Mis 3003 Excel Project Fall 2013

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MIS 3003

Excel Project

Fall 2013
You are a new employee at the Jacobs 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: Employment, Salaries, 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 “Employment” sheet, use a formula to validate that the data has been entered correctly. For example, according to the “Salaries” 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 300, 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 “Employment” 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 (on the “Salaries” sheet) 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 “Too High” in orange font and “Too Low” in yellow font (using conditional formatting) for invalid salaries) (see note above)

(3e) Security Authorization Level 4. Produce a new security authorization code using the “TU” as the first and second characters, the fourth character in their employee id as the third character, the first and second characters in their employee id as the fourth and fifth characters, and the first letter of the employee’s last name as the sixth character.
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. Place the title in cell A1 of each pivot table sheet. 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 average amount of money spent on old salaries and new salaries by district and minority. Create a pivot table only. Show the minority name, not the code. Name the new sheet – 4a-Salaries D-M Report.

(4b) The total shares of stock owned by job classification. Create a pivot table and graph. Name the new sheet – 4b-Stock Shares Job Report.

(4c) The number of employees in each district by performance rating. Create a pivot table only. Show performance rating name, not the code. Name the new sheet – 4c-District Perf Report.

(4d) The number of employees and the average new salary for each gender. Create a pivot table only. Name the new sheet – 4d-Salary-Gender 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) Employment, (2) 4a-Salaries D-M Report, (3) 4b-Stock Shares Job Report, (4) 4c-District Perf Report, (5) 4d-Salary-Gender 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.)

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