Week 1 discussion

Getting Familiar with Excel (graded)

Excel was introduced in 1985. Since then, it has become a standard business tool. In this thread, discuss the different features of Excel that make it a valuable business tool. In addition, discuss why Excel skills are so important in today’s job market.

week 2

Formulas and Functions (graded)

One of the benefits of Excel is the ability to use formulas and functions. Discuss the differences between formulas and functions. Pick a function in Excel and discuss how that function is used to calculate results in your worksheets. Using the following scenarios, discuss how you would apply the Excel functions or create a formula to solve the scenario.

  • You wish to calculate the commission on sales. The commission is 6% on all sales that are at least 20% above cost.
  • You wish to calculate the total pay for an employee who receives regular time for 40 hours, time and a half for 40-50 hours, and double time for hours over 50.
  • You have a list of contracts and due dates for annual maintenance fees. You wish to determine when you have a contract due in the next 45 days and provide a note that warns you that the payment is due.

Please feel free to add other, unique mathematical challenge questions to the discussion, and let us work together to figure out how you might calculate it.

Week 3

Data Analysis (graded)

Excel provides many different ways in which to analyze data. Discuss the different methods by which you can analyze data in your spreadsheet. Assume the role of a Regional Manager for a retail organization looking at ways to analyze the large amounts of sales data you have. What are some of the ways Excel can be used to analyze this data? What are some examples of reports you might want to review? Using the concepts from this week, how will you determine where to start and what tools can you use within Excel to help you organize everything and make decisions?

This section lists options that can be used to view responses.

Week 4

Excel Data Exchange (graded)

Excel 2010 provides the capability to exchange data with other applications. Discuss the different types of ways to exchange data between Excel and other Microsoft applications. Are there limitations to the exchange process? How can you exchange data with other applications that are not part of the Microsoft Office Suite? Discuss how you would exchange data with external data sources such as websites.

Week 5

Data Consolidation and What-if Analysis (graded)

Discuss and compare the data consolidation and What-If analysis Excel tools. Under what circumstances would you use each of these tools? Do they both serve the same purpose, or is each one used under different scenarios? Give examples of how each can be used.

This section lists options that can be used to view responses.

Week 6

Bringing It All Together (graded)

This week will be an opportunity to share ideas and approaches to the Excel course project. What are some spreadsheet features you will use to make your spreadsheet professional, readable, reliable, and repeatable? Which spreadsheet functions and data analysis types do you think will be the most challenging to implement in this project? What questions do you have about those functions and types of data analysis?

This section lists options that can be used to view responses.

Week 7

Database Decisions (graded)

Discuss the differences between storing data in Access and Excel. Why would you use a spreadsheet over a database? At what point does it become more efficient to store your data in a database rather than a spreadsheet? If you are deciding whether to use a spreadsheet or database, what questions should you consider?

week 1 quiz

O 1) An Output Area (as it applies to Excel 2010) is defined as_______.

a range of cells containing results based upon manipulation of the variables in the input area

displays the name of a worksheet within a workbook

a range of cells containing values for variables used in formulas

displays the content of the active cell

Question 2. Question :

(TCO 1) Which of the following best describes a cell address?

Identifies the electronic “neighborhood” of a spreadsheet

Identifies a cell by a column letter and a row number

Searches for and displays similar labels as you type

Is a number that represents a quantity and can be the basis of calculations

Question 3. Question :

(TCO 1) Which of the following best describes the AutoComplete function?

Adds all the numbers in the row automatically

Searches for and displays any other similar label in the current column as you begin to type

Adds all the numbers in the columns automatically

Is a number that represents a quantity and can be the basis of calculations

Question 4. Question :

(TCO 1) Which of the following best describes the order of precedence as it applies to math operations in Excel?

Includes letters, numbers, and spaces

Controls the sequence in which Excel performs arithmetic operations

Is a software application used to create and modify business communications

Includes formulas, functions, and formatting

Question 5. Question :

(TCO 1) Which of the following best describes the result of using the fill handle on a cell containing a formula?

Cannot complete a sequence of dates in a column

Changes the background color of the selected cells to yellow

Copies the formula in the active cell to other cells and adapts it based upon the type of cell references in the original formula

Has two or more sub-commands related to the command

: 2 of 2

Comments:

Question 6. Question :

(TCO 1) Ribbon Commands with arrows indicate_____.

a shortcut to cell A1

there are two or more sub-commands related to the command

the next step in the process

directionality

Question 7. Question :

(TCO 1) If you had worksheets that contained the inventory of each room in your house, with a separate sheet for each room, all the sheets together would be a:

workbook.

ledger.

document.

journal.

:

Question 8. Question :

(TCO 1) When you paste copied data, Excel displays the Paste Options button:

in the status bar at the left of the screen.

in the next set of nonadjacent ranges.

on the toolbar.

in the bottom right corner of the pasted data.

Question 9. Question :

(TCO 3) Groups of related numeric values in an Excel worksheet are:

data point.

data roles.

categories.

data series

Question 10. Question :

(TCO 3) Which of the following best describes a column chart?

Displays data comparisons vertically in columns

A horizontal line that borders the plot area to provide a frame of reference for measurement

Contains graphical representation of values in data series

Contains the entire chart and all of its elements

Question 11. Question :

(TCO 3) Which of the following best describes the chart area?

Contains graphical representation of values in data series

Contains the entire chart and all of its elements

A vertical line that borders the plot area to provide a frame of reference for measurement

A horizontal line that borders the plot area to provide a frame of reference for measurement

Question 12. Question :

(TCO 3) To display similar data in a single column, with each series of data distinguished by a different color, use a:

stacked column chart.

pie chart.

3-D column chart.

box diagram.

Question 13. Question :

(TCO 3) A pie chart with one or more slices separated for emphasis is called a(n) ____________ pie chart.

expanded

exploded

displaced

clustered

Question 14. Question :

(TCO 3) In Excel, an area chart _______.

shows the high, low, and close prices for individual stocks over time

trends using two dimensions on a continuous curve

emphasizes the magnitude of changes over time by filling in the space between lines with a color

shows a relationship between two variables

Question 15. Question :

(TCO 3) After creating a chart, you can change the chart type by using _____.

Page Layout tab / Chart Options button

Design tab / Change Chart Type button

Data tab / Chart Changer tool

You cannot change the chart.

week 2 quiz

TCO 2) In Excel, a relative cell reference:

indicates a cell’s specific location and the reference does not change when you copy the formula.

contains both an absolute and a relative cell reference.

indicates a cell’s relative location from the cell containing the formula; the reference changes when you copy the formula.

occurs when a formula directly or indirectly refers to the cell containing the formula.

:

Question 2. Question :

(TCO 2) In Excel, a function can be defined as a _____.

predefined formula that performs a calculation

cell reference or a value

list of values and defined names as you enter data into a spreadsheet

set of rules that govern the structure and components for a formula

Question 3. Question :

(TCO 2) The rules for constructing a function can be referred to as the function’s _____.

synthesis

synergy

synchronization

syntax

Question 4. Question :

(TCO 2) Which of the following describes the SUM function?

Identifies the midpoint value in a set of values.

Calculates the total of values contained in two or more cells.

Calculates the arithmetic mean or average of values in a range.

Displays the lowest value in a range.

Question 5. Question :

(TCO 2) The _____ function returns a result based on a condition.

Student Answer: MAX

TODAY

FIND

IF

Question 6. Question :

(TCO 2) Which of the following best describes the COUNT function?

Tallies the number of cells in a range that are not empty.

Tallies the number of blank cells in a range.

Displays the current date.

Tallies the number of cells in a range that contain values.

Question 7. Question :

(TCO 2) In the arguments to an IF function, the condition that is evaluated to determine if it is true or false is also sometimes called a _____.

logical test

lookup value

breakpoint

table array action

Question 8. Question :

(TCO 2) If you enter an = and the first few letters of a function in the formula bar, Excel will display a drop-down list of functions beginning with those letters. This feature is called _____.

Syntax Helper

Formula AutoComplete

Formula Wizard

:

Question 9. Question :

(TCO 2) Which of the following best describes the HLOOKUP function?

The periodic interest rate, such as a monthly interest rate.

Calculates the periodic payment for a loan with a fixed interest rate and fixed term.

Looks up a value in a lookup table where the first column contains the values to compare with the lookup value.

Looks up a value in a lookup table in which the first row contains the values to compare with the lookup value.

Question 10. Question :

(TCO 2) One benefit of using range names in formulas is that _____ .

it directly or indirectly refers to the cell containing the formula

it contains both an absolute and a relative cell reference

it identifies the present value of the loan

if you copy the formula, you do not have to make the cell reference absolute

Question 11. Question :

(TCO 2) The PMT function is best described by which of the following?

It is the periodic interest rate, such as a monthly interest rate.

It is the total number of payment periods.

It is the present value of a loan.

It calculates the periodic payment for a loan with a fixed interest rate and a fixed term.

:

Question 12. Question :

(TCO 7) Which of the following is NOT an Excel tool used to improve productivity in developing consistently formatted workbooks?

Macros

Templates

Themes

INCORRECT Background

Question 13. Question :

(TCO 7) Before protecting a worksheet, you should _____ the cells that you want users to be able to edit.

format

hide

lock

unlock

:

Question 14. Question :

(TCO 7) Which of the following file formats can store macros?

xlsm

csv

xml

xlsx

Question 15. Question :

(TCO 7) To create a macro button, click the _____ tab, click Insert, then click Button in the Form Controls section of the Insert palette.

View

Data

Insert

Developer

week 3 quiz

TCO 4) _____ column and row headings enables you to keep these headings on the screen when scrolling through a large spreadsheet.

Formatting

Freezing

Resizing

Tiling

Question 2. Question :

(TCO 4) Which of the following best describes a page break?

Freezes only the top row

The sequence in which pages print

Indicates where data starts on a new printed page

Stops the printer from printing

Question 3. Question :

(TCO 4) To create a table from an existing range of data, _____.

click within the range, click the Table Tools Design tab, and then select Convert to Table

select any cell in the worksheet and then click Existing Range in the Tools group

click in a cell and on the Home tab, and click the Insert arrow in the Cells group

click the Insert tab and then click Table in the Tables group

Question 4. Question :

(TCO 4) Filtering the Cost column (field) to show only records greater than $10,000 is an application of _____.

a Date Filter

a Text Filter

the use of a table element as a formula

a Number Filter

Question 5. Question :

(TCO 4) To apply a red background color to cells for employees who have sales greater than $1,000, you can use _____.

a PivotTable

a multiple level sort

conditional formatting

a range name

Question 6. Question :

(TCO 4) Using Conditional Formatting to draw attention to cells that are blank _____.

displays a particular color based on the relative value of the cell contents to other selected cells

displays an icon representing a value in the top third, quarter, or fifth based on values in the selected range

helps locate where data may be missing

helps locate errors in cells quickly

Question 7. Question :

(TCO 4) The Subtotal command is located on the _____ tab.

data

formula

page layout

insert

Question 8. Question :

(TCO 4) _____ are created to organize and summarize data in PivotTables.

Categories

Types

Titles

Levels

Question 9. Question :

(TCO 4) To begin a filter based on a particular field, you drag the desired field to which area under Drag fields between areas below?

: Column Labels

Report Filter

Row Labels

Values

Question 10. Question :

(TCO 4) To create a calculated field, select _____ located on the PivotTable Tools Options tab.

Calculations

Insert Calculated Field dialog launcher

Tools

PivotTable Calculation

Question 11. Question :

(TCO 4) A Pivot Table Style controls all the following EXCEPT _____.

bolding

font colors

number format

shading colors

Question 12. Question :

(TCO 4) A quick way to display the Go to dialog box is to press the _____ key(s).

F4

Ctrl+Home

Ctrl+End

F5

Question 13. Question :

(TCO 4) The PivotChart Tools contextual tab includes all the following EXCEPT _____.

design

layout

format

type

Question 14. Question :

(TCO 4) Click the _____ to sort or filter the chart representation based on the values.

Axis Field arrows

Report Filter arrows

Values arrows

Legend Field arrows

Question 15. Question :

(TCO 4) Which of the following will NOT delete a PivotChart?

Go to the Home tab and click Cut

Right-click the chart and click Cut

Select the chart and then press Delete

Click and drag the PivotChart off the worksheet

week 4 quiz

TCO 8) Which of the following is one of the most common file types imported into Excel?

Text

PowerPoint

Web

Word

Question 2. Question :

(TCO 8) Which of the following is NOT a text file?

Tab-delimited

Comma-separated value

XML

Fixed-width

Question 3. Question :

(TCO 8) Which of the following is NOT a method for refreshing data?

Click the Refresh All command.

Save the Excel workbook.

Click the Refresh All arrow, then click Refresh.

Right-click in a range of data and then select Refresh.

Question 4. Question :

(TCO 8) The Convert Text to Columns Wizard allows you to choose the file type, such as Delimited or ________ width.

Fixed

Mixed

Divided

Text

Question 5. Question :

(TCO 8) Which of the following is a frequently used function to manipulate txt?

CONCATENATE

PMT

IF

DATE

Question 6. Question :

(TCO 8) To change the text string JANE doe to jane doe, use the ________ function.

: CONCATENATE

PROPER

UPPER

LOWER

Question 7. Question :

(TCO 8) Which of the following will produce the same result as the CONCATENATE function?

=A4&B4

=A4+B4

=A4B4

=A4,B4

Question 8. Question :

(TCO 8) If you want to send a letter to all your customers using Mail Merge, and you already have the customers’ names and addresses stored in an Excel file, you should choose _________ from the Select Recipients menu while performing the merge.

Type New List

Use Existing List

Import from Excel

Select from Outlook Contacts

Question 9. Question :

(TCO 8) The New Comment command is located on the ________ tab.

View

Review

Data

File

Question 10. Question :

(TCO 8) If first and last names are combined in a single column, you can split them into two separate columns using the ________.

Split Names Wizard

PivotTable feature

CONCATENATE function

Convert Text to Columns Wizard

Question 11. Question :

(TCO 8) The command to track changes is located on the ________ tab.

File

Data

Review

View

Question 12. Question :

(TCO 8) If you have ________ configured as your e-mail client, you can e-mail an Excel file directly from Excel.

Gmail

Hotmail

Yahoo

Outlook

Question 13. Question :

(TCO 8) Windows can search for files by author name or keywords that have been entered into ________.

a file name

the Trust Center

document properties

cell A1

Question 14. Question :

(TCO 8) All EXCEPT ___________ are Excel functions that help you manipulate text.

PROPER

UPPER

SUBSTITUTE

RESPOND

Question 15. Question :

(TCO 8) To encrypt a workbook with a password, click Info on the File tab, click ________, and then select Encrypt with Password.

Check for Issues

Protect Workbook

Manage Versions

Options

week 5 quiz

TCO 5) Excel’s multiple worksheet abilities can do all of the following EXCEPT:

create Pivot Charts.

group worksheets together to enter data.

display worksheets side by side.

create links among the worksheets.

Question 2. Question :

(TCO 5) In Excel, which of the following would you perform to group adjacent worksheets?

Click the first tab, hold Shift, and then click the last tab.

Click the first tab, hold Ctrl, and then click the last tab.

Right-click a worksheet tab, then select Select All Sheets.

Right-click a worksheet tab, then select Group.

Question 3. Question :

(TCO 5) When two windows of the same workbook are opened, Excel adds ________ to the title bar of the second window.

the letter B

the number 2

the letter A

the number 1

Question 4. Question :

(TCO 5) After saving the arrangement of windows, a workbook can be opened by opening the ________ file.

worksheet

workspace

workview

worklink

Question 5. Question :

(TCO 5) Which of the following external references is correct for a workbook and worksheet that have no spaces?

“[New.Jersey.xlsx]Qtr4!”B6

‘[New.Jersey.xlsx]Qtr4!’B6

[New.Jersey.xlsx]Qtr4!,B6

[NewJersey.xlsx]Qtr4!B6

Question 6. Question :

(TCO 5) Before you can create an external reference you must first __________.

select the cell or cells to hold the external reference.

open the destination workbook and all source workbooks.

switch to the source workbooks and click the cells.

click on Insert Function on the Formulas tab.

:

Question 7. Question :

(TCO 5) Which of the following is the proper use of a 3D formula?

=SUM(Yr1:Yr5!C7)

=SUM(Yr1-Yr5!C7)

=SUM(‘Yr1:Yr5’!C7)

=SUM(“Yr1:Yr5”!C7)

Question 8. Question :

(TCO 6) A one-variable data table must have at least ________ blank row(s) and ________ blank column(s) between the dataset and the data table.

two, two

two, one

one, two

one, one

Question 9. Question :

(TCO 6) Which What-If Analysis tool would be best at comparing the combined effects of various interest rates and down payments?

Scenario Manager

Goal Seek

One-variable data table

Two-variable data table

Question 10. Question :

(TCO 6) Which What-If Analysis tool would be best at determining how much you can borrow for a car loan while paying only $350 a month?

Scenario Manager

Solver

Data Table

Goal Seek

Question 11. Question :

(TCO 6) The Scenario Manager dialog box enables you to do all the following EXCEPT:

format scenarios.

add scenarios.

delete scenarios.

edit scenarios.

Question 12. Question :

(TCO 6) Before creating a scenario with Scenario Manager, it is important to know which cells contain the variables you want changed and the:

scenario names.

formatting of the results.

cells containing the formulas that generate the results.

final result.

Question 13. Question :

(TCO 6) What happens when you add a new scenario and generate a new scenario summary report?

The new report will be created on a new worksheet.

The new scenario will be included into the old report.

The new report will be added directly below the original report.

The new report will replace the original report.

Question 14. Question :

(TCO 6) Which of the following commands cannot be used on a constraint in the Solver Parameters dialog box?

Add

Format

Change

Delete

Question 15. Question :

(TCO 6) The initial results of a Goal Seek are:

: automatically entered into the worksheet.

inserted into a new worksheet.

presented visually in a chart.

shown in the Goal Seek Status dialog box.

ilab 1
Saddle River Marching Band (50 Points)

Saddle River Marching Band (50 Points)
ilab 2
First National Bank New Loan Report (50 Points)

First National Bank New Loan Report (50 Points)

ilab 3
Alice Barr Realty Analysis (50 Points)

Alice Barr Realty Analysis (50 Points)

ilab 4
Fundraiser Letter (50 Points)

Fundraiser Letter (50 Points)
ilab 5
Bruno’s Pizza Analysis (50 Points each)

Bruno Pizza Analysis (50 Points each)

ilab 6
Day Care Center (50 Points each)

Day Care Center (50 Points each)
ilab 7
Home Inventory (50 Points)

Home Inventory (50 Points)
course Project: Excel Project

Objectives

GuidelinesThe general instructions for this project can be found in the Week 6 Lecture material. The Week 6 Lecture describes the assignment and provides an overview of the project as a whole. There are no step-by-steps for the course project. The following are grading criteria for this project.

Data imported from SalesData.csv text file located in Course Project Materials in DocSharing.Organize the Data

  • Professional formatting follows the formatting guidelines we studied during the first week of class.
  • Documentation sheet added to provide author, purpose, and date and provide information about each of the sheets you will create as you analyze the data.
  • At least one calculated field added and copied to all cells in the worksheet.

Analyze the Data

Analyze the data in at least three different ways. Each form of Data Analysis should be provided on a separate, appropriately labeled worksheet. It is expected that each sheet will be professionally formatted and clearly documented with titles, comments, and explanation. Remove any extra sheets so your workbook is as compact as possible when you turn it in. Go back and review your labs for assistance in completing the different types of analysis.

The following are some examples of analysis you might wish to do:

  • Sort by discount level. Have discounts increased sales volumes? Is there any discount level that appears to be more effective than others?
  • Graph sales over time to see trends. Are there any peaks and lows in sales? Is there any time of year in which sales are highest? Lowest?
  • Pivot the data to see total sales by quarter, country, category, and salesperson. Are there any highs? Are there any lows that need to be addressed?
  • Subtotal the data. How are quarterly sales totals? Sales totals by salesperson? By Country?
  • Challenge Option: Perform What-If Analysis. What if prices were raised by a certain percentage with a slight decline in sales? What combination of price increases and decline in sales makes most sense?

Present your Conclusions in a Memo

Use the integration techniques we worked on in the course to develop a Memo (Word document) that includes data and graphs copied and pasted from your spreadsheet. You will turn in both your Recommendation Memo and your spreadsheet. (To help you formulate your report, there is a Word document named “ExcelProjectMemoTemplate” located in DocSharing – Course Project Materials. The yellow-lined information provides an explanation of what should be included in each section of the Memo.)

Your Memo will focus one paragraph on each of the Data Analysis sheets in your workbook. Explain the type of analysis you completed, the conclusions you drew, and a recommendation based on the analysis. (45 points)

You should include a final paragraph that explains three things you learned about using Excel for data ana