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HR+Data+3+Instructions

This document provides instructions for completing an Excel project focused on HR data visualization through various chart types. It outlines specific tasks for creating and formatting charts, including clustered column, histogram, Pareto, stacked bar, and line charts, as well as creating PivotTables and PivotCharts. Additionally, it includes steps for adding headers, footers, and removing personal information before submission.

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8 views2 pages

HR+Data+3+Instructions

This document provides instructions for completing an Excel project focused on HR data visualization through various chart types. It outlines specific tasks for creating and formatting charts, including clustered column, histogram, Pareto, stacked bar, and line charts, as well as creating PivotTables and PivotCharts. Additionally, it includes steps for adding headers, footers, and removing personal information before submission.

Uploaded by

vwrb28qmmy
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
You are on page 1/ 2

PROJECT: HR DATA

EXCEL M ODULE 3: CHARTS updated 12/2023

B EFORE YOU B EGIN


Environment Set-up
• Print these instructions
• Open a Windows platform (required for all labs)
o For students using a PC: You are set with just your computer!
o For students using a Mac: Ensure you have Parallels, Boot Camp, or VMware
 Note: The certification exam will be in a PC environment
• Download the materials
• Open the completed HR Data 2 file

P ROJECT I NSTRUCTIONS
The following steps take place in the HR Data 2 spreadsheet from the previous lab
Your boss asked you to make a presentation on the data you calculated in the previous lab. You would like to help
visualize the data by creating charts.
Lesson Creating Charts Formatting Charts
• Clustered column • Swapping the axis
• Histogram • Data labels
• Pareto chart • Legends
• Bar chart • Alt Text
• Line chart • Chart sheets
Chart styles and layouts
Task 1: On the “Calculations” worksheet, create a clustered column chart using “Bonus” as the series and
“Department” as the categories.
Task 2: Move the chart to a new chart sheet named “Bonus Chart”.
Task 3: On the “Calculations” worksheet, create a clustered column chart using “Salary Range” as the
series and “Employee Count” as the categories.
Task 4: Swap the data on the chart over the axis.
Task 5: Create a new sheet named “Charts”. Move the Employee Count chart to the new “Charts” sheet.
Position the chart at the top left of the worksheet.
Task 6: Change the size of the chart so that the height is 3” and the width is 6”.
Task 7: Apply Style 7 chart style and Monochromatic Palette 6 color to the “Employee Count” chart.
Task 8: Convert the chart to a histogram by changing the gap width to 0%.
Task 9: On the “Calculations” worksheet, create a Pareto Chart using the “Total Sick Days” information
from the “Calculations” worksheet as the series and the “Department” information from the
“Calculations” worksheet as the categories. Move the chart to the “Charts” worksheet and place
it to the right of the “Employee Count” chart. (Hint: The department names should be along the
x-axis in the competed Pareto chart.)
Task 10: Change the title of the chart to “Total Sick Days”.
Task 11: Change the chart to Quick Layout 2 and Monochromatic Palette 11.
Task 12: Position the data labels on the chart at the “Outside End”. Display only values as data labels.
Task 13: Change the Horizontal Axis Label to read “Department”.
Task 14: Edit the Alt Text Description of the “Total Sick Days” chart to read “Total sick days by
department”.

MICROSOFT OFFICE CERTIFICATION PROGRAM | DANIELS COLLEGE OF BUSINESS | UNIVERSITY OF DENVER


2 | Project: HR Data
Task 15: On the “Calculations” worksheet, create a Stacked Bar chart using the following three series from
the “Calculations” worksheet: “Salary”, “Bonus”, and “Overtime”. Use the “Department”
information from the “Calculations” worksheet as the categories. Move the chart to the “Charts”
worksheet and place it below the “Employee Count” chart.
Task 16: Change the chart height to 3” and the width to 6”.
Task 17: Change the style of the chart to Style 7 and the colors to Colorful Palette 3.
Task 18: Remove the Chart Title and the Data Labels. Add a legend to the bottom of the chart.
Task 19: On the “Calculations” worksheet, create a line chart using the “Employees” information from the
“Calculations” worksheet for the series and the “Year” information as the categories. Move the
chart to the “Charts” worksheet and place it below the “Total Sick Days” chart.
Task 20: Remove the legend on the chart.
Task 21: Add a data table to the chart without legend keys.
Lesson PivotCharts and PivotTables
• When to use PivotCharts and PivotTables
• Creating PivotTables and PivotCharts
Task 22: Create a PivotTable from cells A1:L97 on the “Data” sheet. Place the PivotTable on a new sheet.
Name the new sheet “PivotTable”.
Task 23: Create a table that counts the number of employees in each department by placing
“Department” in the Rows category and “First Name” in the Values category.
Task 24: Add a column to the table that shows the average “Performance Score” for each department by
adding “Performance Score” to the Values category and changing the Value Field Settings.
Task 25: Insert a clustered column PivotChart.
Review Inspect Document
Task 26: Remove all personal information and hidden properties from the spreadsheet.
Lesson Header & Footer
Task 27: On the “PivotTable” worksheet, add the Current Date to the right header. Use a technique that
updates the date each time the worksheet opens.
Task 28: Insert page numbering in the center of the footer using the format Page P of N, where P is the
Page Number and N is the Number of Pages.
You finished Excel: Module 3! Save the file with your last name in the file name and submit it to Canvas. You may review
the solution video after receiving a grade on your submission. We will continue with this file in lab four.

MICROSOFT OFFICE CERTIFICATION PROGRAM | DANIELS COLLEGE OF BUSINESS | UNIVERSITY OF DENVER

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