Exp22_Excel_Ch04_Cumulative – Insurance Claims 1.1
You have been hired as a business analyst at SKV Insurance claims department. As part of your responsibilities, you have been asked to enhance the Excel workbook used to analyze the departmentâ€™s performance. The workbook contains records of all claims resolved over the past year. You will convert the data to a table, format the table, sort and filter the table, insert calculations to evaluate key performance indicators, and then prepare the worksheet for printing.
Start Excel. Download and open Â Â the file namedÂ EXP22_Excel_Ch04_Cumulative_Insurance.xlsx. Â Â Grader has automatically added your last name to the beginning of the Â Â filename.
Freeze the panes so the first Â Â row containing column headings (Row 6) and first two columns (Columns A:B) on Â Â the InsuranceClaims worksheet will remain static when scrolling.
Convert the data to a table, Â Â name the tableÂ InsuranceClaims, and then apply the Light Green, Table Style Light Â Â 21.
Add a new column to the table Â Â namedÂ Duration.
Create a formula using Â Â unqualified structured references to calculate the days required to resolve Â Â the incident (Date Resolved â€“ Date Created) and apply General Number Format.
Add a total row to display the Â Â Average days required to complete a claim.
Sort the table by insurance Â Â agent in alphabetic order, add a second level to sort by description, and Â Â then create a custom sort order as follows:Â Natural Disaster,Â Flood,Â Fire,Â Theft,Â Accident. Add a third level to sort by duration smallest to largest.
Filter the table to only display Â Â closed claims as indicated in the status column.
Use Quick Analysis to apply Blue Â Â Data Bars conditional formatting to the column that contains duration. (On a Â Â Mac use Conditional Formatting.)
Create a conditional format that Â Â applies Red fill and White Background 1 font color to the incidents (column Â Â B) that required 30 or more days to resolve.
Select Landscape orientation and Â Â set appropriate margins so that the data will print on one page. Set the Â Â print scale to 70%.
Change page breaks so each Â Â agentâ€™s information prints on its own page.
Set row 6 to repeat on each page Â Â that is printed.
Save and closeÂ EXP22_Excel_CH04_Cumulative_Insurance.xlsx. Â Â Exit Excel.
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