Question
1. Sonia Montero is a sales manager for Barasch & Company, an insurance agency with three offices in Wichita, Kansas. She is using an Excel
1. Sonia Montero is a sales manager for Barasch & Company, an insurance agency with three offices in Wichita, Kansas. She is using an Excel workbook to analyze the agency's financial performance, and asks for your help in creating advanced types of charts and PivotTables to provide an overview of policy sales.
Go to the Policies Sold worksheet, which summarizes the number of insurance policies sold from 2016 to 2021. Sonia wants to illustrate the trend in the data and forecast policy sales for the next two years. Create a Scatter chart based on the range B2:H3. Add a Linear Forecast trendline to the chart to project sales to 2023. Resize and position the chart so that it covers the range B4:H18.
2. Go to the Sales Table worksheet, which contains a table named Policies with details about insurance policies sold in 2020 and 2021. Sonia wants to display the amount of revenue by branch. Insert the Sum of Revenue 2021 by Branch (+) recommended PivotTable. [Mac hint - Insert a PivotTable based on the Policies table on a new worksheet. Add the Branch and Agent ID fields as rows, and the Revenue 2021 field as the values.] Use Revenue by Branch as the name of the new worksheet. Apply the Coral, Pivot Style Medium 12 style to the PivotTable. Remove the Agent ID field from the Rows area. Add the Revenue 2020 field as the first field in the Values area. Change the number format of the two value fields to Currency with 0 decimal places and the $ symbol. Use 2020 Revenue as the column heading in cell B3, and use 2021 Revenue as the column heading in cell C3.
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