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Class Exercise

The document outlines exercises for using MS Excel and MS Word in business management and HR analytics, including tasks for creating dynamic decision-support workbooks and formal reports. It specifies data structures, advanced calculations, and formatting requirements for sales and employee records, as well as the structure for an annual organizational report. Each exercise emphasizes the use of advanced Excel functions and professional document production standards.

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0% found this document useful (0 votes)
5 views6 pages

Class Exercise

The document outlines exercises for using MS Excel and MS Word in business management and HR analytics, including tasks for creating dynamic decision-support workbooks and formal reports. It specifies data structures, advanced calculations, and formatting requirements for sales and employee records, as well as the structure for an annual organizational report. Each exercise emphasizes the use of advanced Excel functions and professional document production standards.

Uploaded by

wefcbuea
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

EXERCISE 1: MS Excel – Business Management

Scenario
You are the Business Operations Manager of a medium-scale manufacturing company with three
branches (Douala, Buea, Yaoundé). Management wants a dynamic decision-support workbook to
analyze performance, profitability, and future projections.
Tasks
1. Data Structure
o Sheet 1: Sales_Data
 Date
 Branch
 Product Category
 Units Sold
 Unit Price
 Cost per Unit
 Sales Representative
2. Advanced Calculations
o Calculate:
 Total Revenue
 Total Cost
 Gross Profit
 Profit Margin (%)
o Use structured references (Excel Tables).
3. Decision Dashboard
o Design a Management Dashboard containing:
 KPI Cards: Total Revenue, Total Profit, Average Profit Margin
 Column chart comparing branch performance
 Trend line for monthly revenue
o Apply Conditional Formatting to highlight:
 Profit margins below 15% (red)
 Profit margins above 30% (green)
EXERCISE 2: Advanced MS Excel – Human Resources Management
Scenario
You are the HR Analytics Officer of an organization with 120 employees. Management needs an HR
performance, payroll, and compliance analysis system.
Tasks
1. Employee Database
o Sheet: Employee_Records
 Employee ID
 Name
 Department
 Job Grade
 Basic Salary
 Allowances
 Overtime Hours
 Employment Date
 Performance Score
2. Advanced Formulas
o Calculate:
 Gross Salary
 Deductions (Tax based on salary bands)
 Net Salary
o Use:
 IF, IFS, VLOOKUP/XLOOKUP
3. HR Performance Analysis
o Automatically classify employees as:
 Outstanding
 Satisfactory
 Needs Improvement
o Based on Performance Score using nested formulas.
4. Payroll Summary
o Create a payroll summary per department using:
 SUMIFS
 COUNTIFS
o Highlight payroll cost overruns using Conditional Formatting.
EXERCISE 3: MS Word – Professional Document Production
Scenario
You are assigned to prepare a formal Annual Organizational Report for an international partner.
The document must meet professional publishing standards.
Tasks
1. Document Structure
o Cover Page (no header/footer)
o Table of Contents (automatic)
o List of Tables & Figures
o Executive Summary
o Main Report Sections
o Appendices
2. Advanced Formatting
o Use Styles consistently (Heading 1–3).
o Apply Section Breaks:
 Roman numerals for front matter
 Arabic numerals for main content
o Insert headers and footers with:
 Organization name
 Page numbers aligned differently per section.
3. Tables & Graphics
o Insert complex tables with merged cells.
o Apply professional table styles.
o Insert charts linked from Excel.
4. Finalization
o Generate the TOC automatically.
o Restrict editing except for form fields.
o Export a print-ready PDF.
Excel – Business Management (DATASET)
Sheet Name: Sales_Data

Date Branch Product Category Units Sold Unit Price Cost per Unit Sales Rep

05/01/2025 Douala Beverages 450 800 500 Nkongho

06/01/2025 Buea Snacks 320 600 350 Linda

07/01/2025 Yaoundé Beverages 510 800 500 Patrick

10/01/2025 Douala Confectionery 280 1000 650 Elvis

12/01/2025 Buea Snacks 390 600 350 Linda

15/02/2025 Yaoundé Confectionery 460 1000 650 Patrick

18/02/2025 Douala Beverages 520 800 500 Nkongho

22/02/2025 Buea Confectionery 310 1000 650 Elvis

Add calculated columns:


 Total Revenue/sales
 Total Cost
 Gross Profit
 Profit Margin (%)
Excel – Human Resources Management (DATASET)
Sheet Name: Employee_Records

Emp Name Departmen Job Basic Allowanc Overtim Employmen Performanc


ID t Grad Salary e e Hrs t Date e
e

HR00 Mbah Finance G5 250,00 40,000 10 15/03/2018 85


1 Alice 0

HR00 Tita IT G6 300,00 60,000 18 02/06/2016 92


2 John 0

HR00 Fonge Admin G4 180,00 25,000 5 10/09/2019 70


3 Mary 0

HR00 Ngala HR G5 240,00 35,000 8 01/02/2015 65


4 Peter 0

HR00 Ewan Finance G6 310,00 70,000 20 20/11/2014 95


5 e 0
Ruth

HR00 Tata IT G4 190,00 30,000 12 18/07/2020 78


6 Bruno 0

Tax Table (Separate Sheet)

Salary Range Tax Rate

≤ 200,000 5%

200,001–300,000 10%

> 300,000 15%

Calculate:

 Gross Salary
 Tax Deduction
 Net Salary
 Years of Service
 Performance Category
MS Word – Annual Report Content (STRUCTURE)
Document Title
2025 Annual Organizational Performance Report

Executive Summary (Sample Text)


This report presents an overview of organizational performance for the year 2025, highlighting key
achievements, financial performance, human resource development, and strategic priorities for the
coming year.

Main Sections
1. Organizational Overview
 Mission
 Vision
 Strategic Objectives
2. Program Implementation
Insert a table with merged cells:
Program Area Objective Key Activities Outcome
Youth Empowerment Skills development Trainings, Mentorship Improved employability
Gender Advocacy Awareness raising Campaigns, Dialogues Increased participation

3. Financial Performance
 Insert a linked Excel chart
 Caption: Figure 1: Revenue and Expenditure Analysis

4. Human Resources Summary


Insert a styled table showing staff distribution by department. (Organizational Chart)

Appendix A
 Policies
 Supporting documents
Appendix B
 Attendance sheets
 Financial statements

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