Você está na página 1de 36

BIS 155 ENTIRE COURSE

BIS 155 Lab 1 of 7: Saddle River Marching Band

Lab 1 of 7: Saddle River Marching Band (50 Points)


Submit your assignment to the Dropbox located on the silver tab at the top of this page.
LABOVERVIEW
Scenario/Summary
You are the assistant to the band director for the Upper Saddle River Marching Band, and you must
prepare a report showing the status of the marching band fundraising event for presentation to the
board of trustees. The report will summarize all sales of all items and include the total profit-to-date
with the amount remaining to reach the profit goal. You will open the partially completed workbook,
create formulas, format for presentation to the board, and add charts to graphically depict the sales
over time and by product.

BIS 155 iLab 1 Upper Saddle River Marching Band


Scenario/Summary
You are the assistant to the band director for the Upper Saddle River Marching Band, and you must
prepare a report showing the status of the marching band fundraising event for presentation to the
board of trustees. The report will summarize all sales of all items and include the total profit-to-date
with the amount remaining to reach the profit goal. You will open the partially completed workbook,
create formulas, format for presentation to the board, and add charts to graphically depict the sales
over time and by product.
Deliverables
STEP 1: Opening and Saving
Download the spreadsheet, Week1 iLab Capital Fundraising Student.xslx. You will be prompted to
save the file. Click yes.
Open the saved file from your Download folder on your computer.
Note: If you are using the Remote Lab environment you will need to follow the instructions for
uploading the file. These instructions can be found on the iLab page when you click on the iLab icon
on Course Resources.
STEP 2: Adding a Documentation Sheet
Insert a new spreadsheet into the workbook.
Change the name from Sheet 2 to Documentation. The Documentation Sheet should be the first
sheet in the workbook.
Include your name, the date, and the purpose of the spreadsheet. Your documentation sheet should
look something like the one below.
Upper Saddle River Marching BandFundraising Event
Creator Your Name
Date Date
Purpose Board of Directors Presentation on Fundraising Sales to date
STEP 3: Format Your spreadsheet
Apply formatting to your spreadsheet.
Your goal is to take into consideration readability, reliability, and re-usability. Remember that
presentation has an impact on the viewer, and professional appearance is important for reporting
data, just as personal appearance impacts perception. The goal is to make the data more readable,
and possibly to highlight data that might otherwise be lost in many numbers.
The minimum formatting requirements (per the Grading Rubric) are:
Title Rows formatted as titles
Font Size changes
Color Changes
Use of Shading and Borders
Currency and numeric formatting
Note: Refer to the Formatting video in the lesson tutorials for help with this step.
STEP 4: Add Formulas
A. Create the formulas needed to calculate the following for each item:
Net Selling Price = Selling Price * (1 - Sales Discount)
Total Sales = Sum(Daily Sales) * Net Selling Price
Total Profit = Total Sales - (Cost per item * sum(Daily Sales))
Average Profit % = Total Profit / Total Sales
B. Create Grand Totals for the Total Sales and the Total Profit columns.
C. Create the formula that will average all of the item profit %.
D. Create formula to calculate the Remaining Profit needed to make the Marching Band goal for
the fundraising campaign.
Remaining Profit = The Profit Goal - Total Profit (all items)
One of the strengths of Excel is its ability to make tedious and repetitious calculations, for speed and
to reduce errors. Like all tools, there is always the possibility that you could use it incorrectly, so with
formulas, it is important to verify the formulas you enter are correct.
Note: Refer to the Creating Formulas video in the Lesson tutorials for help with this step.
If you have done the Tutorial on formulas, you will have noticed, during the creation of the formulas,
that there are many ways to accomplish similar results. Remember that arithmetic formulas follow an
order in which calculations are performed. I make it a personal habit to always use parentheses () to
order the calculations in the order in which I want them performed, so as not to make a mistake.
For example, if I enter the following formula into Excel, what is the outcome that I wanted?
6 + 4 * 10
Did I mean to have a result of 100 [(6+4) * 10] or 46 [6 + (4 * 10)]. Excel would give you 46.
Excel will try to follow the following order of execution whenever possible, but I would use the best
practice of always using parentheses to be certain of what you want.
1. Parenthesis
2. Exponents
3. Multiplication and division
4. Addition and subtraction
STEP 5: Clean-Up
Clean-up the formatting of your report, taking into account professional appearance.
The minimum requirement (per the Grading Rubric):
Apply a color to each tab (sheet) in the workbook
Assign a descriptive name to each tab (sheet) in the workbook
Printing Setup (for each sheet)
o Create a Custom Page Header
o Set the page orientation to landscape
Note: Refer to the Formatting Cleanup video in the lesson tutorials for help with this step.
Remember, professional appearance doesn't only promote better readability of your report, but
represents you as a professional.
STEP 6: Create Charts to Represent the Data
Because a picture is worth a thousand words, create each of the charts below to further enhance your
report. Each chart should be on a separate sheet in the workbook.
Pie chart
Bar chart
Line chart
Note: Refer to the Creating Bar Charts, Pie Charts, and Line Charts videos in the lesson tutorials for
help with this step. Once you have completed the tutorials, you can apply your skills to this step of the
assignment.
Be sure to properly label the charts - do not leave default titles such as "Axis" or "Series".
STEP 7: Save and Submit
Save your Excel file.
Your Excel file should contain five worksheets.
Documentation
Sales-Data
Profit by Product
Percent Sales Graph
Profits-by-Day

BIS 155 Lab 2 of 7: Excel's Advanced Formulas & Functions

BIS 155 Lab 2 of 7: Excels Advanced Formulas & Functions


You are an intern at First National Bank working in the loan department, and your boss has asked you
to prepare the monthly "New Loan Report" for the Board of Directors. This analysis report will clearly
list and summarize all new loans for residential housing in the past month. The summary area
includes the loan statistics as labeled data in the data file. The format of the report is appropriate for
the Board of Directors for the First National Bank.

BIS 155 iLab 2: First National Bank


cenario/Summary
You are an intern at First National Bank working in the loan department, and your boss has asked you
to prepare the monthly "New Loan Report" for the Board of Directors. This analysis report will clearly
list and summarize all new loans for residential housing in the past month. The summary area
includes the loan statistics as labeled data in the data file. The format of the report should be
appropriate for the Board of Directors for the First National Bank.
Be sure to watch the tutorials at the end of the Lesson page.
Deliverables
Step 1: Open, Save, and Document the Workbook
A. Download the Week2_iLab_FirstNatlBank_Students.xlsx Workbook. Open the file in Excel,
and save it as the file name as describe above (i.e., Doe_J_Week2 iLab.xlxsm). [Note: You may get
a popup message that asks you to "Enable Saving". Simply click "Yes" to Enable and you will be able
to save the file]
B. It is recommended that as you progress through this assignment, that you work on what you
have learned so far, in terms of readability. Be sure to keep your worksheet professional with easy to
read column headings, shading, spacing, boxes, logos, and so on. Remember to label your
worksheets with appropriate labels (i.e., not sheet1, sheet2, etc.).
C. Add a documentation sheet that provides a spreadsheet title, author, date, and purpose.
Format the documentation sheet. The bank's logo is dark blue, so use a color scheme that reflects
that logo. Select complementary Font and Fill colors for the documentation sheet. Ensure that the
sheet tab is named Documentation and that the documentation sheet is the first sheet in the
workbook.
Step 2: Create Calculations
Functions are used to calculate the interest rate, down payment, monthly payment, and average
selling price for each residential home in the worksheet. You need to create a formula to determine
the down payment. Finish the calculations by using the appropriate functions to complete the Loan
Statistics summary area of the worksheet.
A. Use a VLOOKUP function to determine the interest rates in column D. There is a tutorial video
on creating and using VLookup tables at the end of the Lesson page.
B. Calculate the down payment by multiplying the results of a VLOOKUP function by the selling
price. Enter the formula in column E.
C. Calculate the amount to be financed by subtracting the down payment from the selling price.
Enter the formula in column F.
D. Use a PMT function to determine the monthly payments in column G. You should assume that
the payment is being made at the beginning of the month. Remember that the Interest Rate being
shown is an annual percentage rate (APR), yet the payments are being made monthly. Be sure to
make your adjustment to the interest rate for this. In addition, the term of the loan is being shown in
years. Be sure to adjust the years to months in your PMT function argument.
E. Use appropriate formulas and functions to calculate our loan statistics for the month.
Number of Loans
Lowest Amount Financed
Total Amount Financed
Highest Amount Financed
Step 3: Format the Worksheet
Now that you have finished the calculations, you must format the worksheet in a professional manner
suitable for delivering to the Board of Directors. Your final worksheet will look something like the
worksheet below.
A. Format all money figures as currency with two decimals and all percentages as percents.
B. Adjust columns sizes to fit the data.
C. Merge and center titles and size appropriately.
D. Change font color to dark blue.
E. Add a small graphic appropriate for the purpose of the worksheet.
F. Separate sections of the worksheet and provide borders as appropriate.
Step 4: Create an Excel Application With Macro and Macro Button
A. Add a new worksheet to the workbook, and name it Loan calculator.
B. Create a user input section that asks users to input the following:
1. What is the price of the home?
2. Do you wish to put any additional money down?
3. Pay at the beginning of the month?
C. Create an Output section that uses the user-provided data and calculates the mortgage
payments for a 15-year loan, a 20-year loan, and a 30-year loan.
D. Add user input validation to ensure that users input at least $50,000 for the cost of the home
and answer Yes/No to the payment question.
E. Unlock the cells in which users will input data so that you may protect the sheet to keep users
from changing other areas.
F. Create a Macro.
G. Use Insert Shapes to add a Macro button that will allow users to clear values and start over.
Name the button Enter New Values.
H. Protect the worksheet, but do NOT require a password.
I. Format the worksheet so that it is easy to understand and use. The following is a sample of
what your final worksheet might look like:
Save your file as an xlsm file and submit to the Dropbox. Make sure you post a comment about what
you learned when submitting the file.

BIS 155 Lab 3 of 7: Alice Barr Realty Analysis


Lab 3 of 7: Alice Barr Realty Analysis
You are an intern with the Regional Realty Association and are
analyzing the claim made by Alice Barr Realty that "we get your price." You have
prepared a spreadsheet that shows data relating to 3 months' sales by Alice Barr
Realty. You are going to determine the percent of asking price for each home
sold and analyze the sales data to determine the true track record of the
company in selling homes for the asking price.
STEP 1: Open, Save, and Document the
Workbook (5 points)
You must open a workbook that lists home sales for 3 months.
A. Download the file chap4_cap_barr from DocSharing, Lab
Materials.
B. Open the workbook in Excel, and save it as
Lab3_Yourlastname.xlsx.
C. Insert a documentation sheet that includes title, author,
date, and purpose. Format it appropriately, including changing the Sheet Name to
Documentation. At the end of this activity, you will be asked to
provide a conclusion as to whether this realty company "really gets your
price."
STEP 2: Add Calculations and Format
Sales Data Worksheet (10 points)
A formula is used to calculate the percent of asking price, and
this formula is applied to all listed sales. You will format the list in an
attractive and useful manner.
A. Calculate the percent of asking price for each sale (selling
price divided by asking price). Enter the formula in Column F. Format Column F
as a percentage with one decimal.
B. Format Columns D and E as currency, with no decimals. Format
Columns G and H as dates so just the day and month (for example, 5-May) are
visible. You will need to use the Number Format dropdown list, select More
Number Formats, and select the Date category.
C. Widen columns to make all data and headings visible. Format
titles as appropriate. Bold and center the column headings.
STEP 3: Sort Data and Create Summary Reportand Chart (10
points)
A. Before analyzing data, it is a good idea to copy the
data to a new worksheet so that you have a back-up copy of the original data.
Right click on the Sales Data sheet tab and select Move or Copy. Create a copy
of the current spreadsheet and move it to the end. Name the sheet Sorted
Data.
B. In order to sort the data, you must convert them to a data
table. Format the data table to look attractive.
C. Sort the data by selling agent (A to Z) and then by asking
price (largest to smallest).
D. Convert the sorted data back into a range, and create a
summary report showing the total asking price and total selling price by selling
agent
E. Create a column chart that shows the difference by agent between
asking price and selling price
Step 4. Filter the data
A. Create another copy of
the original sales data. Rename the sheet Filtered Data.
B. Convert the range to a table, and then filter to show only
those properties sold in Miami by agent Carey.
Step 5. Apply Conditional formatting
You determine that one measure of how well the company "gets
your price" is to set a scale. Excellent performance is at or above the asking
price. Good performance is between 95% and 100%. Below 95% is average
performance. You will create conditional formatting rules to display graphically
the performance level for each sale. Make a copy of the
original sales data chart. Name the new sheet Conditional Format.
A. Select the data range and
insert a table.
B. Use Advanced Formatting to set up the following conditional
formatting rules for the field Percent of Asking Price.
Greater than or equal to 100% = GREEN 95% to 99.9% = YELLOW Less than 95% = RED
C. Use Percent of Asking Price as the Sort Key, and sort by
color with green first, then yellow, and then red
Step 6. Create a Pivot Table
Now that you have sorted, subtotaled, filtered, and conditionally
formatted the data, you have a few more questions to answer. You want to see
average percentage of selling price by agent and by city. This will allow you to
see whether there are any patterns based on the city or based on the
salesperson. To do this kind of comparison, you decide to create a pivot table.
A. Open the Sales Data worksheet. Select the Sales Data range
(A3:H33). From the Formulas tab, select Define Name from the Defined Names
group. Name the range of cells SalesData.
B. Create a pivot table based on the named range, SalesData.
Create the pivot table in a new worksheet.
C. Select Selling Agent as your Row Labels and City as your
Column Labels. Select Percent of Sales as your Values. Change the Summary type
for Percent of Sales to average, the Number Format to percent, and the Name to
Average Percent of Asking Price. Apply Data Bars Conditional Formatting to the
percentages. Hide the Field Headers.
D. Rename the sheet PivotTable, and move it so that it is the
last tab in the worksheet.
Step 7. Draw a conclusion
On the Documentation Sheet, add a section called Analysis. Based on
your data analysis, do you believe that Barr Realty should be allowed to
advertise that they "Get your price?" Justify your answer by referring to the
data analysis you have just completed.

BIS 155 iLab 3: Luke Liberty Realty


You are an intern with the Regional Realty Association and are analyzing the claim made by Luke
Liberty Realty that "we get your price." You have prepared a spreadsheet that shows data relating to 3
months' sales by Luke Liberty Realty. You are going to determine the percent of asking price for each
home sold and analyze the sales data to determine the true track record of the company in selling
homes for the asking price.
STEP 1: Open, Save, and Document the Workbook
You must open a workbook that lists home sales for 3 months.
A. Download the workbook Week3_iLab_LibertyRealty_Student.xlsx
B. Open the workbook in Excel, and save it according to the file naming convention above.
C. Insert a documentation sheet that includes title, author, date, and purpose. Format it
appropriately, including changing the Sheet Name to Documentation. At the end of this activity, you
will be asked to provide a conclusion as to whether this realty company "really gets your price."
STEP 2: Add Calculations and Format Sales Data Worksheet
A formula is used to calculate the percent of asking price, and this formula is applied to all listed
sales. You will format the list in an attractive and useful manner.
A. Calculate the percent of asking price for each sale (selling price divided by asking price). Enter
the formula in Column F. Format Column F as a percentage with one decimal.
B. Format Columns D and E as currency, with no decimals. Format Columns G and H as dates
so just the day and month (e.g., 5-May) are visible. You will need to use the Number Format
dropdown list, select More Number Formats, and select the Date category.
C. Widen columns to make all data and headings visible. Format titles as appropriate. Bold and
center the column headings.
Your Sales Data worksheet will look something like this.
STEP 3: Sort Data and Create Summary Report and Chart
A. Before analyzing data, it is a good idea to copy the data to a new worksheet so that you have
a back-up copy of the original data. Right click on the Sales Data sheet tab and select Move or Copy.
Create a copy of the current spreadsheet and move it to the end. Name the sheet Sorted Data.
B. In order to sort the data, you may want to convert them to a data table. Format the data table
to look attractive.
C. Sort the data by selling agent (A to Z) and then by asking price (largest to smallest).
D. Convert the sorted data back into a range, and create a summary report showing the total
asking price and total selling price by selling agent.
E. Create a column chart that shows the difference by agent between asking price and selling
price.
STEP 4: Filter the Data
A. Create another copy of the original sales data. Rename the sheet Filtered Data.
B. Convert the range to a table, and then filter to show only those properties sold in Miami by
agent Carey.
STEP 5: Apply Conditional Formatting
You determine that one measure of how well the company "gets your price" is to set a scale. Excellent
performance is at or above the asking price. Good performance is between 95% and 100%. Below
95% is average performance. You will create conditional formatting rules to display graphically the
performance level for each sale. Make a copy of the original sales data chart. Name the new sheet
Conditional Format.
A. Select the data range and insert a table.
B. Use Advanced Formatting to set up the following conditional formatting rules for the field
Percent of Asking Price.
Greater than or equal to 100% = GREEN
95% to 99.9% = YELLOW
Less than 95% = RED
C. Use Percent of Asking Price as the Sort Key, and sort by color with green first, then yellow,
and then red.
STEP 6: Create a Pivot Table
Now that you have sorted, subtotaled, filtered, and conditionally formatted the data, you have a few
more questions to answer. You want to see average percentage of selling price by agent and by city.
This will allow you to see whether there are any patterns based on the city or based on the
salesperson. To do this kind of comparison, you decide to create a pivot table.
A. Open the Sales Data worksheet. Select the Sales Data range (A3:H33). From the Formulas
tab, select Define Name from the Defined Names group. Name the range of cells SalesData.
B. Create a pivot table based on the named range, SalesData. Create the pivot table in a new
worksheet.
C. Select Selling Agent as your Row Labels and City as your Column Labels. Select Percent of
Sales as your Values. Change the Summary type for Percent of Sales to average, the Number
Format to percent, and the Name to Average Percent of Asking Price. Apply Data Bars Conditional
Formatting to the percentages. Hide the Field Headers.
D. Rename the sheet PivotTable, and move it so that it is the last tab in the worksheet.
STEP 7: Draw a Conclusion
On the Documentation Sheet, add a section called Analysis. Based on your data analysis, do you
believe that Luke Liberty Realty should be allowed to advertise that they "Get your price?" Justify your
answer by referring to the data analysis you have just completed.
Submit your completed workbook to the Dropbox. Make sure you post a comment about what you
learned when submitting the file.

BIS 155 Lab 4 of 7: Create Address Labels

Create labels for the letters. The XYZ Corporation wishes to use
mailing labels to address the envelopes. They own 8 1/2 x 11" sheets of label
paper with 1" by 4" labels, which they purchased from Office
Depot.
Download the Lab 4, Step 3 Instructions.
A. Create
a new file for printing labels.
B. Merge data from your Excel spreadsheet into the new label
document.
Submit your completed workbook and the two Word
documents (merged letters and merged labels) to the Dropbox. Make sure you post
a comment about what you learned when submitting the files.
3: Create Address Labels (15 points)
Create labels for the letters. The XYZ Corporation wishes to use
mailing labels to address the envelopes. They own 8 1/2 x 11" sheets of label
paper with 1" by 4" labels, which they purchased from Office
Depot.
Download the Lab 4, Step 3 Instructions.
A. Create
a new file for printing labels.
B. Merge data from your Excel spreadsheet into the new label
document.
Submit your completed workbook and the two Word
documents (merged letters and merged labels) to the Dropbox. Make sure you post
a comment about what you learned when submitting the files.
Scenario/Summary
You work with the XYZ Corporation Charitable Trust allows you to
demonstrate your expertise with Excel. The trust is sponsoring an auction, and
you have received a list of all donors who have contributed to this auction. The
list was pulled from the Corporation's database as a comma separated text file.
You have been asked to create a letter that will go out to each of the
contributors that will accept their donation. Tickets to the event will be
enclosed. The letter requires that you provide the following pieces of
information:
Full Name and Address First Name Donated Item Value Number of tickets requested Deliverables
You will turn in one spreadsheet and two Word documents. You
will locate the following files in DocSharing (Lab Materials folder):
wk4_trust.txt and wk4_trust_letter.docx. You will submit the following three
items: one Excel spreadsheet (Lab4_yourlastname.xlsx), one letter
(Lab4_yourlastname.docx), and one sheet of labels
(Lab4_yourlastname_labels.docx). When submitting the workbook and Word
documents, provide a comment in the Dropbox comments area explaining what you
learned from completing this lab activity.
BSTEPS
STEP 1: Import text file into a
spreadsheet and clean up data (20 points)
Download the Lab 4, Step 1 Instructions.
A. Import the text file into Excel and save
as lab4_yourlastname.xlsx. Import only the data you will need for your
letter.
B. Separate the first and last names into two columns so that
you may use the first name in a Mail Merge. Make sure the fields are named
LastName and FirstName.
C. Check the accuracy of all data by using the Spelling tool in
the Proofing group.
STEP 2: Create Merge Document
(15 points)
Download the Lab 4, Step 2 Instructions.
A. Open the wk4_trust_letter document in Word. Make sure that
the document is in the same folder as the Excel spreadsheet. This will make it
easier to work with the two documents during the Merge process.
B. Merge information from your Excel spreadsheet into the Word
document. Your completed Merge will look like the following when
complete:

9/27/2007
XYZ Corporation Charitable Trust
123 Adams
Street
Pittsburgh, PA 15697

Shelly Martin
123 North
Street
Pittsburgh, PA 15697

Dear Shelly,

Thank you for


your generous donation to the XYZ Corporation Charitable Trust Fundraiser. We
are delighted to accep the following donation:

Item: Massage

Item
Value: $50.00

Enclosed you will find the 2 tickets you requested for this
Fundraising event, which will take place on Friday, October 24, 2007. We will
be looking forward to seeing you and giving your personal thanks.

Thank
you again for you support of the fund. The proceeds will support international
annual rescue efforts.

With Special thanks,

Jeoffrey
McMillan
Charitable Trust President
XYZ Corporation
3: Create Address Labels (15 points)
Create labels for the letters. The XYZ Corporation wishes to use
mailing labels to address the envelopes. They own 8 1/2 x 11" sheets of label
paper with 1" by 4" labels, which they purchased from Office
Depot.
Download the Lab 4, Step 3 Instructions.
A. Create
a new file for printing labels.
B. Merge data from your Excel spreadsheet into the new label
document.
Submit your completed workbook and the two Word
documents (merged letters and merged labels) to the Dropbox. Make sure you post
a comment about what you learned when submitting the files.

BIS 155 iLab 4 Student Education Trust Cre


ate Address Labels
You work with the Student Education Trust, which allows you to demonstrate your expertise with
Excel. The trust is sponsoring an auction, and you have received a list of all donors who have
contributed to this auction. The list was pulled from their database as a comma-separated text file.
You have been asked to create a letter that will go out to each of the contributors that will accept their
donation. Tickets to the event will be enclosed. The letter requires that you provide the following
pieces of information.
Full name and address
First name
Donated item
Value
Number of tickets requested
STEP 1: Import Text File Into a Spreadsheet and Clean up Data
A. Download the text file: Week4_iLab_MailingData_Student.txt. To complete the download, right
click on the file name and select Save Link As. The file will save to your local drive.
B. Open a new Excel file and import only the data from the txt file you will need for your letter
(i.e., excluding unnecessary columns).
C. Separate the first and last names into two columns so that you may use the first name in a
Mail Merge. Make sure the fields are named LastName and FirstName.
D. Check the accuracy of all data by using the Spelling tool in the Proofing group.
E. Add a documentation sheet that provides a spreadsheet title, author, date, and purpose.
Format the documentation sheet by applying a professional color scheme to the text. Ensure that the
sheet tab is named Documentation and that the documentation sheet is the first sheet in the
workbook.
STEP 2: Create Merge Document
A. Open the Week4_iLab_Trust_Template_Student.docx document in Word. Make sure that the
document is in the same folder as the Excel spreadsheet. This will make it easier to work with the two
documents during the Merge process.
Note: Be sure to name this file, using the naming conventions listed above.
B. Merge information from your Excel spreadsheet into the Word document. Your completed
merge will look like the following when complete.
9/27/2015
Student Education Trust
123 Adams Street
Pittsburgh, PA 15697
Shelly Martin
123 North Street
Pittsburgh, PA 15697
Dear Shelly,
Thank you for your generous donation to the Student Education Trust Fundraiser. We are delighted to
accept the following donation.
Item: Massage
Item Value: $50.00
Enclosed you will find the 2 tickets you requested for this Fundraising event, which will take place on
Friday, October 24, 2015. We will be looking forward to seeing you and giving your personal thanks.
Thank you again for you support of the fund. The proceeds will support international annual rescue
efforts.
With Special thanks,
Jeffrey McMillan
President
Student Education Trust
Accept all spelling suggestions in the document, and save document as described above.
STEP 3: Create Address Labels
Create labels for the letters. The Student Education Trust wishes to use mailing labels to address the
envelopes. They own 8 1/2 x 11" sheets of label paper with 1" by 4" labels, which they purchased
from the local Office supplies store. Note: Select a label type that is similar to this (i.e., 3 labels
across, and about 4" deep).
Note: Be especially aware of the extra spacing that Microsoft automatically provides (i.e., space after
paragraph), and be sure to make sure the labels are single spaced.
A. Create a new file for printing labels.
B. Merge data from your Excel spreadsheet into the new label document. You can assume that a
standard address block is required for the labels.
Submit your completed workbook and the two Word documents (merged letters and merged labels) to
the Dropbox. Make sure you post a comment about what you learned when submitting the fil

BIS 155 Lab 5 of 7: Bruno's Pizza Analysis


The owner of Bruno's Pizza, Joe Bruno, wants to evaluate the profitability of his three restaurants
before he expands further. He is particularly interested in the comparative results of three dining
categories, dine-in, pickup, and delivery. Joe has asked for your help in doing this analysis in return
for a small stipend and all the pizza you can eat. You have already prepared a template and
distributed it to each restaurant manager, who has entered the sales data for last year. Your next task
is to consolidate the data into a single workbook that shows the total sales for each quarter and each
dining category. The information should be shown in tabular, as well as graphical formats. You will
also create a documentation sheet so that Joe will know exactly what you have created.

BIS 155 iLab 5: Carina's Pizza Analysis (New)


The owner of Carina's Pizza, wants to evaluate the profitability of the three
restaurants before expanding further. They are particularly interested in the
comparative results of three dining categories, dine-in, pickup, and delivery.
Carina has asked for your help in doing this analysis in return for a small
stipend and all the pizza you can eat. You have already prepared a
template and distributed it to each restaurant manager, who has entered
the sales data for last year. Your next task is to consolidate the data into a
single workbook that shows the total sales for each quarter and each dining
category. The information should be shown in tabular, as well as graphical
formats. You will also create a documentation sheet so that Joe will know
exactly what you have created.
Lab Steps
STEP 1: Open all Worksheets and consolidate into a summary worksheet.
You will be using Week5_Lab5_Carinas_Summary_Student.xlsx the
partially completed Summary workbook and the completed Northside
Workbook, Southside Workbook, and Downtown Workbook.
Consolidate the data from the three completed worksheets into the
Summary workbook (Week5_Lab5_Carinas_Summary_Student.xlsx).
A. The individual worksheets for the three locations have been placed
in the single workbooks (Northside, Southside and Downtown) for you. Be
sure to practice the copying feature from multiple workbooks, as shown in
the tutorial videos.
B. Using the Consolidate feature and perform a summary consolidation
of the three locations into the provided summary worksheet page.
C. Rename the file that includes your consolidated summary
worksheet. File naming convention: If your name is Jane Doe, then your
files should be named very similar to: Doe_J_Week5_iLab.xlsx.
D. Close the Northside, Southside and Downtown Workbooks. Leave
your Summary workbook open.
STEP 2: Summarize Dining Categories by Quarter
You must provide a summary report of the dining category sales by quarter
for the year so that Joe Bruno knows exactly what each location is doing.
A. Create formulas to calculate sales by dining category and quarter on
the Summary Sheet.
B. Group the worksheets and add Grand Totals by Dining Category
and by Quarter.
STEP 3: Create Graph
Carina is more of a visual person, and you want to present your data in an
alternate way. You will create a chart to summarize your data.
A. Create a chart on the separate sheet already in your workbook.
Your chart should show the amount of income from each of the dining
categories displayed by quarter. A trend line might help her to see the area
of highest growth.
B. Include a title, legend, and data labels on your chart.
C. Format the chart to coordinate with your summary table, using the
same colors, fonts, titles, and clip art.
Need help? Review the Week 1 step-by-step instructions for charting. Hint:
Select clustered columns as your basic chart type. The following is a
suggested format (your answers may vary).
Image Description
STEP 4: Create a Documentation Sheet
You must document your worksheet with a professional-looking
documentation sheet before Carina can reimburse you for your work.
A. Insert a new worksheet and rename the sheet tab Documentation.
B. Include the following on your documentation worksheet: Your name
as author, date of creation, date of last modification, purpose. Create a
Contents section that lists the sheets in the workbook and provides a brief
description.
C. Format the documentation worksheet using the same colors and
font used in other worksheets and charts.
D. Hide the gridlines on the Documentation Sheet using the Page
Layout tab, Sheet Options group.
E. Group the worksheets and create a custom footer with your name
on the left, the page number in the middle, and the instructor's name on the
right.
F. Based on your analysis, do you think Carina should add another
store to her chain? Why or why not? Provide a comment on the
Documentation Sheet.
Submit your completed workbook to the Dropbox. Make sure you post a
comment about what you learned when submitting the file.
IMPORTANT: There are two iLabs this week, and there is a separate
Dropbox basket for each one. Be sure to submit your work for this iLab to
the Dropbox basket labeled Week 5: iLab 5.
BIS 155 Lab 6 of 7: Day Care Center
Your friend, Jane Morales, is considering opening a Day Care Center. She has started compiling her
assumptions and putting together an Income Statement. She has determined that she must make at
least $75,000 profit per year in order to start the business. She has asked you to analyze her Income
Statement and help her determine whether it is viable for her to start this business. You have agreed
to help her complete her Income Statement and to perform What-If analysis to help her look at her
potential profitability.
BIS 155 iLab 6 (Week 5) Day Care Center
Senario/Summary
Your friend, Adair Deske, is considering opening a day care center. She
has started compiling her assumptions and putting together an Income
Statement. She has determined that she must make at least $75,000 profit
per year in order to start the business. She has asked you to analyze her
Income Statement and help her determine whether it is viable for her to
start this business. You have agreed to help her complete her Income
Statement and to perform What-If analysis to help her look at her potential
profitability.
When submitting the workbook to the Dropbox, provide a comment in the
Dropbox comments area explaining what you learned from completing this
iLab activity.
Lab Steps
STEP 1: Open Worksheet and Complete the Income Statement
Adair needs your help in completing her Income Statement. She has
provided the basic assumptions, but you need to provide the calculations
that will be used as you perform What-If analysis.
A. Open Week5_Lab6_Adair_Daycare_Student.xlsx. Notice that Adair
has provided the basic assumptions concerning her costs and her revenue.
B. Complete the following calculations.
Revenue
Total Revenue: Multiply tuition per day times number of days by
number of children.
Variable expenses are those expenses that will depend on the number of
children served each year. Jane has provided the assumptions. Define
annual costs based on the cost per day multiplied by the number of
children multiplied by the number of days.
Food Expenses
Supply Expenses
Teacher Cost: Create a VLOOKUP function to determine the annual
teacher cost. The Lookup Value is the number of children. The Lookup
Table is in cells E3:F7. The Index Column is the second column in the
table. You want the closest match. Multiply the LOOKUP function times the
annual teacher salary.
Total Variable expenses: This will be the SUM of all of the Variable
Expenses (B17:B19).
Summary. Use formulas in these cells because you will wish to change the
values in your assumption section to see how these changes impact the
Net Income.
Total Revenue should refer to the Total Revenue cell (B14).
Total Expense is Variable Costs + Fixed Costs.
Net Income is Total Revenue - Total Expense
C. Rename the file according to the file naming conventions as shown
at the top of this page. Your Income Statement should look like the one
below, but it is important that you have created formulas rather than typing
in amounts. As you perform What-If analysis, the formulas will be
recalculated to show you the results of changing assumptions.Image
Description
STEP 2: Analyze the Difference in Total Expenses and Net Income When
You Vary the Number of Students
Adair desires to look at the differences in her net income depending on the
number of children she cares for. Her house will accommodate no more
than 15 children, and she believes she should have no less than six
children. Because you are varying only one of your assumptions, you can
develop a one-variable data table. A one-variable data table will allow you
to see the impact of changing one variableand see the results on multiple
outputs.
A. Set up the Data Table to display number of children from 6 through
15. Add a descriptive title to the Data Table.
B. Show the Expenses and Net Income for each change in number of
children.
C. Populate the Data Table using the Data tab, What-If analysis, Data
Table tool.
D. Apply Conditional Formatting to Net Income that is above $75,000.
Your final Data Table should look something like this.
STEP 3: Analyze the Difference in Net Income When You Vary the Number
of Students and the Charge Per Student
Adair also wishes to look at the impact on Net Income when she varies the
number of students and the charge per student. Use a two-variable data
table to analyze.
A. Set up the Data Table to display number of children as the row input
(615) and charge per student (3575 in $5 increments) as the column
input.
NOTE: In a Data Table, the information in the top row of the table is called
the row input and the information in the first column of the table is called
the column input. We usually think of the top row in Excel as a column
header and the labels in the first column as row labels, so this may seem a
bit confusing. Just remember, in a Data Table, the top row is row input; first
column is column input.
B. Enter Net Income in the result cell, and format this cell to display no
data.
C. Add a descriptive heading.
D. Create the data table and apply conditional formatting to Net
Income values over $75,000.
Your Data Table will look something like this.
STEP 4: Create Scenarios and a Scenario Summary
Adair wants to look at three scenarios. Be sure to save each scenario with
a unique name, and place the name of the scenario on the sheet, so that
when the scenario changes, the name on the sheet changes to match the
scenario.
Scenario Teacher Salary Supplies Number Tuition
1. Economy 15,000 25 15 35
2. Midrange 26,000 60 8 50
3. High 38,000 100 6 100
She wants to see the Net Income that would be achieved in each Scenario
and compare this to her original assumptions.
A. Name the cells that will be used in the Scenario.
B. Create the three Scenarios.
C. Create a Scenario Summary.
D. Move the Scenario Summary to the end of the workbook.
STEP 5: Create a Documentation Sheet and Provide a Recommendation
A. Add a documentation sheet to the beginning of the workbook.
Include Author, date Created, Last Modified, and Contents sections.
B. Provide a recommendation to Adair.
C. Format the documentation sheet to match the look and feel of the
other sheets in the workbook.
D. Add a graphic to the documentation sheet.
Submit your completed workbook to the Dropbox. Make sure you post a
comment about what you learned when submitting the file.
IMPORTANT: There are two iLabs this week, and there is a separate
Dropbox basket for each one. Be sure to submit your work for this iLab to
the Dropbox basket labeled Week 5: iLab 6.
BIS 155 iLab 7 (Week 6) Analysis of a business Scenario
Scenario/Summary
The purpose of this exercise is to use the Excel skills you have acquired
thus far, and apply them to an analysis of a business scenario, of your
choice. This will consist of preparing the groundwork in Excel (importing
data, preparing the analysis using tables, charts, graphs, pivot tables, etc.)
and preparing a memo to your management, explaining your three
separate analysis.
This is different than prior iLab assignments, in that there are no specific
instructions as to what type of analysis (i.e., Sales/Units/discounts by
Country/Rep/Product/Date/Category, etc.) is to be performed. The general
requirement is for you to prepare a minimum of three discrete analyses and
perform a write-up to management, using the memo format provided.
Remember that you are making a professional analysis and presentation,
so be sure to give some thought to what you are trying to recommend to
management, and why.
STEP 1: Import Your Data Into Excel
The ultimate goal is to prepare a memo to management, using the Week 6
iLab Memo Template. Before you begin working with Excel, it might be a
good idea to take a look at this template, so that you can envision your end
results.
In this first step you will open Excel and import the data from Week 6 iLab
Sales Data. This is a comma delimited file with column headers, and you
should be sure to format the "Order Date" as a date type column.
Remember to save the file as an Excel workbook, using the naming
convention shown above. I don't believe there is any reason to perform a
spell check, as there are just too many unique names of products in this
data.
Using a company name of your choice, format this data sheet in a
professional looking manner. Given the fact that you have a unit price and
quantity, it might help you to create another column to show the gross
revenue.
STEP 2: Convert Data to a Table Format
In this step, create a new worksheet, using a copy of your original data.
Convert the data to a table format. You may choose to use this table to
begin your analysis, through the use of sorting, filters, subtotals, and so on.
If you choose to do so, be sure to include an appropriate page title and
sheet name to describe your work.
STEP 3: Create the Three-Scenario Analysis
This is an opportunity to show your intuition, creativity, and Excel skills, so
be sure to provide good examples here, for each scenario that you present.
Analyze the Data
As mentioned, 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 iLabs for assistance in completing the
different types of analysis. There is a memo template that you will be using
to present your 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 the most sense?
STEP 4: Prepare the Management Analysis Memo
In this step you will use your Excel analysis, and prepare a write up of your
results, using the Week 6 iLab Memo Template Microsoft Word document.
Be sure to rename this file, using the file naming conventions shown above.
As the template states, your memo should include any textual explanation
of your analysis, to include any graphics that were presented in your
workbook. The write-up of your analysis should be formatted professionally.
Be sure to review your writing for spelling and grammar structure.
Your memo will focus at least 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.
You should include a final paragraph that explains three things you learned about using Excel for data
analysis. Be sure to submit your work for this iLab to the Dropbox basket labeled Week 6: iLab 7

BIS 155 Lab 7 of 7: Access Database


Hopefully you will find this week's lab activity fun and useful. If you have never created a database,
you will be able to tell all of your friends and family that you are now a database designer. You will
walk through the steps of creating and populating an Access database to keep a record of items in
your home. The database will have a table, a form, a query, and a report.
Turn in one database named Lab7_yourlastname.accdb to the DropBox. When submitting the
database, provide a comment in the Dropbox comments area explaining what you learned from
completing this lab activity.

BIS 155 iLab 8 (Week 7) Descriptive statistics, formatting, graphs, and regression analysis
Scenario/Summary
Hopefully you will find this week's iLab activity fun and useful. We'll be exploring the world of statistics
from a business perspective this week, allowing you to practice your skills with descriptive statistics,
formatting, graphs, and regression analysis.
As discussed in the lesson, the value of statistics lies in the ability to analyze data more effectively for
the purpose of improving decision making. You might have heard the expression that "statistics never
lie, and only liars use statistics". There is an obvious truth in this statement, in that, depending on the
questions being asked and the data collected, the statistics can skew reality.
For example, it is true that as ice cream sales increase, accidents at swimming pools increase. Does
this mean that the more ice cream that is sold, the more accidents it causes (correlation/causation)?
Of course not, but the data, if not interpreted correctly, could lead to false conclusions. It just so
happens that both are correlated to a rise in temperature in the summertime. The hotter it is outside,
the more kids flock to swimming pools, leading to more accidents, and the more ice cream is sold. So
you see, although statistics are vital in the world of decision making, you have to be wise, and ask the
right questions.

STEP 1: Getting StartedWorksheet Template


Please download this week's iLab file: Week7_iLab_Statistics
Your first step should be to save and rename this file according to the naming convention above.
It is recommended, as you work on this iLab, that you save your work often.
STEP 2: Create a Documentation Page
This will be a similar documentation page that you have used for all prior iLabs. Please refer to
instructions in iLab 1 for detailed instructions.
Be sure to place the documentation sheet as your first sheet.
STEP 3: Descriptive Statistics
The Data_1971_2000 worksheet is already loaded with data for you, which is the actual temperatures
for all of the U.S. states between 1971 and 2001. As you can see, the data already contains the
averagetemperature for each state, in both Fahrenheit and Celsius, along with the ranking of the
states, in terms of warmest average temperature (#1) to the lowest.
1. Freeze the top row, so that the column headers are visible as you scroll through the data.
2. At the bottom of the page, you are asked to provide the Count, Average, Median, Mode, Min,
and Max for each of the states for each of the data columns. The shaded area at the end of the states
is where these descriptive statistics should be entered.
3. To the right of the data, starting at approximately Texas (row 44), use the Data Analysis
feature to display the summary descriptive statistics for each temperature and the rank. Be sure to
shade and format your descriptive statistics (similar to the shading in Step #2 above) so as to be able
to read everything well.
As you read your results, you might note some interesting results. First and foremost, note how the
statistics associated with the rankings are virtually worthless, as they really don't provide any insight
to the data itself. This is a little of what I meant above when I talked about some statistics are junk,
and you have to be careful in how you ask your questions and interrupt the results.
STEP 4: Bar Chart and Summary Statistics
Using the BarChart worksheet, calculate the summary statistics shown at the bottom of the data, for
each of Bottles, Cans, and Plastic.
Create a bar chart to the right of the data, with a title of Marketing Campaign Results. You can choose
the colors that you want for each city's results, but make sure that you show the Y-axis labels to the
right and the X-axis labels on the bottom, along with the word City as their label.
STEP 5: Line Chart
Using the LineChart1 worksheet, calculate the average income for the ages listed. Then create a line
chart, with a title of Average Income by Age, with appropriate labels on the X and Y axis.
Your chart should be placed to the right of your data, on the same sheet.
STEP 6: Average and Median, With Line Chart
This step is very similar to the previous worksheet, except that there is an additional summary statistic
and you are working with multiple variables.
Calculate the average and median for both Income and Rent. As you look at your results, do you
notice the difference between the results? Does this better explain the difference between average
and median for you?
To the right of the data, on the same sheet, produce a line graph of the Income and Rent. Again, the
color of the lines is your choice. Use a chart heading of Average Income/Rent by Age. Be sure to
show your Income and Rent labels to the right of the chart, and a label of Age on the X axis and
Amount ($000) on the Y axis.
STEP 7: Regression Analysis and Scatter Graph
The data here is very simple, and not really a good example of using regression analysis, but the
process behind the exercise is the most important issue.
1. Create a scatter chart of the data, below the data, with a title of Revenue Growth.
2. Draw a trendline associated with the data points. Be sure to select the inclusion of the
Equation and R-squared values on the chart.
3. Perform a regression analysis on the data set. Remember to identify which of the variables
are dependent (Y axis) and independent (X axis) so as not to get confused on your input values.
Place the regression results, starting at cell I1, instead of using the default, which is a separate sheet.
Be sure to identify and highlight on the regression data, the R-squared value, the Intercepts point, and
the slope of the line.
STEP 8: Sorting Statistics
The data listed here is the first and last five presidents to have died of natural causes.
Many forget that simply sorting information in a specific format can provide meaningful information.
However, before we begin the multiple sorting exercise, simply complete the descriptive statistics at
the bottom of this group of presidents. There are multiple ways of calculating the average age for the
first and last five presidents, but for this exercise, use the AVERAGEIF function. Because there is not
a MEDIANIF function, you will have to do this one manually with your formula (not with a calculator).
Your next step is to copy the data for each president, excluding the ordinal column, to each of the
other two categories. For example, the column of President should start at cell G3, and at cell L3.
Once you have copied the data, reorder the data, with the second group by Age at Death, and the
third set by Year of Death.
You will most likely find this information very interesting. Some find it strange that the average age of
death of the first five and the last five presidents was less than a year different, especially given all the
advances in medicine.
STEP 9: Regression Analysis
Scenario: The owner of the Original Greek Diner has been advertising for the past year, and is now
ready to renew his contract. He needs to know if the advertising has been effective, so your task is to
take the prior year's data and perform a regression analysis to determine the correlation between
advertising expenditures and restaurant sales (revenues).
Using the GreekData sheet, prepare a scatter plot graph with a title of Revenues (Y), placed to the
right of the data on the same sheet. The data must be presentable, so you might want to use an
increment of $500 for the X axis. After creating the graph, which should include the Equation and R-
squared values, create a trend line. You should notice that there appears to be a close relationship
between advertising spending and revenues.
Your next task is to create the regression data on a separate sheet, labeled Greek Regression. As a
reminder, regression analysis is located on the Data -> Data Analysis menu. Be sure to highlight the
R-squared value in red, the Intercept value in blue, and the X variable 1 in green.
Based on this data, and what you have learned about regression thus far, what do you think the
owner should do?
Let me throw you a curve (pun intended). Suppose this restaurant is located near a baseball park,
and it just so happens that the days the owner advertised, there were baseball games playing on
those nights. Would you now have the same conclusions, or might you want to take the time to collect
more data?
Statistics are not perfect, but they can provide immeasurable insight into data analysis. You just have
to ask the right questions.
Be sure to submit your work for this iLab to the Dropbox basket labeled Week 7: iLab

BIS 155 Final Exam Guide (Cool Clocks, Inc.)


BIS155 Practical Final Exam Instructions 1 for Cool Clocks, Inc. (v2)
Complete the tasks below using Microsoft Excel. You may refer to your notes, the textbook, or other
resources (for example, you may search the Web for information). You may not get interactive help
from any other person (either in person or via email, text messaging, IM, or other communications
channels). I strongly recommend that you save your work frequently.

1. Formatting and charts (TCOs 1 & 3; 40 points)


a. Enter your name and today's date on the Documentation sheet
b. Select the Q1&Q2 sheet, and adjust the widths of the columns as needed
c. Center the title "Cool Clock, Inc. Sales by Product" across columns A-D, increase the
font size to 20, and change the font color to red.
d. Bold the column headings "Product", "Unit Price", "Quantity" and "Total Sales".
e. Add formulas to the Total Sales column to calculate the total sales for each product.
f. Add a grand total at the bottom of the Total Sales column, in cell D8.
g. Format the numbers in the Unit Price and Total Sales columns as accounting or
currency format with a dollar sign and two decimal places.
h. Create a 3-D pie chart on a separate sheet that displays the percentage of total sales
for each product & the product name. (Do not include the grand total in the pie chart!).
i. Make the title of the chart & the worksheet tab "Total Sales by Product".
j. Place each product percentage of sales inside its pie slice.
k. Place a legend for all products on the right side of the chart.
l. Move the sheet named Total Sales by Product with the pie chart immediately after
the Q1&Q2 sheet.
m. Save your work (CTRL+s) - (but leave it open to continue).

2. Formulas and applications (TCOs 2 & 7; 40 points).

a. On the Q1&Q2 sheet, in cell E8, add a formula using a lookup function that will look up the
grand total in cell D8 in the table of sales and assessments in A11:B13, and display the
corresponding assessment. Use a range lookup. (For example, if the grand total of $12,500 is
displayed in cell D8, "Good" should be displayed in cell E8.)
b. In cell E9 enter the label Highest Sales. In F9 enter a formula using a function to display the
highest total sales value for any product.
c. In cell E10 enter the label Lowest Sales. In F10 enter a formula using a function to display the
lowest total sales value for any product.
d. In cell E11 enter the label Average Sales. In F11 enter a formula using a function to display
the average total sales value for all products.
e. Format the labels and statistics (Highest Sales, Lowest Sales, and Average Sales) to display
an outline (exterior border) around these cells for readability. Resize all columns for visibility.
f. Add comments to cells F9, F10, and F11. In your comments, explain briefly in your own words
what is displayed in each cell.
g. Add gridlines and cell formatting and color formatting to cells A10:B13.
h. Add a top and double bottom border to cell D8.
i. Protect the worksheet so the contents cannot be accidentally changed by a user. Do not use
a password.
j. Save your work (CTRL+s) - (but leave it open to continue).

3. Data cleansing, lists, sorting, conditional formatting, and pivot tables (TCOs 4 & 8; 40
points).

a. On the Q3 sheet, adjust the widths of the columns as needed.


b. Column C contains each customers combined first and last name. Insert two empty columns
to the right of column C, and use an Excel feature to separate the customers first names and
last names into the new columns. In the first row, label the new columns Customer First
Name and Customer Last Name. After doing this, delete the original Customer Name column.
Resize the columns.
c. Convert the list of orders (A1 J21) into an Excel table.
d. Sort the table into descending order (highest to lowest) by Order Amount.
e. Apply conditional formatting to the Order Amount column so that order amounts greater than
$100 are highlighted in green.
f. Convert the table back into a range.
g. Create a pivot table on a new worksheet that uses Customer Country as the row field,
Product as the column field, and the sum of Order Amount as the values.
h. Place this sheet immediately after the Q3 sheet, labeled Q3-Pivot.
i. Format the cells in the Pivot table using all borders with accounting or currency format with 2
decimal places. Add gridlines to the Pivot table.
j. Save your work (CTRL+s) - (but leave it open to continue).

4. Data consolidation, analysis, and reporting (TCOs 5 & 9; 40 points)


a. Group the four sheets Q4 East, Q4 Central, Q4 West, and Q4 Summary.
b. While the sheets are grouped, bold the labels in row 1 and column A, and format the values in
cells B2:E5 as currency with no decimal places. Resize all columns.
c. Ungroup the sheets (very important!).
d. On the Q4 Summary sheet, use 3D formulas to create a summary that displays the totals for
each product and quarter over all 3 regions (East, Central, and West).
e. Create a clustered column chart that shows total sales of each product in each quarter. Each
cluster should represent a quarter, and each individual column should represent sales of a product
within that quarter. Place your chart on the Q4 Summary sheet to the right of the data. Give the chart
an appropriate title.
f. Add a trend line to the chart to show how sales of alarm clocks are changing over time.
g. In the space provided on the Q4 Summary sheet, write a brief (2-3 paragraph) analysis report to
the manager of the Cool Clocks business. In your report, explain your findings on the trend in sales of
alarm clocks, and any other patterns you observed in sales of the product categories; and
recommend at least one specific action that Cool Clocks should take regarding the alarm clocks
product line.

h. Save your work (CTRL+s) - (but leave it open to continue).

5. What-if analysis (TCO 6; 40 points)


a. On the Q5 sheet, please format the Title row at the top of the worksheet stating Detailed Sales
What-if Analysis. Make sure it is centered across columns A G and has a heading format.
b. Enter formulas in cells B6, B7, and B8 to calculate the total sales, total cost, and net income for
a new product line, based on the projected unit sales, unit price and unit cost provided.
c. Adjust column widths as needed and format all values except unit sales as currency with no
decimal places.
d. Complete the one-variable data table under the heading Effect of Varying Unit Sales on Total
Sales, Total Cost, and Net Income to calculate the total sales, total cost and net income for projected
sales of 80, 90, 100, 110, and 120 units.
e. Complete the two-variable data table under the heading Effect on Net Income of Varying Unit
Sales and Unit Price to calculate the net income for projected sales of 80, 90, 100, 110, and 120
units at unit prices of $4, $5, $6, $7, and $8.
f. Format cells A3 B8 with a thick box border.
g. Format the one-variable data table with themed cell style. Make sure the Initial values, Total
Sales, Total Cost and Net Income have an accent color.
h. Format the two-variable data table with a themed cell style. Make sure the initial values for the
horizontal and vertical have an accent color.
i. Add conditional formatting to the one-variable data table. Format the top 10% with green fill.
Format the bottom 10% with red fill.

j. Save your work (CTRL+s) and close.

BIS 155 Final Exam Guide (Music on Demand)


Complete the tasks below using Microsoft Excel. You may refer to your notes, the textbook, or other
resources such as the Web You may not get interactive help from any other person, either in person
or via email, text messaging, instant messaging, or other communications channels. I strongly
recommend that you save your work frequently.
You have 4 hours to complete this exam.
Note: Be sure to spell check on every worksheet and correct all spelling errors.
Getting started
Open Excel (either on your desktop or in Citrix)
If you are using Citrix, you need to upload the spreadsheet to your virtual drive before you can open it
in Excel
Open the Practical Exam spreadsheet you downloaded from the course Exam page.Save the
spreadsheet as LastnameFirstInitial Week8 FinalExam.xlsx. (i.e., if your name were Jane Doe, your
file name would be: DoeJ Week8 FinalExam.xlsx)
Questions/Problems
Formatting and charts (TCOs 1, 2, and 3; 30 points) Using the Documentation sheet:
a. Enter your name and today's date.

Using the Quest 1 & 2 worksheet:

Adjust the widths of the columns so all data is visible.


Center the title "Music on Demand - Sales by Product" across columns A-D.
Increase the font size to 16, and change the font color to red.
Bold the column headings "Product", "Unit Price", "Quantity", and "Total Sales".
Add formulas to the Total Sales column to calculate the total sales for each product.
Add a grand total at the bottom of the Total Sales and Quantity columns.
Format grand totals so that they are easily read.
Format the numbers in the Unit Price and Total Sales columns as accounting or currency format with
a dollar sign and two decimal places. Format appropriately.
Correct spelling by using the Spell Check feature.
Create a 3-D pie chart on a separate sheet (Chart1) that displays the total sales for each product. (Do
not include the grand total in the pie chart!)
Move the chart to a new worksheet titled Chart 1.
Make the title of the chart "Total Sales by Product".
Place each product name and its percentage of sales at or inside its pie slice, with product names off
to the right as well.
Move the Chart1 pie chart worksheet immediately after the Quest 1&2 sheet.
Save your work (CTRL+s).
Formulas, applications and statistical functions (TCOs 2, 3, 6, and 10; 30 points) Using the Quest 1 &
2 worksheet.
Draw a box around the table at A22-B25, with a light shading color for the column labels.
In cell E18, add a formula using a lookup function that will look up the grand total in cell D18 in the
table of sales and assessments in A22:B25, and display the corresponding assessment. (For
example, if the grand total of $505 is displayed in cell D18, "Good" should be displayed in cell E18.)
In cell E19 add the label Highest Sales. In F19 add the function formula for Maximum based on the
Total Sales column.
In cell E20 add the label Lowest Sales. In F20 add the function formula for Minimum based on the
Total Sales column.
In cell E21 add the label Average Sales. In F21 add the function formula for Average based on the
Total Sales column.
Place a border around the statistics data and widen columns as needed for readability.
Save your work (CTRL+s).
Lists, sorting, charts, and conditional formatting (Excel; TCOs 4 and 6; 40 points) Using the Quest 1
& 2 Worksheet:
Convert the list of products, unit prices, quantities, and total sales in A3:D17 into a table on the Quest
3 Lists & Sorting sheet starting in cell A1.
Using the Quest 3 Lists & Sorting worksheet:
Sort the table into descending order (highest to lowest) by Total Sales.
Apply conditional formatting to the Total Sales column so that sales greater than $1,000 are
highlighted in green.
Create a pivot table using the table data from Quest 1 & 2 on a new sheet and name it MoD-3b. Then
move it after Quest 3 Lists & Sorting. Create a pivot showing the list of products in alphabetical
order, showing total sales by product with appropriate currency formatting.
Create, on this same sheet, a line graph using the sales data from the pivot table. Add chart title and
labels as appropriate.
Save your work (CTRL+s).
Functions and Financials (TCOs 2, 6, and 7; 30 points)
Using the Quest 4-Financials worksheet:
Complete the Profit and Loss Statement provided by adding formulas (referenced shaded cell
locations) and using the product and Total Sales data already included in Quest 1 & 2. Note: Do not
just re-key the data, but use references from the original data.

Format the Total Revenue, Expenses, and Net Income in bold, and choose a fill color for the Net
Income.
Perform a one-way analysis (i.e., Week5, iLab 6) to see at what sales volume level MP3 player sales
add at least $1,000 to net income. Apply conditional formatting to the options that produce at least
$1,000 in net income in the above table.
Format all the numeric data and labels on the worksheet using consistent and business like formatting
options.
Save your work (CTRL+s).
Continue using the Quest 4 Financials worksheet:
Music on Demand (MoD) wants to apply for a 20-year loan and they need to know how much the
monthly payment will be with a $10,000 down payment or a $20,000 down payment on a loan of
$160,000. The annual interest rate is 3% and payment is assumed to be made at the end of the
period.
Complete the chart and calculate the monthly payment, using an Excel function.
Secure/Protect, without a password, the Quest 4-Financials worksheet tab.
Save your work (CTRL+s).
Organization, Planning and Consolidation Strategies (TCOs 5, 7, & 8; 40 Points) Using the Quest 5
Organizing Data worksheet:
Consolidate the information on the Quest 5-Organizing Data sheet from the three (3) worksheets (DC
Branch, Houston Branch, and LA Branch), using consolidation strategies that include:
Group sheets and use the auto-fill to complete the list of months in Column A and add totals for rows
and columns.
Apply formatting to column headings and merge and center a title across row 1 for each sheet.
Open the blank worksheet, Quest 5-Organizing Data, and on the data tab click consolidate.
Choose the sum function to sum the data.
Add each worksheet to the consolidated Summary.
As an alternative to steps 3-5 above, use 3-D referencing to summarize the data.
Add row and column summary totals on the Quest 5-Organizing Data Worksheet.
Summarize your results using an appropriate chart type and place it below the summarized data.
Spell check the worksheet.
Save your work (CTRL+s).
Analysis, Summary and Recommendation (TCOs 8, and 9; 30 Points).
Analyze the results from Quest 5-Organizing Data worksheet and create a report/memo with the
following:
Identify the top two selling items and the two lowest selling items.
Add a Chart/Table (s) to reflect your results or use the chart created in step 5
Offer management a recommendation to improve the business based upon your analysis.
List at least two Lessons Learned from your course experience.
Save and close your Excel file.

BIS 155 Week 1 DQ Getting Familiar With Excel


Excel was introduced in 1985. Since then, it has become a standard business tool.

1. Discuss and explain at least six different (unique) features of Excel that make it a valuable
business tool.
2. Discuss what type of Excel skills would be important in todays job market and why. Be
specific.
Note: In addition to the Microsoft Excel 2013 overview in the Course Home, there are many Excel
resources, in addition to your text, on the Web. For example, try an Internet search on "top ten Excel
2013 features" and sift through some of the resources. Be sure to read your classmates posts, and
see how many features you can find that haven't been listed yet.
BIS 155 Week 1 Quiz (Excel Fundamentals and Charting)
Week 1 Quiz

(TCO 1) Which of the following describes the function of the Formula Bar (as it applies to Excel
2010)? (Points : 2)
(TCO 1) Which of the following best describes a cell address? (Points : 2)
(TCO 1) If you wanted to insert the current date into an active cell, which of the following would you
use? (Points : 2)
(TCO 1) In Excel a Formula is _______. (Points : 2)
(TCO 1) Which of the following describes the Auto Fill in Excel 2010? (Points : 2)
(TCO 1) Ribbon Commands with arrows indicate_____. (Points : 2)
(TCO 1) The three types of data that can be entered in a cell in an Excel worksheet are
__________. (Points : 2)
(TCO1) In Excel, a border ________. (Points : 2)
(TCO 3) A data series is a group of related ____________. (Points : 2)
(TCO 3) A __________ is usually the most effective way to display proportional relationships, such
as market share data, where the individual data values represent parts of a whole. (Points : 2)
(TCO 3) When creating a chart in Excel, a single data series _____. (Points : 2)
(TCO 3) To display similar data in a single column, with each series of data distinguished by a
different color, use a: (Points : 2)
(TCO 3) To provide your viewers with an explanation of the representations of the colors utilized in
the data series in your chart, provide a: (Points : 2)
(TCO 3) Which of the following best describes the X Y (scatter) chart? (Points : 2)
(TCO 3) Which of the following best describes a trendline? (Points : 2)
BIS 155 Week 1 Quiz (New)
Question 1. Question : (TCO 1) An Input Area (as it applies to Excel 2013) is defined as_____.
a range of cells containing results based on the output area
displays the name of a worksheet within a workbook
a range of cells containing values for variables used in formulas

Question 2. Question : (TCO 1) In Excel 2013, a cell is best described by which of the
following?
Must have formulas entered into it
Cannot be used for labels or headings
Must have text entered into it

Question 3. Question : (TCO 1) Which of the following best describes the active cell?
Is where all the functions of the database perform the calculations
Is the cell that always holds the current date
Is the location of the insertion point as indicated by a dark border
Is where all the formulas of the workbook do the math

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

Question 6. Question : (TCO 1) Which of the following would allow you to adjust the column
width and/or row height of many cells at once?
Just type longer or taller formulas in some of them.
Click and drag across the cells to select them and use any sizing method you choose.
Drag the fill handle across the cells.
Type A1 in the Go To dialog box.

Question 7. Question : (TCO 1) Which of the following best describes a range in Excel 2013?
Cannot be selected with the mouse
Are the numbers that fall between the smallest and largest in the formula
Is another word for the active worksheet
Refers to a group of adjacent or contiguous cells

Question 8. Question : (TCO 1) In Excel, a border _____. is data from another cell that is only
temporarily residing in the active cell
is a line that surrounds a cell or a range of cells
never prints
is preset and weight cannot be adjusted

Question 9. Question : (TCO 3) A data series is a group of related _____.


charts on a worksheet
category labels on a horizontal axis
data points on a chart
numerical values on a vertical axis

Question 10. Question : (TCO 3) Which best describes a data point?


A numeric value that describes a single value on a chart
A group of related data points
Displays data comparisons vertically in columns
Text that describes a collection of data points in a chart

Question 11. Question : (TCO 3) When creating a chart in Excel, a single data series _____.
compares values for one set of data
groups or clusters similar data in columns to compare values across categories
is a key that identifies the color, gradient, picture, texture, or pattern fill assigned to each data series
in a chart
compares two or more sets of data in one chart

Question 12. Question : (TCO 3) Stock market or economic trends over long periods of time are
frequently shown on a _____.
line chart
bar chart
pie chart
doughnut chart

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) When you select a chart, Excel displays a Chart Tools
contextual tab with three specific tabs
Design, Layout, and Format.
Home, Insert, and Page Layout.
Chart, Type, and Formulas.
Data, Review, and Data.

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.
BIS 155 Week 2 DQ Formulas and Functions
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. Review your classmates posts to make
sure that you're not duplicating formulas/functions already discussed. Using the following scenarios,
discuss how you would apply the Excel functions or create a formula to solve the scenario. Be
specific!

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 4050 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.
BIS 155 Week 2 Quiz (Excel s Advanced Formulas & Functions)
Week 2 Quiz

1. (TCO 2) An absolute cell reference: (Points : 2)


2. (TCO 2) Which of the following best describes a circular reference? (Points: 2)
3. (TCO 2) =$E2-G$4 contains examples of _____ cell references. (Points: 2)
4. (TCO 2) In Excel, an Argument would be best described by which of the following
statements? (Points: 2)
5. (TCO 2) The MEDIAN function would identify the ____. (Points: 2)
6. (TCO 2) The MAX function identifies the _____. (Points: 2)
7. (TCO 2) The NOW function would perform which of the following? (Points:2)
8. (TCO 2) The _____ number is the number of the column in the lookup table that contains the
return values. (Points : 2)
9. (TCO 2) Arithmetic operations, cell references, and ____can be used in Excel
formulas. (Points : 2)
10. (TCO 2) To simplify entering ranges in formulas, you can use _____. (Points : 2)
11. (TCO 7) A _____ helps to ensure consistency and standardization for similar workbooks,
such as detailed income statements for all 12 months in a year. (Points : 2)
12. (TCO 2) When calculating a PMT function, the PV is best described by which of the following?
(Points : 2)
13. (TCO 7) Before protecting a worksheet, you should __ the cells that you want users to be able
to edit. (Points : 2)
14. (TCO 7) Which of the following file formats can store macros? (Points : 2)
15. (TCO 7) By default, Excel automatically _____ macros and displays a security warning when
a file containing macros is opened. (Points : 2)

BIS 155 Week 2 Quiz


Question 1. Question : (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) Which of the following best describes a mixed cell reference?
Occurs when a formula directly or indirectly refers to the cell containing the formula
Causes a potential error
Contains absolute or relative cell references, but not both
Contains both an absolute and a relative cell reference

Question 3. Question : (TCO 2) You have a cell that contains the formula =A1*2. When you
copy this formula to other cells, you want it to always reference column A, but you want the row
number to change automatically. You should make the A1 in this formula a(n) _____ cell reference.
abstract
relative
mixed
absolute

Question 4. Question : (TCO 2) In Excel, an argument would be best described by which of


the following statements?
Calculates the total of values contained in two or more cells
Is an input, such as a cell reference or a value needed to complete a function
Is a small pop-up description that displays the results of the cell

Question 5. Question : (TCO 2) Which of the following describes the AVERAGE function?
Calculates the arithmetic mean of values in a range
Identifies the midpoint value in a set of values
Identifies the highest value in a range
Displays the lowest value in a range

Question 6. Question : (TCO 2) The MIN function would identify the _____.
highest value in a range
Tallies of the number of blank cells in a range
lowest value in a range
midpoint value in a range

Question 7. Question : (TCO 2) The NOW function would perform which of the following?
Contains another function embedded inside one or more of its arguments
Evaluates a condition and returns one value if the condition is true and a different value if the
condition is false
Evaluates true or false
Displays the current date and time

Question 8. Question : (TCO 2) The _____ number is the number of the column in the lookup
table that contains the return values.
lookup value
column index
lookup table
random

Question 9. Question : (TCO 2) Arithmetic operations, cell references, and _____ can be used
in Excel formulas.
constants
macros
programs
procedures

Question 10. Question : (TCO 2) To simplify entering ranges in formulas, you can use _____.
range names
a cell's relative location
both an absolute and a relative cell reference
a cell's specific location

Question 11. Question : (TCO 2) When calculating a PMT function, the RATE would be
described best 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 a word or a string of characters that represent one or more cells.
It is the present value of the loan.

Question 12. Question : (TCO 7) A _____ helps to ensure consistency and standardization for
similar workbooks, such as detailed income statements for all 12 months in a year.
template
macro
web query
function

Question 13. Question : (TCO 7) To unlock cells, click the _____ tab, then click Format in the
Cells group and select Lock Cell.
home
page layout
data
view

Question 14. Question : (TCO 7) You must _____ the recording of the macro when you have
completed the tasks it was designed to do.
begin
stop
copy
paste

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

BIS 155 Week 3 DQ Data Analysis Tools


1. Excel provides many different ways in which to analyze data. Discuss the different methods
by which you can analyze data in your spreadsheet. That is, try an Internet search for "data
analysis with excel" or use some of the methods you learned in this week's lesson. P.S.
Please don't use the same methods. Show your research and creativity skills.
2. Assume the role of a regional manager for a retail organization looking at ways to analyze the
large amounts of sales data you have. Give some examples.

Note: As you answer these questions, a recommended approach would be to attach a sample Excel
spreadsheet that you can use to illustrate your answers.
BIS 155 Week 3 Quiz (Data Analysis Functions)
Week 3 Quiz

1. (TCO 4) If there are certain columns of information that are not needed at a particular time but
might be needed later,_ the unneeded columns to allow users to focus on only the essential
information. (Points:2)
2. (TCO 4) In Excel, the print area is defined as _____. (Points : 2)
3. (TCO 4) When sorting in Excel, it arranges records in a table _____. (Points : 2)
4. (TCO 4) Filtering the Cost column (field) to show only records greater than $10,000 is......__.
(Points:2)
5. (TCO 4) To create a new Conditional Formatting Rule, _____. (Points : 2)
6. (TCO 4) In addition to sorting and filtering cells by content, you can sort and/or filter by _____.
(Points : 2)
7. (TCO 4) When data is grouped, the margin area displays the _____. (Points : 2)
8. (TCO 4) A _____ allows you to identify relationships between variables in your data. (Points :
2)
9. (TCO 4) Data mining techniques such as PivotTables can detect _____ of data. (Points : 2)
10. (TCO 4) A faster way to expand all categories at one time is to click _____. (Points : 2)
11. (TCO 4) Data displayed in the PivotTable will be updated _____. (Points : 2)
12. (TCO 4) A quick way to display the Go to dialog box is to press the _____ key(s). (Points : 2)
13. (TCO 4) After a PivotChart has been created, the PivotTable Settings can still be
changed....___.(Points:2)
14. (TCO 4) To build a PivotTable and PivotChart at the same time, click the PivotTable
arrow......__. (Points:2)
15. (TCO 4) Which of the following will NOT delete a PivotChart? (Points : 2)

BIS 155 Week 3 Quiz (New)


Question 1. Question : (TCO 4) If there are certain columns of information that are not needed
at a particular time but might be needed later, _____ the unneeded columns to allow users to focus
on only the essential information.
hide
delete
freeze
format

Question 2. Question : (TCO 4) In Excel, the print area is defined as _____.


an individual piece of data, such as a last name
a complete set of data for an entity
the sequence in which pages print
the range of data to print

Question 3. Question : (TCO 4) When sorting in Excel, it arranges records in a table _____.
by the number of pages in the worksheet
by the number of pages in the workbook
by the value in field(s) within a table
by permanently removing extraneous data

Question 4. Question : (TCO 4) Filtering the Last_Name column (field) to show only records
that begin with the letter S is an application of _____.
the use of a table element as a formula
a Number Filter
a Text Filter
a Date 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 pivot table
a multiple level sort
conditional formatting
a range name

Question 6. Question : (TCO 4) In addition to sorting and filtering cells by content, you can sort
and/or filter by _____.
top/bottom rules
conditional formatting
icon sets
the data bar
Question 7. Question : (TCO 4) For subtotals to be useful and accurate, it is important that the
data be _____ correctly.
sorted
formatted
aligned
labeled

Question 8. Question : (TCO 4) _____ are created to organize and summarize data in pivot
tables.
Categories
Types
Titles
Levels

Question 9. Question : (TCO 4) Data mining techniques, such as pivot tables can detect
_____ of data.
patterns
categories
styles
groups

Question 10. Question : (TCO 4) To create a calculated field, select _____ located on the Pivot
Table Tools Options tab.
Calculations
Tools
Pivot Table Calculation
None of the above

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) To go to the top of your spreadsheet quickly, use the _____
key(s).
Ctrl+End
Arrow
Ctrl+Home
Esc

Question 14. Question : (TCO 4) When Excel creates a PivotChart it uses the current
PivotTable settings - if you want to change that data you might use
Insert PivotTable
Insert Function
PivotTable Field List
Filter Connections

Question 15. Question : (TCO 4) Which of the following will NOT delete a pivot chart?
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 pivot chart off the worksheet
BIS 155 Week 4 DQ Excel Data Exchange
Excel 2013 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? Think of some specific examples.
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.
(Be certain to include your references from your research.)

BIS 155 Week 4 Quiz


Question 1. Question : (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) To create a connection between the original data source and
the imported data in Excel, use the _____ on the Data tab.
Data Validation command
Connection command
Edit Links command
Commands in the Get External Data group

Question 3. Question : (TCO 8) All of the following will display data range properties EXCEPT
click Properties in the Connections Group.
click Edit Links.
click Refresh All arrow and select Connection Properties.
click Connections then click Properties.

Question 4. Question : (TCO 8) Text to Columns command splits text in one column into
separate _____.
columns
rows
worksheets
workbooks

Question 5. Question : (TCO 8) Which of the following is an example of a text string?


=B5*B7
=SUM(A5:A10)
=IF(B3>B4, B3)
John Doe

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 cannot be used in a CONCATENATE


function?
Text
Numbers
Multiple-cell references
Single-cell references
Question 8. Question : (TCO 8) In Microsoft Word, the commands used to perform a mail
merge are found on the _____ tab of the Ribbon.
Merge
Mailings
Home
Review

Question 9. Question : (TCO 8) In Excel, the Compare and Merge command is located on
which of the following tabs?
Review tab
Data tab
File tab
None of the above

Question 10. Question : (TCO 8) An alternative method for inserting a comment in a cell
includes
typing the comment into the cell and then clicking New Comment.
right-click the cell and choose Insert Comment.
left-click the cell and choose Insert Comment.
clicking paste on the Home tab after typing in the comment.

Question 11. Question : (TCO 8) The _____ tab on the Page Setup dialog box provides options
for printing comments.
Page
Margins
Header/Footer
Sheet

Question 12. Question : (TCO 8) The command to send an Excel workbook by e-mail is located
on the _____ tab.
File, Share
Home, Send
File, Options
View, Email

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
BIS 155 Week 4 Quiz (Office Integration and Mail Merge)
Week 4 Quiz
1. (TCO 8) Which of the following is one of the most common file types imported into
Excel? (Points : 2)
2. (TCO 8) Which of the following is NOT a text file? (Points : 2)
3. (TCO 8) Which of the following is NOT a method for refreshing data? (Points : 2)
4. (TCO 8) The Convert Text to Columns Wizard allows you to choose the file type, such as
Delimited____(Points:2)
5. (TCO 8) Which of the following is a frequently used function to manipulate txt? (Points : 2)
6. (TCO 8) To change the text string Jack Doe to JACK DOE, use the ________
function. (Points : 2)
7. (TCO 8) Which of the following cannot be used in a CONCATENATE function? (Points : 2)
8. (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....... (Points : 2)
9. (TCO 8) The New Comment command is located on the ________ tab. (Points : 2)
10. (TCO 8) An alternative method for inserting a comment in a cell includes: (Points : 2)
11. (TCO 8) The command to track changes is located on the ________ tab. (Points : 2)
12. (TCO 8) The command to send an Excel workbook by e-mail is located on the ________
tab. (Points:2)
13. (TCO 8) Windows can search for files by author name or keywords that have been entered
into_(Points:2)
14. (TCO 8) Which function is similar to the Find and Replace feature? (Points : 2)
15. (TCO 8) To encrypt a workbook with a password, click Info on the File tab, click
_____...... (Points : 2)

BIS 155 Week 5 DQ Data Consolidation and What-If Analysis


1. Discuss and compare the group summations and What-If analysis (Consolidation) Excel tools.
You may need to look up (research) the group summations.
2. Under what circumstances would you use each of these features? Do they both serve the
same purpose, or is each one used under different scenarios? Give examples of how each
can be used.

Please include your research references in APA format.


BIS 155 Week 5 Quiz (Consolidating Data and What-If Analysis)
1. (TCO 5) When multiple worksheets are selected, the word ________ appears in the title bar.
(Points : 2)
2. (TCO 5) In Excel, which of the following would you perform to group adjacent worksheets?
(Points : 2)
3. (TCO 5) When two windows of the same workbook are opened, Excel adds ________ to
the.... (Points:2)
4. (TCO 5) After saving the arrangement of windows, a workbook can be opened by opening
__file. (Points:2)
5. (TCO 5) Which of the following functions do NOT work with 3D formulas? (Points : 2)
6. (TCO 5) Excel's ability to manage worksheets allows you to do all EXCEPT: (Points : 2)
7. (TCO 5) If A1 contains the hourly pay rate of $10.25, A2 contains the hours worked (40), and
A3 contains =A1*A2, which cell is the dependent cell(s)? (Points : 2)
8. (TCO 6) In a what-if analysis of a car purchase, the original interest rates of 6% and 5%, 5.5%
and 6.5% are the ________ values. (Points : 2)
9. (TCO 6) Which What-If Analysis tool would be best at comparing the combined effects of.....?
(Points : 2)
10. (TCO 6) After entering the substitution values and the reference to a formula, the next step to
complete a two-variable data table and view the results is to: (Points : 2)
11. (TCO 6) The Goal Seek command is located in the ________ command on the Data tab.
(Points : 2)
12. (TCO 6) Which of the following is NOT in the What-If Analysis command in the Data
Tools.....? (Points:2)
13. (TCO 6) Which of the following is NOT one of the three parameters in Solver? (Points : 2)
14. (TCO 6) Which of the following is NOT required for Solver to generate a solution? (Points : 2)
15. (TCO 6) The initial results of a Goal Seek are: (Points : 2)

BIS 155 Week 5 Quiz


Question 1. Question : (TCO 5) The tabs of grouped worksheets are displayed with a _____
background.
gray
yellow
blue
white

Question 2. Question : (TCO 5) If several worksheets are grouped and you enter a formula in
cell A10 in one of the grouped sheets:
the same formula is entered into all grouped worksheets.
the formula changes by one row in each grouped worksheet.
the formula changes by one column in each grouped worksheet.
nothing happens to the other sheets.

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) In Excel, which of the following is NOT a method for splitting a
worksheet?
Drag a split box.
Double-click a split box.
Right-click in the active cell and click Split.
Click Split in the Window group on the View tab.

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) Which formula would return the #NAME? error?
=SUM(B6.B12)
=MAX(B6:B12)
=AVG(B6:B12)
=IF(A6="Atlanta",A3,0)

Question 7. Question : (TCO 5) If A1 contains the hourly pay rate of $10.25, A2 contains the
hours worked (40), and A3 contains =A1*A2, which cell is the dependent cell(s)?
A1
A2
A3
A1 & A2

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) After entering the substitution values and the reference to a
formula, the next step to complete a two-variable data table and view the results is to
enter the cell references in the Column input cell box.
enter the cell references in the Row input cell box.
click the What-If analysis command.
drag to select the data table boundaries.

Question 11. Question : (TCO 6) The Goal Seek command is located in the _____ command
on the Data tab.
What-If Analysis
Data Validation
Consolidate
Advanced

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) Where is Solver located if it is already loaded onto Excel?
Add-Ins tab
Formulas tab
Analysis group on the Data tab
Data Tools group on the Data tab

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) Which of the following has to be loaded onto Excel?
Goal Seek
Solver
Scenario Manager
Data Tables

BIS 155 Week 6 Course Project Excel Project


Objective
The 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.
Guidelines
Organize the Data
Data imported from SalesData.csv text file located in Course Project Materials in DocSharing.
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 Report
Use the integration techniques we worked on in the course to develop a report (Word document) that
includes data and graphs copied and pasted from your spreadsheet. You will turn in both your
Recommendation Report and your spreadsheet. (There is an Excel Project Template in DocSharing,
Course Project Materials, to help you formulate your report. The yellow-lined information provides an
explanation of what should be included in each section of the report.)

Your report 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
analysis. (15 points)
BIS 155 Week 6 DQ Bringing It All Together
This week will be an opportunity to share ideas and approaches to the Excel course project due this
week.

1. What are some spreadsheet features you will use to make your spreadsheet professional,
readable, reliable, and repeatable?

This is an opportunity to show your creativity and depth of understanding of what you have
learned up to this point.
2. Which spreadsheet functions and data analysis types do you think will be the most
challenging to implement in this project?
You will need to have reviewed the project requirements prior to answering this question. You
might want to look at how you responded to the above question, and from that list, identify
implementation challenges, and state why you feel that way.

BIS 155 Week 7 DQ Uses and Applications of Statistics


More than 100 years ago, H.G. Wells commented that "statistical thinking will one day be as
necessary as the ability to read and write." If you were to google "statistics for managers", you will see
a list of all sorts of books on this topic, followed by thousands of articles and resources.
Provide a detailed application for the use of some of the many forms of statistics in business. As you
perform this analysis, be sure to describe the scenario in detail, why you will need the use of
statistics, and explain which type of statistics you will use to solve your scenario question. Two-
hundred-word minimum, well formatted and referenced
BIS 155 Week 8 Final Exam
1. (TCO 1) You work for a local construction firm, "DeVry Engineering Group" and your supervisor
wants to test your knowledge and skills with Microsoft Excel and has instructed you to develop a
spreadsheet to calculate weekly payroll for 15 employees with the following assumptions:.......
(Points : 40) 2. (TCO 3) You currently work for an automotive parts supply store. Your company is
growing and is considering expansion. The company currently has three locations (North, South, and
Central) in one state. Each parts supply store carries inventory in four categories. You have been
presented with the sales figures for the last three years for each location and inventory category by
store. Based on this information, you're tasked with analyzing current sales for each store by category
and overall total sales by store and category.. (Points : 40) 3. (TCO 4) You are given a spreadsheet
with daily sales numbers ordered by date from January 1st to December 31st. You have been tasked
with finding the average sales of each month, then to reorder the months so they are listed in order
from highest to lowest average sales. Give a step-by-step explanation of how you will rearrange the
data so you can analyze the best and worst months.. (Points : 40) 4. (TCO 5) You've just joined the
staff of the XYZ Manufacturing Company (XYZ, for short). XYZ manufactures only one product, the
gizmo. It comes in two sizes, the mini-gizmo and the magna-gizmo. Both are difficult to manufacture,
and consequently, the company closely monitors rejected units. The company has three locations,
each of which produces both the mini and the magna-gizmos. You are automating the weekly
production reports so that you can easily calculate total production for the entire company each week.
The mini-gizmo is priced at $3.25 per unit. The magna-gizmo is priced at $7.00 per unit. The unit cost
for a reject mini-gizmo is $1.75. The cost for a reject magna-gizmo is $3.50. Respond fully to the
following questions regarding this task: (Points : 40) 5. 5. (TCO 9) You have been tasked with
analyzing an extremely large amount of data and to ultimately produce a report to share with the
board of directors. The data is currently in a text file and has over two thousand records of data.
Explain how you would use Excel to analyze this data and organize it to prepare a written report. Be
very specific on the variety of tools you would use and the steps you would go through to analyze the
data and to ultimately prepare a detailed report with recommendations(Points : 40)

Você também pode gostar