Unit 3 – Spreadsheet Design

 

You are expected to produce all assignments to the set deadlines.  If you are unable to meet these deadlines for any good reason – for example, prolonged illness, then you should contact your ICT teacher as soon as possible.

 

Overview

 

This assignment involves the specification of user requirements, design, implementation, testing and evaluation of a spreadsheet.

 

This unit is a coursework based unit and is internally assessed. It is worth 33% of your marks for the year 12 part of the course.

 

I recommend that the spreadsheet you choose to produce is a Quotation System for a business of your choice.

 

Assignment Deadlines

 

You should use the following deadlines to produce your own time plan for completion of this unit.

 

Task

Completion date

1. Produce time plan

1st November

2. User requirements

16th November

3. Design

16th December

4. Implementation

20th February

5. Testing

15th March

6. Evaluation

28th March

7. Project planning evidence

28th March

 

It is essential that throughout this unit you :

 

 

 

 

 

 

 

 

 

 

 

 

 

 

What you need to do :

 

 

Components

Criteria

Mark

Section 1

 

 

User Requirements

 

Background

 

 

Show a clear understanding of the background to the problem

-          Give some background information about the company you are producing the spreadsheet for

-          Why does this company need a spreadsheet & how would it help their business ?

-          How is information currently captured and processed by the business ?

 

 

 

    1

 

Expected outcomes / aims and objectives

 

Required inputs, processes and calculations, outputs & reports

-          What are main aims / objectives of your spreadsheet ?

 

-          What input information is required ?*

-          What output information is required ?*

-          What calculations do you need to do to get the required output ?*

-          What processes are needed to get the required output ?*

-          What will your output report be like ?

-          What will your chart be like ?

-          What automated process do you intend to include to improve efficiency of use ?

-          What user aids could you provide to improve ease of data entry / use ?

    5

 

* I suggest you use the following structure to define your inputs, outputs, calculations and processes :

 

Inputs

 

Data Item

Data description

Data type

Data example

Date of quotation

This is the date that the customer is given a quotation

date

12/12/2005

 

 

 

 

 

Outputs

 

Data Item

Data description

Data type

Data example

Total per item

This is the number of items multiplied by the cost per item

Currency

£24.55

 

 

 

 

 

 

Calculations

 

Calculation

Calculation description

Data involved details of calculation

VAT

This is the VAT that the customer would have to pay

The subtotal needs to be multiplied by 0.175 to get 17.5% of the subtotal

 

 

 

 

Processes

 

Process

Process description

Printout quotation

The user requires a process to print a quote onto a well laid out sheet in the form of a letter.

 

 

 

 

 

 

Section 2

 

 

Design

 

Design of inputs

 

 

Produce initial designs of each sheet in the workbook showing labels data, formula and any special features used

-          you should produce a hand drawn design of all of the sheets in your spreadsheet including data input sheet, userform, lists for VLOOKUP, record of quotes, chart and printout.

-          Make sure that your designs are well presented and in formula view with named ranges

-          You should include any user aids you intend to use

 

Show multiple sheets and the use of 3D referencing between them

-          You must use more than one sheet in your spreadsheet and clearly show the links between each sheet, this should be done on your hand drawn designs

 

Produce a table explaining the use of

§         Lookup / vlookup tables

§         Drop down list boxes

§         Spinners for data entry

§         Logical True or False / Tick Boxes

 

I suggest you use the following structure :

 

Component

Used for :

Reason for use

Drop down list

Choosing item

Minimizes key strokes and reduces errors

 

 

 

 

 

Produce a design for the startup user interface

-          this is your userform and you should do a hand drawn design (with details of functions) on a piece of A4

 

Design of a data entry form

-          this is the data input section of your spreadsheet, make sure you show user aids and where they output to

 

 

 

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Design of processes

Produce a table explaining the purpose of each formula or function used

Including two forms of  referencing

§         absolute cell referencing

§         3D referencing

§         named cell ranges

 

and use of four functions – eg :

 

  •  SUM
  • COUNT
  • MAX
  • MIN    
  • LOGICAL
  • INT
  • MODE

§         AVERAGE

§         RAND

§         SQUARE

§         SINGLE IF

§         MULTIPLE  IF

§         DATE

§         MEDIAN

§         VLOOKUP

§         CONCATENATE

 

I suggest that you use the following structure for your table :

Formula / function

Purpose of function

=SUM(G4:G17)

Adds up all of the costs to give subtotal

 

 

 

Design of validation techniques and error messages produced

-          You should validate data that you input directly into cells

-          The lists sheet is the most likely criteria for validation

I suggest you use the following structure for your validation table :

Range

Validation rule

Input message

Error message

Lists!A2:A12

Decimal between 1 and 10

Please enter a value ..

This cell requires a value ….

 

Design of sort process

You need to sort data and give reasons for doing so :

- Ranges in the lists sheet should be sorted into alphabetical order so that VLOOKUP works correctly – define the criteria you would use for this sort

- Give a reason why the quotelog may be sorted and define the criteria used for the sort

 

Design of search for criteria

-You should search (filter or find tools) the data on your lists sheet or quotelog, give a reason for doing so (eg customer phoned up) and define the criteria you will use

 

6

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

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Design of automated processes using programming code

Features such as:

Simplified data input

Production of printed or screen reports

Control buttons to initiate events

-          These are your macros, you should use a table to define these :

 

Macro name

Purpose of macro

Steps involved

Printout

To print quote

Copy quote from input sheet …..

 

 

 

 

-          please make sure you mention some code here – I suggest you use the msgbox code to inform the user that the printout has been printed successfully

-          Also include the code you intend to use to open your userform when the spreadsheet starts (Auto_open)

 

2

 Design of outputs

Design of report with appropriate use of

House style

Headers and footers

Page orientation

Margins

 

-          Do a hand drawn design of your printout and make sure you clearly specify the features in the list above.

 

Design of, purpose and type of graph

 

-          Do a hand drawn design of your chart, and underneath explain what the chart is for, your input range and why the type of chart you have chosen is suitable

 

 

2

 

 

 

 

    1

Section 3

 

Implementation