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BIS 155 Course Project Excel Project
BIS 155 Lab 1 of 7: Saddle River Marching Band
BIS 155 iLab 1 Upper Saddle River Marching Band (New)
BIS 155 Lab 2 of 7: Excel's Advanced Formulas & Functions
BIS 155 iLab 2: First National Bank (New)
BIS 155 Lab 3 of 7: Alice Barr Realty Analysis
BIS 155 iLab 3: Luke Liberty Realty (New)
BIS 155 Lab 4 of 7: Create Address Labels
BIS 155 iLab 4 Student Education Trust Create Address Labels
(New)
BIS 155 Lab 5 of 7: Bruno's Pizza Analysis
BIS 155 iLab 5: Carina's Pizza Analysis (New)
BIS 155 Lab 6 of 7: Day Care Center
BIS 155 iLab 6 (Week 5) Day Care Center (New)
BIS 155 iLab 7 (Week 6) Analysis of a business Scenario

BIS 155 Lab 7 of 7: Access Database
BIS 155 iLab 8 (Week 7) Descriptive statistics, formatting, graphs,
and regression analysis
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BIS 155 Final Exam Guide (Cool Clocks, Inc.)
BIS155 Practical Final Exam Instructions 1 for Cool Clocks, Inc. (v2)
Complete the tasks below using Microsoft Excel. You may refer to
your notes, the textbook, or other resources (for example, you may
search the Web for information). You may not get interactive help
from any other person (either in person or via email, text messaging,
IM, or other communications channels). I strongly recommend that
you save your work frequently.
1. Formatting and charts (TCOs 1 & 3; 40 points)
a. Enter your name and today's date on the Documentation sheet
b. Select the Q1&Q2 sheet, and adjust the widths of the columns as
needed

c. Center the title "Cool Clock, Inc. Sales by Product" across
columns A-D, increase the font size to 20, and change the font color
to red.
d. Bold the column headings "Product", "Unit Price", "Quantity"
and "Total Sales".
e. Add formulas to the Total Sales column to calculate the total
sales for each product.
f. Add a grand total at the bottom of the Total Sales column, in
cell D8.
g. Format the numbers in the Unit Price and Total Sales columns
as accounting or currency format with a dollar sign and two decimal
places.
h. Create a 3-D pie chart on a separate sheet that displays the
percentage of total sales for each product & the product name. (Do
not include the grand total in the pie chart!).
i. Make the title of the chart & the worksheet tab "Total Sales by
Product".
j. Place each product percentage of sales inside its pie slice.
k. Place a legend for all products on the right side of the chart.
l. Move the sheet named ―Total Sales by Product‖ with the pie
chart immediately after the Q1&Q2 sheet.
m. Save your work (CTRL+s) - (but leave it open to continue).
2. Formulas and applications (TCOs 2 & 7; 40 points).
On the Q1&Q2 sheet, in cell E8, add a formula using a lookup
function that will look up the grand total in cell D8 in the table of
sales and assessments in A11:B13, and display the corresponding
assessment. Use a range lookup. (For example, if the grand total of

$12,500 is displayed in cell D8, "Good" should be displayed in cell
E8.)
In cell E9 enter the label Highest Sales. In F9 enter a formula using a
function to display the highest total sales value for any product.
In cell E10 enter the label Lowest Sales. In F10 enter a formula using
a function to display the lowest total sales value for any product.
In cell E11 enter the label Average Sales. In F11 enter a formula
using a function to display the average total sales value for all
products.
Format the labels and statistics (Highest Sales, Lowest Sales, and
Average Sales) to display an outline (exterior border) around these
cells for readability. Resize all columns for visibility.
Add comments to cells F9, F10, and F11. In your comments, explain
briefly in your own words what is displayed in each cell.
Add gridlines and cell formatting and color formatting to cells
A10:B13.
Add a top and double bottom border to cell D8.
Protect the worksheet so the contents cannot be accidentally changed
by a user. Do not use a password.
Save your work (CTRL+s) - (but leave it open to continue).
3. Data cleansing, lists, sorting, conditional formatting, and pivot
tables (TCOs 4 & 8; 40 points).
On the Q3 sheet, adjust the widths of the columns as needed.
Column C contains each customer‘s combined first and last name.
Insert two empty columns to the right of column C, and use an Excel
feature to separate the customers‘ first names and last names into the
new columns. In the first row, label the new columns Customer First

Name and Customer Last Name. After doing this, delete the original
Customer Name column. Resize the columns.
Convert the list of orders (A1 – J21) into an Excel table.
Sort the table into descending order (highest to lowest) by Order
Amount.
Apply conditional formatting to the Order Amount column so that
order amounts greater than $100 are highlighted in green.
Convert the table back into a range.
Create a pivot table on a new worksheet that uses Customer Country
as the row field, Product as the column field, and the sum of Order
Amount as the values.
Place this sheet immediately after the Q3 sheet, labeled Q3-Pivot.
Format the cells in the Pivot table using all borders with accounting or
currency format with 2 decimal places. Add gridlines to the Pivot
table.
4. Data consolidation, analysis, and reporting (TCOs 5 & 9; 40
points)
a. Group the four sheets Q4 East, Q4 Central, Q4 West, and Q4
Summary.
b. While the sheets are grouped, bold the labels in row 1 and
column A, and format the values in cells B2:E5 as currency with no
decimal places. Resize all columns.
c. Ungroup the sheets (very important!).

d. On the Q4 Summary sheet, use 3D formulas to create a
summary that displays the totals for each product and quarter over all
3 regions (East, Central, and West).
e. Create a clustered column chart that shows total sales of each
product in each quarter. Each cluster should represent a quarter, and
each individual column should represent sales of a product within that
quarter. Place your chart on the Q4 Summary sheet to the right of the
data. Give the chart an appropriate title.
f. Add a trend line to the chart to show how sales of alarm clocks
are changing over time.
g. In the space provided on the Q4 Summary sheet, write a brief
(2-3 paragraph) analysis report to the manager of the Cool Clocks
business. In your report, explain your findings on the trend in sales of
alarm clocks, and any other patterns you observed in sales of the
product categories; and recommend at least one specific action that
Cool Clocks should take regarding the alarm clocks product line.
5. What-if analysis (TCO 6; 40 points)
a. On the Q5 sheet, please format the Title row at the top of the
worksheet stating ―Detailed Sales What-if Analysis‖. Make sure it is
centered across columns A – G and has a heading format.
b. Enter formulas in cells B6, B7, and B8 to calculate the total
sales, total cost, and net income for a new product line, based on the
projected unit sales, unit price and unit cost provided.
c. Adjust column widths as needed and format all values except
unit sales as currency with no decimal places.
d. Complete the one-variable data table under the heading ―Effect
of Varying Unit Sales on Total Sales, Total Cost, and Net Income‖ to

calculate the total sales, total cost and net income for projected sales
of 80, 90, 100, 110, and 120 units.
e. Complete the two-variable data table under the heading ―Effect
on Net Income of Varying Unit Sales and Unit Price‖ to calculate the
net income for projected sales of 80, 90, 100, 110, and 120 units at
unit prices of $4, $5, $6, $7, and $8.
f. Format cells A3 – B8 with a thick box border.
g. Format the one-variable data table with themed cell style. Make
sure the Initial values, Total Sales, Total Cost and Net Income have
an accent color.
h. Format the two-variable data table with a themed cell style.
Make sure the initial values for the horizontal and vertical have an
accent color.
i. Add conditional formatting to the one-variable data table.
Format the top 10% with green fill. Format the bottom 10% with red
fill.
Save your work (CTRL+s) and close.
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BIS 155 Final Exam Guide (Music on Demand)

Complete the tasks below using Microsoft Excel. You may refer to
your notes, the textbook, or other resources such as the Web You may
not get interactive help from any other person, either in person or via
email, text messaging, instant messaging, or other communications
channels. I strongly recommend that you save your work frequently.
You have 4 hours to complete this exam.
Note: Be sure to spell check on every worksheet and correct all
spelling errors.
Getting started
Open Excel (either on your desktop or in Citrix)
If you are using Citrix, you need to upload the spreadsheet to your
virtual drive before you can open it in Excel
Open the Practical Exam spreadsheet you downloaded from the
course Exam page.Save the spreadsheet as LastnameFirstInitial
Week8 FinalExam.xlsx. (i.e., if your name were Jane Doe, your file
name would be: DoeJ Week8 FinalExam.xlsx)
Questions/Problems
Formatting and charts (TCOs 1, 2, and 3; 30 points) Using the
Documentation sheet:
a. Enter your name and today's date.
Using the ‗Quest 1 & 2‘ worksheet:
Adjust the widths of the columns so all data is visible.
Center the title "Music on Demand - Sales by Product" across
columns A-D.

Increase the font size to 16, and change the font color to red.
Bold the column headings "Product", "Unit Price", "Quantity", and
"Total Sales".
Add formulas to the Total Sales column to calculate the total sales for
each product.
Add a grand total at the bottom of the Total Sales and Quantity
columns.
Format grand totals so that they are easily read.
Format the numbers in the Unit Price and Total Sales columns as
accounting or currency format with a dollar sign and two decimal
places. Format appropriately.
Correct spelling by using the Spell Check feature.
Create a 3-D pie chart on a separate sheet (Chart1) that displays the
total sales for each product. (Do not include the grand total in the pie
chart!)
Move the chart to a new worksheet titled ―Chart 1‖.
Make the title of the chart "Total Sales by Product".
Place each product name and its percentage of sales at or inside its pie
slice, with product names off to the right as well.
Move the Chart1 pie chart worksheet immediately after the Quest
1&2 sheet.
Save your work (CTRL+s).
Formulas, applications and statistical functions (TCOs 2, 3, 6, and 10;
30 points) Using the ‗Quest 1 & 2‘ worksheet.
Draw a box around the table at A22-B25, with a light shading color
for the column labels.

In cell E18, add a formula using a lookup function that will look up
the grand total in cell D18 in the table of sales and assessments in
A22:B25, and display the corresponding assessment. (For example, if
the grand total of $505 is displayed in cell D18, "Good" should be
displayed in cell E18.)
In cell E19 add the label Highest Sales. In F19 add the function
formula for Maximum based on the Total Sales column.
In cell E20 add the label Lowest Sales. In F20 add the function
formula for Minimum based on the Total Sales column.
In cell E21 add the label Average Sales. In F21 add the function
formula for Average based on the Total Sales column.
Place a border around the statistics data and widen columns as needed
for readability.
Lists, sorting, charts, and conditional formatting (Excel; TCOs 4 and
6; 40 points) Using the ‗Quest 1 & 2‘ Worksheet:
Convert the list of products, unit prices, quantities, and total sales in
A3:D17 into a table on the Quest 3 – Lists & Sorting sheet starting in
cell A1.
Using the ‗Quest 3 – Lists & Sorting‘ worksheet:
Sort the table into descending order (highest to lowest) by Total Sales.
Apply conditional formatting to the Total Sales column so that sales
greater than $1,000 are highlighted in green.
Create a pivot table using the table data from Quest 1 & 2 on a new
sheet and name it MoD-3b. Then move it after ‗Quest 3 Lists &
Sorting‘. Create a pivot showing the list of products in alphabetical
order, showing total sales by product with appropriate currency
formatting.

Create, on this same sheet, a line graph using the sales data from the
pivot table. Add chart title and labels as appropriate.
Functions and Financials (TCO‘s 2, 6, and 7; 30 points)
Using the Quest 4-Financials worksheet:
Complete the Profit and Loss Statement provided by adding formulas
(referenced shaded cell locations) and using the product and Total
Sales data already included in Quest 1 & 2. Note: Do not just re-key
the data, but use references from the original data.
Format the Total Revenue, Expenses, and Net Income in bold, and
choose a fill color for the Net Income.
Perform a one-way analysis (i.e., Week5, iLab 6) to see at what sales
volume level MP3 player sales add at least $1,000 to net income.
Apply conditional formatting to the options that produce at least
$1,000 in net income in the above table.
Format all the numeric data and labels on the worksheet using
consistent and business like formatting options.
Continue using the ‗Quest 4 – Financials‘ worksheet:
Music on Demand (MoD) wants to apply for a 20-year loan and they
need to know how much the monthly payment will be with a $10,000
down payment or a $20,000 down payment on a loan of $160,000.
The annual interest rate is 3% and payment is assumed to be made at
the end of the period.
Complete the chart and calculate the monthly payment, using an
Excel function.

Secure/Protect, without a password, the Quest 4-Financials worksheet
tab.
Organization, Planning and Consolidation Strategies (TCO‘s 5, 7, &
8; 40 Points) Using the ‗Quest 5 – Organizing Data‘ worksheet:
Consolidate the information on the Quest 5-Organizing Data sheet
from the three (3) worksheets (DC Branch, Houston Branch, and LA
Branch), using consolidation strategies that include:
Group sheets and use the auto-fill to complete the list of months in
Column A and add totals for rows and columns.
Apply formatting to column headings and merge and center a title
across row 1 for each sheet.
Open the blank worksheet, Quest 5-Organizing Data, and on the data
tab click consolidate.
Choose the sum function to sum the data.
Add each worksheet to the consolidated Summary.
As an alternative to steps 3-5 above, use 3-D referencing to
summarize the data.
Add row and column summary totals on the Quest 5-Organizing Data
Worksheet.
Summarize your results using an appropriate chart type and place it
below the summarized data.
Spell check the worksheet.
Analysis, Summary and Recommendation (TCO‘s 8, and 9; 30
Points).

Analyze the results from Quest 5-Organizing Data worksheet and
create a report/memo with the following:
Identify the top two selling items and the two lowest selling items.
Add a Chart/Table (s) to reflect your results – or use the chart created
in step 5
Offer management a recommendation to improve the business based
upon your analysis.
List at least two Lessons Learned from your course experience.
Save and close your Excel file.
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BIS 155 iLab 1 Upper Saddle River Marching Band (New)
Scenario/Summary
You are the assistant to the band director for the Upper Saddle River
Marching Band, and you must prepare a report showing the status of
the marching band fundraising event for presentation to the board of
trustees. The report will summarize all sales of all items and include
the total profit-to-date with the amount remaining to reach the profit
goal. You will open the partially completed workbook, create

formulas, format for presentation to the board, and add charts to
graphically depict the sales over time and by product.
Deliverables
STEP 1: Opening and Saving
Download the spreadsheet, Week1 iLab Capital Fundraising
Student.xslx. You will be prompted to save the file. Click yes.
Open the saved file from your Download folder on your computer.
Note: If you are using the Remote Lab environment you will need to
follow the instructions for uploading the file. These instructions can
be found on the iLab page when you click on the iLab icon on Course
Resources.
STEP 2: Adding a Documentation Sheet
Insert a new spreadsheet into the workbook.
Change the name from Sheet 2 to Documentation. The
Documentation Sheet should be the first sheet in the workbook.
Include your name, the date, and the purpose of the spreadsheet. Your
documentation sheet should look something like the one below.
Upper Saddle River Marching Band—Fundraising Event
Creator Your Name
Date Date
Purpose Board of Directors Presentation on Fundraising Sales
to date
STEP 3: Format Your spreadsheet
Apply formatting to your spreadsheet.

Your goal is to take into consideration readability, reliability, and re-
usability. Remember that presentation has an impact on the viewer,
and professional appearance is important for reporting data, just as
personal appearance impacts perception. The goal is to make the data
more readable, and possibly to highlight data that might otherwise be
lost in many numbers.
The minimum formatting requirements (per the Grading Rubric) are:
Title Rows formatted as titles
Font Size changes
Color Changes
Use of Shading and Borders
Currency and numeric formatting
Note: Refer to the Formatting video in the lesson tutorials for help
with this step.
STEP 4: Add Formulas
A. Create the formulas needed to calculate the following for each
item:
Net Selling Price = Selling Price * (1 - Sales Discount)
Total Sales = Sum(Daily Sales) * Net Selling Price
Total Profit = Total Sales - (Cost per item * sum(Daily Sales))
Average Profit % = Total Profit / Total Sales
B. Create Grand Totals for the Total Sales and the Total Profit
columns.
C. Create the formula that will average all of the item profit %.

D. Create formula to calculate the Remaining Profit needed to
make the Marching Band goal for the fundraising campaign.
Remaining Profit = The Profit Goal - Total Profit (all items)
One of the strengths of Excel is its ability to make tedious and
repetitious calculations, for speed and to reduce errors. Like all tools,
there is always the possibility that you could use it incorrectly, so with
formulas, it is important to verify the formulas you enter are correct.
Note: Refer to the Creating Formulas video in the Lesson tutorials for
help with this step.
If you have done the Tutorial on formulas, you will have noticed,
during the creation of the formulas, that there are many ways to
accomplish similar results. Remember that arithmetic formulas follow
an order in which calculations are performed. I make it a personal
habit to always use parentheses () to order the calculations in the
order in which I want them performed, so as not to make a mistake.
For example, if I enter the following formula into Excel, what is the
outcome that I wanted?
6 + 4 * 10
Did I mean to have a result of 100 [(6+4) * 10] or 46 [6 + (4 * 10)].
Excel would give you 46.
Excel will try to follow the following order of execution whenever
possible, but I would use the best practice of always using parentheses
to be certain of what you want.
1. Parenthesis
2. Exponents
3. Multiplication and division
4. Addition and subtraction
STEP 5: Clean-Up

Clean-up the formatting of your report, taking into account
professional appearance.
The minimum requirement (per the Grading Rubric):
Apply a color to each tab (sheet) in the workbook
Assign a descriptive name to each tab (sheet) in the workbook
Printing Setup (for each sheet)
o Create a Custom Page Header
o Set the page orientation to landscape
Note: Refer to the Formatting Cleanup video in the lesson tutorials for
help with this step.
Remember, professional appearance doesn't only promote better
readability of your report, but represents you as a professional.
STEP 6: Create Charts to Represent the Data
Because a picture is worth a thousand words, create each of the charts
below to further enhance your report. Each chart should be on a
separate sheet in the workbook.
• Pie chart
• Bar chart
• Line chart
Note: Refer to the Creating Bar Charts, Pie Charts, and Line Charts
videos in the lesson tutorials for help with this step. Once you have
completed the tutorials, you can apply your skills to this step of the
assignment.
Be sure to properly label the charts - do not leave default titles such as
"Axis" or "Series".

STEP 7: Save and Submit
Save your Excel file.
Your Excel file should contain five worksheets.
• Documentation
• Sales-Data
• Profit by Product
• Percent Sales Graph
• Profits-by-Day
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BIS 155 iLab 2: First National Bank (New)
Scenario/Summary
You are an intern at First National Bank working in the loan
department, and your boss has asked you to prepare the monthly
"New Loan Report" for the Board of Directors. This analysis report
will clearly list and summarize all new loans for residential housing in
the past month. The summary area includes the loan statistics as
labeled data in the data file. The format of the report should be
appropriate for the Board of Directors for the First National Bank.

Be sure to watch the tutorials at the end of the Lesson page.
Deliverables
Step 1: Open, Save, and Document the Workbook
A. Download the Week2_iLab_FirstNatlBank_Students.xlsx
Workbook. Open the file in Excel, and save it as the file name as
describe above (i.e., Doe_J_Week2 iLab.xlxsm). [Note: You may get
a popup message that asks you to "Enable Saving". Simply click
"Yes" to Enable and you will be able to save the file]
B. It is recommended that as you progress through this
assignment, that you work on what you have learned so far, in terms
of readability. Be sure to keep your worksheet professional with easy
to read column headings, shading, spacing, boxes, logos, and so on.
Remember to label your worksheets with appropriate labels (i.e., not
sheet1, sheet2, etc.).
C. Add a documentation sheet that provides a spreadsheet title,
author, date, and purpose. Format the documentation sheet. The
bank's logo is dark blue, so use a color scheme that reflects that logo.
Select complementary Font and Fill colors for the documentation
sheet. Ensure that the sheet tab is named Documentation and that the
documentation sheet is the first sheet in the workbook.
Step 2: Create Calculations
Functions are used to calculate the interest rate, down payment,
monthly payment, and average selling price for each residential home
in the worksheet. You need to create a formula to determine the down
payment. Finish the calculations by using the appropriate functions to
complete the Loan Statistics summary area of the worksheet.
A. Use a VLOOKUP function to determine the interest rates in
column D. There is a tutorial video on creating and using VLookup
tables at the end of the Lesson page.

B. Calculate the down payment by multiplying the results of a
VLOOKUP function by the selling price. Enter the formula in column
E.
C. Calculate the amount to be financed by subtracting the down
payment from the selling price. Enter the formula in column F.
D. Use a PMT function to determine the monthly payments in
column G. You should assume that the payment is being made at the
beginning of the month. Remember that the Interest Rate being shown
is an annual percentage rate (APR), yet the payments are being made
monthly. Be sure to make your adjustment to the interest rate for this.
In addition, the term of the loan is being shown in years. Be sure to
adjust the years to months in your PMT function argument.
E. Use appropriate formulas and functions to calculate our loan
statistics for the month.
• Number of Loans
• Lowest Amount Financed
• Total Amount Financed
• Highest Amount Financed
Step 3: Format the Worksheet
Now that you have finished the calculations, you must format the
worksheet in a professional manner suitable for delivering to the
Board of Directors. Your final worksheet will look something like the
worksheet below.
A. Format all money figures as currency with two decimals and
all percentages as percents.
B. Adjust columns sizes to fit the data.
C. Merge and center titles and size appropriately.
D. Change font color to dark blue.

E. Add a small graphic appropriate for the purpose of the
worksheet.
F. Separate sections of the worksheet and provide borders as
appropriate.
Step 4: Create an Excel Application With Macro and Macro Button
A. Add a new worksheet to the workbook, and name it Loan
calculator.
B. Create a user input section that asks users to input the
following:
1. What is the price of the home?
2. Do you wish to put any additional money down?
3. Pay at the beginning of the month?
C. Create an Output section that uses the user-provided data and
calculates the mortgage payments for a 15-year loan, a 20-year loan,
and a 30-year loan.
D. Add user input validation to ensure that users input at least
$50,000 for the cost of the home and answer Yes/No to the payment
question.
E. Unlock the cells in which users will input data so that you
may protect the sheet to keep users from changing other areas.
F. Create a Macro.
G. Use Insert Shapes to add a Macro button that will allow users
to clear values and start over. Name the button Enter New Values.
H. Protect the worksheet, but do NOT require a password.
I. Format the worksheet so that it is easy to understand and use.
The following is a sample of what your final worksheet might look
like:

Save your file as an xlsm file and submit to the Dropbox. Make sure
you post a comment about what you learned when submitting the file.
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BIS 155 iLab 3: Luke Liberty Realty (New)
You are an intern with the Regional Realty Association and are
analyzing the claim made by Luke Liberty Realty that "we get your
price." You have prepared a spreadsheet that shows data relating to 3
months' sales by Luke Liberty Realty. You are going to determine the
percent of asking price for each home sold and analyze the sales data
to determine the true track record of the company in selling homes for
the asking price.
STEP 1: Open, Save, and Document the Workbook
You must open a workbook that lists home sales for 3 months.
A. Download the workbook
Week3_iLab_LibertyRealty_Student.xlsx
B. Open the workbook in Excel, and save it according to the file
naming convention above.
C. Insert a documentation sheet that includes title, author, date,
and purpose. Format it appropriately, including changing the Sheet
Name to Documentation. At the end of this activity, you will be asked

to provide a conclusion as to whether this realty company "really gets
your price."
STEP 2: Add Calculations and Format Sales Data Worksheet
A formula is used to calculate the percent of asking price, and this
formula is applied to all listed sales. You will format the list in an
attractive and useful manner.
A. Calculate the percent of asking price for each sale (selling
price divided by asking price). Enter the formula in Column F. Format
Column F as a percentage with one decimal.
B. Format Columns D and E as currency, with no decimals.
Format Columns G and H as dates so just the day and month (e.g., 5-
May) are visible. You will need to use the Number Format dropdown
list, select More Number Formats, and select the Date category.
C. Widen columns to make all data and headings visible. Format
titles as appropriate. Bold and center the column headings.
Your Sales Data worksheet will look something like this.
STEP 3: Sort Data and Create Summary Report and Chart
A. Before analyzing data, it is a good idea to copy the data to a
new worksheet so that you have a back-up copy of the original data.
Right click on the Sales Data sheet tab and select Move or Copy.
Create a copy of the current spreadsheet and move it to the end. Name
the sheet Sorted Data.
B. In order to sort the data, you may want to convert them to a
data table. Format the data table to look attractive.
C. Sort the data by selling agent (A to Z) and then by asking price
(largest to smallest).
D. Convert the sorted data back into a range, and create a
summary report showing the total asking price and total selling price
by selling agent.

E. Create a column chart that shows the difference by agent
between asking price and selling price.
STEP 4: Filter the Data
A. Create another copy of the original sales data. Rename the
sheet Filtered Data.
B. Convert the range to a table, and then filter to show only those
properties sold in Miami by agent Carey.
STEP 5: Apply Conditional Formatting
You determine that one measure of how well the company "gets your
price" is to set a scale. Excellent performance is at or above the asking
price. Good performance is between 95% and 100%. Below 95% is
average performance. You will create conditional formatting rules to
display graphically the performance level for each sale. Make a copy
of the original sales data chart. Name the new sheet Conditional
Format.
A. Select the data range and insert a table.
B. Use Advanced Formatting to set up the following conditional
formatting rules for the field Percent of Asking Price.
• Greater than or equal to 100% = GREEN
• 95% to 99.9% = YELLOW
• Less than 95% = RED
C. Use Percent of Asking Price as the Sort Key, and sort by color
with green first, then yellow, and then red.
STEP 6: Create a Pivot Table
Now that you have sorted, subtotaled, filtered, and conditionally
formatted the data, you have a few more questions to answer. You
want to see average percentage of selling price by agent and by city.
This will allow you to see whether there are any patterns based on the

city or based on the salesperson. To do this kind of comparison, you
decide to create a pivot table.
A. Open the Sales Data worksheet. Select the Sales Data range
(A3:H33). From the Formulas tab, select Define Name from the
Defined Names group. Name the range of cells SalesData.
B. Create a pivot table based on the named range, SalesData.
Create the pivot table in a new worksheet.
C. Select Selling Agent as your Row Labels and City as your
Column Labels. Select Percent of Sales as your Values. Change the
Summary type for Percent of Sales to average, the Number Format to
percent, and the Name to Average Percent of Asking Price. Apply
Data Bars Conditional Formatting to the percentages. Hide the Field
Headers.
D. Rename the sheet PivotTable, and move it so that it is the last
tab in the worksheet.
STEP 7: Draw a Conclusion
On the Documentation Sheet, add a section called Analysis. Based on
your data analysis, do you believe that Luke Liberty Realty should be
allowed to advertise that they "Get your price?" Justify your answer
by referring to the data analysis you have just completed.
Submit your completed workbook to the Dropbox. Make sure you
post a comment about what you learned when submitting the file.
==============================================
BIS 155 iLab 4 Student Education Trust Create Address
Labels (New)

You work with the Student Education Trust, which allows you to
demonstrate your expertise with Excel. The trust is sponsoring an
auction, and you have received a list of all donors who have
contributed to this auction. The list was pulled from their database as
a comma-separated text file. You have been asked to create a letter
that will go out to each of the contributors that will accept their
donation. Tickets to the event will be enclosed. The letter requires that
you provide the following pieces of information.
• Full name and address
• First name
• Donated item
• Value
• Number of tickets requested
STEP 1: Import Text File Into a Spreadsheet and Clean up Data
A. Download the text file:
Week4_iLab_MailingData_Student.txt. To complete the download,
right click on the file name and select Save Link As. The file will save
to your local drive.
B. Open a new Excel file and import only the data from the txt
file you will need for your letter (i.e., excluding unnecessary
columns).
C. Separate the first and last names into two columns so that you
may use the first name in a Mail Merge. Make sure the fields are
named LastName and FirstName.

D. Check the accuracy of all data by using the Spelling tool in the
Proofing group.
E. Add a documentation sheet that provides a spreadsheet title,
author, date, and purpose. Format the documentation sheet by
applying a professional color scheme to the text. Ensure that the sheet
tab is named Documentation and that the documentation sheet is the
first sheet in the workbook.
STEP 2: Create Merge Document
A. Open the Week4_iLab_Trust_Template_Student.docx
document in Word. Make sure that the document is in the same folder
as the Excel spreadsheet. This will make it easier to work with the
two documents during the Merge process.
• Note: Be sure to name this file, using the naming conventions
listed above.
B. Merge information from your Excel spreadsheet into the Word
document. Your completed merge will look like the following when
complete.
9/27/2015
Student Education Trust
123 Adams Street
Pittsburgh, PA 15697
Shelly Martin
123 North Street
Dear Shelly,
Thank you for your generous donation to the Student Education Trust
Fundraiser. We are delighted to accept the following donation.

Item: Massage
Item Value: $50.00
Enclosed you will find the 2 tickets you requested for this Fundraising
event, which will take place on Friday, October 24, 2015. We will be
looking forward to seeing you and giving your personal thanks.
Thank you again for you support of the fund. The proceeds will
support international annual rescue efforts.
With Special thanks,
Jeffrey McMillan
President
Student Education Trust
Accept all spelling suggestions in the document, and save document
as described above.
STEP 3: Create Address Labels
Create labels for the letters. The Student Education Trust wishes to
use mailing labels to address the envelopes. They own 8 1/2 x 11"
sheets of label paper with 1" by 4" labels, which they purchased from
the local Office supplies store. Note: Select a label type that is similar
to this (i.e., 3 labels across, and about 4" deep).
Note: Be especially aware of the extra spacing that Microsoft
automatically provides (i.e., space after paragraph), and be sure to
make sure the labels are single spaced.
A. Create a new file for printing labels.
B. Merge data from your Excel spreadsheet into the new label
document. You can assume that a standard address block is required
for the labels.

Submit your completed workbook and the two Word documents
(merged letters and merged labels) to the Dropbox. Make sure you
post a comment about what you learned when submitting the files.
==============================================
BIS 155 iLab 5: Carina's Pizza Analysis (New)
The owner of Carina's Pizza, wants to evaluate the profitability of the
three restaurants before expanding further. They are particularly
interested in the comparative results of three dining categories, dine-
in, pickup, and delivery. Carina has asked for your help in doing this
analysis in return for a small stipend and all the pizza you can eat.
You have already prepared a template and distributed it to each
restaurant manager, who has entered the sales data for last year. Your
next task is to consolidate the data into a single workbook that shows
the total sales for each quarter and each dining category. The
information should be shown in tabular, as well as graphical formats.
You will also create a documentation sheet so that Joe will know
exactly what you have created.
Lab Steps
STEP 1: Open all Worksheets and consolidate into a summary
worksheet.

You will be using Week5_Lab5_Carinas_Summary_Student.xlsx the
partially completed Summary workbook and the completed Northside
Workbook, Southside Workbook, and Downtown Workbook.
Consolidate the data from the three completed worksheets into the
Summary workbook (Week5_Lab5_Carinas_Summary_Student.xlsx).
A. The individual worksheets for the three locations have been
placed in the single workbooks (Northside, Southside and Downtown)
for you. Be sure to practice the copying feature from multiple
workbooks, as shown in the tutorial videos.
B. Using the Consolidate feature and perform a summary
consolidation of the three locations into the provided summary
worksheet page.
C. Rename the file that includes your consolidated summary
worksheet. File naming convention: If your name is Jane Doe, then
your files should be named very similar to: Doe_J_Week5_iLab.xlsx.
D. Close the Northside, Southside and Downtown Workbooks.
Leave your Summary workbook open.
STEP 2: Summarize Dining Categories by Quarter
You must provide a summary report of the dining category sales by
quarter for the year so that Joe Bruno knows exactly what each
location is doing.
A. Create formulas to calculate sales by dining category and
quarter on the Summary Sheet.
B. Group the worksheets and add Grand Totals by Dining
Category and by Quarter.
STEP 3: Create Graph
Carina is more of a visual person, and you want to present your data
in an alternate way. You will create a chart to summarize your data.

A. Create a chart on the separate sheet already in your workbook.
Your chart should show the amount of income from each of the
dining categories displayed by quarter. A trend line might help her to
see the area of highest growth.
B. Include a title, legend, and data labels on your chart.
C. Format the chart to coordinate with your summary table, using
the same colors, fonts, titles, and clip art.
Need help? Review the Week 1 step-by-step instructions for charting.
Hint: Select clustered columns as your basic chart type. The following
is a suggested format (your answers may vary).
Image Description
STEP 4: Create a Documentation Sheet
You must document your worksheet with a professional-looking
documentation sheet before Carina can reimburse you for your work.
A. Insert a new worksheet and rename the sheet tab
Documentation.
B. Include the following on your documentation worksheet: Your
name as author, date of creation, date of last modification, purpose.
Create a Contents section that lists the sheets in the workbook and
provides a brief description.
C. Format the documentation worksheet using the same colors
and font used in other worksheets and charts.
D. Hide the gridlines on the Documentation Sheet using the Page
Layout tab, Sheet Options group.
E. Group the worksheets and create a custom footer with your
name on the left, the page number in the middle, and the instructor's
name on the right.

F. Based on your analysis, do you think Carina should add
another store to her chain? Why or why not? Provide a comment on
the Documentation Sheet.
IMPORTANT: There are two iLabs this week, and there is a separate
Dropbox basket for each one. Be sure to submit your work for this
iLab to the Dropbox basket labeled Week 5: iLab 5.
==============================================
BIS 155 iLab 6 (Week 5) Day Care Center (New)
Senario/Summary
Your friend, Adair Deske, is considering opening a day care center.
She has started compiling her assumptions and putting together an
Income Statement. She has determined that she must make at least
$75,000 profit per year in order to start the business. She has asked
you to analyze her Income Statement and help her determine whether
it is viable for her to start this business. You have agreed to help her
complete her Income Statement and to perform What-If analysis to
help her look at her potential profitability.

When submitting the workbook to the Dropbox, provide a comment
in the Dropbox comments area explaining what you learned from
completing this iLab activity.
Lab Steps
STEP 1: Open Worksheet and Complete the Income Statement
Adair needs your help in completing her Income Statement. She has
provided the basic assumptions, but you need to provide the
calculations that will be used as you perform What-If analysis.
A. Open Week5_Lab6_Adair_Daycare_Student.xlsx. Notice that
Adair has provided the basic assumptions concerning her costs and
her revenue.
B. Complete the following calculations.
Revenue
• Total Revenue: Multiply tuition per day times number of days
by number of children.
Variable expenses are those expenses that will depend on the number
of children served each year. Jane has provided the assumptions.
Define annual costs based on the cost per day multiplied by the
number of children multiplied by the number of days.
• Food Expenses
• Supply Expenses
Teacher Cost: Create a VLOOKUP function to determine the annual
teacher cost. The Lookup Value is the number of children. The
Lookup Table is in cells E3:F7. The Index Column is the second
column in the table. You want the closest match. Multiply the
LOOKUP function times the annual teacher salary.
Total Variable expenses: This will be the SUM of all of the Variable
Expenses (B17:B19).

Summary. Use formulas in these cells because you will wish to
change the values in your assumption section to see how these
changes impact the Net Income.
Total Revenue should refer to the Total Revenue cell (B14).
Total Expense is Variable Costs + Fixed Costs.
Net Income is Total Revenue - Total Expense
C. Rename the file according to the file naming conventions as
shown at the top of this page. Your Income Statement should look
like the one below, but it is important that you have created formulas
rather than typing in amounts. As you perform What-If analysis, the
formulas will be recalculated to show you the results of changing
assumptions.Image Description
STEP 2: Analyze the Difference in Total Expenses and Net Income
When You Vary the Number of Students
Adair desires to look at the differences in her net income depending
on the number of children she cares for. Her house will accommodate
no more than 15 children, and she believes she should have no less
than six children. Because you are varying only one of your
assumptions, you can develop a one-variable data table. A one-
variable data table will allow you to see the impact of changing one
variable—and see the results on multiple outputs.
A. Set up the Data Table to display number of children from 6
through 15. Add a descriptive title to the Data Table.
B. Show the Expenses and Net Income for each change in
number of children.
C. Populate the Data Table using the Data tab, What-If analysis,
Data Table tool.
D. Apply Conditional Formatting to Net Income that is above
$75,000.

Your final Data Table should look something like this.
STEP 3: Analyze the Difference in Net Income When You Vary the
Number of Students and the Charge Per Student
Adair also wishes to look at the impact on Net Income when she
varies the number of students and the charge per student. Use a two-
variable data table to analyze.
A. Set up the Data Table to display number of children as the row
input (6–15) and charge per student (35–75 in $5 increments) as the
column input.
NOTE: In a Data Table, the information in the top row of the table is
called the row input and the information in the first column of the
table is called the column input. We usually think of the top row in
Excel as a column header and the labels in the first column as row
labels, so this may seem a bit confusing. Just remember, in a Data
Table, the top row is row input; first column is column input.
B. Enter Net Income in the result cell, and format this cell to
display no data.
C. Add a descriptive heading.
D. Create the data table and apply conditional formatting to Net
Income values over $75,000.
Your Data Table will look something like this.
STEP 4: Create Scenarios and a Scenario Summary
Adair wants to look at three scenarios. Be sure to save each scenario
with a unique name, and place the name of the scenario on the sheet,
so that when the scenario changes, the name on the sheet changes to
match the scenario.
Scenario Teacher Salary Supplies Number Tuition
1. Economy 15,000 25 15 35

2. Midrange 26,000 60 8 50
3. High 38,000 100 6 100
She wants to see the Net Income that would be achieved in each
Scenario and compare this to her original assumptions.
A. Name the cells that will be used in the Scenario.
B. Create the three Scenarios.
C. Create a Scenario Summary.
D. Move the Scenario Summary to the end of the workbook.
STEP 5: Create a Documentation Sheet and Provide a
Recommendation
A. Add a documentation sheet to the beginning of the workbook.
Include Author, date Created, Last Modified, and Contents sections.
B. Provide a recommendation to Adair.
C. Format the documentation sheet to match the look and feel of
the other sheets in the workbook.
D. Add a graphic to the documentation sheet.
IMPORTANT: There are two iLabs this week, and there is a separate
Dropbox basket for each one. Be sure to submit your work for this
iLab to the Dropbox basket labeled Week 5: iLab 6.
==============================================
BIS 155 iLab 7 (Week 6) Analysis of a business Scenario

Scenario/Summary
The purpose of this exercise is to use the Excel skills you have
acquired thus far, and apply them to an analysis of a business
scenario, of your choice. This will consist of preparing the
groundwork in Excel (importing data, preparing the analysis using
tables, charts, graphs, pivot tables, etc.) and preparing a memo to your
management, explaining your three separate analysis.
This is different than prior iLab assignments, in that there are no
specific instructions as to what type of analysis (i.e.,
Sales/Units/discounts by Country/Rep/Product/Date/Category, etc.) is
to be performed. The general requirement is for you to prepare a
minimum of three discrete analyses and perform a write-up to
management, using the memo format provided.
Remember that you are making a professional analysis and
presentation, so be sure to give some thought to what you are trying to
recommend to management, and why.
STEP 1: Import Your Data Into Excel
The ultimate goal is to prepare a memo to management, using the
Week 6 iLab Memo Template. Before you begin working with Excel,
it might be a good idea to take a look at this template, so that you can
envision your end results.
In this first step you will open Excel and import the data from Week 6
iLab Sales Data. This is a comma delimited file with column headers,

and you should be sure to format the "Order Date" as a date type
column. Remember to save the file as an Excel workbook, using the
naming convention shown above. I don't believe there is any reason to
perform a spell check, as there are just too many unique names of
products in this data.
Using a company name of your choice, format this data sheet in a
professional looking manner. Given the fact that you have a unit price
and quantity, it might help you to create another column to show the
gross revenue.
STEP 2: Convert Data to a Table Format
In this step, create a new worksheet, using a copy of your original
data. Convert the data to a table format. You may choose to use this
table to begin your analysis, through the use of sorting, filters,
subtotals, and so on. If you choose to do so, be sure to include an
appropriate page title and sheet name to describe your work.
STEP 3: Create the Three-Scenario Analysis
This is an opportunity to show your intuition, creativity, and Excel
skills, so be sure to provide good examples here, for each scenario
that you present.
Analyze the Data
As mentioned, analyze the data in at least three different ways. Each
form of Data Analysis should be provided on a separate, appropriately
labeled worksheet. It is expected that each sheet will be professionally
formatted and clearly documented with titles, comments, and
explanation. Remove any extra sheets so your workbook is as
compact as possible when you turn it in. Go back and review your
iLabs for assistance in completing the different types of analysis.
There is a memo template that you will be using to present your
analysis.
The following are some examples of analysis you might wish to do.

• Sort by discount level. Have discounts increased sales
volumes? Is there any discount level that appears to be more effective
than others?
• Graph sales over time to see trends. Are there any peaks and
lows in sales? Is there any time of year in which sales are highest?
Lowest?
• Pivot the data to see total sales by quarter, country, category,
and salesperson. Are there any highs? Are there any lows that need to
be addressed?
• Subtotal the data. How are quarterly sales totals? Sales totals
by salesperson? By country?
• Challenge Option: Perform What-If analysis. What if prices
were raised by a certain percentage with a slight decline in sales?
What combination of price increases and decline in sales makes the
most sense?
STEP 4: Prepare the Management Analysis Memo
In this step you will use your Excel analysis, and prepare a write up of
your results, using the Week 6 iLab Memo Template Microsoft Word
document. Be sure to rename this file, using the file naming
conventions shown above.
As the template states, your memo should include any textual
explanation of your analysis, to include any graphics that were
presented in your workbook. The write-up of your analysis should be
formatted professionally. Be sure to review your writing for spelling
and grammar structure.
Your memo will focus at least one paragraph on each of the Data
Analysis sheets in your workbook. Explain the type of analysis you
completed, the conclusions you drew, and a recommendation based
on the analysis.

You should include a final paragraph that explains three things you
learned about using Excel for data analysis. Be sure to submit your
work for this iLab to the Dropbox basket labeled Week 6: iLab 7
==============================================
BIS 155 iLab 8 (Week 7) Descriptive statistics, formatting,
graphs, and regression analysis
Scenario/Summary
Hopefully you will find this week's iLab activity fun and useful. We'll
be exploring the world of statistics from a business perspective this
week, allowing you to practice your skills with descriptive statistics,
formatting, graphs, and regression analysis.
As discussed in the lesson, the value of statistics lies in the ability to
analyze data more effectively for the purpose of improving decision
making. You might have heard the expression that "statistics never
lie, and only liars use statistics". There is an obvious truth in this
statement, in that, depending on the questions being asked and the
data collected, the statistics can skew reality.
For example, it is true that as ice cream sales increase, accidents at
swimming pools increase. Does this mean that the more ice cream
that is sold, the more accidents it causes (correlation/causation)? Of

course not, but the data, if not interpreted correctly, could lead to false
conclusions. It just so happens that both are correlated to a rise in
temperature in the summertime. The hotter it is outside, the more kids
flock to swimming pools, leading to more accidents, and the more ice
cream is sold. So you see, although statistics are vital in the world of
decision making, you have to be wise, and ask the right questions.
STEP 1: Getting Started—Worksheet Template
Please download this week's iLab file: Week7_iLab_Statistics
Your first step should be to save and rename this file according to the
naming convention above.
It is recommended, as you work on this iLab, that you save your work
often.
STEP 2: Create a Documentation Page
This will be a similar documentation page that you have used for all
prior iLabs. Please refer to instructions in iLab 1 for detailed
instructions.
Be sure to place the documentation sheet as your first sheet.
STEP 3: Descriptive Statistics
The Data_1971_2000 worksheet is already loaded with data for you,
which is the actual temperatures for all of the U.S. states between
1971 and 2001. As you can see, the data already contains the
averagetemperature for each state, in both Fahrenheit and Celsius,
along with the ranking of the states, in terms of warmest average
temperature (#1) to the lowest.
1. Freeze the top row, so that the column headers are visible as
you scroll through the data.

2. At the bottom of the page, you are asked to provide the Count,
Average, Median, Mode, Min, and Max for each of the states for each
of the data columns. The shaded area at the end of the states is where
these descriptive statistics should be entered.
3. To the right of the data, starting at approximately Texas (row
44), use the Data Analysis feature to display the summary descriptive
statistics for each temperature and the rank. Be sure to shade and
format your descriptive statistics (similar to the shading in Step #2
above) so as to be able to read everything well.
As you read your results, you might note some interesting results.
First and foremost, note how the statistics associated with the
rankings are virtually worthless, as they really don't provide any
insight to the data itself. This is a little of what I meant above when I
talked about some statistics are junk, and you have to be careful in
how you ask your questions and interrupt the results.
STEP 4: Bar Chart and Summary Statistics
Using the BarChart worksheet, calculate the summary statistics shown
at the bottom of the data, for each of Bottles, Cans, and Plastic.
Create a bar chart to the right of the data, with a title of Marketing
Campaign Results. You can choose the colors that you want for each
city's results, but make sure that you show the Y-axis labels to the
right and the X-axis labels on the bottom, along with the word City as
their label.
STEP 5: Line Chart
Using the LineChart1 worksheet, calculate the average income for the
ages listed. Then create a line chart, with a title of Average Income by
Age, with appropriate labels on the X and Y axis.
Your chart should be placed to the right of your data, on the same
sheet.
STEP 6: Average and Median, With Line Chart

This step is very similar to the previous worksheet, except that there is
an additional summary statistic and you are working with multiple
variables.
Calculate the average and median for both Income and Rent. As you
look at your results, do you notice the difference between the results?
Does this better explain the difference between average and median
for you?
To the right of the data, on the same sheet, produce a line graph of the
Income and Rent. Again, the color of the lines is your choice. Use a
chart heading of Average Income/Rent by Age. Be sure to show your
Income and Rent labels to the right of the chart, and a label of Age on
the X axis and Amount ($000) on the Y axis.
STEP 7: Regression Analysis and Scatter Graph
The data here is very simple, and not really a good example of using
regression analysis, but the process behind the exercise is the most
important issue.
1. Create a scatter chart of the data, below the data, with a title of
Revenue Growth.
2. Draw a trendline associated with the data points. Be sure to
select the inclusion of the Equation and R-squared values on the chart.
3. Perform a regression analysis on the data set. Remember to
identify which of the variables are dependent (Y axis) and
independent (X axis) so as not to get confused on your input values.
Place the regression results, starting at cell I1, instead of using the
default, which is a separate sheet. Be sure to identify and highlight on
the regression data, the R-squared value, the Intercepts point, and the
slope of the line.
STEP 8: Sorting Statistics
The data listed here is the first and last five presidents to have died of
natural causes.

Many forget that simply sorting information in a specific format can
provide meaningful information. However, before we begin the
multiple sorting exercise, simply complete the descriptive statistics at
the bottom of this group of presidents. There are multiple ways of
calculating the average age for the first and last five presidents, but
for this exercise, use the AVERAGEIF function. Because there is not
a MEDIANIF function, you will have to do this one manually with
your formula (not with a calculator).
Your next step is to copy the data for each president, excluding the
ordinal column, to each of the other two categories. For example, the
column of President should start at cell G3, and at cell L3. Once you
have copied the data, reorder the data, with the second group by Age
at Death, and the third set by Year of Death.
You will most likely find this information very interesting. Some find
it strange that the average age of death of the first five and the last
five presidents was less than a year different, especially given all the
advances in medicine.
STEP 9: Regression Analysis
Scenario: The owner of the Original Greek Diner has been advertising
for the past year, and is now ready to renew his contract. He needs to
know if the advertising has been effective, so your task is to take the
prior year's data and perform a regression analysis to determine the
correlation between advertising expenditures and restaurant sales
(revenues).
Using the GreekData sheet, prepare a scatter plot graph with a title of
Revenues (Y), placed to the right of the data on the same sheet. The
data must be presentable, so you might want to use an increment of
$500 for the X axis. After creating the graph, which should include
the Equation and R-squared values, create a trend line. You should
notice that there appears to be a close relationship between
advertising spending and revenues.

Your next task is to create the regression data on a separate sheet,
labeled Greek Regression. As a reminder, regression analysis is
located on the Data -> Data Analysis menu. Be sure to highlight the
R-squared value in red, the Intercept value in blue, and the X variable
1 in green.
Based on this data, and what you have learned about regression thus
far, what do you think the owner should do?
Let me throw you a curve (pun intended). Suppose this restaurant is
located near a baseball park, and it just so happens that the days the
owner advertised, there were baseball games playing on those nights.
Would you now have the same conclusions, or might you want to take
the time to collect more data?
Statistics are not perfect, but they can provide immeasurable insight
into data analysis. You just have to ask the right questions.
Be sure to submit your work for this iLab to the Dropbox basket
labeled Week 7: iLab 8.
==============================================
BIS 155 Lab 1 of 7: Saddle River Marching Band (Devry)
Lab 1 of 7: Saddle River Marching Band (50 Points)

Submit your assignment to the Dropbox located on the silver tab at
the top of this page.
L A B O V E R V I E W
Scenario/Summary
You are the assistant to the band director for the Upper Saddle River
Marching Band, and you must prepare a report showing the status of
the marching band fundraising event for presentation to the board of
trustees. The report will summarize all sales of all items and include
the total profit-to-date with the amount remaining to reach the profit
goal. You will open the partially completed workbook, create
formulas, format for presentation to the board, and add charts to
graphically depict the sales over time and by product.
==============================================
BIS 155 Lab 2 of 7: Excel's Advanced Formulas & Functions
(Devry)
BIS 155 Lab 2 of 7: Excel‘s Advanced Formulas & Functions
You are an intern at First National Bank working in the loan
department, and your boss has asked you to prepare the monthly
"New Loan Report" for the Board of Directors. This analysis report
will clearly list and summarize all new loans for residential housing in
the past month. The summary area includes the loan statistics as

labeled data in the data file. The format of the report is appropriate for
the Board of Directors for the First National Bank.
==============================================
BIS 155 Lab 3 of 7: Alice Barr Realty Analysis (Devry)
Lab 3 of 7: Alice Barr Realty Analysis
You are an intern with the Regional Realty Association and are
analyzing the claim made by Alice Barr Realty that "we get your
price." You have
prepared a spreadsheet that shows data relating to 3 months' sales by
Alice Barr
Realty. You are going to determine the percent of asking price for
each home
sold and analyze the sales data to determine the true track record of
the
company in selling homes for the asking price.
STEP 1: Open, Save, and Document the
Workbook (5 points)

You must open a workbook that lists home sales for 3 months.
A. Download the file chap4_cap_barr from DocSharing, Lab
Materials.
B. Open the workbook in Excel, and save it as
Lab3_Yourlastname.xlsx.
C. Insert a documentation sheet that includes title, author,
date, and purpose. Format it appropriately, including changing the
Sheet Name to
Documentation. At the end of this activity, you will be asked to
provide a conclusion as to whether this realty company "really gets
your
price."
STEP 2: Add Calculations and Format
Sales Data Worksheet (10 points)
A formula is used to calculate the percent of asking price, and
this formula is applied to all listed sales. You will format the list in an
attractive and useful manner.
A. Calculate the percent of asking price for each sale (selling
price divided by asking price). Enter the formula in Column F. Format
Column F
as a percentage with one decimal.
B. Format Columns D and E as currency, with no decimals. Format

Columns G and H as dates so just the day and month (for example, 5-
May) are
visible. You will need to use the Number Format dropdown list, select
More
Number Formats, and select the Date category.
C. Widen columns to make all data and headings visible. Format
titles as appropriate. Bold and center the column headings.
STEP 3: Sort Data and Create Summary Reportand Chart (10
points)
A. Before analyzing data, it is a good idea to copy the
data to a new worksheet so that you have a back-up copy of the
original data.
Right click on the Sales Data sheet tab and select Move or Copy.
Create a copy
of the current spreadsheet and move it to the end. Name the sheet
Sorted
Data.
B. In order to sort the data, you must convert them to a data
table. Format the data table to look attractive.
C. Sort the data by selling agent (A to Z) and then by asking
price (largest to smallest).
D. Convert the sorted data back into a range, and create a
summary report showing the total asking price and total selling price
by selling

agent
E. Create a column chart that shows the difference by agent between
asking price and selling price
Step 4. Filter the data
A. Create another copy of
the original sales data. Rename the sheet Filtered Data.
B. Convert the range to a table, and then filter to show only
those properties sold in Miami by agent Carey.
Step 5. Apply Conditional formatting
You determine that one measure of how well the company "gets
your price" is to set a scale. Excellent performance is at or above the
asking
price. Good performance is between 95% and 100%. Below 95% is
average
performance. You will create conditional formatting rules to display
graphically
the performance level for each sale. Make a copy of the
original sales data chart. Name the new sheet Conditional Format.
A. Select the data range and
insert a table.
B. Use Advanced Formatting to set up the following conditional
formatting rules for the field Percent of Asking Price.

Greater than or equal to 100% = GREEN 95% to 99.9% = YELLOW
Less than 95% = RED
C. Use Percent of Asking Price as the Sort Key, and sort by
color with green first, then yellow, and then red
Step 6. Create a Pivot Table
Now that you have sorted, subtotaled, filtered, and conditionally
formatted the data, you have a few more questions to answer. You
want to see
average percentage of selling price by agent and by city. This will
allow you to
see whether there are any patterns based on the city or based on the
salesperson. To do this kind of comparison, you decide to create a
pivot table.
A. Open the Sales Data worksheet. Select the Sales Data range
(A3:H33). From the Formulas tab, select Define Name from the
Defined Names
group. Name the range of cells SalesData.
B. Create a pivot table based on the named range, SalesData.
Create the pivot table in a new worksheet.
C. Select Selling Agent as your Row Labels and City as your
Column Labels. Select Percent of Sales as your Values. Change the
Summary type
for Percent of Sales to average, the Number Format to percent, and
the Name to

Average Percent of Asking Price. Apply Data Bars Conditional
Formatting to the
percentages. Hide the Field Headers.
D. Rename the sheet PivotTable, and move it so that it is the
last tab in the worksheet.
Step 7. Draw a conclusion
On the Documentation Sheet, add a section called Analysis. Based on
your data analysis, do you believe that Barr Realty should be allowed
to
advertise that they "Get your price?" Justify your answer by referring
to the
data analysis you have just completed.
==============================================
BIS 155 Lab 4 of 7: Create Address Labels (Devry)
Create labels for the letters. The XYZ Corporation wishes to use
mailing labels to address the envelopes. They own 8 1/2 x 11" sheets
of label

paper with 1" by 4" labels, which they purchased from Office
Depot.
Download the Lab 4, Step 3 Instructions.
A. Create
a new file for printing labels.
document.
Submit your completed workbook and the two Word
documents (merged letters and merged labels) to the Dropbox. Make
sure you post
a comment about what you learned when submitting the files.
3: Create Address Labels (15 points)
of label
Depot.
A. Create
document.

sure you post
Scenario/Summary
You work with the XYZ Corporation Charitable Trust allows you to
demonstrate your expertise with Excel. The trust is sponsoring an
auction, and
you have received a list of all donors who have contributed to this
auction. The
list was pulled from the Corporation's database as a comma separated
text file.
You have been asked to create a letter that will go out to each of the
contributors that will accept their donation. Tickets to the event will
be
enclosed. The letter requires that you provide the following pieces of
information:
Full Name and Address First Name Donated Item Value Number of
tickets requested Deliverables
You will turn in one spreadsheet and two Word documents. You
will locate the following files in DocSharing (Lab Materials folder):
wk4_trust.txt and wk4_trust_letter.docx. You will submit the
following three
items: one Excel spreadsheet (Lab4_yourlastname.xlsx), one letter

(Lab4_yourlastname.docx), and one sheet of labels
(Lab4_yourlastname_labels.docx). When submitting the workbook
and Word
documents, provide a comment in the Dropbox comments area
explaining what you
learned from completing this lab activity.
B S T E P S
STEP 1: Import text file into a
spreadsheet and clean up data (20 points)
A. Import the text file into Excel and save
as lab4_yourlastname.xlsx. Import only the data you will need for
your
letter.
B. Separate the first and last names into two columns so that
you may use the first name in a Mail Merge. Make sure the fields are
named
LastName and FirstName.
C. Check the accuracy of all data by using the Spelling tool in
the Proofing group.
STEP 2: Create Merge Document
(15 points)

A. Open the wk4_trust_letter document in Word. Make sure that
the document is in the same folder as the Excel spreadsheet. This will
make it
easier to work with the two documents during the Merge process.
B. Merge information from your Excel spreadsheet into the Word
document. Your completed Merge will look like the following when
complete:
9/27/2007
XYZ Corporation Charitable Trust
123 Adams
Street
Shelly Martin
123 North
Street
Dear Shelly,

Thank you for
your generous donation to the XYZ Corporation Charitable Trust
Fundraiser. We
are delighted to accep the following donation:
Item: Massage
Item
Value: $50.00
Enclosed you will find the 2 tickets you requested for this
Fundraising event, which will take place on Friday, October 24, 2007.
We will
be looking forward to seeing you and giving your personal thanks.
Thank
you again for you support of the fund. The proceeds will support
international
annual rescue efforts.
With Special thanks,

Jeoffrey
McMillan
Charitable Trust President
XYZ Corporation
3: Create Address Labels (15 points)
of label
Depot.
A. Create
document.
sure you post
==============================================

BIS 155 Lab 5 of 7: Bruno's Pizza Analysis (Devry)
The owner of Bruno's Pizza, Joe Bruno, wants to evaluate the
profitability of his three restaurants before he expands further. He is
particularly interested in the comparative results of three dining
categories, dine-in, pickup, and delivery. Joe has asked for your help
in doing this analysis in return for a small stipend and all the pizza
you can eat. You have already prepared a template and distributed it
to each restaurant manager, who has entered the sales data for last
year. Your next task is to consolidate the data into a single workbook
that shows the total sales for each quarter and each dining category.
The information should be shown in tabular, as well as graphical
formats. You will also create a documentation sheet so that Joe will
know exactly what you have created.
==============================================
BIS 155 Lab 6 of 7: Day Care Center (Devry)

Your friend, Jane Morales, is considering opening a Day Care Center.
==============================================
BIS 155 Lab 6 of 7: Day Care Center (Devry)
Your friend, Jane Morales, is considering opening a Day Care Center.
==============================================
BIS 155 Lab 7 of 7: Access Database (Devry)

Hopefully you will find this week's lab activity fun and useful. If you
have never created a database, you will be able to tell all of your
friends and family that you are now a database designer. You will
walk through the steps of creating and populating an Access database
to keep a record of items in your home. The database will have a
table, a form, a query, and a report.
Turn in one database named Lab7_yourlastname.accdb to the
DropBox. When submitting the database, provide a comment in the
Dropbox comments area explaining what you learned from
completing this lab activity.
==============================================
BIS 155 Week 1 DQ Getting Familiar With Excel
Excel was introduced in 1985. Since then, it has become a standard
business tool.

Discuss and explain at least six different (unique) features of Excel
that make it a valuable business tool.
Discuss what type of Excel skills would be important in today‘s job
market and why. Be specific.
Note: In addition to the Microsoft Excel 2013 overview in the Course
Home, there are many Excel resources, in addition to your text, on the
Web. For example, try an Internet search on "top ten Excel 2013
features" and sift through some of the resources. Be sure to read your
classmates posts, and see how many features you can find that haven't
been listed yet.
==============================================
BIS 155 Week 1 Quiz (Excel Fundamentals and Charting)
(Devry)
Week 1 Quiz
(TCO 1) Which of the following describes the function of the
Formula Bar (as it applies to Excel 2010)? (Points : 2)
(TCO 1) Which of the following best describes a cell address?
(Points : 2)

(TCO 1) If you wanted to insert the current date into an active cell,
which of the following would you use? (Points : 2)
(TCO 1) In Excel a Formula is _______. (Points : 2)
(TCO 1) Which of the following describes the Auto Fill in Excel
2010? (Points : 2)
(TCO 1) Ribbon Commands with arrows indicate_____. (Points :
2)
(TCO 1) The three types of data that can be entered in a cell in an
Excel worksheet are __________. (Points : 2)
(TCO1) In Excel, a border ________. (Points : 2)
(TCO 3) A data series is a group of related ____________. (Points :
2)
(TCO 3) A __________ is usually the most effective way to
display proportional relationships, such as market share data, where
the individual data values represent parts of a whole. (Points : 2)
(TCO 3) When creating a chart in Excel, a single data series _____.
(Points : 2)
(TCO 3) To display similar data in a single column, with each
series of data distinguished by a different color, use a: (Points : 2)
(TCO 3) To provide your viewers with an explanation of the
representations of the colors utilized in the data series in your chart,
provide a: (Points : 2)
(TCO 3) Which of the following best describes the X Y (scatter)
chart? (Points : 2)
(TCO 3) Which of the following best describes a trendline? (Points
: 2)
==============================================

BIS 155 Week 1 Quiz (Excel Fundamentals and Charting)
(Devry)
Week 1 Quiz
(TCO 1) Which of the following describes the function of the
Formula Bar (as it applies to Excel 2010)? (Points : 2)
(TCO 1) Which of the following best describes a cell address?
(Points : 2)
(TCO 1) If you wanted to insert the current date into an active cell,
which of the following would you use? (Points : 2)
(TCO 1) In Excel a Formula is _______. (Points : 2)
(TCO 1) Which of the following describes the Auto Fill in Excel
2010? (Points : 2)
(TCO 1) Ribbon Commands with arrows indicate_____. (Points :
2)
(TCO 1) The three types of data that can be entered in a cell in an
Excel worksheet are __________. (Points : 2)
(TCO1) In Excel, a border ________. (Points : 2)

(TCO 3) A data series is a group of related ____________. (Points :
2)
(TCO 3) A __________ is usually the most effective way to
display proportional relationships, such as market share data, where
the individual data values represent parts of a whole. (Points : 2)
(TCO 3) When creating a chart in Excel, a single data series _____.
(Points : 2)
(TCO 3) To display similar data in a single column, with each
series of data distinguished by a different color, use a: (Points : 2)
(TCO 3) To provide your viewers with an explanation of the
representations of the colors utilized in the data series in your chart,
provide a: (Points : 2)
(TCO 3) Which of the following best describes the X Y (scatter)
chart? (Points : 2)
(TCO 3) Which of the following best describes a trendline? (Points
: 2)
==============================================
BIS 155 Week 1 Quiz (New)

Question 1. Question : (TCO 1) An Input Area (as it applies to
Excel 2013) is defined as_____.
a range of cells containing results based on the output area
displays the name of a worksheet within a workbook
a range of cells containing values for variables used in formulas
Question 2. Question : (TCO 1) In Excel 2013, a cell is best
described by which of the following?
Must have formulas entered into it
Cannot be used for labels or headings
Must have text entered into it
Question 3. Question : (TCO 1) Which of the following best
describes the active cell?
Is where all the functions of the database perform the calculations
Is the cell that always holds the current date
Is the location of the insertion point as indicated by a dark border
Is where all the formulas of the workbook do the math
describes the order of precedence as it applies to math operations in
Excel?
Includes letters, numbers, and spaces
Controls the sequence in which Excel performs arithmetic operations

Is a software application used to create and modify business
communications
Includes formulas, functions, and formatting
describes the result of using the fill handle on a cell containing a
formula?
Cannot complete a sequence of dates in a column
Changes the background color of the selected cells to yellow
Copies the formula in the active cell to other cells and adapts it based
upon the type of cell references in the original formula
Has two or more sub-commands related to the command
Question 6. Question : (TCO 1) Which of the following would
allow you to adjust the column width and/or row height of many cells
at once?
Just type longer or taller formulas in some of them.
Click and drag across the cells to select them and use any sizing
method you choose.
Drag the fill handle across the cells.
Type A1 in the Go To dialog box.
describes a range in Excel 2013?

Cannot be selected with the mouse
Are the numbers that fall between the smallest and largest in the
formula
Is another word for the active worksheet
Refers to a group of adjacent or contiguous cells
Question 8. Question : (TCO 1) In Excel, a border _____. is
data from another cell that is only temporarily residing in the active
cell
is a line that surrounds a cell or a range of cells
never prints
is preset and weight cannot be adjusted
Question 9. Question : (TCO 3) A data series is a group of
related _____.
charts on a worksheet
category labels on a horizontal axis
data points on a chart
numerical values on a vertical axis
Question 10. Question : (TCO 3) Which best describes a data
point?
A numeric value that describes a single value on a chart
A group of related data points

Displays data comparisons vertically in columns
Text that describes a collection of data points in a chart
Question 11. Question : (TCO 3) When creating a chart in
Excel, a single data series _____.
compares values for one set of data
groups or clusters similar data in columns to compare values across
categories
is a key that identifies the color, gradient, picture, texture, or pattern
fill assigned to each data series in a chart
compares two or more sets of data in one chart
Question 12. Question : (TCO 3) Stock market or economic
trends over long periods of time are frequently shown on a _____.
line chart
bar chart
pie chart
doughnut chart
Question 13. Question : (TCO 3) A pie chart with one or more
slices separated for emphasis is called a(n) _____ pie chart.
expanded
exploded
displaced

clustered
Question 14. Question : (TCO 3) When you select a chart,
Excel displays a Chart Tools contextual tab with three specific tabs
Design, Layout, and Format.
Home, Insert, and Page Layout.
Chart, Type, and Formulas.
Data, Review, and Data.
Question 15. Question : (TCO 3) After creating a chart, you can
change the chart type by using _____.
Page Layout tab / Chart Options button
Design tab / Change Chart Type button
Data tab / Chart Changer tool
You cannot change the chart.
==============================================
BIS 155 Week 1-7 All DQs

BIS 155 Week 1 DQ Getting Familiar With Excel
BIS 155 Week 2 DQ Formulas and Functions
BIS 155 Week 3 DQ Data Analysis Tools
BIS 155 Week 4 DQ Excel Data Exchange
BIS 155 Week 5 DQ Data Consolidation and What-If Analysis
BIS 155 Week 6 DQ Bringing It All Together
BIS 155 Week 7 DQ Uses and Applications of Statistics
==============================================
BIS 155 Week 2 DQ Formulas and Functions
One of the benefits of Excel is the ability to use formulas and
functions.
Discuss the differences between formulas and functions. Pick a
function in Excel and discuss how that function is used to calculate
results in your worksheets. Review your classmates posts to make
sure that you're not duplicating formulas/functions already discussed.
Using the following scenarios, discuss how you would apply the
Excel functions or create a formula to solve the scenario. Be specific!

You wish to calculate the commission on sales. The commission is
6% on all sales that are at least 20% above cost.
You wish to calculate the total pay for an employee who receives
regular time for 40 hours, time and a half for 40–50 hours, and double
time for hours over 50.
You have a list of contracts and due dates for annual maintenance
fees. You wish to determine when you have a contract due in the next
45 days and provide a note that warns you that the payment is due.
Please feel free to add other, unique mathematical challenge questions
to the discussion, and let us work together to figure out how you
might calculate it.
==============================================
BIS 155 Week 2 Quiz (Excel s Advanced Formulas &
Functions) (Devry)
Week 2 Quiz
(TCO 2) An absolute cell reference: (Points : 2)
(TCO 2) Which of the following best describes a circular reference?
(Points: 2)

(TCO 2) =$E2-G$4 contains examples of _____ cell references.
(Points: 2)
(TCO 2) In Excel, an Argument would be best described by which of
the following statements? (Points: 2)
(TCO 2) The MEDIAN function would identify the ____. (Points: 2)
(TCO 2) The MAX function identifies the _____. (Points: 2)
(TCO 2) The NOW function would perform which of the following?
(Points:2)
(TCO 2) The _____ number is the number of the column in the
lookup table that contains the return values. (Points : 2)
(TCO 2) Arithmetic operations, cell references, and ____can be used
in Excel formulas. (Points : 2)
(TCO 2) To simplify entering ranges in formulas, you can use _____.
(Points : 2)
(TCO 7) A _____ helps to ensure consistency and standardization for
similar workbooks, such as detailed income statements for all 12
months in a year. (Points : 2)
(TCO 2) When calculating a PMT function, the PV is best described
by which of the following? (Points : 2)
(TCO 7) Before protecting a worksheet, you should __ the cells that
you want users to be able to edit. (Points : 2)
(TCO 7) Which of the following file formats can store macros?
(Points : 2)
(TCO 7) By default, Excel automatically _____ macros and displays a
security warning when a file containing macros is opened. (Points : 2)
==============================================

Question 1. Question : (TCO 2) In Excel, a relative cell
reference
indicates a cell's specific location and the reference does not change
when you copy the formula.
contains both an absolute and a relative cell reference.
indicates a cell's relative location from the cell containing the
formula; the reference changes when you copy the formula.
occurs when a formula directly or indirectly refers to the cell
containing the formula.
describes a mixed cell reference?
Occurs when a formula directly or indirectly refers to the cell
containing the formula
Causes a potential error
Contains absolute or relative cell references, but not both
Contains both an absolute and a relative cell reference

Question 3. Question : (TCO 2) You have a cell that contains
the formula =A1*2. When you copy this formula to other cells, you
want it to always reference column A, but you want the row number
to change automatically. You should make the A1 in this formula a(n)
_____ cell reference.
abstract
relative
mixed
absolute
Question 4. Question : (TCO 2) In Excel, an argument would
be best described by which of the following statements?
Calculates the total of values contained in two or more cells
Is an input, such as a cell reference or a value needed to complete a
function
Is a small pop-up description that displays the results of the cell
Question 5. Question : (TCO 2) Which of the following
describes the AVERAGE function?
Calculates the arithmetic mean of values in a range
Identifies the midpoint value in a set of values
Identifies the highest value in a range
Displays the lowest value in a range

Question 6. Question : (TCO 2) The MIN function would
identify the _____.
highest value in a range
Tallies of the number of blank cells in a range
lowest value in a range
midpoint value in a range
Question 7. Question : (TCO 2) The NOW function would
perform which of the following?
Contains another function embedded inside one or more of its
arguments
Evaluates a condition and returns one value if the condition is true
and a different value if the condition is false
Evaluates true or false
Displays the current date and time
Question 8. Question : (TCO 2) The _____ number is the
number of the column in the lookup table that contains the return
values.
lookup value
column index
lookup table
random

Question 9. Question : (TCO 2) Arithmetic operations, cell
references, and _____ can be used in Excel formulas.
constants
macros
programs
procedures
Question 10. Question : (TCO 2) To simplify entering ranges in
formulas, you can use _____.
range names
a cell's relative location
both an absolute and a relative cell reference
a cell's specific location
Question 11. Question : (TCO 2) When calculating a PMT
function, the RATE would be described best by which of the
following?
It is the periodic interest rate, such as a monthly interest rate.
It is the total number of payment periods.
It is a word or a string of characters that represent one or more cells.
It is the present value of the loan.

Question 12. Question : (TCO 7) A _____ helps to ensure
consistency and standardization for similar workbooks, such as
detailed income statements for all 12 months in a year.
template
macro
web query
function
Question 13. Question : (TCO 7) To unlock cells, click the
_____ tab, then click Format in the Cells group and select Lock Cell.
home
page layout
data
view
Question 14. Question : (TCO 7) You must _____ the recording
of the macro when you have completed the tasks it was designed to
do.
begin
stop
copy
paste

Question 15. Question : (TCO 7) To create a macro button,
click the _____ tab, click Insert, then click Button in the Form
Controls section of the Insert palette.
View
Data
Insert
Developer
==============================================
BIS 155 Week 3 DQ Data Analysis Tools
Excel provides many different ways in which to analyze data. Discuss
the different methods by which you can analyze data in your
spreadsheet. That is, try an Internet search for "data analysis with
excel" or use some of the methods you learned in this week's lesson.
P.S. Please don't use the same methods. Show your research and
creativity skills.
Assume the role of a regional manager for a retail organization
looking at ways to analyze the large amounts of sales data you have.
Give some examples.

Note: As you answer these questions, a recommended approach
would be to attach a sample Excel spreadsheet that you can use to
illustrate your answers.
==============================================
BIS 155 Week 3 Quiz (Data Analysis Functions) (Devry)
Week 3 Quiz
(TCO 4) If there are certain columns of information that are not
needed at a particular time but might be needed later,_ the unneeded
columns to allow users to focus on only the essential information.
(Points:2)
(TCO 4) In Excel, the print area is defined as _____. (Points : 2)
(TCO 4) When sorting in Excel, it arranges records in a table _____.
(Points : 2)
(TCO 4) Filtering the Cost column (field) to show only records
greater than $10,000 is......__. (Points:2)
(TCO 4) To create a new Conditional Formatting Rule, _____. (Points
: 2)
(TCO 4) In addition to sorting and filtering cells by content, you can
sort and/or filter by _____. (Points : 2)

(TCO 4) When data is grouped, the margin area displays the _____.
(Points : 2)
(TCO 4) A _____ allows you to identify relationships between
variables in your data. (Points : 2)
(TCO 4) Data mining techniques such as PivotTables can detect
_____ of data. (Points : 2)
(TCO 4) A faster way to expand all categories at one time is to click
_____. (Points : 2)
(TCO 4) Data displayed in the PivotTable will be updated _____.
(Points : 2)
(TCO 4) A quick way to display the Go to dialog box is to press the
_____ key(s). (Points : 2)
(TCO 4) After a PivotChart has been created, the PivotTable Settings
can still be changed....___.(Points:2)
(TCO 4) To build a PivotTable and PivotChart at the same time, click
the PivotTable arrow......__. (Points:2)
(TCO 4) Which of the following will NOT delete a PivotChart?
(Points : 2)
==============================================

Question 1. Question : (TCO 4) If there are certain columns of
information that are not needed at a particular time but might be
needed later, _____ the unneeded columns to allow users to focus on
only the essential information.
hide
delete
freeze
format
Question 2. Question : (TCO 4) In Excel, the print area is
defined as _____.
an individual piece of data, such as a last name
a complete set of data for an entity
the sequence in which pages print
the range of data to print
Question 3. Question : (TCO 4) When sorting in Excel, it
arranges records in a table _____.
by the number of pages in the worksheet
by the number of pages in the workbook
by the value in field(s) within a table
by permanently removing extraneous data

Question 4. Question : (TCO 4) Filtering the Last_Name
column (field) to show only records that begin with the letter S is an
application of _____.
the use of a table element as a formula
a Number Filter
a Text Filter
a Date Filter
Question 5. Question : (TCO 4) To apply a red background
color to cells for employees who have sales greater than $1,000, you
can use _____.
a pivot table
a multiple level sort
conditional formatting
a range name
Question 6. Question : (TCO 4) In addition to sorting and
filtering cells by content, you can sort and/or filter by _____.
top/bottom rules
conditional formatting
icon sets
the data bar

Question 7. Question : (TCO 4) For subtotals to be useful and
accurate, it is important that the data be _____ correctly.
sorted
formatted
aligned
labeled
Question 8. Question : (TCO 4) _____ are created to organize
and summarize data in pivot tables.
Categories
Types
Titles
Levels
Question 9. Question : (TCO 4) Data mining techniques, such
as pivot tables can detect _____ of data.
patterns
categories
styles
groups
Question 10. Question : (TCO 4) To create a calculated field,
select _____ located on the Pivot Table Tools Options tab.

Calculations
Tools
Pivot Table Calculation
None of the above
Question 11. Question : (TCO 4) A Pivot Table Style controls
all the following EXCEPT _____.
bolding
font colors
number format
shading colors
Question 12. Question : (TCO 4) A quick way to display the Go
to dialog box is to press the _____ key(s).
F4
Ctrl+Home
Ctrl+End
F5
Question 13. Question : (TCO 4) To go to the top of your
spreadsheet quickly, use the _____ key(s).
Ctrl+End
Arrow

Ctrl+Home
Esc
Question 14. Question : (TCO 4) When Excel creates a
PivotChart it uses the current PivotTable settings - if you want to
change that data you might use
Insert PivotTable
Insert Function
PivotTable Field List
Filter Connections
Question 15. Question : (TCO 4) Which of the following will
NOT delete a pivot chart?
Go to the Home tab and click Cut
Right-click the chart and click Cut
Select the chart and then press Delete
Click and drag the pivot chart off the worksheet
==============================================
BIS 155 Week 4 DQ Excel Data Exchange

Excel 2013 provides the capability to exchange data with other
applications. Discuss the different types of ways to exchange data
between Excel and other Microsoft applications.
Are there limitations to the exchange process? Think of some specific
examples.
How can you exchange data with other applications that are not part
of the Microsoft Office Suite? Discuss how you would exchange data
with external data sources, such as websites. (Be certain to include
your references from your research.)
==============================================
Question 1. Question : (TCO 8) Which of the following is one
of the most common file types imported into Excel?
Text
PowerPoint

Web
Word
Question 2. Question : (TCO 8) To create a connection
between the original data source and the imported data in Excel, use
the _____ on the Data tab.
Data Validation command
Connection command
Edit Links command
Commands in the Get External Data group
Question 3. Question : (TCO 8) All of the following will
display data range properties EXCEPT
click Properties in the Connections Group.
click Edit Links.
click Refresh All arrow and select Connection Properties.
click Connections then click Properties.
Question 4. Question : (TCO 8) Text to Columns command
splits text in one column into separate _____.
columns
rows
worksheets

workbooks
Question 5. Question : (TCO 8) Which of the following is an
example of a text string?
=B5*B7
=SUM(A5:A10)
=IF(B3>B4, B3)
John Doe
Question 6. Question : (TCO 8) To change the text string
JANE doe to jane doe, use the _____ function.
CONCATENATE
PROPER
UPPER
LOWER
Question 7. Question : (TCO 8) Which of the following cannot
be used in a CONCATENATE function?
Text
Numbers
Multiple-cell references
Single-cell references

Question 8. Question : (TCO 8) In Microsoft Word, the
commands used to perform a mail merge are found on the _____ tab
of the Ribbon.
Merge
Mailings
Home
Review
Question 9. Question : (TCO 8) In Excel, the Compare and
Merge command is located on which of the following tabs?
Review tab
Data tab
File tab
None of the above
Question 10. Question : (TCO 8) An alternative method for
inserting a comment in a cell includes
typing the comment into the cell and then clicking New Comment.
right-click the cell and choose Insert Comment.
left-click the cell and choose Insert Comment.
clicking paste on the Home tab after typing in the comment.
Question 11. Question : (TCO 8) The _____ tab on the Page
Setup dialog box provides options for printing comments.

Page
Margins
Header/Footer
Sheet
Question 12. Question : (TCO 8) The command to send an
Excel workbook by e-mail is located on the _____ tab.
File, Share
Home, Send
File, Options
View, Email
Question 13. Question : (TCO 8) Windows can search for files
by author name or keywords that have been entered into _____.
a file name
the Trust Center
document properties
cell A1
Question 14. Question : (TCO 8) All EXCEPT _____ are Excel
functions that help you manipulate text.
PROPER
UPPER

SUBSTITUTE
RESPOND
Question 15. Question : (TCO 8) To encrypt a workbook with a
password, click Info on the File tab, click ________, and then select
Encrypt with Password.
Check for Issues
Protect Workbook
Manage Versions
Options
==============================================
BIS 155 Week 4 Quiz (Office Integration and Mail Merge)
(Devry)
Week 4 Quiz
(TCO 8) Which of the following is one of the most common file types
imported into Excel? (Points : 2)
(TCO 8) Which of the following is NOT a text file? (Points : 2)

(TCO 8) Which of the following is NOT a method for refreshing
data? (Points : 2)
(TCO 8) The Convert Text to Columns Wizard allows you to choose
the file type, such as Delimited____(Points:2)
(TCO 8) Which of the following is a frequently used function to
manipulate txt? (Points : 2)
(TCO 8) To change the text string Jack Doe to JACK DOE, use the
________ function. (Points : 2)
(TCO 8) Which of the following cannot be used in a
CONCATENATE function? (Points : 2)
(TCO 8) If you want to send a letter to all your customers using Mail
Merge, and you already have the customers' names and addresses
stored in an Excel file, you should choose _________ from the
Select....... (Points : 2)
(TCO 8) The New Comment command is located on the ________
tab. (Points : 2)
(TCO 8) An alternative method for inserting a comment in a cell
includes: (Points : 2)
(TCO 8) The command to track changes is located on the ________
tab. (Points : 2)
(TCO 8) The command to send an Excel workbook by e-mail is
located on the ________ tab. (Points:2)
(TCO 8) Windows can search for files by author name or keywords
that have been entered into_(Points:2)
(TCO 8) Which function is similar to the Find and Replace feature?
(Points : 2)
(TCO 8) To encrypt a workbook with a password, click Info on the
File tab, click _____...... (Points : 2)

==============================================
BIS 155 Week 5 DQ Data Consolidation and What-If Analysis
Discuss and compare the group summations and What-If analysis
(Consolidation) Excel tools. You may need to look up (research) the
group summations.
Under what circumstances would you use each of these features? Do
they both serve the same purpose, or is each one used under different
scenarios? Give examples of how each can be used.
Please include your research references in APA format.
==============================================
BIS 155 Week 5 Quiz (Consolidating Data and What-If
Analysis) (Devry)

Week 5 Quiz
(TCO 5) When multiple worksheets are selected, the word ________
appears in the title bar. (Points : 2)
(TCO 5) In Excel, which of the following would you perform to
group adjacent worksheets? (Points : 2)
(TCO 5) When two windows of the same workbook are opened,
Excel adds ________ to the.... (Points:2)
(TCO 5) After saving the arrangement of windows, a workbook can
be opened by opening __file. (Points:2)
(TCO 5)Which of the following functions do NOT work with 3D
formulas? (Points : 2)
(TCO 5) Excel's ability to manage worksheets allows you to do all
EXCEPT: (Points : 2)
(TCO 5) If A1 contains the hourly pay rate of $10.25, A2 contains the
hours worked (40), and A3 contains =A1*A2, which cell is the
dependent cell(s)? (Points : 2)
(TCO 6) In a what-if analysis of a car purchase, the original interest
rates of 6% and 5%, 5.5% and 6.5% are the ________ values. (Points
: 2)
(TCO 6)Which What-If Analysis tool would be best at comparing the
combined effects of.....? (Points : 2)
(TCO 6)After entering the substitution values and the reference to a
formula, the next step to complete a two-variable data table and view
the results is to: (Points : 2)
(TCO 6) The Goal Seek command is located in the ________
command on the Data tab. (Points : 2)

(TCO 6)Which of the following is NOT in the What-If Analysis
command in the Data Tools.....? (Points:2)
(TCO 6) Which of the following is NOT one of the three parameters
in Solver? (Points : 2)
(TCO 6)Which of the following is NOT required for Solver to
generate a solution? (Points : 2)
(TCO 6)The initial results of a Goal Seek are: (Points : 2)
==============================================
Question 1. Question : (TCO 5) The tabs of grouped
worksheets are displayed with a _____ background.
gray
yellow
blue
white

Question 2. Question : (TCO 5) If several worksheets are
grouped and you enter a formula in cell A10 in one of the grouped
sheets:
the same formula is entered into all grouped worksheets.
the formula changes by one row in each grouped worksheet.
the formula changes by one column in each grouped worksheet.
nothing happens to the other sheets.
Question 3. Question : (TCO 5) When two windows of the
same workbook are opened, Excel adds _____ to the title bar of the
second window.
the letter B
the number 2
the letter A
the number 1
Question 4. Question : (TCO 5) In Excel, which of the
following is NOT a method for splitting a worksheet?
Drag a split box.
Double-click a split box.
Right-click in the active cell and click Split.
Click Split in the Window group on the View tab.

external references is correct for a workbook and worksheet that have
no spaces?
"[New.Jersey.xlsx]Qtr4!"B6
'[New.Jersey.xlsx]Qtr4!'B6
[New.Jersey.xlsx]Qtr4!,B6
[NewJersey.xlsx]Qtr4!B6
Question 6. Question : (TCO 5) Which formula would return
the #NAME? error?
=SUM(B6.B12)
=MAX(B6:B12)
=AVG(B6:B12)
=IF(A6="Atlanta",A3,0)
Question 7. Question : (TCO 5) If A1 contains the hourly pay
rate of $10.25, A2 contains the hours worked (40), and A3 contains
=A1*A2, which cell is the dependent cell(s)?
A1
A2
A3
A1 & A2

Question 8. Question : (TCO 6) A one-variable data table must
have at least _____ blank row(s) and _____ blank column(s) between
the dataset and the data table.
two, two
two, one
one, two
one, one
Question 9. Question : (TCO 6) Which What-If Analysis tool
would be best at comparing the combined effects of various interest
rates and down payments?
Scenario Manager
Goal Seek
One-variable data table
Two-variable data table
Question 10. Question : (TCO 6) After entering the substitution
values and the reference to a formula, the next step to complete a two-
variable data table and view the results is to
enter the cell references in the Column input cell box.
enter the cell references in the Row input cell box.
click the What-If analysis command.
drag to select the data table boundaries.

Question 11. Question : (TCO 6) The Goal Seek command is
located in the _____ command on the Data tab.
What-If Analysis
Data Validation
Consolidate
Advanced
Question 12. Question : (TCO 6) Before creating a scenario
with Scenario Manager, it is important to know which cells contain
the variables you want changed and the
scenario names.
formatting of the results.
cells containing the formulas that generate the results.
final result.
Question 13. Question : (TCO 6) Where is Solver located if it is
already loaded onto Excel?
Add-Ins tab
Formulas tab
Analysis group on the Data tab
Data Tools group on the Data tab

commands cannot be used on a constraint in the Solver Parameters
dialog box?
Add
Format
Change
Delete
Question 15. Question : (TCO 6) Which of the following has to
be loaded onto Excel?
Goal Seek
Solver
Scenario Manager
Data Tables
==============================================
BIS 155 Week 6 Course Project Excel Project (Devry)

Objective
The general instructions for this project can be found in the Week 6
Lecture material. The Week 6 Lecture describes the assignment and
provides an overview of the project as a whole. There are no step-by-
steps for the course project. The following are grading criteria for this
project.
Guidelines
Organize the Data
Data imported from SalesData.csv text file located in Course Project
Materials in DocSharing. Professional formatting follows the
formatting guidelines we studied during the first week of class.
Documentation sheet added to provide author, purpose, and date and
provide information about each of the sheets you will create as you
analyze the data. At least one calculated field added and copied to all
cells in the worksheet.
Analyze the Data
Analyze the data in at least three different ways. Each form of Data
Analysis should be provided on a separate, appropriately labeled
worksheet. It is expected that each sheet will be professionally
formatted and clearly documented with titles, comments, and
explanation. Remove any extra sheets so your workbook is as
compact as possible when you turn it in. Go back and review your
labs for assistance in completing the different types of analysis.
The following are some examples of analysis you might wish to do
Sort by discount level. Have discounts increased sales volumes? Is
there any discount level that appears to be more effective than others?
Graph sales over time to see trends. Are there any peaks and lows in
sales? Is there any time of year in which sales are highest? Lowest?
Pivot the data to see total sales by quarter, country, category, and
salesperson. Are there any highs? Are there any lows that need to be

addressed? Subtotal the data. How are quarterly sales totals? Sales
totals by salesperson? By Country? Challenge Option Perform What-
If Analysis. What if prices were raised by a certain percentage with a
slight decline in sales? What combination of price increases and
decline in sales makes most sense?
Present your Conclusions in a Report
Use the integration techniques we worked on in the course to develop
a report (Word document) that includes data and graphs copied and
pasted from your spreadsheet. You will turn in both your
Recommendation Report and your spreadsheet. (There is an Excel
Project Template in DocSharing, Course Project Materials, to help
you formulate your report. The yellow-lined information provides an
explanation of what should be included in each section of the report.)
Your report will focus one paragraph on each of the Data Analysis
sheets in your workbook. Explain the type of analysis you completed,
the conclusions you drew, and a recommendation based on the
analysis. (45 points)
You should include a final paragraph that explains three things you
learned about using Excel for data analysis. (15 points)
==============================================
BIS 155 Week 6 DQ Bringing It All Together

This week will be an opportunity to share ideas and approaches to the
Excel course project due this week.
What are some spreadsheet features you will use to make your
spreadsheet professional, readable, reliable, and repeatable?
This is an opportunity to show your creativity and depth of
understanding of what you have learned up to this point.
Which spreadsheet functions and data analysis types do you think will
be the most challenging to implement in this project?
You will need to have reviewed the project requirements prior to
answering this question. You might want to look at how you
responded to the above question, and from that list, identify
implementation challenges, and state why you feel that way.
==============================================
BIS 155 Week 7 DQ Uses and Applications of Statistics

More than 100 years ago, H.G. Wells commented that "statistical
thinking will one day be as necessary as the ability to read and write."
If you were to google "statistics for managers", you will see a list of
all sorts of books on this topic, followed by thousands of articles and
resources.
Provide a detailed application for the use of some of the many forms
of statistics in business. As you perform this analysis, be sure to
describe the scenario in detail, why you will need the use of statistics,
and explain which type of statistics you will use to solve your
scenario question. Two-hundred-word minimum, well formatted and
referenced
BIS 155 Week 8 Final Exam (Devry)
(TCO 1) You work for a local construction firm, "DeVry Engineering
Group" and your supervisor wants to test your knowledge and skills
with Microsoft Excel and has instructed you to develop a spreadsheet
to calculate weekly payroll for ―15‖ employees with the following
assumptions:....... (Points : 40)
(TCO 3) You currently work for an automotive parts supply store.
Your company is growing and is considering expansion. The
company currently has three locations (North, South, and Central) in
one state. Each parts supply store carries inventory in four categories.
You have been presented with the sales figures for the last three years
for each location and inventory category by store. Based on this
information, you're tasked with analyzing current sales for each store

by category and overall total sales by store and category….. (Points :
40)
(TCO 4) You are given a spreadsheet with daily sales numbers
ordered by date from January 1st to December 31st. You have been
tasked with finding the average sales of each month, then to reorder
the months so they are listed in order from highest to lowest average
sales. Give a step-by-step explanation of how you will rearrange the
data so you can analyze the best and worst months….. (Points : 40)
(TCO 5) You've just joined the staff of the XYZ Manufacturing
Company (XYZ, for short). XYZ manufactures only one product, the
gizmo. It comes in two sizes, the mini-gizmo and the magna-gizmo.
Both are difficult to manufacture, and consequently, the company
closely monitors rejected units. The company has three locations,
each of which produces both the mini and the magna-gizmos. You are
automating the weekly production reports so that you can easily
calculate total production for the entire company each week. The
mini-gizmo is priced at $3.25 per unit. The magna-gizmo is priced at
$7.00 per unit. The unit cost for a reject mini-gizmo is $1.75. The cost
for a reject magna-gizmo is $3.50. Respond fully to the following
questions regarding this task:…… (Points : 40)
5. (TCO 9)You have been tasked with analyzing an extremely large
amount of data and to ultimately produce a report to share with the
board of directors. The data is currently in a text file and has over two
thousand records of data. Explain how you would use Excel to
analyze this data and organize it to prepare a written report. Be very
specific on the variety of tools you would use and the steps you would
go through to analyze the data and to ultimately prepare a detailed
report with recommendations………(Points : 40)

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