EXP E Capstone Comprehensive 2.0
Project Description:
In this project, you will update a workbook to display bank transactions as a PivotTable. You will filter the
PivotTable, format the values, display the values as calculations, and create a PivotChart using this data.
Additionally, you will sort and subtotal data, create data tables, and use Goal Seek and Scenario Manager. You
will format grouped worksheets, set up validation rules, and create functions. You will also import a text file and
XML data and manipulate the imported text. Finally, you will modify the document properties, insert a comment,
and mark the workbook as final.
Instructions:
For the purpose of grading the project you are required to perform the following tasks:
Step

Points
Possible

Instructions

1

Start Excel. Open exploring_ecap_grader_c2_Transactions.xlsx and save the workbook as
exploring_ecap_grader_c2_Transactions_LastFirst.

0.000

2

On the JuneTotals worksheet, sort the data in the range A3:E16 in ascending order by Category. At each
change in Category, use the Sum function to add subtotals to the data in the Amount column. Accept all
other defaults. Collapse the outline to show the grand total and Category subtotals only.

4.000

3

Create a PivotTable in cell F1 on the AnnualExp worksheet using the data in the range A1:D17. Add the
Expense field to the PivotTable as a row label; add the Amount field as the value; add the Year field as
the column label. Change the format of the values in the PivotTable to accounting with no decimal
places and set colums F:J to AutoFit Column Width.

4.000

4

Add the Category field to the Report Filter area of the PivotTable. Filter the data so that only expenses
in the Variable category are displayed. Display the values as percentages of the grand total.

4.000

5

Insert a Year slicer in the worksheet and use the slicer to filter the data so that only data from 2013 is
displayed. Change the height of the slicer to 2" and then reposition it so that the top left corner aligns
with the top left corner of cell I2.

4.000

6

Create a PivotChart based on the data in the PivotTable using the default Pie chart type. Change the
chart title text to Variable Expenses and remove the legend. Add data labels to the outside end position
displaying only the category names and leader lines. Reposition the chart so that the top left corner
aligns with the top left corner of cell F13.

4.000

7

On the HomeLoan worksheet, in cell A10, enter a reference to the monthly payment from column B.
Create a one-variable data table for the range A9:H10 using the interest rate from column B as the Row
input cell.

4.000

8

On the HomeLoan worksheet, in cell A12, enter a reference to the monthly payment from column B.
Create a two-variable data table in the range A12:H16, using the interest rate from column B as the Row
input cell and the term in months from column B as the Column input cell.

4.000

9

On the HomeLoan worksheet, perform a goal seek analysis to determine what the down payment in
column B needs to be if you want the monthly payment in column B to be 2000. Accept the solution.

4.000

Updated: 12/30/2014

1

Current_Instruction.docx

Step

Instructions

Points
Possible

10

On the HomeLoan worksheet, create a scenario named Maximum using cells B2, B3, B5, and B6 as the
changing cells. Enter these values for the scenario: 280000, 24000, .075, and 360, respectively. Show
the results and close the Scenario Manager. Undo the last change.

4.000

11

On the June2015 worksheet, in cell I7, sum the values in E7:E24 if the purchase in column C is
groceries; in cell I8, average the values in E7:E24 if the purchase in column C is groceries; in cell I9,
calculate the number of times groceries were purchased during the month.

9.000

12

On the June2015 worksheet, in cell I11, calculate the total amount spent on groceries using a credit card;
in cell I12, calculate the average spent on groceries using a credit card; in cell I13, calculate the number
of times groceries were purchased using a credit card during the month.

9.000

13

On the June2015 worksheet, in cell F7, nest an AND function within an IF function to determine if the
transaction was paid using a credit card and the amount of the transaction is less than -100. If both
conditions are met in the AND function, the function should return the text Flag. For all others, the
function should return the text OK. Copy the function down through cell F24.

6.000

14

On the June2015 worksheet, in cell E4, use the INDEX function to identify the transaction amount that
aligns with the position in cell C4. Type 5 for the column_num and use the range A7:F24 as the array
argument.

6.000

15

On the June2015 worksheet, filter the data in the range A6:E24 using the criteria in the range A27:E28.
Set the filter to copy the data to the range A31:E31. In cell I17, use the DAVERAGE function to
determine the average amount spent for transactions meeting the criteria in the range A27:E28.

4.000

16

Group the June2015 and JuneTotals worksheets together. Fill the contents and formatting from cell A1
on the JuneTotals worksheet across the grouped worksheets. Ungroup the worksheets. In cell I19 on the
June2015 worksheet, insert a reference to cell E26 on the JuneTotals worksheet.

3.000

17

18

On the June2015 worksheet, create a validation rule for the range D7:D24 to only allow values in the list
from the range I21:I24. Create an error alert for the rule that will display after invalid data is entered.
Using the Stop style, enter Invalid Entry as the title and Please select a valid method. as the error
message.
On the CarLoan worksheet, in cell G10, use the CUMPRINC function to calculate the cumulative
principle paid on the car loan. Use the data in the range E4:E6 when entering the first three arguments in
the function. Reference cell A10 as the start and end period arguments. Enter 0 as the type argument.
Modify the function to convert the results to a positive value. Make the row references absolute in all
arguments except for the end period. Copy the formula down through cell G19.

5.000

6.000

19

From Excel, open the downloaded tab-delimited text file eV2_stocks.txt using a data format of general.
You do not need to create a connection to the original data file. Copy the range A1:F5 and then close the
text file. Paste the copied range onto the Stocks worksheet in cell A3.

4.000

20

On the Stocks worksheet, separate the text in the first column into two columns using the asterisk (*) as
the delimiter. Insert a function in cell A3 that will display the text in cell A9 with initial capitalization
only.

4.000

21

On the Stocks worksheet, import the downloaded XML file eV2_highclose.xml into cell A11. Open the
XML file in Notepad, and then find and replace all instances of the text General Electric with General
Electric Co (no period). Save the XML document and close Notepad. Refresh the XML data on the
Stocks worksheet.

4.000

22

Apply the Retrospect theme to the workbook. Apply the cell style Accent1 to cells A3 and D3 on the
CarLoan worksheet.

2.000

Office 2013 – myitlab:grader – Instructions

Step

Excel Project

Points
Possible

Instructions

23

Set the Author property of the workbook to Exploring Excel Student and then set the Title property to
Personal Finances.

2.000

24

Save the workbook. Ensure that the following worksheets are present (in this order): JuneTotals,
June2015, Annual Exp, HomeLoan, CarLoan, Stocks. Close the workbook, and then submit the file as
directed.

0.000

Total Points

Updated: 12/30/2014

3

100.000

Current_Instruction.docx