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4.6 Scored Assessment

Charting Data

Download Data File: SC4 Data

An effective way to communicate findings in Excel is by graphing data. Graph the attached sales information, visualizing profit margin trends, and production patterns, and the sales pipeline; enabling decision-makers to grasp concepts of current business practices.

Task 1 Revenue & Profit Margin

Following the directions below create the charts shown. Note to match each chart exactly, including the chart styles, and axis bounds.

  1. Open the file named SC4 Data and then Save As SC4 Sales.
  2. From the Revenue & Profit Margin sheet, create the below Combination Chart.
  3. Move the chart to a new sheet. Name the sheet Combo.
  4. Save your work.
Solution Screenshot
Figure 4.36 Combination Chart

 

Task 2 Quartly Production Data

Create the Pie Chart below showing how many locations will be producing products in the North, South, East and West Regions.

  1. From the Products sheet create the below chart.
  2. Move the chart to a new sheet. Name the sheet Doughnut.
  3. Save your work.

 

Screenshot of the Doughnut Chart
Figure 4.37 Doughnut Chart

 

Task 3 Sales Pipeline

Create the below Funnel Chart to provide our sales team a visual snapshot of the company’s sales process, outlining deals that are expected to close within the month.

  1. From the Sales sheet, create the below Funnel Chart.
  2. Note to leave the chart embedded in the sheet.  Resize, and move the chart accordingly.

 

Screenshot of the Funnel Chart
Figure 4.38 Funnel Chart

Finalize the Workbook

  1. Reorder the worksheets in this order: Combo, Doughnut, Sales, Revenue & Profit Margin, Products.
  2. Adjust scaling so all sheets print on one page.
  3. Check the spelling on all the worksheets and make any necessary changes.
  4. Save your work and submit SC4 Sales as directed by your instructor.

 

License

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Introduction to Excel for Business Data Copyright © by Julie Romey; Sherie Guess; and Gwyn J. Booth is licensed under a Creative Commons Attribution 4.0 International License, except where otherwise noted.

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