Excel guided project 1 3

Excel 2016 Chapter 8 Exploring Data Analysis and Business Intelligence Last Updated: 4/20/18 Page 1

USING MICROSOFT EXCEL 2016 Guided Project 8-3

Guided Project 8-3 Courtyard Medical Plaza has new worksheets for weight loss workshops. You use Solver with sample data and add

scenarios and data tables to complete a sample set. You also create PivotTables to analyze dental insurance data.

Skills Covered in This Project • Create and manage scenarios.

• Use Solver in a worksheet to find a solution.

• Build a one-variable data table.

• Build a two-variable data table.

• Create and customize a PivotTable.

• Insert a slicer in a PivotTable.

• Insert a PivotChart.

• Generate Descriptive Statistics for a set of data.

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instruction instead.

1. Open the CourtyardMedical-08 workbook and click the Enable Editing button. The file will be

renamed automatically to include your name.

2. Install Solver and the Analysis ToolPak.

a. Select the Options command [File tab].

b. Click Add-Ins in the left pane.

c. Click Go near the bottom of the window.

d. Select the Solver Add-in box.

e. Select the Analysis ToolPak box.

f. Click OK.

3. Click the Workout Plan worksheet tab and select cell E10. Five activities are included in this plan to

burn calories for weight loss. This cell includes a SUM formula.

4. Add scenarios in a worksheet.

a. Click the What-if Analysis button [Data tab, Forecast group] and select Scenario Manager.

b. Click Add.

c. Type Basic Plan as the name.

d. Click the Changing cells box, select cells D5:D9, and click OK.

e. Do not edit the Scenario Values and click OK.

f. Click Add to add another scenario.

g. Type Double as the name, keep the

Changing cells as is, and click OK.

h. Change the values to 2, 2, 4, 2, 2, doubling

each current value, in the Scenario Values

dialog box and click OK (Figure 8-96).

i. Click Close.

5. Use Solver to find a target calorie burn.

a. Click the Solver button [Data tab, Analyze

group].

b. Select cell E10, the cell with a SUM formula,

for the Set Objective box.

c. Click the Value Of radio button and type

3500 in the entry box.

d. Click the By Changing Variable Cells box and select cells D5:D7. Solver finds how many times

each activity should be performed to burn 3,500 calories subject to the constraints.

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Excel 2016 Chapter 8 Exploring Data Analysis and Business Intelligence Last Updated: 4/20/18 Page 2

USING MICROSOFT EXCEL 2016 Guided Project 8-3

6. Add constraints to a Solver problem.

a. Click Add to the right of the Subject to the Constraints box.

b. Select cell D5 for the Cell Reference box.

c. Choose >= as the operator.

d. Click the Constraint box and type 2. The constraint requires that the exercise be done at least

twice a week.

e. Click Add to add each of the five remaining constraints shown here:

D5 <=4

D6 <=3

D6 >=1

D7 <=4

D7 >=1

f. When all constraints are identified,

click OK in the Add Constraint

dialog box.

g. Choose GRG Nonlinear for the

Select a Solving Method.

h. Confirm that the Make

Unconstrained Variables Non-

Negative box is selected (Figure 8-

97).

i. Click Solve. A solution displays in

the worksheet, and the Solver

Results dialog box is open.

7. Save Solver results as a scenario.

a. Click Save Scenario in the Solver

Results dialog box.

b. Type 3500 Burn as the scenario

name.

c. Click OK to return to the Solver

Results dialog box.

d. Click the Restore Original Values

button.

e. Select Answer in the Reports list.

f. Click OK. The generated report is inserted, and the original values are restored in the

worksheet.

IMPORTANT: Be sure that you create the Answer report as the grading for the Solver Scenarios is

dependent on the information in the report. If you skip this step you will not receive any points for

instructions 6.g and 6.h.

8. Create a scenario summary report.

a. Click the What-if Analysis button [Data tab, Forecast group] and select Scenario Manager.

b. Click the Summary button.

c. Verify that the Scenario summary button is selected.

d. Click the Result cells box, select cells D5:D9, type a comma, and then select cell E10.

Excel 2016 Chapter 8 Exploring Data Analysis and Business Intelligence Last Updated: 4/20/18 Page 3

USING MICROSOFT EXCEL 2016 Guided Project 8-3

e. Click OK in the Scenario Summary

dialog box. The report is generated in

a new worksheet. Since the results cells

are named, the range names appear

in the report (Figure 8-98).

9. Create a one-variable data table to

calculate total calories if dinner calories

are adjusted.

a. Click the Calorie Journal worksheet

tab and select cell I5. The SUM formula

calculates total calories consumed

per day.

b. Select cell E15. The formula for the

data table must be one column to the

right and one row above the first input

value.

c. Type =, click cell I5, and press Enter.

d. Select cells D15:E23 as the data table range.

e. Click the What-If Analysis button [Data tab,

Forecast group] and choose Data Table.

f. Click the Column input cell box and select cell

G5. The input values will be substituted for this

cell in the data table formula.

g. Click OK (Figure 8-99).

10. Create a two-variable data table to calculate total

calories if both lunch and dinner calories are

adjusted.

a. Select cell L15. A two-variable table has one

formula, one row above column inputs and

one column left of row values.

b. Type =, click cell I5, and press Enter.

c. Select cells L15:T23.

d. Click the What-If Analysis button [Data tab,

Forecast group] and choose Data Table.

e. Select cell E5 for the Row input cell box. Lunch calories are in the row of this data table.

f. Click the

Column input

cell box and

select cell G5.

Dinner calories

are in the

column.

g. Click OK to build

the data table

(Figure 8-100).

Excel 2016 Chapter 8 Exploring Data Analysis and Business Intelligence Last Updated: 4/20/18 Page 4

USING MICROSOFT EXCEL 2016 Guided Project 8-3

11. Select cell J1 and insert a page break [Page Layout tab, Page Setup group].

12. Create a PivotTable for dental insurance data.

a. Click the Dental Insurance worksheet tab and select cells A4:E35.

b. Click the Recommended PivotTables button [Insert tab, Tables group].

c. Choose Sum of Billed by Service Code and click OK. Label fields are in the Rows area, and

numeric fields are in the Values area.

d. Name the worksheet tab PivotTable 1.

e. Point to Billed in the Choose fields to add to report area and drag the field name to the

Values area to show the field twice in the PivotTable.

13. Edit value field settings.

a. Click Sum of Billed in cell B3 and click the

Field Settings button [PivotTable Tools

Analyze, Active Field group].

b. Type Total Billed as the Custom Name.

c. Click Number Format, choose Currency, set 0

(zero) decimal places, and click OK two

times to close the dialog boxes.

d. Right-click Sum of Billed2 in cell C3 and

select Value Field Settings.

e. Type Average Billed as the Custom Name.

f. On the Summarize Values By tab, choose

Average as the function.

g. Click Number Format, choose Currency, set 0

(zero) decimal places, and close the dialog

boxes.

14. Use PivotTable tools to format the report.

a. Click any cell in the PivotTable and apply Teal, Pivot Style Medium 6.

Click any cell in the PivotTable and Pivot Style Medium 6.

b. Select the Banded Rows and Banded Columns boxes [PivotTable Tools Design tab, PivotTable

Style Options group].

c. Click the Grand Totals button [PivotTable Tools Design tab, Layout group] and choose Off for

Rows and Columns.

15. Select cell A1 and type Courtyard Medical Dental Services.

16. Type Billings by Service Code in cell A2.

17. Format both labels as 14 pt. (Figure 8-101).

18. Create a PivotChart.

a. Select a cell in the PivotTable and click the PivotChart button [PivotTable Tools Analyze, Tools

group].

b. Choose Column and Clustered Column as the subtype and click OK.

c. Drag the chart object so that its top-left corner is in cell E3.

d. Size the chart object to reach cell M24.

e. Click one of the Average Billed columns and click the Change Chart Type button [PivotChart

Tools Design tab, Type group].

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USING MICROSOFT EXCEL 2016 Guided Project 8-3

f. Click the Chart Type arrow for the

Average Billed series and choose

Line with Markers (Figure 8-102).

g. Click OK.

h. Click one of the Total Billed

columns and change its Shape

Fill [PivotChart Tools Format tab,

Shape Styles group] to Teal,

Accent 5, Darker 25%.

19. Insert a slicer.

a. Click any cell in the PivotTable

and click the Insert Slicer button

[PivotTable Tools Analyze tab,

Filter group].

b. Select the Insurance box and

click OK.

c. Position the slicer so that the top-

left corner is in cell O3. Size the

slicer to reach cell Q15.

d. Format the slicer with Aqua, Slicer

Style Dark 5.

Format the slicer with Slicer Style Dark 5.

e. Click CompDent in the slicer to filter the PivotTable and PivotChart (Figure 8-103).

f. Select cell A1.

20. Generate Descriptive Statistics for a rating category.

a. Click the Dental Insurance sheet tab.

b. Click the Data Analysis button [Data tab, Analyze group].

c. Select Descriptive Statistics and click OK.

d. Select cells E4:E35 for the Input Range box.

e. Select the Labels in First Row box.

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USING MICROSOFT EXCEL 2016 Guided Project 8-3

f. Select the Output Range button.

g. Click the Output Range box and click cell G4.

h. Select the Summary statistics box and click OK.

i. AutoFit column G (Figure 8-104).

21. Save and close the workbook.

22. Upload and save your project file.

23. Submit project for grading.

Step 3: Grade my Project

Step 2: Upload & Save