GETTING STARTED

 Save the file SC_WD365_2021_8a_FirstLastName_1.docx as
SC_WD365_2021_8a_FirstLastName_2.docx
 Edit the file name by changing “1” to “2”.
 If you do not see the .docx file extension, do not type it. The file extension will
be added for you automatically.
 To complete this Project, you will also need the following files:
 Support_WD365_2021_8a_DK.docx
 Support_WD365_2021_8a_Resolution.xlsx
 Support_WD365_2021_8a_Trust.xlsx
 With the file SC_WD365_2021_8a_FirstLastName_2.docx open, ensure that
your first and last name is displayed in the footer.
 If the footer does not display your name, delete the file and download a new
copy.

PROJECT STEPS

1. You are a financial analyst at Argos Financial, a full-service bank and insurance
   institution. You and a colleague are collaborating on a memo to your manager
   that summarizes the data collected in a recent series of customer surveys. You
   have already received revisions from your colleague.
   Incorporate changes from your manager as follows:
   a. Combine the revisions from the document
   Support_WD365_2021_8a_DK.docx.
   b. Show the changes in the original document.
   c. Turn off Track Changes when you are finished.
2. Resolve the tracked changes in the document as follows:
   a. Accept the first tracked change from Deanna Kahn, which inserts the
   company name and removes the placeholder text.
   b. Accept the next tracked change, which is from Julie Batista and changes
   “e-surveys” to “surveys” to remove a redundancy.
   c. Reject the next tracked change, which inserts “via email”, because it is
   repetitious.
   d. Accept the remaining changes in the document because they improve or
   correct the writing.
3. In the doughnut chart, use Account Types as the chart title.

4. Embed data from an Excel workbook as follows to include a table Julie created:
   a. Open the workbook Support_WD365_2021_8a_Trust.xlsx.
   b. Copy the data in cells A2:C10.
   c. Use Paste Special to embed the worksheet data as a Microsoft Excel
   Worksheet Object in the blank paragraph in the “Drivers of Trust”
   section.
   d. Close Support_WD365_2021_8a_Trust.xlsx.
5. Insert a chart as follows to comply with the request Deanna Kahn inserted below
   the “Customer Problems” table:
   a. Select the text “[Insert a chart showing the table data]” below the
   “Customer Problems” table, and then insert a Clustered Column chart.
   b. Copy the “Customer Problems” table and then paste it in the chart
   spreadsheet window. (Hint: If prompted, click OK to continue.)
   c. Remove the Percent Changed data series from the chart, and then close
   the chart spreadsheet window.
   d. Delete the “Chart Title” placeholder object, since the placement of the
   chart makes the title unnecessary.
6. Format the chart as follows to improve its appearance:
   a. Apply Style 6 to the chart to display wider data columns.
   b. Change the colors to Monochromatic Palette 1 to coordinate with the
   rest of the document.
   c. Add a Gray, Accent 5 border to clearly separate the chart from the table.
7. Link a chart from an Excel workbook as follows to compare customer responses
   about problem resolution:
   a. Open the workbook Support_WD365_2021_8a_Resolution.xlsx.
   b. Copy the “Problem Resolution” pie chart, and then paste it as a link using
   the destination theme in the blank paragraph at the end of the document.
   c. Close Support_WD365_2021_8a_Resolution.xlsx.
8. Change the chart type of the “Problem Resolution” chart to a Doughnut chart,
   which is a type of pie chart, to match the “Account Types” chart.