excel spreadsheet - Accounting
I need help with home work making an excel spreadsheet Microsoft Excel Graded Project Computer Applications : Microsoft Excel Graded Project Lesson 4 Overview In this lesson, you'll create a spreadsheet that tracks the cost of elementary school supplies distributed to teachers over a two-month period in order to illustrate correct usage of Microsoft Excel. 4.1 Design a spreadsheet that tracks the cost of elementary school supplies distributed to teachers over a two-month period Excel READING ASSIGNMENT Your project must be submitted as an Excel workbook (.xlsx, .xls). Your project will be individually graded by your instructor and therefore may take up to five to seven days to grade. Be sure that each of your files contains the following information: Computer Applications (v2) : Lesson 4 : Page 1© 2020 Penn Foster Inc. Your name Your student ID number The exam number Your email address Note: If you have more than 10 attachments, you’ll need to collect all of your files into a compressed folder. To do this, follow these instructions based on your operating system: Windows: Select the files you want to compress, right-click and select Send to and then Compressed (zipped) folder. Mac: Select the files you want to compress, control-click and select Compress. To submit your graded project, follow these steps: Log in to your student portal. Click on Take Exam next to the lesson you’re working on. Find the exam number for your project at the top of the Project Upload page. Follow the instructions provided to complete your exam. Be sure to keep a backup copy of any files you submit to the school! Introduction This project requires you to develop a spreadsheet that tracks the cost of elementary school supplies distributed to teachers over a two-month period. You’ll assume the role of Office Manager, who has multiple responsibilities, including distributing and maintaining classroom supplies. For this project, you must prepare an Excel spreadsheet and chart that will be sent to the school District Manager. Instructions Computer Applications (v2) : Lesson 4 : Page 2© 2020 Penn Foster Inc. Create a Spreadsheet 1. Start Excel and create a blank workbook. 2. Enter the data shown in the following table and then format, sizing columns as necessary and right-aligning all number values. Save your file, naming it School Supplies. Any Town Elementary School School Supplies Distribution Classroom Supplies Cost/Unit Sept.Units Sept. Cost % of Grand Total Oct. Units Oct. Cost % of Grand Total Copy Paper 3.99 40 32 #2 Pencils 0.75 29 12 Pens 4 22 8 Highlighters 3.29 12 10 Markers 4.79 35 22 Crayons 3.1 15 7 Colored Pencils 2.29 60 28 Staples 1.89 12 4 Tissues 1.49 22 9 Hand Sanitizer 2 16 7 Computer Applications (v2) : Lesson 4 : Page 3© 2020 Penn Foster Inc. 3. Merge and center cells A1 through H1. Format the school name as Title style. 4. Merge and center cells A2 through H2. Format the label as Heading 1 style. 5. Bold the labels in row 4 and right align the labels above the numeric values. 6. Format the Cost/Unit values as Currency with 2 decimal places. Your spreadsheet should look like the figure below. [An image of the School Supplies excel workbook with formatted data.] 7. In column D, enter appropriate formulas to calculate the September costs for each school supply. Your formulas must use cell references. Format the calculated values as Currency with 2 decimal places. 8. In cell A16, enter the label “Grand Total” and format it as bold. 9. In cell D16, enter a formula that uses a function to calculate the total of the column. Computer Applications (v2) : Lesson 4 : Page 4© 2020 Penn Foster Inc. 10. In column E, enter formulas that calculate the percentage of the grand total for each type of school supply (total cost of each item divided by the grand total). Your formulas must use appropriate absolute cell references. Format the calculated values as Percentage with 0 decimal places. 11. In cell E16, enter a formula that uses a function to calculate the total of the column (it should total 100%). 12. Repeat the process you used in steps 7–11 to calculate values for October. 13. Sort the school supplies alphabetically. (Be sure to select cells A5:H14 to sort the entire row of data.) Your spreadsheet should look similar to the figure below. [An image of the School Supplies excel workbook with the data sorted in alphabetical order.] 14. Save the modified spreadsheet. Computer Applications (v2) : Lesson 4 : Page 5© 2020 Penn Foster Inc. Create a Chart 1. Create a chart by first selecting the cell ranges for the chart. Drag from cell A4 to A14 to select the range and then press and hold the Ctrl key while you drag from cell D4 to D14. Continue to press and hold the Ctrl key while dragging from cell G4 to G14. Your selected cells should look like the figure below. [An image of selected cell ranges in the School Supplies excel workbook.] 2. Insert a 3-D Clustered Column chart. 3. Change the chart title to read “Cost of Supplies.” 4. Position the chart with the upper-left corner in cell A18 and then size the chart until it extends to column H, as shown in the figure below. Computer Applications (v2) : Lesson 4 : Page 6© 2020 Penn Foster Inc. [An image of a chart made with the selected cell ranges in the School Supplies Excel workbook.] 5. Put the following information into cell A41: Your name Your email address Your student number The course name and number Project number (584042) 6. Save and close the workbook. Scoring Guidelines Computer Applications (v2) : Lesson 4 : Page 7© 2020 Penn Foster Inc. Rubric Skill/ Grading Criteria Exemplary (4) Proficient (3) Fair (2) Poor (1) Not Evident (0) Enter data The correct data has been entered into the appropriate cells. Most of the correct data has been entered into the appropriate cells. Some of the correct data has been entered into the appropriate cells. Minimal correct data has been entered anywhere. No attempt has been made to enter data into the spreadsheet. Size columns All columns are sized appropriately to display labels and values. Some columns are sized appropriately to display labels and values. Few columns are sized appropriately to display labels and values. Only one column is sized appropriately to display labels and values. No attempt has been made to change column widths. Apply an Excel style All cells are in the indicated style. All cells have a style applied, but they’re in the wrong style. One cell has an applied style, in the indicated style. One cell has an applied style, but it’s the wrong style. No attempt has been made to apply Excel styles. Merge and center cells Labels in rows 1 and 2 have been merged and centered above the appropriate cells. The label in one row has been merged and centered. The label in either row 1 or 2 has been merged without centering. An attempt has been made to center labels above the data. No attempt to merge cells or center labels has been made. Format labels The appropriate labels have been formatted as instructed. Some of the appropriate labels have been formatted as instructed. Appropriate labels have some formatting but may not be as instructed. Some labels have been formatted. No attempt to format labels has been made. Computer Applications (v2) : Lesson 4 : Page 8© 2020 Penn Foster Inc. Format values as Currency The appropriate values have been formatted as Currency with 2 decimal places. The appropriate values have been formatted as Currency without 2 decimal places. The appropriate values display a $ but have not been formatted as Currency. The wrong values have been formatted as Currency. No attempt has been made to format values as Currency. Format values as Percentage The appropriate values have been formatted as Percentage with 0 decimal places. The appropriate values have been formatted as Percentage displaying a decimal portion. The appropriate values display a % but have not been formatted as Percentage. The wrong values have been formatted as Percentage. No attempt has been made to format values as Percentage. Use formulas with relative cell references All Cost values have been calculated using two relative cell references. Cost values have been calculated using one relative cell reference. N/A N/A Cost values don’t use any cell references. Use formulas with functions All Grand Total values have been calculated using a SUM function. N/A Grand Total values have been calculated using a SUM function but without including all cell references. N/A Grand Total values have not been calculated with a SUM function. Use formulas with absolute cell references The % of Grand Total values have been calculated with a formula that includes an absolute cell reference. N/A N/A N/A The % of Grand Total values have not been calculated using absolute cell references. Computer Applications (v2) : Lesson 4 : Page 9© 2020 Penn Foster Inc. Sort data Supply data (rows 5 through 14) has been sorted alphabetically by supply name. Supply data (rows 5 through 14) has been sorted in reverse alphabetical order or by something other than supply name. N/A Only the Supply data in column A has been sorted, making the spreadsheet data inaccurate. No attempt has been made to sort the data. Create a chart A 3-D Column chart has been created using the correct data. A chart of any type has been created using the correct data. A chart has been created using some of the correct data. An attempt to create a chart has been made. No attempt has been made to create a chart. Edit a chart title The chart title has been changed appropriately. The chart title has been changed to unspecified text. N/A An attempt has been made to change the chart title. No attempt has been made to change the chart title. Move and size a chart The chart has been moved and sized to the specified location and dimensions. The chart has been moved to the specified location or sized, but not both. N/A N/A No attempt has been made to move or size the chart. Submission Checklist Before submitting your project, make sure you’ve correctly completed the following: Create, save, and name an Excel file. Enter data and labels. Format labels with indicated styles. Merge and center labels. Format data with Currency and Percentage formats to the correct number of decimal places. Computer Applications (v2) : Lesson 4 : Page 10© 2020 Penn Foster Inc. Size columns appropriately. Use formulas that include a function where applicable. Use relative and absolute cell references in formulas. Sort data. Create a chart from nonadjacent data. Edit a chart. Key Points READING ASSIGNMENT Key Points You resize column widths by dragging with your mouse or by entering a numeric value in the Column Width dialog box, which is accessed from the Format, Column Width menu on the Home Ribbon. You align cell contents using the Align Left, Center, and Align Right buttons on the Home Ribbon. You use formulas to perform mathematical calculations on numbers in your spreadsheet. To select non-contiguous cells for inclusion in a chart, hold down the Ctrl key while you drag. You position and size charts by dragging the chart handles with your mouse. You can apply formatting directly to the components of a chart by clicking on them. Computer Applications (v2) : Lesson 4 : Page 11© 2020 Penn Foster Inc. What You Need to Know Before Submitting Your Microsoft Excel Graded Project VIDEO STUDY MATERIAL Watch this video for tips on how to save the workbook, what is required in a formula, and what file needs to be submitted for grading. Watch this video for tips on how to save the workbook, what is required in a formula, and what file needs to be submitted for grading. Brightcove Video Title (players.brightcove.net/1642697353001/default_d efault/index.html?videoId=6109278536001) Lesson 4 Review Self-Check 1. You created a budget in Excel. You would like to quickly see how each budget category compares to the others to make up the total. What is the best way to accomplish this? a. Sorting the category totals low to high or high to low b. The @SUM function to generate category totals automatically c. A pie chart d. A formula calculating category percentages 2. You entered an Excel function to perform a mathematical calculation on several columns of numbers in your spreadsheet. The cell where the function resides displays #####. What is the reason for this? Computer Applications (v2) : Lesson 4 : Page 12© 2020 Penn Foster Inc. https://players.brightcove.net/1642697353001/default_default/index.html?videoId=6109278536001 a. The format of the cell isn't set to display a numeric value. b. There's an error in the data the formula is pulling from the columns. c. There's an error in the formula that you entered. d. The column is too narrow to display the formula's resulting value. 3. You have a spreadsheet with data in rows 4 through 10 in columns B, C, E, and F. How would you select the data to create a chart? a. Drag to select B4 through C10. Hold down the Shift key and drag to select E4 through F10. b. Click the Select All button in the upper-left corner of the spreadsheet. c. Drag to select B4 through F10. d. Drag to select B4 through C10. Hold down the Ctrl key and drag to select E4 through F10. 4. The title of your worksheet is 2020 Budget. You've created a pie chart to show the budget category percentages, but the chart title reads a generic "Chart Title." How do you change it to match the worksheet title of 2020 Budget? a. Delete and recreate your chart, making sure you include a header row with the title 2020 Budget in it. b. Select the Chart Title text box and delete it. Insert the Excel TEXT function and link it to a cell in the worksheet with the text 2020 Budget in it. c. Click on and then select the text Chart Title in the chart and link to the worksheet name. d. Click on and then select the text Chart Title in the chart and type 2020 Budget. Computer Applications (v2) : Lesson 4 : Page 13© 2020 Penn Foster Inc. 5. A colleague gives you a spreadsheet containing the personnel records of all department employees. Employees are added to a row at the bottom of the spreadsheet as they're hired. As a result, you have to scan the entire spreadsheet to find the information for employees. What is the best way to resolve this problem? a. Request that the colleague restructure the spreadsheet so that employees are added in alphabetical order instead of by hire date. b. Search for each employee's data you want to work with. c. Apply a filter to display just the employee data you want to work with. d. Apply a data sort to your copy of the spreadsheet, so that employees are in alphabetical order by name. Self-Check Answer Key 1. A pie chart Explanation: A pie chart is a graphical representation of data where the entire circle equals the whole and the individual sections are graphically represented as sections showing their proportion of the whole. Reference: Section 4.1 2. The column is too narrow to display the formula's resulting value. Explanation: When Excel displays ##### in a cell, it means one of two things: 1. The column isn't wide enough to display the information in the Computer Applications (v2) : Lesson 4 : Page 14© 2020 Penn Foster Inc. cell. 2. There's a negative date or time in the cell. Reference: Section 4.1 3. Drag to select B4 through C10. Hold down the Ctrl key and drag to select E4 through F10. Explanation: To select non-contiguous cells in Excel, drag to select your first range of cells. Then hold down the Ctrl key while you drag to select the additional cell ranges. Reference: Section 4.1 4. Click on and then select the text Chart Title in the chart and type 2020 Budget. Explanation: A text box contains the title of the chart. It's editable just like any other text box. Reference: Section 4.1 5. Apply a data sort to your copy of the spreadsheet, so that employees are in alphabetical order by name. Explanation: The Sort feature in Excel allows you to change the view of your data, rearranging it into a specified order. For example, text can be sorted alphabetically or reverse alphabetically, and numbers can be sorted in ascending or descending numeric order. Reference: Section 4.1 Computer Applications (v2) : Lesson 4 : Page 15© 2020 Penn Foster Inc. Flash Cards 1. Term: Chart Definition: Visual representation of data 2. Term: Formula Definition: Instructions to perform mathematical calculations on specified values in a spreadsheet 3. Term: Function Definition: A preset formula in Excel Computer Applications (v2) : Lesson 4 : Page 16© 2020 Penn Foster Inc. 584098_cover 58409800
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