Excel Exercise

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Microsoft Excel Exercise

IT/206
September 19, 2011
Patrica Byerly

Microsoft Excel Exercise

Situation 1: A business professional wants to use Microsoft Excel to organize data for the monthly expense report. He has never used Microsoft Excel and is inquiring about the functions that would support him with this task. The approach that should be used to for this customer is to explain the functions that would help the customer to organize his spreadsheets for his monthly expense report. I would also explain to the customer that he may add formulas to the spreadsheet that will add up the totals for him, to help him get it done quicker. I would tell the customer that he could set it up to give him the total expenses by the day, week and also the month. I would also tell the customer that he could also set it up to calculate the totals spent on transportation, food, and motel expenses. Additionally, he could also calculate the fuel, entertainment, phone, and misc. expenses. I would also alert the customer that using filters will help narrow down data for an easy view without having to look all over the data to find what he is looking for, such as how much was spent on the motel stay. I would then tell the customer that he can add graphs and charts to show what was spent in each category, whether it was by the day, week, or month. I would let him know that if he decides to use graphs and charts it would be an easy and quick way to analyze the information. Some challenges with explaining all the function over the phone is that with so many functions, the customer can still get confused. If I was able to show the customer I feel they would be able to understand how to operate the functions better if I was there to show them in person. If the person still didn’t understand I would give him some web sites to look at tutorials.

Situation 2: A husband is having difficulties with is Microsoft Excel spreadsheet. He has been trying to track his monthly grocery...
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