Integration Data Sheet

Using the Data Sheet.xlsx Part 1 Create a manager summary report that includes head count and salary by manager. Insert a pivot table on a new worksheet. Choose “Manager”, “Job Title”, and “Full Name” as row labels. Limit the Manager Row labels to the 3 managers only (exclude the CEO and CEO direct reports as well as any blank data). Choose “Full Name” and “Salary” as sum values, and change the Sum of Salary to Average of Salary. Format the Salary listing to be currency, rounded to whole dollars. There should be a Summary line for each manager showing total head count and average salary. Name the new worksheet “Heads and Salary By Manager.” Part 2 Create a pie chart depicting the head count by job title. Insert a pivot chart on a new worksheet. Change the chart type to “Pie.” Choose “Job Title” as the Category (exclude the CEO job description as a category). Choose “Job Title” as sum values, and show the head count as a data label on each slice. Add a chart title called “Head Count by Job Description.” Name the new worksheet “Heads By Job Description Pie.” Part 3 Create a professional memo to the CEO in Microsoft Word, making sure you cover the following: Manager summary pivot table Head count pie chart Brief summary of the organization and of the report Note that this entire task was described in detail in the Demonstration/Video portion of the exercise Integration Exercise Part 2 The CEO has decided to plan for a salary action affecting a number of individuals in the organization. He has decided to give a $2,000 cost-of-living pay increase to all hourly employees and a $4,000 increase to all software analysts with salaries less than $55,000. However, he wants to do this in 2 years. He wants you to give him two options (you do not have to recommend an option). Option 1: How much would he have to invest today in a single lump sum at a 6% annual interest rate compounded quarterly to have sufficient funds to execute his plan? Option 2: How much would he have to invest in equal monthly payments at a 3% annual interest rate compounded monthly to have sufficient funds to execute his plan? Part 1: Start from the Excel Spreadsheet you created in Part 1 for this assignment. Because the CEO wants to increase salaries for all hourly employees and software analysts, there needs to be a count of the employees in each category. 1. Set up a criteria range to identify all hourly employees. Use the criteria in the Advanced Filter feature to extract all hourly employees. 2. Set up a second criteria range in the columns next to the first to identify the software analysts with salaries less than $55,000. Use the criteria in the Advanced Filter feature to extract all hourly employees. 3. In any cell beneath each criteria range, use the DCOUNT function to calculate the number of hourly employees using the first criteria range, and then again to calculate the number of software analysts with salaries less than $55,000. 4. Multiply the count of hourly employees by 2,000, and the count of software analysts with salaries less than $55,000 by 4,000. The sum of these two numbers will be the total funding needed to execute the CEOs plan. Part 2: Use the funding you calculated in Part 1 and appropriate compound interest formulas from business algebra to calculate the investment amounts for options 1 and 2. Show your calculations in any empty area on the worksheet created in Part 1. Hints: Excel Functions: PV Returns the present value of a future amount PMT Calculates the payment necessary to accumulate a future amount Compound Interest Formulas: A = P(1 + i)n FV = PMT (1 + i)^n 1 i Part 3: Add an attachment showing your calculations and at least 1 paragraph to the memo from Part 1 summarizing what you did and showing the bottom line of the two investment options. Note that this task is also covered in a demonstration/video in the course.