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Module 1 Assignment: Worksheet Mechanics & Dynamic Charting

Due: Sunday, September 6, 2026 at 11:59 PM MT — 100 Points

Starter Dataset Download

Download the raw workbook before starting your analysis:

📥 Download starter_data.xlsx

Assignment Overview

This assignment reinforces core spreadsheet mechanics from Module 1 and aligns with Coursera Module 1 (Excel Fundamentals). You will structure a multi-month operating budget for Blue Lake Properties and build a proportional visual breakdown of Q1 revenue.

Step-by-Step Instructions

Part 1: Expense Aggregation & Formulas (40 pts)

  1. Open starter_data.xlsx in desktop Microsoft 365 Excel.
  2. In row 10 (Total Expenses), compute the monthly column totals for January, February, and March using the SUM function.
  3. In column E (Q1 Total), compute row totals for each expense category using SUM.
  4. In column F (Monthly Avg), calculate the three-month average per category using AVERAGE.
  5. In rows 11–13, compute the overall Average, Minimum (MIN), and Maximum (MAX) across the monthly data ranges (B4:D9).

Part 2: Proportional Revenue Analysis & Charting (40 pts)

  1. In cell B22 and C22, calculate the total units sold and total revenue across all property categories using SUM.
  2. In column D (% of Total Revenue), write a formula computing each property type's revenue share: =C18/$C$22. Format as Percentage (1 decimal place).
  3. Insert a 3-D Pie Chart or Doughnut Chart displaying Property Type vs. % of Total Revenue.
  4. Apply a distinct chart title (e.g., "Q1 Revenue Distribution by Property Type"), enable Data Callouts (showing percentages), and apply the Style 3 theme gallery layout.

Part 3: Professional Formatting & Page Layout (20 pts)

  1. Apply the Currency format ($#,##0.00) to all revenue/expense numbers.
  2. Apply a Total Cell Style (single top border, double bottom border) to row 10 and row 22.
  3. Set the print orientation to Landscape, configured to Fit All Columns on One Page.

Submission Criteria

Save your completed file as LastName_FirstName_ISMG2050_HW01.xlsx and submit via the Canvas assignment drop box by the deadline.

AI Collaboration Disclosure

If you consulted AI (e.g., ChatGPT, Claude, Gemini) to deconstruct function syntax or debug formula errors, include an inline note in cell A25:

AI Disclosure: Used [Tool Name] to [debug / explain formula / brainstorm formatting].