Group Project – Part
1 Instructions
Your
pastor has learned that you are taking a course in which you are learning about
Excel. He has asked your team for assistance in developing a budget for the
church using Excel. He would like a budget that will not only list out the
basic expenses of the church, but will also allow for some advanced analysis.
Requirements:
1.
Budget(Relevant chapters – Excel 1–4, 6)
a.
Using Excel, create a budget for a church with an appealing format that
will identify the income/expenses of the church. This can be a yearly budget or
a monthly budget (or both).
b.
Include relevant categories, formulas, and appropriate formatting
choices.
c.
Include at least 1 nested function in your spreadsheet.
d.
Do not use a template. Start from a new, blank workbook.
e.
Name this spreadsheet Budget.
2.
Chart(Relevant chapters – Excel 5, 7)
a.
Develop a chart related to the budget information.
b.
Format the chart effectively so that it is easy to read and understand and
uses an appropriate chart type.
c.
Name this spreadsheet Chart.
3.
Purchase(Relevant chapters – Excel 3, 6, 8)
a.
On its own spreadsheet, consider a large purchase that the church wishes
to make (e.g. a new vehicle, a building, land, etc.).
b.
Create a plan for this purchase that incorporates the following: several
options for purchase, the PMT or other financial function, What-If Analyses
including a Data Table, and a Scenario Summary created using the Scenario
Manager that will analyze variables of your choosing.
c.
Name this spreadsheet Purchase.
4.
Members(Relevant chapters – Excel 5, 6, 8)
a.
On a new spreadsheet, create a listing of at least 50 church members and
their information. This can include basic demographic fields such as name,
address, small group membership, etc.
b.
Convert the data to an Excel table and apply appropriate sorting and
filtering. Create a PivotTable from this information that will emphasize data
of your choosing.
c.
Name this spreadsheet Members.
Things
to consider:
1.
Do the requirements need to be completed in a specific order? For
example, #4 does not rely on #1–3. However, the budget does need to be
completed before a chart is created from the budget data.
2.
Have you completed the assignments for the relevant chapters? This
knowledge will be necessary to be successful.
3.
What is the weight of each section in the grading rubric? Focus
attention on items worth more points.
4.
Are the sections equal? It will take much longer to create and format a
budget than it will to create a chart.
5.
When you are finished, check your work against the grading rubric. Have
you forgotten any graded components?
Submit
Group Project – Part 1 by 11:59 p.m. (ET) on Monday of Module/Week 5.
