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:

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

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

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.

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.

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.

[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

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.

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.

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.

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.

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?

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.

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

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

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

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