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
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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
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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
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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
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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
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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
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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
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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
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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
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584098_cover
58409800
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