 |
|
| Class
Sessions 4 -
Excel Assignment 1-4 |
| MS Office 2007 |
| A
Quick Overview on Using Microsoft Excel |
When
you open Excel,
a blank "Spreadsheet" usually opens, ready for you to use
with the cursor placed in cell A1 in the upper left corner. At the
bottom left, you will notice Sheet 1, Sheet 2 and Sheet 3 tabs. These
3 tabs comprise a Excel "Workbook". Let's
look at some of the things
you may want to do to set the way it opens
and
the
tools
you have to use. (Note: What's Different? from
Word)
- Office
Button: Save, Open, Print, close
- Home
Tab: Clipboard,
Font, Alignment, Numbering, Styles
Cells , Editing
- Insert Tab: Tables,
Illustrations, Charts, Links Text
- Page
Layout Tab: Themes, page Setup, Cell Heigth & Width scale,
Gridlines and Headings
- Formulas
Tab: Foluma Library, Function Auditing, Calculation
- Data
Tab:
Sort and Filter
- Review
Tab: proofing and Comments
- View
Tab: Views,
Show/Hide, Zoom, Freeze
What's New? Size | Size 2 |
| Excel Assignment: Exercises
1-4 |
The
first eight exercises should be submitted via the assignment tool in Blackboard as
Excel 1-4 and Excel 5-8. Each file will consist of four exercises.
Exercise
9 is a 3rd file due separately as: Excel 9;
it will be attached to a message on the discussion board. Your work
may not look exactly like
the samples shown. The objective is to fulfill the spirit of the exercise.
General
protocols - watch the video Cheryl Furbee has kindly shared.
Excel IntroMS07
Excel
IntrMS03:
- Create
interactive spreadsheets that use cell referencing, formulas, and/or
functions where possible rather than calculating the answers by hand
and entering the data.
- Enter
your name in cell A1 using the AutoCorrect function on ALL pages
of your workbook. Put Business 5 in cell A2 the same way.
- Use the
sheet tabs at the bottom of the worksheet to label the exercises;
i.e Ex 1, Ex 2. To do this, double click on Sheet1, type in Ex 1,
- You will
be creating multiple worksheets in the same workbook. Follow
the instructions and submit your files as stated.
- While
not required for the first exercises, it is suggested that you use
graphics, fills, colors, etc. to make your worksheets more attractive,
if you want.
- Do not
have empty columns. If you need more than one column width to accommodate
the cell contents, widen the column. If you see ##### in a cell,
widen the column so the numbers can be seen. Make your columns look
good, many times this means to make them of equal width, learn how
to do this. Also, change the height and alignment of the rows, where
appropriate.
- Unless
stated otherwise, use Page Setup to allow the spreadsheet to be printed
on ONE page. This may require you to change the orientation,
change the margins, make some columns narrower, click on the "Fit
to" box, change the font size, etc.
- Center
all headings across all the columns being used (merge cells). Change
the font size, style, color, etc. to make the heading look like a
heading, unless told to do otherwise.
The
following arithmetic symbols and order of precedence are
used by Excel and will be used in these instructions. The Order of
Precedence means that Excel
will perform the action within parentheses first. Use parentheses to
change the order of operations when necessary. For example:
your formula
is =2+4*10.
- If you want
to add the 2 + 4 first and multiply the sum by 10, you would have to
enter =(2+4)*10 to get 60;
- otherwise
the program multiplies 4*10 and adds 2 which equals 42.
|
Math
Symbols and Order of Precedence
|
|
(
) Parentheses
|
|
^
Exponentiation
|
|
*
Multiplication and / Division
|
|
+
Addition and - Subtraction
|
|
| Exercise 1 |
Exercise
1 Watch the video Excel 1
This
exercise uses the SUM, ROUND, and AVERAGE functions using
relative cell referencing.
Data
- Exercise 1
|
Weekly Payroll
|
Name |
Reg
Hours
|
OT
Hours
|
Pay
Rate
|
Reg
Pay
|
OT
Pay
|
Deductions
|
Net
Pay
|
Sullivan , Michaela
|
40.0
|
6.0
|
15.50
|
|
|
|
|
| Tartaglino, Larry |
37.0
|
|
12.50
|
|
|
|
|
| Westfall, Richard |
40.0
|
4.0
|
14.00
|
|
|
|
|
| Erny, Cathy |
40.0
|
|
14.00
|
|
|
|
|
| Furbee, Cheryl |
40.0
|
5.5
|
15.00
|
|
|
|
|
| Hassan, Mo |
35.0
|
|
12.00
|
|
|
|
|
| Batazatto, Emil |
40.0
|
10.0
|
13.50
|
|
|
|
|
| Booth, Michael |
40.0
|
|
14.50
|
|
|
|
|
| Kaupp, Ray |
25.0
|
|
13.25
|
|
|
|
|
| Alderson, Linda |
40.0
|
3.5
|
11.75
|
|
|
|
|
| Minch, Jack |
40.0
|
|
13.75
|
|
|
|
|
| Wright, Jon |
35.5
|
|
11.50
|
|
|
|
|
| Hinton, John |
40.0
|
3.0
|
10.00
|
|
|
|
|
| Fujita, Aileen |
40.0
|
|
12.00
|
|
|
|
|
| Amborsini, David |
37.5
|
|
13.00
|
|
|
|
|
Totals
|
|
|
|
|
|
|
|
Average Pay Rate: |
Total Pay: |
Instructions
- Exercise 1 My Sample
Enter your name in cell A1 using the AutoCorrect function on ALL pages
of your workbook. Put Business 5 in cell A2 the same way.
- Enter the
data as shown on the example for Exercise 1 and create the following
formulas in the appropriate cells:
- Regular
Pay = Regular Hours * Pay Rate.
- Overtime
Pay = Overtime Hours * Pay Rate * 1.5
- Deductions
= Regular Pay + Overtime Pay * .1; do you need parentheses?
- Net
Pay = Regular Pay + Overtime Pay - Deductions
- Since
we have a two-decimal monetary system, we should round
all the above numbers to two decimals so they will add correctly.
This
is different from formatting to two decimals. Formatting
changes the appearance, the round function changes the cell content;
it actually truncates all decimals after the desired
number.
To use the round function, click your insertion point
after the = sign in the formula bar, type in round( then go to
the end
of your formula [End] key and enter ,2). Your formula
will look like this - =round(cell *cell,2). Might
need double parentheses. Round each of the above formulas. You should be
able to enter the four
formulas in the
first row and copy them down to the rest of the employees. The
fastest
way to copy is to highlight the four formula cells across
the row and drag the small box in the lower right-hand corner
of
the range. This copies all the formulas to the remaining
14 employees; you only have to type in 4 formulas and drag one
range box. Voila!!
- Calculate
totals (using the Formula tab > AutoSUM
function icon) of
the following columns:
-
Use
the SUM function to add the total Regular Hours
-
Copy
this by dragging the small rectangle to the right to copy the SUM function
from Reg Hours across to Net Pay. Delete the SUM function
in the Pay Rate column. Again, one entry copied to all the columns.
- Calculate
the Average Pay Rate using the AVERAGE function. (using
the SUM function icon, drop down arrow)
- Calculate
the Total Pay = Total Regular Pay + Total Overtime Pay
- Format:
Home Tab > Number, Alignment,
Font Groups
- Use
one decimal position for the regular hours and overtime hours
columns.
- Use
a comma style with two decimals positions for all other values.
- Center
the heading Weekly Payroll across all the columns. Bold and
enlarge the font of the heading. Change the font color to one
of your choice.
- Center
the column headings except Name. Make the column headings Bold and
use a hard wrap to display the headings on two lines, as shown
(with cursor in front of the H in Hours, hold
down the Alt key and press Enter).
- Align
the column headings Name and Deductions on the bottom of the
cell (Format, Cells, Alignment, Vertical, Bottom).
- Make
sure the columns are wide enough to accommodate the cell contents.
- Use
borders to enter a thick line under the column headings and above
Totals.
- Use
borders to double underline the totals.
- Save the
spreadsheet.
- Change
the label of the tab that defaults as Sheet1 to Ex 1.
- Print Preview
and examine the page count to make sure the document will print on
one page. If the page count exceeds one page, change to Landscape orientation.
- Change
the spreadsheet to display formulas (Ctrl ~).
- Change
back to regular display.
- Save the
spreadsheet.
|
| Exercise
2 |
Exercise
2 Watch
the video Excel
2
Open your
file from Exercise 1, if necessary. Label Sheet2 as Ex 2. This exercise
uses the SUM function and has both relative and absolute cell
referencing.
Data
- Exercise 2
|
Hourly Pay Analysis
|
Name |
Current
Hourly
Pay Rate
|
Current
Weekly
Pay
|
Proposed
Hourly
Pay Rate
|
Proposed
Weekly
Pay
|
Sullivan , Michaela
|
15.50
|
|
|
|
| Tartaglino, Larry |
12.50
|
|
|
|
| Westfall, Richard |
14.00
|
|
|
|
| Erny, Cathy |
14.00
|
|
|
|
| Furbee, Cheryl |
15.00
|
|
|
|
| Hassan, Mo |
12.00
|
|
|
|
| Batazatto, Emil |
13.50
|
|
|
|
| Booth, Michael |
14.50
|
|
|
|
| Kaupp, Ray |
13.25
|
|
|
|
| Alderson, Linda |
11.75
|
|
|
|
| Minch, Jack |
13.75
|
|
|
|
| Wright, Jon |
11.50
|
|
|
|
| Hinton, John |
10.00
|
|
|
|
| Fujita, Aileen |
12.00
|
|
|
|
| Amborsini, David |
13.00
|
|
|
|
Percent of Increase:
Hours Per Week:
|
|
5%
40
|
|
|
Total Current Pay:
Total Proposed Pay:
|
|
|
|
|
Weekly Increase:
Annual Increase:
|
|
|
|
|
Instructions
- Exercise 2 My Sample
Enter your name in cell A1 using the AutoCorrect function on ALL pages
of your workbook. Put Business 5 in cell A2 the same way.
- Notice
the same names and pay rates are used for Exercises 1 and 2. Link
the names and pay rates on Ex 2 to Ex 1. To do this, let's assume Name is
in A4 on Ex 1. Have the active cell in Ex 2 be A4 (or the cell where
you want Name to be). Type in the = sign in A4 on Ex
2, click on the Ex 1 tab, select A4 (or cell containing Name)
and press [Enter]. You are now back on Ex 2 and the cell contains ='Ex
1'!A4. (Note: You do not have to be in A4 to link to A4).
Return to Ex 1, change Nina to Nick. Notice the change is also made
on Ex 2. Press Undo so Nina is restored.
- Calculations:
- Current
Weekly Pay = Current Hourly Pay Rate * Hours Per Week (Make
this an absolute reference because all employees
use
this
amount
for their hours per week: $C$24; make the C24 cell entry red or
put a border around it so you can recognize it as a variable
you might want to change later and seehow the calculations
recalculate.)
- Proposed
Hourly Pay Rate = Current Hourly Pay Rate * Percent of Increase
+ Current Hourly Pay Rate OR Current Hourly Pay Rate * (1 +
Percent of Increase). Make the Percent of Increase an absolute
cell reference for the same reason Hours Per Week is an absolute
cell reference. Use the F4 key
- Proposed
Weekly Pay = Hours Per Week * Proposed Hourly Pay Rate
- Round
the above formulas to 2 decimals as well as formatting to 2
decimals
- Total
Current Pay = Sum of the Current Weekly Pay column
- Total
Proposed Pay = Sum of the Proposed Weekly Pay column
- Weekly
Increase = Total Proposed Weekly Pay - Total Current Weekly
Pay
- Annual
Increase = Amount of Weekly Increase * 52
- Format:
- Use
a comma style with two decimal places for all dollar values.
- Use
0 decimal positions for the hour value.
- Use
the percent style with 0 decimal positions for the percent
of increase value.
- Center
the Table Name and Column Headings except Name which is vertically
aligned at the bottom of the cell.
- Center
all column contents, except the names. Notice the default alignment
for text and numbers.
- Enter
a thick border below the Column Headings and after the last
employee name.
- Use
colors, in bold for the percent increase and hours per week
- Be
sure you have columns wide enough to accommodate the cell contents
- do not have empty columns. Home
tab > in Cells Group choose Format
- After
completing the exercise, change the percent of increase to 10% (.1).
Every value in the entire proposed hourly pay rate and the proposed
weekly pay column should change. Then change the hours to 30 and
every value in the current weekly pay and the proposed weekly pay
column should change. If this does not happen, you have done the
exercise wrong; you have not used absolute cell referencing. Make
these changes to check if you have done the exercise correctly before
you submit the file. Change back to 5% (.05) and 40 hours before
submitting.
- Save
the spreadsheet again, now both Exercise 1 and Exercise 2 are on
one workbook.
|
| Exercise
3 |
Exercise
3 Watch the video Excel 3 & 4
Open your
file from Exercises 1 & 2, if necessary. Label Sheet3 as Ex 3.
This exercise uses both relative and absolute cell referencing and
the ROUNDUP function.
My Sample
Data
- Exercise 3
|
Your Name
|
|
Break-Even Analysis
|
Fixed Costs |
30,000
|
|
|
| Variable Cost Per Unt |
15
|
|
|
| Price Per Unit |
50
|
|
|
Break-Even Point: |
|
QUANTITY
|
TOTAL
COST
|
TOTAL
REVENUE
|
PROFIT/LOSS
PER UNIT
|
|
500
600
700
800
900
1000
1100
1200
1300
1400
1500
1600
1700
1800
1900
|
|
|
|
Instructions
- Exercise 3
- Use AutoFill
to enter the quantities
Establish the pattern in 2 consecutive
cells, highlight both and drag
- Make the
columns all the same width
- Calculations:
- Total
Cost = Fixed Costs + Variable Cost Per Unit * Quantity. Do you
have to use ( ) for Order of Preference?
- Revenue
= Price * Quantity
- Profit/Loss
Per Unit = Total Revenue - Total Cost / Quantity. Do you need
( )? Where?
- Break-Even
= Fixed Cost/(Price - Variable Cost Per Unit). Do you understand
the need of the ( )?
- If
done correctly your break even point will contain some decimals.
However, we cannot produce a fraction of a unit so to truly break-even
we must round up to the nearest whole number of units. Therefore,
use the ROUNDUP function - =ROUNDUP(formula in calculation #4,0).
The 0 is to have only whole units and no decimals. Watch your
( ).
- Format
any negative numbers to show in red with ( ) rather than a minus
sign.
- Set it
up to print the gridlines. Page Layout
tab > Page
Setup Group options > Sheet Tab > check "Print
Gridlines" box
- Do a Print
Preview and make any changes necessary so the entire spreadsheet fits
on one page.
- Center
the data horizontally on the page. Page
Layout tab > Page Setup Group options > Margins Tab > check Center on Page: Horizontally
- Save the
workbook - you now have three exercises on one workbook.
|
| Exercise
4 |
Exercise
4
This exercise
uses the AVERAGE, MIN, MAX, COUNT, and COUNTA functions and has only
relative cell referencing.
Data-
Exercise 4
|
Grade Distribution
|
NAME |
EXAM 1
|
EXAM 2
|
EXAM 3
|
EXAM 4
|
HIGH
GRADE
|
LOW
GRADE
|
AVERAGE
GRADE
|
Name, My
|
95
|
98
|
97
|
100
|
|
|
|
| Sullivan, Michaela |
93
|
75
|
90
|
80
|
|
|
|
| Hassan, Mo |
55
|
92
|
94
|
92
|
|
|
|
| Fujita, Aileen |
79
|
85
|
81
|
87
|
|
|
|
| Ambrosini, David |
70
|
90
|
85
|
82
|
|
|
|
| Batazatto, Emil |
77
|
87
|
67
|
95
|
|
|
|
| Alderson, Linda |
73
|
88
|
77
|
89
|
|
|
|
| Furbee, Cheryl |
88
|
76
|
84
|
73
|
|
|
|
| Erny, Cathy |
76
|
73
|
81
|
89
|
|
|
|
| Tartaglino, Larry |
85
|
65
|
85
|
75
|
|
|
|
| Wright, Jon |
55
|
80
|
85
|
87
|
|
|
|
| Minch, Jack |
80
|
67
|
78
|
78
|
|
|
|
| Westfall, Richard |
65
|
78
|
76
|
83
|
|
|
|
| Kaupp, Ray |
66
|
76
|
67
|
78
|
|
|
|
| Hinton, John |
62
|
65
|
78
|
76
|
|
|
|
| Booth, Michael |
82
|
67
|
68
|
73
|
|
|
|
AVERAGE GRADE |
|
|
|
|
|
|
|
| HIGH GRADE |
|
|
|
|
|
|
|
| LOW GRADE |
|
|
|
|
|
|
|
| AVG OF ALL TESTS: |
|
|
|
|
|
|
|
| NUMBER OF TESTS: |
|
|
|
|
|
|
|
| NUMBER OF STUDENTS: |
|
|
|
|
|
|
|
Instructions
- Exercise 4 My Sample
- Using the
same workbook, insert a fourth worksheet. Change the tab to Ex 4. Arrange
the tabs in numberical order, if necessary. Link the names to Ex 1.
- Make the
data columns the same width. Home
tab > in Cells Group choose Format >
Column Width
- Fill in
the appropriate functions (MIN, MAX, AVERAGE, COUNT, and COUNTA) (using
the SUM function icon, drop down arrow) for
the rows and columns as needed. Notice the difference between Count
and CountA. The Average Grade, High Grade, and Low Grade should be
fore EACH exam. The Avg of all Tests and Number of Tests should be
for ALL 60 tests. Use Help (F1 key and
search for Statistical Functions then scroll to find "List of
worksheet functions (by category)")
- Format
with 0 decimals for the entire worksheet.
Use the "Decrease Decimal icon in the
toolbar and the Format Painter
- Make the
following changes:
First look at and review Formulas Tab > Calculation
Options on far right
- Ambrosini
- delete the score for test number 4
- Booth
- change the score for test number 2 from 67 to 0
- Alderson
- delete the scores for tests 3 and 4
- Insert
your name between the names of Batazatto and Booth with the following
test scores: 95-98-97-100
- Sort
the spreadsheet based on the name column in ascending order
High Light the spreadsheet data
> Data Tab > and in the Sort & Filter group choose > Ascending
by
Column
A
- Sort
the spreadsheet based on the average of the four tests in descending
order
High
Light the spreadsheet data > Data Tab > and in the Sort & Filter
group choose > Descending
by Column
H
- Add appropriate
borders. Add colors and fills.
- Center
horizontally on the page. Remember Page Setup?
- Save the
workbook
- Submit
the workbook via Blackboard.
Note: You will have all four exercises on ONE file. This ONE workbook
contains 4 worksheets.
|
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| version 2 |
| Copyright © 2007-present
David Ambrosini |