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Excel Group Project Guidelines 2021

This document provides instructions for a group assignment using Excel. Students are to form groups of up to two members and create an Excel workbook with four worksheets - one for the finance, sales, and HR departments, plus a dashboard sheet with summary graphs. Each department sheet should contain ten records with relevant attributes. Formulas, formatting, charts and other visualizations should be used to analyze and present the data. Creativity and additional Excel features beyond what was covered in class are encouraged. The assignment will be evaluated based on a detailed rubric assessing areas like organization, formulas, visuals, content, and innovation.

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Jayden Rinquest
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0% found this document useful (0 votes)
52 views5 pages

Excel Group Project Guidelines 2021

This document provides instructions for a group assignment using Excel. Students are to form groups of up to two members and create an Excel workbook with four worksheets - one for the finance, sales, and HR departments, plus a dashboard sheet with summary graphs. Each department sheet should contain ten records with relevant attributes. Formulas, formatting, charts and other visualizations should be used to analyze and present the data. Creativity and additional Excel features beyond what was covered in class are encouraged. The assignment will be evaluated based on a detailed rubric assessing areas like organization, formulas, visuals, content, and innovation.

Uploaded by

Jayden Rinquest
Copyright
© All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as DOCX, PDF, TXT or read online on Scribd

HIGHER CERTIFICATE in ICT: NQF Level 5

Quantitative Techniques

2021 Excel Assignment

 Download your group’s assignment from Blackboard.


 A maximum of 2 students may form a group
 Ensure that the names of both group members are on each
submitted page.
 The uploading of one completed assignment per group is sufficient.
 No late submissions will be entertained.

Due Date: 24h October 2021


Excel Assignment

Background to the Assignment


• You are the Manager of a medium sized company and you have learned that
Microsoft Excel provides businesses with the tools they need to become
more efficient and effective.

• Your company is busy collecting more and more data from multiple sources,
including employee records, in-store-transactions, online sales and social
media and you believe that this system will help the company tremendously.

• You have discovered that you need to be able to collate and analyse this
information quickly and effectively.

• You recall that Excel spreadsheets are commonly used in business to display
financial information and other data relevant to the running of the business.
This could be information relevant to the finance, sales and HR department.

Requirement of the Assignment


• The aim of the system is to enable you to unlock the potential of the
company’s data, by using formulas across a grid of cells. Data has to be
sorted and filtered, and then displayed in a visual presentation. The system
must also use pie charts, graphs and clustered columns to add meaning to
the data instead of just existing as row after row of numbers. These
visualizations should add extra emphasis to allow you to interpret your data
easily.

• This is a group assignment consisting of a maximum of two students per


group. You will have to declare whether each group member has contributed
equally to the project and your final mark will be adjusted accordingly.
2
• You are to develop a system using Excel for each of the departments (finance,
sales and HR department) in your company.

• The Excel workbook must consist of 4 different worksheets.


• One spreadsheet each for finance, sales and HR department.

• The fourth sheet is a dashboard sheet which should consist of various graphs
to indicate a summary of the various other sheets.

• Each department must have ten records e.g. ten employees in the HR
department; ten products sold in the sales department, etc.

• You have to decide what attributes (characteristics) of each record in the


department is relevant. For e.g. the product records might have quantity;
description; size; colour; price as attributes.

• You must format the spreadsheets using different colour shades, bolds and
italics, to differentiate between columns and bring the most important data
to the fore.

• Each sheet must show how you have made use of different formulas to either
sum, average, count, etc. depending on what the need of the sheet is.

Mark Allocations
• The background and requirements to the assignment is intentionally left very
open, to allow you to interpret and present your solution in a very creative
way.

• You will receive 80% of the marks for incorporating all the spreadsheet
basics; charts; sorting; filtering and conditional formatting that you have
covered in your course into your assignment.

• The other 20% of the marks for this assignment shall be gained by you
illustrating extra features that Excel might have (that you did not cover in

3
your course – but that you have learned from YouTube, Google or any other
source (that you must mention).

• The rubric attached indicates how you will be assessed in this assignment.

RUBRIC - Excel Assignment 2021


Meets Below
Above Expectations Needs improvement
Expectations Expectations Marks
16 to 20 marks 6 to 10 marks
11 to 15 marks 1 to 5 marks
Above Meets Needs Below
Expectations Expectations improvement Expectations

Neatness and The assignment has The assignment The assignment is The assignment
Organization exceptional has attractive somewhat formatting and
formatting and the formatting and is organized. organization can
information is well somewhat Readability needs be confusing to 20
organized. It's easy organized. Data improvement, as observer.
to read. can be read and there is great Assignment
interpreted, but difficult in information is
with some interpreting not readable.
difficulty. information.
Above Meets Needs Below
Expectations Expectations improvement Expectations

Formulas The assignment The assignment The assignment The assignment


formula(s) are well formula(s) will formula(s) cannot be has no
developed and will correctly used to correctly formula(s)
20
correctly determine determine the determine the
the needed needed needed information.
information. information.
Above Meets Needs Below
Expectations Expectations improvement Expectations

Titles, 1. 1. Contains a 1. Contains a title 1. Title is present at 1. Does not


Labels, creative title and and graphic the top of the contain a
Graphics and graphic that clearly that somewhat graph. title.
Headings relates to the data relates to the
displayed.

4
2. Contains data displayed. 2. Does not 2. Does not
clearly labelled 2. Contains contain a graphic, contain any 20
rows and clearly labelled labels for some of graphics,
columns. rows and the rows or labels for
columns, but the
columns, and columns
row-column
assignment shows and rows.
organization was
not completely some signs of
thought out. disorganization.

Above Meets Needs Below


Expectations Expectations improvement Expectations

Content Assignment meets Assignment Assignment includes Assignment


all requirements includes and and make clear all fails to include
necessary to make clear all but 3 or 4 details to and make clear
address the but 1 or 2 minor address the more than 4 of 20
business problems. details to business problems. the business
address the problems.
business
problems.
Above Meets Needs Below
Expectations Expectations improvement Expectations

Creativity Assignment displays Assignment Assignment displays Assignment


and 4 or more displays 3 2 additional displays 1
Innovation additional features additional features that was additional
not covered in the 20
that wase not features that feature that
covered in the class. was not
was not covered
class. in the class. covered in the
class.

100
Total Marks

Common questions

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Learning to utilize Excel for different business department functions can provide students with practical benefits such as a stronger grasp of quantitative analysis, familiarity with data management tools, and experience in creating data-driven reports. They gain insights into how businesses process and interpret data to make informed decisions, equipping them with skills that are highly valuable in various corporate roles. This experience is crucial for enhancing employability and adaptability in a data-centric workplace .

Students might face challenges such as finding effective ways to incorporate additional Excel features that were not taught in class, ensuring that these features genuinely enhance their data analysis and presentation rather than adding unnecessary complexity, and creatively organizing data in a way that maintains clarity while demonstrating advanced understanding and application of spreadsheet techniques .

The open-ended nature of the assignment can positively impact student learning outcomes by encouraging independent research, fostering creativity, and prompting students to explore beyond prescribed content. It can motivate them to engage deeply with the subject matter, experiment with different solutions, and develop critical thinking skills. However, it may also pose challenges for students who struggle with self-directed learning or lack confidence in their ability to identify and implement advanced features, potentially leading to anxiety or performance disparities .

The assignment encourages the application of additional learning beyond the course material by allocating 20% of the marks for illustrating extra Excel features that were not covered in the course but learned through independent research via platforms like YouTube or Google. This approach incentivizes students to go beyond the basics and apply more advanced techniques in their solutions .

Using different formulas across spreadsheets in the assignment is significant as it enables the processing and summarization of data to address various departmental needs, such as summing sales figures, averaging employee performance metrics, or counting stock levels. This functionality transforms raw data into valuable insights, enhancing the company's ability to make informed decisions .

Microsoft Excel provides medium-sized companies with tools to become more efficient and effective by allowing them to collate and analyze data from multiple sources quickly. It is used to display financial information and other relevant data for finance, sales, and HR departments. The system is designed to unlock the potential of the company’s data using formulas, sorting, filtering, and visual presentations like pie charts and graphs for effective interpretation .

Deciding on relevant attributes for each department's records is crucial because it ensures that the data collected is useful and pertinent to the specific functions of each department (finance, sales, HR). Relevant attributes help tailor the spreadsheets to reflect necessary, actionable information, which can then be effectively processed and visualized to aid decision-making .

Formatting and conditional formatting are crucial for enhancing the readability and interpretation of data in Excel sheets because they help differentiate important data points and draw attention to key metrics. By using different colors, bold text, and italics, students can make columns more discernible and highlight critical values, thereby facilitating a quicker and more intuitive understanding of the data presented .

The assignment's rubric places significance on creativity and presentation quality by assessing aspects such as neatness and organization, the use of creative titles, labels, and graphics that relate clearly to the data, and the inclusion of additional Excel features not covered in class. Above expectations sections of the rubric require exceptional formatting, a well-developed formulae set, clearly labeled graphics, and display of multiple advanced features, emphasizing a comprehensive and aesthetically pleasing presentation .

The requirement for a dashboard sheet complements the individual department worksheets by providing a comprehensive summary of the data from the finance, sales, and HR sheets through various visualizations like graphs. This integration allows for at-a-glance insights and highlights key trends or issues, fostering an understanding of the overall business performance across departments .

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