New Perspectives Excel 365/2021 | Module 4: End of Module Project 2
Tetra Sammander Insurance
ANALYZE AND CHART FINANCIAL DATA
GETTING STARTED
1.
2.
3.
4.
5.
PROJECT STEPS
Geneva Wood is the owner of Tetra Sammander Insurance. Geneva is preparing year-
end financial data to summarize and visualize the company's position and modeling
costs of a new life insurance product that the company is considering offering. She has
created charts to illustrate some of her data and is using functions to calculate the
future value of insurance policies.
6.
O
7.
O
Save the file NP_EX365_2021_EOM4-2_FirstLastName_1.xlsx as
NP_EX365_2021_EOM4-2_FirstLastName_2.xlsx
Edit the file name by changing "1" to "2".
If you do not see the .xlsx file extension, do not type it. The file extension will be
added for you automatically.
With the file NP_EX365_2021_EOM4-2_FirstLastName_2.xlsx open, ensure
that your first and last name is displayed in cell B6 of the Documentation
worksheet.
If cell B6 does not display your name, delete the file and download a new copy.
Switch to the Revenues worksheet. In the range F6:F10, add line sparklines based on
the data in the range B6:E10 and then add markers. Apply the Green, Accent 6
sparkline color and the Green, Accent 6, Darker 25% marker color.
Apply a Gradient Fill, Green Data Bar conditional formatting rule into the range G6:G10.
Geneva wants a clustered column chart representing the total revenue for each
insurance type by year. Create a 2-D clustered column chart based on the range A5:E9.
Resize and reposition the chart so that the upper-left corner is located within cell H5 and
the lower-right corner is located within cell 024. Enter Yearly Revenues by Insurance
Type as the chart title, then bold the title, and change the font size to 16 point.
Apply a Green, Accent 6 border to the plot area of the chart and change the width of the
border to 1.5 point. Apply a Glow Shape Effect to the chart area using 5 point Green,
Accent Color 6.
In the 2024 Revenues by Insurance Type 3-D pie chart (in the range H26:043), change
the legend position to bottom. Add data labels that contain only percentages (not
values) and that use the Center position.
In the Total Revenues by Year 2021-2024 line chart (in the range A11:G28), change the
minimum bound of the vertical axis to 2500000, change the major units of the vertical
axis to 500000 change the minor units to 250000, and then add Inside tick marks for
the minor units on the vertical axis.
Apply a solid fill using the Orange, Accent 2, Lighter 80% fill color to the chart area.
Apply the Green, Accent 6, Darker 50% font color to the chart title, and change the font
to 16 point bold. Apply the Green, Accent 6 color to the data line, and change the width
to 2.25 point.
CENGAGE New Perspectives Excel 365/2021 | Module 4: End of Module Project 2
8.
9.
In the Insurance Type Contribution to Annual Revenue 2021-2024 stacked column chart
(in the range A29:G46), remove the data series labeled Trends from the chart. Apply a
Shape Fill to the chart area using the Orange, Accent 2, Lighter 80% fill color. Apply a
Solid Line border to the chart area with a White, Background 1, Darker 35% border
color.
Create a 2-D Column chart based on the range A5:E10. Move the 2-D Column chart to
the Revenue Summary worksheet, and then resize and reposition the chart so the
upper-left corner is located within cell A5 and the lower-right corner is located within cell
K22. Select Switch Row/Column to edit the chart data source. Change the chart type to
create a Custom Combination Combo chart. Represent the following data series as a
Clustered Column chart: Life, Homeowners, Auto, and Travel, and represent the Total
data series as a Line chart using the Secondary Axis. [Mac hint - Keep the main chart a
Clustered Column chart, select the Total data series, change the chart type to a Line
chart, and plot the series on the Secondary Axis.]
10. Enter Policy Type and Total Yearly Revenue as the chart title. Add axis titles to the
chart, enter Revenue by Policy Type as the left vertical axis title, and then enter
Total Revenue as the right vertical axis title. [Mac hint - Add Primary Vertical and
Secondary Vertical Axis titles.] Delete the horizontal axis title placeholder, if necessary.
11. Switch to the Payments worksheet, select the range A6:B156 and create a Histogram
chart. Resize and reposition the chart so that the upper-left corner is located within cell
D5 and the lower-right corner is located within cell N23.
12. For the horizontal axis, change the bin width to 250, add an overflow bin with a value of
1500, and change the number format to the Currency number format with decimal
places to 0. Enter Distribution of Payout Amount per Policy in 2024 as the title of
the chart, and format the chart title using bold.
Your workbook should look like the Final Figures on the following pages. Save your changes,
close the workbook, and then exit Excel. Follow the directions on the website to submit your
completed project.
CENGAGE New Perspectives Excel 365/2021 | Module 4: End of Module Project 2
Final Figure 1: Revenues Worksheet
Microsoft product screenshot reprinted with permission from Microsoft Incorporated. Copyright © 2020 Cengage Learning.
All Rights Reserved.
2
5
6
18
19
20
21
7
8 Auto
9 Travel
10 Total
11
12
13
19
14
15
16
17
31
32
33
34
35
36
37
38
39
42
43
44
Insurance Type
45
46
47
Life
$4,500,000
$4,000,000
$3,500,000
$3,000,000
$2,500,000
$4,500,000
$4,000,000
$3,500,000
$3,000,000
$2,500,000
$2,000,000
$1,500,000
$1,000,000
$500,000
$-
$
B
2021
2022
2023
2024
528,153 $ 828,672 $919,825 $ 670,553
772,046 936,491 1,475,911 1,793,231
1,690,384 1,085,226 1,658,226 1,038,049
23,831
21,185
33,642
24,189
$ 3,014,414 $ 2,871,574 $ 4,087,604 $ 3,526,022
2021
Tetra Sammander Insurance
Revenues by Product Area
2021-2024
2021
Total Revenues by Year 2021-2024
2022
2022
2023
Insurance Type Contribution to Annual Revenue 2021-2024
Revenues Revenue Summary Payments +
2023
Life Homeowners Auto Travel
Trends
2024
Total
$ 2,947,203
4,977,679
5,471,885
102,847
$13,499,614
G
2024
Final Figure 2: Revenue Summary Worksheet
H
$2,000,000
$1,800,000
$1,600,000
$1,400,000
$1,200,000
$1,000,000
$800,000
$600,000
$400,000
$200,000
$-
I
J
CENGAGE
2021
K
Yearly Revenues by Insurance Type
2022
29%
L
Life Homeowners Auto Travel
1%
M
2024 Revenues by Insurance Type
19%
51%
2023
N
Life Homeowners Auto Travel
2024
O New Perspectives Excel 365/2021 | Module 4: End of Module Project 2
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
<
Revenue by Policy Type
4
A
4
5
6 ZA10661
7 AC90797
8 XJ12955
9 YK84968
10 WW23072
11 DG41533
12 HN13664
13 QE93359
14 SU88195
15 TS61649
16 HE37809
17 IJ58657
18 IQ60494
19 LX33566
20 1040160
21 RJ28180
22 JA60855
23 NY74376
24 AK48460
B
$2,000,000
$1,800,000
$1,600,000
$1,400,000
$1,200,000
$1,000,000
$800,000
$600,000
$400,000
$200,000
$-
Policy Number
2021
Final Figure 3: Payments Worksheet
Payout
$329.38
$0.00
$0.00
$25,000.00
$0.00
$0.00
$0.00
$0.00
$430.44
$771.45
D
Tetra Sammander Insurance
Revenue Summary
2021-2024
$0.00
$0.00
$735.07
$25,000.00
$0.00
$604.52
$0.00
$0.00
Life
Revenues Revenue Summary Payments
Policy Type and Total Yearly Revenue
D
E
Tetra Sammander Insurance
Payments per Policy (weighted sample)
2024
120
100
E
80
60
40
2022
20
Homeowners
0
[$0, $250]
$783.59
Revenues Revenue Summary Payments +
F
Auto
G
2023
H
H
⠀ 4
Travel -Total
I
2024
J
CENGAGE
K
$4,500,000
$4,000,000
$3,500,000
$3,000,000
$2,500,000
$2,000,000
$1,500,000
$1,000,000
$500,000
$-
L
Distribution of Payout Amount per Policy in 2024
($250, $500] ($500, $750] ($750, $1,000] ($1,000, $1,250]) ($1,250, $1,500]
M
K
Total Revenue
> $1,500
N