-
Demonstrate ten-key (number pad) data entry speed
Assessment Strategies
Skill Demonstration
Criteria
Meet benchmark speeds for one and three minute intervals
Meet 100 key strokes per minute in one minute with two errors or less
-
Complete Excel spreadsheet startup and review activities
Assessment Strategies
Worksheet Presentation and Results
Criteria
Organize information and format consistently
Complete manual formulas which calculate accurate results
Use relative and absolute cell addresses
Totals are accurate
Horizontal and vertical analysis formulas are correct
Apply conditional formatting rules
Create a column chart from the data on the worksheet
Display formulas on a separate worksheet
Run your personal macro on each worksheet
-
Create formulas to analyze financial statement results and look up new information
Assessment Strategies
Income Statement and Balance Sheet Worksheets
Criteria
Cross-reference information from data sheet into financial statements
Create accurate horizontal and vertical analysis formulas
Create correct ratio formulas at the bottom of each statement worksheet
Link information to another workbook
Use the VLOOKUP function properly to calculate new tax expense amounts
Link new information back to the original workbook for updated results
Display formulas on a separate worksheet
Run your personal macro on each worksheet
-
Expand worksheets to include new data and analysis
Assessment Strategies
Comparative Income Statement and Health Insurance Budget Worksheets
Criteria
Insert columns to accommodate new data
Copy links into new columns
Create headings and adjust formulas for changing analysis
Use the ROUND function for exact results
Use VLOOKUP formulas to look up information and display additional results
Create manual formulas to display costs and totals
Use SORT and SUBTOTAL functions to reorganize and display results
Create a line chart from table information
Use a circle (DRAWING TOOL) to highlight information
Display formulas on a separate worksheet
Run your personal macro on each worksheet
-
Use multiple worksheets to organize and summarize information
Assessment Strategies
Accounts Receivable Subsidiary Ledger and Depreciation Schedule Workbook
Criteria
Customize worksheet templates with reusable formulas and copy to new worksheets
Create HYPERLINKS to move between worksheets and workbooks
Create a summary worksheet to combine information from detail worksheets
Create a pie chart from balances on summary worksheet
Complete other applications including a bank reconciliation, aging schedule of accounts receivable and notes receivable cash proceeds calculations
Display formulas on a separate worksheet
Run your personal macro on each worksheet
-
Record macros in library and separate worksheets
Assessment Strategies
Macro Library, Main Street Office Database and Depreciation Schedule Workbooks
Criteria
Document and record new MACROS in your macro library
Test macros and adjust in visual basic editor
Assign macros to control buttons
Record and run macros to sort, subtotal, and return to original
Record macros to insert depreciation worksheets and assign to buttons
-
Create and use Date/Time, Financial and Logical functions in formulas to solve business problems
Assessment Strategies
Depreciation Schedules, Commission Calculations, Rental Unit Budget
Criteria
Use STRAIGHT-LINE and DOUBLE-DECLINING functions in depreciation templates
Use YEARFRAC function for partial year calculations
Create IF statements to test options and perform calculations
Copy Excel results into WORD communication document with link
Develop IF statements for multiple applications
Run your personal macro on each worksheet
-
Use Databases, Tables, Pivot Tables, and Dashboards to maintain data and summarize results
Assessment Strategies
Database files
Criteria
Use DATA FILTER to query out information from database
Use STATISTICAL and DATABASE Functions to extract information from the database
Insert Tables for adding new records and creating new formulas
Develop PIVOT TABLES to summarize information from the database or table
Create a DASHBOARD to display graphic results from pivot tables
-
Use What-If analysis tools to present multiple options
Assessment Strategies
Contract Analysis, Net Profit Comparison, Production Model Costing
Criteria
Use GOAL SEEK to change variables in key formulas
Create a DATA TABLE to show multiple results reflecting changes in variables
Create SCENARIOS to store results for multiple changes in variables
Run your personal macro on each worksheet
-
Prepare Portfolio Workbook and School District Budget in Final Project Applications
Assessment Strategies
Portfolio Workbook and School District Budget Project
Criteria
Locate previous files, make changes, and relocate into Portfolio Workbook
Develop a School District Budget in a multiple-worksheet workbook
Budget meets specifications as identified by instructor