Thursday, 5 November 2015


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BIS155 Lab 1 of 7: Saddle River Marching Band

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.

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.

BIS155 Lab 2 of 7: Excel's Advanced Formulas & Functions

IS155 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.

BIS155 Lab 3 of 7: Alice Barr Realty Analysis

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 
B. Open the workbook in Excel, and save it as 
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 
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 
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 
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 
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.

BIS155 Lab 4 of 7: Create Address Labels

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
Download the Lab 4, Step 3 Instructions.
A. Create
a new file for printing labels.
B. Merge data from your Excel spreadsheet into the new label
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)
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
Download the Lab 4, Step 3 Instructions.
A. Create
a new file for printing labels.
B. Merge data from your Excel spreadsheet into the new label
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.
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
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.
STEP 1: Import text file into a
spreadsheet and clean up data (20 points)
Download the Lab 4, Step 1 Instructions.
A. Import the text file into Excel and save
as lab4_yourlastname.xlsx. Import only the data you will need for your
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)
Download the Lab 4, Step 2 Instructions.
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

XYZ Corporation Charitable Trust
123 Adams
Pittsburgh, PA 15697

Shelly Martin
123 North
Pittsburgh, PA 15697

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

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.

you again for you support of the fund. The proceeds will support international
annual rescue efforts.

With Special thanks,

Charitable Trust President
XYZ Corporation

3: Create Address Labels (15 points)
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
Download the Lab 4, Step 3 Instructions.
A. Create
a new file for printing labels.
B. Merge data from your Excel spreadsheet into the new label
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.

BIS155 Lab 5 of 7: Bruno's Pizza Analysis

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.

BIS155 Lab 6 of 7: Day Care Center

Your friend, Jane Morales, 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.

BIS155 Lab 7 of 7: Access Database

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.

BIS155 Course Project: Excel Project

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.
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 Final Exam

1. (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:

Note: This is a one part question.

• Each employee could have a standard hourly rate between $10.00 and $30.00 per hour.
• Each employee qualifies to earn overtime at a rate of 1.5 of his or her hourly rate for every hour greater than 40 hours.
• Each employee will have a standard 7.65% deduction for social security
• Each employee will have a standard 14.00% deduction for Federal Taxes
• Each employee will have a standard 5.33% deduction for State Taxes
Explain how you will structure and format your worksheet, including titles, column headings, and formulas to calculate payroll variables for each employee to determine "Net Pay" including and not limited to Total Hours, Gross Pay, Social Security Tax, Federal Withholding Tax, and Sate Withholding Tax. In addition, determine how you would extract overtime hours from a calculated value of "Total Hours" using a conditional formula.

In addition, your supervisor will need this weekly payroll report on a weekly basis and instructed you to keep the payroll history of all weeks within "1" workbook but has allowed you to decide if you would rather keep the payroll running on one worksheet or by assigning a new worksheet for each week. Using your knowledge learned in this class, descriptively explain whether you would keep all weekly payrolls in one worksheet or assigned to new worksheets by week. Defend your reasoning's on the approach your take based on what you have learned in this course.
(Points : 40)

2. (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.
Note: This is a four part question.

1.) Explain your approach to setting up your worksheets and organizing the data.

2.) Explain how you will visually represent the data for the total sales of the individual inventory categories for each location for the time periods shown.

3.) Explain how you will visually represent the consolidated data for the sales of all stores and all inventory categories for all time periods in one chart or graph.

4.) Once you have finished the above tasks, you plan to send the Excel workbook to your manager for evaluation. Your manger is presenting your findings to the Board of Directors for justification for additional capital expenditures. The visually representations need to be concise and clear by able to support the requested expenditures. Explain how you would use the integration features of MS Office to incorporate the Excel information into other presentation media.
(Points : 40)

3. (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.
Note: This is a one part question.
(Points : 40)

4. (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:
Note: This is a two part question.
1.) The managers will e-mail their weekly reports to you on Monday of the following week. You will then produce the summary report. Explain the process for doing this. Give a sample formula to total the number of mini-gizmos produced by the entire company in a week.
2.) Each week, you will present the combined report to your boss, who wants to see both the summary and the individual sheets for each location. You want to add a header with the date and your name to each page. What is the easiest way to do this? Explain the process.
(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.

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