Benchmark Excel 2010 Level 1, Chapter 4 Rubrics
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1 Benchmark Excel 2010 Level 1, Chapter Rubrics Note that the following are suggested rubrics. Instructors should feel free to customize the rubric to suit their grading standards and/or to adjust the point values. Suggested Scoring Distribution: Above average = student completes 80% or more of task(s); average = student completes 70 79% of task(s); below average = student completes 69% or less of task(s) Skills Check Assessment 1: Format a Sales and Bonuses Worksheet File: EL1-C-A1-DISemiSales.xlsx 1-2 Organization, Open DISemiSales.xlsx, Save As EL1-C-A1-DISemiSales. 3 3 Formulas,,, 6 Organization, Make changes to worksheet: a. Insert formula in H that averages amounts in cells B through G. b. Copy formula in H down to H through H9. c. Insert formula in B10 adding amounts in B through B9. d. Copy formula in B10 to C10 through H10. (Use Fill Without.) e. Apply Accounting Number Format style to H. f. Change orientation of worksheet to landscape. g. Change top margin to 3 inches, left margin to 1. inches. Resave and print (settings in force in Step 3, including landscape); resave, print, then close (after Step changes). Change orientation to portrait. Change top margin to 1 inch, left margin to 0.7 inch. Horizontally and vertically center worksheet on the page. Scale worksheet so it fits on one page. Assessment 2: Format a Test Results Worksheet File: EL1-C-A2-CMTests.xlsx Paradigm Publishing, Inc. 8 TOTAL POINTS Organization, Open CMTests.xlsx, Save As EL1-C-A2-CMTests. 3 3, 7-8 Formulas, 3a 3f. Insert a formula in cell N that averages test scores in 12, B through M. Copy formula in N down to N through N21. Typing, Type Average in A22. Insert formula in B22 that averages test scores in B through B21. Copy formula in B22 to C22 through N22.
2 Assessment 2: Format a Test Results Worksheet File: EL1-C-A2-CMTests.xlsx Insert a page break between columns G and H Create header that prints page number at right side of page. Create footer that prints student name at left side of page and workbook file name at right side of page. -6, 9-11, Organization 12 Organization,. View worksheet in Page Break Preview, then change back 8 to Normal view. 6. Specify column titles (A3 through A22) to print on each page. 9. Save, then print worksheet Set print area for N3 through N22, then print those cells. Clear print area. Resave, then close workbook. 2 Assessment 3: Format an Equipment Rental Worksheet File: EL1-C-A3-HERInvoices.xlsx TOTAL POINTS Organization, Open HERInvoices.xlsx, Save As EL1-C-A3-HERInvoices Formulas, Insert formula in H3 that multiplies rate in cell G3 by hours in F3. Copy formula down to cells H through H16. Insert formula in H17 that sums amounts in H3 through H16. Complete the following find and replaces: a. Find all occurrences of cells containing 7, replace with 90. b. Find all occurrences of cells containing replace with 60. c. Find all occurrences of Barrier Concrete, replace with Lee Sand and Gravel. d. Find all occurrences of 11-point Calibri, replace with 10-point Cambria. After completing, clear all formatting from Format buttons. 6-7 Insert header that prints date at left side of page and time at right side of page, then insert footer that prints student name at left side of page and workbook file name at right side of page. 8-9 Organization, Resave, print, then close workbook. 3 TOTAL POINTS 20 Page 2
3 Assessment : Format an Invoices Worksheet File: EL1-C-A-RPInvoices.xlsx 1-2 Organization, Open RPInvoices.xlsx, Save As EL1-C-A-RPInvoices Formulas, 3. Insert formula in G that multiplies amount in E with percentage in F, then adds product to E. (Result should display as $88.2.) Copy formula in G down to G through G17, click Auto Fill Options button, then click Fill Without.. Complete a spelling check. 6. Find all occurrences of Picture and replace with Portrait. (Goal is to find occurrences that end with an s. Match entire contents check box should not contain check mark.) 7 9. Sort records by invoice number in ascending order (smallest to largest); complete new sort that sorts records by client number in ascending order (A to Z); complete new sort that sorts date in ascending order (oldest to newest) Insert footer in the worksheet that prints student name at left side of page and current date at right side. 11. Center worksheet horizontally and vertically. 12 Organization, Resave, then print Enhancement Select cells A3 through G3, then turn on filter feature and 6 complete following filters: a. Filter, then print list of rows containing client number , then clear the filter. b. Filter, then print list of rows containing top three highest amounts due, then clear the filter. c. Filter, then print list of rows containing amounts due that are less than $00, then clear the filter. 1 Organization, Resave, then close workbook TOTAL POINTS 30 Page 3
4 Assessment : Create a Worksheet Containing Keyboard Shortcuts File: EL1-C-A-KeyboardShortcuts.xlsx 1 Research, After using Excel Help feature to learn about keyboard shortcuts, 12 Typing, create a worksheet with the following features: A worksheet title. Include at least 10 keyboard shortcuts along with an explanation of each shortcut. Set the data in cells in a typeface other than Calibri and change the color. Add borders to cells, add color shading (both are userselected, shading should be complementary to data color.) Create header that prints date at right margin; create footer that prints student name at left margin and file name at right margin. 2-3 Organization, Save as EL1-C-A-KeyboardShortcuts, print, then close. 3 TOTAL POINTS 1 Visual Benchmark Create and Format an Expense Worksheet File: EL1-C-VB-HERExpenses.xlsx 1 Typing, At a blank workbook, type data indicated in Fig..13, but not in 10, following cells instead insert formulas as indicated (results of formulas should match results seen in figure). Formulas In N3 through N8, insert formula that sums monthly expenses for the year. In B9 through N9, insert formula that sums the monthly expenses for each month and for entire year Change left and right margins to 0., and change top margin to Apply formatting so worksheet looks similar to the one shown in figure (heading in 26-point Cambria, remaining data in 10-point Cambria, bold formatting as shown.), 6-7 Organization, After Step 3, Save as EL1-C-VB-HERExpenses. After Step, resave, print, then close (should be on 2 pages). After examining Fig..1, make following changes: Insert page break between columns G and H; insert headers and footer as shown; specify column titles print on second page as shown in Fig..1. TOTAL POINTS 2 Page
5 Case Study Part 1 File: EL1-C-CS-MRMortgages-01.xlsx and EL1-C-CS-MRMortgages-02.xlsx 1 Organization Open MRMortgages.xlsx, Save As EL1-C-CS- 3 MRMortgages-01.xlsx. 2 Formulas, Functions, In column C, insert formula that determines down payment amount; in column D, insert formula that determines loan 12, amount; in column G, insert formula using PMT function. (Pv is entered as a negative.) Insert date and time as a header, student name and workbook name as footer. Find 11-point Calibri formatting and replace with 11-point Candara. Scale the worksheet so it prints on one page. 3 Organization, Resave, then print worksheet. 2, Typing, Typing, Organization, Part 2 Sort the Price of Home column from smallest to largest. Change percentage amount in column E from 6% to 7%. Shade cells in row in light yellow color that matches the fill in A2. Copy shading to every other row of cells in worksheet (stopping at row 6). Save As EL1-C-CS-MRMortgages-02. Edit the footer to reflect workbook name change. Resave, print, then close (print on one page). File: EL1-C-CS-MRIRA-01.xlsx and EL1-C-CS-MRIRA-02.xlsx TOTAL POINTS 2 1 Organization Open MRIRA.xlsx, Save As EL1-C-CS-MRIRA-01.xlsx. 3 2 Formulas, Functions,,, Typing Insert in cell C6 a formula that calculates future value of an investment; use FV function to write formula. Use absolute and mixed references for formula. When entering Rate (percentage), column letter is variable but row number is fixed; but when entering Nper (years), column letter is fixed but row number is variable. When entering Pmt (contribution amount), both column letters and row numbers are absolute. Copy formula in C6 down to C7 through C19; copy formula in C6 across to D6 through K6. Continue until amounts are entered in all appropriate cells. Select, then merge and center A6 through A19. Type text Number of Years, then rotate text up. (Make sure text is centered in merged cells.) Apply 12-point Calibri bold 16 Page
6 Part 2 File: EL1-C-CS-MRIRA-01.xlsx and EL1-C-CS-MRIRA-02.xlsx formatting to text. Adjust column widths so all text is visible in cells. Change page orientation to landscape, then vertically and horizontally center worksheet. Include header that prints page number, then insert footer that 3 Organization,, Typing, Organization, prints student name. Resave, then print (row titles print on both pages). 2 Remove the header containing page number. Edit footer so date prints at left margin and name prints at the right. Scale worksheet so it prints on one page. Save As EL1-C-CS-MRIRA-02. Change amount in D3 to $3,000, then print again. Resave, then close worksheet. TOTAL POINTS 30 Part 3 File: EL1-C-CS-CanadaPrices.xlsx 1 Research, Use Internet to search for MS MoneyCentral Investor Currency 2 Writing, Rate site, determining current exchange rate for Canada, then create a worksheet with following specs:, Apply formatting similar to formatting in first two parts of Typing, case study., Create the following columns: Formulas, Column for home price in American dollars. Functions Column for home price in Canadian dollars. Column for amount of down payment. Column for loan total. Column for monthly payment. In column for home prices, insert home amounts beginning with $100,000, incrementing every $0,000 and ending with $1,000,000. Insert formula in home price in Canadian dollars column that displays home price in Canadian dollars; insert formula in down payment column that multiplies Canadian home price by 20%; insert formula in loan total column that subtracts down payment from Canadian home price. Insert formula in monthly payment column that determines monthly payment using PMT function. Use 6% as rate (divide by 12 months), 360 as number of payments, loan, and Page 6
7 Part 3 File: EL1-C-CS-CanadaPrices.xlsx loan amount as a negative as present value. Apply any other formatting necessary to improve worksheet. 2 Organization,, Save as EL1-C-CS-CanadaPrices. Display formulas, then print. Redisplay formulas, then close workbook. TOTAL POINTS 30 Page 7
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