Stuarts Bank

ANALYZE AND CHART FINANCIAL DATA

GETTING STARTED

Open the file Data Visualization.xlsx, available for download from blackboard.

Save the file as U7 Data Visualization AS2.

PROJECT STEPS

1. Kayla Rowe is an investment banker at Stuarts Bank in New York City. She is working

with a software company called Caretaker Mobile Apps, which is developing an app that

detects and manages smart devices in a customer's home. To help Caretaker Mobile

Apps secure funding for its new product, Kayla is using an Excel workbook to analyze

their expenses and funding options and to create charts that illustrate the analysis.

2.

3.

4.

Switch to the Current Expenses worksheet. In the range E5:E9, add Conditional

Formatting to compare the Quarter 4 expenses using Gradient Fill Blue Data Bars.

In the range F5:F10, add Line sparklines based on the data in the range B5:E10 to

compare each category of expense and total expenses from Quarter 1 to Quarter 4.

Apply the Red, Accent 6 (10th column, 1st row in the Theme Colors palette) sparkline

color to the sparklines to contrast with the data in the worksheet.

Kayla created a pie chart comparing how each type of expense relates to the total

expenses in Quarter 1. Modify the pie chart in the range G4:022 as follows to make it

more meaningful:/n5.

6.

a.

b.

C.

Enter Quarter 1 Expenses as the chart title.

Change the data labels to include the Category Name, and position the labels in

the Inside End location to clarify what each piece represents.

a.

b.

Remove the Legend from the chart because it now repeats information in the data

labels.

Kayla also wants to compare how each type of expense relates to the total expenses in

Quarter 4. Create a chart as follows to compare the expenses:

Create a 2-D Pie chart based on data in the nonadjacent ranges A5:A9 and E5:E9.

Resize and reposition the chart so that the upper-left corner is located within cell

G23 and the lower-right corner is located within cell 039, then left-align the chart

with the pie chart above it in the range G4:022.

Customize the new pie chart in the range G23:039 as follows to clarify its purpose and

match the format of the other pie chart:

a. Enter Quarter 4 Expenses as the chart title.

b. Apply Style 11 to the chart./n7.

8.

9.

10.

Kayla also wants to compare the five types of expenses in each quarter. Create a chart

as follows to provide this information:

Create a Stacked Bar chart based on the data in the range A4:E9.

Resize and reposition the chart so that the upper-left corner is located within cell

A11 and the lower-right corner is located within cell F28.

a.

b.

Customize the stacked bar chart in the range A11:F28 as follows to make it easier to

interpret:

a.

b.

C.

Kayla wants the Projected Expenses 2022 2025 combo chart to appear on a different

worksheet. Move the chart as follows:

a.

b.

Move the combo chart in the range A35:F62 to the Projected Expenses worksheet.

Resize and reposition the chart so that the upper-left corner is located within cell

A12 and the lower-right corner is located within cell J35.

Customize the combo chart as follows to clarify its data:

Apply the Monochromatic Palette 3 color scheme to the chart.

Add a secondary axis for the Total series. [Mac Hint: Select the Total series and

use the format pane to add the axis.]

Enter Expenses per Quarter as the chart title.

Change the Maximum value to $1,400,000 on the horizontal axis.

Apply a shape fill of Indigo, Text 2, Lighter 80% (4th column, 2nd row in the

Theme Colors palette) to the chart area to contrast with the other charts in the

worksheet.

a.

b./n10.

b.

Customize the combo chart as follows to clarify its data:

Apply the Monochromatic Palette 3 color scheme to the chart.

Add a secondary axis for the Total series. [Mac Hint: Select the Total series and

use the format pane to add the axis.]

a.

b.

C.

Resize and reposition the chart so that the upper-left corner is located within cell

A12 and the lower-right corner is located within cell J35.

11. Kayla wants to compare three options for Caretaker Mobile Apps to borrow $725,000 to

fund the development of their new product. Switch to the Funding worksheet. She has

already entered formulas in the range B11:D12 to calculate the quarterly and annual

payments for each option.

Add Vertical Axis Titles to the chart, using Expenses per Category as the Left

Vertical Axis Title and Total Expenses as the Right Vertical Axis Title. Finally,

delete the horizontal axis title placeholder because that axis clearly represents

years.

In the range E11:E12, add Column sparklines using the data in the range B11:D12.

Ungroup the sparklines, and then change the vertical axis maximum value to -16000

for cell E11 and to -60000 for cell E12.

a.

12. Kayla wants a clustered column chart comparing the costs of the funding options.

Create a Clustered Column chart based on the values in the range A11:D12.

Resize and reposition the chart so that the upper-left corner is located within cell

A13 and the lower-right corner is located within cell D30.

b./n13. Customize the chart in the range A13:D30 as follows:

a.

b.

C.

Enter Funding Options Comparison as the chart title.

Add a Data Table With Legend Keys to the chart.

Apply a 11 point border to the chart area, and then change the border color to

Blue, Accent 4 (8th column, 1st row of the Theme Colors palette).

Your workbook should look like the Final Figures on the following pages. Save your changes,

close the workbook, and then exit Excel. Upload to blackbaord for grading.