Ex16_xl_ch04_grader_cap_as mountain view realty 1.6

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Project Description:
You manage several apartment complexes in Phoenix, Arizona. You created a dataset that lists details for each apartment complex, such as apartment number, including number of bedrooms, whether the unit is rented or vacant, the last remodel date, rent, and deposits. You will use the datasets to aggregate data to analyze the apartments at the complexes.

Steps to Perform:
Step

Instructions

Points Possible

1

Start Excel. Download and open the file named Exp19_Excel_Ch05_Cap_Apartments.xlsx. Grader has automatically added your last name to the beginning of the filename.

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2

Before subtotalling the data, you need to sort the data. Select the Summary sheet. Sort the data by Apartment Complex in alphabetical order and further sort it by # Bed (the number of bedrooms) from smallest to largest.

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3

You want to use the Subtotal feature to display the average total deposit by number of bedrooms for each apartment complex. Use the Subtotal feature to insert subtotal rows by Apartment Complex to calculate the average Total Deposit. Add a second subtotal (without removing the first subtotal) by # Bed to calculate the average Total Deposit by the number of bedrooms.

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4

Use the outline symbols to display only the subtotal rows. Create an automatic outline and collapse the outline above Total Deposit.

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5

You want to create a PivotTable to determine the total monthly rental revenue for occupied apartments. Display the Rentals sheet and create a blank PivotTable on a new worksheet to the left of the Rentals sheet. Change the name of the worksheet to Rental Revenue. Name the PivotTable Rental Revenue.

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6

Display the Apartment Complex and # Bed fields in Rows and the Rental Price field as Values.

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7

Format the Sum of Rental Price for Accounting Number Format with zero decimal places and enter the custom name Total Rent Collected.

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8

Select the Occupied field for the filter and set the filter to Yes to display data for occupied apartments.

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9

You want to calculate the total monthly rental revenue if the rates increase by 5% for the occupied apartments. Insert a calculated field to multiply the Rental Price by 1.05. Change the name to New Rental Revenue. Apply Accounting Number Format with zero decimal places.

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10

Select the range B3:C3 and apply these formats: wrap text, Align Right horizontal alignment, and 30 row height. Select column B and set 9.29 column width. Select column C and set 14.43 column width.

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11

Apply Light Orange, Pivot Style Medium 10 to the PivotTable and display banded rows.

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12

Insert a slicer for # Bed so that you can filter the dataset by number of bedrooms. Change the slicer caption to # of Bedrooms.

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13

Change the slicer height to 1.4 inches and width to 1.75 inches. Apply Light Orange, Slicer Style Light 2. Cut the slicer and paste it in cell E2.

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14

Insert a timeline for the Last Remodel field. Change the time period to YEARS. Apply Light Orange, Timeline Style Light 2. Change the timeline height to 1.4 inches and with to 3.75 inches.

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15

The Databases sheet contains two tables. You will create a relationship between those tables. Display the Databases sheet. Create a relationship between the APARTMENTS table using the Code field and the COMPLEX table using the Code field.

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16

You want to create a PivotTable from the related tables. Create a PivotTable using the data model on a new sheet. Change the sheet name to Bedrooms. Name the PivotTable BedroomData.

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17

Select the Apartment Name field from the COMPLEX table for Rows, the # Bed field for Columns, and the # Bed field as Values. This will display the number of apartments with the specified number of bedrooms per apartment complex. Display the values as a percentage of row totals.

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18

Create a Clustered Column PivotChart. Cut the chart and paste it in cell A13.

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19

Select the 3-bedroom data series and apply the Black, Text 1, Lighter 50% solid fill color. Apply Black, Text 1 font color to the vertical axis and category axis. Change the chart height to 3 inches and the width to 5 inches, if necessary. Hide the field buttons in the PivotChart.

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20

Create a footer on all worksheets with your name in the left, the sheet name code in the center, and the file name code in the right.

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21

Save and close Exp19_Excel_Ch05_Cap_Apartments.xlsx. Exit Excel. Submit the file as directed.

Summary
Constants for Formulas
Comparison Date 5/1/21
Years Since Remodel 5.0
Deposit Older (Rent*1.25) 1.0
Deposit Newer (Rent*1.5) 1.1
Unit # Apartment Complex # Bed Occupied Last Remodel Years Since Remodel Rental Price Security Deposit Non-Refund Cleaning Deposit Total Deposit
403 Mountaintop View 3 Yes 5/5/21 0.01 $ 1,200 $ 1,320 $ 250 $ 1,570
406 Mountaintop View 3 No 4/1/21 0.08 $ 1,200 $ 1,320 $ 250 $ 1,570
605 Oak Tree Living 3 No 11/30/20 0.42 $ 2,000 $ 2,200 $ 250 $ 2,450
107 Rolling Meadows 2 No 11/1/20 0.50 $ 1,100 $ 1,210 $ 200 $ 1,410
404 Mountaintop View 1 No 10/4/20 0.58 $ 875 $ 963 $ 150 $ 1,113
308 Lakeview Apartments 2 No 9/30/20 0.59 $ 1,200 $ 1,320 $ 200 $ 1,520
207 Rolling Meadows 2 Yes 8/1/20 0.75 $ 995 $ 1,095 $ 200 $ 1,295
208 Rolling Meadows 2 Yes 8/1/20 0.75 $ 995 $ 1,095 $ 200 $ 1,295
209 Rolling Meadows 3 No 8/1/20 0.75 $ 1,050 $ 1,155 $ 250 $ 1,405
307 Lakeview Apartments 2 Yes 6/30/20 0.84 $ 1,200 $ 1,320 $ 200 $ 1,520
405 Mountaintop View 2 Yes 6/15/20 0.88 $ 950 $ 1,045 $ 200 $ 1,245
106 Rolling Meadows 3 Yes 6/15/20 0.88 $ 1,500 $ 1,650 $ 250 $ 1,900
210 Rolling Meadows 3 Yes 11/4/19 1.49 $ 1,050 $ 1,155 $ 250 $ 1,405
109 Rolling Meadows 3 No 8/15/19 1.71 $ 1,500 $ 1,650 $ 250 $ 1,900
503 Sunset Valley 1 No 8/1/19 1.75 $ 875 $ 963 $ 150 $ 1,113
401 Mountaintop View 1 No 7/1/19 1.83 $ 875 $ 963 $ 150 $ 1,113
407 Mountaintop View 2 Yes 3/1/19 2.17 $ 975 $ 1,073 $ 200 $ 1,273
110 Rolling Meadows 3 Yes 10/4/18 2.58 $ 1,500 $ 1,650 $ 250 $ 1,900
402 Mountaintop View 2 No 8/1/18 2.75 $ 950 $ 1,045 $ 200 $ 1,245
502 Sunset Valley 1 No 8/1/18 2.75 $ 875 $ 963 $ 150 $ 1,113
306 Lakeview Apartments 2 Yes 6/15/18 2.88 $ 1,200 $ 1,320 $ 200 $ 1,520
301 Lakeview Apartments 1 No 4/15/18 3.04 $ 875 $ 963 $ 150 $ 1,113
607 Oak Tree Living 3 No 3/30/18 3.09 $ 2,000 $ 2,200 $ 250 $ 2,450
102 Rolling Meadows 1 Yes 3/1/18 3.17 $ 950 $ 1,045 $ 150 $ 1,195
108 Rolling Meadows 2 Yes 8/15/17 3.71 $ 1,100 $ 1,210 $ 200 $ 1,410
606 Oak Tree Living 3 Yes 3/30/17 4.09 $ 2,000 $ 2,200 $ 250 $ 2,450
305 Lakeview Apartments 2 No 10/4/16 4.58 $ 1,200 $ 1,320 $ 200 $ 1,520
203 Rolling Meadows 2 Yes 4/1/16 5.08 $ 995 $ 995 $ 200 $ 1,195
604 Oak Tree Living 2 Yes 12/1/15 5.42 $ 1,200 $ 1,200 $ 200 $ 1,400
408 Mountaintop View 2 Yes 11/15/15 5.46 $ 975 $ 975 $ 200 $ 1,175
103 Rolling Meadows 2 No 11/15/15 5.46 $ 1,100 $ 1,100 $ 200 $ 1,300
104 Rolling Meadows 2 Yes 10/1/15 5.58 $ 1,100 $ 1,100 $ 200 $ 1,300
105 Rolling Meadows 3 No 10/1/15 5.58 $ 1,500 $ 1,500 $ 250 $ 1,750
501 Sunset Valley 1 Yes 10/1/15 5.58 $ 875 $ 875 $ 150 $ 1,025
603 Oak Tree Living 2 No 8/15/15 5.71 $ 1,200 $ 1,200 $ 200 $ 1,400
206 Rolling Meadows 3 No 7/1/15 5.83 $ 1,050 $ 1,050 $ 250 $ 1,300
303 Lakeview Apartments 1 No 5/5/15 5.99 $ 900 $ 900 $ 150 $ 1,050
304 Lakeview Apartments 1 Yes 5/5/15 5.99 $ 900 $ 900 $ 150 $ 1,050
302 Lakeview Apartments 1 No 5/1/15 6.00 $ 875 $ 875 $ 150 $ 1,025
504 Sunset Valley 1 Yes 7/2/14 6.83 $ 875 $ 875 $ 150 $ 1,025
505 Sunset Valley 2 No 7/2/14 6.83 $ 1,100 $ 1,100 $ 200 $ 1,300
201 Rolling Meadows 1 Yes 4/13/14 7.05 $ 875 $ 875 $ 150 $ 1,025
202 Rolling Meadows 1 Yes 4/13/14 7.05 $ 875 $ 875 $ 150 $ 1,025
101 Rolling Meadows 1 Yes 4/1/14 7.08 $ 950 $ 950 $ 150 $ 1,100
602 Oak Tree Living 1 Yes 11/1/13 7.50 $ 1,500 $ 1,500 $ 150 $ 1,650
601 Oak Tree Living 1 Yes 8/15/13 7.71 $ 1,500 $ 1,500 $ 150 $ 1,650
506 Sunset Valley 2 Yes 10/10/11 9.56 $ 1,100 $ 1,100 $ 200 $ 1,300
507 Sunset Valley 2 No 10/10/11 9.56 $ 1,100 $ 1,100 $ 200 $ 1,300
205 Rolling Meadows 3 Yes 8/15/11 9.71 $ 1,050 $ 1,050 $ 250 $ 1,300
204 Rolling Meadows 2 No 4/1/11 10.08 $ 995 $ 995 $ 200 $ 1,195
Rentals
Unit # Apartment Complex # Bed Occupied Last Remodel Years Since Remodel Rental Price Security Deposit Non-Refund Cleaning Deposit Total Deposit
301 Lakeview Apartments 1 No 4/15/18 3.04 $ 875 $ 963 $ 150 $ 1,113
302 Lakeview Apartments 1 No 5/1/15 6.00 $ 875 $ 875 $ 150 $ 1,025
303 Lakeview Apartments 1 No 5/5/15 5.99 $ 900 $ 900 $ 150 $ 1,050
304 Lakeview Apartments 1 Yes 5/5/15 5.99 $ 900 $ 900 $ 150 $ 1,050
305 Lakeview Apartments 2 No 10/4/16 4.58 $ 1,200 $ 1,320 $ 200 $ 1,520
306 Lakeview Apartments 2 Yes 6/15/18 2.88 $ 1,200 $ 1,320 $ 200 $ 1,520
307 Lakeview Apartments 2 Yes 6/30/20 0.84 $ 1,200 $ 1,320 $ 200 $ 1,520
308 Lakeview Apartments 2 No 9/30/20 0.59 $ 1,200 $ 1,320 $ 200 $ 1,520
401 Mountaintop View 1 No 7/1/19 1.83 $ 875 $ 963 $ 150 $ 1,113
404 Mountaintop View 1 No 10/4/20 0.58 $ 875 $ 963 $ 150 $ 1,113
402 Mountaintop View 2 No 8/1/18 2.75 $ 950 $ 1,045 $ 200 $ 1,245
405 Mountaintop View 2 Yes 6/15/20 0.88 $ 950 $ 1,045 $ 200 $ 1,245
407 Mountaintop View 2 Yes 3/1/19 2.17 $ 975 $ 1,073 $ 200 $ 1,273
408 Mountaintop View 2 Yes 11/15/15 5.46 $ 975 $ 975 $ 200 $ 1,175
403 Mountaintop View 3 Yes 5/5/21 0.01 $ 1,200 $ 1,320 $ 250 $ 1,570
406 Mountaintop View 3 No 4/1/21 0.08 $ 1,200 $ 1,320 $ 250 $ 1,570
601 Oak Tree Living 1 Yes 8/15/13 7.71 $ 1,500 $ 1,500 $ 150 $ 1,650
602 Oak Tree Living 1 Yes 11/1/13 7.50 $ 1,500 $ 1,500 $ 150 $ 1,650
603 Oak Tree Living 2 No 8/15/15 5.71 $ 1,200 $ 1,200 $ 200 $ 1,400
604 Oak Tree Living 2 Yes 12/1/15 5.42 $ 1,200 $ 1,200 $ 200 $ 1,400
605 Oak Tree Living 3 No 11/30/20 0.42 $ 2,000 $ 2,200 $ 250 $ 2,450
606 Oak Tree Living 3 Yes 3/30/17 4.09 $ 2,000 $ 2,200 $ 250 $ 2,450
607 Oak Tree Living 3 No 3/30/18 3.09 $ 2,000 $ 2,200 $ 250 $ 2,450
101 Rolling Meadows 1 Yes 4/1/14 7.08 $ 950 $ 950 $ 150 $ 1,100
102 Rolling Meadows 1 Yes 3/1/18 3.17 $ 950 $ 1,045 $ 150 $ 1,195
201 Rolling Meadows 1 Yes 4/13/14 7.05 $ 875 $ 875 $ 150 $ 1,025
202 Rolling Meadows 1 Yes 4/13/14 7.05 $ 875 $ 875 $ 150 $ 1,025
103 Rolling Meadows 2 No 11/15/15 5.46 $ 1,100 $ 1,100 $ 200 $ 1,300
104 Rolling Meadows 2 Yes 10/1/15 5.58 $ 1,100 $ 1,100 $ 200 $ 1,300
107 Rolling Meadows 2 No 11/1/20 0.50 $ 1,100 $ 1,210 $ 200 $ 1,410
108 Rolling Meadows 2 Yes 8/15/17 3.71 $ 1,100 $ 1,210 $ 200 $ 1,410
203 Rolling Meadows 2 Yes 4/1/16 5.08 $ 995 $ 995 $ 200 $ 1,195
204 Rolling Meadows 2 No 4/1/11 10.08 $ 995 $ 995 $ 200 $ 1,195
207 Rolling Meadows 2 Yes 8/1/20 0.75 $ 995 $ 1,095 $ 200 $ 1,295
208 Rolling Meadows 2 Yes 8/1/20 0.75 $ 995 $ 1,095 $ 200 $ 1,295
105 Rolling Meadows 3 No 10/1/15 5.58 $ 1,500 $ 1,500 $ 250 $ 1,750
106 Rolling Meadows 3 Yes 6/15/20 0.88 $ 1,500 $ 1,650 $ 250 $ 1,900
109 Rolling Meadows 3 No 8/15/19 1.71 $ 1,500 $ 1,650 $ 250 $ 1,900
110 Rolling Meadows 3 Yes 10/4/18 2.58 $ 1,500 $ 1,650 $ 250 $ 1,900
205 Rolling Meadows 3 Yes 8/15/11 9.71 $ 1,050 $ 1,050 $ 250 $ 1,300
206 Rolling Meadows 3 No 7/1/15 5.83 $ 1,050 $ 1,050 $ 250 $ 1,300
209 Rolling Meadows 3 No 8/1/20 0.75 $ 1,050 $ 1,155 $ 250 $ 1,405
210 Rolling Meadows 3 Yes 11/4/19 1.49 $ 1,050 $ 1,155 $ 250 $ 1,405
501 Sunset Valley 1 Yes 10/1/15 5.58 $ 875 $ 875 $ 150 $ 1,025
502 Sunset Valley 1 No 8/1/18 2.75 $ 875 $ 963 $ 150 $ 1,113
503 Sunset Valley 1 No 8/1/19 1.75 $ 875 $ 963 $ 150 $ 1,113
504 Sunset Valley 1 Yes 7/2/14 6.83 $ 875 $ 875 $ 150 $ 1,025
505 Sunset Valley 2 No 7/2/14 6.83 $ 1,100 $ 1,100 $ 200 $ 1,300
506 Sunset Valley 2 Yes 10/10/11 9.56 $ 1,100 $ 1,100 $ 200 $ 1,300
507 Sunset Valley 2 No 10/10/11 9.56 $ 1,100 $ 1,100 $ 200 $ 1,300