Key Topics & Core Concepts

Assignment Overview & Deliverables

In this foundational project, you construct a donation tracking workbook for Animal Life Foundation from a blank spreadsheet, format monthly contributions, calculate summary statistics, and prepare the workbook for professional print distribution.

Step-by-Step Instructions

Step 1: Create Blank Workbook & Save File

  1. Open Microsoft Excel and select Blank Workbook.
  2. Save the workbook immediately as AnimalLife-01.xlsx in your local course folder.
  3. Double-click the Sheet1 tab at the bottom, rename it to April, and press Enter.

Step 2: Enter Titles and Category Headers

  1. In cell A1, type Animal Life Foundation. Change font size to 16 pt and apply bold.
  2. In cell A2, type April Donations Summary. Change font size to 12 pt and apply bold.
  3. In row 4, enter the column headers starting at A4:
    • A4: Donation Category
    • B4: Target Goal
    • C4: Actual Received
    • D4: Difference
    • E4: % of Goal
  4. Bold row 4 and center-align cells B4:E4.

Step 3: Enter Donation Ledger Records (April)

  1. In cells A5:A9, enter the five donation categories:
    • A5: Wildlife Rescue & Rehabilitation
    • A6: Shelter Support & Adoption
    • A7: Veterinary Care & Mobile Clinics
    • A8: Community Outreach & Education
    • A9: Endangered Species Conservation
  2. Enter the Target Goals in cells B5:B9: 15000, 22500, 18000, 9500, and 25000.
  3. Enter the Actual Received amounts in cells C5:C9: 16250, 21800, 19400, 8900, and 26300.

Step 4: Calculate Differences and Percentages

  1. Click cell D5 (Difference). Type =C5-B5 and copy down through cell D9.
  2. Click cell E5 (% of Goal). Type =C5/B5 and copy down through cell E9.
  3. Format cells E5:E9 as Percentage with 1 decimal place (0.0%).

Step 5: Add Total and Summary Statistics Rows

  1. In cell A10, type Total. In B10, use AutoSum: =SUM(B5:B9). Copy across to columns C10 and D10. In E10, calculate total percent: =C10/B10.
  2. In cells A11:A13, enter summary labels:
    • A11: Average Donation Category (Formula in B11:C11: =AVERAGE(B5:B9))
    • A12: Highest Category Raised (Formula in B12:C12: =MAX(B5:B9))
    • A13: Lowest Category Raised (Formula in B13:C13: =MIN(B5:B9))

Step 6: Accounting Number Formatting & Duplicate May Sheet

  1. Format row 5 (B5:D5) and row 10 (B10:D10) with Accounting format ($#,##0). Format B6:D9 and B11:C13 as Comma format (#,##0).
  2. Apply a top border and double bottom border (Accounting Underline) to the Total row (A10:E10).
  3. Right-click the April tab, select Move or Copy..., check Create a copy, and click OK. Rename the copied tab to May.
  4. On the May sheet, update cell A2 to read May Donations Summary. Clear the raw figures in C5:C9 and enter the new May actuals: 17100, 23400, 17800, 10200, and 24800. Verify that all formulas update dynamically.

Step 7: Page Setup, Print Scaling & Submission

  1. Select both sheets (hold Ctrl or Cmd and click both April and May tabs).
  2. On the Ribbon, go to Page Layout:
    • Under Sheet Options > Gridlines, check Print.
    • Under Scale to Fit, set Width to 1 page and Height to Automatic (or 1 page).
    • Click the Page Setup dialog launcher, go to Header/Footer, click Custom Footer, and insert the File Name code (&[File]) in the Center section.
  3. Right-click any sheet tab and select Ungroup Sheets.
  4. Save your completed workbook as AnimalLife-01.xlsx.
  5. Submit your finalized file to Canvas under the Homework 1: Animal Life Donations assignment portal.

Refer to Canvas for official submission cutoff and penalty policies.

Key Skills Evaluated

Skill Area Verification Target
Workbook Structure Build-from-scratch workbook with clean April and May worksheet tabs.
Mathematical Functions SUM, AVERAGE, MAX, and MIN formulas correctly referencing active category data.
Accounting Formatting Currency masks on first/total rows, comma formatting on inner rows, and double bottom underline.
Print Setup Gridlines visible on print, footer file code configured, and layout constrained to 1 page wide.