MAX 502 Homework 8 Prof.

Panchal
MBA 504 Fall 2023
Problem 1: The worksheet Problem #1-Demographic Data, contains a database of housing-related
demographic information for the town of Aspen Falls. The data includes information about residents
and their families: zip code, number of people in household, household income and so on. You will help
the town planner better understand the town’s demographic composition by creating a variety of
attractive, easy-to-understand reports and graphics on the town’s residents.

a) Begin by creating a PivotTable that displays a summary of the data so that:

• Data is categorized by Zip Code, and within each Zip Code shows the total number of
people in each category by Race, organized in the following order: African-American,
Asian, White, Other.

• Remove the “Row Labels” and “Column Labels” text. Then use the Field List button
(above the Field Headers button) so that only the PivotTable remains on the page.
Adjust column widths, using Wrap Text if needed.

b) Create a clustered cylinder chart showing the racial composition of each zip code. Move the
chart so that it is immediately to the right of the PivotTable. Add a centered overlay title: Aspen
Falls: Racial Composition by Zip Code and label the x-axis Zip Code. Hide all Field Buttons.
Make a copy of the chart and paste it starting in cell A20 using Paste Special-Picture; label the
pasted chart “Chart 1b.”

c) Return to the Pivot Table, and add Housing Tenure under the ROWS, prior to Zip Code so that
the PivotChart now reflects the racial breakdown for zip code under Owner and Renter Tenure.
Un-do the Hide All buttons (in the Show/Hide group in the Analyze tab). You want to make the
chart less complicated, so use the Housing button to remove the Renter data from the
table/chart. Notice that the PivotTable now includes only the information for Owners. Move
the chart beneath “Chart 1b,” and label it “Chart 1c.”
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d) Return to the Demographic Data worksheet and insert a new PivotTable (in K3 of Problem 1 –
Pivot Tables) that organizes the data so that it is categorized by transportation option (the
Commute field), and within each form of transportation, by Zip Code.
• In the table, show the percentage of Aspen Falls residents for each transportation
option and zip code. Label the column Percent of Residents and display the table using
the Outline layout.

• To the right of the Percent of Residents column, add another field to the table: average
Household Income. Format the numbers as Currency, with no decimal places; label the
column Average HH Income. Collapse the report so that only the totals for each form of
transportation are shown. Does there appear to be any relationship between income
and transportation option used? Support your answer with information from the table.

e) Copy the table from part d to cell K14. Change the table so that the Commute field is now a
filter. Show the data only for those residents who bike to work. Now add one more field to the
table: per capita income. In this case you will need to create a calculated field based on
Household Income divided by Household Size. Call the new field Per Capita Income and display
the value as an average.
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Problem 2: Holt Department Stores, with corporate headquarters in Colorado Springs, Colorado
operates department stores in midsize towns in selected areas of the West. The organization maintains
a large database for its accounting operations; other departments often download data to complete
additional analysis. Shali Bash, analyst for the corporate sales department, regularly creates reports
based on her analysis of sales by product areas and regions. Right now, Shali is compiling and
summarizing data about the best and worst performing product group and time period for certain
regions and product groups. The data is available in the “Problem 2” worksheet.

a. Create a pivot table, summarizing sales by week. Plot the results using a line chart; remove the
field buttons, and format the chart appropriately. Add a Timeline.

b. Create a pivot table to calculate the average, minimum, and maximum sales categorized by
region and product group. Based on your pivot table, insert a combo chart, as shown below:

• Make sure to format axes, legend, and add chart and axis titles.
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c. Create a PivotTable that shows Total Sales by Region, by quarter and year. Insert a slicer so that
selected product groups can be chosen. Then, generate the following 3-D Clustered Column
Chart.

d. Create a Pivot Table that groups the products into two super product categories. Set Domestic
group to include: Gardening and Housewares. Assign the remaining product categorizes to an
Other group. Show Sales by Region for each Category in a bar chart. Insert a timeline to allow
user to display results for specific date ranges.
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Problem 3: A small independent water company in Miami, Oklahoma, M-Fresh Water Company provides
water to its commercial customers throughout the region, delivering the supply of water through
pipelines, on-demand storage tanks, and bottles. Customers of M-Fresh Water range from government
offices to nonprofit organizations to commercial retail shops and markets.

Town regulations indicate that the latter group of commercial customers is taxed on their usage,
whereas nonprofit and government offices are not. Furthermore, M-Fresh Water will, from time to time,
choose to waive a water bill based on its charitable giving policy. You are in charge of the billing system
that must take into account these business rules and ensure accurate and on-time billing, which is
completed each quarter.

As you design the spreadsheet for M-Fresh’s billing system, please take into account the following
business rules to ensure accurate and on-time quarterly billing.

a. Create an Excel Table from the data in the Problem 3 worksheet.

Name it WaterData
• Format Gal Used in the Comma Style number format with no decimal places
• Add the following columns to the table: Water Bill, Tax, and Total Bill.

b. Calculate the Water Bill based on the following: rules:

• If a customer’s bill is waived, then place 0 in the Water Bill column
• Gal Used (gallons used) must be greater than 25,000 gallons during the quarter;
otherwise the water bill is 0
• For all other account the billing rate varies based on the type of customer. The
billing rate is $3, $2, and $1.50 per thousand gallons used depending on the
customer (see Billing_Rates_Table).
• For example, a commercial customer using 75,000 gallons has a water
bill of $225 (75*$3), whereas a government customer using 100,000
gallons pays (100$1.50). A commercial customer using 15,000 gallons
has a water bill of 0.
• Use either VLOOKUP or HLOOKUP.
• Format column using Currency Format, no decimal places.

c. Calculate the Tax based on the following rule: If a customer is taxable, then the tax rate is
3.5%, otherwise, it is 0. Format column using Currency Format, no decimal places.

d. Calculate the Total Bill amount using the following formula: Water Bill + Tax. Format
column using Currency Format, no decimal places.

e. Use conditional formatting to highlight the top 15% of customers based on the Total Bill.
Filter the bills so only the top 15% are displayed. Duplicate the worksheet and re-label it
Problem 3 Results.

f. Return to the Problem 3 worksheet. Using a Pivot Table, Create a table showing the Water
Usage and Billing By Type of Customer (as shown below). Place the Pivot Table in the
Problem 3 Results worksheet. Format the table as needed.

Customer Type Number of Average Gals Total Billed

Customers Used
Commercial 37 322,437 $ 37,043.12
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Non-profit 11 87,661 $ 224.18

Government 24 774,532 $ 27,901.44
Total 72 437,267 $ 65,168.74

g. Create an identical table using Conditional IF, SUM and COUNT. Place table on the Problem
3 Results worksheet.

h. Make a copy of the Problem 3 worksheet, rename the copied worksheet Problem 3
Alternate Billing Plan. Management is considering eliminating the 25,000 gallon cutoff and
bill waivers. Use advanced filtering to copy all data for waived customers or customers
using 25,000 gallons or less .

i. Use the data you retrieved in part h to calculate the lost revenue from waived bills and
customers with water usage below 25,000. Assume for the purposes of this analysis that all
water usage will be billed. In other words, recalculate the Total Bill for each customer
assuming no bills are waived and that the 25,000 gallon cutoff no longer exists. Use the
Total Row to calculate the revenue loss due to waivers and the cut-off limit.
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Problem 4: Outdoor Equipment Incorporated (OEI) is small outdoor retail company in the Pacific
Northwest that offers its own line of high-quality award-winning gear and apparel for camping and
hiking. Worksheet Problem 4 – Sales Data provides sales data for retail stores in California, Washington,
and Oregon in 2016 and 2017.

a. Create a Pivot Table that shows the average price for each item sold by OEI, by state.
Note: There are multiple ways to set up this table.

b. Insert a Pivot Table that shows the average item price, by state by year. Insert slicers to
customize which Locations and Items are shown in the table.

Remove Grand Totals, Sub Totals, Format the Table in Outline Form, and Label Headers as
shown in the figure above.

c. Create a Pivot Table that the total number of items sold by product, by state. From this table,
create a Pivot chart as shown below. Insert a Timeline to select a specific time range to include
in the chart.

Format the Pivot Chart as shown below.

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d. You will next use the Pivot Table functionality to show the Total Sales Value by quarter, by year,
by product. Hint: You will need to Group the date data.

The Sales Value of an order equals to the Unit Price * Quantity, plus 5% sales tax.
Create a Calculated Field to add 5% sales tax to each order’s total. Call it “Total Order Value.”

Use the Pivot Table to generate the following Line Chart. Include a Slicer that allows the user to
select which items should be displayed.
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[Not Graded] Extra Problem: The following problem gives you more experience working with Excel’s
charting capabilities. Many of the enhancements you will make to the charts you create can be
accomplished either by using buttons in the Chart Design tab OR by right-clicking in the relevant area of
the chart OR by using the new chart buttons displayed on the upper right of each chart.

You work for MarketPulse Investing and have been asked to help prepare a report on the investment
portfolio of one of your clients: Rekha Nimgade. Ms. Nimgade’s portfolio aims for moderate
growth/risk. You will need to create charts that display the allocation of Ms. Nimgade’s investments as
well as visuals to show the portfolio’s performance.

Your report (placed in the Portfolio Report worksheet) should include the following information:

• Show the Allocation of Investments across the different assets using a 3-D pie chart. Appropriately
title and label your chart.

• Display the portfolio and the S&P’s allocation across the various market Sectors using a
“combination chart”. Use 2-D clustered column chart for the portfolio’s allocations, and use the
asterisk marker to show the S&P’s allocations. Title the chart Sector Percentages. Include a legend,
and clear labels.

• On the Portfolio Report worksheet, show the portfolio’s allocation across the different Regions
(North America, Latin America, United Kingdom, Europe, Africa/Middle East, Japan, Australasia, and
Asia). Use Conditional Formatting to add solid orange data bars to show the proportionate allocation
to each region. Repeat to create data bars for the portfolio’s allocation across each global Area
(Americas, Greater Europe, and Greater Asia).

• Ms. Nimgade will likely want to see a breakdown of the best and worst performance periods of her
portfolio. Use the Portfolio Value data (starting in cell K4 of the Problem – 5 Data worksheet) to
display this information. Provide a table that shows the best and worst growth periods over:
o Consecutive three-month periods
o Consecutive one-year periods, and
o Consecutive one-year periods

Your analysis should show the best performance (in percentage growth), the worst performance (in
percentage loss), the month in which the best and worst performance realized, respectively. For
example, for three-consecutive month periods, the best performance occurred in the three-month
period starting in November 2016, with a growth rate of 14.87%. The worst three-month period had
losses of 36.66%, and occurred in the three-month period starting in August of 2017.
• Using the Portfolio Value data, insert a sparkline (in cell M3 of the Problem 5 - Data) to describe the
growth of the portfolio over consecutive three-month periods. Then, from the Sparkline Design tab,
mark the high point and the low point with green and red markers, respectively. Add a horizontal
axis. Do the same to describe the growth of the portfolio over consecutive one-year periods (in cell
N3). Add high/low data markers and a horizontal axis as before. Add another sparkline (in O3) to
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describe the growth of the portfolio over consecutive three-year periods. Format the sparkline to
match the formats above.

• Insert a line chart on the Portfolio to show the Portfolio value over time. Format the axis, include a
chart title (Portfolio Value). Use a Custom number format that displays the category axis values as
four-digit year values (Hint: use “yyyy”). Insert vertical gridlines for the minor tick marks. Change
the scale of the value (Y) axis to range from $200,000 to $350,000. Add major tick marks every
$50,000. Add minor tick marks every $25,000. Insert horizontal gridlines for every minor tick mark.
• Make sure your report prints as 1 page. You do not need to print it.

Your report will likely look different from mine. Here’s mine for your reference.