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These activities are for those who have some skill in the use of Excel.  There are five activities on this page, each one is a little more complicated than the one before it.  If you want to really test yourself, you should complete activities 4 & 5.

 

Activity 1: The Corner Convenience Store

The corner shop sells a variety of goods which the proprietor groups into five categories. The sales figures for the year to date are set out below:

 

 

 

My Convenience Store Sales Figures

 

January

February

March

April

May

Drinks

¥340,000

¥360,000

¥310,000

¥295,000

¥235,000

Food

¥290,000

¥320,000

¥295,000

¥250,000

¥260,000

Groceries

¥500,000

¥450,000

¥457,000

¥560,000

¥600,000

Newspapers & Magazines

¥59,000

¥68,000

¥57,000

¥45,000

¥50,000

Candy

¥420,000

¥392,000

¥350,000

¥340,000

¥350,000

 

1. Design a spreadsheet which will allow you to complete the requirements set out below.  

Click for an example

 

2. Create a spreadsheet to record the sales figures of the store.  The sheet should show total sales for each category as well as the overall total sales for the year so far.  It should also indicate the totals for each month.  All calculations should be performed using formulae.

 

3. Add a column to show the average monthly sales for each category and the average monthly total sales.  Insert a column next to April for the May sales figures.  Add your own data to this column.

 

4. Create a bar graph showing a comparison of the sales figures for each of the five categories for the five months so far.

 

5. Create a pie graph showing how each of the categories contributes to the total income for the year so far.

 

6. Print one copy of your spreadsheet showing the figures and one copy showing the formulae used.  Submit the two printouts and the design.

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Activity 2: Gold Mart Jewellery Inc.

 

Gold Mart Jewellery Inc. sells wholesale jewellery by mail order to retail jewellers.  The minimum order is one box of any item.

Gold mart has a price list showing the cost of a box (delivered) and the cost per item ( so that the customer can appreciate the value being offered)

 

Part of the current price list looks like this:

 

Gold Mart Jewellery

 

 

 

Price Listing as at

2003/12/5

 

 

 

 

 

 

Item Description

No Per Box

Cost per Box

Handling

Gold Bracelets 11cm

20

10,000

1,000

Gold Bracelets (heavy)

10

15,000

1,000

Gold Neclet 15cm

10

13,800

1,000

Gold Wedding Band

5

30,000

2,000

Mixed Engagement rings

10

125,000

2,000

Diamond Studs

20

250,000

1,000

Gold Studs

20

170,000

1,000

Presentation Boxes

100

70,000

2,000

 

 

1. Design a spreadsheet which will allow you to complete the requirements set out below.  

Click for an example

 

2. Create a spreadsheet to record the price list. The list should show all data given above and columns to show the Total Cost and the Cost per Item.  All calculations should be performed using formulae.

 

3. Add another five items of your own choice and their price details. Use appropriate validation and testing techniques to check your spreadsheet

 

4. Sort the list so that the items appear in alphabetical order, use appropriate validation and testing techniques to check your spreadsheet and print it out. 

 

5. Sort the list so that the items appear in decreasing order of cost per box, use appropriate validation and testing techniques to check your spreadsheet and print it out.

 

6. Print one copy of your spreadsheet showing the formulae used and one copy with annotations of the testing and validation techniques used.  Submit the four printouts and the design.


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Activity 3: Small Business Invoice

 

1. Design a spreadsheet which will allow you to complete the requirements set out below.  

Click for an example

 

2. Create a spreadsheet to produce an invoice for a small business, like a service station, a plumber, an electrician etc.  The invoice should contain details of the business; name address etc as well as the customer's details.  It should list the items for which the customer is being charged, the cost of these items and totals showing how much has to be paid.

 

3. For this spreadsheet, you must supply your own data, make it as realistic as possible.

 

4. Make use of as many formulae and functions as you can.  Obviously all calculations should be completed using formulae, but try using the date functions for example, to add the date to your invoice rather than just typing it in.

 

5. Excel offers a range of tools which can be used to decorate a sheet.  There are boxes, lines and borders, text colours and background shading.  Experiment with these to make your invoice more appealing, easier to read and realistic.  Graphics can even be inserted from the various clipart directories at school for that professional touch.

 

6. Print one copy of your spreadsheet showing the figures and one copy showing the formulae used.  Submit the two printouts and the design.


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Activity 4: Fund Raising Stall at the International Fair

 

Your homeroom group is going to hold a food stall at the International Fair to raise funds for Habitat for Humanity. Your homeroom advisor has asked you to prepare a spread sheet to record the items for sale on the stall. Your spread sheet should contain the following data:

 

Gr 11 Fund Raising Stall

Price listing as at Friday, 5 December 2003

 

Item Description

Cost Price

Markup Code

Hotdog
Plain Hamburger
Hamburger with
fries
Can of Drink
Coffee or Tea
Chips
Chocolate Bar
Doughnut

200
250
350
200
300
100
100
100

1
1
1
2
2
2
1
2

 

1. Design a spreadsheet which will allow you to complete the requirements set out below.  

Click for an example

 

2. Create a spreadsheet for the stall to use. The sheet should show all data given above and a column to show the Item Price. The price is made up of the cost price plus the markup. The markup is based on the markup code. If the code is 1, the markup is 100%, if it is 2 then the markup is 150%. To calculate this, you should use a formulae with an "IF STATEMENT". If the markup code is 1, then the price equals the cost plus the cost multiplied by two or else it equals the cost plus the cost multiplied by two and a half. Try something like this in the price column:

=IF(Markup Code = 1, Cost + Cost*2, Cost + Cost*2.5)

 

3. Add another column to contain the number of items sold at the end of the fair. Add the figures below:

 

Item Description

No. Sold

Hotdog
Plain Hamburger
Hamburger with
fries
Can of Drink
Coffee or Tea
Chips
Chocolate Bar
Doughnut

300
120
200
55
42
134
56
78

 

 

4. Add more columns to calculate Income earned, Expenses incurred and Profit made. Use formulae for all these calculations.

 

5. Excel offers a range of tools which can be used to decorate a sheet. There are lines and borders, text colours and background shading. Experiment with these to make your sheet more appealing, easier to read and realistic. Graphics can even be inserted for that professional touch.

 

6. Print one copy of your spreadsheet in normal view, one showing the formulae used and one copy with annotations of the testing and validation techniques used. Submit the printouts and the design.

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Activity 5: Fund Raising Stall at the International Fair (with improvements)

 

For this activity, you can modify the spreadsheet you created for the homeroom group stall or if you want you can start a new sheet.

 

Your advisor has been able to buy some more items cheaply to sell on the stall. A manufacturer has supplied a quantity of sports clothing and other items. In addition to this, your advisor has changed the system used to calculate the markup of the items, instead of using a code system; it has been decided to simply have a markup percentage. You are presented with the updated information below:

 

Item Description

Cost Price

Markup %

T-Shirt
Socks
Shorts
Hotdog
Plain Hamburger
Hamburger with
fries
Drink Bottle
Doughnut
Coffee or Tea
Chocolate Bar
Chips
Cap
Can of Drink

500
400
600
50
100
150
300
45
50
50
50
500
75

400%
500%
300%
150%
300%
250%
150%
250%
250%
150%
500%
400%
300%

 

1. Re-design the existing spreadsheet (or design a new one) which will allow you to complete the requirements set out below.  

Click for an example

 

2. Modify or create a spreadsheet for the stall to use. The sheet should show all data given above. The Item price is still made up of the cost price plus the markup, however the markup is based on the markup percentage. To calculate this, you are to use a formula with lookup table.

 

You will need to delete the column with the Markup Code in it, this is now useless data. You will have to create a lookup table with the items and their associated markup percentages; probably a vertical table is best suited for this purpose. This table has to be sorted in alphabetical order (A - Z) according to Item description. The table will also need a name. For the example formulae below, I've used the name "markup" for my VLookup table, you can use another name if you want.

 

Try something like this in the price column, after you create and name your lookup table: =VLOOKUP(Item type, markup,2) *Cost + Cost)              ,

 

3. The number of items sold at the end of the fair has to be altered. Add your own made up data to the additional items to show the numbers sold.

 

4. Print one copy of your spreadsheet in normal view, one showing the formulae used and one copy with annotations of the testing and validation techniques used. Submit the three printouts and the design.  

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