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EXCEL File Steps

The document outlines the creation of various spreadsheet tools including a student marksheet, personal budget planner, sales record table, attendance sheet, simple invoice generator, loan EMI calculator, employee database, sales chart dashboard, highlighting failing students, and using pivot tables for analysis. Each section provides clear objectives and step-by-step instructions for setting up tables, entering data, applying formulas, and visualizing results. The focus is on practical applications of spreadsheet functions for educational and business purposes.

Uploaded by

creative Mahavir
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© © All Rights Reserved
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Download as PDF, TXT or read online on Scribd
3 views

EXCEL File Steps

The document outlines the creation of various spreadsheet tools including a student marksheet, personal budget planner, sales record table, attendance sheet, simple invoice generator, loan EMI calculator, employee database, sales chart dashboard, highlighting failing students, and using pivot tables for analysis. Each section provides clear objectives and step-by-step instructions for setting up tables, entering data, applying formulas, and visualizing results. The focus is on practical applications of spreadsheet functions for educational and business purposes.

Uploaded by

creative Mahavir
Copyright
© © All Rights Reserved
Available Formats
Download as PDF, TXT or read online on Scribd
You are on page 1/ 13

1.

Creating a Student Marksheet

Objective:
To input student marks for five subjects and use formulas to calculate
total, average, percentage, and grade.

Steps to Create the Marksheet:-

Step 1: Set Up the Table Layout.


• Create columns: Roll No, Name, Web Based, DSA, Soft Skills, Web Designing, Maths, Total,
Average, Percentage, Grade.

Step 2: Use Formulas for Total, Average, and Percentage.


• To calculate Total: =SUM(C2:G2)
• To calculate Average: =AVERAGE(C2:G2)
• To calculate Percentage: =(H2 / 500) * 100

Step 3: Use Formula to Assign Grade Based on Percentage.


• Use this formula:
=IF(J2>=90,"A+",IF(J2>=80,"A",IF(J2>=70,"B+",IF(J2>=60,"B",IF(J2>=50,"C+",IF(J2>=40,"C","F"))))))
2. Personal Budget Planner

Objective:
To compare monthly income and expenses, calculate savings, and visualize
the budget using pie charts.

Steps to Create the Budget Planner :-

Step 1: Set Up the Spreadsheet Layout


• Create a table with the following columns:

o Category (e.g., Rent, Food, Transport, Entertainment, Savings, etc.)

o Income/Expense (mention whether it's an income or expense)

o Amount (₹)

Step 2: Enter Monthly Data


• Fill in all your income sources and their amounts.

• Add all your expense categories with estimated or actual amounts.

Step 3: Use Formulas to Calculate Totals


• Total Income:

o Use formula: =SUM(B2:B7, "Income", C2:C7)

• Total Expenses:

o Use formula: =SUM(B2:B7, "Expense", C2:C7)

Step 4: Visualize Using Pie Charts


• Select the data for Category and Amount (only Expenses).

• Go to Insert → Chart → Pie Chart.

• Customize chart title as "Monthly Expenses Breakdown".


3. Sales Record Table

Objective:
To maintain a daily sales record for a week and analyse it using basic
functions to calculate total, average, highest, and lowest sales.

Steps to Create the Sales Record Table:-

Step 1: Set Up the Table Layout


• Create columns with:

o Day (e.g., Monday to Sunday)

o Sales (₹)

Step 2: Enter Daily Sales Data


• Fill in the table with sales figures for each day of the week.

Step 3: Apply Functions to Analyse Data

• Total Sales:

o Formula: =SUM(B2:B8)

• Average Sales:

o Formula: =AVERAGE(B2:B8)

• Highest Sale:

o Formula: =MAX(B2:B8)

• Lowest Sale:

o Formula: =MIN(B2:B8)
4. Attendance Sheet

Objective:
To track daily attendance for a month and highlight absent students
using conditional formatting for easy visibility.

Steps to Create the Attendance Sheet:-

Step 1: Set Up the Table Layout.

Step 2: Use Formula for Total Present.

• Use: =COUNTIF(range, "P") to calculate how many days a student was present.

Step 3: Apply Conditional Formatting to Highlight Absentees.

• Select the attendance cells (not the names or totals).

• Go to: Format → Conditional formatting

• Apply the rule:

o Format cells if... Text is exactly → A

o Set fill colour to red or any bright colour for visibility.


5. Simple Invoice Generator

Steps to Create a Simple Invoice Generator:-

Step 1: Create the table headers


• In the first row, enter:
Serial No., Product Name, Quantity, Price per Unit, Total, Tax (18%), Grand Total

Step 2: Enter product data


• Fill in product names, quantities, and unit prices in the respective columns.

Step 3: Calculate Total (Quantity × Price)


• In the Total column, use the formula:
=Quantity * Price, e.g., =C2*D2

Step 4: Calculate Tax (18%)


• In the Tax column, use the formula:
=E2*18% to calculate GST on the total.

Step 5: Calculate Grand Total (Total + Tax)


• In the Grand Total column, use the formula:
=E2+F2

Step 6: Drag formulas down


• Select and drag each formula cell down to apply to other rows/products.
6. Loan EMI Calculator

Objective:
To calculate the monthly EMI (Equated Monthly Installment) for a loan using
the PMT function in a spreadsheet.

Steps to Create the EMI Calculator:-

Step 1: Set Up the Table Layout.


• Create input fields for:
– Principal Amount (P)
– Annual Interest Rate (R)
– Loan Tenure in Years (T)

Step 2: Convert Values for Calculation.


• Monthly Interest Rate = Annual Rate / 12 / 100
• Number of Months = Tenure in Years × 12

Step 3: Use the PMT Function to Calculate EMI.


• Use the formula:
=PMT(rate, nper, -pv)
– rate = monthly interest rate
– nper = number of months
– pv = principal amount
• Example:
=PMT(0.0083, 60, -500000)
(For ₹5,00,000 at 10% annual interest for 5 years)

Step 4: Format the EMI Output.


• Highlight the EMI cell with bold and currency format.
• Label it clearly as “Monthly EMI”.
7. Employee Database

Objective:
To create a database of employee details and use functions like FILTER, SORT, and
VLOOKUP to manage and retrieve information.

Steps to Create the Employee Database:-

Step 1: Set Up the Table Layout.


• Create the following columns:
– Employee ID
– Name
– Department
– Salary
– Joining Date

Step 2: Enter Sample Employee Data.


• Fill the table with sample data for each employee under the columns mentioned above.

Step 3: Use the SORT Function to Arrange Data.


• To sort employees by Salary in descending order:
=SORT(A2:E10, 4, FALSE)
(Assuming Salary is in column 4)

Step 4: Use the FILTER Function to View Specific Records.


• To filter employees from a specific department (e.g., "HR"):
=FILTER(A2:E10, C2:C10 = "HR")

Step 5: Use the VLOOKUP Function to Search Employee Details.


• To find the name and department of an employee using their ID:
=VLOOKUP("EMP101", A2:E10, 2, FALSE) → (For Name)
=VLOOKUP("EMP101", A2:E10, 3, FALSE) → (For Department)

Step 6: Format the Database for Readability.


• Apply borders, bold headers, and appropriate number/date formats.
• Freeze the top row for easier scrolling.
8. Sales Chart Dashboard

Objective:
To visualize monthly or quarterly sales data using different chart types like bar, column,
line, and pie charts for better business analysis.

Steps to Create the Sales Dashboard:-

Step 1: Prepare the Sales Data Table.


• Create columns:
– Month / Quarter
– Product
– Sales Amount (₹)

Step 2: Insert a Bar Chart.


• Select the data range (e.g., Month vs Sales Amount).
• Go to Insert → Chart → Bar Chart
• Choose clustered bar to compare sales of different products side by side.

Step 3: Insert a Column Chart.


• Use for comparing product-wise or month-wise sales.
• Select your data and go to Insert → Column Chart
• Use stacked column if showing multiple products per month.

Step 4: Insert a Line Chart.


• Best for tracking sales trend over time.
• Select Month and Sales Amount columns.
• Insert → Line Chart → Choose "Smooth Line" or "Markers" for better visual.

Step 5: Insert a Pie Chart.


• Use when showing percentage contribution of products in a specific month or quarter.
• Select data for one month and go to Insert → Pie Chart
• Choose 2D or 3D Pie for visual clarity.

Step 6: Format the Charts.


• Add titles, labels, and data values.
• Use different colors for better clarity.
• Place charts in one sheet to create a proper dashboard layout.
9. Highlight Failing Students

Objective:
To identify and highlight students who have scored less than 35 marks using
conditional formatting.

Steps to Highlight Failing Students:-

Step 1: Prepare the Marks Table.


• Create a table with the following columns:
– Roll No
– Name
– Subject 1
– Subject 2
– Subject 3
– Subject 4
– Subject 5

Step 2: Select the Range of Marks.


• Highlight only the marks cells, not names or roll numbers.
– For example: C2:G10

Step 3: Apply Conditional Formatting.


• Go to: Home → Conditional Formatting → New Rule
• Choose: Format cells that contain → Cell Value less than → 35

Step 4: Set Formatting Style.


• Choose a Red Fill Colour to highlight failing marks.
• Click OK to apply.

Step 5: Review the Sheet.


• All cells with marks less than 35 will now be clearly visible in red.
10. Using Pivot Table for Analysis

Objective:
To analyse product sales based on region and category using a Pivot Table for
better business insights.

Steps to Create Pivot Table for Sales Analysis:-

Step 1: Set Up the Sales Data Table.

Step 2: Insert a Pivot Table.


• Select the entire table (including headers).
• Go to: Insert → Pivot Table
• Choose whether to place the pivot table in a new worksheet or the same sheet.

Step 3: Arrange Pivot Table Fields.

• Rows: Drag Region or Category here.


• Columns: Drag Product (optional) or leave blank.
• Values: Drag Units Sold or Total Sales (₹) here — it will auto-summarize.
• Filters (Optional): Drag Category or Region to filter results interactively.

Step 4: Analyse the Results.


• See total units or sales per region, per category, or both.
• You can also switch to different summarizations (e.g., average, count, etc.)

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