1 PROJECT 6 SPREADSHEET BASICS Management Information Systems, 9 th edition, By Raymond McLeod, Jr. and George P. Schell © 2004, Prentice Hall, Inc.

2 Learning Objectives Learn to format cells of a spreadsheet. Understand how calculations are made using formulas. Learn to use multiple datasheets. Understand how to create conditional calculations using IF…THEN statements.

3 Introduction This project uses Excel 2002 (also known as Excel XP) to create a basic spreadsheet Although there is a single spreadsheet file for the example, two datasheets are contained in the file: –A sheet contains items in the invoice –A datasheet contains information about discounting item prices The system date (i.e., the computer’s date) is captured into the invoice using an Excel built-in function Spreadsheets are common in business applications.They can include calculations and conditional logic that would be difficult for managers to carry out. The calculations are computed quickly and without errors

4 EXAMPLE This example creates an invoice: Figure P6.1 displays the “Invoice” datasheet and Figure P6.2 displays the “Discount” datasheet The invoice contains four items: chair, table, lamp, and pillow, and each item has a unit price and depending upon the unit price there is a discount Spreadsheet cells in the Invoice datasheet are formatted to be visually appealing Spreadsheets are more than simple calculating programs; they can be used to provide relatively sophisticated information systems capabilities to firms As such, the appearance of the spreadsheet should be in a form that aids decision making

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7 DISCOUNT DATASHEET The purpose of this datasheet in our example is to establish two unit price amounts that establish discount percentages In our example, if the unit price amount is greater than or equal to $100 then there is a 15% discount. A price of greater than or equal to $50 causes a 10% discount You must enter your values into the cells as they are shown in Figure P6.2 because formulas to calculate cell values on the “Invoice” datasheet depend upon the values of specific cells in the “Discount” datasheet

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11 INVOICE DATASHEET The “Invoice” datasheet is more complex When Figure P6.5 appears choose to make the column width 13 Figure P6.6 shows the Formatting Cells to be Centered Figure P6.7 illustrates the “IF” statement for cell D4 Figure P6.8 displays the screen resulting from choosing the “Format” command followed by the “Cells” command and then clicking the “Font” tab

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15 SAVING THE EXAMPLE You should save your example as the file “ExampleP6” Excel will automatically add the.xls extension to the file name This way you can refer to the example as you work the assignment below

16 ASSIGNMENT 1. Create a spreadsheet for orders. Figures P6.9 and P6.10 display the format of the two datasheets. Format the cells the same way (i.e., centered, currency, etc.) as they are in the figures. 2. The extended price is the price times number of units ordered. 3. The subtotal is the sum of the extended prices. 4. The discount is obtained from the “Discount” datasheet. If the subtotal is greater than or equal to the amount in cell A4 of the “Discount” sheet then the discount amount is the value from cell B4 in the “Discount” datasheet times the subtotal. If the subtotal is greater than or equal to the amount in the “Discount” datasheet cell A3 then the discount is the percent from “Discount” datasheet cell B3 times the subtotal. 5. The total is the subtotal minus the discount amount. 6. The “Today” field should use Excel’s “NOW” function. 7. The amount due after 45 days is 105% of the total. The date is 45 days past “NOW.”

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19 END OF PROJECT 6