BIS202 Exercises Year 2017/2018 Semester 2 EXERCISE 1

Transcription

1 EXERCISE 1 TAX CALCULATION 1. PROBLEM STATEMENT A startup cosmetic enterprise TopCosmetic promotes and sells 8 types of high-quality cosmetic items which are internally referenced by 100, 101,, respectively. The respective quantity and the unit price of each item are given by the below table. Each item is, however, subject to taxes whose amount is dependent on the unit price of the item. To reduce the number errors, anomalies and difficulties related to the manual data manipulation, the manager of TopCosmetic instructs the DP staff to develop a more convenient computerized data management way based on Microsoft Excel. The later is an electronic spreadsheet software that will be used for storing, organizing and manipulating the products and sales details and for inventory purposes. This would build the foundation stone of a database application the enterprise is envisaging in the future with the increasing business turnover. 2. REQUIREMENTS The product details and the resulted tax information required by the enterprise manager are depicted by the below table. Thus, as DP staff you should develop an Excel worksheet that should reflect the same data, information and format as demanded by the manager and reported by the following table. Page 1 of 14

2 3. MAIN OBJECTIVES The present assignment allows students learning and understanding the different items and topics using Excel, including: Formatting Worksheets AutoFill, Numeric formats, previewing worksheets Working with formulas and functions: IF, AVERAGE, COUNT, MIN, MAX 4. ACTIVITIES a. Open a new workbook and save the file with the name Exercise 1. b. Enter the labels and values in the exact cells locations as desired. c. Use AutoFill for item numbers. d. Set the columns width and rows height appropriately. e. Set labels alignment appropriately. f. Use warp text as desired. g. Apply borders, gridlines and shading as desired. h. Format money cells to include dollar sign with two decimal places. i. Format Date cells to Short Date format. j. Calculate the taxes as follows: TAX (If ITEM PRICE is less than 100, TAX is 50, otherwise it should be 100). TOTAL PRICE BEFORE TAX =NO. OF ITEMS * ITEM PRICE. TOTAL PRICE AFTER TAX = TOTAL PRICE BEFORE TAX + TAX. RATE (If TOTAL PRICE AFTER TAX > 3500 then the rate is HIGH, otherwise it is REASONABLE. k. In sheet 2 Find PRICE (Use external cell references). Count of Items using ITEM No and Count of Items using ITEM DESCRIPTION Average of Taxes, Min Item PRICE and Max Item Count Items where Production Date is blank l. Set the work sheet vertically and horizontally on the page. m. Create a header that includes your name in the left section, and your ID number in the right section. Create the footer that includes the current Date in the center. n. Add the following workbook s properties: Tags "product details, tax information", Categories " TAX CALCULATION", Company "TopCosmetic" o. Save file and exit Excel. 5. NEED HELP? Read Excel tutorials: Page 2 of 14

3 EXERCISE 2 PRODUCING SALES AND PROFIT REPORTS 1. PROBLEM STATEMENT A SME company called SMART LIGHT specialized in selling solar panels possesses 5 subsidiaries across two continents, namely, in the cities New York, Los Angeles, London, Paris and Munich. These cities are internally referenced by their codes C001,, C005, respectively. At the end of each quarter, a subsidiary should communicate to the headquarter the amounts of sales and costs done during the quarter, however, monthly detailed. Based on the communicated data, the headquarter wants to produce a quarterly that should entail statistics related to sales and profits done either individually or globally. These statistics would be helpful for evaluating the activities of each subsidiary and in making business decisions by the direction. 2. REQUIREMENTS The details on sales and profits produced either individually or globally as well as the preferred layout of the report required by the headquarter are depicted by the below table. Note the figured amount and city facts on the table represent inputs (data) and the missing facts represented by a question mark are information to be calculated using appropriate formulas and functions. Thus, the task is to develop an Excel worksheet that should provide the same required details in content and in form. As an easy and a comprehensive way to view overall sales and profits comparatively, a graphical representation using chart functions of Excel would be more advantageous as its shown below. Page 3 of 14

4 3. MAIN OBJECTIVES The present assignment allows students learning and understanding the different items and topics using Excel, including: Percentage operator Functions: SUM, SUM IF, COUNT IF Inserting Charts Format cells with styles Work with hyperlinked data Apply conditional formatting to cells 4. ACTIVITIES a. Create the worksheet shown above. b. Set the Text alignment, Columns width and high appropriately. c. Use AutoFill to put the Series Numbers into cells A5:A7. d. Format cells C3:G7, C8:E11, C13:E13 to include dollar sign with two decimal places. e. Apply Sell Styles to the following cells: A1 (Accent 1) A2:G2 (Accent1-60%) A3:G7 (Accent 1 20%) f. Find the Average Sales and Maximum Sales for each City. g. Find the Total Sales for each Month. h. Calculate the Profit for each month, where Profit = Total Sales Cost i. Calculate the 10% Bonus, which is 10% of the Profit. j. Find the Total Sales for each Month; only for sales greater than 30,000. k. Find the No of Sales for each Month; only for sales greater than 30,000. l. Create the above Charts. m. Insert a hyperlink to link the title in cell A1 to a website that shows the Sales of Solar Lighting. n. Apply Conditional Formatting to the Cells C8:E11 using the Color Scales (Red Yellow Green). 5. NEED HELP? Read Excel tutorials: Page 4 of 14

5 EXERCISE 3 DEVELOPING REPORTS 1. PROBLEM STATEMENT A survey organization has conducted a study in different US cities to investigate purchase-salary relationships. The study should comparatively provide statistics on annual salary by gender and city, annual purchases by city, average annual purchases by city, and population number according to the education of level of the respondents. It is assumed that the sample size of respondents C11, C12, C20 is representative for the study. 2. REQUIREMENTS The result expected to be delivered by the study is given by the following table. Thus, you should develop an Excel worksheet that organize, calculate and store the survey result in form and content exactly as it is shown by the table. Note the facts shown in the table represent the input of the study whereas the cells containing a mark question represent information resulting from appropriate calculations using formulas and excel functions. As an easy and a comprehensive way to view overall purchases, salaries, population grouped by gender, cities and education level comparatively, a graphical representation using chart functions of Excel would be more appropriate as shown below. Page 5 of 14

6 3. MAIN OBJECTIVES The present assignment allows students learning and understanding the different items and topics using Excel, including: 1. Use themes 2. Display repeating row and column titles on multipage worksheets. 3. Change workbook views. 4. Set print scaling. 5. Labels orientation. 6. Use of functions: SUMIFS, COUNTIFS, AVERAGEIF Page 6 of 14

7 7. 4. ACTIVITIES a. Open a new workbook and create the above worksheet. b. Make sure that your worksheet looks like the picture (Alignment, Shedding, Borders, Wrap text, Orientation ). c. Find the entire customer IDs. d. Format Colum E & D to Currency with dollar sign and two decimal places. e. Find the Total Annual Purchases for each City. f. Find the Average Annual Purchases for each Education. g. Find the total number of customers from each gender. h. Find the total annual salary for each gender in each city. i. Use themes: a. Read bellow Section 5 NEED HELP? to learn more about the purpose of Theme and the steps. b. Choose the theme Facet for the Workbook. c. Notice and experience the impact of this theme and the resulting changes on the worksheet. d. Undo the theme to bring the Worksheet to its default theme. j. Display repeating row and column titles on multipage worksheets: a. Read below Section 5 NEED HELP? to learn more about the purpose of repeating row and column titles, and the steps. b. Click on View Tab. Click on Page Break Preview in Workbook Views group - Locate the dashed horizontal break line that horizontally separates between Page 1 and Page 2 - If only one page (Page 1) is viewed, click on Page Layout tab, and in the Scale to Fit group, keep increasing Scale value until Page 2 appears under Page 1 that are separated by a discontinued break line (blue) - Move the break line to the row head 13. c. Click on Page Layout tab. In Page Setup group, click on Print Titles, then click on Sheet tab. In the opened window, in the Print Area field select cells A1:F27, as we want to print only tables that span on two pages. In the field Rows to Repeat at Top, specify the row head 1, as we want to repeat the title (in row 1) at the top of all pages (in our case two pages). d. Click on Print Preview button, to notice and experience the impact of this activity on print views. e. Undo all above actions to bring the worksheet to its status prior to this activity. k. Change Workbook Views: a. Read below Section 5 NEED HELP? to learn more about the purpose of this activity, and the related steps. b. Note: To experience the effect of this activity, you need first to remove all borders (No Border) of all cells of the table you previously created. Page 7 of 14

8 c. Click the Page Layout tab, and then in the Sheet Options group, uncheck the Gridlines View check box - The gridlines disappear from the worksheet d. Check the Gridlines View check box to restore viewable gridlines e. Check the Gridlines Print check box - This action will force gridlines to appear in your printed worksheet f. Click the Dialog Box Launcher in the Sheet Options group to open the Page Setup dialog box - On the Sheet tab, notice that the Gridlines check box is checked. g. Click the Print Preview button. Gridlines appear in the preview. Not that the shading of cells does not allow viewing the Gridlines. h. Undo all above actions to bring the worksheet to its status prior to this activity. l. Create the above Charts. m. Set Print Scaling: a. Read below Section 5 NEED HELP? to learn more about the purpose of this activity Set Print Scaling, and the steps. b. On the Page Layout tab, in the Page Setup group, click Orientation and verify that Portrait is selected. c. In the Scale to Fit group, click the Width arrow and then select 1 page, do same with Height arrow - The scale of the worksheet is reduced so that all rows fit on the same page. d. Click the File tab, and then click Print (or Print Preview). Notice that all rows and also charts appear on the page and that the content is smaller than it was previously - When output is reduced, it shrinks the height and width proportionally. a. TUTORIALS Read Excel tutorials on the following links: NEED HELP? Page 8 of 14

9 EXERCISE 4 PROPERTY MANAGEMENT 1. PROBLEM STATEMENT A real estate agency called SmartHouse is specialized in selling and renting properties across the country. For a more efficient management, the agency decided to computerize its real estate transactions. It starts by conceiving a file capturing property and customer details. Property details include commodity data such as swimming pool, and financial ones such as the price and the insurance that represent the input for the mortgage calculation as shown in the below table. Note a property is identified by a number from 112 to 117, and both the house price and insurance rate are depending on the house type. 2. REQUIREMENTS The details of properties 112,, 117 required by the real estate agency are depicted by the below table. Thus, you should develop an Excel worksheet that organize, calculate and store the property details in form and content exactly as shown by the table. Note the facts shown in the table represent the input whereas the locations indicated by a mark question represent information resulting from appropriate calculations using formulas and functions. Page 9 of 14

10 3. MAIN OBJECTIVES The present assignment allows students learning and understanding the different items and topics using Excel, including: Absolute Cell Referencing Working with the VLOOKUP and HLOOKUP Function Working multiple worksheets, Working with Zoom in Zoom out, Freeze, unfreeze, hide, unhide, copy and rename of a worksheet. 4. ACTIVITIES Rename the worksheet to SmartVille1. Zoom in and out the work sheet to 200% and then to 75% respectively. Color the new name tab in green color. Name the cell range A13:B17 as Price. Find Swimming Pool, if the house type is 1 then print yes otherwise leave it blank. Using VLOOKUP, find Price base on Type. Using HLOOKUP, find the Insurance rate for each type. Find Insurance: Insurance = Price * Insurance Rate. Find Total Mortgage: Total Mortgage = Price + Insurance. Freeze family name column and scroll the worksheet to the right. Freeze row one of the table (the header row of the table) and scroll downward? Copy Smartville1 worksheet and rename the new worksheet SmartVille2. Color its name tab blue. Change the insurance rates of the new smartville2 worksheet to 7.5%, 5%, and 2.5% and see how the last three columns changed automatically. Display SmarteVille1 and SmartVille2 at on the same window. Hide SmartVille2 worksheet, and then Hide smartville1 worksheet. Unhide SmartVille1 sheet and delete SmartVille2 sheet. 5. NEED HELP? Read Excel tutorials: Page 10 of 14

11 EXERCISE 5 PRODUCING FINANCIAL STATEMENTS 1. PROBLEM STATEMENT A bicycle shop called MagicTourBike sells two types of bicycles and their accessories, namely, Racing and Regular Bicycles. As the number of purchases and clients is in continuous increasing which make a manual procedure an inefficient and hard task. To overcome these difficulties, the owner decided to shift to a computer solution to create, organize and store purchase operations, and thus easily and conveniently produce periodic financial statements. 2. REQUIREMENTS The computer solution envisaged by the owner should especially help in managing scenarios of worst-best case profits depending on some dynamically changed input, such as changing Unit Sold. Details of the financial information appearing in the monthly reported financial statement as well as worst-best case profit scenarios are shown in the below table. Thus, you are requested to develop a similar Excel sheet with respect to the layout and the content. Note the facts shown in the table represent the input whereas the locations indicated by a mark question represent information resulting from appropriate calculations using formulas, functions and the scenario manager. 3. MAIN OBJECTIVES The present assignment allows students learning and understanding the different items and topics using Excel, including: Scenario Manager using What-if Analysis Linking worksheets Page 11 of 14

12 4. ACTIVITIES a. Create the worksheet shown above and rename it May 2012 b. Insert a WordArt with the text Bike Shack. Use the Gradient Fill, Purple, Accent 4, Outline Accent 4 style. c. Find the Revenue, Revenue = Price * Units Sold d. Find the Cost of Goods Sold, Cost of Goods Sold = Cost * Units Sold e. Find the Gross Profit, Gross Profit = Revenue Cost of Goods Sold f. Find the Current Total Profit, Current Total Profit is the total of all Gross Profits g. Using the Scenario Manager, Create Scenario Summery that find the Best Case Profit and the Worst Case Profit. Best Case Profit Racing Bicycles Regular Bicycles Accessories Unit Sold Worst Case Profit Racing Bicycles Regular Bicycles Accessories Unit Sold h. Link the results of the Best Case and Worst Case from Scenario Summary, with May 2012 worksheet. i. Using the Online Pictures tool, search and insert an image of a BMX to the right of the table, then add the text BMX bikes are available! as an alternative text to the image. j. Recolor the BMX image in Purple, Accent Color 4 Light. k. Draw a Textbox beneath the BMX image, adding the text Telephone: , and coloring the background in Orange. 5. NEED HELP? Read Excel tutorials: Page 12 of 14

13 EXERCISE 6 A GRADE SHEET APPLICATION 1. PROBLEM STATEMENT The direction of a school called SchoolOfSuccess has committed to recourse to a database approach in the future for better mastering pupils grade management. As a database application is a complex software piece and requires appropriate qualified DB personal currently the school does not possess, the school direction found as alternative solution Excel software due to its easy use. After acquiring first experiences in using a computerized solution, the school council intends to progressively shift to a more efficient and professional database system, Microsoft Access, in which the cumulated Excel data will imported. 2. REQUIREMENTS The computer-based grade calculation envisaged by the school direction should concern all pupils and all taught courses. The application should record pupil details as well as the marks (out of 100) obtained for each attended course. On the basis of these inputs, the average mark, grade and GPA will be calculated. Also some useful schooling statistics on performance, accomplishment/achievement are reported. Thus, you are requested to develop a similar Excel sheet with respect to the layout and the content. Note the facts shown in the table represent the input whereas the locations indicated by a mark question represent information resulting from appropriate calculations using formulas and functions. Page 13 of 14

14 3. MAIN OBJECTIVES The present assignment allows students learning and understanding the different items and topics using Excel, including: Dealing with a student-familiar application Revision of the widely used functions: All-in-one 4. ACTIVITIES a. Create the worksheet shown above and rename it as Section 5 Grade Sheet. b. In the Student List Table, in the Lower Case field put the First Name in small letters c. In the Student List Table, in the Upper Case field put the Last Name in capital letters d. In the Student List Table, in the Full Name field concatenate the First Name, 2 Space, Last Name. e. In the Student List Table, in the First 2 letters field display only the first 2 letters of the First Name. f. In the Student List Table, in the Last 3 Letters field display only the last 3 letters of the First Name. g. In the Student List Table, in the Remove Double Spaces field remove the double spaces in the Full Name h. Add a comment with your name and ID. i. Calculate the Average marks for each student. j. Find the Grade for each student by using the Grade Calculation table. k. Find the GPA for each student by using the GPA Calculation table. Ensure that the results have 2 decimal places. l. Check if the students failed or passed. If they get less than 60 in any their marks, they Failed otherwise they Passed. m. Calculate the number of students who got their average marks not less than 80. n. Calculate the total average marks for those students who scored at least 80 in Science. o. Calculate the Current Class Average. p. Using What-if analysis, find the changes to the class average if the following cases take place: If Fatima gets 96 in Science. Ahmed gets 50 in Maths and 70 in Science. Note: Your results should be obtained from Scenario Summary created using What-if Analysis. q. Create a bar chart which includes the Science and Arabic marks for all students. r. Include your name at the center of the header and the page number at the right section of the footer. 5. NEED HELP? Read Excel tutorials: Page 14 of 14