Description
Excel Project 2 – MS Excel
(Spring 2021)
Note: Microsoft Office 365, the online version, is not appropriate for the course. But anyone who has
an Office 365 subscription has access to a fully functioning downloadable version of Office 2013 or
2016 If you do not have an Office 365 subscription you may download the 2016 or 2019 version of
Microsoft Office Professional Plus or Microsoft Office Home & Business from OntheHub. (See the
Course Resources link.)
If you are using a Chromebook, the only Excel product available from the Google Play Store is not a
full version of Excel and cannot be used to complete the steps in our Excel projects (it is missing
about 30% of the normal Excel functions). The Chromebook will not allow you to download the full
Excel from UMGC 365
If you are using a Chromebook, you can complete the Excel Projects using the online Virtual Lab
option. In LEO, under Content, Virtual Lab Access, you’ll find instructions for accessing the virtual lab.
Use the project description below to complete this activity (all the details are included in this document). For a
review of the complete rubric used in grading this exercise, click on the Assignments tab, then on the title
“Excel Project 2.” Click on Show Rubrics if the rubric is not already displayed.
Summary
Create a Microsoft Excel workbook with four worksheets that provides extensive use of Excel capabilities
including charting, and written analysis and recommendations in support of a business enterprise.
A large rental car company has two metropolitan locations, one at the airport and another centrally located in
downtown. It has been operating since 2018 and each location summarizes its car rental revenue
quarterly. Both locations rent four classes of cars: economy, premium, hybrid, SUV. Rental revenue is
maintained separately for the four classes of rental vehicles.
The data for this case resides in the file 2021rentalcars.txt and can be downloaded by clicking on the
Assignments tab, then on the data file name. It is a text file (with the file type .txt).
Do not create your own data. You must use the data provided and only the data provided.
Default Formatting. All labels, text, and numbers will be Arial 10, There will be $ and comma and
decimal point variations for numeric data, but Arial 10 will be the default font and font size.
Tutorials
Note: Tutorials that address activities used in this project have been assigned in Week 1, 2 and 3.
Step
1
2
3
Requirement
Open Excel and save a blank workbook with the following
name:
a. “Student’s LastNameFirstNameInitial Name Excel Project 2”
Example: SmithJaneP Excel Project 2.
b. Set Page Layout Orientation to Landscape.
Comments
Use Print Preview to
review how the first
worksheet would
print.
Change the name of the worksheet to Analysis by.
In the Analysis by worksheet:
a. Beginning in Row 1, enter the four labels in column
A (one label per row) in the following order: Name:,
Class/Section:, Project:, Date Due:
b. Place a blank row between each label. Please note
the colon : after each label.
c. Align the labels to the right side in the cells.
It may be necessary to adjust the column width so the four labels are
clearly visible within Column A (not extending into Column B).
Format for column A:
•
•
•
Arial 10 point
Normal font
Right-align all
four labels in the
cells
Step
4
Requirement
Comments
In the Analysis by worksheet with all entries in column C:
Format for column C:
a. Enter the appropriate values for your Name (in cell C1),
Class and Section (cell C3), Project (cell C5), and Date
(cell C7) across from the appropriate label in column A.
b. Use the formatting in the Comments column (to the right).
•
•
•
Arial 10 point
Bold
Left-align all four
values in the
cells
It may be necessary to adjust the column width so the four labels
are clearly visible within Column C (not extending into Column D).
5
a. Create new worksheets:
Data, Initial Analysis, and Profit Analysis
Upon completion, there should be Analysis by as well
as the three newly created worksheets.
b. Delete any other worksheets.
Note: The three new worksheets might not have Arial 10 point as
the default type so it may be necessary to change the font and
point to Arial 10 for the new worksheets.
6
If necessary, reorder the four worksheets so they are in the following
order: Analysis by, Data, Initial Analysis, Profit Analysis.
After clicking on the blank cell A1 (to select it) in the Data
worksheet, import the text file 2021rentalcars.txt into the Data
worksheet. In Excel 2019/365 this is done via the Data tab, Get &
7
Format:
Transform Data: Click ‘From Text/CSV’ and follow the prompts. If you
all data (field names,
are using an earlier version of Excel, you can find additional
instructions under Additional Tutorials for Excel 2013/2016, Importing data text, and data
numbers)
a Text File into Excel (Excel 2016 or earlier). The data should begin
in Column A. Row 1 should contain the labels for each Column.
• Arial 10 point
• Normal font
It will be necessary to change Revenue data to Currency format ($
and comma (thousands separators) with NO decimal points, and to
change NumCars data to number format, with NO decimal points,
but with the comma (thousands separator). Note: in the Currency
The field names should
format there is NO space between the $ and the first numeric
be in the top row of the
character that follows the $.
worksheet with the
data directly under it in
Though the intent is to import the text file into the Data worksheet,
rows. This action may
sometimes when text data is imported into a worksheet, a new
not be necessary as
worksheet is created. If this happens, delete the blank Data
this is part
worksheet. Then change the name of the new worksheet with the
of the Excel table
imported data as “Data”. Make sure worksheets are in the correct
creation process. The
order per Item 6.
data should begin in
column A.
Step
Requirement
Comments
a. Create an Excel table with the recently imported
data(Office 2019/365 may have automatically created an
Excel Table when you imported the data). .
b. Pick a style with the styles group to format the table
(choose a style that shows banded rows, i.e., rows that
alternate between 2 colors).
c. The style should highlight the field names in the first row.
d. Ensure NO blank cells are part of the specified data range.
e. Ensure the table has headers.
f. Ensure that Header Row and Banded Rows are selected in
the Table Style Options Group Box, but do NOT select a
Total row.
Some adjustment may
be necessary to
column widths to
ensure all field names
and all data are
readable (not truncated
or obscured).
In the Data worksheet:
8
In the Data worksheet:
9
a. Sort the entire table by Year (ascending)
b. There should be one row for titles and sixty-four rows of data.
c. There should be no column or data truncation.
Copy the contents of the Data worksheet to both the Initial Analysis
and Profit Analysis worksheets, with cell A1 as upper left-hand
corner in for both worksheets.
10
a. The two worksheet Excel tables should meet the formatting
requirements of the Data worksheet specified in step 7 above.
b. There should be no column or data truncation.
c. Each of the destinations should have an Excel table.
d. Adjust column widths to avoid title and data truncation as
necessary.
Intentionally blank to the bottom of this page.
Step
Requirement
In the Initial Analysis worksheet, using the Excel table just copied
there:
11
a. Create a Pivot Table using all 2018 and 2019 data.
b. Locate the top edge of the Pivot Table at the top edge of
Row 1 and the left edge a few columns to the right of the
data.
c. Display the total revenue for all four types (CarClass) of
vehicles in four columns. (Put CarClass in the columns area
of the PivotTable fields)
d. Display the total revenue for both Airport and Downtown
locations in two rows. (Put Location in the rows area of the
PivotTable fields). In the Pivot Table Fields set-up, DO NOT
put a check in the box for Quarter.
e. Row and column calculations (sum) are required so that the
total revenue for EACH location and the total revenue for
EACH CarClass are visible in the pivot table. There must be
a grand total that represents the sum of ALL revenue.
f. Ensure that the formatting is as listed in the Comments
column.
g. Left align both locations and Grand Total below them and
right align four car classes and Grand Total to the right of
the four car classes in the pivot table.
h. Final step: Adjust column widths, if necessary, to eliminate
title and data truncation of the pivot table.
In the Initial Analysis worksheet, using the pivot table:
12
a. Create a column or bar type of chart that shows the total
revenue for each of the four vehicle types at each location.
b. Add a title that reflects the information presented by the chart.
c. The upper left corner of the chart should be one or two rows
below the above referenced pivot table and left-aligned with
the pivot table.
d. The chart should clearly indicate location and type of car.
Comments
Format (for pivot table
label, text, data as
appropriate):
•
•
•
•
•
•
•
Currency (leading
dollar sign) with no
space between the $
and the first number
No decimal places
Arial 10 point
Normal font
No title or data
truncation in the
pivot table.
Right-align the five
column labels.
Left-align the three
row labels (Airport,
Downtown, Grand
Total)
The chart should allow a
viewer to determine
approximate revenue
totals for each vehicle
total revenue at each
location.
The chart should have
no more than 8 bars or
columns.
For the two questions that follow, present your answers in the Initial Analysis worksheet in a very
readable format. These answers should be placed on the worksheet one or two rows below and leftaligned with the chart. Do not let the answers be “split” over more than one page. You can type your
answer in one cell, then highlighting and selecting several rows and columns, selecting merge cells and
selecting Wrap Text. Do NOT widen the columns as this will adversely impact the appearance of the pivot
tables above. You will want to change the text from Center to Left justification. Play with this a bit. If you
simply type your answer on a single line, that will also be ok. Be sure the entire answer can be read
without the reader having to change any formatting, scroll horizontally, or view the results in the cell
contents box. Use Currency (leading dollar sign) with no space between the $ and the first number
format for dollar figures.
Step
Requirement
Question 1: Based on the pivot table above, which location for 2018
and 2019 combined produced the greater revenue? How much
revenue was it?
13
a. Label your response Question 1.
b. Answer this question in 1 or 2 sentences.
Question 2. Based on the pivot table above, which combination of
location and car class for 2018 and 2019 combined produced the
most revenue? How much revenue was it?
14
a. Label your response Question 2.
b. Answer this question in 1 to 2 sentences.
In the Profit Analysis worksheet:
15
Comments
Use the following text
format:
•
•
•
Arial 10 point
Normal/Black
Left-align text in the
cell
Use the following text
format:
•
•
•
Arial 10 point
Normal/Black
Left-align text in the
cell
Use the following text
format:
a. In Row 1 and in the column to the immediate right of
NumCars label, add the following labels in the following order: •
Expenses, Profit, ProfitperCar
•
(three labels, each at the top of a column)
•
b. If necessary, adjust column widths to eliminate truncation.
Arial 10 point
Normal/Black
Left-align text in the
cell
c. The Excel table should be extended three columns to the right after
adding these three new columns.
In the Profit Analysis worksheet:
16
a. In Row 1, two columns to the right of the Profit per Car label
add the label: Hybrid Expense per Car.
b. In Row 2, in the same column as Hybrid Expenses add the
label Non-Hybrid Expense per Car.
Use the following text
format:
•
•
•
Arial 10 point
Bold
Left-align text in the
cell
DO NOT adjust column widths for these two labels. The blank
column to the left of these two labels will prevent these two labels
from becoming a right extension of the Excel table.
17
In the Profit Analysis worksheet:
Format:
In the next totally visible cell (no content bleed over from label) in Row
1 add 100 for Hybrid Expense per Car in Row 1 and in Row 2 add 50
for Non-Hybrid Expense per Car. The absolute cell addresses of these
two numeric values will be used to calculate Expenses in the Excel
table for each row.
•
•
•
Currency (leading
dollar sign) with no
space between the $
and the first number
No decimal places
Arial 10 point
•
• Normal font
Step
18
19
Requirement
In the Profit Analysis worksheet:
Comments
Format:
Expenses costs include maintenance, cleaning, and administrative
expenses associated for a car rental. The Expenses for one rental
transaction will be determined from the values specified in the
worksheet. DO NOT enter the values in this column on a cell by cell
basis.
a. In the first cell directly under the Expenses label, calculate the
total Expenses that corresponds to the number of cars rented
IN THAT ROW (NumCars) using an “IF” statement as part of
the formula to determine the value of Expenses for one
vehicle.
b. First, use the “IF” statement to determine the single vehicle
Expenses (by comparing the values in the “CarClass”
column) and second, edit the cell contents to multiply it by the
NumCars so that the Expenses value represents the total
Expenses costs for the Number of Cars (NumCars) rented
that row. Expenses = NumCars * Expense per Car
c. Use the absolute cell address for the numerical Expenses
value for ONE vehicle which should then be multiplied by the
number of cars in each row.
d. Adjust column width as needed to eliminate truncation after
format adjustments.
Note: the use of absolute cell addresses allows those Expenses
values to be changed and then by recalculation, update the entire
Excel table. It can be helpful to double-check a hybrid and a nonhybrid row with a calculator for calculation accuracy.
•
•
•
•
Currency (leading
dollar sign) with no
space between the $
and the first number.
No decimal places
Arial 10 point
Normal font
In the Profit Analysis Worksheet:
Format:
a. In the first cell directly under the Profit label, calculate total
profit by subtracting Expenses from revenue (should be a
• Currency (leading
dollar sign) with no
positive number). (Revenue – Expenses). Then repeat the
space between the $
formula for each row below.
and the first digit.
b. In the first cell directly under the ProfitperCar label, divide
• No decimal places
Profit by NumCars (Profit/Numcars). Then repeat the formula
for Profit and two
for each row below.
decimal places for
c. Adjust column widths as needed to eliminate truncation after
ProfitperCar data
formatting.
• Arial 10 point
• Normal font
Verifying the accuracy of a few cells calculation with a calculator can
be helpful.
Step
20
21
Requirement
In the Profit Analysis worksheet:
a. Create a Pivot Table using all 2018 and 2019 data.
b. Locate the top edge of the Pivot Table in Row 4 and leftaligned with the left edge of the Hybrid Expenses label.
c. Display the total profit for all four types (CarClass) of vehicles
in four columns. (Put CarClass in the columns area of the
PivotTable fields).
d. Display the total profit for both Airport and Downtown locations
in two rows. (Put Location in the rows area of the PivotTable
fields).
e. Row and column calculations (sum) are required so that the
total profit for EACH location and the total profit for each
CarClass are visible in the pivot table. There must be a grand
total that represents the sum of all profit. In the Pivot Tables
Fields set-up, DO NOT put a check in the box for Quarters.
f. Format required listed in the Comments column.
g. Left align both locations and Grand Total below and right align
four car classes and the Grand Total to the right of the four car
classes in the pivot table.
h. Final step: Adjust columns widths, if necessary, to eliminate
title and data truncation of the pivot table.
In the Profit Analysis worksheet:
a. Create a Pivot Table using all the 2018 and 2019 data.
b. Position the upper left corner to left align with the pivot table
above and two rows below the pivot table above.
c. Display the average profit for all four types (carclass) of
vehicles in four columns. (Put CarClass in the columns area
of the PivotTable fields).
Rowd.and
column
(sum)
the total profit
Display
thecalculations
average profit
forare
bothrequired
Airport so
andthat
Downtown
for EACH
locationinand
total
profit
for EACH
carclass
are of
visible
locations
two the
rows.
(Put
Location
in the
rows area
the in
the pivot
table. There
must be a grand total (sum) that represents the
PivotTable
fields).
sume.of Row
ALL profit.
and column calculations (average) are required so that
e. Position
the
upper
left for
corner
of the
Pivot and
Table
the same
the average
profit
EACH
location
theinaverage
profit for
column EACH
as the CarClass
Hybrid Expense
per
Car
label
begins
and
twomust
rowsbe a
are visible in the pivot table. There
below it.composite average (average) that represents the average of
f. Use all
format
defined
the
Comments.
profitas
values.
In in
the
Pivot
Tables Fields set-up, DO NOT put
a check in the box for Quarters.
Locate
the top edge
of the
Pivot
Table
in Row 4 column.
and left aligned with
f. Format
required
listed
in the
Comments
g.
Left
align
both
locations
and
Grand
total
below
and right
the Hybrid Expenses label.
align four car classes and the Grand Total to the right of the
four car classes in the pivot table.
h. Final step: Adjust column widths, if necessary, to eliminate
title and data truncation in BOTH pivot tables.
Comments
Format (for pivot table
labels, text, data as
appropriate):
•
•
•
•
Currency (leading
dollar sign) with no
space between the
$ and the first
number.
No decimal places
Arial 10 point
Normal font
Format (for pivot table
labels, text, data as
appropriate):
•
•
•
•
•
Currency (leading
dollar sign) with no
space between the $
and the first number.
No decimal places
Arial 10 point
Right-align pivot
table column labels
Normal font
For the questions below, in the Profit Analysis worksheet, present your answers in a very readable
format left-aligned with and one or two rows beneath the lower pivot table. You can type your answer
Please
note:
This pivot
table displays
average
total. selecting merge cells and selecting
in one cell,
then
highlight
and select
several rows
andNOT
columns,
Wrap Text. Do NOT widen the columns as this will adversely impact the appearance of the worksheet
items above. You will want to change the text from Center to Left justification. Play with this a bit. If
you simply type your answer on a single line in that will also be ok. But be sure the entire answer can
be read without the reader having to change any formatting. Reading the answer in the cell
editor is NOT acceptable, the answer must be visible in the worksheet itself. Use Currency
(leading dollar sign) with no space between the $ and the first number format for dollar figures.
Question 1: Based on the upper pivot table, which of the two
locations produces the greater profit (include the profit figure)
and which vehicle class of the four produces the least profit
(include the profit figure)?
22
Format:
•
•
•
Label your response Question 1. Answer this question in 2 to 3
sentences one or two rows below and left-aligned with the lower
pivot table.
Question 2: Based on the lower pivot table, which
combination of location and carclass is MOST profitable and
which combination is least profitable ?
23
Label your response Question 2. Answer this question in 2 to 3
sentences in a new row left-aligned with the Question 1 response
and one or two rows beneath it.
Arial 10 point
Normal/Black
Left-align text in the
cell
Format:
•
•
•
Arial 10 point
Normal/Black
Left-align text in the
cell
Year Quarter Location CarClass Revenue NumCars
2018 Q2 Airport Premium 303242 1933
2018 Q2 Airport Hybrid 303607 1982
2018 Q2 Airport SUV 303199 2027
2019 Q2 Airport Economy 368286 2153
2018 Q1 Airport Premium 359382 2335
2018 Q1 Downtown Premium 354474 2383
2018 Q1 Airport Hybrid 359794 2401
2018 Q1 Downtown Hybrid 354745 2420
2018 Q1 Airport SUV 360039 2488
2018 Q1 Downtown SUV 354839 2512
2019 Q4 Downtown Premium 431761 2562
2019 Q4 Downtown Hybrid 431140 2620
2019 Q1 Downtown Premium 424833 2661
2019 Q4 Downtown SUV 431029 2708
2018 Q1 Downtown Economy 358719 2711
2019 Q1 Downtown Hybrid 425127 2729
2018 Q2 Downtown Economy 379501 2742
2019 Q1 Downtown SUV 424718 2799
2018 Q3 Airport Premium 483322 3004
2019 Q3 Downtown Premium 494587 3006
2019 Q3 Downtown Hybrid 494669 3065
2019 Q4 Airport Premium 540411 3082
2018 Q3 Airport Hybrid 483684 3090
2018 Q2 Downtown Premium 466323 3095
2019 Q2 Downtown Premium 500347 3101
2019 Q4 Airport Hybrid 541112 3115
2018 Q2 Downtown Hybrid 466712 3133
2019 Q2 Downtown Hybrid 500601 3172
2019 Q3 Downtown SUV 495372 3197
2018 Q3 Airport SUV 482829 3201
2019 Q4 Airport SUV 540599 3231
2019 Q2 Downtown SUV 500494 3251
2018 Q1 Airport Economy 449582 3260
2018 Q2 Downtown SUV 466527 3277
2019 Q1 Airport Economy 499117 3296
2018 Q2 Airport Economy 480589 3337
2018 Q3 Downtown Premium 516616 3381
2019 Q1 Airport Premium 565965 3418
2018 Q3 Downtown Hybrid 516779 3444
2018 Q4 Downtown Economy 508821 3457
2019 Q1 Airport Hybrid 565721 3515
2019 Q3 Airport Economy 593981 3555
2019 Q2 Airport Premium 599690 3556
2018 Q3 Downtown SUV 517006 3603
2019 Q1 Airport SUV 565749 3623
2019 Q2 Airport Hybrid 599005 3650
2019 Q2 Airport SUV 599382 3783
2018 Q4 Downtown Premium 596796 3856
2019 Q3 Airport Premium 658374 3883
2018 Q4 Airport Premium 634905 3892
2019 Q3 Airport Hybrid 658702 3927
2018 Q4 Downtown Hybrid 596477 3946
2018 Q4 Airport Hybrid 634492 3976
2019 Q3 Airport SUV 658241 4097
2018 Q4 Downtown SUV 596103 4098
2018 Q4 Airport Economy 612501 4112
2018 Q4 Airport SUV 617852 4115
2019 Q2 Downtown Economy 641168 4302
2019 Q3 Downtown Economy 681155 4540
2019 Q4 Downtown Economy 704556 4620
2018 Q3 Airport Economy 701974 4742
2019 Q1 Downtown Economy 718651 4898
2019 Q4 Airport Economy 918045 5224
2018 Q3 Downtown Economy 770161 5386
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