Excel 2013 Chapter 3 Creating and Editing Charts Last Updated: 2/4/15 Page 1
USING MICROSOFT EXCEL 2013 Independent Project 3-6
Independent Project 3-6 Courtyard Medical Plaza (CMP) is a full-service medical office complex providing customers with a variety of medical services in one location. For this project you create charts to illustrate data about the number of procedures performed at CMP as well as how patients come to the facility.
Skills Covered in This Project AutoFill month names.
Use the SUM function.
Create a column chart sheet using the Move Chart
command.
Add and edit chart elements.
Add and format a trendline in a chart.
Insert a text box shape in a chart.
Display gridlines in a chart
Use gradient fill for a chart object.
1. Open the CourtyardMedical-03 start file. If the workbook opens in Protected View, click the Enable Editing button in the Message Bar at the top of the workbook so you can modify it.
2. The file will be renamed automatically to include your name. Change the project file name if directed to do so
by your instructor, and save it.
3. On the Patient Count worksheet, select cell C5 and use the Fill Handle to complete the month names.
4. Complete the totals in N6:N10 and B10:M10 using the SUM function.
a. Select all the values and apply Comma Style with no decimal places. Hint: Click the button in the
Number group, then click Decrease Decimal button two times.
b. AutoFit columns B:N.
5. Create a clustered column chart sheet
named Immed Care for cells A5:M5 and
cells A7:M7. (Hint: use the Move Chart button.)
IMPORTANT: To ensure accurate grading, you
must complete step 5 correctly in order to
receive points for completing the next steps.
Check your work carefully.
6. Edit the chart title to display
Immediate Care Patient Count
7. Click the Chart Elements button and add a
linear trendline to the chart.
8. Format the trendline. Hint: Double click the
Trendline to open the Format Trendline task
pane.
a. In the Forecast group, set the Forward
value to 12.
b. Choose Olive Green, Accent 3 for the
line color.
c. Set the Width of the trendline to 4 pt.
IMPORTANT: Make sure that you have added
only one trendline. Check the Trendline
Option
to verify that your file, only has Trendline 1. If
you have more than one trendline, you will
not receive points for instruction 8. Check
your work carefully.
Step 1
Download start file
Move Chart dialog
Trendline Options
Excel 2013 Chapter 3 Creating and Editing Charts Last Updated: 2/4/15 Page 2
USING MICROSOFT EXCEL 2013 Independent Project 3-6
9. Insert a text box in the chart. Draw a text box between the 300 and 400 gridlines and type The number of
patients who come in for Immediate Care services will continue to grow. (Figure 3-73).
10. On the Procedures Count worksheet, select cells A5:D16 and create a clustered column chart object. Hint: Use
the Quick Analysis tool. Move the chart object to a new chart sheet named Procedures Chart. Hint: Use the
Move Chart button.
Note: To ensure accurate grading, you must complete step 10 correctly in order to receive points for
completing the next step. Check your work carefully.
11. Edit the chart title to display Number of Procedures on the first line and Three-Year Period on the second line.
12. Add Primary Major Vertical gridlines.
13. Format the plot area.
a. Apply the fill Tan, Background 2, Darker 10%.
b. Apply the Gradient shape fill. Choose Linear Down. Hint: Use the context menu.
14. Save and close the workbook (Figure 3-73).
15. Upload and save your project file.
16. Submit project for grading.
Step 2
Upload & Save
Step 3
Grade my Project
3-73 Excel 3-6 completed chart sheets
