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Project 1

Creating a Three
Dimensional
Jason C. H.Workspace
Chen, Ph.D.
Professor of
Management Information
Systems
School of Business
Administration
Gonzaga University
Spokane, WA 99258, USA
Chen@gonzaga.edu

Excel Skills

Add linking formulas to worksheet cells


Create a list of data
Create a template
Create a workspace
Delete worksheets
Edit a template
Insert workbooks based upon a template
to a new workbook
Rename worksheet tabs
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Key Terms

Data integrity

A theoretical construct emphasizing the accuracy of


data in a worksheet by minimizing redundant
instances of data in multiple worksheets. You can use
3-D linking and consolidation formulas to minimize
data redundancy, and thereby improve data integrity.

Linking formula

A formula containing a 3-D reference that displays


data from a specific cell in a worksheet or workbook.
3-D references are updated automatically whenever
the source data changes.

Key Terms

Redundant data

Data that appears in more than one location in a


worksheet, workbook, or workspace. Conceptually,
data redundancy is inversely related to data
integrity - the more you minimize redundant data,
the greater the integrity of your data.

Template

A workbook you create and then use as the basis


for other similar workbooks. You can create
templates for workbooks and worksheets.
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Key Terms

Workspace

A special file in Excel that saves


information about all open workbooks,
such as their locations, window sizes, and
screen positions. When you open a
workspace file by using the Open
command (File menu), Microsoft Excel
opens each workbook saved in the
workspace.

Objectives

Apply seven steps for designing


electronic workbooks to a specific
workbook solution
Create a list of products by copying data
from a web page
Create an Excel template
Edit an Excel template by adding 3-D
references to cells in another workbook
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Objectives

Insert worksheets based upon an Excel


template into a new workbook
Define a worksheet structure using text
labels and apply basic formatting
Enter linking formulas to display the list
of products in the Sales Summary
worksheet
Save multiple workbooks as a workspace
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(Top) Without Products.xls open; (Bottom) with Products.xls open

Seven Steps for Developing


Excel Workbooks
7. Print and
Distribute

1. Determine
the purpose

6. Create
Charts

2. Enter
Text

5. Test the
Worksheet

3. Enter
Numbers
4.
Construct
Formulas

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Seven Steps for


Developing Excel
Workbooks

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Excel Techniques

Use of Fill Handle (EX 27)


Save as Template (EX 28)
Linking Formula (EX 29)
Borders drop-down list (EX 37)

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Running Case

Selections, Inc. is a national department


store chain with retail stores throughout
the United States and Canada.
Upper management is considering
launching a web-based e-commerce
initiative to market products directly.
The Finance Department wants to see
how Excel might be used to track
quarterly sales.
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Finance Dept. Excel


Application

Prototype Microsoft Excel workbook


summarizing the sales of inventory
items from five departments for the five
most productive stores in the following
cities: Boston, Dallas, Denver,
Indianapolis, and Seattle.

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Project 1 Challenge

Mr. Traylor wants you to design an Excel


solution that minimizes redundant data.
The products must be listed in a
workbook that can be modified
independently from the sales data.
Sales data for each store must include
the first through fourth quarters sales
figures for each product by store, as well
as the annual sales.
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Project 1 Challenge

Must have a separate worksheet that


summarizes the total sales of each
product by store, sorted by annual
sales.

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Solution Structure

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Two files you should create

Products.xls
Selections Prototype.xls (not template
file since it will be saved in ..\templates\
(they do not contain any data)

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Project 1
Creating a Three Dimensional
Workspace