BUSI 201 Group Project Part 1
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.
- Budget (Relevant chapters – Excel 1–4, 6)
- 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).
- Include relevant categories, formulas, and appropriate formatting choices.
- Include at least 1 nested function in your spreadsheet.
- Do not use a template. Start from a new, blank workbook.
- Name this spreadsheet Budget.
- Chart (Relevant chapters – Excel 5, 7)
- Develop a chart related to the budget information.
- Format the chart effectively so that it is easy to read and understand and uses an appropriate chart type.
- Name this spreadsheet Chart.
- Purchase (Relevant chapters – Excel 3, 6, 8)
- On its own spreadsheet, consider a large purchase that the church wishes to make (e.g. a new vehicle, a building, land, etc.).
- 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.
- Name this spreadsheet Purchase.
- Members (Relevant chapters – Excel 5, 6, 8)
- 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.
- 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.
- Name this spreadsheet Members.
Things to consider:
- 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.
- Have you completed the assignments for the relevant chapters? This knowledge will be necessary to be successful.
- What is the weight of each section in the grading rubric? Focus attention on items worth more points.
- Are the sections equal? It will take much longer to create and format a budget than it will to create a chart.
- When you are finished, check your work against the grading rubric. Have you forgotten any graded components?