Business Information Management I 1

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 Budgets, business and personal **  Payroll **  Inventory  Invoices **  Balance sheets  Profit-loss statements  Income tax preparation  Currency conversion  Basically any use that requires calculations or charts ** - Illustrated in this lesson 3 Copyright © Texas Education Agency, All rights reserved.

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 All mathematical operations: sum (+), difference (-), multiply (*), divide (/)  Average  Max - highest  Min - lowest  Count – number of 7 Copyright © Texas Education Agency, All rights reserved.

 Number styles, for example, accounting style  Borders  Cell formatting such as dates and percentages  Highlighting using conditional formatting  Charts and graphs  Font formatting including size, color, and alignment 8 Copyright © Texas Education Agency, All rights reserved.

 Column – usually compares >1 item vertically  Line – can compare >1 item or items over time  Pie – compares parts related to a whole, can ‘explode’ a slice for emphasis  Bar - usually compares >1 item horizontally  Area – similar to column but can show parts of a whole over time 9 Copyright © Texas Education Agency, All rights reserved.

 The charts on the next few slides are based upon the Projected Expenses from the Budget Illustration Slide Copyright © Texas Education Agency, All rights reserved.

11 Copyright © Texas Education Agency, All rights reserved.

12 Right-click in the chart area and you can change the chart type from column to line etc. Copyright © Texas Education Agency, All rights reserved.

13 Pie charts should include data labels of percentages. Copyright © Texas Education Agency, All rights reserved.

14 Copyright © Texas Education Agency, All rights reserved.

15 Area charts are most effective with >1 set of data, but this provides an example of what it looks like. Copyright © Texas Education Agency, All rights reserved.

 Shopping Cart Assignment #1 – Students are to go on a shopping spree with $2,000. They may conduct Internet research to purchase at least ten different items of their choice (not 10 in quantity, but 10 different items in any quantity of each item that they want). They are to create a spreadsheet listing a Description of each item, the Unit Price, the Quantity, the Amount (quantity x unit price), Sales Tax (amount x 8.25%) and Total Amount (amount + sales tax). At the bottom of the Total Amount column there should be a Grand Total using a Sum formula. The students’ totals should be within $10 of the $2,000 without going over. It is generally easier to input the column headings and formulas prior to the costs and items so students can see as they work how close they are getting to their $2,000 Grand Total. Students should include formulas for a Maximum and Minimum Unit Price. To enhance the spreadsheet, borders and shading (somewhere) should be included.  Class Survey Assignment #2 – Depending upon the class size, students should individually or in pairs, create a minimum ten-question survey to ask each student in the class. The topic should be 16 Copyright © Texas Education Agency, All rights reserved.

 appropriate or the teacher can assign topics. After students receive all responses, they will create a spreadsheet with the questions (shorten or abbreviate if necessary) and the number of responses. Then they will create a chart type of their choice including a chart title, axis titles if necessary (depends upon chart type), data labels, and enhancements such as shading, borders, or font formatting.  Student Budget Assignment #3 – Students, in pairs, are to create a spreadsheet that displays their income and expenses when they graduate from college or high school. They are to research web sites (or use their personal experiences) to determine an approximate monthly income from a job and appropriate monthly expenses such as rent, car payment, cell phone, food, entertainment, savings, and other expenses they will be responsible for. At least ten different expenses should be included. A column should include income, expenses, (below the income), and another column will have the dollar amounts. The spreadsheet should include appropriate formulas to show total income, total expenses, and the difference between the two, whether it be positive or negative. Then the students should prepare two different types of graphs displaying information from the spreadsheet. One document should be turned in which includes the spreadsheet and the graph. The web sites used should also be included on the document. Attractive and professional formatting should be included as well. 17 Copyright © Texas Education Agency, All rights reserved.