Redhill Academy - Year 12 ICT Spreadsheet Skills Insurance Quote System This task will show you how to set up a menu interface for the Insurance Quote system. You will need the spreadsheet template file Insurance Quote Student, to get started. Step 1 Click on the Office Button and select Excel Options Step 2 Make sure the Developer Tab check box is checked Then make sure you are working on the Quotation Tab.
Task 1 Use the developer tab to design a user interface to input data as shown below: Task 2 Use the VLOOKUP function to find the data for: (there will be 16 formulas in total) Percentage No Claims, Make, Model, IG, Gender, Age, Risk, Extra Driver, No Claims, Type Example: Make = VLOOKUP(car group reference cell,groups,2) Gender =VLOOKUP(gender reference cell,multipliers!a15:c16,2) Extra Driver =IF(cell=TRUE,"Yes","No") adjacent cell =IF(E22=TRUE,1.3,1) Watch demonstration carefully!
Task 3 Calculate the Total cost without discount, No claims discount and Total cost using a suitable formula. The cost for a car insurance quote is primarily based on the Insurance Group number. e.g. Insurance group 3 = 187 Depending on whether the main driver is male or female, their age group, what type of insurance etc. is selected the basic insurance group price is scaled up using multipliers. Calculating the cost: Use VLookup formulas to find the cost and the multipliers and put them somewhere on the right hand side of the spreadsheet. =vlookup(cell reference, cell range, column number) Then multiply all these values together to get the Total cost. Adjust the total cost to include any discount (No Claims Discount) Note: No Claims Discount is the reward you get for not having any accidents and makes your car insurance cheaper. Task 4 Format the spreadsheet and design a company logo Formatting the spreadsheet includes using colour to emphasise cells, bold text, grid lines and borders.
Creating an Automatic File Quote Button In this section you will learn how to create a Macro. A Macro will record a sequence of events (mouse clicks) so that they can be repeated. Step 1 Set up a new worksheet and call it customers. Make sure the following headings are in the correct position on this worksheet. Format column O so that is Currency. Set the Font Size for the worksheet to 8pts Step 2 Enter some sample quote data including a name and address.
Step 3 Create a new worksheet and call it Data. This will act as a temporary store for holding quotation data. Set the font size for the Data worksheet to 8pts. Make sure it has the same headings as for the customer worksheet. Enter the following formulas. e.g. = Quotes!C7 =Quotes!C8 =Quotes!C9 etc. You should see Data from the quotes worksheet showing. When a new quote is made the data generated from the quote needs to be copied and pasted into the customers worksheet. You are now going to create a macro to do this. Step 4 Creating the FileQuote Macro Click on Developer and then Record Macro, Select Record New Macro and then enter the Macro name FileQuote. Enter a shortcut key using q
Start recording a New Macro and then carryout the following steps: Switch to the customers worksheet Select Row 2 and insert a new row Switch to the data worksheet Select Row 2 and click on edit copy Switch to the customers worksheet Select cell A2 and click on Edit Paste Special, Values Click on the Bold icon to turn off bold text Click on a free cell in the spreadsheet area Stop recording Add a Button on the right Hand side of the Quotes worksheet and label it Process Quotes Make the button run the FileQuote Macro by assigning the macro to the button Finally enter more sample data into your spreadsheet using people with different names, addresses, gender, Car makes and model etc. Enter more sample data into the quotes worksheet to test the system.
Year 12 ICT Spreadsheet Skills Analysing data Ideas 1) Make sure you have at least 10 customers details 2) Check that the Macro for processing insurance quotes is still working 3) Set up a new worksheet and name it Analysis 4) Use the CountIf and CountIfs functions to analyse the data and produce graphs/charts. The charts will need to go on a separate worksheet You will need to find out: a) how many male and female customers there are b) how many quotes for each insurance type there are c) How many males and females have FC or TP or TPFT d) How many people are in each age group You will need to produce at a pie chart, bar chart and line graph of the data (Hint: do a line graph of the Age Multiplier Values. e) Use the MAX, MIN, COUNTA, AVERAGE functions to calculate the maximum quotation cost in the system and the minimum cost, how many customers you have and the average cost. Examples: =COUNTIF(cell range, male ) =COUNTIFS(cell range, male, cell range, FC ) Make sure this worksheet is well presented with appropriate formatting including your company logo. Hint: Use absolute cell referencing in formulas using the $ sign
Example Analysis Output Macros Part 2 To make the spreadsheet system easy to use for the user create buttons that will do the following tasks 1. Go to the Group Worksheet to Edit Group information 2. Go to the Multipliers Worksheet to Edit Multiplier information 3. Print a Quote ( you will have to design a professional printable document and print selected text) 4. Clear the Screen 5. Exit the system (use activeworkbook.close in the macro) Example Drag a button and right hand click on it. Select Assign Macro Create a new macro e.g. Gotocustomers Enter this code in the visual basic window Sheets("Customers").Select
Instructions- Sorting Click on Data and then on Sort, make sure you add a level When you click OK the data will be sorted. Get a screen shot of this and explain what you did Task 1 - You need another example of completing another sort using two different fields. Use the customer details worksheet Below shows the sorted data:
Instructions Filtering Highlight the row with the column headings and click on Data and then Filter Click on a drop down arrow to filter: You need to do this on two separate fields. This filters out the Fords and insurance costs over 250 Task 2 You need to evidence your own filters. Two example required from different worksheets
Extra Tasks Required to Complete the Spreadsheet Skills You need to make sure you have the following evidence in your spreadsheet and a Powerpoint explaining how you did it. 1. Vertical Text (use Format cell and then the alignment tab to make text vertical) 2. Merged Cells (use Format Cell and then the alignment tab) 3. Text wrapping (use Format Cell and then the alignment tab) 4. Show how to Hide and Unhide columns (right hand click on a highlighted cell) 5. Insert text comments to cells to provide the user with instruction (right hand click insert comment) / Also insert using a formula todays date on the spreadsheet 6. Have evidence to show how to protect a worksheet so users can not change the formulas Click on Review and then Protect worksheet Make sure you have a copy of your spreadsheet saved with and without a password Show how to do this using a Powerpoint presentation and record what the password is! 7. Use Conditional formatting to make the output clearer for the user Highlight cells with a particular value, or use a colour scale for increasing IG values. Show what you have done and how you did it using screen shots on a Powerpoint presentation.
Mail Merge Using a word processor create a formal letter informing a customer of their insurance quotation. For example <<Address Line 1>> <<Address Line 2>> <<Post Code>> Dear <<Forename>> <<Surname>> We are pleased to confirm the insurance quote as follows: Car Make: <<make>> Car Model <<model>> Insurance Group: <<IG>> Gender: <<gender>> Insurance Type: <<type>> Extra Driver: <<extra driver>> No Claims Discount: <<no claims>> Insurance Amount: <<amount>> PS Insurance Services 1 Front Street Arnold Nottingham NG5 6FS Please can you check these details are correct. If I can be of any further assistance please contact me. P Stevens Note: You will notice that the Insurance Amount is displayed with more than 2 places after the decimal point. To fix this press highlight the merge field and press ALT+F9 Then enter additional text as shown below. Enter ALT+F9 to return to mail merge view.