Part 4

Project 4: Final Project

 

Part 4: Insurance

 

For this project you have been asked by your supervisor to use subtotals to organize some insurance data. You also must create a summary using LOOKUPs as well as a chart to present information.

 

Always remember that you are to use all your knowledge of formatting and features in Excel to create the most professional charts and data tables possible. This means you are to go beyond the instructions in the assignment to create tables that have visual appeal and are formatted in a manner that makes the information easy to read and understand.

 

Open the Insurance Sales spreadsheet. There are two worksheets: Sales and Top Sales. You can keep your spreadsheet open on the screen while you complete the following instructions.

 

 

Instructions

 

Step 1: You have been asked by your supervisor to subtotal the Sales worksheet. Add subtotals to each salesperson’s sales. Then add a grand total. Use the Subtotal Function under the Data tab.

 

Step 2: Once the subtotals are complete, collapse the outline so that only the total sales for each salesperson are showing.

 

Step 3: Open the Top Sales worksheet. Use the VLOOKUP function to bring the totals for each salesperson from the Sales worksheet to the Top Sales worksheet. You will have to show all data on the Sales worksheet to do this.

 

Step 4: On the Top Sales worksheet, create a pie chart that shows the percentage each salesperson sold. Resize the chart, if needed, so that all the percentages show. Apply formatting to the chart as necessary. Ensure that the pie chart has an appropriate title.

 

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