Chapter S1: Introduction to Spreadsheet Design S2: Simplicity All Sections

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Clarity Simplicity Spreadsheet Design includes Accuracy Verifiability Efficiency Basic Formatting Conditional Formatting Freeze Panes Page Setup Sorting Charts Layout Choices Documentation Data Validation Protection Formulas Functions Formulas Functions Macros implemented with

 Explain the distinction between spreadsheet design and implementation skills.  Explain the importance of spreadsheet design skills.  List the five spreadsheet design goals.  Define the simplicity goal.  Apply the spreadsheet design goal of simplicity.

 Open, Close, Save Workbook  Insert & Delete Worksheet  Move & Copy Worksheet  Rename Worksheet  Insert & Delete Rows  Column Width & Row Height  Entering Data  Change Fonts  Number Formats  Border  Theme  Printing

 Cell Shading  Wrap Text  Rename Worksheet  Comment  Freeze Panes  Conditional Format  Header & Footer  Page Break  Print Titles  Sort  Group  Data Validation  Worksheet Protection

 Over 50% of all spreadsheets created by professionals contain major errors

 Throw-away  Reusable

 Development ◦ Design ◦ Implementation  Use

 Simple  Clear  Verifiable  Accurate  Efficient

 Include only one idea per row and one idea per column.  Data that will be analyzed as a unit should be placed in columns rather than rows.

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 Design a spreadsheet that could be used to track the performance of each stock in your portfolio.  You want to record each stock’s NYSE ID, purchase price and quarterly closing price for one year. (That means four closing prices.)  At the completion of the year, you want to calculate the change in price for each stock.  You want to identify the highest priced stock in your portfolio as well as the stock that performed the best over the year.

 STEP 1: What are the data items you will need to include in your spreadsheet?  STEP 2: Should each stock be a row or a column?  STEP 3: Where do the calculated items fit in?

 What are the data items you will need to include in your spreadsheet?

 Should each stock be listed as a row or a column?

 Where do the calculated items fit in your previous layout?

 Design a workbook that could help you calculate your overall GPA for the current semester. ◦ Try to achieve the Simplicity goal.

 Each letter grade is assigned a weight ◦ A is weighted with a 4 ◦ B is weighted with a 3 ◦ C is weighted with a 2 ◦ D is weighted with a 1 ◦ F is weighted with a 0

 That weight is multiplied by the credit hours for the course ◦ A three credit course in which you earn an A is weighted 12 (3 credits x weight of 4) ◦ A three credit course in which you earn a D is weighted 3 (3 credits x weight of 1) ◦ A two credit course in which you earn an A is weighted 8 (2 credits x weight of 4)

 These weighted credits are divided by Total number of credits completed to determine GPA  BIS course is worth 3 credits earned A = 12 weighted credit hours  LIT course is worth 3 credits earned C = 6 weighted credit hours  Total weighted credit hours = 18 divided by Total number of credits completed = 6 yields a GPA of 3.0

 STEP 1: What are the data items you will need to include in your spreadsheet?  STEP 2: Should each class be a row or a column?  STEP 3: Where do the calculated items fit in?

 What are the data items you will need to include in your spreadsheet?

Should each class be listed as a row or a column?

 Where do the calculated items fit into your prevous layout?