You and a business partner opened a fitness gym three years ago. Your partner oversees managing the operations of the gym, ensuring the right equipment is on hand, maintenance is conducted, and the appropriate classes are being offered with the right trainers and staff. You oversee managing the business aspects, such as marketing, finance, and general personnel issues. The business is nearing the end of its third year. You have put together the financials, and now you want to show the data more visually because you know it will make more sense to your business partner that way. You want to create charts and insert sparklines that show the trends to discuss with your partner.

Steps to Perform:

Step Instructions Points Possible

$1$ Start Excel. Download and open the file named Exp$19\_$Excel$\_$Ch$03\_$Cap$\_$Gym.xlsx$.$ Grader has automatically added your last name to the beginning of the filename.

$0$

$2$ You will create a pie chart to focus on the expenses for the current year.

Insert a $2-$D pie chart using the ranges A$11$:A$19$ and D$11$:D$19$ on the Income worksheet.

$5$

$3$ Move the chart to a new chart sheet named Expenses. Move it to the right of the Membership sheet. $3$

$4$ The chart needs a descriptive, easy$-$to$-$read title.

Change the chart title to Expenses for Year $3$ and change the font size to $20.5$

$5$ You want to create a clustered bar chart.

Insert a clustered bar chart using the ranges A$4$:D$4$ and A$11$:D$19$ on the Income worksheet. $5$

$6$ You want to place this chart and other charts on a Summary worksheet to look at trends.

Move the chart as an object on the Summary worksheet. Cut the bar chart and paste it in cell I$1.3$

$7$ The chart should have a descriptive title to explain which expenses are excluded.

Change the bar chart title to Expenses $($Without Payroll and Cost of Sales$).3$

$8$ You want to filter out the Payroll and Cost of Sales to focus on other expenses. The bar chart displays expenses the first expense $($Advertising$)$ at the bottom of the category axis. You want to reverse the categories to display in the same sequence as the expenses are listed in the worksheet.

Apply a chart filter to remove Payroll and Cost of Sales. Select the category axis and use the Format Axis task pane to display categories in reverse order. Change the Maximum Bound to $25000.$

Mac Users: Apply the filter using Select Data and Switch Row$/$Column$.$ Be sure to switch the rows and columns back after filtering the data. $8$

$9$ You decide to format the pie chart with data labels and remove the legend because there are too many categories for the legend to be effective.

Display the Expenses sheet and remove the legend. Add Percent and Category Name data labels and choose Outside End position for the labels. Change the data labels font size to $10.8$

$10$ You want to emphasize the Education & Training slice by exploding it$.$

Explode the Education & Training slice by $12\%.$

$2$

$11$ Add the Light Gradient $$ Accent $2$ fill color to the chart area. $2$

$12$ You create another chart showing the Balance sheet items. You change the chart to a clustered column and switch the row and column data to focus on each balance sheet item.

Insert a stacked column chart using the ranges A$4$:D$4,$ A$10$:D$10,$ A$15$:D$15,$ and A$16$:D$16$ on the Balance sheet.

Change the chart type to Clustered Column and switch the rows and columns in the chart. $10$

$13$ You want to move the column chart to be on the Summary worksheet along with the bar chart.

Move the column chart to the Summary worksheet. Cut the chart and paste it in cell A$1.5$

$14$ The column chart needs to have a descriptive title to indicate the data comes from the Balance

sheet.

Change the title to $3-$Year Balance Sheet. $2$

$15$ The last chart will be a line chart to show the trends in Memberships.

Insert a line chart using the range I$3$:L$15$ on the Membership worksheet. $5$

$16$ You want to move the line chart to be on the same Summary sheet as column and bar charts.

Move the line chart to the Summary worksheet. Cut the chart and paste it in cell A$17.4$

$17$ Because the lowest value is between $200$ and $300,$ you will change the vertical axis at $200$ instead of $0.$

Adjust the vertical axis so the Minimum Bound is $200$ and display a vertical axis title # of Memberships for the line chart. $5$

$18$ Apply Chart Style $4$ and change colors to Monochromatic Palette $8$ for the line chart. $4$

$19$ Move the legend to the top of the chart and add the chart title $3-$Year Membership Trends. $4$

$20$ It is a best practice to add Alt Text for each chart for accessibility compliance.

Display the pie chart and add Alt Text: The pie chart displays percentage of expenses for Year $3.($including the period$)2$

$21$ Display the column chart and add Alt Text: The column chart displays total assets, total liabilities, and retained earnings for three years. $($including the period$)2$

$22$ Display the bar chart and add Alt Text: The bar chart displays expenses for three years without payroll or cost of sales. $($including the period$)$