New Perspectives Word 2019 | Module 7: End of Module Project 2 Montville Department of Community Services
INTEGRATING FINANCIAL DATA
· Excel Projects Help

GETTING STARTED
1. Open the file NP_WD19_EOM7-2_FirstLastName_1.docx, available for download from the SAM website.
2. Save the file as NP_WD19_EOM7-2_FirstLastName_2.docx by changing the “1” to a “2”.
a. If you do not see the .docx file extension in the Save As dialog box, do not type it. The program will add the file extension for you automatically.
3. To complete this SAM Project, you will also need to download and save the following data files from the SAM website onto your computer:
Support_WD19_EOM7-2_Projections.xlsx
Support_WD19_EOM7-2_Spending.xlsx
4. With the file NP_WD19_EOM7-2_FirstLastName_2.docx still open, ensure that your first and last name is displayed in the footer.
a. If the footer does not display your name, delete the file and download a new copy from the SAM website.
PROJECT STEPS
1. As the assistant to the director of the Department of Community Services in Montville, North Carolina, you are preparing a report to the City Council on the department's current and projected spending on community services. On page 3, insert a horizontal line in the blank paragraph before the "Overview of Spending on Community Services" heading to separate the two main sections of the report. Keep the default width, but change the color to Red, Accent 5 to coordinate with the other colors in the report.
2. Open the Excel workbook Support_WD19_EOM7-2_Spending.xlsx, and then copy the data in the range A4:E10 so that you can include the spending data in the report. On page 3 of the Word document, select the "[Insert spreadsheet]" placeholder text, and then paste the data as a link while keeping source formatting.
3. The spending amount for Recreation programs in 2020 is incorrect. In the Excel workbook Support_WD19_EOM7-2_Spending.xlsx, use $210,167.32 as the amount in cell D8. In the Word document, update the linked data, and then break the link to the Excel workbook since you no longer need a connection to it.
4. In the Excel workbook Support_WD19_EOM7-2_Spending.xlsx, copy the column chart in the range A11:E39 so that you can include the chart in the report. In the Word document, select the "[Insert column chart]" placeholder text, and then use a Paste option to embed the chart while using the source formatting, which matches the formatting of the Word document. Close the Support_WD19_EOM7-2_Spending.xlsx workbook.
5. In the Word document, resize the column chart to a height of 4.2" so that it fits on page 3 after the text that introduces it. Add Spending 2018 to 2021 as the chart title to identify the purpose of the chart. Add a legend at the bottom of the chart to indicate the meaning of each color in the columns. Include gridlines in the chart to make it easier to interpret the amounts.
6. On page 4, add data labels to the Inside End of the pie chart and display percentages instead of values to include the percentages on each slice. Display the legend at the bottom of the pie chart to match the placement of the legend in the column chart.
7. Open the Excel workbook Support_WD19_EOM7-2_Projections.xlsx, and then copy the bar chart in the range A12:E28 so that you can include the chart in the report. In the Word document, select the "[Insert bar chart]" placeholder text on page 4, and then use a Paste option to embed the chart while using the destination formatting to use the styles in the rest of the report. Close the Support_WD19_EOM7-2_Projections.xlsx workbook.
8. Change the style of the bar chart to Style 10 to match the style used with the column chart. Change the colors to Monochromatic Palette 5 to use a more conservative color for the bars. Remove the axis titles to reduce clutter in the chart.
9. The spending projection for After-school programs in 2022 needs to be updated. Edit the data in the bar chart to use $185,605.80 as the correct amount in cell C5.
Your document should look like the Final Figure on the following pages. Save your changes, close the document, and then exit Word. Follow the directions on the SAM website to submit your completed project.
Final Figure
© Jack Aiello/Shutterstock.com; © People Image Studio/Shutterstock.com
