check to ensure that Average Issue price comes before Average Est. Value.
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Please name them exactly the way it's listed. Please DO NOT simply type into the
pivot table. It requires a custom field name. So use the Value Field Settings as we did in
class. If typed directly into the pivot table, it'll be marked off. The objective here is to use the
value field settings which does something different from simply typing into the pivot table.
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Hint: In the VALUES area, click the field arrows, and then click Value Field Settings.
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Format the two VALUES fields with Accounting Number type with zero decimal places.
Hint: In the VALUES area, click the field arrows, and then click Value Field Settings. There is
an option to change the number format. If it isn't available and you're using a Mac, either
change the version of Excel you're using or use a PC. This applies to the other items as well.
Insert a calculated field on the right side of the PivotTable to calculate the percent change in
values between the Est. Value and the Issue Price.
Hint: ON the ANALYZE tab, in the Calculations group, click Fields, Items & Sets, and then
click Calculated Field. In the Insert Calculated Field, type = ('Est. Value'-'Issue
Price')/'Issue Price' in the Formula box. You can also use the expression creation wizard to
create that expression. Personally, I think it's easier to type since there are spaces in the field
names. It also allows us to know what we're doing. Recall how similar this is to expressions in
Access and why we should avoid spaces in our field names.
Format the calculated field with Percent type with two decimal places. Use the custom name
Percentage Change.
Please DO NOT simply type the custom name into the cell itself. Use the custom name
function in the value field settings. Typing it into the cell itself does not count.
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2
Hint: In the VALUES area, click the calculated field's arrow, and then click Value Field Settings.
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Type Type in cell A3 and Overall Averages in the cell containing the text Grand Total.
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Set a filter to display only sold-out art (indicated by Yes).
This is the filter for the pivot table, not the filter for the original table. Use the
sold-out field as a filter - Recall we did filters for pivot tables in class.
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If the sold-out field is not available for selection, it means you did not select the entire table
when creating the pivot table, which results in you having less fields at your disposal.
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Hint: Drag Sold Out from the field list to the FILTERS area. Click the filter arrow in Cell B1 and
click Yes.
Updated: 07/17/2013
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E_CH05_EXPV2_H1_Instructions.docx
Office 2013 – myitlab:grader – Instructions
Step
Exploring Excel 05 H1
Points
Possible
Instructions
Apply Pivot Style Medium 5, display banded columns, and display banded rows.
12
This is just cosmetics. We can skip this. But you can try it if you want. This item is not graded.
0
Hint: On the DESIGN tab, in the PivotTable Styles group, click More to apply the style. To
display the banded columns and rows, use the tools in the PivotTable Style Options group.
Use the Art worksheet to create a PivotChart on a new sheet named PivotChart. Change the
chart type to Clustered Bar.
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We did not have time to cover pivot charts. But the idea is the same as pivot tables. You can
play with it if you want. This item is not graded.
0
Hint: On the INSERT tab, in the Charts group, click PivotChart. Click and drag the field from
the list to the indicated areas. To change the chart type, on the DESIGN tab, in the Type
group, click Change Chart Type. Ensure that the new worksheet is added to the right of the
PivotTable sheet.
Include the Type, Issue Price, and Est. Value fields. Set a filter to display only sold-out art
(indicated by Yes) for the PivotChart.
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This item on pivot charts is not graded.
0
Hint: To add the fields to the PivotChart, click the check boxes next to each field in the field
list. To add the filter, drag Sold Out from the field list to the FILTERS area.
Hide the field buttons in the PivotChart. Insert a chart title above the chart and type 20052007 Art.
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This item on pivot charts is not graded.
0
Hint: To hide the field buttons, on the ANALYZE tab, in the Show/Hide group, click Field
buttons. To add the chart title, on the DESIGN tab, in the Chart Layouts group, click Add Chart
Element.
Format the value axis with Accounting with zero decimal places. Apply 8-pt size to the
category axis and value axis. Apply 7-pt size to the legend.
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This item is not graded.
0
Hint: In the chart, right-click the axis labels, and click Format Axis to change the number
formatting. To change the font size, on the HOME tab, in the Font group, click Font Size.
Adjust the size of the PivotChart for the range D1:K14.
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This item is not graded.
0
Hint: Click and drag the chart to position the top left corner in cell D1. Use the sizing handles
to position the bottom right corner in cell K14.
Sort the data in the PivotChart’s PivotTable in reverse alphabetical order by Type. Type Art
Type in cell A3 and type Overall Averages in the cell containing the text Grand Total.
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0
This item is not graded.
Hint: On the DATA tab, in the Sort & Filter group, click Sort.
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Ensure that the worksheets are correctly named and placed in the following order in the
workbook: Subtotals, PivotTable, PivotChart, Art. Save the workbook. Close the workbook and
then exit Excel. Submit the workbook as directed.
Updated: 07/17/2013
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E_CH05_EXPV2_H1_Instructions.docx
Office 2013 – myitlab:grader – Instructions
Step
Exploring Excel 05 H1
Points
Possible
Instructions
Total Points
Updated: 07/17/2013
4
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E_CH05_EXPV2_H1_Instructions.docx