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?

Throw-away

Reusable

What are the Different Types of Spreadsheets?

Development

◦ Design◦ Implementation

Use

What is the Spreadsheet Lifecycle?

Simple

Clear

Verifiable

Accurate

Efficient

What are the Five Spreadsheet Design Goals?

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?

One Idea?

One Idea?

Rows vs. Columns?

Simple?

Planning Your Pathways. VT. 2011. <http://www.uaac.vt.edu/planner/ExcelTemplate.xls>

Simple?

VT Football. VT. 2011. <http://www.hokiesports.com/football/stats/2010/?gbg

Simple?

VT Football. VT. 2011. <http://www.hokiesports.com/football/stats/2010/?gbg

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?

What are the data items you will need to include in your spreadsheet?

Portfolio Example: Step 1

Should each stock be listed as a row or a column?

Portfolio Example: Step 2

Where do the calculated items fit in your previous layout?

Portfolio Example: Step 3

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?

What are the data items you will need to include in your spreadsheet?

GPA Example: Step 1

GPA Example: Step 2Should each class be listed as a row or a column?

Where do the calculated items fit into your prevous layout?

GPA Example: Step 3