Goals: You will work with formulas and functions, create graphs, enhance the presentation of a spreadsheet, and link a spreadsheet to a Word document. Additionally, you will learn the basic principles of spreadsheet design.
Spreadsheet Basics
Text (Labels) - Words or numbers which will not be used for calculation (i.e. Social Security numbers, zip codes, telephone numbers, etc.). A label which references a number, like the year 1992, or a cell location, may be preceded by a single quote ( ' ), a double quote ( " ), or a carat ( ^). The single quote left justifies the label. The double quote right justifies the label. The carat centers the label.
Numbers (Values) - Numbers must start with a numeral, no more than one decimal point, a + or - sign, a $ sign, or enclosed within parentheses. Numbers may end with a % sign (this tells Excel to divide the number by 100). Numbers may also be entered using scientific notation.
Formulas - Three key rules for formulas are:
0 1 2 3 4 5 6 7 8 9 + -. ( @ # $ =
This is done so that Excel will recognize that the cell contains a formula rather than a label. Formulas can contain special built-in formulas or mathematical operations, like for Tangent or Net Present Value, which are called functions. Functions always begin with the = sign which is followed by the name of the function. Conditions or parameters may follow within a set of parentheses. For example the average function might be written like this: =AVERAGE(B7:G7). Special functions are available for mathematics, strings (words or text), logical operations (true/false conditions), and even the date and time. There are over 250 functions in Excel.
Visit the Excel Help Page for an Internet-based tutorial. Some interesting examples are provided in the Business Solutions section.
Microsoft has several tutorials available: Beginning, Gathering the Data, Formatting, Working with Numbers, Formulas, and Functions, Using Proofing Tools, Using Charts, and Putting it All Together.
Some more advanced Excel tutorial information may be found at the Excel Skills Guide.
The Pet Store Spreadsheet Assignment
You are running a pet store. You want to design a spreadsheet that will allow you to get a total value of your inventory. Here is the basic design:
A B C D
1 Type Number Price Total
2 =A2*C2
Directions
Copying a formula
Select Paste.
Formatting Using the $
Click on the $ on the Standard Tool Bar.
Designing and Developing a Spreadsheet
The Gross Pay Spreadsheet
Design a spreadsheet that will calculate the gross pay for Jack, Jill, Becky, and Tom. They are paid time and a half for working over 40 hours. Jack works 40 at $23/hour. Jill works 44 hours at $18/hour. Becky works 32 hours at $8.50/hour. Tom works 50 hours at $14.44/hour. Format the rate and the total to show $ and two decimal places. Format the hours to show a tenth of an hour. (Hint: your formula should read: Regular Hours*Rate + Overtime hours*Rate*1.5.)
John Bearsford Tipton Spreadsheet
Many of us have thought about having a million dollars. Now it is your time to plan. Design a spreadsheet in which will determine how much money you will have to invest each year for the next twenty years to become a millionaire. You must be able to determine the interest/dividend rate for each year and the amount of money that you deposit for each year.
Use the Data Fill command to enter the years.
Enter a formula to calculate the ending amount.
The first year's starting amount will be zero.
The second year's starting amount will be the first year's ending amount.
Wrap the text in B1, C1, and E1.
A B C D E
1 Year Starting
Amount
Rate
Ending
Amount Deposited
Amount
2 1998 0 =B2+(B2*D2)+C2+(C2*D2)
3 1999 =E2
Concentrate on -
Properly formatted - text, numbers, decimals, and column width, etc.
Copying formulas.
Optional:
Complete the following scenarios -
Using the Data Fill Command for Numbers
Wrapping Text in a Cell
Price Forecasting Spreadsheet
You run a computer manufacturing company. You are trying to forecast the retail price of your basic computer system for the next four years.
Construct a spreadsheet that computes the system price for projected price changes. Your research suggests that the price of electronic parts will decrease, while labor, facilities, and advertising will increase.
Set up your spreadsheet as shown. Enter and copy the formulas using absolute references, and then the numbers. Finally, format your spreadsheet.
A |
B |
C |
D |
E |
F |
| 1 ITEM | Change | 1998 | 1999 |
2000 |
2001 |
| 2 Monitor | -3% | 100 | |||
| 3 Sys.Unit | -7% | 195 | |||
| 4 Keyboard | -5% | 45 | |||
| 5 Labor | 30% | 50 | |||
| 6 Facilities | 10% | 30 | |||
| 7 Advertising | 50% | 25 | |||
| 8 Projected Price |
Inserting a Row
Center Across Columns
Bowling Spreadsheet
A B C D E F G HDirections:
=SUM(range)
=COUNT(range)
=AVERAGE(range)
=MAX(range)
(Note: you will get an error message after you enter the AVERAGE function because division by zero is not defined.)
Don 190 188 210
Tim 162 200 205
Matt 145 186 181
Sue 222 209 230
June 157 171 177
Dave 167 183 250
Judy 135 183 154
Steve 159 176 182
Budget Spreadsheet
A B C D E F
1 Debit Code Account 1 Account 2 Account 3
Account 4
2
3 500.00 3
4 125.50 4
5 22.01 4
6 38.88 2
7 954.19 1
8 104.00 3
9 424.50 4
10 84.47 1
11 96.88 3
12 840.51 2
13 22.17 1
14 TOTAL
Directions
1. Enter all text.
2. Use Borders and Shading to create an interesting heading.
3. Enter all formulas in row 3. Copy them.
=SUM(C3..C13) =SUM(range)
=IF(B3=1,A3,0) =IF(STATMENT A IS TRUE, DO THIS, IF IT IS NOT TRUE, DO THIS)
5. Enter the numbers.
6. Format the spreadsheet.
7. Set the column width.
8. Display 2 decimal places for all dollar amounts.
9. Display 0 decimal places for the CODE number.
10. Justify the text as necessary.
11. Put borders where they are needed to separate the different sections of the spreadsheet.
12. Extra - Design the spreadsheet so you can tell how much is left in each account. The starting balances are:
Account 1 $1000.00
Account 2 $ 600.00
Account 3 $3000.00
Account 4 $ 700.00
Sales Commissions
You want to design a spreadsheet that will calculate the commission for your sales representatives. There are three different commission rates. Sales under $5000 receive a 3.5% rate. Sales over $8000 receive a 4.5% rate. Sales over $8000 receive a 6.5% rate.
Use the following data:
Johnson sold $5000. Jones sold $3500, Brown sold $6000, and Smith sold $9500 this month. Use the LOOKUP function to calculate their commission.
A
B
C
D
1 Sales Commissions
2 NAME
Amount Sold
Commission Rate
Amount
3 Johnson
5000.00
=VLOOKUP(B3,A$15:B$18,2)
=(B3*C3)
4
5
6
7
*
*
15 0.00
3.5%
16 5000.00 4.5%
17 8000.00 6.5%
Directions:
Function:
=VLOOKUP(amount sold, range of the amount sold in the lookup table, number of cells offset to return the commission rate)
NOTE: The $ before the row number in the function keeps the reference to the lookup table constant.
International Sales Comparisons
| A | B | C | D | E |
| 1 Comparative International Sales | ||||
| 2 (By City and Month) | ||||
| 3 | ||||
| 4 1998 | ||||
| 5 | Jan. | Feb. | Mar. | Total |
| 6 New York | 10 | 50 | 22 | 82 |
| 7 Montreal | 20 | 80 | 10 | 90 |
| 8 Paris | 30 | 20 | 40 | 90 |
| 9 Moscow | 40 | 15 | 60 | 115 |
| 10 Seattle | 100 | 30 | 15 | 145 |
| 11 Lima | 60 | 110 | 99 | 269 |
| 12 Bonn | 20 | 33 | 122 | 175 |
| 17 | ||||
| 18 TOTALS | 280 | 338 | 348 |
Directions:
1. Create the spreadsheet above. Copy the formulas. Format.
2. Get the menu.
3. Select the area to graph.
4. Click on the Graph Wizard tool.
5. Mark the area on your spreadsheet where you want to place the graph.
6. Follow the Wizard's directions.
Graph the following:
1. Graph for all cities for one month.
2. Graph one city for all months.
3. Graph all of the cities for all months.
4. Graph the monthly totals.
5. Graph the monthly totals as percentages.
Label your graphs. Experiment with the different types of graphs. What type of graph would you use to:
Compare monthly sales of one city to another.
Show a trend of sales over time.
Show daily stock prices.
Show percentages of a whole.
Copy the chart to a Word document.
Hotel Customers
As a manager of a hotel, you want to develop a graphical profile of your hotel's customers for a year. First, you must enter the data into a spreadsheet.
| Month | General | Business | Convention |
| Jan. | 225 | 309 | 88 |
| Feb. | 747 | 303 | 471 |
| Mar. | 578 | 521 | 211 |
| Apr. | 370 | 222 | 287 |
| May | 519 | 546 | 837 |
| Jun. | 382 | 815 | 354 |
| Jul. | 684 | 228 | 524 |
| Aug. | 520 | 537 | 85 |
| Sep. | 700 | 660 | 921 |
| Oct. | 431 | 439 | 414 |
| Nov. | 1260 | 717 | 743 |
| Dec. | 673 | 991 | 712 |
Select the best type of graph to show the following:
NOTE: You will need to add another row or column of data to your spreadsheet.
Final Grades Spreadsheet
You are a teacher with five students. Create a spreadsheet for your test grades. There are five tests. Each test counts the same in determining the final grade. Use a nested =IF function to determine the letter grade. Your spreadsheet should contain the following information:
| Student Name |
Test |
Highest Score |
Lowest Score |
Average Score |
Grade | ||||
| S. Wozniak | 66 | 78 | 95 | 51 | 87 | ||||
| A. Osborne | 76 | 8 | 74 | 82 | 85 | ||||
| S. Jobs | 89 | 74 | 90 | 77 | 84 | ||||
| M. Kapor | 67 | 69 | 72 | 75 | 77 | ||||
| B. Gates | 87 | 85 | 84 | 77 | 82 | ||||
Also:
Each test score must be in a separate cell. (Note: You will need 5 columns for the test
scores.
Format all cells so there are no decimal places.
Find the average score for each test.
Insert a title in Row 1.
Format the column headings so they wrap around.
Put each label in one cell.
Enhance the spreadsheet by using lines, font enhancements, etc.
Use a nested IF function
=IF function example:
=IF(AverageScore>=90, "A",=IF(AverageScore>= 80,"B"....)) etc.
Each ( must have a corresponding )
Graph the scores so that you can compare all test scores for all students.
Protect your formulas.
Optional:
You decide to assign a final paper that counts 50% of the grade. Change the spreadsheet to
reflect a 50% test and 50% paper grade.
Salary Schedule Spreadsheet
Enter the following data into your spreadsheet:
| Last Name |
First Name | Dept. | Years | Salary |
| Smith | D. | Executive | 7 | 48597 |
| Brossmer | E. | Executive | 3 | 20741 |
| Stone | J. | Executive | 3 | 36471 |
| Braun | K. | Executive | 4 | 17386 |
| Ross | K. | Finance | 5 | 44661 |
| Gregory | L. | Finance | 10 | 32318 |
| Kolb | L. | Marketing | 8 | 41907 |
| Parent | S. | Marketing | 4 | 23919 |
| Hibscher | J. | Personnel | 12 | 33647 |
| Arnett | T. | Production | 1 | 48229 |
| Black | M. | Production | 9 | 47887 |
| Lacy | A. | Production | 5 | 41112 |
| Baim | M. | Production | 3 | 24045 |
| Skyles | G. | Production | 11 | 11416 |
| Gossman | M. | Production | 2 | 27577 |
1. Sort the data according to NAME, YEARS, and SALARY.
2. Determine the average salary, and years of service.
3. Display the salaries in a chart form. Determine what you want to display.
Teachers' Salary Schedule
Use the following table to create a salary schedule that will return the correct rate of pay for the following teachers:
Name Years of Service Degree Salary
Brown 6
MA
Smith 10
BA
Jones 20
PHD
Degree
Years of Service
BA MA
PHD
0
20000 25000 30000
6
25000 30000 35000
11
30000 35000 40000
16
35000 40000 45000
Use an =IF function to evaluate the degree when the degree is written BA, MA, PHD.
Hint: LOOKUP the Years in the lookup table, =IF the Degree = "BA" then go 1 cell over, =IF the Degree = "MA" then go 2 cells over, and =IF the Degree = "PHD" then go over 3 cells.