Vijay is working on order forms for golf equipment and fishing equipment as exercises in his textbook. For the golf exercise, he must update the order form to include product descriptions, item totals, order totals, shipping costs, handling fees, discounts, and grand totals. For the fishing exercise, he must complete a more complex order form that includes lookup functions, pricing schedules, shipping costs based on multiple factors, and discount calculations. The objectives are to gain experience building functional order forms using formulas and functions.
1. 1
WEEK # 2 - EXERCISES CHAPTER # 5
Exercise 2: Level 2 – Order 2 Form for Golf Balls
Now that Vijay has completed the order form for tennis
products, he needs to work on the order form for golf
equipment. As with
tennis products, Vijay must include shipping charges and a
discount for orders according to their total amount. In addition,
he must
add a handling charge because most golf equipment must be
packed by hand. TheZone calculates handling costs for golf
equipment as
shown in Table 5.9.
Vijay has updated the Golf workbook and renamed it Golf2. He
consolidated the order information on a worksheet named
Orders, and
added worksheets for pricing information, handling charges
(including a maximum fee), discounts, and shipping charges.
Figure 5.25
shows the Orders worksheet with some order-related data
2. already entered.
In these steps, you need to complete the Orders worksheet using
lookup functions to display the product description, and to
calculate
the order total and shipping, handling, and discount charges.
2
WEEK # 2 - EXERCISES CHAPTER # 5
Complete the following:
1. Open the workbook named Golf2.xlsx located in the
assignment, and then save the file as
W2-2-Golf-Orders2 -YourName.xlsx.
2. Examine the contents of each worksheet, and name the ranges
listed in Table 5.10. Use these range names as appropriate in
Questions 3 through 9.
3. In cell C8 of the Orders worksheet, write a formula that
3. displays the product description for the first item in the order.
Copy the
formula into cells C9:C12.
4. In cell D8 of the Orders worksheet, calculate the total value
of the item (price multiplied by quantity). Copy the formula into
cells
D9:D12.
5. In cell D15 of the Orders worksheet, calculate the total cost
of the order.
6. In cell D16 of the Orders worksheet, calculate the total
shipping charge for this order based on four variables: the ship
to region, the
customer type (standard, preferred, or most preferred), the total
weight, and the method of shipping.
7. In cell D17 of the Orders worksheet, calculate the handling
cost. Be certain to account for the maximum handling charge.
Handling
fees are based on the total order value excluding shipping and
discounts.
8. In cell D18 of the Orders worksheet, calculate the discount.
Be certain to write the formula so that the discount is deducted
from the
total amount when all values are added. Discounts are again
based on the total order value excluding shipping and handling
fees.
4. 9. In cell D20 of the Orders worksheet, calculate the grand total
for the order.
10. Save and close the W2-2-Golf-Orders2 -YourName.xlsx
workbook.
LEVEL
3
WEEK # 2 - EXERCISES CHAPTER # 5
Exercise 3: Level 3 – Fishing Order
Vijay has been asked to develop an order form for fishing
equipment. He has already created a workbook named
Fishing.xlsx, which
contains the worksheets described in Table 5.14.
In these steps, you will complete the order form, creating the
formulas so that new items can be added easily to the item list.
You’ll
need to design the order form so that it works as follows:
• Prices for fixed-price items are listed in the Sched1
worksheet. Prices for variable-priced soft bait packages are
listed in the
5. Sched2 worksheet. A price schedule code (1 for fixed priced, 2
for soft bait variable priced) is included in the Item List
worksheet.
• Shipping costs are based on the freight customer type,
destination region, shipping method, and total shipping volume.
Users enter the freight customer type text and state
abbreviation. You need to use this information to retrieve the
freight
customer type number and region number.
Calculate the shipping volume based on the volumes listed by
item number in the Item List worksheet.
• Discounts are calculated as a percentage of the total order
value as listed in the Discounts worksheet. Orders of less than
$3,000 receive no discount, orders of at least $3,000 but less
than $5,000 receive a 2% discount, orders of at least $5,000 but
less than $10,000 receive a 3% discount, and orders of at least
$10,000 but less than $25,000 received a 4% discount. Orders
of $25,000 or more receive a 6% discount as you complete the
Orders worksheet, select functions that are flexible enough to
allow for additional items or up to 23 pricing schedules.
Use range names to make the form easy to use and troubleshoot.
6. If the item number field is blank, be certain your form displays
a blank cell for the resulting unit price and total.
Test that your workbook calculates the correct values.
Where appropriate, formulas should work when copied down the
column or across the row.
Format your values appropriately.
4
WEEK # 2 - EXERCISES CHAPTER # 5
Complete the following:
1. Open the workbook named Fishing.xlsx located in the
assignment, and then save the file as
W2-3-Fishing-Orders-YourName.xlsx.
2. Use the following test data:
• Orders: Item #201 (150 items), Item #209 (315 items), Item
#218 (500 items)
• Shipped by truck to California (CA) to a preferred customer
3. In cell B9 of the Orders worksheet, write a formula that
enters the item description.
7. Copy the formula to cells B10:B14.
4. In cell D9 of the Orders worksheet, write a formula that
calculates the total volume of the first line item (quantity
multiplied by
volume per item).
Copy the formula to cells D10:D14.
5. In cell E9 of the Orders worksheet, write a formula that
calculates the unit price.
Copy the formula to cells E10:E14.
6. In cell F9 of the Orders worksheet, write a formula that
calculates the total value of this line item.
Copy the formula to cells F10:F14.
7. In cell F16 of the Orders worksheet, write a formula that
calculates the total for all items, excluding discounts and
shipping.
8. In cell D16 of the Orders worksheet, write a formula that
calculates the total shipping volume of this order.
9. In cell F17 of the Orders worksheet, write a formula that
calculates the discount, if any, on this order.
10. In cell F18 of the Orders worksheet, write a formula that
calculates the shipping costs directly from the state and ship
method
(Truck, Rail, or Air).
8. TROUBLESHOOTING: In order to complete this step so that
the cost of shipping automatically updates correctly based on
the shipping parameters, you should calculate the value
manually for several different options and compare it against
the
resulting values on your worksheet. Using range names will
help simplify the formulas.
If incorrect values result, break down the formula to test each
argument as a separate formula to determine where the
discrepancies can be found.
11. In cell F20 of the Orders worksheet, write a formula that
calculates the grand total of this order.
12. Test the formulas by entering different order values, and
then repeat Step 2.
13. Save and close the W2-3-Fishing-Orders-YourName.xlsx
workbook.
Running head: PROJECT OBJECTIVES AND METRICS
1
PROJECT OBJECTIVES AND METRICS
4
Project Objectives and Metrics
Project Objectives and Metrics
Explaining why the opportunity/threat was selected, and how it
9. is anticipated to benefit the organization
It is important to carry out SWOT analysis before rolling out
projects. This allows the project manager to identify areas that
need to be improved. By implementing correct techniques for
analysis, it is possible to ensure that the project will be
completed on time and within budget. The opportunity was
selected to assist the project manager to improve the whole
project. This will beneficial to the organization in that it better
efficiency. Threats were identified to help the organization to
mitigate risks that are associated with various project tasks and
optimize the whole process. Every aspect of risks involved is
evaluated and each risk can be eliminated prior to its
occurrence. Selecting opportunity is also anticipated to benefit
the organization in that it gives a strong conclusion on what the
project will end up.
Creating at least 3 measurable project objectives based on my
analyses
Project Objective
Project Manager
Project Coordinator
Project Evaluator
To ensure successfully roll out the of project within one week
C
R
I
To ensure that half of the project deliverables are met within a
period of three months
C
A
C
To ensure that the project is completed by the end of six months
A
I
R
R: Responsible
A: Accountable
10. C: Consulted
I: Informed
Explaining why the objectives are appropriate for the project
The objectives are appropriate for the project because it will
guide all the project activities. The objectives will also ensure
optimal use of resources allocated for the project. It will also
act as a benchmark to measure whether the all the deliverables
have been met. These are also appropriate for the project in that
it will be used to monitor the schedule of the project to ensure
that the project runs as scheduled hence avoiding situations of
having to extend the schedule of the project due to delays.
Developing two metrics to evaluate achievement of each of the
project objectives
There are two metrics that will be used to evaluate achievement
of each of the project objectives. They include value of
deliverables/output and satisfaction of the project stakeholders.
These are appropriate metrics for each of the objectives. The
final outcome of the project is supposed to meet the initial aims
of the project as outlined in the scope of the project (Lock,
2017; Rose, 2013). The project’s objectives will be considered
to have been achieved if the value of the output is high. On the
other hand, if the value of the deliverables is low then it means
that the some of the objectives of the project have not been met.
The second metric that will be used to evaluate the achievement
of the project objectives is the stakeholder satisfaction. If the
project stakeholders are interviewed and they state that they are
satisfied with the deliverables of the project, then that particular
project will be deemed to have achieved its objectives (Mir &
Pinnington, 2014). On the other hand, if the stakeholders are
unsatisfied with the outcome of the project, then it means that
some of the objectives were not achieved. These metrics are
therefore important in that they are used to measure extent to
which project objectives have been met. These metrics are also
appropriate in that they guide the manner in which project tasks
are to be executed (Raymond & Bergeron, 2008).
11. References
Lock, D. (2017). The essentials of project management.
Routledge.
Mir, F. A., & Pinnington, A. H. (2014). Exploring the value of
project management: linking project management performance
and project success. International journal of project
management, 32(2), 202-217.
Raymond, L., & Bergeron, F. (2008). Project management
information systems: An empirical study of their impact on
project managers and project success. International Journal of
Project Management, 26(2), 213-220.
Rose, K. H. (2013). A Guide to the Project Management Body
of Knowledge (PMBOK® Guide)—Fifth Edition. Project
management journal, 44(3), e1-e1.
Apple Inc Project Metrics
RUNNING HEADER: Apple Inc Project Metrics
1
Apple Inc Project Metrics
2
12. Apple Inc. Project Metrics
What is next for the technology giant Apple? Apple Inc.
has been able to rapidly introduce new and innovative new
products before the marked even knew they wanted it. This
level of groundbreaking product release has given Apple
unbeatable brand equity. By determining its next project,
objectives and metrics are vital to keeping the brand alive and
relevant. Extended reality is a developing technology that has
created an unmet opportunity for Apple Inc.. The company
needs to invest in the development of Extended reality products
and wearables to advance its goals, which will grow its
competitive advantage.
Opportunity
According to the Strengths, Weaknesses, Opportunities,
and Threats (SWOT) analysis, Apple Inc.’s greatest strength is
its brand equity. Apple Inc. is a well known and loved brand
coupled with its ability to rapidly innovate new products for
consumer demands of emerging technology makes Apple Inc. a
giant in its industry (Rothaermel, 2019). Apple Inc.’s SWOT
analysis also indicates its opportunities include continued
innovation and expansion into current and new product lines.
Taking Apple Inc.’s strength and opportunity into
consideration, it is no question that Apple Inc. could
successfully launch a new project line. A growing trend in
consumer electronics is Extended Reality (Marr, 2019). Apple
Inc. can leverage this expanding interest and introduce a
complimentary Extended Reality product to keep up with
consumer demands while maintaining or to grow its competitive
advantage.
Apple Inc. will benefit from embarking on a new project based
on extended reality. The extended reality project will contain
three primary objectives. These goals would include software
and coding, engineering and development, integration of
advanced technology into Apple Inc.’s long term goal. The
extended reality project must be completed for Apple Inc. to
13. keep up with current technology trends; if not they run the risk
of falling behind the curve and losing customers (Marr, 2019).
The project will also serve Apple Inc. by adding value to
already existing product lines while enticing new customers to
buy not only the extended reality products but also other
products currently produced (Rothaermel, 2019). Finally, this
project will benefit Apple Inc. by propelling the company into a
closer, completed version of its long-time goal of a fully
autonomous driving car (Apple Inc., n.d.).
Project
The first objective to manipulate current software and coding
that would allow the fusion of an extended reality product into
their existing product lines such as the iPhone, gaming apps on
Arcade App store, and Apple HomeKit. The second objective is
to engineer and innovate current technology into complementary
wearables to include full headsets and or glasses with extended
reality capabilities that seamlessly integrate with current Apple
products and games. The final objective would use this newly
developed software and hardware and apply them toward Apple
Inc.’s long term goal of fully autonomous driving cars.
Extended reality will launch Apple Inc. into a new and unmet
opportunity both within its company and in the industry.
Completion of these objectives requires the project to follow the
timelines and responsibilities outlined in the following
Responsibility Assignment Matrix or RACI Chart (Haworth,
2018).
RACI
Tim Cook
CEO
Craig Federighi
SVP Software Engineering
John Giannandrea
SVP
AI Strategy
Jonathan Ive
Chief Design Officer
14. Dan Riccio
SVP Hardware Engineering
Software
Informed
Responsible
Consulted
Accountable
Informed
Hardware
Informed
Consulted
Consulted
Accountable
Responsible
Apple Car
Informed
Consulted
Responsible
Consulted
Accountable
Determination of timelines for this scope of a project will occur
at benchmarked accomplishments in each area’s objective.
Through this RACI Chart, every step of the project requires a
constant flow of information to CEO Tim Cook. The Senior
Vice President (SVP) of each discipline and their department
will be responsible for the completion of that department's
aligned goal while keeping lines of communication of
information and consultation open within departments (Apple
Inc., n.d.).
These objectives are appropriate for the project because the
goals align with project completion. These goals are also broad
in scope and leave room for individual innovation for the
greater good of the company. The project's generalized goals of
this project initiate the top-down planning by Apple Inc.
executives; however, it does not tighten the project planning to
a point where bottom-up emergence is impossible (Rothaermel,
15. 2019). Allowing the creative minds that Apple Inc. hires to
fully have the capabilities to explore and invent their ideas.
The completion of this extended reality project will expand
Apple Inc.’s current competitive advantage. Currently, there is a
vacancy in the extended reality niche within the industry. Apple
Inc. filling this void will give Apple products a more substantial
perceived value to its current customers as well as future buyers
(Rothaermel, 2019). Furthermore, completion of this project
will aid in Apple Inc.’s ability to advance toward its long-time
goal of the development of a self-driving car.
Metrics
An extended reality project will require time and resources
to accomplish. The length of requires this project's
achievements to be evaluated by each stage of the project's
objectives. Metrics will be used to determine if Apple Inc. is
meeting the strategic goals of the extended reality project. To
measure these, Apple Inc. should use the balanced scorecard
method and economic value creation to calculate achievement
and the companies competitive advantage.
The balanced-scorecard approach will ask and answer the
questions of how customers and shareholders view Apple Inc.,
how the project is creating value, and what core competencies
are needed? This methodology is appropriate during all three
objectives of the extended reality project. This metric will
particularly help during the manipulating and creating current
and new software objectives by answering the question to the
metric of what the consumer thinks of Apple Inc. It will give
Apple Inc. insight into future production, needed services,
production costs, and pricing (Rothaermel, 2019). Determining
the customer perspective during software and coding
development will allow Apple Inc. to evaluate where the
software is versus where the customer demands it to be. It will
also be vital to address why core competencies exist and what
needs further development (Rothaermel, 2019). These internal
and external metrics will give Apple Inc. a balanced-score card
view of their competitive advantage.
16. The economic value creation method is also an appropriate
measure to evaluate during the production of the product. At the
product engineering objective, it will be vital to understand
what the consumer is willing to pay and how much it will cost
to produce the extended reality wearables. Economic value is
the difference between the cost and what the customer is willing
to pay. This value is directly related to Apple Inc.’s competitive
advantage.
Both of these metrics combined will be needed to advance
toward the project’s final objective. The evaluation of the
internal and external forces of the balanced scorecard will be
required to further progress toward the creation and ultimate
release of the Apple Car. Continuing to evaluate the customers’
and shareholders’ view of Apple Inc. will be imperative. If the
long-term goal of Apple Inc. is to develop a self-driving car
monitoring these aspects will determine how much research and
development can be continued to invest in the goal.
The progress made throughout each of these objectives
will be a hard task. How does one determine the success of a
project when the bar to measure it has not just been moved the
bar is reinvented in its entirety. To measure the progress of each
objective Apple Inc. will have to get creative when analyzing
each goal.
While reengineering current software and coding, Apple
Inc. can measure their progress by periodically receiving
feedback from current IOS users. In doing so, Apple Inc. will
determine if changes to the interface create value or frustrate its
users. This will tie directly into the balanced scorecard as well
as economic value creation.
During product engineering and hardware, development
progress can be measured by conducting focus groups with
existing and new customers. These selected individuals can use
prototyped full-headsets and or eyewear. This will enable
feedback from the market on use, feel, portability, and many
other characteristics of the wearable. This progress will also tie
directly into the competitive advantage calculations through
17. balanced-score cards as well as economic value.
Lastly, conducting market surveys to both current and potential
customers can measure the progress of a fully autonomous car.
These surveys can ask and answer questions about the desire to
obtain this “coming-soon” product. Dependent on the buzz and
consumer demand for the Apple Car, the company will have a
good idea of limits of cost to produce as well as what the
consumer will spend and want.
Conclusion
Apple Inc.’s ability to swiftly launch new products to stay
ahead of trends and raise the bar in current trends is
astronomical. Apple Inc. cultivates the talent to introduce
products that have pioneered this generations technology
advancements. Investment into extended reality as the
companies next project will add to their legacy. Extended
reality is a niche in the industry as of yet is an unmet
opportunity primed for profit. Through the objectives of
manipulating current software and coding, engineering of
hardware, and advancing the companies long-term goal, this
project's objectives fit well with Apple. Using balanced
scorecards and economic value creation Apple Inc.’s investment
into extended reality products and wearables to advance its
company goals, while measuring current successes. Launching
an extended reality project will increase Apple Inc.’s
competitive advantage.
References
Apple Inc.. (n.d.). Retrieved from https://www.apple.com/.
Haworth, S. (2019, November 9). Create A Responsibility
Assignment Matrix (RACI chart) That Works. Retrieved from
https://thedigitalprojectmanager.com/raci-chart-made-simple/.
Marr, B. (2019, October 18). The 7 Biggest Technology Trends
In 2020 Everyone Must Get Ready For Now. Retrieved from
https://www.forbes.com/sites/bernardmarr/2019/09/30/the-7-
biggest-technology-trends-in-2020-everyone-must-get-ready-
for-now/#cea5ebc22615.
18. Rothaermel, F. T. (2019). Strategic management (Fourth). New
York: McGraw-Hill Education.
Golf2Golf Products Order FormShipping weight175Region
number 1Shipping method3Customer
type2Item#QuantityDescriptionTotal1107248152520Total
OrderShippingHandlingDiscountGrand TotalFNU-A
CostsPricing Information for Golf EquipmentTheZone
Equipment DivisionItem#DescriptionPrice/item1Titanium
Driver - Men$ 325.002Fusion Driver - Women$
545.003Titanium Driver - Women$ 300.004Fairway Woods -
Men$ 199.005Hybrid Woods - Men$ 59.956Fusion Fairway -
Women$ 500.007Stainless Steel Fairway - Women$
200.008Irons w/Steel Shafts - Men$ 525.009Hybrid Irons -
Men$ 399.0010Irons w/Steel Shafts - Women$
375.0011Hybrid Irons - Women$ 399.0012Steel Putter - Men$
119.9913Steel Putter - Women$ 119.9914Forged Wedges -
Men$ 105.0015Package - Men$ 675.0016Package - Women$
675.00
HandlingHandling charges:Total order value$ - 0$ 2,500$
5,000$ 7,500$ 10,000$ 12,500Handling charge (% of order
value)0.0070.0060.0050.0040.0030.002Maximum Handling
Fee$ 30.00
DiscountsDiscountTotal Order ValueDescription$ -$ -Less
than $5,000, no discount$ 125$ 5,000At least $5,000 but less
than $10,000, $150 discount$ 500$ 10,000At least $10,000
but less than $50,000, $400 discount$ 1,000$ 50,000$50,000
or more, $1000 discount
ShippingShipping Method - Standard Region12341$ 0.11$
0.12$ 1.50NA2$ 0.19$ 0.13$ 2.00NA3$ 0.25$ 0.14$
2.10$ 0.204$ 0.29$ 0.17$ 2.25$ 0.205$ 0.46$ 0.41$
3.50$ 0.35Shipping Method - Preferred Region12341$ 0.10$
0.11$ 1.35NA2$ 0.17$ 0.12$ 1.80NA3$ 0.23$ 0.14$
1.89$ 0.184$ 0.26$ 0.15$ 2.03$ 0.185$ 0.42$ 0.37$
3.15$ 0.32Shipping Method - Most Preferred Region12341$
19. 0.09$ 0.10$ 1.22NA2$ 0.16$ 0.11$ 1.62NA3$ 0.20$
0.12$ 1.70$ 0.164$ 0.24$ 0.14$ 1.82$ 0.165$ 0.37$
0.33$ 2.84$ 0.28
Customer Name:
Preferred
CA
Truck
1 2=Description 3=Quantity 4=Volume 5= $/Unit 6=Total
Item# Description Quantity Volume (cf) $/unit Total
Total Order
Discount 7=Discount
Shipping 8=Shipping
Grand Total 9=Grand Total
Discounts =Discount!$B$1:$F$2
ItemList ='Item List'!$A$2:$D$19
Sched1 =Sched1!$A$2:$B$18
Sched2 =Sched2!$A$3:$B$7
Ship1 =Ship!$B$4:$D$8
Ship2 =Ship!$B$12:$D$16
States =States!$B$2:$D$52
1=Item#
2=Description
3=Quantity
4=Volume
20. 5= $/Unit
6=Total
7=Discount
8=Shipping
9=Grand Total Sum of Total Order + Discount + Shipping
Freight Customer Type (regular, preferred)
Ship to State abbreviation
Ship Method (truck,rail,air,boat)
Find the Discount ==> =-
HLOOKUP(F16,Discounts,2,TRUE) * F16 ==> - Discount *
Total Order
Find the Discount ==>
=INDEX((Ship1,Ship2),VLOOKUP(F5,States,3,FALSE),MATC
H(F6,Ship!B3:D3,0),MATCH(F4,{"regular","preferred"},0))*D
16 ==> - Discount * Total Order
Select the Column in the Table
2
=IF(ISBLANK(A9), "", C9* E9)
Setup the following Name Defined:
Choose the FALSE for Sched1 and TRUE for Sched2 ==>
VLOOKUP(A9, ItemList, 3, FALSE)>1
VLOOKUP(IF(VLOOKUP(A9,
ItemList, 3, FALSE) = 1, A9, C9),CHOOSE(VLOOKUP(A9,
21. ItemList, 3, FALSE), Sched1,Sched2),2,VLOOKUP(A9,
ItemList, 3, FALSE)>1)
Choose the Price Schedule Table ==>
CHOOSE(VLOOKUP(A9, ItemList, 3, FALSE), Sched1,Sched2)
IF(VLOOKUP(A9,
ItemList, 3, FALSE) = 1, A9, C9) ==> Sched 1 use Item# and
Sched2 use Quantity
Find the Price Schedule ==> VLOOKUP(A9, ItemList, 3,
FALSE)
Fishing Division Order Form
=IF(ISBLANK(A9),"",VLOOKUP(IF(VLOOKUP(A9, ItemList,
3, FALSE) = 1, A9, C9),CHOOSE(VLOOKUP(A9, ItemList, 3,
FALSE), Sched1,Sched2),2,VLOOKUP(A9, ItemList, 3,
FALSE)>1))
=IF(ISBLANK(A9)," ",VLOOKUP(A9,ItemList,2,FALSE))
Enter Item #
Enter Quantity
=IF(ISBLANK(A9), "", VLOOKUP(A9,ItemList,4,FALSE)*C9)
OrdersFishing Division Order FormCustomer Name:Freight
Customer Type (regular, preferred) Ship to State
abbreviationShip Method
(truck,rail,air,boat)Item#DescriptionQuantityVolume
(cf)$/unitTotalTotal OrderDiscountShippingGrand Total
Item ListItem#DescriptionPrice ScheduleShip Volume
(CF)201Proline Cast Reel10.50202Supra Cast
