Advanced Excel for Accounting(ACC 231)

Continuing Education - Evening

  

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Assignments - Required assignments

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Books - Advanced Excel - Textbook requirements for Advanced Excel

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Calendar - Advanced Excel - Suggested progress

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Class Description-Advanced Excel - Brief class description

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Class Competencies - Advanced Excel  - Class competencies.

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Exams - Advanced Excel - Description of skills needed for Advanced Excel and a practice exam for Access.

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Grading - Grading scale and weight

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Syllabus - Advanced Excel  - Advanced Excel course syllabus detail

 

Exams - Advanced Excel

You will take two exams at the completion of each Excel Project (chapter) and the assigned homework. You have one hour or one class period to complete each exam. You must receive a minimum score of 70% on every exam to pass the class. You may only retake exams with permission from the instructor, but you will still receive a minimum 20% score reduction. 

 

Minimum Skills needed for the Project Exams:

    

Project 1: Excel Exams 1 & 2
            Start and Quit Excel, Enter text and numbers, Use the AutoSum button to sum a range of cells,
            Copy a cell to a range of cells using the fill handle, Format a worksheet, Create a 3-D Clustered
            column chart, Save a workbook to a a 31/2 Floppy and print a worksheet, Open a workbook, Use
            the AutoCalculate area to determine statistics, Correct errors on a worksheet,
            Use the Excel Help system to answer questions

 

    Project 2: Excel Exams 3 & 4  
            All skills from Project 1 plus the following:

            Enter formulas using the keyboard and Point mode, Recognize smart tags and option buttons
            Apply the AVERAGE, MAX, and MIN functions, Verify a formula using Range Finder, Format a
            worksheet using buttons and commands, Add conditional formatting to a range of cells, Change
            the width of a column and height of a row, Check the spelling of a worksheet, Preview how a
            printed copy of the worksheet will look, Print a partial or complete worksheet, Display and print
            the formulas version of a worksheet, Use a Web query to get real-time data from a Web site,
            Rename sheets in a workbook, E-mail the active worksheet from within Excel, Use the CTRL
            button to select non-adjacent rows or columns
 

    Project 3: Excel Exams 5 & 6

            All skills from Projects 1&2 plus the following:
            Rotate text in a cell, Create a series of month names, Use the Format Painter button to format
            cells, Copy, paste, insert, and delete cells, Format numbers using format symbols, Freeze
            and unfreeze titles, Show and format the system date, Use absolute cell references in a
            formula, Use the IF function to perform a logical test, Show and dock toolbars, Create a 3-D
            Pie chart on a separate chart sheet, Color and rearrange worksheet tabs, Change the worksheet
            view, Goal seek to answer what-if questions


Project 4:
Excel Exams 7 & 8

            All skills from Projects 1, 2 & 3 plus the following:
            Control the thickness and color of outlines and borders, Assign a name to a cell and
            refer to the cell in a formula using the assigned name, Determine the monthly payment
            of a loan using the financial function PMT, Use the financial function PV (present value)
            and FV (future value), Create a data table to analyze data in a worksheet, Add a pointer
            to a data table, Create an amortization schedule, Analyze worksheet data by changing
            values, Add a hyperlink to a worksheet element, Use names and the Set Print Area
            command to print sections of a worksheet, Set print options, Protect and unprotect cells
            in a worksheet, Use the formula checking features of Excel, Hide and unhide cell gridlines,
            rows, columns, sheets, and workbooks

 

    Project 5: Excel Exams 9 & 10

            All skills from Projects 1, 2 & 3 plus the following:
            Create and manipulate a list, Delete sheets in a workbook, Validate data, Add computational
            fields to a list, Use the VLOOKUP function to look up a value in a table, Use the Toggle
            Total Row in a list, Print a list, Use a data form to display, add, and delete records and
            change field values in a list, Sort a list on one field or multiple fields, Display automatic
            subtotals, Use Group and Outline features to hide and un hide data, Query a list, Apply
            database functions to generate information from a list, Apply the SUMIF function to
            generate information from a list, Apply the COUNTIF function to generate information
            from a list, Save a workbook in different file formats          

 

    Project 6: Excel Exams 11 & 12

            All skills from Projects 1, 2, 3 & 4 plus the following:
            Create and use a template, Use the ROUND function, Utilize custom format codes, Define,
            apply, and remove a style, Use the Research task pane to find a synonym, Add a worksheet
            to a workbook, Create formulas that use 3-D cell references, Draw a 3-D Cylinder chart, Use
            WordArt to create a title and create and modify lines and objects, Assign comments to cells,
            Use the Research task pane to research a topic, Add a header or footer, change margins,
            and insert a page break, Use the Find and Replace commands, Search for files and create
            and use a workspace file, Consolidate data by linking workbooks           

 

Syllabus - Advanced Excel - ACC 231 (50 hrs, 5 Cr)

General Education - Evening

Quarter:    Spring 2005

Instructor:    Curt Holman

Advanced Excel Schedule:   6:00PM-8:30PM,  M/W, Room H305

Telephone:    425-2352-2352 (ext. 5585)   

E-mail:    cholman@rtc.ctc.edu,  

Web Page:  http://www.rtc.edu/instruction/Accounting/welcome_page.htm

Office Hours:   Room H308 (7:30A-8:00A; 2:30P-3:00P)

Text:  Microsoft Excel 2003, Complete Concepts and Techniques, Shelly, Cashman, Quasney.

Materials:    2 - 3.5" High Density Diskettes

OBJECTIVE:    This is a lab course building on the basic fundamentals learned in Basic Excel. Upon successful completion of this course you will not only be able to enhance your spreadsheets using various editing tools, but you will be able to sort and extract data using the database functions of Excel, and link worksheets together so that data can be changed on each of them simultaneously.. 

GENERAL: Complete projects 4 through 6 of of "Microsoft Excel 2003, Complete Concepts and Techniques"

MAKEUP POLICY: 

Make-up Exams - 20% retake fee  

Missing Time - Missed time, for attendance purposes, cannot be made up. 

TIMELINESS:    Being on time is important on the job. The habits you develop now will directly affect your future employability. The two most commonly asked questions by potential employers concern attendance and attitude!

CLASSROOM BEHAVIOR:    Please conduct yourself in a professional manner. All computer work must be school-related.

DISABILITY:    If you are a student that has a mental or physical disability that substantially limits your ability to learn, it is recommended that you contact the Special Populations counselor in Student Services, Bldg I Room 225. The information acquired during a visit with the Special Populations Counselor is confidential and could be used to help you succeed in your program. Renton Technical College is very interest in your success.

OTHER:    
* Food or drink – not allowed per campus policy. Must leave at table next to door.

* Cell phones and beepers – turn off please

* Emergencies – use campus pay phones

 

Course Competencies - Advanced Excel

Start and Quit Excel,  Create a 3-D Pie chart on a separate chart sheet,  Enter text and numbers,  Color and rearrange worksheet tabs,  Use the AutoSum button to sum a range of cells, Change the worksheet view,  Copy a cell to a range of cells using the fill handle,  Format a worksheet,  Goal seek to answer what-if questions,  Enter formulas using the keyboard and Point mode, Control the thickness and color of outlines and borders,  Create a 3-D Clustered column chart,  Assign a name to a cell and refer to the cell in a formula using the assigned name,  Save a workbook to a a 31/2 Floppy and print a worksheetUse the formula checking features of Excel, Determine the monthly payment of a loan using the financial function PMT,  Open a workbook,   Use the financial function PV (present value) and FV (future value),  Change the width of a column and height of a row,  Use the AutoCalculate area to determine statistics,  Create a data table to analyze data in a worksheet,  Correct errors on a worksheet,  Add a pointer to a data table,  Use the Excel Help system to answer questions,  Analyze worksheet data by changing values,  Recognize smart tags and option buttons, Set print options,  Add a hyperlink to a worksheet element,  Apply the AVERAGE, MAX, and MIN functions,  Use names and the Set Print Area command to print sections of a worksheet,  Verify a formula using Range Finder,   Protect and unprotect cells in a worksheet,  Add conditional formatting to a range of cells  Create an amortization schedule,   Hide and unhide cell gridlines, rows, columns, sheets, and workbooks,  Check the spelling of a worksheet,  Create and manipulate a list,  Preview how a printed copy of the worksheet will look,  Format a worksheet using buttons and commands,  Delete sheets in a workbook,  Print a partial or complete worksheet,  Validate data, Add computational fields to a list,  Display and print the formulas version of a worksheet,  Use a Web query to get real-time data from a Web site,  Use the VLOOKUP function to look up a value in a table,  Rename sheets in a workbook,  Use the Toggle Total Row in a list,  E-mail the active worksheet from within Excel,  Print a list,  Use the CTRL button to select non-adjacent rows or columnsSort a list on one field or multiple fields,  Use a data form to display, add, and delete records and change field values in a list,  Rotate text in a cell,  Create a series of month names,  Display automatic subtotals,  Use the Format Painter button to format cells,  Use Group and Outline features to hide and un hide data,  Copy, paste, insert, and delete cells,  Query a list ,  Format numbers using format symbols,  Apply database functions to generate information from a list,  Freeze and unfreeze titles,  Apply the SUMIF function to generate information from a list, Add a worksheet to a workbook,  Show and format the system date,  Apply the COUNTIF function to generate information from a list,  Use absolute cell references in a formula,  Save a workbook in different file formats, Define, apply, and remove a style,  Use the IF function to perform a logical test,  Create and use a template,  Show and dock toolbars,  Use the ROUND function,  Use the Research task pane to research a topic,  Utilize custom format codes,  Add a header or footer, change margins, and insert a page break,   Search for files and create and use a workspace file,  Use the Find and Replace commands,  Use the Research task pane to find a synonym, Create an amortization schedule,  Consolidate data by linking workbooks,  Create formulas that use 3-D cell references,  Draw a 3-D Cylinder chart,  Analyze worksheet data by changing values,  Use WordArt to create a title and create and modify lines and objects,  Add a hyperlink to a worksheet element,  Assign comments to cells,  Use names and the Set Print Area command to print sections of a worksheet,  Use the Research task pane to find a synonym,  Set print options,  Add a worksheet to a workbook,  Protect and unprotect cells in a worksheet,  Create formulas that use 3-D cell references,  Use the formula checking features of Excel,  Draw a 3-D Cylinder chart,  Create and manipulate a list,  Hide and unhide cell gridlines, rows, columns, sheets, and workbooks , Assign comments to cells,  Use WordArt to create a title and create and modify lines and objects, Delete sheets in a workbook,  Use the Research task pane to research a topic,  Validate data,  Add computational fields to a list,  Add a header or footer, change margins, and insert a page break,  Use the Find and Replace commands,  Use the VLOOKUP function to look up a value in a table,  Search for files and create and use a workspace file,  Use the Toggle Total Row in a list,  Consolidate data by linking workbooks,  Print a list ,  Query a list,  Save a workbook in different file formats,  Sort a list on one field or multiple fields,  Use the ROUND function,  Use a data form to display, add, and delete records and change field values in a list,  Define, apply, and remove a style, Display automatic subtotals, Utilize custom format codes,  Apply the SUMIF function to generate information from a list, Use Group and Outline features to hide and un hide data,  Create and use a template,  Apply the COUNTIF function to generate information from a list,  Apply database functions to generate information from a list,  

 

Grading - Advanced Excel - Evening

The following standards are used for this class:

Academic Honesty:

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Exams -

All questions MUST be addressed to your instructor.

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Cheating -

Talking, using notes, or using textbooks are examples of cheating.

Students caught cheating will be given a "0" on the exam (which cannot be made up). Further disciplinary action may also be taken..

 

Grading Standards

Description

Percent of Grade 

Exams  (Must receive a minimum 70% on each exam to receive a final grade)

100%

Grades

Percentage Range

Letter

94% and over                   A
90% but less than 94%                   A-
87% but less than 90%                   B+
84% but less than 87%                   B
80% but less than 84%                   B-
77% but less than 80%                   C+
74% but less than 77%                   C
70% but less than 74%                   C-
67% but less than 70%                   D+
64% but less than 67%                   D
60% but less than 64%                   D-
Less than 60%                   F

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

     

 

 

 

 

 

 

 

Calendar/Assignments/Homework - Evening Advanced Excel

This is a self-paced class (with the exception of exams that the class will take together). The following is a suggested progression only. All assignments must be completed before an exam will be counted. 

Week  Topic Monday Wednesday

#1

4/18

4/20

Project 1

1. Chapter "Steps" (page 7 - 55) - File name = Extreme Blading 2nd Quarter

2. In the Lab 2 (page 59 - 61 - File name = Lab 1-2 College Travel 4th Quarter Expenses

#2

4/25

4/27

Project 1

Project 2

3. Cases & Places 2 (page 63) - Save using the file name = C1-2

1. Chapter "Steps" (page 70 - 124, & 125-126 if able) - File name = Blue Chip Stock club Investment Analysis

#3

5/2

5/4

Project 2

2. In the Lab 1 (page 132 - 133) - File name = Lab 2-1 Illiana Custom Homes Weekly Payroll Report

3. Cases & Places 3 (page 142) - Save using the file name = C2-3

#4

5/9

5/11  

Project 3

1. Chapter "Steps" (page 150 - 208) - File name = Aquatics Wear Six-Month Financial Projection

2. Cases & Places 3 (page 223) - Save using the file name = C3-3

#5

5/16

5/18 

Project 3

Project 4

2. Cases & Places 3 (page 223) - Save using the file name = C3-3

1. Chapter "Steps" (page 245 - 293) -  File name = e-Money Lenders Loan Payment Calculator 

#6

5/23

5/25 

Project 4

2. In the Lab 3 (page 302 - 303) -  File name = Lab 4-3 Internet Bank of Chicago Loan Calculator  3. Cases & Places 3 (page 304) - Save using the file name = C4-2

#7

6/1 

Project 5

Holiday

1. Chapter "Steps" (page 228 - 365) - File name = Soccer Fear Sales Rep List

    File name = Soccer Gear Sales Rep List CSV - Notepad

#8

6/6

6/8 

Project 5

1. Chapter "Steps" (page 228 - 365) - File name = Soccer Fear Sales Rep List

    & File name = Soccer Gear Sales Rep List CSV - Notepad

2. In the Lab 1 (page 365 - 370) - File name = Lab 5-1 Apothecary Sales Rep List

#9

6/13

6/15 

Project 5

Project 6

3. In the Lab 2 (page 371 - 374) - File name = Lab 5-2 Programmer Specialist List Final

1. Chapter "Steps" (page 381 - 452) - File names = Awesome Images Profit Potential Template File names = Awesome Images Profit Potential & File names = Awesome Images Workspace

#10

6/20

6/22

Project 6

3. In the Lab 2 (page 458 - 460) - File name = Lab 6-2 Web Salon Quarterly Sales Analysis

5. Cases & Places 1 (page 462) - Save using the file name = C6-1

#11

6/27

   

Final Exams, Make-ups

 No Class