Spreadsheet Design & Simplicity Chapter S1: Introduction to Spreadsheet Design S2: Simplicity All Sections
Dec 15, 2015
Spreadsheet Design& Simplicity
Chapter S1: Introduction to Spreadsheet Design
S2: SimplicityAll Sections
Security
Today’s Topic
Information Quality
IS Basics
E-commerce
AccessExcel
PowerPoint
Types of IS
Systems Development
Database Processing & Design
Spreadsheet Design
Business Intelligence
Functional, Crossfunctional & Interorganizational
Telecommu-nications
Hardware & Software
Simplicity
Clarity
Simplicity
SpreadsheetDesign
includes
Accuracy
Verifiability
Efficiency
Basic FormattingConditional Formatting
Freeze PanesPage Setup
SortingCharts
Layout Choices
DocumentationData Validation
Protection
FormulasFunctions
FormulasFunctionsMacros
implemented with
Explain the distinction between spreadsheet design and implementation skills.
Explain the importance of spreadsheet design skills.
List the five spreadsheet design goals.
Define the simplicity goal.
Apply the spreadsheet design goal of simplicity.
Objectives
Open, Close, Save Workbook
Insert & Delete Worksheet
Move & Copy Worksheet
Rename Worksheet Insert & Delete Rows Column Width & Row
Height
Excel Prerequisites Entering Data Change Fonts Number Formats Border Theme Printing
Cell Shading Wrap Text Rename Worksheet Comment Freeze Panes Conditional Format Header & Footer
Required Excel Skills Page Break Print Titles Sort Group Data Validation Worksheet Protection
Over 50% of all spreadsheets created by professionals contain major errors
Why Study Spreadsheet Design?
Include only one idea per row and one idea per column.
Data that will be analyzed as a unit should be placed in columns rather than rows.
How Can I Achieve Simplicity?
Simple?
Detail Report: Salaries Reported. VT Career Services. 2011. <http://www.career.vt.edu/PostGraduationReport/DetailReportSalaries.asp?College=00&Majors=N&Cohort=2009-2010>
Simple?
Detail Report: Salaries Reported. VT Career Services. 2011. <http://www.career.vt.edu/PostGraduationReport/DetailReportSalaries.asp?College=00&Majors=N&Cohort=2009-2010>
Simple?
Detail Report: Bonuses Reported. VT Career Services. 2011. <http://www.career.vt.edu/PostGrad2006/DetailReportBonuses.asp?College=00&Majors=Y&Cohort=2008-2009>
Simple?
Detail Report: Employment related to career goals & major. VT Career Services. 2011. <http://www.career.vt.edu/PostGraduationReport/DetailReportEmploymentRelated.asp?College=00&Majors=Y&Cohort=2009-2010>
Design a spreadsheet that could be used to track the performance of each stock in your portfolio.
You want to record each stock’s NYSE ID, purchase price and quarterly closing price for one year. (That means four closing prices.)
At the completion of the year, you want to calculate the change in price for each stock.
You want to identify the highest priced stock in your portfolio as well as the stock that performed the best over the year.
Class Exercise #1: Stock Portfolio
Stock Portfolio Activity STEP 1: What are the data items you will
need to include in your spreadsheet?
STEP 2: Should each stock be a row or a column?
STEP 3: Where do the calculated items fit in?
Design a workbook that could help you calculate your overall GPA for the current semester.
◦ Try to achieve the Simplicity goal.
Class Exercise #2: GPA
Each letter grade is assigned a weight
◦ A is weighted with a 4◦ B is weighted with a 3◦ C is weighted with a 2◦ D is weighted with a 1◦ F is weighted with a 0
GPA Example: Background
That weight is multiplied by the credit hours for the course
◦ A three credit course in which you earn an A is weighted 12 (3 credits x weight of 4)
◦ A three credit course in which you earn a D is weighted 3 (3 credits x weight of 1)
◦ A two credit course in which you earn an A is weighted 8 (2 credits x weight of 4)
GPA Example: Background
These weighted credits are divided by Total number of credits completed to determine GPA
BIS course is worth 3 credits earned A = 12 weighted credit hours
LIT course is worth 3 credits earned C = 6 weighted credit hours
Total weighted credit hours = 18 divided by Total number of credits completed = 6 yields a GPA of 3.0
GPA Example: Background
GPA Activity STEP 1: What are the data items you will
need to include in your spreadsheet?
STEP 2: Should each class be a row or a column?
STEP 3: Where do the calculated items fit in?