MIS 3003
Excel Project
Fall 2011
You are a new employee at the Leonard Company. Your job is analysis, in particular, assessment of
employee data and creation of relevant reports. Management has just given you a set of Excel
spreadsheets to be analyzed. The spreadsheets are as follows: Employee, Salary, Minority,
Performance, District, and State. Management would like a number of reports created, but before that
can be done, you must first have a deep understanding of the data that has been entered in the
spreadsheets.
Step 1: Data Validation – for each of the following on the “Employee” sheet, use a formula to
validate that the data has been entered correctly. For example, according to the “Salary” sheet, the
only Job Classifications allowed are A1-I9. Use a formula to mark incorrect entries as “Invalid” in red
font (using conditional formatting), and leave correct entries blank. Columns have already been setup
on the sheet for your entry. (2 pts. each)
Note: When using Vlookup, ISNA must be used as well. Also, no entries are allowed to be blank;
blanks should appear as “Invalid” until corrected in Step 2 below.
(1a) Male/Female (must be M or F)
(1b) Minority Code
(1c) State Code
(1d) Company District
(1e) Shares of Stock (must be between 0 and 75, inclusive)
(1f) Job Classification
(1g) Performance Rating
Step 2: Data Correction – for all invalid entries, correct the data. For example, if a job classification
is incorrect, change it to any value that will make it valid. In the real world, you would return the
incorrect data to the appropriate party for correction. Since we are dealing with a fictional company,
just make the data correct. (1 pt.)
Step 3: Additional Calculations Needed – management has requested that the “Employee” sheet
contain calculations to produce the following. Use conditional formatting (red font) for “Invalid”
entries. When using Vlookup, ISNA must be used as well. (3 pts. each)
Note: Be sure to format data appropriately, for example, $ dollar signs.
Note: Salary ranges have been provided based on the job classification; therefore, for each
employee, management needs to know if the new salary (step 3a) is still within that range.
Therefore, first determine the min and max salaries (steps 3b and 3c) for each employee given
his/her job classification. Then, use a formula to determine if each employee’s new salary is out of
its appropriate range (step 3d).
(3a) New Salary for each employee (this is a result of the old salary plus the employee raise based
on that employee’s performance rating)
(3b) Minimum Salary (see note above)
(3c) Maximum Salary (see note above)
(3d) Out of Salary Range (show “Above Range” in red font and “Below Range” in orange font
(using conditional formatting) for invalid salaries) (see note above)
(3e) Security Authorization Level 4. Produce a new security authorization code using “GO” as the
first and second characters, the fourth and fifth characters in their employee id as the third and
fourth characters, the second character in their employee id as the fifth character, and “TU” as
the sixth and seventh characters.
Step 4. Reports – use pivot tables and graphs (were requested) to answer the following: (3 pts. each)
Note: Be sure to format data appropriately, for example, $ dollar signs.
Note: Each report and graph is required to have a meaningful title, and graphs must have x and y
axes labeled appropriately. Do not use the sheet name as either the report or graph title. Failure to
use an appropriate title will result in a score of zero on the question.
(4a) The total amount of money spent on new salaries (a total of new salaries) by Gender, in table
and graphic form. Name the new sheet – 4a-New Salaries Gender Report.
(4b) The total shares of stock owned by job classification, in table and graphic form. Name the new
sheet – 4b-Stock Shares Job Report.
(4c) The number of employees in each district by gender. Create a pivot table only. Show district
name, not the code. Name the new sheet – 4c-District Gender Report.
(4d) The number of employees in each job classification by district. Create a pivot table only. Show
district name, not the code. Name the new sheet – 4d-Job District Report.
(4e) Create a report that will be useful to management (i.e., use your imagination). Create a pivot
table only. Name the new sheet – 4e-Management Report.
Step 5. Explanations – for each of the five reports in step 4, briefly explain below each (on the
worksheet itself) what the report tells management and how management might use the report in
decision making. You should cite numbers from your tables in your explanations. (1 pt. each)
Before turning in your project, make sure your worksheets are in the order indicated below and
your Excel file is named as indicated below. Failure to do so will result in a five-point reduction in
your overall project score.
Worksheet order: (1) Employee, (2) 4a-New Salaries Gender Report, (3) 4b-Stock Shares Job
Report, (4) 4c-District Gender Report, (5) 4d-Job District Report, (6) 4e-Management Report,
and (7) all other sheets.
Excel file name: yourlastname_firstname_classtime.xlsx (If working in teams, list all student
names in the file name.)