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In daily life, you solve all sorts of problems, such as which car purchase makes the most economic sense when
manage its funds, plan road trips, and keep memberships up to date. To solve these and other problems, you
need to collect data that tracks the current situation, determine your ultimate goal, and then follow a logical
progression to the best solution. Developing an Excel table can help you track the data you need to solve such
problems.
In this exercise, you need to select an activity in which you participate or an organization to which you belong,
and identify a one-time or process-oriented problem that needs to be solved. Then, create a worksheet and
develop an Excel table to track relevant data and create a solution to the problem, using the Excel skills and
features presented in Tutorials 5 through 8.
Note: Please be sure not to include any personal information of a sensitive nature in any worksheets you create
to submit to your instructor. Later, you can update the worksheets with such information for your own personal
use.
1. Identify a problem to solve. This can be a one-time problem, such as a car purchase, or a processoriented problem, such as tracking membership data for a club to which you belong. Determine feasible
alternatives to solve the problem, and then collect the data you need to evaluate these alternatives.
2. Plan the organization of your workbook and the Excel table you will develop based on how you will use
the data. Consider the outputs you want to create, and the fields needed to produce those outputs.
Decide what each record represents (such as data on a participant), and then identify the fields and field
names (such as last name, first name, birth date, and so on) within each record. What calculations will
you need to perform? How do you want to format the information?
3. Create a Documentation worksheet that includes your name, the date, and the purpose of your workbook.
Include a data definition table to document the fields in each record. Format the worksheet
appropriately.
4. Create an Excel table to track the data needed to solve the problem you identified. Enter an appropriate
table name and column headers. Add one or more calculated columns to the table to perform
calculations on the data that you will use to solve the problem.
5. Improve the appearance of the table by using appropriate formatting.
6. Apply validity checks to improve the accuracy of data entry.
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7. Add records to the table.
8. Apply conditional formatting to at least one column in the table to visually highlight some aspect of the
9. Add a comment to the column with the conditional formatting to explain what the conditional formatting
shows, and how it will help you to evaluate and solve the problem.
10. Insert a Total row in the table, and then make appropriate summary calculations that you can use to
evaluate and solve the problem.
11. Divide the table into two horizontal panes–one for the data, and one for the Total row.
12. Sort the data in a logical way.
14. Create a PivotTable and a PivotChart to analyze the data. Format, filter, and sort the PivotTable
appropriately.
15. In a Word document, explain the problem you solved, identify the alternatives you considered, document
the data you collected to evaluate the alternatives, and then describe the results of your analysis.
Include the PivotChart in the Word document.
16. In an appropriate worksheet, insert a hyperlink that links to the Word document you created.
17. Create at least one macro to automate a repetitive task you need to perform in the workbook, such as
printing or saving a worksheet as a PDF file.
18. Prepare your workbook for printing. Include headers and footers that indicate the filename of your
workbook, the workbook’s author, and the date on which the report is printed. If a printed worksheet
will extend across several pages, repeat appropriate print titles across all of the pages, and include page
numbers and the total number of pages on each printed page.
19. Save the workbook. Submit both your Excel Workbook and your Word document into a folder and zip the
completed folder. Attach the zipped folder to the Canvas dropbox.

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