BIS 155 Lab 7 of 7: Access Database

BIS 155 Lab 7 of 7: Access Database

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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.

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BIS 155 Lab 6 of 7: Day Care Center

BIS 155 Lab 6 of 7: Day Care Center

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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.

BIS 155 Lab 5 of 7: Bruno’s Pizza Analysis

BIS 155 Lab 5 of 7: Bruno’s Pizza Analysis

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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.

BIS 155 Lab 4 of 7: Create Address Labels

BIS 155 Lab 4 of 7: Create Address Labels

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Product Description

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
Depot.

Download the Lab 4, Step 3 Instructions.

  1. Create
    a new file for printing labels.
  2. Merge data from your Excel spreadsheet into the new label
    document.

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
Depot.

Download the Lab 4, Step 3 Instructions.

  1. Create
    a new file for printing labels.
  2. Merge data from your Excel spreadsheet into the new label
    document.

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.

Scenario/Summary

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
information:

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.

B S T E P S

STEP 1: Import text file into a
spreadsheet and clean up data (20 points)

Download the Lab 4, Step 1 Instructions.

  1. Import the text file into Excel and save
    as lab4_yourlastname.xlsx. Import only the data you will need for your
    letter.
  2. 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.
  3. 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.

  1. 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.
  2. Merge information from your Excel spreadsheet into the Word
    document. Your completed Merge will look like the following when
    complete:

9/27/2007
XYZ Corporation Charitable Trust
123 Adams
Street
Pittsburgh, PA 15697

Shelly Martin
123 North
Street
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

Item
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.

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

With Special thanks,

Jeoffrey
McMillan
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
Depot.

Download the Lab 4, Step 3 Instructions.

  1. Create
    a new file for printing labels.
  2. Merge data from your Excel spreadsheet into the new label
    document.

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.

BIS 155 Lab 3 of 7: Alice Barr Realty Analysis

BIS 155 Lab 3 of 7: Alice Barr Realty Analysis

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Product Description

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.

  1. Download the file chap4_cap_barr from DocSharing, Lab
    Materials.
  2. Open the workbook in Excel, and save it as
    Lab3_Yourlastname.xlsx.
  3. 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
    price.”

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.

  1. 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.
  2. 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.
  3. 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
points)

  1. 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
    Data.
  2. In order to sort the data, you must convert them to a data
    table. Format the data table to look attractive.
  3. Sort the data by selling agent (A to Z) and then by asking
    price (largest to smallest).
  4. Convert the sorted data back into a range, and create a
    summary report showing the total asking price and total selling price by selling
    agent
  5. Create a column chart that shows the difference by agent between
    asking price and selling price

Step 4. Filter the data

  1. Create another copy of
    the original sales data. Rename the sheet Filtered Data.
  2. 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.

  1. Select the data range and
    insert a table.
  2. 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

  1. 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.

  1. 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.
  2. Create a pivot table based on the named range, SalesData.
    Create the pivot table in a new worksheet.
  3. 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.
  4. 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.

BIS 155 Lab 2 of 7: Excels Advanced Formulas And Functions

BIS 155 Lab 2 of 7: Excels Advanced Formulas And Functions

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BIS 155 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.

BIS 155 Lab 1 of 7: Saddle River Marching Band

BIS 155 Lab 1 of 7: Saddle River Marching Band

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Product Description

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.

L A B O V E R V I E W

Scenario/Summary

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.