Project 1 Creating a Three Dimensional Workspace Jason C. H. Chen, Ph.D. Professor of Management Information Systems School of Business Administration Gonzaga University Spokane, WA 99258, USA

2 Excel Skills Add linking formulas to worksheet cells Create a list of data Create a template Create a workspace Delete worksheets Edit a template Insert workbooks based upon a template to a new workbook Rename worksheet tabs

3 Key Terms Data integrity A theoretical construct emphasizing the accuracy of data in a worksheet by minimizing redundant instances of data in multiple worksheets. You can use 3-D linking and consolidation formulas to minimize data redundancy, and thereby improve data integrity. Linking formula A formula containing a 3-D reference that displays data from a specific cell in a worksheet or workbook. 3-D references are updated automatically whenever the source data changes.

4 Key Terms Redundant data Data that appears in more than one location in a worksheet, workbook, or workspace. Conceptually, data redundancy is inversely related to data integrity - the more you minimize redundant data, the greater the integrity of your data. Template A workbook you create and then use as the basis for other similar workbooks. You can create templates for workbooks and worksheets.

5 Key Terms Workspace A special file in Excel that saves information about all open workbooks, such as their locations, window sizes, and screen positions. When you open a workspace file by using the Open command (File menu), Microsoft Excel opens each workbook saved in the workspace.

6 Objectives Apply seven steps for designing electronic workbooks to a specific workbook solution Create a list of products by copying data from a web page Create an Excel template Edit an Excel template by adding 3-D references to cells in another workbook

7 Objectives Insert worksheets based upon an Excel template into a new workbook Define a worksheet structure using text labels and apply basic formatting Enter linking formulas to display the list of products in the Sales Summary worksheet Save multiple workbooks as a workspace

8

9 (Top) Without Products.xls open; (Bottom) with Products.xls open

10 Seven Steps for Developing Excel Workbooks 1. Determine the purpose 7. Print and Distribute 2. Enter Text 3. Enter Numbers 4. Construct Formulas 5. Test the Worksheet 6. Create Charts

11 Seven Steps for Developing Excel Workbooks

12 Excel Techniques Use of Fill Handle (EX 27) Save as Template (EX 28) Linking Formula (EX 29) Borders drop-down list (EX 37)

13 Running Case Selections, Inc. is a national department store chain with retail stores throughout the United States and Canada. Upper management is considering launching a web-based e-commerce initiative to market products directly. The Finance Department wants to see how Excel might be used to track quarterly sales.

14 Finance Dept. Excel Application Prototype Microsoft Excel workbook summarizing the sales of inventory items from five departments for the five most productive stores in the following cities: Boston, Dallas, Denver, Indianapolis, and Seattle.

15 Project 1 Challenge Mr. Traylor wants you to design an Excel solution that minimizes redundant data. The products must be listed in a workbook that can be modified independently from the sales data. Sales data for each store must include the first through fourth quarter’s sales figures for each product by store, as well as the annual sales.

16 Project 1 Challenge Must have a separate worksheet that summarizes the total sales of each product by store, sorted by annual sales.

17 Solution Structure

18 Two files you should create Products.xls Selections Prototype.xls (not template file since it will be saved in..\templates\ (they do not contain any data)

19

Project 1 Creating a Three Dimensional Workspace