
Note: you might not do all of these in one file in the real world.
Open the Assignment Data file linked below. Press the Enable Editing button, if necessary.
Module 05 Assignment Data Click for more options
Follow the directions on each sheet (there are six). Remember to save often.
pt2 Click for more options Module 05 Course Project – Travel Data Calculations and Pivot Table:
To continue our travel project theme, we will first complete our data and then create a Pivot Table to provide
us with the travelers that have a balance due greater than or equal to $2000.
Open the Module 05 Data file linked below and follow these steps (click the Enable Editing button, if
necessary):
Module 05 Data File Click for more options
Add your name and your travel destination.
Merge/center your titles.
Add first and last names for all travelers.
Create formulas for the Total and Amount Due columns. (The information is given on the sheet).
Create a pivot table for the information. Use the travelers, totals, and amount due fields.
Filter the pivot table to show only those travelers with a balance of $2000 or more. HINT: you should have
four (4) travelers after you filter.
Save the Excel document using the naming convention given at the end of this assignment.
Submit your completed
pt3 Module 06 Travel Project – Integrating the Pivot Table into a Memo
Using the Interoffice Memo template in Microsoft Word, create a memo to your employer, which provides
information about travelers who have a balance due greater than or equal to $2000. In doing so, be sure to
address the following requirements:
Open a new Microsoft Word document. In the search box, run a search for the Interoffice Memo
(Professional Design) template.
Update the Company Name to: International Travel Company
Update the values in the To, CC, From, and Date fields.
Update the Re: field to: Statistics from Recent Balance Due Inquiry
The title of your template should be: Travelers with >= $2000 Balance Due (Note: there is NO Title
placeholder. Put the title under the Re: line)
In the body of the memo, include a short explanation of the details that you are providing to your employer.
Integrate the PivotTable that you created in Module 05 into the Memo as a Microsoft Excel object. (Do not
create a link).
HINT: when you double click the pivot table, you should get a mini copy of Excel.
Save the Word document using the correct naming convention.
pt4 Module 06 Travel Project – Thank You Note to Your Boss
As part of a wrap-up to the travel destination project, it’s always a good business practice to formally thank
your employer for appointing you to pursue such an opportunity. As such, it’s time to thank your boss in
writing for allowing you to participate in this engaging project.
Select any Microsoft Word memo template that you like.
Update the Company Name to International Travel Company.
Update the values in the To, CC, From, and Date fields. (Your faculty member can be your boss for this
assignment)
In paragraph 1, thank your boss for selecting you for the Travel Project.
In paragraph 2, explain some of the things that you learned that will help you in other projects. Be sure to
mention at least three things and how you think they will be helpful.