You will be asked to complete Excel functions and tasks and answer questions from the text. Your case study will be found in Chapter 2, Peoples Choice Bank.. Your case study will ask for opinions and recommendations. Your claims should be supported by evidence including references from the text, valid outside resources, or rational arguments. Your case study should exhibit strong structure and organization. A concise introduction with a clear preview, a well-written body using complete sentences, in-text citations when necessary and a clear summary in the conclusion are expected.

Excel functions you will use include PivotTables to provide a summary of the key information.

Aside from just describing the analysis, discuss your interpretation of the data. You may include images from your analysis in the report, but images should not constitute the majority of the report. If you use a table or image, you must spend some time discussing it within the body of the text. A good rule of thumb is at least a paragraph of text to describe each image.

1. You will need to add a column and create a function that calculates Cash Flow based on criteria from Type. Create an IF statement that returns a negative cash flow (looks like ($500.00) for example) if the type was a Withdrawal. For all other types, the cash flow should be positive.
2. In running your pivot tables, some suggestions are to look at things like branch, account type, customer, etc. These are suggestions only. You will probably run more than just those types. Remember to run more than just SUMs in your pivot tables. You can also run MIN, MAX, COUNT, PERCENT and more. Run at least different 3 pivot tables, saving each as a separate sheet with each tab descriptively labeled (For example: Pivot 1, Pivot 2, etc.). Include your pivot tables and generate charts from each pivot table; include your pivots and/or charts as images in your Word document report. (One final tip, dont forget about time such as dates and days of the week and percentages in your analysis and data set.)

the worksheet data set is here

People's Choice Bank - August Account History Date Day of Week Account Type Amount Customer Branch 1-Aug Friday Savings New Account $2,600.00 New Anderson Hills 1-Aug Friday Checking New Account $3,075.00 New Anderson Hills 1-Aug Friday Certificate of Deposit New Account $39,750.00 New Blue Ash 1-Aug Friday Savings Deposit $3,000.00 Current Delhi 1-Aug Friday Savings Deposit $1,500.00 Current Anderson Hills 1-Aug Friday IRA Current Contribution $1,105.00 Current Anderson Hills 1-Aug Friday Checking Withdrawal $3,825.00 Current Anderson Hills 1-Aug Friday Checking Deposit $3,095.00 Current Anderson Hills 1-Aug Friday Checking Withdrawal $890.00 Current Anderson Hills -4-ug Monday Savings Deposit $700.00 Current Blue Ash 4-Aug Monday Savings Withdrawal $200.00 Current Anderson Hills 4-Aug Monday Savings Deposit $1,000.00 Current Delhi 4-Aug Monday Savings Deposit $900.00 Current Anderson Hills 4-Aug Monday Savings Deposit $700.00 Current Anderson Hills 4-Aug Monday Checking Deposit $30.00 Current Anderson Hills 4-Aug Monday Certificate of Deposit New $50,700.00 Current Blue Ash 4-Aug Monday Certificate of Deposit New $3,900.00 Current Anderson Hills 5-Aug Tuesday Savings Deposit $800.00 Current Delhi 5-Aug Tuesday Checking Deposit $890.00 Current Anderson Hills 5-Aug Tuesday Checking Withdrawal $360.00 Current Anderson Hills 5-Aug Tuesday Certificate of Deposit New $16,400.00 Current Blue Ash 6-Aug Wednesday Savings New Account $200.00 New Anderson Hills 6-Aug Wednesday Certificate of Deposit New $5,600.00 Current Anderson Hills 7-Aug Thursday Savings New Account $600.00 New Anderson Hills 7-Aug Thursday Savings New Account $400.00 New Blue Ash 7-Aug Thursday Savings New Account $900.00 New Anderson HillAug Thursday Checking Deposit $3,680.00 Current Delhi 7-Aug Thursday Checking Deposit $3,810.00 Current Delhi 7-Aug Thursday Checking Withdrawal $2,780.00 Current Anderson Hills 8-Aug Friday Savings New Account $500.00 New Blue Ash 8-Aug Friday Checking New Account $220.00 New Delhi 8-Aug Friday 13-Aug Wednesday Savings Deposit $300.00 Current Anderso 13-Aug Wednesday Checking Withdrawal $320.00 Current Delhi 13-Aug Wednesday Checking Deposit $390.00 Current Anderson Hills 13-Aug Wednesday Checking Withdrawal $2,710.00 Current Anderson Hills 13-Aug Wednesday Certificate of Deposit New $39,200.00 Current Blue Ash 14-Aug Thursday Savings New Account $900.00 New Blue -Aug Thursday Checking New Account $790.00 New Anderson Hills 14-Aug Thursday Checking New Account $2,950.00 New Delhi