New Perspectives Excel 365/2021 | Modules 1-4: SAM Critical Thinking Capstone Project 1c

Tallridge Regional Medical Center

FORMATTING, FORMULAS, AND CHARTS

GETTING STARTED
 Save the file NP_EX365_2021_CT_CS1-4c_FirstLastName_1.xlsx as
NP_EX365_2021_CT_CS1-4c_FirstLastName_2.xlsx

o Edit the file name by changing “1” to “2”.

o If you do not see the .xlsx file extension, do not type it. The file
extension will be added for you automatically.

 With the file NP_EX365_2021_CT_CS1-4c_FirstLastName_2.xlsx open,

ensure that your first and last name is displayed in cell B6 of the
Documentation worksheet.

o If cell B6 does not display your name, delete the file and download a new
copy.

PROJECT STEPS
1. Carmelo Miraglia is an executive consultant at Tallridge Regional Medical
Center. Carmelo is building a workbook that summarizes income and expenses
for the organization.
Change the theme of the workbook to Office.

2. Switch to the Departments worksheet, which contains a header and several

tables that need to be completed and formatted. Columns C through H could
use a bit more room. Change the width of columns C through H to 12.00
characters.

3. Change the height of the first row to 21 points.

4. Merge and center the contents of the second row to match the merged range in
the first row.

5. Format the newly merged range using the 40% - Accent 5 cell style, Bold
formatting, and a 14 point font size.

6. The first few headings of the Staff table need to be entered. Enter the data
shown in Table 1 in the appropriate cells.

Table 1: Data for the Range A5:E5

A B C D E
5 Abbreviatio Departme M R Suppo
n nt D N rt

7. Format the headings in the Staff table as follows:

New Perspectives Excel 365/2021 | Modules 1-4: SAM Critical Thinking Capstone Project 1c

a. Center the headers and change the font size to 11 piont.

b. Change the background color to one shade darker than the subtitle in the
second row, and then wrap the text.

8. From the CCU abbreviation to the end of the table (including the total row), add
a White, Background 1 border to all sides of each cell. Be sure to include the
total row.

9. Add a thin top border to the total row (including the abbreviation column) using
the Automatic color.

10. Format the last three columns of the staff table data (not including the total
row).

a. Display the turnover percentage data as a percentage with no decimal

places.

b. Use a conditional formatting rule to highlight departments with a turnover

rate greater than 24 percent using the default formatting.

11. Use a conditional formatting rule to add solid orange data bars to the data for
the 2024 budget. Don't include the total row.

12. Finish by adding conditional formatting rules to the change from 2023 data that
highlights the top and bottom 10% of values. Show the top 10% of values as
green fill with dark green text and the bottom 10% of values as light red fill
with dark red text.

13. The Department summary table should look up the department abbreviation
and return all of the data listed. It needs to be filled out.
To begin, next to the cell listed "Department", use a function to search the staff
table data (not including the row of headings and the total row) and return the
department name based on the abbreviation above. The formula will be copied,
so make sure it always references the abbreviation.

14. Copy the formula down to complete the Department summary table, and edit
the copied formulas to return the values from the headings listed in the left-
hand column.

15. In the appropriate cell below the staff table, use a function to display the
current date without displaying the time.

16. The averages will not be needed, so delete column O.

17. The date for the next update isn't certain, so hide row 18.

18. Switch to the Budget worksheet, which contains the department budgets from
2021 to 2025. There's already a pie chart showing 2021 budget information,
and Carmelo wants another one to compare.
Create a 2-D pie chart based on the data in the Department and 2025 columns.
Move the chart so that it covers the range H4:O22. Use the third chart style,
and use 2025 Budget by Department as the chart title.

19. The pie chart for 2021 now needs to be changed. Format this chart the same
way as the 2025 chart.
New Perspectives Excel 365/2021 | Modules 1-4: SAM Critical Thinking Capstone Project 1c

20. The Departmental Budget Comparison 2021-2025 combo chart needs to be

updated as well.

a. Change the minimum bounds of the right vertical axis to 40,000,000,

and then add axis titles to the chart.

b. Use Department Budgets as the left vertical title, use Total Budget as
the right vertical title, and remove the horizontal axis title.

c. Apply a shape fill to the chart using the Blue, Accent 5, Lighter 80% fill
color.

21. The Hiring worksheet won't be needed, so delete it from the workbook.

Your workbook should look like the Final Figures on the following pages. Save your
changes, close the workbook, and then exit Excel. Follow the directions on the website
to submit your completed project.
New Perspectives Excel 365/2021 | Modules 1-4: SAM Critical Thinking Capstone Project 1c

Final Figure 1: Departments Worksheet

Microsoft product screenshot reprinted with permission from Microsoft Incorporated. Copyright © 2020
Cengage Learning. All Rights Reserved.

Final Figure 2: Budget Worksheet