Excel Project: Creation Process & Reflection

For my end of term project in using the program Microsoft Excel, I had to use my knowledge acquired on the functions of various formulas that can be used to create a spreadsheet that served a real life purpose. I decided to incorporate a topic of personal interest, books (since I love reading) into my final product.

The primary focus for my Excel spreadsheet was based on a bookstore, and I developed this focus into the finances in a bookstore so that it was applicable for the formulas used in Microsoft Excel. I decided that my spreadsheet would be a Monthly Sales report for a local bookstore based on some basic data that I typed in.

To start off with, my first step was to create a checklist for all the features, numbers and formulas I wanted to include in my spreadsheet as a kind of plan for when I created it using Excel, along with a few simple guidelines for the business to follow when handling things such as stock, etc. to serve as rules for the data to mimic:

 

Next, I created the actual thing on Excel using formulas that we learnt about in classs, including a few such as

·         =IF([condition], “ “, “ “): the If formula is used to format the cell to display specific text under conditions that you have set in reference to another part of the spreadsheet e.g. I used it in places like the Inventory table, where I formatted the cells to display “STOCK RUNNING LOW” if the numbers dropped below 300 pieces in tock, listening to one specification I had set in the beginning

·         =SUM([cell]:[cell]): the SUM formula is used to find the total added value of two or more cells in the spreadsheet, e.g. I used it in situations where I had to find the total cost of certain numbers such as expenditures and overall monthly income for the bookstore

·         Some formulas include operations as simple as multiplication, division and subtraction by using the *, /, and – signs respectively in between cell references in situations such as finding the stock at the end of the month by using subtraction to calculate the difference between the stock at the beginning and the amount of pieces sold when doing inventory for the bookstore

·         When using formulas such as the previous examples given, sometimes you want a whole column to use the data value in a fixed cell at one point during the equation, for example, I used it to calculate things such as shipping costs or tax revenue generated by using the percentage value written in one specific cell – this is called a relative cell reference, where you insert a ‘$’ symbol before and after the column of the cell that you’re referencing is in within the formula in order to fix the value in place when continuing said formula throughout multiple cells.

When creating my product, I also utilised a new, unfamiliar feature of Microsoft Excel that we had not learnt about in class after doing my own research to find out its function to highlight certain features of my spreadsheet; it is called Conditional Formatting. Conditional formatting is something that allows you to create and set rules and use formatting effects to emphasize specific data in selected cells of my Excel spreadsheet; a few formatting effects include gradients, highlights, colour fills, text colours, icons, and data bars to cells that show specific values, text, content, or even the Top/Bottom 10 values and percentages in the area that you have chosen in your spreadsheet:



I wanted to use it in order to turn the text in the Stock Status column of my Inventory table a bright red if it indicated that the stock was running low, as a sort of caution or warning for the users of the spreadsheet to re-stock.

1.      The first step was to select the Conditional Formatting tool in the ‘Home’ bar of your Excel window:



2.      Next, you click on “New Rule…” to add/set a rule for the selected cells of your spreadsheet to follow:



3.      Select the style of formatting effects that you want to apply (I chose the ‘Classic’ option):



4.      Select the nature of the cells you want to format, e.g. ‘cells that contain…’; I chose this option as it allows me more freedom over what type of cell I want to control:



5.      Select what you want the type of cell that is altered to contain, e.g. number values, percentages, specific text – I chose the latter,, and then in then typed in “STOCK RUNNING LOW” in the blank, setting the rule to alter only cells that displayed the chosen words:



6.      Choose what kind of effect you wish to apply to said cells; there is a small preview bar next to it that lets you view the effect you desire before it is applied to your document:



7.      Press ‘OK’, and your rule is set!



Overall, I am very happy with how I’ve applied my previously acquired and newly researched knowledge of functions in the program Microsoft Excel to create my own spreadsheet that showcases my skills in working with said software, and I am content with the way that my finished product shows an original real life application of it, especially since a lot of the things I explored and learnt were quite new to me.  This whole unit has been interesting as this aspect of Excel was unfamiliar to me, and I feel that I can easily use this in some of my other subjects too, now, such as Maths, Science and Food Technology for things like calculating and displaying results of investigations, experiments, and reviews on expenditures. I personally feel that the topic successfully incorporates the IB MYP Global Context of ‘Scientific and Technical Innovation’ very well to teach us transdisciplinary skills, and was on the whole a very interesting one. 

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