Exploring Microsoft Office Excel 2013

Exam #1 Modules 1-3

Maya’s Travel Agency

You are an agent at a local travel agency, Maya’s Travel Agency. You are required to track all of
the end-of-summer deals that you sell. Customers can purchase a package with or without
airfare. You are required to collect a down payment based on 10% of the cost of the package.
Most of your customers choose to pay for their vacations on a monthly payment plan for one
year, which you calculate based on a standard interest rate. In addition, you need to calculate
general statistics to summarize for your manager. Spot-check results to make sure you created
formulas and functions correctly.

Perform Preliminary Work

You need to open the starting workbook you created, save it with a new name and make a few
preliminary modifications.

a. Open the Exam01Mod01-03 workbook and save the workbook as

Exam01Mod01-03_LastnameFirstname.
b. Assign the name Deals to range A18:C22.
c. Insert a function to display the current date in cell B2.

Calculate Costs
You are ready to calculate the total costs. The total cost is determined based on each
customer’s package type, using the lookup table.

a. Insert a function in cell E5 to display the package cost for the first customer, based on
the Package.
b. Insert a function in cell F5 to display the Flight Cost for the first customer, based on the
Package.

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 c. Insert a function to calculate the Total Cost of the Package for the first customer in cell
G5. If the customer needs a flight, the total cost is the package cost plus the flight cost.
If a flight is not needed the total cost is simply the package cost.
d. Copy the three formulas down their respective columns.

Down Payment and Balance

You need to collect a down payment based on 10% of the Total Package Cost. You must then
determine how much each client owes.

a. Insert a function to display the amount of down payment for the first client in cell H5.
b. Insert a function to display the balance in cell I5, which is the difference between the
total package cost and the down payment.
c. Copy both those formulas down their respective columns.

Calculate the Monthly Payment

Most clients pay the remainder by making monthly payments for ONE year. Monthly payments
are thus based on 12 months and the standard interest rate provided.
a. Insert the function to calculate the first client’s monthly payment in cell J5, using
appropriate relative and absolute cell references. Monthly payments are based on a 1-
year term.
b. Copy the formula down the column.

Finalize the Workbook

You need to perform some basic statistical calculations and finalize the workbook with
formatting and page setup options.
a. Insert a function to calculate the totals on row 14 for columns E through J.
a. Insert the appropriate functions in the Summary Statistics section of the worksheet:
cells I18:I22. Format the monetary values with Accounting Number Format.
a. Format the other column headings on row 17 to match the fill color in range
F17:I17.Wrap text for the column headings.

Copyright © 2011 Pearson Education, Inc. Publishing as Prentice Hall 2

 b. Format all monetary values on rows 5 through 13 to currency with 2 decimal places.
Adjust column widths as necessary to view all data. Apply Double Accounting underline
style (found in the Numbers - Format Cells Dialog box) for the totals. Apply Single
Accounting underline style for the numbers above the totals.
c. Set .4” left and right margins, and ensure the page prints on only one page.
d. Insert a footer with your name on the left side, the date code in the center, and the file
name code on the right side.

Create and Format A Chart

You want to create a chart that will show the cost of each vacation package. You decide to
create a bar chart with package labels along the left side of the chart. You will then enhance the
appearance of the chart by applying various styles.
e. Select the package and the individual cost for each package, along with the headers.
Create a 3-D Column chart.
f. Move the chart to its own sheet, and then name the sheet Chart.
g. Switch the row and columns so each column is a different color.
h. Apply the Layout 3 chart layout to the chart.
i. Apply the Style 10 chart style to the chart.
j. Show Data labels
k. Change chart title to Cost of Vacation Package.
l. Save and close the workbook, and submit based on your instructor’s directions.

Copyright © 2011 Pearson Education, Inc. Publishing as Prentice Hall 3