Key Topics & Core Concepts
- Workbook Architecture: Building a structured financial ledger from scratch across multiple tab periods (
AprilandMay). - Label Formatting & Alignment: Centering headers across selections, applying cell indentations, and setting row height/column width geometry.
- Core Mathematical Aggregations: Entering uppercase functions including
SUM,AVERAGE,MAX, andMIN. - Accounting Number Displays: Formatting top-row and bottom-row figures with Accounting currency masks and single/double accounting underlines.
- Page Setup & Print Scaling: Enabling visible gridlines for printing, configuring custom center-footers with file codes, and forcing print scaling to 1 page wide.
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.
- Starter File: None (Start with a new blank Excel workbook)
- Completed File Name:
AnimalLife-01.xlsx - Required Worksheets:
AprilandMay
Step-by-Step Instructions
Step 1: Create Blank Workbook & Save File
- Open Microsoft Excel and select Blank Workbook.
- Save the workbook immediately as
AnimalLife-01.xlsxin your local course folder. - Double-click the
Sheet1tab at the bottom, rename it toApril, and press Enter.
Step 2: Enter Titles and Category Headers
- In cell
A1, type Animal Life Foundation. Change font size to 16 pt and apply bold. - In cell
A2, type April Donations Summary. Change font size to 12 pt and apply bold. - In row 4, enter the column headers starting at
A4:A4:Donation CategoryB4:Target GoalC4:Actual ReceivedD4:DifferenceE4:% of Goal
- Bold row 4 and center-align cells
B4:E4.
Step 3: Enter Donation Ledger Records (April)
- In cells
A5:A9, enter the five donation categories:A5:Wildlife Rescue & RehabilitationA6:Shelter Support & AdoptionA7:Veterinary Care & Mobile ClinicsA8:Community Outreach & EducationA9:Endangered Species Conservation
- Enter the Target Goals in cells
B5:B9:15000,22500,18000,9500, and25000. - Enter the Actual Received amounts in cells
C5:C9:16250,21800,19400,8900, and26300.
Step 4: Calculate Differences and Percentages
- Click cell
D5(Difference). Type=C5-B5and copy down through cellD9. - Click cell
E5(% of Goal). Type=C5/B5and copy down through cellE9. - Format cells
E5:E9as Percentage with 1 decimal place (0.0%).
Step 5: Add Total and Summary Statistics Rows
- In cell
A10, type Total. InB10, use AutoSum:=SUM(B5:B9). Copy across to columnsC10andD10. InE10, calculate total percent:=C10/B10. - In cells
A11:A13, enter summary labels:A11:Average Donation Category(Formula inB11:C11:=AVERAGE(B5:B9))A12:Highest Category Raised(Formula inB12:C12:=MAX(B5:B9))A13:Lowest Category Raised(Formula inB13:C13:=MIN(B5:B9))
Step 6: Accounting Number Formatting & Duplicate May Sheet
- Format row 5 (
B5:D5) and row 10 (B10:D10) with Accounting format ($#,##0). FormatB6:D9andB11:C13as Comma format (#,##0). - Apply a top border and double bottom border (Accounting Underline) to the Total row (
A10:E10). - Right-click the
Apriltab, select Move or Copy..., check Create a copy, and click OK. Rename the copied tab toMay. - On the
Maysheet, update cellA2to readMay Donations Summary. Clear the raw figures inC5:C9and enter the new May actuals:17100,23400,17800,10200, and24800. Verify that all formulas update dynamically.
Step 7: Page Setup, Print Scaling & Submission
- Select both sheets (hold Ctrl or Cmd and click both
AprilandMaytabs). - 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.
- Right-click any sheet tab and select Ungroup Sheets.
- Save your completed workbook as
AnimalLife-01.xlsx. - 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. |