{"id":5396,"date":"2022-04-01T17:05:16","date_gmt":"2022-04-01T17:05:16","guid":{"rendered":"https:\/\/courses.lumenlearning.com\/wm-computerapplicationsmgrs-2\/?post_type=chapter&#038;p=5396"},"modified":"2024-04-08T20:51:11","modified_gmt":"2024-04-08T20:51:11","slug":"module-8-assignment-analyze-yearly-trends","status":"publish","type":"chapter","link":"https:\/\/courses.lumenlearning.com\/wm-computerapplicationsmgrs-2\/chapter\/module-8-assignment-analyze-yearly-trends\/","title":{"raw":"Module 8 Assignment: Analyze Yearly Trends","rendered":"Module 8 Assignment: Analyze Yearly Trends"},"content":{"raw":"In this assignment, we will pull together everything you have learned about Excel so far to analyze trends in sales data over several years.\r\nTo complete this assignment, you will need the assignment you completed last module that you saved as <strong>BA132_LastName_SalesData.xlsx<\/strong> (or you can <a href=\"https:\/\/s3.amazonaws.com\/lumenlearning\/success\/waymaker\/compapp\/Module+6+assignment.xlsx\" target=\"_blank\" rel=\"noopener\">download the original assignment here<\/a>) and a <a href=\"https:\/\/course-building.s3-us-west-2.amazonaws.com\/ComputerApps\/Assignments\/Module%2B7%2Bassignment.xlsx\" target=\"_blank\" rel=\"noopener\">new workbook you can download here<\/a>. <span class=\"s1\">Follow the directions, then submit your assignment. If you get stuck on a step, review this module and ask your classmates for help in the discussion forum.<\/span>\r\n<ol>\r\n \t<li>Open both workbooks. Save the new Module 7 file to the Rowan folder on your desktop as <span class=\"s1\"><strong>BA132_LastName_YearlyTrends.xlsx<\/strong>, replacing \"LastName\" with your own last name. (Example: BA132_Hywater_YearlyTrends) It is a good idea to save your work periodically.<\/span><\/li>\r\n \t<li>First, we need to combine the information into a single workbook. Add a new worksheet to the Module 7 file and copy the table from the Module 6 assignment to that new tab. Name the new tab \u201c2014.\u201d Be sure to set the number type to currency.\r\n<img class=\"aligncenter wp-image-5397 size-large\" src=\"https:\/\/s3-us-west-2.amazonaws.com\/courses-images\/wp-content\/uploads\/sites\/5695\/2022\/04\/01165457\/image52-1024x502.png\" alt=\"A Microsoft Excel sheet is open with content in cells A1 through B13. Cell A is representing months while cell B is representing total sales. All of column B has been formatted with dollar signs next to all of the numbers. The auto fit column width has been applied. \" width=\"1024\" height=\"502\" \/><\/li>\r\n \t<li>Add another new worksheet. Now we want to set up the spacing for the table we are about to make. Merge the 1 and 2 cells of column A, B, C, D, and E individually (so A1 and A2 merge, B1 and B2 merge, etc). Then name the cells as shown in the list below and center the text in those cells.\r\nA = Month\r\nB = 2012 Sales\r\nC = 2013 Sales\r\nD = 2014 Sales\r\nE = Total by Month\r\n<img class=\"aligncenter wp-image-5398 size-large\" src=\"https:\/\/s3-us-west-2.amazonaws.com\/courses-images\/wp-content\/uploads\/sites\/5695\/2022\/04\/01165610\/image41-1024x502.png\" alt=\"Spreadsheet in Microsoft Excel with unformatted headings in rows A through E. They are as follows: Month, 2012 Sales, 2013 Sales, 2014 Sales, and Total by Month.\" width=\"1024\" height=\"502\" \/><\/li>\r\n \t<li>Copy the following columns of data over in order: \"2012 Sales Total,\" \"2013 Sales Total,\" and \"2014 Sales Total.\" Remember, you can just copy and paste each column in order, using the columns you have already labeled. When you AutoFit the column to the data width, your header cells will change.\r\n<img class=\"aligncenter wp-image-5399 size-large\" src=\"https:\/\/s3-us-west-2.amazonaws.com\/courses-images\/wp-content\/uploads\/sites\/5695\/2022\/04\/01165746\/image21-1024x500.png\" alt=\"\" width=\"1024\" height=\"500\" \/><\/li>\r\n \t<li>Now apply Autosum to the sales data for both the total by month and by year. When you have the totals, apply bold to them to make them stand out more and type \"Totals\" in the cell under December. Autofit the column widths as needed to display all values.\r\n<img class=\"aligncenter wp-image-5400 size-large\" src=\"https:\/\/s3-us-west-2.amazonaws.com\/courses-images\/wp-content\/uploads\/sites\/5695\/2022\/04\/01165850\/image32-1024x504.png\" alt=\"\" width=\"1024\" height=\"504\" \/><\/li>\r\n \t<li>Merge cells F1 and F2. Next to the \u2018Totals by Month\u2019 column, type \u2018Above $50k\u2019 in the column title. In the first cell in the new column use an IF function to identify True or False if the totals by month are greater than $50,000 or not. Remember, after you create the first IF functions in January, you can Flash fill the other cells by dragging the bottom right of the highlighted cell down the other cells.\r\n<img class=\"aligncenter wp-image-5401 size-large\" src=\"https:\/\/s3-us-west-2.amazonaws.com\/courses-images\/wp-content\/uploads\/sites\/5695\/2022\/04\/01170035\/image61-1024x501.png\" alt=\"\" width=\"1024\" height=\"501\" \/><\/li>\r\n \t<li>Return to the individual tabs for each year. For each year of data, sort the sales total \u201cZ to A\u201d so that the month with the highest sales is at the top. When you chose the \u201cSort\u201d option, be sure to \u201cExpand the Selection.\u201d That will make sure that the months change as well. The screenshot below shows you only what 2012 should look like, but when you finish you should see October as the highest in 2012, August for 2013, and May for 2014.\r\n<img class=\"aligncenter wp-image-5402 size-large\" src=\"https:\/\/s3-us-west-2.amazonaws.com\/courses-images\/wp-content\/uploads\/sites\/5695\/2022\/04\/01170149\/image12-1024x502.png\" alt=\"A Microsoft Excel sheet is open with content in cells A1 through B13. Cell A is representing months while cell B is representing total sales. All of column B has been formatted with dollar signs next to all of the numbers. The auto fit column width has been applied. The total sales values have been re-ordered to display the highest earning months.\" width=\"1024\" height=\"502\" \/><\/li>\r\n \t<li>Finally, go back to your Yearly Trends tab and create a clustered column chart from the three year columns of your data.<img class=\"aligncenter wp-image-5403 size-large\" src=\"https:\/\/s3-us-west-2.amazonaws.com\/courses-images\/wp-content\/uploads\/sites\/5695\/2022\/04\/01170255\/image71-1024x502.png\" alt=\"\" width=\"1024\" height=\"502\" \/><\/li>\r\n \t<li>Save your work and submit it in your course online.<\/li>\r\n<\/ol>","rendered":"<p>In this assignment, we will pull together everything you have learned about Excel so far to analyze trends in sales data over several years.<br \/>\nTo complete this assignment, you will need the assignment you completed last module that you saved as <strong>BA132_LastName_SalesData.xlsx<\/strong> (or you can <a href=\"https:\/\/s3.amazonaws.com\/lumenlearning\/success\/waymaker\/compapp\/Module+6+assignment.xlsx\" target=\"_blank\" rel=\"noopener\">download the original assignment here<\/a>) and a <a href=\"https:\/\/course-building.s3-us-west-2.amazonaws.com\/ComputerApps\/Assignments\/Module%2B7%2Bassignment.xlsx\" target=\"_blank\" rel=\"noopener\">new workbook you can download here<\/a>. <span class=\"s1\">Follow the directions, then submit your assignment. If you get stuck on a step, review this module and ask your classmates for help in the discussion forum.<\/span><\/p>\n<ol>\n<li>Open both workbooks. Save the new Module 7 file to the Rowan folder on your desktop as <span class=\"s1\"><strong>BA132_LastName_YearlyTrends.xlsx<\/strong>, replacing &#8220;LastName&#8221; with your own last name. (Example: BA132_Hywater_YearlyTrends) It is a good idea to save your work periodically.<\/span><\/li>\n<li>First, we need to combine the information into a single workbook. Add a new worksheet to the Module 7 file and copy the table from the Module 6 assignment to that new tab. Name the new tab \u201c2014.\u201d Be sure to set the number type to currency.<br \/>\n<img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-5397 size-large\" src=\"https:\/\/s3-us-west-2.amazonaws.com\/courses-images\/wp-content\/uploads\/sites\/5695\/2022\/04\/01165457\/image52-1024x502.png\" alt=\"A Microsoft Excel sheet is open with content in cells A1 through B13. Cell A is representing months while cell B is representing total sales. All of column B has been formatted with dollar signs next to all of the numbers. The auto fit column width has been applied.\" width=\"1024\" height=\"502\" \/><\/li>\n<li>Add another new worksheet. Now we want to set up the spacing for the table we are about to make. Merge the 1 and 2 cells of column A, B, C, D, and E individually (so A1 and A2 merge, B1 and B2 merge, etc). Then name the cells as shown in the list below and center the text in those cells.<br \/>\nA = Month<br \/>\nB = 2012 Sales<br \/>\nC = 2013 Sales<br \/>\nD = 2014 Sales<br \/>\nE = Total by Month<br \/>\n<img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-5398 size-large\" src=\"https:\/\/s3-us-west-2.amazonaws.com\/courses-images\/wp-content\/uploads\/sites\/5695\/2022\/04\/01165610\/image41-1024x502.png\" alt=\"Spreadsheet in Microsoft Excel with unformatted headings in rows A through E. They are as follows: Month, 2012 Sales, 2013 Sales, 2014 Sales, and Total by Month.\" width=\"1024\" height=\"502\" \/><\/li>\n<li>Copy the following columns of data over in order: &#8220;2012 Sales Total,&#8221; &#8220;2013 Sales Total,&#8221; and &#8220;2014 Sales Total.&#8221; Remember, you can just copy and paste each column in order, using the columns you have already labeled. When you AutoFit the column to the data width, your header cells will change.<br \/>\n<img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-5399 size-large\" src=\"https:\/\/s3-us-west-2.amazonaws.com\/courses-images\/wp-content\/uploads\/sites\/5695\/2022\/04\/01165746\/image21-1024x500.png\" alt=\"\" width=\"1024\" height=\"500\" \/><\/li>\n<li>Now apply Autosum to the sales data for both the total by month and by year. When you have the totals, apply bold to them to make them stand out more and type &#8220;Totals&#8221; in the cell under December. Autofit the column widths as needed to display all values.<br \/>\n<img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-5400 size-large\" src=\"https:\/\/s3-us-west-2.amazonaws.com\/courses-images\/wp-content\/uploads\/sites\/5695\/2022\/04\/01165850\/image32-1024x504.png\" alt=\"\" width=\"1024\" height=\"504\" \/><\/li>\n<li>Merge cells F1 and F2. Next to the \u2018Totals by Month\u2019 column, type \u2018Above $50k\u2019 in the column title. In the first cell in the new column use an IF function to identify True or False if the totals by month are greater than $50,000 or not. Remember, after you create the first IF functions in January, you can Flash fill the other cells by dragging the bottom right of the highlighted cell down the other cells.<br \/>\n<img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-5401 size-large\" src=\"https:\/\/s3-us-west-2.amazonaws.com\/courses-images\/wp-content\/uploads\/sites\/5695\/2022\/04\/01170035\/image61-1024x501.png\" alt=\"\" width=\"1024\" height=\"501\" \/><\/li>\n<li>Return to the individual tabs for each year. For each year of data, sort the sales total \u201cZ to A\u201d so that the month with the highest sales is at the top. When you chose the \u201cSort\u201d option, be sure to \u201cExpand the Selection.\u201d That will make sure that the months change as well. The screenshot below shows you only what 2012 should look like, but when you finish you should see October as the highest in 2012, August for 2013, and May for 2014.<br \/>\n<img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-5402 size-large\" src=\"https:\/\/s3-us-west-2.amazonaws.com\/courses-images\/wp-content\/uploads\/sites\/5695\/2022\/04\/01170149\/image12-1024x502.png\" alt=\"A Microsoft Excel sheet is open with content in cells A1 through B13. Cell A is representing months while cell B is representing total sales. All of column B has been formatted with dollar signs next to all of the numbers. The auto fit column width has been applied. The total sales values have been re-ordered to display the highest earning months.\" width=\"1024\" height=\"502\" \/><\/li>\n<li>Finally, go back to your Yearly Trends tab and create a clustered column chart from the three year columns of your data.<img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-5403 size-large\" src=\"https:\/\/s3-us-west-2.amazonaws.com\/courses-images\/wp-content\/uploads\/sites\/5695\/2022\/04\/01170255\/image71-1024x502.png\" alt=\"\" width=\"1024\" height=\"502\" \/><\/li>\n<li>Save your work and submit it in your course online.<\/li>\n<\/ol>\n\n\t\t\t <section class=\"citations-section\" role=\"contentinfo\">\n\t\t\t <h3>Candela Citations<\/h3>\n\t\t\t\t\t <div>\n\t\t\t\t\t\t <div id=\"citation-list-5396\">\n\t\t\t\t\t\t\t <div class=\"licensing\"><div class=\"license-attribution-dropdown-subheading\">CC licensed content, Original<\/div><ul class=\"citation-list\"><li>Assignment: Analyzing Yearly Trends. <strong>Authored by<\/strong>: Shelli Carter. <strong>Provided by<\/strong>: Lumen Learning. <strong>License<\/strong>: <em><a target=\"_blank\" rel=\"license\" href=\"https:\/\/creativecommons.org\/licenses\/by\/4.0\/\">CC BY: Attribution<\/a><\/em><\/li><\/ul><\/div>\n\t\t\t\t\t\t <\/div>\n\t\t\t\t\t <\/div>\n\t\t\t <\/section>","protected":false},"author":428269,"menu_order":18,"template":"","meta":{"_candela_citation":"[{\"type\":\"original\",\"description\":\"Assignment: Analyzing Yearly Trends\",\"author\":\"Shelli Carter\",\"organization\":\"Lumen Learning\",\"url\":\"\",\"project\":\"\",\"license\":\"cc-by\",\"license_terms\":\"\"}]","CANDELA_OUTCOMES_GUID":"","pb_show_title":"on","pb_short_title":"","pb_subtitle":"","pb_authors":[],"pb_section_license":""},"chapter-type":[],"contributor":[],"license":[],"class_list":["post-5396","chapter","type-chapter","status-publish","hentry"],"part":5319,"_links":{"self":[{"href":"https:\/\/courses.lumenlearning.com\/wm-computerapplicationsmgrs-2\/wp-json\/pressbooks\/v2\/chapters\/5396","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/courses.lumenlearning.com\/wm-computerapplicationsmgrs-2\/wp-json\/pressbooks\/v2\/chapters"}],"about":[{"href":"https:\/\/courses.lumenlearning.com\/wm-computerapplicationsmgrs-2\/wp-json\/wp\/v2\/types\/chapter"}],"author":[{"embeddable":true,"href":"https:\/\/courses.lumenlearning.com\/wm-computerapplicationsmgrs-2\/wp-json\/wp\/v2\/users\/428269"}],"version-history":[{"count":3,"href":"https:\/\/courses.lumenlearning.com\/wm-computerapplicationsmgrs-2\/wp-json\/pressbooks\/v2\/chapters\/5396\/revisions"}],"predecessor-version":[{"id":5406,"href":"https:\/\/courses.lumenlearning.com\/wm-computerapplicationsmgrs-2\/wp-json\/pressbooks\/v2\/chapters\/5396\/revisions\/5406"}],"part":[{"href":"https:\/\/courses.lumenlearning.com\/wm-computerapplicationsmgrs-2\/wp-json\/pressbooks\/v2\/parts\/5319"}],"metadata":[{"href":"https:\/\/courses.lumenlearning.com\/wm-computerapplicationsmgrs-2\/wp-json\/pressbooks\/v2\/chapters\/5396\/metadata\/"}],"wp:attachment":[{"href":"https:\/\/courses.lumenlearning.com\/wm-computerapplicationsmgrs-2\/wp-json\/wp\/v2\/media?parent=5396"}],"wp:term":[{"taxonomy":"chapter-type","embeddable":true,"href":"https:\/\/courses.lumenlearning.com\/wm-computerapplicationsmgrs-2\/wp-json\/pressbooks\/v2\/chapter-type?post=5396"},{"taxonomy":"contributor","embeddable":true,"href":"https:\/\/courses.lumenlearning.com\/wm-computerapplicationsmgrs-2\/wp-json\/wp\/v2\/contributor?post=5396"},{"taxonomy":"license","embeddable":true,"href":"https:\/\/courses.lumenlearning.com\/wm-computerapplicationsmgrs-2\/wp-json\/wp\/v2\/license?post=5396"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}