Course Project Requirements Document Course Project = Final Background: The Excel/PowerPoint project is your final for this course. Import your Excel workbook into a PowerPoint and create a...

Course Project = Final

Background: The Excel/PowerPoint project is your final for this course. Import your Excel workbook into a PowerPoint and create a presentation. The project requires a substantial amount of effort. When importing choose the table with currency or numbers and dates as you will do calculations.

Concept The concept behind the Project: You are an entrepreneur beginning a new business. It can be a totally new concept, such as a new nail salon, a pizza restaurant or service you provide. You could also be opening a franchise, such as Model sporting store, or a Subway fast food, Domino’s Pizza or even a big hotel such as Hilton. There are no bad topics, but you need to be able to add data to the database, so this will require knowledge of the business. Excel project support the new business you are starting.

General Development Rules of the Project:  The workbook and presentation must have a name that relates to your business, such as Ben Zvy Sports Club. Do not name it “Final” or “Project Workbook” as those are not business names.  Each requirement must be completely and accurately completed. You are graded on meeting each requirement.  The workbook and PowerPoint file must be maintained in one labeled folder  You are free to copy and paste any images/text from the internet. You can google pictures; use existing websites that correlate to your business. (Since this is for educational purposes; the files will be stored only on your storage medium and in a secure Blackboard directory).  Do not wait until the end of the mid-semester to complete the project. It is graded on professionalism and design effort, besides accuracy in meeting the requirements.

Project 11100-800 and 804S 9/21/2020

Page 2 of 6

Project is due: 12/20/2020 Project Grade Rating: Click or tap here to enter text. 25 /100%

Excel Functionality

All workbooks, are to managing data for the day to day business operations across multiple departments and personnel. That said, it also facilitates retrieving data in a variety of ways, thereby enabling you to do more analysis and complex calculations for decision making on the data. You would like to create graphical charts comparing the data. The first thing you need to do; is to identify the business data you want to use for your analysis.

Part 1 – Create an Excel workbook

a. Create a new Excel worksheet. The worksheet must have at least 6 columns and 7 rows of data (can have more if needed). a. The layout must be landscape orientation, no truncation (### signs displayed indicate the column is too small for the data; you must widen it. b. You will need to do some column reductions so that all data first on one horizontal sheet c. Rename the worksheet with a meaningful name and save the workbook with a name that represents the analysis you want to perform.

Part 2 –Format the Worksheet

a. Add a title for the worksheet and merge and center it over the data below. b. All the columns must be fully displayed with no truncation. (### will cause lost points) c. The numeric and currency cells should have correct formatting and number of decimals. d. Column headings should be centered, bold. e. The worksheet Title should be a larger font size, bold, merge/center. f. Change the Workbook Theme, pick something other than the Office default. g. Apply a border around the headings and values in the body of the worksheet h. For one column apply conditional formatting to highlight values that exceed too low or too high target values. The Conditional format should color the cell and have an icon for an indicator.

Be sure your worksheet looks professional!

Project 11100-800 and 804S 9/21/2020

Page 3 of 6

Part 3 - Formulas and Functions

a. Create a new column that is a calculation using the numeric or currency column data. b. All currency columns must be totaled using the Sum function. Label the row. c. Add a new column that is uses a fixed amount in the spreadsheet to complete a calculation. The fixed amount must use absolute reference ($). The percent should display one decimal. d. Add Average, Max and Min function to one currency column. Label each of the function values. e. Add a column that uses the IF function and compares the value to the average of a column. f. Add Data Validation to one column.

Part 4 - Charting Worksheet Data

a. Add a chart on a separate worksheet using a chart type that supports your analysis. Note: Using the Recommended charts option on the Insert tab may help. You will need the data, so it may be easier to create the chart on the main worksheet and then do an Excel move (no copy/paste allowed) b. Apply a Chart Style c. Add an appropriate Chart Title that explains what data is being presented. Example: “Annual Sales Revenue” d. Add Axis Titles, Horizontal and Vertical, rotate the vertical axis title. e. Add a Trendline if a column or bar chart or explode a segment if a pie chart. f. Rename the worksheet with a meaningful name that represents the analysis.

Part 5 – Create a Data Table

a. Make a copy of main data worksheet and paste it in a new worksheet. b. Using this new worksheet data, create a table (hint CTRL+T). Make sure all headings and data display c. Sort your data ascending, using the sort on the data tab. d. Add a filter to one of the currency columns. Use the Greater or Equal To filter. e. Add an Excel total row to the table, provide a row name. Total all your currency values using the total row drop down list.

Project 11100-800 and 804S 9/21/2020

Page 4 of 6

f. Rename the worksheet “Table Data” and color code it a color that is different from the first worksheet.

Part 6 - Financial Functions

You need a loan to expand your business. On a new worksheet, use the Payment function to calculate a monthly payment for the loan.

a. On new worksheet, define and label cells as Loan Amount, Annual Interest, and Loan Years. b. Create PMT function using the cells above as parameters. Label the cell as Monthly Payment. c. You are paying back the loan monthly and the interest rate is 6%. d. Add a title “Expansion Loan” title over the data. e. You must either use cell references or cell names and in the PMT function. Actual values in the PMT arguments are not accepted.

Part 7 - Create a Pivot Table and Pivot Chart

a. Create a new worksheet b. Using the data from your main data worksheet, create a pivot table and chart. You determine what data and chart type to use to logically review your data. Add a Title to the worksheet that explains what the Pivot Chart would be used to analyze. Example: Comparing Product Costs for multiple years. c. Add a Chart Style to the chart d. Add a Slicer to logically analyze the data. e. Name the sheet tab, Pivot table and chart’.

Part 8 – Protecting a Worksheet

a. Using the first worksheet, protect 3 cells in that worksheet. Please use the password 20rcc20 (lower case). Highlight the 3 locked cells with a different fill color, then protect the worksheet. Test to make sure those three cells are the only ones you cannot change. b. Protect the worksheet that has the chart using the password 20rcc20 a. with a different fill color, then protect the worksheet. Test to make sure those three cells are the only ones you cannot change. b. Protect the worksheet that has the chart using the password 20rcc20

Project 11100-800 and 804S 9/21/2020

Page 5 of 6

c.

PowerPoint Functionality

PowerPoint is a computer program that allows you to create and show slides to support a presentation. You can combine text, graphics and multi-media content to create professional presentations. As a presentation tool PowerPoint can be used to:

organize and structure your presentation;

create a professional and consistent format;

provide an illustrative backdrop for the content of your presentation;

animate your slides to give them greater visual impact.

PowerPoint has become enormously popular and you are likely to have seen it used by your lecturers and fellow students or in a presentation outside of the University. Learning to present with PowerPoint will increase your employability as it is the world’s most popular presentational software. Used well, PowerPoint can improve the clarity of your presentations and help you to illustrate your message and engage your audience. The strategies contained in this study guide will help you to use PowerPoint effectively in any type of presentation.

Part 9 – Create Power Point Presentation

a. with your Excel Project Worksheet open, export your data to a PowerPoint. Make sure you choose a table to export that contains currency and/or numbers. b. Create a PowerPoint Presentation c. Add text to slides d. Add slides header and footers

Part 10 – Be creative

e. add pictures. insert screenshot f. Acquire and add audio to a presentation g. Acquire and add video to a presentation

Part 11 – Adding Chart to a Presentation

a. insert chart, using your Excel workbook information to display numerical data b. link to and use data in an Excel worksheet to create a chart

When complete, submit the Excel and PowerPoint Course Project files in the Course Project drop Box.

Project 11100-800 and 804S 9/21/2020

Page 6 of 6

Suggested Topics (previous students’ topics)

 A student database  A pizza shop  A hair or nail salon  A car dealership (such as Toyota or Mercedes)  A Restaurant  Domino’s Pizza  Subway  Target  Mercedes car dealership  A lawn maintenance business

 Sports club/Gym (you can use a real one such as Planet Fitness, etc.)  An Internet store  A Retail store  A consulting company  A hardware store  A health food store  A bookstore A dog grooming company  A fast food restaurant, such as McDonalds or Wendy’s

Last Updated: 9/21/2020