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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  • 12 pt Arial/Times New Roman
  • Double line spacing
  • Any citation style (APA, MLA, Chicago/Turabian, Harvard)

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