excel problem solving assignment 1

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For this assignment, you will create an Excel spreadsheet detailing your annual budget.

Getting Started

  • Open your textbook (or e-Book) to Excel Module 1.
  • Open a blank Excel spreadsheet.

    • Content

  • Using Excel Module 1 from your textbook as a model, create a spreadsheet that details your monthly budget.
  • Use an appropriate Title.
  • The budget should include Income and Expenses for each of the 12 months of the year.

    • o COMMON STUDENT QUESTION: What if I’m just a college student and don’t have a job or expenses?

     Do you eat? Then you pay for the food somehow and you get that money from somewhere.

     Do you drive? Then you pay for gas somehow and you get gas money from somewhere.

     Are you a student at UNA? Then you pay for tuition and books somehow and that money comes from somewhere (Parents? Scholarships? Grants? Student Loans?).

    o EVERYONE has income and EVERYONE has expenses. Think hard and put together a budget that makes sense.

  • Your budget should include calculations for total monthly income and total monthly expenses.
  • Your budget should include a calculation for Net, which is a calculation of what you have left over each month after paying expenses.
  • Your budget should include a yearly total for each type of income and each type of expense.
  • Your budget should include the percentage that each expense category makes up out of your total expenses (HINT: an absolute reference is needed for this formula).

    • Formatting

  • Do not use the same colors shown in the textbook, but use all of the different types of formatting tools shown in the chapter to format your spreadsheet appropriately.

    • o Format the title so that it stands out as a title.

    o Format the numbers with appropriate number formats.

    o Format the column and row headings appropriately.

  • Make sure the entire spreadsheet is formatted to fit on one page (so that if it were printed you would be able to see all of the data printed on one page.

    • Chart

  • Select the data range that contains your expense percentages and the row headers that identify those percentages (HINT: you will be selecting non-adjacent ranges for this).
  • Create a 3-D Pie Chart from that data.
  • Keep the chart in the same sheet, but move it so that it does not cover up your data.
  • Give the chart an appropriate Chart Title.
  • Use chart tools to format the chart appropriately.

    • Integration

  • Open the PowerPoint presentation that you previously created for the PowerPoint Problem-Solving assignment.
  • Add a new slide to appear right before the Summary slide.

    • o Name the new slide My Expenses.

    o Copy the chart from Excel and paste it into the My Expenses slide in PowerPoint.

  • Save your changes to the PowerPoint file and close it.
  • Save your changes to the Excel file and close it.

    • Submit both your completed Excel spreadsheet and your revised PowerPoint presentation to the appropriate assignment link in Canvas.

     
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