Exp22_Excel_Ch04_Cumulative - Insurance Claims 1.2_Instructions.docx
Grader - Instructions Excel 2022 ProjectExp22_Excel_Ch04_Cumulative - Insurance Claims 1.2
Project Description:
You have been hired as a business analyst at SKV Insurance claims department. As part of your responsibilities, you have been asked to enhance the Excel workbook used to analyze the department’s performance. The workbook contains records of all claims resolved over the past year. You will convert the data to a table, format the table, sort and filter the table, insert calculations to evaluate key performance indicators, and then prepare the worksheet for printing.
Steps to Perform:
Step
Instructions
Points Possible
1
Start Excel. Download and open the file named
EXP22_Excel_Ch04_Cumulative_Insurance.xlsx. Grader has automatically added your last name to the beginning of the filename.
0
2
Freeze the panes so the first row containing column headings (Row 6) and first two columns (Columns A:B) on the InsuranceClaims worksheet will remain static when scrolling.
6
3
Convert the data to a table, name the table
InsuranceClaims, and then apply the Light Green, Table Style Light 21.
10
4
Remove duplicate records.
5
5
Add a new column to the table named
Duration.
9
6
Create a formula using unqualified structured references to calculate the days required to resolve the incident (Date Resolved – Date Created) and apply General Number Format.
14
7
Add a total row to display the Average days required to complete a claim.
7
8
Sort the table by insurance agent in alphabetic order, add a second level to sort by description, and then create a custom sort order as follows:
Natural Disaster,
Flood,
Fire,
Theft,
Accident. Add a third level to sort by duration smallest to largest.
7
9
Filter the table to only display closed claims as indicated in the status column.
8
10
Use Quick Analysis to apply Blue Data Bars conditional formatting to the column that contains duration. (On a Mac use Conditional Formatting.)
6
11
Create a conditional format that applies Red fill and White Background 1 font color to the incidents (column B) that required 30 or more days to resolve.
10
12
Select Landscape orientation and set appropriate margins so that the data will print on one page. Set the print scale to 70%.
6
13
Change page breaks so each agent’s information prints on its own page.
7
14
Set row 6 to repeat on each page that is printed.
5
15
Save and close
EXP22_Excel_CH04_Cumulative_Insurance.xlsx. Exit Excel.
0
Total Points
100
Created On: 10/31/2022 1 Exp22_Exce.
1. Exp22_Excel_Ch04_Cumulative - Insurance Claims
1.2_Instructions.docx
Grader - Instructions Excel 2022
ProjectExp22_Excel_Ch04_Cumulative - Insurance Claims 1.2
Project Description:
You have been hired as a business analyst at SKV Insurance
claims department. As part of your responsibilities, you have
been asked to enhance the Excel workbook used to analyze the
department’s performance. The workbook contains records of
all claims resolved over the past year. You will convert the data
to a table, format the table, sort and filter the table, insert
calculations to evaluate key performance indicators, and then
prepare the worksheet for printing.
Steps to Perform:
Step
Instructions
Points Possible
1
Start Excel. Download and open the file named
EXP22_Excel_Ch04_Cumulative_Insurance.xlsx. Grader has
automatically added your last name to the beginning of the
filename.
0
2
Freeze the panes so the first row containing column headings
(Row 6) and first two columns (Columns A:B) on the
InsuranceClaims worksheet will remain static when scrolling.
6
3
Convert the data to a table, name the table
InsuranceClaims, and then apply the Light
2. Green, Table Style Light 21.
10
4
Remove duplicate records.
5
5
Add a new column to the table named
Duration.
9
6
Create a formula using unqualified structured references to
calculate the days required to resolve the incident (Date
Resolved – Date Created) and apply General Number Format.
14
7
Add a total row to display the Average days required to
complete a claim.
7
8
Sort the table by insurance agent in alphabetic order, add a
second level to sort by description, and then create a custom
sort order as follows:
Natural Disaster,
Flood,
Fire,
Theft,
Accident. Add a third level to sort by
duration smallest to largest.
7
9
Filter the table to only display closed claims as indicated in the
status column.
8
3. 10
Use Quick Analysis to apply Blue Data Bars conditional
formatting to the column that contains duration. (On a Mac use
Conditional Formatting.)
6
11
Create a conditional format that applies Red fill and White
Background 1 font color to the incidents (column B) that
required 30 or more days to resolve.
10
12
Select Landscape orientation and set appropriate margins so that
the data will print on one page. Set the print scale to 70%.
6
13
Change page breaks so each agent’s information prints on its
own page.
7
14
Set row 6 to repeat on each page that is printed.
5
15
Save and close
EXP22_Excel_CH04_Cumulative_Insurance.xlsx. Exit Excel.
0
Total Points
100
Created On: 10/31/2022 1 Exp22_Excel_Ch04_Cumulative
- Insurance Claims 1.2
Ahmed_EXP22_Excel_Ch04_Cumulative_Insurance.xlsx
InsuranceClaimsSKV
InsuranceThreshold30daysClaim_NumberDate_CreatedLast_Na
