Prepare an Excel Workbook

You will prepare an Excel Workbook for an existing or fictional organization of your choice presenting company information and statistics such as:

· inventory

· human resources

· sales and revenue

· budgets

· financial analysis and forecasting


Consistency across Excel workbook

– use the same Theme for all sheets (2 marks)

– consistent content, organization, positioning and formatting across all sheets (3 marks)

– they look clean, professional and uncluttered

Higher Marks for proper use and presentation/explanation of two or more of the following:

· 3d References

· functioning Data Table(s)

· Amortization Table(s)

· Named Reference Formulae

Excel Document

– includes at least two Tables (2 mark)

– on separate sheets presenting different information (1 mark)

– properly formatted, labeled and titled (2 marks)

– a non-default Table Style is applied to each (2 marks)

– includes at least two different types of Charts (2 marks)

– on separate sheets presenting different information (1 mark)

– properly formatted, labeled and titled (2 mark)

– a non-default Chart Style is applied to each (1 mark)

– use of proper Cell Styles and Borders (4 marks)

– use of Structured (Named) References where appropriate (2 marks)

· include at least three different Auto Functions in your tables (Sum, Average, Min, etc.) (3 marks)

– includes at least three, different, hand-written Formulae of at least intermediate complexity in your tables (6 marks)

 Formulas should display :

– complex calculations using multiple operations and parentheses and/or

– non-Auto Function Formulae (If, PMT, FV, Match, CountIf, etc.) 

– make sure that Formulae and other information is properly produced in Series by using the Fill Handle (2 marks)

– use at least three different Number Formats (Accounting, Currency, Dates, etc.) correctly and consistently in your Tables (3 marks)

– use Conditional Formatting at least twice in your Tables (2 marks)

– Use print option set – your Tables and Charts in a small booklet (no need to print, but set up like this print option)

– print on both sides of the page (1 mark)

– use the most appropriate page orientation(s) (portrait or landscape) for easy reading (1 mark)

– set proper Print Areas to fit your tables and charts neatly on the pages without making them too small to read (1 mark)

– in the headers of the printed pages, include the project title with the name of the organization (1 mark)

-in the footers of the printed pages, include your names and titles, the date and the correct page numbers (2 marks)

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