MS Excel: Budget Analysis

Apply your creative thinking and problem-solving skills to design and implement a solution.

NOTE:  You will need to use file from the textbook for the assignment:  

Part 1:

The workbook provided shows household income and expenses. You will create charts to help analyze your budget.

1.    Open the workbook Lab 8-3 Budget Analysis provided and save as CS155Week8LastnameFirstname. Ensure that you use your lastname and firstname.

2.    In the budget analysis file change; wages, food, phone, and clothing data for each month. (Leaving these items the same will result in a deduction)

3.    Create a chart using the expenses from the budget. 

4.    Create a second chart using the cash flow data from the budget. 

5.    The following areas will be part of grading criteria:

·         Changes to data asked for in Part 1

·         Ensure the charts created display months and appropriate items from column A

·         Create a chart from expenses data

·         Move expense data chart to own sheet

·         Rename new sheet with expense chart to descriptive title

·         Create chart title for expense data chart

·         Create a chart from cash flow data

·         Move cash flow chart to own sheet

·         Rename new sheet with cash flow chart to descriptive titles

·         Create chart title for cash flow chart

·         Save the file as CS155Week8LastnameFirstname. Ensure that you use your lastname and firstname

·         Add a footer in left section of sheet named Budget with your name and GIDnumber

NOTE:  Charts not required to be pivot charts

Part 2:

In Part 1 you made choices about which type(s) of chart(s) to use to present budget data. What was the rationale behind those selections? How did the data in the Household Expenses pose a special challenge? How might you address that challenge?

·         Answer Part 2 questions in comments or submission text area when submitting

Save file after completing and submit work by attaching file to week 8 assignment submission area.