Excel expert only
Excel/Excel - Exercise.doc
INFS 3250
In Class Project – Exercise 3
Complex IF, SumIF & Charts
Name: ____________________________ Points: ______ / 25
Due: See Blackboard! (2.5 pts deduction for each class period late)
Download the Excel workbook titled Excel Exercise 3.xlsx. The following rubric will be used to score your submission:
|
Points Earned |
Points Possible |
Assignment 3 – Grading Report |
|
|
2 1 3 2 8 pts Total |
Payroll Calculations Correct formulas for non conditional cells Proper use of Absolute addressing OT & Reg Hours using IF function HI deduction with IF function
|
|
|
4 4 pts total |
Format the Data, Print and attach the Payroll Report Consistent decimal places Data centered where appropriate Column headings accented Report Heading and Totals added, where appropriate Proper orientation PRINT to FIT – repeating column headings THE REPORT JUST LOOKS GOOD!! |
|
|
2 2 2 6 pts Total |
Charts Use SumIF function to build summary table Pie Chart – legends, titles, formatting Bar Chart – legends, titles, formatting
|
|
|
2 2 pts Total |
Grading Worksheet Correct IF function to calculate final letter grade
|
|
|
2 1 2 5 pts Total |
AP Cash Flow Analysis Use IF and DAY functions to display the A/P invoices in the corresponding columns. Format the worksheet as needed. Create a properly formatted Bar Chart that displays the invoice totals for each week.
|
|
|
25 pts Total |
Total Score |
Excel/Excel Exercise.xlsx
New Material
| Complex IF Tests |
| SUMIF |
| Charts |
| Vlookup |
Payroll Master Data
| Health Insurance Deduction | Tax Rates | ||||||
| Employee Contribution Rates | |||||||
| Code | Coverage | Rate | Federal | 28.0% | |||
| F | Family | $ 100.50 | State | 4.5% | |||
| I | Individual | $ 25.00 | Local | 2.2% | |||
| X | Exempt | $ - 0 | FICA | 15.3% | |||
| Payroll Instructions | |||||||
| Employees are coded as either hourly or salary. Hourly employees are paid OT for any hours worked over 40; | |||||||
| Salary employees receive their salaried amount regardless of the number of hours worked. | |||||||
| Calculations | |||||||
| Regular Hours: If a salaried employee, Regular hours = Hours worked; | |||||||
| If an hourly employee, regular hours = hours worked (up to 40------ try using the MIN() function) | |||||||
| HINT: You may find it easier to calculate the OT hours first and then | |||||||
| OT Hours: If a salaried employee, OT Hours = 0 | back into the Regular Hours | ||||||
| If an hourly employee, OT hours = hours above 40 (try using the MAX() function) | |||||||
| Regular Pay: If a salaried employee, Regular pay = Rate of Pay | |||||||
| If an hourly employee, Regular pay = Regular Hours * Rate of Pay | |||||||
| OT Pay: If a salaried employee, OT Pay = 0 | |||||||
| If an hourly employee, OT Pay = OT Hours * Rate of Pay * 1.5 | |||||||
| Gross Pay: Regular Pay + OT Pay | |||||||
| Federal Tax: Gross Pay * Federal Tax Rate | |||||||
| State Tax: Gross Pay * State Tax Rate | |||||||
| Local Tax: Gross Pay * Local Tax Rate | |||||||
| FICA Tax: Gross Pay * FICA Tax Rate | |||||||
| HI Deduction: Use the rate corresponding to the table above | |||||||
| Total Deductions: Sum all taxes and HI Deduction | |||||||
| Net Pay: Gross Pay less Total Deductions | |||||||
| 1) Create the formulas to perform the above calculations | |||||||
| 2) Format the page and data to generate a well designed report (report headings, column headings, totals) (I will be picky!) | |||||||
| 3) Print the Payroll Report | |||||||
| 4) Create a Summary Section that lists all departments and gives the total of the salaries (both gross pay and net pay) by department | |||||||
| use the SumIF() Function | |||||||
| 4) Create multiple charts: 1) Pie Chart showing percentage of gross pay by department | |||||||
| 2) Bar Chart - showing net pay by department | |||||||
| 5) Print the Charts (be sure to provide legends, titles and appropriate formatting) | |||||||
Payroll Weekly Data
| ABC Company Payroll | |||||||||||||||||
| Week Ending | 8/26/14 | ||||||||||||||||
| Name | Department | HI Enrollment | Rate of Pay / Salary | Pay Basis | Hours Worked | Regular Hours | OT Hours | Regular Pay | OT Pay | Gross Pay | Federal Tax | State Tax | Local Tax | FICA | Health Ins Deduction | Total Deductions | Net Pay |
| Hurley, Stuart | Sciences | F | 15 | Hourly | 21 | ||||||||||||
| Hendrickson, Mel | Geography | I | 250 | Salary | 31 | ||||||||||||
| Horton, Samantha | Geography | F | 1200 | Salary | 55 | ||||||||||||
| Walsh, Moira | Business Admin | X | 13 | Hourly | 43 | ||||||||||||
| Schuler, Presley | Business Admin | F | 11.75 | Hourly | 44 | ||||||||||||
| Edsell, Camilla | Business Admin | F | 11.75 | Hourly | 40 | ||||||||||||
| Earle, Jenna | Computer Science | X | 550 | Salary | 42 | ||||||||||||
| Lemiski, Ryan | Business Admin | X | 650 | Salary | 40 | ||||||||||||
| Murray, Dwayne | History | X | 450 | Salary | 43 | ||||||||||||
| McLean, Barb | Sciences | I | 7.5 | Hourly | 43 | ||||||||||||
| Smith, Albert | Education | F | 10 | Hourly | 40 | ||||||||||||
| Hamazaki, Jeff | Business Admin | X | 10 | Hourly | 40 | ||||||||||||
| Tarlton, Victor | Sciences | F | 10 | Hourly | 47 | ||||||||||||
| Cameron, Jacqueline | Sciences | I | 1200 | Salary | 25 | ||||||||||||
| Suel, Ingvar | Education | X | 275 | Salary | 54 | ||||||||||||
| MacPherson, Jack | Sciences | I | 1200 | Salary | 30 | ||||||||||||
| Pitt, Dennis | Education | I | 7.3 | Hourly | 40 | ||||||||||||
| Guerroro, Tamara | Computer Science | F | 125 | Salary | 40 | ||||||||||||
| Lockwood, Shaine | Education | X | 1200 | Salary | 43 | ||||||||||||
| Morris, Alice | Sciences | X | 1200 | Salary | 48 | ||||||||||||
| Singh, Balwant | History | F | 12 | Hourly | 40 | ||||||||||||
| Hillman, Frances | Business Admin | I | 7.5 | Hourly | 54 | ||||||||||||
| Morgan, Cindy | Sciences | F | 600 | Salary | 40 | ||||||||||||
| Skubiak, Jaime | Education | F | 350 | Salary | 40 | ||||||||||||
| Modano, Mike | Sciences | F | 9.75 | Hourly | 44 | ||||||||||||
| Yap, Stevey | Business Admin | I | 500 | Salary | 40 | ||||||||||||
| Garcia, Rosa | History | I | 10 | Hourly | 48 | ||||||||||||
| Chan, Dorothy | Business Admin | F | 9.5 | Hourly | 46 | ||||||||||||
| Henderson, Kela | Business Admin | I | 12 | Hourly | 40 | ||||||||||||
| McLeish, Cindy | Education | F | 600 | Salary | 40 | ||||||||||||
| DeFleur, Gregg | Business Admin | F | 7.5 | Hourly | 40 | ||||||||||||
| Bows, Graham | Geography | X | 7.5 | Hourly | 36 | ||||||||||||
| Goode, Barb | Sciences | I | 12 | Hourly | 43 | ||||||||||||
| Tang, Kim | Sciences | I | 125 | Salary | 40 | ||||||||||||
| Flanders, Dawn | Geography | I | 350 | Salary | 40 | ||||||||||||
| Maki, Ed | Business Admin | F | 18.75 | Hourly | 25 | ||||||||||||
| Gray, Stacey | Education | F | 12 | Hourly | 22 | ||||||||||||
| Todd, Shig | Sciences | F | 12.5 | Hourly | 44 | ||||||||||||
| Williams, Rich | Business Admin | X | 750 | Salary | 40 | ||||||||||||
| Adams, Cecilia | Business Admin | F | 250 | Salary | 40 | ||||||||||||
| Farris, Linda | Sciences | X | 12 | Hourly | 27 | ||||||||||||
| Aziz, Nashir | Geography | F | 8 | Hourly | 32 | ||||||||||||
| Bertin, Julia | Geography | F | 550 | Salary | 40 | ||||||||||||
| Cooper, Sara | Business Admin | F | 450 | Salary | 40 | ||||||||||||
| Brown, Raymond | Geography | I | 600 | Salary | 40 | ||||||||||||
| Swift, Gilles | Education | F | 12 | Hourly | 40 | ||||||||||||
| Williams, Peter | Sciences | X | 1200 | Salary | 40 | ||||||||||||
| Palma, Emerald | Computer Science | I | 7.5 | Hourly | 40 | ||||||||||||
| Bose, Denise | Sciences | X | 18.75 | Hourly | 40 | ||||||||||||
| Booth, Wesley | History | X | 1200 | Salary | 42 | ||||||||||||
| Tanaka, Brian | Sciences | X | 12 | Hourly | 40 | ||||||||||||
| Brewski, Randy | Business Admin | I | 600 | Salary | 44 | ||||||||||||
| Thompson, Murray | Business Admin | F | 11 | Hourly | 40 | ||||||||||||
| Drummond, Chris | Business Admin | F | 7.3 | Hourly | 55 | ||||||||||||
| Mulvaney, Marcey | Education | X | 9.5 | Hourly | 40 | ||||||||||||
| Provost, Everett | Computer Science | I | 550 | Salary | 40 | ||||||||||||
| Hedges, John | Education | X | 150 | Salary | 40 | ||||||||||||
| Lewis, Nathan | Business Admin | F | 8.75 | Hourly | 44 | ||||||||||||
| Hamel, Darryl | Sciences | X | 11 | Hourly | 44 | ||||||||||||
| Arston, Jean | Business Admin | I | 7.5 | Hourly | 50 | ||||||||||||
| Ackerman, Jerry | Education | I | 12 | Hourly | 32 | ||||||||||||
| Lopez, Victor | Sciences | I | 550 | Salary | 40 | ||||||||||||
| Getz, Anthoney | Sciences | F | 275 | Salary | 40 | ||||||||||||
| Winkler, Janice | Business Admin | X | 5.5 | Hourly | 40 | ||||||||||||
| Huberty, Tessa | Business Admin | F | 750 | Salary | 40 | ||||||||||||
| Withers, Martin | History | I | 800 | Salary | 40 |
Grades
| INFS 3250 | ||||||||||||||||||||||
| Summer Semester Grades | ||||||||||||||||||||||
| Name (Last, First) | Chapter 4 Assignment 1 | Chapter 5 Assignment 2 | Chapter 6 Assignment 3 | Chapter 7 Assignment 4 | Chapter 8 Assignment 5 | Chapter 9 Assignment 6 | Chapter 10 Assignment 7 | Totals | Access 1-3 | Access 5 | Access 6 | Access 7 | Access 4 | Totals | T. Projects | Midterm 1 | Final Exam | Attendance | Homework | Grade | Assigned Letter Grade Jordan Keefe: Instructions: Display the Assigned Letter Grade using a standard grading scale -- >= 90 = A, >= 80 = B, >= 70 = C, >=60 = D, below 60 = F Use the IF function -- one IF nested inside another to accomplish the task. Note that grades are % thus the value to compare to is in the form of .90, .80, .70, .60 etc. |
|
| Total Scores | 10 | 10 | 10 | 10 | 20 | 20 | 10 | 90 | 20 | 20 | 20 | 20 | 10 | 90 | 180 | 55 | 39 | 15 | 16 | |||
| Altenburger, Ross | 10 | 10 | 10 | 10 | 18 | 20 | 10 | 88 | 20 | 19 | 18 | 20 | 10 | 87 | 175 | 49 | 33 | 15 | 16 | 94.00% | ||
| Blaisdell, Nick | 9 | 8 | 9 | 10 | 12 | 18 | 0 | 66 | 0 | 66 | 46 | 0 | 0 | 26.00% | ||||||||
| Chernitsky, Kevin | 9 | 9.5 | 10 | 9.5 | 17 | 20 | 9 | 84 | 20 | 19 | 18 | 17 | 9 | 83 | 167 | 46 | 29 | 15 | 16 | 90.00% | ||
| Clark, Gregory | 10 | 8 | 9 | 18 | 17 | 9 | 71 | 18 | 19 | 17 | 16 | 5 | 75 | 146 | 41 | 27 | 15 | 14 | 80.00% | |||
| Comer, Todd | 8.5 | 8.5 | 9 | 10 | 18 | 20 | 10 | 84 | 20 | 20 | 18 | 17 | 9 | 84 | 168 | 46 | 39 | 15 | 15 | 93.00% | ||
| Cunningham, Stephen | 10 | 10 | 8 | 28 | 20 | 20 | 18 | 17 | 9 | 84 | 112 | 37 | 23 | 13 | 14 | 71.00% | ||||||
| Currie, Anton | 7 | 10 | 9 | 10 | 13 | 17 | 10 | 76 | 19 | 15 | 34 | 110 | 46 | 19 | 15 | 10 | 65.00% | |||||
| Fedorovich, Julie | 10 | 10 | 9 | 19 | 20 | 10 | 78 | 19 | 19 | 19 | 19 | 76 | 154 | 47 | 32 | 14 | 14 | 86.00% | ||||
| Flemming, Todd | 10 | 10 | 10 | 10 | 19 | 10 | 69 | 20 | 20 | 19 | 20 | 9 | 88 | 157 | 50 | 37 | 15 | 16 | 94.00% | |||
| Hammond, Nia | 9.5 | 10 | 10 | 19 | 20 | 10 | 78.5 | 18 | 20 | 19 | 18 | 9 | 84 | 162.5 | 41 | 35 | 15 | 16 | 90.00% | |||
| Hange, Michael | 10 | 10 | 9 | 18 | 20 | 10 | 77 | 20 | 19 | 19 | 20 | 78 | 155 | 54 | 25 | 14 | 12 | 81.00% | ||||
| Howell, Marie | 9 | 9 | 9 | 10 | 10 | 16 | 10 | 73 | 19 | 20 | 16 | 11 | 9 | 75 | 148 | 49 | 22 | 14 | 12 | 77.00% | ||
| Johnson, Ebony | 10 | 10 | 10 | 10 | 17 | 19 | 10 | 86 | 20 | 20 | 17 | 20 | 8 | 85 | 171 | 48 | 26 | 15 | 16 | 90.00% | ||
| Johnson, Steven | 10 | 19 | 20 | 49 | 19 | 20 | 18 | 18 | 75 | 124 | 48 | 34 | 15 | 7 | 70.00% | |||||||
| Jondro, Julianne | 8.5 | 9 | 10 | 9 | 20 | 19 | 9 | 84.5 | 20 | 20 | 19 | 10 | 69 | 153.5 | 54 | 23 | 15 | 15 | 86.00% | |||
| Joo, Suzan | 9.5 | 9 | 10 | 10 | 19 | 16 | 10 | 83.5 | 20 | 20 | 17 | 19 | 8 | 84 | 167.5 | 49 | 38 | 15 | 16 | 96.00% | ||
| Krzeminski, Keri | 10 | 10 | 10 | 10 | 19 | 18 | 10 | 87 | 20 | 19 | 19 | 58 | 145 | 49 | 29 | 15 | 16 | 88.00% | ||||
| Litch, Tricia | 9.5 | 10 | 10 | 9.5 | 20 | 18 | 10 | 87 | 20 | 20 | 19 | 20 | 8 | 87 | 174 | 36 | 38 | 15 | 16 | 92.00% | ||
| Miller, Sara | 10 | 10 | 10 | 10 | 20 | 17 | 10 | 87 | 20 | 20 | 18 | 19 | 9 | 86 | 173 | 53 | 37 | 15 | 16 | 97.00% | ||
| Nicholson, Anthony | 10 | 10 | 10 | 10 | 18 | 20 | 10 | 88 | 20 | 20 | 19 | 20 | 8 | 87 | 175 | 55 | 36 | 15 | 16 | 98.00% | ||
| Patel, Nehal | 9 | 10 | 10 | 10 | 20 | 7 | 66 | 17 | 20 | 17 | 54 | 120 | 50 | 34 | 13 | 10 | 75.00% | |||||
| Ripley, Alan | 9 | 10 | 10 | 10 | 16 | 18 | 9 | 82 | 18 | 10 | 18 | 19 | 9 | 74 | 156 | 48 | 33 | 15 | 14 | 87.00% | ||
| Sacco, Anthony | 0 | 0 | 0 | 0 | 0 | 0.00% | ||||||||||||||||
| Sheskey, Jason | 10 | 9.5 | 10 | 10 | 12 | 17 | 10 | 78.5 | 17 | 19 | 13 | 17 | 9 | 75 | 153.5 | 41 | 19 | 14 | 16 | 81.00% | ||
| Shirey, Adam | 9 | 9 | 10 | 9.5 | 13 | 19 | 69.5 | 20 | 20 | 15 | 18 | 9 | 82 | 151.5 | 28 | 24 | 15 | 15 | 77.00% | |||
| Spilar, John | 10 | 10 | 10 | 9.5 | 15 | 20 | 0 | 74.5 | 0 | 74.5 | 0 | 0 | 10.00% | |||||||||
| Sulfaro, Steven | 10 | 10 | 10 | 9.5 | 12 | 16 | 0 | 67.5 | 20 | 20 | 20 | 17 | 9 | 86 | 153.5 | 44 | 38 | 15 | 16 | 92.00% | ||
| Trombley, Anna | 10 | 10 | 10 | 9.5 | 19 | 18 | 9 | 85.5 | 20 | 20 | 19 | 20 | 9 | 88 | 173.5 | 51 | 21 | 15 | 16 | 88.00% | ||
| Venkatesh, Ramanuj | 9.5 | 9 | 10 | 9 | 17 | 17 | 10 | 81.5 | 19 | 20 | 18 | 14 | 71 | 152.5 | 39 | 31 | 15 | 16 | 86.00% | |||
| Wannemacher, Matthew | 9 | 10 | 9.5 | 14 | 16 | 10 | 68.5 | 12 | 16 | 17 | 18 | 10 | 73 | 141.5 | 32 | 22 | 15 | 16 | 78.00% | |||
| Wright, Amy | 10 | 10 | 8 | 10 | 19 | 11 | 10 | 78 | 20 | 19 | 18 | 18 | 9 | 84 | 162 | 48 | 24 | 15 | 15 | 85.00% | ||
| Yosick, Joshua | 10 | 10 | 10 | 9.5 | 19 | 20 | 10 | 88.5 | 19 | 20 | 18 | 20 | 9 | 86 | 174.5 | 53 | 33 | 15 | 16 | 95.00% | ||
AP Cash Flow
| TheZone Customer Accounts Payable Report | ||||||
| Cash Flow Analysis | ||||||
| Customer Name | Invoice Amount Due | Invoice Date | Week 1 Payables | Week 2 Payables | Week 3 Payables | Week 4 Payables |
| Athletica Gear Corp | $8,612.00 | 12/1/13 | ||||
| Baltimore O's | $2,750.00 | 12/29/13 | ||||
| Baseball & More | $2,345.00 | 12/12/13 | ||||
| Canadian Ski Club | $27.50 | 12/1/13 | ||||
| Everything Gold | $378.99 | 12/25/13 | ||||
| Sports & Stuff | $121.60 | 12/22/13 | ||||
| North Face | $10,275.00 | 12/19/13 | ||||
| Nike | $2,750.00 | 12/22/13 | ||||
| adidas | $2,345.00 | 12/30/13 | ||||
| Columbia | $74.08 | 12/11/13 | ||||
| Title Nine | $7,488.10 | 12/3/13 | ||||
| Eurosport | $5,555.55 | 12/19/13 | ||||
| Athletica Gear Corp | $18,869.00 | 12/16/13 | ||||
| Baltimore O's | $4,944.00 | 12/13/13 | ||||
| Baseball & More | $8,550.00 | 12/9/13 | ||||
| Canadian Ski Club | $5,066.00 | 12/18/13 | ||||
| Everything Gold | $12,910.00 | 12/18/13 | ||||
| Sports & Stuff | $5,806.00 | 12/20/13 | ||||
| North Face | $642.00 | 12/8/13 | ||||
| Nike | $19,057.00 | 12/14/13 | ||||
| adidas | $1,925.00 | 12/19/13 | ||||
| Columbia | $16,203.00 | 12/10/13 | ||||
| Title Nine | $14,662.00 | 12/27/13 | ||||
| Eurosport | $6,918.00 | 12/17/13 | ||||
| Athletica Gear Corp | $6,355.00 | 12/1/13 | ||||
| Baltimore O's | $12,021.00 | 12/6/13 | ||||
| Baseball & More | $12,408.00 | 12/22/13 | ||||
| Canadian Ski Club | $19,881.00 | 12/11/13 | ||||
| Everything Gold | $9,264.00 | 12/19/13 | ||||
| Sports & Stuff | $11,112.00 | 12/7/13 | ||||
| North Face | $981.00 | 12/24/13 | ||||
| Nike | $8,628.00 | 12/26/13 | ||||
| adidas | $7,789.00 | 12/16/13 | ||||
| Columbia | $15,202.00 | 12/14/13 | ||||
| Title Nine | $17,035.00 | 12/29/13 | ||||
| Eurosport | $7,379.00 | 12/25/13 | ||||
| Athletica Gear Corp | $2,628.00 | 12/19/13 | ||||
| Baltimore O's | $6,958.00 | 12/14/13 | ||||
| Baseball & More | $18,638.00 | 12/28/13 | ||||
| Canadian Ski Club | $1,689.00 | 12/11/13 | ||||
| Everything Gold | $19,740.00 | 12/8/13 | ||||
| Sports & Stuff | $15,253.00 | 12/9/13 | ||||
| North Face | $16,216.00 | 12/10/13 | ||||
| Nike | $14,665.00 | 12/19/13 | ||||
| adidas | $5,397.00 | 12/13/13 | ||||
| Columbia | $15,819.00 | 12/21/13 | ||||
| Title Nine | $11,625.00 | 12/18/13 | ||||
| Eurosport | $13,296.00 | 12/28/13 |
INSTRUCTIONS: Write the formulas for columns D, E, F and G to display the Invoice Amount Due for each invoice in the column corresponding to the Invoice Due Date. Consider only the DAY portion of the date (using the DAY() function that returns only the DAY portion of the date) and place the invoice amount in the columns based upon the following business rules: Week 1 Payables are Due on the 1st thru the 7th day Week 2 Payables are due on the 8th thru the 14th day Week 3 Payables are Due on the 15th thru the 21st day Week 4 Payables are due after the 21st through the end of the month For example: The Invoice in row 6, due on the 1st day of the month, would display $8,612.00 in cell D6, the invoice in row 7, due on the 29th day of the month, would display $2,750.00 is cell G7, and so on.