Excel Skills for Busine

Week 2: Cond
Practice C

Week 2: Learning Objectives

1. Explain the concept of conditional logic in formulas
2. Evaluate data in a cell using logical tests
3. Use conditional operations in functions (IF, AND, OR)
4. Create formulas with nested IF functions

Scenario
The data behind each of the tasks have their corresponding values in the Data Sheet. Simply click on the "plus" to reveal each task as needed.

Task 1. You have a portfolio of stocks that you are tracking for your retirement fund.
You have recorded the total number of shares bought together with the average purchase price.
You are keenly interested in tracking the monthly performance of these stocks and have set up a Last Price column so that you can see how each stock is performin
a. Complete the code in the Purchase Value column for the amount paid for the stock (price paid x Volume)
State whether or not any of the conditional logic formulas was used here and give a reason. No because
b. For the Gain Value column, report here the positive gain in value (Last price less Price Paid) x volume, otherwise, if not a gain report 0
Compute the total of the Gain Values and record the answer here: $16,088.03
c. For the Loss Value column, report here the positive value of the loss in value otherwise, if not a loss report 0
Compute the total of the Loss Values and record the answer here: $41,728.93
 Compute the Net Gain (or Loss) and record the answer here: -$25,640.90

Task 2 You have been asked to write a little grading routine that awards grades next to students who attended an EXCEL course according to their overall result sum total
The grades and their defined ranges are shown in the Data Sheet.
Furnish the data with a total sum for the determination of the final grades.
Use nested logical statements to determine the final grade for each student.
Which student scored the High Distinction for the EXCEL course? Rosanne Kollums
How many students failed? 3
What three assessments did these students not perform well at that led to their failing?
Attendance

Challenge

and Practice

Task 3 You are in charge of an inventory warehouse for stationery items.

Orders come in and items are packed and shipped to the client, provided there are enough items in stock to fill in their order.
Complete the Delivery column, delivering as much of the clients order as possible according to the amounts in stock. Use an IF statement to achieve this
In the Comment column, place a comment for the items that could only be partly filled, due to not having enough in stock. Report with the comment "Partial fill -
The Post Delivery Alerts column will be sent to the Sales team who will organise to buy more stock. They need to be alerted if a client is waiting for an item so that
to source the item. For this column, check whether the client is waiting on items and report "Order immediately for client".
If the number of items remaining in stock after this order falls below the reorder level report "Running low - think about reordering".
How many items did the order only partially fill? 3
How many items did the order bring down to below the minimum usually kept in stock? 1

Well done! Don't forget to save your workbook.

 Excel Skills for Business: Intermediate II
Week 2: Conditional Logic
Practice Challenge

Last Price column so that you can see how each stock is performing.

The result does not depend on any conditions

ended an EXCEL course according to their overall result sum total

he amounts in stock. Use an IF statement to achieve this

t having enough in stock. Report with the comment "Partial fill - out of stock"
ck. They need to be alerted if a client is waiting for an item so that they can apply their best effort
Task 1
Stock Volume Price Paid Last Price Purchase Value Gain Value
AAA 12653 $1.45 $1.52 $18,346.85 $885.71
BBB 451 $152.50 $130.00 $68,777.50 $0.00
CCC 78495 $0.89 $0.92 $69,860.55 $2,354.85
DDD 2265 $1.45 $1.36 $3,284.25 $0.00
EEE 14775 $2.15 $2.27 $31,766.25 $1,773.00
FFF 35356 $3.60 $3.52 $127,281.60 $0.00
GGG 9977 $8.15 $9.26 $81,312.55 $11,074.47
HHH 1000 $30.05 $29.80 $30,050.00 $0.00
III 589 $58.90 $15.00 $34,692.10 $0.00
JJJ 222 $111.00 $100.00 $24,642.00 $0.00
$490,013.65 $16,088.03
Net Gain -$25,640.90
 Task 2
Loss Value
$0.00
$10,147.50
$0.00
$203.85
$0.00
$2,828.48
$0.00
$250.00 Student Name Quiz no1 Quiz no2 Quiz no3
$25,857.10 /10 /10 /10
$2,442.00 Theresa Green 8 7 8
$41,728.93 Jim Nazium 6 10 7
-$25,640.90 Sarah Bellum 9 5 10
Bill Overdue 9 3 10
Justin Case 4 4 6
Marcus Absent 5 10 4
I. P. Freely 8 3 5
Rosanne Kollums 9 8 9
Owen D. Banks 5 7 6
Lotta Zitz 7 6 5
Jerry Attrik 10 6 5
 Task 3
Grade Table
Min Max Grade
0 49 Fail
50 64 Pass
65 74 Credit
75 84 Distinction
85 100 High Distinction

Quiz no4 Challenge Practice Attendence Total Grade

/10 /20 /20 /20 /100
9 11 12 20 75 Distinction
3 18 13 13 70 Credit
3 12 15 18 72 Credit
3 20 17 17 79 Distinction
8 11 20 19 72 Credit
3 20 18 15 75 Distinction
3 20 17 13 69 Credit
10 19 20 20 95 High Distinction
8 11 6 2 45 Fail
7 3 10 10 48 Fail
7 13 5 3 49 Fail
Item units in stock Minimum New Delivery Comment
(boxes/packets) Held before Order
Reordering
pencils 25 5 6 6
erasors 15 5 6 6
pens 16 5 6 6
rulers 4 2 6 4 Partial fill - out of stock
notepads 9 5 6 6
scissors 3 2 6 3 Partial fill - out of stock
exercise books 14 5 6 6
highlighters 5 2 6 5 Partial fill - out of stock
whiteboard markers 7 5 1 1
protractors 3 2 0 0
compasses 7 2 0 0
gridpaper 14 5 6 6
cardboard 16 5 3 3
copy paper 18 5 3 3
stapler 5 2 1 1
staples 14 5 2 2
Post Delivery
Alerts

Order immediately for client

Running low - think about reordering
Order immediately for client

Order immediately for client