Basic Excel (ACC 132) & Advanced Excel (ACC 232)

  

bullet

Assignment - Basic Excel- Required assignments

bullet

Assignment - Intermediate Excel- Required assignments

bullet

Books - Basic Excel - Textbook requirements for Basic Excel

bullet

Books - Intermediate Excel - Textbook requirements for Advanced Excel

bullet

Calendar - Basic Excel - Suggested progress

bullet

Calendar - Intermediate Excel - Suggested progress

bullet

Class Description-Basic Excel - Brief class description

bullet

Class Description-Intermediate Excel - Brief class description

bullet

Class Competencies - Basic Excel  - Class competencies.

bullet

Class Competencies - Intermediate Excel  - Class competencies.

bullet

Course Progression - Clerk - Link to course progression for Clerk program

bullet

Course Progression - Paraprofessional - Link to course progression for Paraprofessional program

bullet

Course Progression - Specialist - Link to course progression for Specialist program

bullet

Exams - Basic Excel - Description of skills needed for Basic Excel Exams.

bullet

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

bullet

Grading - Grading scale and weight

bullet

Syllabus - Basic Excel  - Basic Excel course syllabus detail

bullet

Syllabus - Intermediate Excel  - Advanced Excel course syllabus detail

 

Exams - Basic Excel

After completing a project’s (3 total projects) homework assignments you will take two (2) hands on exams. You have 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 Exams:

 

Exam #1 Working with Disks/Folders/Files Preview

Be able to complete a Disk Copy, Create new file folders, Change file folder names, Change file names & Move files to different locations

 

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 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 

 

 

 

 

 

 

Exams - Intermediate Excel

You will take two exams at the completion of each Excel Project (chapter) and the assigned homework. You have 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 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

 

Access - Exam 13 -  If you can complete the practice exam, you know most of the basics needed to complete the regular Access exam.

 

Syllabus - Basic Excel - ACC 132 (72 hrs, 3 Cr)

 

Quarter:   Spring 2006

Instructor:   Curt Holman

Basic Excel Schedule:   M-F (12:40 -1:35), Room H305

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

E-mail:    cholman@rtc.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:   MicrosoftExcel 2003, Comprehensive Concepts and Techniques, Coursecard Edition, Shelly, Cashman, Quasney.

Materials:      2 - 3.5"High Density Diskettes or Flash Drive

 

OBJECTIVE:   This is a lab course introducing the basic fundamentals in Microsoft Excel 2003. Upon successful completion of this course you will be able to prepare detailed spreadsheets using Excel 2003. You will also be able to enhance your spreadsheets using various editing tools such as embedded charts and graphs, editing text by color, size and font style.

 

GENERAL:   Complete projects1 through 3 of Microsoft Excel 2003, Comprehensive Concepts and Techniques. You will do the work and take the exams per instructor. 

 

MAKEUP POLICY: 

Missed Assignments - Homework - cannot be made up if submitted after exam date  

Make-up Exams - 20% retake fee  

Missing Time:   Some missed time can be made up (see instructor) for Financial Aid attendance purposes,

 

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:    As much as possible, you will be treated as though you are an employee; therefore, our expectations are that you conduct yourself in a professional manner. Examples of inappropriate (unprofessional) and unacceptable behavior include: talking during presentations, tardiness, putting your head down on the desk, putting your feet up on tables,  sleeping, working on non-class assignments, e-mailing, surfing the internet, and not being attentive. 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

Classroom phones – for official campus employee business

Smoking – prohibited in all buildings and within 25 feet of entrances and walkways.

Emergencies – use campus pay phones

 

 

Syllabus - Intermediate Excel - ACC 232 (60 hrs, 3 Cr)

 

Quarter:   Spring 2006

Instructor:   Curt, Pat, or John

Intermediate Excel Schedule:   M-F (8:00 – 2:30), Room H305

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

E-mail:    cholman@rtc.edu, jnewcome@rtc.edu, or pbrown@rtc.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:   MicrosoftExcel 2003, Comprehensive Concepts and Techniques, Coursecard Edition, Shelly, Cashman, Quasney & Microsoft Office 2003, Introductory.

Materials:      2 - 3.5"High Density Diskettes or Flash Drive

 

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, link worksheets together so that data can be changed on eachof them simultaneously and be able to prepare a basic database using Access 2003

 

GENERAL:   Complete projects 4 through 6 of “Microsoft Excel 2003, Comprehensive Concepts and Techniques” and Access 2003 from "Microsoft Office 2003,Introductory". You will do the work and take the exams per instructor. 

 

MAKEUP POLICY:   

Missed Assignments - Homework - cannot be made up if submitted after exam date  

Make-up Exams - 20% retake fee  

Missing Time:   Some missed time can be made up (see instructor) for Financial Aid attendance purposes,

 

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:    As much as possible, you will be treated as though you are an employee; therefore, our expectations are that you conduct yourself in a professional manner. Examples of inappropriate (unprofessional) and unacceptable behavior include: talking during presentations, tardiness, putting your head down on the desk, putting your feet up on tables,  sleeping, working on non-class assignments, e-mailing, surfing the internet, and not being attentive. 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

Classroom phones – for official campus employee business

Smoking – prohibited in all buildings and within 25 feet of entrances and walkways.

Emergencies – use campus pay phones

 

Course Competencies - Basic Excel

bulletStart and Quit Excel
bulletEnter text and numbers
bulletUse the AutoSum button to sum a range of cells
bulletCopy a cell to a range of cells using the fill handle
bulletFormat a worksheet
bulletCreate a 3-D Clustered column chart
bulletSave a workbook to a a 31/2 Floppy and print a worksheet
bulletOpen a workbook
bulletUse the AutoCalculate area to determine statistics
bulletCorrect errors on a worksheet
bulletUse the Excel Help system to answer questions

·         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

·         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

 

 

 

 

 

 

 

Course Competencies - Intermediate Excel

 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           

·         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           

·         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     

·         Create a database, and report with total formulas using Access.

 

Grading - Basic Excel & Intermediate Excel

The following standards are used for this class:

Academic Honesty:

bulletHomework - Although you are encouraged to work with other students to complete homework, all work is to be yours. Copying files from another student will be considered "cheating" and will result in a "0" for grade and cannot be made up.
bulletExams - All questions MUST be addressed to your instructor.
bulletCheating - 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)

95%

Homework

5%

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 - Basic Excel

Using the Footer/Header feature, you must create a Header for each assignment with your name in the upper right corner of each assignment. Students with prior spreadsheet experience may complete this course much more quickly than others. Students with little keyboarding experience may take longer to complete. Complete the following assignments in the order they are presented. All assignments are due on Diskette (AND PRINTED) on the exam date.

Project

Topic

Assignments

Excel Project 1

Creating a Worksheet and Embedded Chart

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

2. In the Lab 1 (page 58 - 59) -
          File name = Lab 1-1 Knotting Hill Bookstore October Sales

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

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

5. Practice Exam

Approx - Week #6                       Project 1 Exams, Submit your diskette with completed Project assignments

Excel Project 2

Formulas, Functions, Formatting, Web Queries

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

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

3. In the Lab 3 (only part 1)  (page 136 - 137)
          File name = Lab 2-3 Esmeralda Dominga Equities Online

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

5. Practice Exam

Approx - Week # 9                        Project 2 Exams, Submit your diskette with completed Project assignments

Excel Project 3

What-if analysis, charting, working with large worksheets

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

3. Cases & Places 4 (page 223) - Save using the file name = C3-4

4. Practice Exam

Week #12                     Project 3 Exams, Submit your diskette with completed Project assignments

 

 

 

 

 

 

 

 

 

 

 

Calendar/Assignments/Homework - Intermediate Excel

This is a self-paced class. Complete the following assignments in the order they are presented. All assignments are due on Diskette (AND PRINTED) on the exam date. Using the Footer/Header feature, you must create a Header for each assignment with your name in the upper right corner.

 

Project

Topic

Assignments

Excel Project 4

Financial functions, data tables, amortization schedules, hyperlinks

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

2. In the Lab 1 (page 297 - 299) -
          File name = Lab 4-1 Part 1 401(k) Planning Sheet
          File name = Lab 4-1 Part 2 401(k) Planning Sheet

3. In the Lab 2 (page 300 - 301) -
          File name = Lab 4-2 Celine's Scooter Supply Ltd Quarterly Income

4. In the Lab 3 (page 302 - 303) -
          File name = Lab 4-3 Internet Bank of Chicago Loan Calculator

5. Cases & Places 1 (page 303) - Save using the file name = C4-1

6. Cases & Places 2 (page 304) - Save using the file name = C4-2

7. Cases & Places 4 (page 304) - Save using the file name = C4-4

Project 4 Exams, Submit your diskette with completed Project assignments

Excel Project 5

Creating, sorting, querying a worksheet database

1. Chapter "Steps" (page 310 - 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
          File name = Lab 5-1 Apothecary Sales Rep List CSV

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

4. In the Lab 3 (page 374 - 375) -
          File name = Lab 5-3 Enviro Student Club List 
          File name = Lab 5-3 Enviro Student Club List Final

5. Cases & Places 1 (page 376) - Save using the file name = C5-1

6. Cases & Places 2 (page 376) - Save using the file name = C5-2

7. Cases & Places 3 (page 376) - Save using the file name = C5-3

Project 5 Exams, Submit your diskette with completed Project assignments

Excel Project 6

Creating templates, working with multiple worksheets and workbooks

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

2. In the Lab 1 (page 457) -
          File name = Lab 6-1 Jogger's Wear Template

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

4. In the Lab 3 (page460 - 462) -
          File name = Lab 6-3 Golder Stock Club Portfolio

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

6. Cases & Places 2 (page 463) - Save using the file name = C6-2

7. Cases & Places 3 (page 463) - Save using the file name = C6-3

Project 6 Exams, Submit your diskette with completed Project assignments

Access

Units
A, B
C, D

Getting Started

1. Complete Chapter "Steps" (page Access A-6 thru Access A-18

2. Complete Chapter "Steps" (page Access B-4 thru Access B-18

3. Complete Chapter "Steps" (page Access C-4 thru Access C-16

4. Complete Chapter "Steps" (page Access D-4 thru Access D-16

5. Complete Practice Exam (see instructor)

Access Exams, Submit your diskette with completed Access Homework