WEEK 1 EXCEL HANDOUT Exercise 1: Create the spreadsheet below as follows

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1. Enter the spreadsheet title, row titles and column titles and data as shown. 2. To get column title in two lines as shown, click Alt, Enter at the end of the word ‘Hours’ and type the rest.

3. Bold and centre the column headings 4. Adjust the column widths 5. Merge and centre the main heading across A1 to F1 and make it bold and 14pt, red 6. Format all cells between C6 and F13 to be currency with the decimal of 2 (Format Cells) 7. Calculate the Gross column by multiplying the Hours worked with the Hourly rate (=B6*C6) 8. Calculate the Tax column by multiplying the Gross amount with 24% using absolute cell reference (=D6*$B$3) 9. Calculate the Net column by subtracting the Tax amount from the gross amount 10. Type the word TOTAL in A13 11. Calculate the totals in row 13 using the Autosum function 12. Put a single top border and double bottom border for row 13. 13. Save the spreadsheet and name it "HDP" 14. Check the print preview. 15. In Set-up, change to landscape, vertically and horizontally centre the worksheet 16. Create a custom footer and put your file name on the left of the footer, the date in the centre, and your name on the right.

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   Use Autofill to enter the months. change to landscape. Check the print preview.Exercise 2: Sales Forecast Create the above spreadsheet as follows: 1. the date in the centre. 6. Save the spreadsheet and call it "Sales Forecast" 8. and bold. and your name on the right. 7. 9. Change the font of the heading to 14pt. 10. 2. bold Add shading of your choice Bold and centre row headings (Adjust column width if necessary) Format all cells between C7 to E14 to be currency with 2 decimal places (Format Cells) Use formulas to calculate the following: (remember to use cell references and absolute address where necessary) Cost Price = Quantity x Price Profit = Cost Price x Profit % Selling Price = (Cost Price + Profit)/Quantity Add a row title “Total” in A14 and use Autosum to calculate the totals in row 14. Create a custom footer and put your file name on the left of the footer. 3. vertically and horizontally centre the worksheet 12. 4. Save and print your completed worksheet and a copy of your formulae and show your tutor 2 . 5. Enter the data above as shown. 13. merge and centre the main heading. 11. In Set-up. Place a border on the top and bottom of the row. Adjust the column widths.

i. Calculate the totals for the months using the AutoSum Function. Bold and italicise the subtitle. Right align the months. 12.Exercise 3: Create the spreadsheet shown below as follows: 1.e. Merge and centre the Title and Subtitle across the columns 8. and your name on the right. 9.Check the print preview. Bold the main title and change the font to 12. 4. 11. Format the figures to currency. 7. 3 .Put a border around the TOTAL and DISCOUNTED TOTAL figures as shown.In File Page Set-up vertically and horizontally centre the worksheet. In the row headed Total after discount. Fill the months January to June using Auto fill. =Total – (Total x Discount). You need to use absolute reference 5. 3. Bold all the row headings and column headings.Print your worksheet and show your tutor. 6. and put your file name on the left of the header. 2. 10. write a formula to calculate the Total after Discount for each month. and no cents. the date in the centre. 13. Enter data as shown.

1. print with filename. 4.use absolute addressing d) Pay ie Commission less tax 2. use word wrap. Horizontally and vertically centre your spreadsheet 11. Place Borders as shown. and show gridlines. Format all dollar amounts to currency with 2 decimal places. Align the text horizontally and vertically centred as shown. 5. bold and increase font size to 20 pt.Exercise 4: Payroll Enter the following data in a new work book. 6. go to Format/cells/Borders 10.use absolute addressing c) Tax ie 23% of Commission . your name and date in the footer. To change the thickness of borders. 4 . 7. Centre and bold column headings. 9. Calculate the following values for each Sales Representative a) Sales revenue ie Quantity sold x Price (use absolute addressing) b) Commission ie 60% of Sales Revenue . Calculate the Totals for each Column 3. Increase the height of row 3 to 40 pts and height of row 2 to 26 pts 8. Format numbers in column A to text and centre align. Centre title across columns. Save workbook as PAYROLL.

align right and make Bold 6. Enter the text and numbers as shown below: 3. 5 . Complete column I ‘% of Total Sales’. 8. Type the word Total: in E11. Delete row 3 12. Calculate the following columns. ‘Profit per Unit’. Insert a column between ‘Product’ and ‘Unit Cost’. ‘Total Sales’ and ‘Total Profit’ 5. Calculate totals in columns F. Merge and centre the heading in row 2 across A1 to I1. Format to percent style with one decimal place. Add a medium width top and bottom border and change background colour of cells to grey. a successful business producing Mexican style salsas. 12pt and Tahoma font 11. 1. 18pt and Jokerman font. Bold and centre the column headings. Make it bold. A bank loan is required to finance the additional food-processing equipment to handle the requirements of the increased salsa production. name it ‘Heat Rating’ and add the star symbols (look in Wingdings) Product Black Bean and Fruit Thai Five-Alarm Red Hot Garden Explosion Spicy Nut with Blue Cheese Watermelon Fire & Ice Heat Rating      4. He is working on adding a new product. 10. Monty has an appointment with his bank manager tomorrow and asks you to prepare a professional looking worksheet showing projected sales of the new salsa and the expected effect on profits. Merge and centre the main heading across A1 to I1. Thai Five-Alarm Red Hot. whose main customers are restaurants and gourmet food stores. G and H 7. to Señorita’s gourmet salsa line. Make it bold.Exercise 5: Señorita Salsa Company Monty Zuma owns the Señorita Salsa Company. Open a new blank workbook 2. Change the order of the products as follows Product Black Bean and Fruit Garden Explosion Spicy Nut with Blue Cheese Watermelon Fire & Ice Thai Five-Alarm Red Hot Heat Rating      9.

Rename the sheet tab to Sales Forecast 23. It has the second highest profit margin per unit.500 Unit Cost: 16. Format columns F. Notice the high profit margin of the Thai Five-Alarm Red Hot. G and H to zero decimal places and with a thousand separator (e. Draw an arrow from the text box to the ‘Profit per Unit’ for the Thai Five-Alarm Red Hot product. 6 .g. Add a text box below the report from A13 to C16 and add the following text. Insert a new row 8 and add the following information: Product: Mango Tequila Unit Selling Price: 20. Add currency style to row 10 18. 14. Apply a yellow background to the Total Profit column from rows 5 to 11 21. Add a shadow to the text box. Italicise product names in column A and indent 20. Make sure you italicise the name of the product.10 Heat Rating: 3 stars Units Sold: 16.35 19. Click in the Sheet 2 tab and rename to Documentation. Format columns C. 22.13. Use Format Painter to apply accounting style to D6 and E6. Move the Documentation sheet so that it is before the Sales Forecast worksheet. 17. D and E to 2 decimal places. Apply accounting style (with no decimal places) to cells G6 and H6.000) 15. 16. Add a medium width top border and a double bottom border to row 10 14. Format C5 to accounting style.

where to enter data. Type the following text in rows 25. 25. 29. Change the colour of the worksheet to a colour of your choice. 26. how to save the workbook and how to print reports. to be presented to bank manager in applying for a new loan. Read pp xxxix to xli (refer to notes. 27. 27 and 28 starting in column C. You should note that there is no one single way to document a workbook.24. Open the notes. Change the Sales Forecast worksheet to Landscape orientation. Vertically and horizontally centre both worksheets. 28. The required amount of documentation varies depending on the use and complexity of the workbook. Close the file Exercise 6: Fill Series 1.pdf file and read page 17 on Series 2. the date in the centre and your name on the right.xls for another example of a file that contains a Documentation sheet. or it could be more detailed including instructions on how to use the worksheets. ‘Created by:’ in A19.xls and complete the worksheet 3. ‘Modified by:’ in A23 and ‘Purpose:’ in A25. Type ‘Created:’ in cell A17. Open the file scrip. ‘Modified:’ in A21. Using WordArt and the image file ‘salsa. Create a custom footer and put the file name on the left of the footer. Every well-designed workbook should contain a Documentation sheet.jpg’ create a logo for the company anywhere between A1:H14 (see example below). Save the file Exercise 7: various functions 7 . Thai Five-Alarm Red Hot and the expected effect on profits. Documentation can be as basic as who created the worksheet and the date it was created. Display nicely formatted and well-designed worksheet showing projected sales of new product. Put today’s date in C17 and your name in C19. Your logo does not have to look exactly like this one – be creative. Save your file as Salsa 30. 26. Open the file createSeries.pdf file) on Spreadsheet Documentation.

5. the formula in cell B12 =SUM(B8:B11) changed to =SUM(C8:C11) when it was copied across to the next column. the formula may be referring to a specific cell and you want that specific cell to be always referred to regardless of where the formula is copied or moved to. 3. Relative addressing or a Relative Cell Reference refers to the concept that cells in a formula change relative to where the formula is copied. 6. That is. $B$12 8. In situations such as this. Excel uses a concept called Relative Addressing. you need to create an Absolute Cell Reference. Rename the Sheet1 tab to Relative Reference and change the colour of the tab to green. there will be times when you’re copying formulas and you don’t want all the cell addresses to change relative to the row or column to which you’re copying. In rows 17 and 18 calculate the Minimum and Maximum sales for each Product under their respective heading. Calculate the Monthly Average sales in row 14.g. 4. Calculate the Product totals in Column H using the AutoFill feature. To make it easy to copy formulas (especially when using the Autofill feature).Relative and Absolute Cell References Maximum. the formula in cell H8 =SUM(B8:G8) changed to =SUM(B9:G9) when the formula was copied down to the next row. To specify an absolute cell reference place a $ (dollar sign) before both the column letter and row number for a cell’s address using the [F4] function key (on the keyboard) e. Likewise. Click in the Absolute Reference sheet tab and complete tasks 1 to 3 8 . Minimum and Average Functions 1. 7. Calculate the monthly Gross Income totals in Row 12. However. Open week_1a 2. Display formulas and refer to them as you read the next few paragraphs. For example.

Mixed Cell References Mixed cell addresses (references) contain a combination of relative and absolute addressing.) or in alphabetical order (a.z) or you get many error messages. Assign the name ‘priceTable’ to the Product/Price table 14. Using either the COUNTIF or SUMIF functions. As this formula is copied. 11. VLOOKUP(). it will always reference the contents of row 1. Calculate the ‘Revenue’ column 16. but the row may vary if the formula is copied down to a different row. Because a cell address has two components – a column and a row – it is possible to fix (make absolute) either portion while leaving the other unfixed (relative). but the column may vary if the formula is copied across the spreadsheet. 2 and 3 Exercise 8: This question consists of three sections. Click on the More VLOOKUP() sheet tab and complete the task IMPORTANT NOTE: The values that you are searching within with LOOKUP functions (i.. 9 . it will always reference the contents of column A. Complete tasks 1. Click on the VLOOKUP() sheet tab. calculate answers to the four questions. Use VLOOKUP() to place the prices in Column E. Names and VLOOKUP function 12. 3.. For example: $A1 A$1 As this formula is copied. Click on the LOOKUP() sheet tab 18. 9. Click in the Mixed Cell Reference sheet tab and complete tasks 1 and 2.. HLOOKUP() or LOOKUP() ) must be in ascending order (1. 15. You do this by keying the $ sign before the particular component you wish to set as absolute. COUNTIF AND SUMIF functions 10. Click in the COUNTIF() & SUMIF() sheet tab. b.e.. LOOKUP function 17. 13. 2. Refer to IMPORTANT NOTE below.

When completed follow the instructions below: 1. 6. starting in Cell A1. 10. Change headings in rows 25. 9. 11. Alter the width of columns B – G to size 15. 8. SECTION ONE Create the worksheet on the following page exactly as it appears. gross profit. 2. This will help her decide whether an increase in membership fees will be necessary in the future. Change the heading in cell A19 and 27 to Times New Roman font. Change ‘PREPARED BY (YOUR NAME) to italics. 3. 10 . 37. 5. Remember to use Absolute cell addresses where applicable.The manager of Amy’s Real Estate wants to set up a spreadsheet. Change the text for the first two headings to font colour violet 4. expenses. Alter the width of Column A to size 40. size 16. size 14. 39 and 43 to bold.Add a border with a top single line and double bottom line to the Net Profit cells B43 – G43. 7.Shade the cells B18 – G18. Change the cells B18 – G18 to blue coloured font and bold. which will allow her to determine budget forecasts on the anticipated revenue. Left align the cells B18 – G18. Change the first two headings to Times New Roman. tax and net profit for the following six months.

AMY'S REAL ESTATE Projected Income for the months July to December PREPARED BY (YOUR NAME) Commission Rates: Julian Kathy Greg Wendy Monthly Sales Growth: Other Monthly Expenses Company Tax: Jul SALES Julian Kathy Greg Wendy TOTAL SALES EXPENSES COMMISSION Julian Kathy Greg Wendy TOTAL COMMISSION Other Monthly Expenses TOTAL EXPENSES NET PROFIT COMPANY TAX NET PROFIT AFTER TAX 5.000 789.600.000 1.000 1.500 33% Aug Sept Oct Nov Dec 11 .460.500 850.000 10% 15% 12% 12% 3% 5.

SECTION TWO 1. Add a row after Total Commission giving it the bolded heading AVERAGE COMMISSION. 12. 13. 16. Change the months in the second heading to reflect the change in months. The Sales are expected to grow by the percentage figure shown in cell B12.Create a formula to calculate the total expenses. 2.Alter the header to display the text End of Section 2. 11.Alter the page setup to the following: Horizontally centre the worksheet. Decrease the tax rate to 30%. 10.Each salesperson is paid a certain rate of commission on sales.Create a formula to calculate the net profit for the projected months. 15.Create a centred header that displays the text – End of Section 1. 12 . 5. Rename sheet 2 to display the text – Section 2.Change appropriate figures to currency. She is thinking of extending it to 12 months. Amy’s initial recruitment period was for 6 months.12. Add the months January to June as well as a total column for all months and do the appropriate calculations. 22. Change the font colour of the Average Commission figures to Violet. Edit the worksheet on sheet 2.The Other Monthly Expenses are to remain constant as shown in cell B14. 3. by carrying out the following instructions: 4. Create a formula to calculate the Total Sales.Create a formula to calculate the company tax for the projected months using the company tax rate shown in the worksheet. 17.Increase the percentage value of all commission by 2%. 13. 6.Save your worksheet. 20. Alter the first two headings so they are centred over the worksheet.Create a formula to calculate the net profit after tax for the projected months. Calculate each salespersons expected commission for each month 14. 18. 9.Re-save the edited workbook.Create a formula to calculate the total commission. with 2 decimals. 7. Copy all of the data on sheet 1 over to sheet 2. 21. as shown in the worksheet under the heading ‘Commission Rates’. 8. 19.

62 13 . 2. 5.496. Give your chart a suitable title. showing the Net Profit after Tax for the months July to June. 6.80.217.If all your formulae are correct. Bold the months and values on the x & y axis.792. 6% $10. If you changed: Monthly sales growth to Other Monthly expenses to Company tax to Greg’s commission to Total net profit after tax = SECTION 3 1. Re-save the edited workbook to your test disk under the same name. 16 points and violet. 4.482. the axes must be labelled but no legend is required. 7. 3. your Total Net Profit after tax should = $39. Change the chart column colour to green. Change the x & y axis labels to bold and violet. Rename the sheet Chart1 to display the text – Net Profits chart. Insert a column chart on a new sheet. Change the Title font to Times New Roman.000 34% 15% $44.