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# Exploring - Excel Chapter 4: Assessment Project 1 Credit Card Expenses

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Author: matthew stock
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Credit Card Expenses

Project Description:
You started recording every credit card transaction so that you can analyze your monthly expenses. You used an Excel worksheet to track dates, places, categories, and amounts. Because you are a consultant who travels periodically, you also have business expenses. You included a column to indicate the business-related transactions. Now you need to convert the data to a table, sort and filter the data to analyze it, and apply conditional formatting to apply a visual effect for further analysis.

Instructions:
For the purpose of grading the project you are required to perform the following tasks:
Step

Instructions

Points Possible

1

0

2

In the Dining Out worksheet, convert the data to a table. Apply Table Style Light 14.

10

3

Remove duplicate rows in the Dining Out worksheet.

5

4

Sort the table by Description in alphabetical order, then by Store in alphabetical order, and then by Amount from the smallest to the largest.

10

5

Filter the records using the check box filters to show personal (i.e., non-business) lunch and dinner expenses.

10

6

Display the Total Row. In cell D48, select the function to total the Amount values. In cell E48, do not show a total.

10

7

In the June Expenses worksheet, apply the conditional formatting style that displays a Green Data Bar Gradient Fill in the range D2:D47.

5

8

Create a conditional formatting rule with these specifications to the range A2:C47: • Formula to determine which cells to format • Formula:  =(AND(argument1,argument2)) where argument1 compares \$D2 to see if it is greater than or equal to 100 and argument 2 compares \$E2 to see if the text is"Yes". • Light Green (Standard) fill color • Green border color • Outline preset border style

10

9

Create a conditional formatting rule with these specifications to the range A2:C47: • Formula to determine which cells to format • Formula:  =(AND(argument1,argument2)) where argument1 compares \$D2 to see if it is less than 100 and argument 2 compares \$E2 to see if the text is "Yes". • Orange (Standard) fill color • Green border color • Outline preset border style

10

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