# Exp19_Excel_Ch05_CapAssessment_Travel



Project Description:

You are the manager of an information technology (IT) team. Your employees go to training workshops and national conferences to keep up-to-date in the field. You created a list of expenses by category for each employee for the last six months. Now you want to subtotal the data to review total costs by employee and then create a PivotTable to look at the data from different perspectives.


Start   Excel. Download and open the file named Exp19_Excel_Ch05_CapAssessment_Travel.xlsx. Grader has automatically added   your last name to the beginning of the filename.


Before using the Subtotal   command, you must first sort the data.
On the Subtotals worksheet, sort the data by Employee and further sort by   Category, both in alphabetical order.


You want to subtotal the data to   calculate expenses by employee.
Use the Subtotals feature to insert subtotal rows by Employee to calculate   the total expense by employee.


Now you want to hide the details   for two employees and focus on details for the remaining employees.
Collapse the Davidson and Miller sections to show only their totals. Leave   the other employees’ individual rows displayed.


For more detailed analysis, you   are ready to create a PivotTable.
Use the Expenses worksheet to create a blank PivotTable on a new worksheet   named Summary. Name the PivotTable Categories.


You want to include the Category   and Expense fields in the PivotTable.
Use the Category and Expense fields, enabling Excel to determine where the   fields go in the PivotTable.


You want to display average   expenses instead of totals.
Modify the Values field to determine the average expense by category. Change   the custom name to Average Expense.


Format the Values field with   Accounting number type.


You want to display a meaningful   label and select a different layout.
Type Category in cell A3 and change the Grand   Totals layout option to On for Rows Only.


Apply Light Blue, Pivot Style   Dark 2 and display banded rows.