Benchmark Excel 2010 Level 1, Chapter 5 Rubrics Note that the following are suggested rubrics. Instructors should feel free to customize the rubric to suit their grading standards and/or to adjust the point values. Suggested Scoring Distribution: Above average = student completes 80% or more of task(s); average = student completes 70 79% of task(s); below average = student completes 69% or less of task(s) Skills Check Assessment 1: Copy and Paste Data Between Worksheets in a Sales Workbook File: EL1-C5-A1-EPSales.xlsx 1 Organization, Open EPSales.xlsx, Save As EL1-C5-A1-EPSales.xlsx. 3 2-3,, Typing 2. Turn on display of the Clipboard task pane, click Clear All button, then complete the following: a c. Select and copy cells A7 through C7; select and copy A10 through C10; then select and copy A13 through C13. d f. Display second worksheet, make A7 active, then paste the Avalon Clinic cells; make A10 active, then paste Stealth Media cells; then make A13 active and paste the Danmark Contracting cells. g. Make the third worksheet active, then complete similar steps to paste the cells in same location as second worksheet. h. Clear contents of Clipboard task pane, then close. 3. Change names of Sheet1 tab to 2010 Sales, Sheet2 tab to 2011 Sales, and Sheet3 tab to 2012 Sales. 4, 7 4. Change colors of 2010 Sales tab to blue, 2011 Sales tab to 4 green, and 2012 Sales tab to yellow. 7. Apply the Accounting Number Format style with no decimal places to D4 (on all three worksheets). 5-6 Formulas 5. Display 2010 Sales worksheet, select all three tabs, then insert 4 a formula in D4 that sums amounts in cells B4 and C4. Copy formula down to cells D5 through D14. 6. Make D15 active, then insert a formula that sums amounts in cells D4 through D14. 8 Insert footer on all three worksheets that prints student name at left side and current date at right. 3 9-10 Organization, Resave, print all 3 worksheets, then close. 3 18 TOTAL POINTS 35 Paradigm Publishing, Inc.
Assessment 2: Copy, Paste, and Format Worksheets in an Income Statement Workbook File: EL1-C5-A2-CMJanIncome.xlsx 1 Organization, Open CMJanIncome.xlsx, Save As EL1-C5-A2-3 CMJanIncome.xlsx. 2 Copy cells A1 through B17 in Sheet1, paste into Sheet2. (Using Paste Options button, keep Source Column Widths.) 3 3, 5-6, Typing 3. Make changes to the Sheet2 worksheet: a. Adjust row heights so they match heights in Sheet1. b. Change the month from January to February. c e. Change amount in B4 to 97,655; the amount in B5 to 39,558; then the amount in B11 to 1,105. 5. Change name of Sheet1 tab to January and name of Sheet2 tab to February. 6. Change color of January tab to blue and color of February tab to red. 4 Formulas Select both sheet tabs, insert the following formulas: 5 A formula in B6 that subtracts Cost of Sales from Sales Revenue (=B4-B5); a formula in B16 that sums amounts in B8 through B15; then a formula in B17 that subtracts Total Expenses from the Gross Profit (=B6-B16). 7 Insert custom header on both worksheets that prints student name at left, date in the middle, and file name at right. 3 8 Organization, Resave, print, then close workbook. 3 8 TOTAL POINTS 25 Assessment 3: Freeze and Unfreeze Window Panes in a Test Scores Workbook File: EL1-C5-A3-CertTests.xlsx 1 Organization, Open CertTests.xlsx, Save As EL1-C5-A3-CertTests.xlsx. 3 2-4 Customization, 2. Make cell A1 active, split window by clicking View tab, then 6 7-8 clicking Split button in Window group. (Window splits into four panes.) 3. Drag horizontal and vertical gray lines up and to left until horizontal gray line is immediately below second row and vertical gray line is immediately to right of first column. 4. Freeze window panes. 7 8. After Step 6, unfreeze window panes, remove split. 5, Typing Add two rows immediately above row 18, then type text shown 8 (in Step 5, on page 191) in specified cells. 6 Formulas, Insert formula in cell N3 that averages percentages in cells B3 through M3; copy down to N4 through N22. 3 Page 2
Assessment 3: Freeze and Unfreeze Window Panes in a Test Scores Workbook File: EL1-C5-A3-CertTests.xlsx 9 Change orientation to Landscape, then scale worksheet to print on one page (using Width option in the Scale to Fit group in Page Layout tab). 2 10 Organization, Resave, print, then close workbook. 3 TOTAL POINTS 25 Assessment 4: Create, Copy, Paste, and Format Cells in an Equipment Usage Workbook File: EL1-C5-A4-HCMachRpt.xlsx 1-2 Typing, At a blank workbook, create worksheet shown in Fig. 5.10, 5, changing width of column A to 21. Save as EL1-C5-A4- HCMachRpt. Organization 3-4 Organization, 5-11, 12-13 Organization, 3. With EL1-C5-A4-HCMachRpt.xlsx open, open 5 HCEqpRpt.xlsx. 4. Select and copy following cells from HCEqpRpt.xlsx to EL1-C5-A4-HCMachRpt.xlsx: a b. Copy A4 through G4 in HCEqpRpt.xlsx, paste into EL1-C5-A4-HCMachRpt.xlsx beginning with cell A12; copy A10 through G10 in HCEqpRpt.xlsx, paste into EL1-C5-A4-HCMachRpt.xlsx beginning with cell A13. 5. With EL1-C5-A4-HCMachRpt.xlsx active, make cell A1 12 active, then apply following formatting: a. Change height of row 1 to 25.50. b. Change font size of text in cell A1 to 14 points. c. Insert Olive Green, Accent 3, Lighter 60% fill in A1. 6 10. Select cells A2 through G2, insert Olive Green, Accent 3, Darker 50% fill color; select B2 through G2, change text color to white and turn on italics. (Text in these cells is right-aligned.) Select A3 through G3, insert Olive Green, Accent 3, Lighter 80% fill color; select A7 through G7, insert Olive Green, Accent 3, Lighter 80% fill color; select A11 through G11, insert Olive Green, Accent 3, Lighter 80% fill color. 11. Print worksheet centered horizontally and vertically. Resave, then close workbook. Close HCEqpRpt.xlsx. 3 TOTAL POINTS 25 Page 3
Assessment 5: Copying and Linking Data in a Word Document File: EL1-C5-A5-DWLtr.docx and EL1-C5-A5-DWMortgages.xlsx 1-2 Organization, In Word, open DWLtr.docx, Save As EL1-C5-A5-DWLtr. In 6 Excel, open DWMortgages.xlsx, Save As EL1-C5-A5- DWMortgages. 3 Formulas, Functions, 4-8, In Excel, in column G, insert a formula using PMT function, then automatically adjust width of column G. 4. Select cells A2 through G10, then click the Copy button. 5 8. Click Word button on Taskbar, move insertion point between two paragraphs of text, click Paste button arrow, then click Paste Special at drop-down list; at Paste Special dialog box, click Paste link option, click Microsoft Excel Worksheet Object in As list box, then click OK. 9 Click Center button in Paragraph group in Home tab. 2 10,13, 16-17 Organization, 11-12, Typing 14-15 Organization, Visual Benchmark 10. Save, print, then close EL1-C5-A5-DWLtr.docx. 13. Save, print, then close EL1-C5-A5-DWMortgages.xlsx. 16. Save, print, then close EL1-C5-A5-DWLtr.docx. 17. Exit Word. In Excel button, make cell A3 active, then change the number from $300,000 to $400,000; copy the number in cell A3 down to cells A4 through A10. Click Word button on Taskbar, then open EL1-C5-A5- DWLtr.docx. At message about updating, click Yes. Create and Format a Sales Worksheet Using Formulas File: EL1-C5-VB-CMSemiSales.xlsx 4 5 10 4 4 TOTAL POINTS 35 1 Typing,, At a blank workbook, create worksheet shown in Fig. 5.11 as follows: 12 Formulas, Do not type data in cells D4 through D9; instead enter a formula that totals first-half and second-half yearly sales. Apply formatting shown in the figure, including changing font sizes, column widths, row heights, shading, and borders. Rename sheet tab, change tab color as shown in figure. 2 Copy A1 through D9, then paste the cells in Sheet2. 3 Page 4
Create and Format a Sales Worksheet Using Formulas File: EL1-C5-VB-CMSemiSales.xlsx 3, Edit the cells and apply formatting, matching worksheet shown 5 Typing, in Fig. 5.12. Rename sheet tab and change tab color as shown in the figure. 4-6 Organization, Case Study Part 1 File: EL1-C5-CS-GGExp.xlsx Save completed workbook as EL1-C5-VB-CMSemiSales. Print both worksheets, then close EL1-C5-VB- CMSemiSales.xlsx. 5 TOTAL POINTS 25 1 Typing,, At a blank workbook, create a worksheet as follows: Company name is Gateway Global and the title is January 15, Expenditures. Create columns and type info (see Part 1, page 194). Formulas Insert formula in Total column that sums amounts in supplies and equipment columns, then insert formula in total row that sums supplies amounts, equipment amounts, and total amounts. Apply formatting (fill color, borders, font color, shading) to enhance visual appeal of worksheet. 2, Typing 3 Typing,, After creating and formatting worksheet, do the following: Copy worksheet data to Sheet2 and then to Sheet3. Make following changes to data in Sheet2: Change January Expenditures to February Expenditures. Change Production department supplies to $38,550 and equipment amount to $88,500. Change Technical Support department equipment amount to $44,250 and Finance department supplies to $7,500. Make the following changes to data in Sheet3: Change January Expenditures to March Expenditure. Change Research and Development department supplies to $65,000 and equipment amount to $150,000. Change Technical Support department supplies amount to $21,750 and equipment amount to $43,525. Change Facilities department equipment amount to $18,450. Create a new worksheet that summarizes supplies and equipment totals for January, February, and March. Apply same formatting to worksheet as applied to other three. 10 7 Page 5
Part 1 File: EL1-C5-CS-GGExp.xlsx Change tab name for Sheet1 to Jan. Expenditures, for Sheet2 to Feb. Expenditures, for Sheet3 to Mar. Expenditures, and for Sheet4 to Qtr. Summary. Change color of each tab (user-determined). Insert header that prints student name at left side of each 4 Organization, Part 2 File: EL1-C5-CS-GGStats.xlsx worksheet and current date at right side. Save as EL1-C5-CS-GGExp, print, then close workbook. 3 TOTAL POINTS 35 1 Formulas, Typing, Open CGStats.xlsx, change both worksheets as follows: Insert formula that calculates a player s batting average 12, (Hits At Bats); then a formula that calculates player s onbase percentage: (Walks + Hits) (At Bats + Walks). Select E5 through F15, then specify three decimal places. Insert company name. Apply formatting to enhance visual appeal of worksheets; then horizontally and vertically center worksheets. Insert footer that prints on both worksheets, with student name at left of worksheet and date at right. 2 Research, Enhancement 3 Organization, After using Help feature and/or experimenting, apply Good cell 5 style to any cell in Batting Average column with average over.400; apply same style to cells in both worksheets. Resave, print, then close workbook. 3 TOTAL POINTS 20 Page 6
Part 3 File: EL1-C5-CS-GGConv.xlsx 1 Research, Typing, After using the Internet for research, create a conversion worksheet in a blank workbook as follows: 15 Include length conversions: 1 inch to centimeters; 1 foot to centimeters; 1 yard to meters; 1 mile to kilometers. Include weight conversions: 1 ounce to grams; 1 pound to kilograms; 1 ton to metric tons. Include volume conversions: 1 fluid ounce to milliliters; 1 pint to liters; 1 quart to liters; 1 gallon to liters. 2 Research, Formulas, 3 Typing, 4 Organization, Part 4 Locate a site on the Internet that provides formula for converting Fahrenheit temperatures to Celsius, then create another worksheet in workbook with the following: Insert Fahrenheit temperatures beginning with zero, continuing to 100, and incrementing by 5 (for example, 0, 5, 10, 15); then insert formula converting Fahrenheit temperatures to Celsius. Include company name Gateway Global in both worksheets. Apply additional formatting to improve the visual appeal of worksheets. Rename both sheet names, then apply a color to each tab (name and color are user-chosen). Save as EL1-C5-CS-GGConv. Print both worksheets centered horizontally and vertically, then close the workbook. File: EL1-C5-CS-GGLtrhd.docx and EL1-C5-CS-GGConvLtr.docx 8 8 4 TOTAL POINTS 35 1 Typing, At a blank document in Word, create letterhead containing the 10, following: The company name Gateway Global, the address including Organization street address, city, state, and ZIP code, or street address, city, province, and postal code (user-determined); and the telephone number (user-determined). Apply formatting to improve visual appeal of the letterhead. Save as EL1-C5-CS-GGLtrhd; then save again as EL1-C5- CS-GGConvLtr. 2 Organization,, In Excel, open EL1-C5-CS-GGConv.xlsx. In first worksheet, copy the cells containing data, then paste into EL1-C5-CS-GGConvLtr.docx as a picture object. Center the picture object between left and right margins. 5 Page 7
Part 4 File: EL1-C5-CS-GGLtrhd.docx and EL1-C5-CS-GGConvLtr.docx 3 Organization, Save, print, then close EL1-C5-CS-ConvLtr.docx. Exit Word, 5 then in Excel, close EL1-C5-CS-GGConv.xlsx. TOTAL POINTS 20 Page 8