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Excel Assignment

The document outlines a financial summary for an individual over several months, detailing income, expenses, and savings. It includes calculations for monthly pay, gross pay, tax, net pay, total expenses, and savings, as well as performance evaluations for each month. Additionally, it specifies tasks to be completed, such as creating tables, applying conditional formatting, and plotting a bar chart for expenses.

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mepona4686
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© © All Rights Reserved
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Download as XLSX, PDF, TXT or read online on Scribd
3 views

Excel Assignment

The document outlines a financial summary for an individual over several months, detailing income, expenses, and savings. It includes calculations for monthly pay, gross pay, tax, net pay, total expenses, and savings, as well as performance evaluations for each month. Additionally, it specifies tasks to be completed, such as creating tables, applying conditional formatting, and plotting a bar chart for expenses.

Uploaded by

mepona4686
Copyright
© © All Rights Reserved
Available Formats
Download as XLSX, PDF, TXT or read online on Scribd
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Mont

Hourly Rate Tax Income Type January February March April


17 20% Hours Worked 124 86 55 64
Monthly Pay 2108 1462 935 1088
Family Support 602 607 627 695
Gross Pay 2710 2069 1562 1783
Tax 542 413.8 312.4 356.6
Net Pay 2168 1655.2 1249.6 1426.4

Expense Type January February March April


House Rent 700 700 700 700
Hydro 337 309 277 324
Water 26 29 25 29
Food 163 153 168 162
Transport 83 81 84 84
Entertainment 34 44 50 45
Miscellanous 14 48 44 35
Sum 1357 1364 1348 1379
Average 193.8571429 194.857142857 192.571429 197

Balance January February March April


Savings 811 291.2 -98.4 47.4
Result Excellent MonExcellent Mont Very Bad Excellent Mo
Month Estimate
May June July August September October November
74 70 60 64 73 60 78
1258 1190 1020 1088 1241 1020 1326
703 640 692 611 678 636 596
1961 1830 1712 1699 1919 1656 1922
392.2 366 342.4 339.8 383.8 331.2 384.4
1568.8 1464 1369.6 1359.2 1535.2 1324.8 1537.6

May June July August September October November


700 700 700 750 750 750 750
292 294 279 292 312 278 287
26 28 32 33 32 34 32
175 196 162 181 162 171 227
81 85 83 83 82 85 80
35 31 56 26 44 51 50
25 40 10 36 5 12 30
1334 1374 1322 1401 1387 1381 1456
190.571429 196.285714 188.857143 200.142857 198.1428571429 197.28571429 208

May June July August September October November


234.8 90 47.6 -41.8 148.2 -56.2 81.6
Excellent MoExcellent MoExcellent MoVery Bad Excellent Month Very Bad Excellent Month
December
51
867
630
1497
299.4
1197.6

December
750
313
33
225
80
55
47
1503
214.7142857143

December
-305.4
Very Bad
Deadline is April 8, 2024 by 6.pm
1. For the income segment/section, determine the following for each month:
a. Monthly pay by finding the product of hours worked and the hourly rate.
b. Gross pay by finding the sum of all the incomes.
c. Tax by finding the product of gross pay and the tax rate.
d. Net pay by finding the difference between gross pay and tax.
e. Using the conditional formatting, indicate monthly pay that is lesser than $900 (use red colour).
2. For the expenses segment, determine the following for each month:
a. The sum of all the expenses.
b. The average of all the expenses.
3. For the balance segment, determine the savings by looking at the net pay versus total expenses for each m
4. Using ‘IF Logical,’ display 'Excellent Month' if the savings for each month is positive, otherwise 'Very Bad'.
5. Convert each section/segment to a table with different colours.
6. Plot a bar chart on a different worksheet for all the expenses and all months. Use the slicer/filter to indica
Make sure you provide a suitable title and fill all the axes.

ALL FORMULA MUST BE SHOWN


r than $900 (use red colour).

ersus total expenses for each month.


positive, otherwise 'Very Bad'.

s. Use the slicer/filter to indicate January, April, August, and December.

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