INDEX

Date Assignment No. Assignment Name Page No. Teacher’s Signature

22.09.23 A. Personal Budget Tracker 1-6

28.09.23 B. Sales 7-15

06.10.23 C. Student Grade Book 16-39

09.10.23 D. Inventory Spreadsheet for 40-45

a Hypothetical Business

23.11.23 E. Calculate Loan Repayment 46-48

26.11.23 F. Data analysis of an 49-58

Ecommerce Data

08.12.23 G. Data analysis of a Weather 59-70

Data

20.12.23 H. Ranking of Items in a Sales 71-81

Data

19.01.24 I. Dashboard In Excel 82-97

04.02.24 J. Analyse Trends with 98-104

Combo Chart

04.03.24 K. Analyse Data with Radar 105-115

Chart
 1

A. Personal Budget Tracker

i. Problem Statement:
Create a personal budget spreadsheet that tracks income, expenses, and savings over a
specified period. Use formulas and functions to calculate totals, percentages, and remaining
balances.

ii. Steps:
1. Set the time period:
The specific time period determined for the budget is annually or for a year.

2. Create a new Spreadsheet:

A Spreadsheet software like Microsoft Excel is used here to create a new spreadsheet.

3. Header Row:
In the first row (here, row 3), headers for each column are created. For example:
* A3: Month,
* B3: Income (rs),
* C3: Expense (rs),
* D3: Savings (rs),
* E3: Total (rs) [Total=(Expense+Savings)],
* F3: Percentage (%),
* G3: Remaining Balance (rs)

4. Enter Data:
Entered all the financial transactions in the rows below the headers. Each row
represents a specific month and its corresponding income, expenses, and savings.
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5. Formulas:

* In the column “Total(rs)”, total expense (Expense+Savings) is calculated. The formula

“E4=C4+D4” is used in the case of the 1st month (January). After setting up the formulas
in row 4, the fill handle (press the “ctrl” key and drag a small square at the bottom-right
corner of the selected cell using the mouse pointer) is used here to extend the formulas
for the entire column.
 3

* In the column “Percentage (%)”, how much percentage of income is the total expense
is calculated. The formula “F4=E4/B4*100” is used in the 4th row (in case of 1st month)
here. After setting up the formulas in row 4, the fill handle (press the “ctrl” key and drag
a small square at the bottom-right corner of the selected cell using the mouse pointer) is
used here to extend the formulas for the entire column.

* In the column “Remaining Balance (rs)”, the amount remaining after all the expenses
and savings of a month is calculated. The formula “G4=B4-E4” is used in the case of the
1st month here. After setting up the formulas in row 4, the fill handle (press the “ctrl”
key and drag a small square at the bottom-right corner of the selected cell using the
 4

mouse pointer) is used here to extend the formulas for the entire column.

6. Format and Styling:

Formatted the spreadsheet for better readability. Different background-colours for
headers are used.

7. Regular updates:
Formulas are used in specific cells, users can change the income, expense or savings
amount accordingly and will get the corresponding results.

Then, a line chart of this spreadsheet is created placing months on the

horizontal axis and values on the vertical axis. The header columns are plotted as
lines here of different colours.

9. Steps to create the line chart:

These following steps are followed to create the line chart :
i. Select the entire data and click on the “Insert” tab. In the “Insert” tab, in the
“charts” section, click on the “Recommended Charts” option. Select the recommended
“Line Chart” as shown in the picture below and click “OK”.
 5

ii. Click on the “Chart Title” text and write the title you want to give to this chart. You can
format the text too as you want.
 6

iii. Work Done in Computer:

iv. Work Link:

https://1drv.ms/x/s!AgSZIjDK09WygW4lzx02xWyJlMnP?e=kz2wZ7 (sheet 1)

OR

https://docs.google.com/spreadsheets/d/1KebFBokuU8CPNosKfco978p251csgMY-
/edit#gid=579696758 (sheet 1)
 7

B. Sales

i. Problem Statement:

A dataset containing sales data for a company be provided. Create a spreadsheet

that calculates monthly sales totals, identifies top-selling products, and visualizes
sales trends using line charts or bar graphs. Use conditional formatting to
highlight exceptional sales performances.

ii. Steps:

1. Gather the data:

Sales data for a hypothetical company for a specific month is gathered. It
includes data like product name, quantity sold, cost price, selling price, total sales
amount of each product this month, Trending product of this month and
maximum sales amount.

2. Create a new Spreadsheet:

A Spreadsheet software like Microsoft Excel is used here to create a new
spreadsheet.

3. Header Row:
In the first row (here, row 3), headers for each column are created. For
example:

* A3: Product Name,

* B3: Quantity,
* C3: Cost Price,
* D3: Selling Price,
* E3: Sales this Month,
* F3: Trending,
* G3: Maximum sales
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4. Formulas:

* In the column “Selling Price”, the selling price of a specific product is

calculated. The selling price of the product will be 20% extra of the “Cost
Price”. The formula “D4=C4+(C4*20/100)” is used in the case of the 1st
product (Keyboard). After setting up the formulas in row 4, the fill handle
(press the “ctrl” key and drag a small square at the bottom-right corner of the
selected cell using the mouse pointer) is used here to extend the formulas for
the entire column.
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* In the column “Sales this Month”, the total selling price of a product this
month is calculated. The formula “E4=B4*D4” (quantity * selling price) is
used in the 4th row (in case of 1st product) here. After setting up the
formulas in row 4, the fill handle (press the “ctrl'' key and drag a small square
at the bottom-right corner of the selected cell using the mouse pointer) is
used here to extend the formulas for the entire column.

* In the column “Maximum Sales”, the selling amount of the most selling
product of this month is shown. The formula “G4=MAX (E4:E9)” (largest
selling amount) is used. After setting up the formulas in row 4, the fill handle
(press the “ctrl” key and drag a small square at the bottom-right corner of the
selected cell using the mouse pointer) is used here to extend the formulas for
the entire column.

* In the column “Trending”, the most selling product of this month is shown.
The formula “F4=XLOOKUP (G4, E4:E9, A4:A9,” NOT FOUND “,0,1)” is used
here (The syntax of the formula is “=XLOOKUP (lookup_value, lookup_array,
return_array, [if_not_found], [match_mode], [search_mode])”.
“match_mode” =0 means look for the exact match and “search_mode” =1
means search from first to last) . After setting up the formulas in row 4, the
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fill handle (press the “ctrl” key and drag a small square at the bottom-right
corner of the selected cell using the mouse pointer) is used here to extend
the formulas for the entire column.

5. Format and Styling:

Formatted the spreadsheet for better readability. All the header columns are
given the bold font and all the rows under the columns: “Cost Price”, “Selling
Price”, “Sales this Month” and “Maximum Sales” are formatted as currency
(USD).
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6. Apply Conditional Formatting:

Conditional formatting is used here to indicate sales ranking. For instance, different
background-colours are applied here as colour-scale; red colour refers to the lowest
amount, yellow for the moderate amount and green colour is used to indicate the highest
amount. Icon sets are also used in the “Sales This Month” column.

The following steps are followed to apply conditional formatting:

i. Select the cells where conditional formatting will be applied,
ii. Click the “Conditional formatting” option of the “styles” section of the “Home”
tab,
iii. Select the “New Rule” option,
iv. Then after clicking the “New Rule” option, there will open a list for formatting
and we have to select the “Format all cells based on their values” option.

v. Under the list there is a tab with a form to format. In this form on the “Format-
Style” option, select “3-color-scale”, Select the “Number” option in the “Type” option for
“Maximum”,” Minimum” and “Midpoint” values.
vi. Then set the “Minimum” value to 15000, “Midpoint” to 30000 and the
“Maximum” value to 150000. Then click “OK”.
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vii. An icon set is also chosen here too for the formatting. Simply click on “Icon Sets” and
choose the “5-ratings bar” option.
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vii. And here’s finally how it looks after conditional formatting.

7. Regular updates:
Formulas are used in specific cells, users can change the quantity, cost price
or amount accordingly and will get the corresponding results.
Then, a bar graph is added on the spreadsheet keeping “Selling Price” on
the horizontal axis and “Product Name” on the vertical axis.

8. Steps to create the bar-graph:

i. Select all the cells from the “Sales This Month” column and in the
“Insert” tab in the “charts” section, click on “Recommended Charts”. Select
the “Clustered Bar” as shown in the picture below and click “OK”.
 14

ii. Right click on the left-side column and select the “Select Data” option.
Select all the cells from the “Product Name” column and click “OK”.

iii. Work Done in Computer:

iv. Work link :

https://1drv.ms/x/s!AgSZIjDK09WygW4lzx02xWyJlMnP?e=kz2wZ7 (sheet 2)

Or
https://docs.google.com/spreadsheets/d/1KebFBokuU8CPNosKfco978p251csgMY-
/edit#gid=579696758 (sheet 2)
 16

C. Student Grade Book :

i. Problem Statement:

Design a grade book spreadsheet that calculates students' final grades based on
assignments, exams, and participation. Incorporate weighted grading systems,
formulas for calculating averages, and conditional formatting to indicate
performance levels. Generate reports to track individual student progress.

ii. Steps:

1. Create a New Spreadsheet:

A Spreadsheet software like Microsoft Excel is used here to create a new spreadsheet.
2. Header Rows:
In the first row (here, row 3), headers for each column are created. For example:

* A3: Roll no.,

* B3: Name,
* C3: Assignment Marks,
* D3: Attendance Marks,
* E3: Exam Marks,
* F3: Total,
* G3: Percentage,
* H3: Average,
* I3: Grade

3. Enter Student Data:

Student details like, Roll no., Name, Assignment Marks, Attendance Marks, Exam Marks
are entered for each student.

4. Enter Scores:
Entered the scores for each student under the respective columns (assignments,
attendance, exams). Full marks are 100 for each column (assignments, attendance, exams).
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5. Formulas:
* In the column “Total”, total marks (Attendance Marks+Assignment Marks+Exam Marks) of
a student is calculated. The formula “F4=SUM (C4:E4)” is used in the case of 1st Student.
After setting up the formulas in row 4, the fill handle (press the “ctrl” key and drag a small
square at the bottom-right corner of the selected cell using the mouse pointer) is used here
to extend the formulas for the entire column.

* In the column “Percentage”, the total percentage of marks (in 300) of a student is
calculated. The formula “G4=(F4/300) *100” (total obtained marks/full marks*100) is used
 18

in the case of 1st student here. After setting up the formulas in row 4, the fill handle (press
the “ctrl” key and drag a small square at the bottom-right corner of the selected cell using
the mouse pointer) is used here to extend the formulas for the entire column.

* In the column “Average”, the average marks of a student is calculated. The formula
“H4=AVERAGE (C4:E4)” is used here. After setting up the formulas in row 4, the fill handle
(press the “ctrl” key and drag a small square at the bottom-right corner of the selected cell
using the mouse pointer) is used here to extend the formulas for the entire column.
 19

* In the column “Grade”, the grade of each student based on their percentage is shown. The
formula”I4=IF(G4>60,"A+",IF(G4>50,"A",IF(G4>40,"B+",IF(G4>35,"B",IF(G4>32,"C+",IF(G4>
30,"C",IF(G4<25,"D")))))))” ( The formula means : if a student’s percentage, greater than 60
then the grade will be “A+”; greater than 50 then the grade will be “A”; greater than 40 then
the grade will be “B+”; greater than 35 then the grade will be “B”; greater than 32 then the
grade will be “C+”; greater than 30 then the grade will be “C”; less than 25 then the grade
will be “D” ) is used for the 1st student (in 4th row). After setting up the formulas in row 4,
the fill handle (press the “ctrl” key and drag a small square at the bottom-right corner of the
selected cell using the mouse pointer) is used here to extend the formulas for the entire
column.
 20

6. Apply Conditional Formatting:

Conditional formatting is used here to indicate performance levels. For instance, rules are
set here to highlight A, B, C and D grades in different colours and background-colours based
on the final average. Icon sets are used in the “Attendance Marks”, “Percentage” and
“Average” columns. Data bars are used in “Assignment Marks”, “Attendance Marks”,
“Exam Marks” and “Total” columns.

“Percentage” and “Average” rows are formatted as 2 decimal places numbers.

* Steps followed here for Conditional Formatting:

i. First, all the cells of the “Assignment Marks” column will be selected , then click
on the “Conditional Formatting” option in the “Styles” section of the “Home” tab. Then
select the “New Rule” option. Then select “Format all cells based on their values” option
and select “Data Bar” option. Then select the “Minimum” and “Maximum” value type to
“Number” and values 0 and 100 respectively. And, then click “OK”.

ii. Then, add another formatting by clicking the “New Rule” option again. And under the
“Format all cells based on their values” option, choose “3-colour-scale” and then select the
“Minimum” “Midpoint” and “Maximum” value type to “Number” and values 0, 65 and 100
 21

respectively. Then click “OK”.

iii. Then the cells under the “Attendance Marks” column were formatted. Click on the
“Conditional Formatting” option in the “Styles” section of the “Home” tab. Then select the
“New Rule” option. And under the “Format all cells based on their values” option, choose
“2-color-scale” and then select the “Minimum” and “Maximum” value type to “Number”
and values 60 and 100 respectively. Then click “OK”.
 22

iv. Then, add another formatting to “Attendance Marks” by clicking the “New Rule” option
again. And under the “Format all cells based on their values” option, choose “Icon-sets”
and then select the “Cross-Warning-Tick” set and set value type to “Number” and values
100 and 60 (“tick mark when the value=100, warning mark when 100>value>=60, cross mark
when the value is less than 60”). Then click “OK”.
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v. Then the cells under the “Exam Marks” column were formatted. Click on the “Conditional
Formatting” option in the “Styles” section of the “Home” tab. Then select the “New Rule”
option. And under the “Format all cells based on their values” option, choose “Data-bar”
and then select the “Minimum” and “Maximum” value type to “Number” and values 0 and
100 respectively. Select the fill type as “gradient fill” and then click “OK”.
 24

vi. For the cells of the “Total” column, click on the “Conditional Formatting” option in the
“Styles” section of the “Home” tab and simply click on “data-bars” option and under
“Gradient-fill” option, the first option was selected.
 25

vii. For the columns “Percentage” and “Average”, click on the “Conditional Formatting”
option in the “Styles” section of the “Home” tab and simply click on “Icon-Sets” option and
select the icons as you wish.
 26

viii. For the “Grade” column, select the cells and click on the “Conditional Formatting”
option in the “Styles” section of the “Home” tab. Then select the “New Rule” option. And
under the “Format only cells that contain” option, then choose “Cell values” and “equal to”
from the options and write the cell value for which you want to format the cells, choose the
format and click “OK”.

The following formats are given to the cells of the “Grades” column.
27
 28

Then, a clustered bar graph is added in the spreadsheet, keeping Student Names on the
horizontal axis and Marks on the vertical axis. Then a pie chart of a student’s marks is
created.
 29

7. Steps followed here to create the clustered bar-graph and the pie chart:
i. First, to create the bar graph, select the whole data except the “Roll no.” column.
Then in the “Insert” tab, in the “Charts” section, click the “Recommended Charts” option.
Select the “Clustered Column” option and click “OK”.

ii. Click on the chart, a “+” plus button will appear on the left or right side. Click on the
plus button select the “Axis Titles” option and select “Primary Vertical” inside that option.
Click on the axis title to edit the text as you want.

iii. To add the pie chart of a single student, at first select the data of a student except “Roll
 30

no.”. In the “Insert” tab in the “Charts” section, click on the “Recommended Charts” option.
If there’s no “Pie chart” option in that option, then click on the “All charts” option under
that tab and select “2d pie chart”.

iv. Layout the pie chart by clicking the “Quick Layout” option after entering the chart and
select the 7th option here.
 31

v. To update the Axis Labels, Right click on the Axis labels and click edit. Then select all the
header columns except “Roll no.” and “Name”. Then click “OK”.

vi. To add a “Chart Title”, click on the pie chart. A “+” plus button will appear at the right or
left side. Click on the plus button, click on the “Chart Title” option. Now the “Chart Title”
can be edited or formatted accordingly.
 32

Now, this is how the “Sheet 1” looks like:

vii. Create another sheet “Sheet 2”: Click on the plus button next to the “Sheet 1” tab and a new
sheet named “Sheet 2”( by default) will be added.

viii. Create Individual student report card (Choose student name dynamically):
 33

Select any cell and create a “Student List” [B2=”Student List”] heading because now we will copy
the student names and paste them into “Sheet 2” below this heading.

After copying, select another cell and click on the “Data” tab then, click on the “Data Validation”
option.

Then, a window will open, in the “Settings” tab, choose “list” in the “Allow” option and as “Source”,
select the “Student List“ data copied here. Then, click “OK”.
 34

A drop down menu having the “Student List” data will appear on the cell.

On the cell above of the drop-down menu, write “Name” [F5=”Name”] and on the cell next to it
write “Assignment Marks”[G5=”Assignment Marks”] because we will show the assignment marks of
the chosen student below this heading cell.
Write this formula in the cell (below the heading “Assignment Marks”) :
G6=VLOOKUP($F$6,Sheet1!$B$4:$I$18,2,FALSE) and then, press “Enter”. The assignment marks of
the chosen student will be shown on the cell G6 (The syntax of the formula is “=VLOOKUP
(lookup_value, table_array, col_index_num, [range_lookup])”. “range_lookup” = FALSE means look
for the exact match and “range_lookup” =TRUE means look for the approximate match) .
[data from the “Name” column is selected here because there's no need for the “Roll no.” column
here.“col_index_num”=2 means the “Assignment Marks” column]
 35

Now, copy the formula to the cell H6 and “Merge and Center” the cell and change the text to
“Marks” [G5=”Marks”]. Under the “Marks” cell on the left side cells write,
G6: Assignment: ,
G7: Attendance: ,
G8 Exam Marks: ,
G9: Average: ,
G10: Total: ,
G11: Percentage: ,
G12: Grade
Now this is how the whole thing looks like:

Now copy the formula of the cell H6 and in col_index_num for “Attendance” edit it to 3
And similarly, for “Exam marks” the col_index_num = 4 for “Average” 5, for “Total” 6, for
“Percentage” 7,for “Grade” 8. Now this is how the whole thing looks like:

“Merge and Center” the cells D1:J4 and write : “Student Report Card (Dynamic)”. Give it a border or
a background colour and a suitable font style as preferable.
 36

Now, select the cells D5:D19, F7:F19, G13:H19, I5:J19 and give it white background colour.
Then select the cells D5:E19 and give them the left border, select D19:J19 and give them the bottom
border (double border) and select J5:J19 and give them the right border.
 37

And this is how it looks like now:

Then, the “Grade” value is given a conditional formatting like below (like is given to the “Grade” cell
text colours in the “Sheet 1”):
 38

Now this is how the sheet looks like now for two different students…..
 39

iii. Work Done in Computer:

Sheet 1:

Sheet 2:

iv. Work Link : https://1drv.ms/x/s!AgSZIjDK09WygiK1SMMaFndNcJeZ?e=uyS3qV

 40

D. Inventory Spreadsheet for a Hypothetical Business

i. Problem Statement:
Create a spreadsheet that tracks inventory for a hypothetical business.
Include columns for item names, quantities, prices, and total values. Use
formulas to automatically update inventory totals, generate alerts for low
stock, and create visualizations to represent inventory levels over time.

ii. Steps Followed to Create This Spreadsheet: [spreadsheet created in Google Sheets]

1. The first thing is we need to create a product master sheet. This sheet should
include all the product’s basic information as shown below.

2. Now, create one more sheet for Product Inflow. This sheet is to add all the
incoming items from the vendors as shown in the picture. The total value of each
product (for each unit received) will be calculated in the cells under the “Total
Value” column. For the first row, the formula “H2=G2*F2” is used here to calculate
the total value. After setting up the formulas in row 2, the fill handle (press the
“ctrl” key and drag a small square at the bottom-right corner of the selected cell
using the mouse pointer) is used here to extend the formulas for the entire column.
 41

3. Now, create a Product Outflow sheet. This sheet is to update when the actual
sale happens. The total value of each product (for each unit sold) will be calculated
in the cells under the “Total Value” column. For the first row, the formula
“H2=G2*F2” is used here to calculate the total value. After setting up the formulas
in row 2, the fill handle (press the “ctrl” key and drag a small square at the bottom-
right corner of the selected cell using the mouse pointer) is used here to extend the
formulas for the entire column.
 42

4. In the Product Master sheet, arrive at how many units are available as the stock
in the warehouse. The “Available Stock” of each product will be calculated using the
formula,
“H2=SUMIF(PRODUCT_INFLOW!$C$2:$C$11,PRODUCT_INFLOW!C2,PRODUCT_INF
LOW!$G$2:$G$11)-
SUMIF(PRODUCT_OUTFLOW!$C$2:$C$21,PRODUCT_OUTFLOW!C2,PRODUCT_OUT
FLOW!$G$2:$G$21)”. ($C$2:$C$11 is list of product ids in Product Inflow sheet,
$C$2:$C$21 is list of product ids in Product Outflow sheet, $G$2:$G$11 is the list of
units received in the Product Inflow sheet, $G$2:$G$21 is the list of units sold in the
Product Outflow sheet,C2 is the product id of current item in Product Inflow and
Product Outflow sheet) . After setting up the formulas in row 2, the fill handle
(press the “ctrl” key and drag a small square at the bottom-right corner of the
selected cell using the mouse pointer) is used here to extend the formulas for the
entire column.
 43

5. The technique we have used here is: first, we have arrived at how many units
were received from the vendors from the Product Inflow sheet. Then, we have
deducted the quantities sold data from the Product Outflow sheet. This sheet would
give me how many stocks are available for each product. Now, arrive at an available
stock value by multiplying the available stock by Unit Price, using the formula
“I2=H2*F2” in row 2. After setting up the formulas in row 2, the fill handle (press
the “ctrl” key and drag a small square at the bottom-right corner of the selected cell
using the mouse pointer) is used here to extend the formulas for the entire column.

6. Use conditional formatting. Use a formula to determine which cell to format by

using the formula, [=H2<G2]. After setting up the formulas in row 2, the fill handle
(press the “ctrl” key and drag a small square at the bottom-right corner of the
selected cell using the mouse pointer) is used here to extend the formulas for the
entire column.
 44

iii. Work Done In Computer :

Product Master Sheet:

Product Inflow Sheet:

 45

Product Outflow Sheet:

iv. Work Link : https://docs.google.com/spreadsheets/d/1EleoTiZVlJyQ-

c6xzEhEWztqDBtkF2rO/edit?usp=sharing&ouid=101615598650417601954&rtpof=true&sd=
true
 46

E. Calculate Loan Repayment :

i. Problem Statement :
Loan parameters, such as principal amount, interest rate, and loan term to be provided.
Create a spreadsheet that calculates monthly loan payments, remaining balances, and
interest paid over time using appropriate formulas. Create a chart to visualize the loan's
repayment schedule.

ii. Steps:
1. Create a Spreadsheet : A Spreadsheet software like Google Sheets is used here to
create this worksheet.

2. Rows and Columns:

i. Column A is used here as row titles and Column B is used here to enter values.
ii. The values entered in the cells are given below:
* A1: “Annual Rate”,
* A2: “Number of Periods”,
* A3: “Loan Amount”,
* A5 : “Monthly Repayment”,
* A6: “Total Repayment”

3. Enter Data : Entered all the required data in the cells beside the titles. The Annual
rate value is formatted as percentage and the Loan Amount is formatted as USD
currency here.

4. Formulas : i.) With the PMT function, payment amount can be returned, based on
loan information. In cell B5, the Excel PMT formula calculates the monthly
 47

Repayment, based on the annual rate, which is divided by 12 to get the monthly rate,
the number of Repayments (periods) and the loan amount (principal value): [B5 =-
PMT(B1/12,B2,B3) ] [The minus sign in front of PMT is necessary as the
formula returns a negative number. The first three arguments are the rate of
the loan, the length of the loan (number of periods), and the principal
borrowed.]

ii.) The total Loan Repayment is calculated here using the following formula
[B6 =B5*B2 ]

This formula multiplies:

a) Monthly Repayment in cell B5,

b) Number of Periods in cell B2

iii. Work Done In Computer :
 48

iv. Work Link:

https://docs.google.com/spreadsheets/d/1IU7MX_UqWwpKCn8STlavaL0CX2
VlAF0vvygJRxWXof8/edit?usp=sharing
 49

F. Data Analysis of an Ecommerce Data

i. Problem Statement:
Dataset to be provided which will allow various data analysis tasks using
spreadsheets. Calculation of summary statistics, sorting and filtering data, creating
pivot tables for deeper insights, and generation of charts or graphs to visualize
patterns or trends within the data.

ii. Steps Followed to Create This Spreadsheet:

1. Create a New Spreadsheet:

A Spreadsheet software like Google Sheets is used here to create a new
spreadsheet.

2. Header Rows:
In the first row, headers for each column are created. For example:

* A1: OrderDate,
* B1: Region,
* C1:Rep,
* D1: Category,
* E1: Product,
* F1: UnitPrice,
* G1: Quantity,
* H1: SalePrice,
* I1: Orders

3. Enter Data : Entered all the required data in the rows below the headers. Each
row represents each order detail here.

Total of 100 records are entered here.

50
51
 52

4. Formulas:

* In the column “SalePrice”, the SalePrice of each order (A product’s selling price
under a specific category , quantity and unit price) is calculated. The formula for the
first row here is, “H2=F2*G2”. Point the cursor over the right-down corner of the
cell and drag till the end (H101 cell) to fill-down formulas.

5. Sorting and Filtering Data :

Sorting :
The “Category” column was sorted here.
To sort the “Category” column these steps were followed:
i. First select all the cells under the “Category” column.
ii. Then after a right click, a menu will appear and we have to select the “View more
cell actions” option here.

iii. Then another menu will appear on the screen and select the “Sort Range” option
from here.

iv. A modal will appear on the screen and select, sort by : “A to Z” or “Z to A” option
here to sort the selected data. The “A to Z” option was selected here. And clicked
the “Sort” button finally.
 53

Filtering:
i. To add filtering to this sheet, select any cell (except any of the header rows) and
right click. A menu will appear on the screen and click on the “Filter by cell value”
option.

ii. Click on the filter icon on a specific header row. On the menu , all the values or a
 54

specific value can be selected to see data for that specific value rather than the
whole data and click “OK”.

6. Creating a pivot table: To create a pivot table of the spreadsheet, we have to

follow these steps,
 55

i. Select the whole data of that sheet and click on the “Insert” tab. On the drop-
down list of the “Insert” tab, click on “Pivot table”.

ii. And there will be a modal opened, named “Create Pivot table”. On that modal,
you can see your selected data range in the “Data range” field and two options
“New Sheet” and “Existing Sheet” on where to insert the pivot table. Here we have
chosen the “New Sheet” option. Then click the “Create” button.
 56

iii. Here we have the pivot table in another sheet.

 57

iv. The rows were added here by clicking the “Add” button (on the left side of
“Rows”) and choosing from the option menu which appears after clicking the “Add”
button in the “Pivot table editor” tab. The “Region” & “Rep” were added as
“Rows” here.

v. “Category” added as “Columns” and “SalePrice” as “Values” by doing the same

step we followed to add “Rows”.

vi. And here’s the final result of the pivot table.

 58

iii. Work Done In Computer :

The Filter Applied Spreadsheet:

The Pivot Table:

Assignment Link:
https://docs.google.com/spreadsheets/d/1JwjfS7Bh4A5ckXgA9Qk2L3EVgYMA562RZ
YlpgNkCP_8/edit#gid=0
 59

G. Data Analysis of a Weather Data

i. Problem Statement :

A dataset to be selected (e.g., stock prices, weather data, population growth, etc) and
create line charts or area charts to visualize trends over time. Students should choose
appropriate chart types, label axes, and add titles and legends to make the visualization
clear and informative.

ii. Steps:

1. Create a new Spreadsheet:

A Spreadsheet software like Google Sheets is used here to create a new spreadsheet.

2. Header Row:
In the first row (here, row 3), headers for each column are created. For example:

* A3: Month,
* B3: Full Date,
* C3: Avg. Temp,
* D3: Max. Temp,
* E3: Min. Temp,
* F3: Wind Direction,
* G3: Wind Speed

3. Enter Data:
Entered all the weather data of Los Angeles of 2016 below the appropriate columns.
60
 61

4. Creating Weather Report Charts : The weather report line charts of Los Angeles in
January 2016 and October 2016 are created here. At first the line chart of the October
2016 weather report of Los Angeles was created.

The steps of creating the line chart:

i. Select the required data: At first,select all the weather data of October 2016 from
the “Full Date” column to “Wind Speed” column.
 62

ii. Create Chart : After selecting the required data, click on the “insert” tab. A menu
with various insert options will open, click on the “Chart” option and then a line
chart will appear on the screen. Click on the three dots placed on the top part of the
chart, multiple options will be opened, click on “Edit The Chart” to edit the chart.
 63

iii. Edit Chart : After clicking on “Edit the Chart” option, an editor task pane will
open at the right side of the spreadsheet. The “Chart Editor” task pane has two
categories to edit , “Setup” and “Customise”.
a) Under the “Customise” category , click on “Chart and Axis Titles” and select
“Chart Title” there and Edit the “Title Text” and set the “Title Format” to “Bold”.

b) The Horizontal axis labels were also tilted here to make it visible properly by
selecting the “Horizontal Axis” in the “Customise” category and selecting “60
degree” in the “Slant Labels” field.
 64

c) Under the “Customise” category , click on the “Legends” option and select the
“Bottom” position to move the legend labels to bottom and also click on specific
labels to edit the label texts.
 65

And the Weather Report Chart of October, 2016 is completed now. The January 2016
line chart (By only selecting the data of January month from “Full Date” column to
“Wind Speed” column) was also created in a similar way.
d) Now, another “Weather Report, 2016| Los Angeles, California” was created. First,
select the whole data, click on the “insert” tab, and click on the “Chart” option from
the menu.

A column chart will appear on the screen.

 66

Click on the “Aggregate” option in the “Chart Editor” and remove the “Full Date”
series because we are analysing the yearly data here.

This chart is then given a title

 67

and the chart type is changed via selecting the “Line Chart” type on the “Setup” tab
of the “Chart Editor” [ The “Legend” is positioned to “Bottom” like shown before]

Now, copy this line chart and convert it into a stacked area chart via selecting the
“Stacked Area Chart” type on the “Setup” tab of the “Chart Editor”.

And finally this is how the charts look like.

 68

iii. Work Done in Computer :

i. Line Chart of Weather Report,January 2016, Los Angeles, California:

ii. Line Chart of Weather Report, October 2016, Los Angeles, California:
 69

ii. Line Chart of Weather Report 2016, Los Angeles, California:

ii. Stacked Area Chart of Weather Report 2016, Los Angeles, California:
 70

iv. Work link :

https://docs.google.com/spreadsheets/d/13Vx4TpGfjy2YLnvKNvzaSAfdUOt2x6W30-
fgNUkigAQ/edit#gid=0
 71

H. Ranking of Items in a Sales Data :

i. Problem Statement :
A dataset containing information about different products or variables (e.g., sales data,
customer satisfaction ratings) to be provided and following to be done; create bar charts or
column charts to compare the performance or rankings of the items. Use color, data labels,
and chart elements to enhance the visual comparison.

ii. Steps:
1. Create a Spreadsheet : A Spreadsheet software like Google Sheets is used here to
create this worksheet.

2. Header Row:
In the third row, headers for each column are created. For example:

* A3: Month,
* B3: OrderDate,
* C3: Category,
* D3: Product,
* E3: UnitPrice,
* F3: Quantity,
* G3: SalePrice,
* H3: Orders

3. Enter Data:
Entered all the required data in the rows below the headers. Each row represents
each order detail here.

Total of 56 records are entered here.

72
 73

4. Formulas:

* In the column “SalePrice”, the SalePrice of each order (A product’s selling price
under a specific category , quantity and unit price) is calculated. The formula for the
first row here is, “G4=E4*F4”. Point the cursor over the right-down corner of the cell
and press “ctrl” and drag till the end (G56 cell) to fill-down formulas.

5. Creating Sale Trends Charts : The “Sales Trend Analysis Column charts of January
2021” and “Yearly Product Wise and Category Wise Sales Trend Analysis Column
Charts of 2021” were created here. At first “The Column Chart of Yearly Product Wise
 74

Sales Trend Analysis 2021” was created.

The steps of creating the Product Wise Column Chart:

i. Select the required data: At first,select all the Sales data of 2021 from the
“Product” Column to the “Orders” column.

ii. Create Chart : After selecting the required data, click on the “insert” tab. A menu
with various insert options will open, click on the “Chart” option and then a Column
chart will appear on the screen. Click on the three dots placed on the top part of the
chart, multiple options will be opened, click on “Edit The Chart” to edit the chart.
 75

iii. Edit Chart : After clicking on “Edit the Chart” option, an editor task pane will
open at the right side of the spreadsheet. The “Chart Editor” task pane has two
categories to edit , “Setup” and “Customise”.

a) Under the “Setup” category ,click on the “Aggregate” checkbox to get the total
sale price , total quantity etc. of any product sold in the year 2021.
 76

b) Under the “Customise” category , click on the“Chart and Axis Titles” and select
“Chart Title” there and Edit the “Title Text” and set the “Title Format” to “Bold”.

c) Under the “Customise” category , click on the “Legends” option and select the
“Bottom” position to move the legend labels to bottom.
 77

d) To identify the series added by default to the chart at first, each series is selected
and showed the data labels in unaggregated form of the selected data to identify if
the series is “Quantity” or “Sale Price”.
Then clicked on specific labels on the legends to edit the label texts.
 78

In the above image, we can see that the data labels are matching with the values
under the “Quantity” column , so we recognised it as Quantity.

e) Now, aggregate the data again to visualise it properly.

Thus the “Yearly Product wise Sales Trends Analysis” Column chart was created of
year 2021 and in similar way we also created the column charts of Yearly Category
Wise Sales Trends Analysis (By only selecting data from the “Category” Column to
 79

“Orders” and removing the “Product” Column from the data) and the Product Wise
Sales Trends Analysis Column Chart of January 2021 (By selecting the data of
January month from “Product” Column to the “Orders” Column).

Remove the “Product” data series in Yearly Category wise Sales Trends Analysis
Column Chart by simply clicking on the “Remove” option (click on the three dots on
the left side of the series in “Chart Editor” task pane)
 80

iii. Work Done In Computer :

i. Product Wise Sales Trend Analysis Column Chart of January 2021:

ii. Yearly Product Wise Sales Trends Analysis Column Chart :

 81

iii. Yearly Category Wise Sales Trends Analysis Column Chart:

iv. Work Link :

https://docs.google.com/spreadsheets/d/1sQUXYgktp2HdcvKwcUWdd6d_oCEL32ccHV6eVS
-fwMs/edit?usp=sharing
Date :19/01/24

I. Dashboard in Excel:

i. Problem Statement :
Design an interactive dashboard using a spreadsheet. Combine various chart types, slicers, and
drop-down menus to allow users to explore and interact with the data dynamically. Create an
intuitive and user-friendly interface.

ii. Steps:
1. Create a new Spreadsheet:
A Spreadsheet software like Microsoft Excel is used here to create a new spreadsheet.

2. Header Row:
In the first row (here, row 1), headers for each column are created. For example:

* A1: Date,
* B1: Product,
* C1: Sales Person,
* D1: Units Sold,
* E1: Sales,
* F1: Region,
* G1:Profit

3. Enter Data:
Entered all the ecommerce order data in the rows below the headers. Each row represents a
specific sales data.
4. Format the data as Table :
First, select the entire data, click on the “insert” tab in the ribbon and click on “Table”.

Then a menubox popped up on the screen,click “Ok”

Now the Table looks like this.

5. Create a Pivot Table : To create a pivot table these steps are followed:
i. Select the entire table data and click on the “PivotTable” option in the “insert” tab. A
menubox will open, click “Ok”. [“Existing Worksheet” can also be selected as preference
and in this case the user have to write the location of the sheet they want the pivot table in]

ii. For the Pivot table, “Date” is selected in “Rows” and “Product” is selected in “Columns”
and in the “Values” field, “Sales”[Sum of Sales] is chosen.
And, this is how the Pivot Table looks like now.
Similarly, a “Monthly Units Sold Pivot Table” [“Date” selected as"Rows ","Product "
selected as “Columns” and “Units Sold” selected as “Values”(“Sum of Units Sold”) ] ,

a “Monthly Profit Pivot Table”[“Date” selected as"Rows " ,"Product " selected as
“Columns” and “Profit” selected as “Values”(“Sum of Profit”) ] ,

a “Monthly Sales and Profit” Pivot Table [“Date” selected as"Rows ","Product " selected as
“Columns” and “Profit” and “Sales” are selected as “Values”(“Sum of Profit” and “Sum of
Sales”), “Product” selected as “Filter”] ,
 a “Yearly Product Wise Sales Pivot Table” [“Product” selected as"Rows "and “Sales”
selected as “Values”(“Sum of Sales”) ] ,a“Yearly Product Wise Profit Pivot Table”
[“Product” selected as"Rows "and “Profit” selected as “Values”(“Sum of Profit”) ]

and a “Total Sales Per Region Pivot Table” ["Region " selected as “Columns” and “Sales”
selected as “Values”(“Sum of Sales”) ] are created.

6. Create the Monthly Sales Chart : Now on any cell on the Pivot Table is clicked and on
the “Pivot Table Analyse” Tab , click on the “Pivot Chart” option.

Now a menubox will be opened, select your preferred chart type and click “OK”. Here, the
“Clustered Column” option is selected.

And then, the chart theme is changed [dark theme on the “Design” tab in “Styles” category]
and a chart title is added[click on the plus button after clicking on the chart(The arrow
button in the “Chart Title” option will be clicked to change the position of the chart title)].

Similarly another charts :

“Monthly Product Quantity Sold”[Stacked Bar Chart] ,

“Monthly Profit”[Stacked Area Chart],

“Monthly Sales and Profit”[Combo Chart : “Sales” in column chart form and “Profit” in line
chart form] ,

“Yearly Product Wise Sales”[Pie Chart],

 “Yearly Product Wise Profit”[Pie Chart]

and a “Total Sales Per Region” [Filled Map Chart]

were created from their respective pivot tables.

7. Steps to create the dashboard: Copy the four charts like shown below : “Monthly
Sales”,“Monthly Product Quantity Sold” ,“Monthly Profit” and “Monthly Profit and Sales” to a new
worksheet and name it : “Dashboard”. [To copy any chart, select that chart, click ctrl+C and then, to
paste click ctrl+V]

Then select any chart [click on that chart to select](The “Monthly Sales and Profit Chart” is selected
here), click on the “Pivot Chart Analyse” tab and click on the “Insert Timeline” option.

A menubox will appear on the screen, check the “Date” checkbox and click “OK”.

Now a Timeline will appear on the screen, position it accordingly. If a user selects a specific month in
this timeline,data of that specific month will be shown on the selected chart.
A slicer can also be added by the same method, click on the “Insert Slicer” option in the “Pivot
Chart Analyse” tab.

A menubox will appear on the screen, check the “Product” option and a slicer will appear on the
screen, position it accordingly.
If a user selects a specific product in the slicer, data of that specific product will be shown on the
selected chart. Here the “Jan” month is selected and the “Product 1” is selected in the “Product”
slicer and the chart looks like this right now:

Similarly a “Region” slicer is also added to the chart.

And this is how the whole thing looks like now: (Added some “Timeline Styles” to the timeline and a
“Slicer Style” to the slicer [click on the timeline/slicer to select it, a tab “Timeline” or “Slicer” will
open and simply select any of the themes in “Timeline Styles” or “Slicer Styles” option menu.]
Now, the“Date” timeline and the slicers : “Product” and “Region” are connected to multiple charts:
“Monthly Units Sold” , “Monthly Quantity Sold” and “Monthly Sales” following these steps:
i. Right click on the timeline, a menubox will be opened, select the “Report Connections” option.

ii. Select the pivot tables: “Monthly Units Sold” , “Monthly Quantity Sold” and “Monthly Sales”
then,click “OK”. Follow the same process for slicers
And this is the result [“Product 2” is selected in “Product” slicer and “California” in “Region”]

A background image is inserted from the stock photos by at first selecting any cell and clicking on
the “Insert” tab and then clicking on the “Pictures” option.

Then the “Stock Images” option is chosen from the menu and a web search window opens.
“Industry” keyword is searched to find a “Sales” related image and then the image is selected and
clicked on “Insert (1)”.
The selected image will appear on the screen , resize the image accordingly and then right click on
the image and select option “Send to back” to set it as the background image of the dashboard
which is being created.

Insert some cells on the top part of the sheet to use it as the dashboard header. Format the header
cells via “Merge and Center”and give it a preferred background colour and text colour. Give it
borders.

Now copy the charts : “Yearly Product Wise Sales” , “Yearly Product Wise Profit” and “Total Sales
Per Region” and paste them in the “Dashboard”.

Then,select any chart, in the “Format” tab, in “Shape Styles” category, in “Presets” option select the
15th style and give the chart area “Shape effects”->”Shadow”-> “Inner” 5th option (centre shadow)
to give the chart areas a smooth transparent black background effect. And ,give the same formatting
to all the charts in “Dashboard”.
The “Color Schemes” of charts are changed here like below:

And finally, this is how the complete “Dashboard” looks like:

iii. Work Done In Computer :

iv. Work Link : https://1drv.ms/x/s!AgSZIjDK09Wygha6LGh96Xn-MPxu?e=iuQmkH
Date : 04/02/24

J. Analyse Trends With Combo Chart :

i. Problem Statement:
A dataset containing time-series data for multiple variables (e.g., monthly sales data
for different products) to be provided and the following task to be performed; to
create a combo chart with lines and columns to compare the trends of the variables
and identify any relationships or patterns.
ii. Steps:
1. Create a new Spreadsheet: A Spreadsheet software like Microsoft Excel is used
here to create a new spreadsheet.
2. Header Row: In the first row (here, row 1), headers for each column are created.
For example:
* A1: Date,
* B1: Product,
* C1: Sales Person,
* D1: Units Sold,
* E1: Sales,
* F1: Region,
* G1:Profit
3. Enter Data:
All the ecommerce order data is entered in the rows below the headers. Each row
represents a specific sales data.
4. Format the data as Table : At first, select the entire data, click on the “insert” tab
in the ribbon and click on “Table”.

Then a menu box will pop up on the screen,click “Ok”.

Now the data is formatted as a Table like this.

5. Create a Pivot Table : To create a pivot table these steps are followed:
i. Select the entire table data and click on the “PivotTable” option in the “insert”
tab. A menubox will open, click “Ok”. [“Existing Worksheet” can also be selected as
preference and in this case the user have to write the location of the sheet they
want the pivot table in]
ii. For the Pivot table, “Order Date” is selected in “Rows” and “Product” is selected
in columns and in the “Values” field, “Sales”[Sum of Sales] and “Profit”[Sum of
Profit] are chosen.
And, this is how the Pivot Table looks like now.

6. Create the Monthly Sales and Profit Chart : Now on any cell on the Pivot Table is
clicked and on the “Pivot Table Analyse” Tab , click on the “Pivot Chart” option.

Now a menubox will be opened, select your preferred chart type and click “OK”.

Here, the “Combo” option is selected [“Sum of Sales” selected as “Clustered

Column” form and “Sum of Profit” selected as “Line Chart” form] and then, clicked
“OK” .
And then, the chart theme is changed [dark theme on the “Design” tab in “Styles”
category] and a chart title is added[click on the plus button after clicking on the
chart(The arrow button in the “Chart Title” option will be clicked to change the
position of the chart title)].

And this is how the Combo Chart of “Clustered Column” and “Line Chart” looks like:
iii. Work Done In Computer :
The pivot table and the combo chart

iv. Work Link : https://1drv.ms/x/s!AgSZIjDK09WyghyE7er1LSt5cA3c?e=s00hDy

 105

K. Analyse Data With Radar Chart

i. Problem Statement:
To create a unique visualisation using advanced spreadsheet features and tools. For
example, an experiment with sparklines, radar charts, or treemaps to represent
specific types of data or explore innovative ways to visualise information

ii. Steps:

1. Create a new Spreadsheet:

A Spreadsheet software like Microsoft Excel is used here to create a new
spreadsheet.

2. Header Row:
In the first row (here, row 2), headers for each column are created. For
example:

* A2: Full Date,

* B2: Precipitation,
* C2: Avg. Temp,
* D2: Max. Temp,
* E2: Min. Temp,
* F2: Wind Direction,
* G2: Wind Speed

3. Enter Data: All the weather data of Birmingham of 2016 are entered below
the appropriate columns..
 106

Then, the cells under the “Full Date” column were formatted as “Date”(First,
select all the cells under the column “Full Date”, then right click, select
 107

“Format cells” option from the menu. Then, select the “Date” option and
click “OK”).
 108

a) Create a Pivot Table : Select the whole data entered in the sheet and click
on the “insert” tab and then, click on the “Pivot Table” option in the “Tables”
category in the “insert” tab.
 109

In the new sheet, the pivot table is created choosing “Full Date” in “Rows”
and “Min. Temp.”,”Max. Temp.”, “Precipitation”, “Wind Speed” in “Values”
[Average form].
 110

By default, the values field is in “Sum” form so, to change the values to
“Average” form first, right click on the field (“Max. Temp.” in this case) and
clicked on the “Value field settings” option in the menu.Then, select
“Average” on the window that appeared on the screen and click "OK ".
 111

Then select the other values“Min. Temp.”, “Precipitation” and “Wind

Speed” and convert their “Sum” form to “Average” form similarly.
Now, the pivot table looks like this:
 112

b) Create a Radar Chart From that pivot Table : Click on any cell on the pivot
table and click on the “Pivot Table Analyse” tab then, click on the “Pivot
Chart” option in that tab.

A window will open on the screen, choose the “Radar” option, choose the
suitable radar chart of your choice and click “OK”.
 113

And then, the chart theme is changed [dark theme (“Style 5”) on the
“Design” tab in “Styles” category] and a chart title is added[click on the plus
button after clicking on the chart(The arrow button in the “Chart Title”
option will be clicked to change the position of the chart title)].
 114

Now, the Radar Chart :“Average Data of Weather in Monthly Basis” looks
like this….

iii. Work Done In Computer:

 115

iv. Work Link :

https://1drv.ms/x/s!AgSZIjDK09WygiCau4uwUi4SvUa2?e=vp0i5R