LAVC Computer Science Creating a Worksheet and a Chart Project

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The project in this module follows proper design guidelines and uses Excel to create the worksheet and chart shown in Figure 1–1a and Figure 1–1b. The worksheet contains budget data for Frangold Realty. Mrs. Frangold has compiled a list of her projected expenses and sources of income and wants to use this information to create an easy-to-read worksheet. In addition, she would like a pie chart to show her estimated monthly expenses by category.

Figure 1–1(a)Real Estate Budget Worksheet

This figure has two images. (a) An Excel worksheet shows the Frangold Real Estate Budget. The monthly estimates are categorized into Income and Expenses in two tables. The column headers read income or expenses, months of a year, and total. The components of Income section are Commission and Interest. The components of expenses are Rent, Utilities, Advertising, Website, Printing, Office Supplies, Gas, and Miscellaneous. The sums of the income and expenses components for each month are displayed in row 6 and row 17. The annual Net sum of each component of income and expenses is displayed in column N. (b) A pie chart depicts the monthly expenses in Microsoft Excel worksheet using the Data in Figure 1-1(a). The Chart Tools Design tab is selected and displays options to change the layout and style of the chart. The chart title is “Monthly Expenses.” The chart legend shows that the chart measures the percentage of the total for each of the following expenses: Rent, Utilities, Advertising, Website, Printing, Office Supplies, Gas, and Miscellaneous.Enlarge Image

Figure 1–1(b)Pie Chart Showing Monthly Expenses by Category

A sketch shows the design plan for a worksheet and a chart for Real Estate Budget. A callout reads: “sketch of worksheet and chart.” The two sections of the worksheet are Income and Expenses. The column headers read Income or Expenses, January, December, and Total. The components of Income section are Commission and Interest. The components of expenses are Rent, Utilities, Advertising, Website, Printing, Office Supplies, Gas, and Miscellaneous. The sums of the income and expenses components for each month are written below each column, and the annual sum is written in the last column of the table. Below the total expenses row in the Expenses section of the worksheet, the Net is written. A pie chart titled Monthly Expenses is drawn below the worksheet. A label, “Legend of Expenses,” is at the right of the pie-chart.Enlarge Image

The first step in creating an effective worksheet is to make sure you understand what is required. The person or persons requesting the worksheet may supply their requirements in a requirements document, or you can create one. A requirements document includes a needs statement, a source of data, a summary of calculations, and any other special requirements for the worksheet, such as charting and web support. Figure 1–2 shows the requirements document for the new workbook to be created in this module.

Figure 1–2

Worksheet TitleFrangold Real Estate BudgetNeedA yearly projection of Frangold Realty’s budgetSource of dataData supplied by Madelyn Frangold includes monthly estimates for income and expensesCalculationsThe following calculations must be made:

For each month, a total for income and expenses

For each budget item, a total for the item

For the year, total all income and expenses

Net income = Total income ? Expenses

Consider This

Why Is It Important to Plan a Worksheet?

The key to developing a useful worksheet is careful planning. Careful planning can reduce your effort significantly and result in a worksheet that is accurate, easy to read, flexible, and useful. When analyzing a problem and designing a worksheet solution, what steps should you follow?

Define the problem, including need, source of data, calculations, charting, and web or special requirements.

Design the worksheet.

Enter the data and formulas.

Test the worksheet.

After carefully reviewing the requirements document (Figure 1–2) and making the necessary decisions, the next step is to design a solution or draw a sketch of the worksheet based on the requirements, including titles, column and row headings, the location of data values, and the pie chart, as shown in Figure 1–3. The dollar signs and commas that you see in the sketch of the worksheet indicate formatted numeric values.

Figure 1–3

The Start menu is opened on a desktop and lists the applications installed on the computer (your list may differ). The Start button is at the bottom left of the desktop. The Start button and Excel application in the Start menu are labeled with callouts. The scroll box is at the right of the start menu. Text on the right reads, To help you locate screen elements that are referenced in the step instructions, such as buttons and commands, this book uses red boxes to point to these screen elements.Enlarge Image

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