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>Documentation
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| |
Town of Baltic |
Author: |
Date: |
Purpose: |
To record and summarize vacation and family leave data for |
employees of Town of Baltic |
LeaveData
Name |
Status |
Date Hired |
Years Employed |
Vacation Leave |
Used Vacation Leave |
Remaining Vacation Leave |
Family Leave |
Used Family Leave |
Remaining Family Leave |
Abba |
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| FT |
8/2
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| 3 |
/
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| 1 |
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| 0 |
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| 5 |
0
Years Employed as of |
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| 7 |
/1/13
Abbot |
FT
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| 5/7/13 |
0 0
Adtkins |
FT
10/
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| 6 |
/11
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| 4 |
1
Andrews |
FT
| 5/15/11 |
3 0
Baker |
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| PT |
3/19/12 |
0 0
Berg |
FT
12/28/09 |
4 1
Bergeman |
FT
10/1/12 |
0 0
Blake |
|
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| CN |
| 8/17/10 |
0 0
Bliss |
FT
3/20/11 |
6 3
Borchardt |
CN
7/6/10 |
0 0
Captian |
FT
| 1/8/12 |
3 5
Carey |
PT
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| 5/4/09 |
0 0
Chi |
FT
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| 9/12/11 |
3 2
Chou |
FT
6/25/12 |
3 0
Christain |
FT
| 1/21/13 |
0 0
Clarke |
FT
2/18/13 |
0 0
Crawford |
PT
| 8/20/12 |
0 0
Czeller |
FT
6/29/09 |
0 0
Cziecwski |
PT 9/12/11 0 0
Davidson |
FT
| 3/4/13 |
0 0
Davis |
FT
9/26/11 |
3 2
Dawes |
FT
| 1/7/13 |
0 0
Doering |
FT
| 12/27/10 |
2 0
Dolan |
FT 5/4/09 0 3
Donell |
CN
6/1/09 |
0 0
Douglas |
FT
7/24/11 |
1 0
Earle |
FT
| 12/4/12 |
0 0
Faber |
PT
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| 8/21/11 |
0 0
Frase |
FT
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| 4/6/09 |
0 3
Fuller |
PT 12/27/10 0 0
Gere |
FT
| 5/14/12 |
1 4
Gorecki |
FT
11/13/11 |
2 0
Green |
FT
7/23/12 |
0 0
Greenwood |
| EX |
9/5/12 |
0 0
Hayden |
FT 8/17/10 7 2
Hennings |
FT
8/12/09 |
2 4
Hensel |
PT
8/7/09 |
0 0
Hildeberg |
FT
9/14/10 |
4 0
Hogan |
EX 4/6/09 0 0
Howard |
FT
7/31/12 |
0 0
Isaacs |
FT
8/18/09 |
5 3
Jessup |
FT
8/16/12 |
0 0
Karls |
FT
5/21/13 |
0 0
Kaufmann |
FT
7/26/10 |
1 1
Knuteson |
PT 4/6/09 0 0
Koch |
PT
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| 4/3/11 |
0 0
Lasek |
PT
4/15/13 |
0 0
Laszewski |
PT
9/20/10 |
0 0
Lawton |
FT
| 12/11/11 |
4 1
Lee |
FT 1/8/12 2 1
Lei |
FT
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| 11/29/10 |
0 0
Mahanez |
FT
5/3/10 |
4 2
Menendez |
PT 8/20/12 0 0
Meyer |
PT
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| 7/13/09 |
0 0
Miller |
FT 9/12/11 3 3
Nelson |
FT 9/12/11 4 3
Nevers |
FT 11/29/10 3 2
Nieland |
FT 12/4/12 0 0
Okanawa |
FT
9/7/09 |
7 3
Palmer |
FT
12/26/12 |
0 0
Patterson |
PT
6/26/11 |
0 0
Paulson |
PT
7/9/12 |
0 0
Peshek |
PT 12/11/11 0 0
Phman |
FT
11/12/12 |
0 0
Pia |
PT
8/8/12 |
0 0
Quinonese |
FT 1/21/13 0 0
Raab |
FT 5/4/09 4 2
Rabin |
FT 5/7/13 0 0
Ratcliffe |
FT
6/23/09 |
1 2
Raulings |
PT
9/4/11 |
0 0
Ricard |
PT
3/6/11 |
0 0
Roche |
FT 8/21/11 1 2
Rodriguez |
FT
| 4/16/12 |
2 1
Rosenblum |
FT
10/14/10 |
7 1
Roy |
PT 8/21/11 0 0
Ryan |
PT 3/4/13 0 0
Sanchez |
FT
4/30/12 |
0 2
Santoirre |
FT
8/29/11 |
2 2
Schorr |
CN 4/6/09 0 0
Shapiro |
CN 4/3/11 0 0
Sidney |
CN
1/17/12 |
0 0
Takayma |
FT 4/16/12 5 2
Tallard |
FT 4/3/11 4 0
Thomas |
PT
8/24/09 |
0 0
Tracy |
FT 1/7/13 0 0
Unlaughten |
PT 7/13/09 0 0
Vaughn |
FT
4/6/11 |
1 3
Veronese |
FT 5/14/12 5 1
Vos |
PT 7/13/09 0 0
Walters |
FT
5/31/10 |
5 3
Weigstein |
FT
10/29/12 |
0 0
Whitman |
FT
| 8/11/10 |
5 0
Whorle |
FT 5/7/13 0 0
Whyte |
FT
4/13/09 |
4 2
Williams |
PT
4/17/11 |
0 0
Woods |
FT
5/29/13 |
0 0
| Wu |
FT 8/11/10 6 2
Wu FT 5/15/11 7 1
Young |
FT
6/30/11 |
5 0
Zellner |
FT
11/4/10 |
0 2
Ziegler |
FT 11/29/10 7 3
Zou |
FT
6/28/10 |
0 0
Leave Summary
Vacation Leave Summary |
Vacation Days |
Number Eligible |
| Total |
Days
Days Remaining |
1
| 5-day |
5-day
None |
Total
Documentation
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| |
M-Fresh Water
| Com |
pany
Author: |
Date: |
Purpose: |
Calculate water bills for commercial businesses |
Quarterly Data
Customer Name |
Cust
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| Type |
Bill Waived |
Taxable |
Billing Year |
Gal Used |
Tax Rate |
3.5% |
Red Lake Chapter |
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| 2013 |
108300 |
Amity Church |
NPROFIT Yes No 2013
55160 |
Church of Christ |
NPROFIT Yes No 2013
32430 |
NM State Highway |
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| GOV |
No No 2013
95660 |
Spot Free Power Wash |
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| COM |
No Yes 2013
281200 |
CIT Apartment Complex |
COM No Yes 2013
257000 |
Housing Agency |
GOV No No 2013
23300 |
Pinon Pizza Edge |
COM No Yes 2013
81110 |
Department of Agriculture |
GOV No No 2013
2783000 |
Chevron Station |
COM No Yes 2013
1131600 |
O B Trailer Service |
COM No Yes 2013
360800 |
Red Mesa Express |
COM No Yes 2013
392600 |
Inscription House Irrigation |
GOV No No 2013
895300 |
Pure Lake Building |
COM No Yes 2013
59240 |
Assembly Of God Church |
NPROFIT Yes No 2013
41690 |
SD Natural Gas Company |
COM No Yes 2013
60870 |
Speedy’s |
COM No Yes 2013
34690 |
Window Pebble Apartments |
GOV No Yes 2013
51790 |
Press City PHS |
GOV No No 2013
3031700 |
Crown High School |
GOV No No 2013
990000 |
Watsons Hall |
COM No Yes 2013
82000 |
Agnew Avenue Church |
NPROFIT Yes No 2013
88840 |
Accent Landscaping |
COM No Yes 2013
319090 |
American Painting |
COM No Yes 2013
332000 |
Sandia Oil Company Inc. |
COM No Yes 2013
148590 |
NAPI Block Apartments |
COM No Yes 2013
442400 |
WRABC |
GOV No No 2013
2020300 |
Robson Bakery |
COM No Yes 2013
76700 |
Pays Inn |
COM No Yes 2013
178300 |
Wellness Center Inc |
COM No Yes 2013
217700 |
Van’s Trading Laundromat |
COM No Yes 2013
964500 |
Huge Industries |
COM No Yes 2013
28877 |
Huge Global Industries |
COM No Yes 2013
598600 |
Citizens Frontier |
COM No Yes 2013
56900 |
Blanding Stake |
NPROFIT Yes No 2013
238200 |
Elmor construction |
COM No Yes 2013
80530 |
DNA Office Complex |
NPROFIT Yes Yes 2013
38040 |
Energy Resources Board |
GOV No No 2013
26250 |
1st Baptist Church |
NPROFIT Yes No 2013
75490 |
Eastmoon Petroleum |
COM No Yes 2013
27800 |
9-12 Laundromat |
COM No Yes 2013
1863100 |
Ed’s Trading Post |
COM No Yes 2013
49000 |
Red Mesa Diner |
GOV No Yes 2013
40530 |
JWJ Mobile Home Park |
COM No Yes 2013
524900 |
Amarillo Trailer Park |
COM No Yes 2013
25200 |
CFK |
COM No Yes 2013
380460 |
Evan Carter Center Inc |
COM No Yes 2013
148174 |
Commision of Children and Youth |
GOV No Yes 2013
737000 |
Veterans Center |
COM No Yes 2013
41920 |
Business Affairs |
GOV No No 2013
3978000 |
Magore High School |
GOV No No 2013
1207700 |
Tema Health Clinic |
GOV No No 2013
415000 |
Cedar School |
GOV No No 2013
479400 |
Chaleta Apartments |
GOV No Yes 2013
73050 |
Environmental Quality |
GOV No No 2013
713400 |
Eagle Rock Professional Building |
COM No Yes 2013
41830 |
Van’s Trailer Court |
COM No Yes 2013
165900 |
Pinon Clinic X-ray |
GOV No No 2013
63200 |
Bulger Irrigation department |
GOV No No 2013
625200 |
Pic and Gun |
COM No Yes 2013
67270 |
Snowy PM Group |
NPROFIT Yes No 2013
83270 |
Pinon Housing |
GOV No Yes 2013
55000 |
Sunnyday Day Care |
GOV No Yes 2013
56495 |
PHS Irrigation |
GOV No No 2013
70600 |
The Nazarene Church |
NPROFIT Yes No 2013
84050 |
Balboo Mission |
NPROFIT Yes No 2013
118800 |
6-12 Trailer Court |
COM No Yes 2013
88600 |
Shipreck Burger King |
COM No Yes 2013
204380 |
David Henry Elementary |
GOV No No 2013
122800 |
Springs Trading Post |
COM No Yes 2013
44320 |
FDIHS |
GOV No No 2013
34100 |
Old Peabody TC |
COM No Yes 2013
2072000 |
Billing Rate
Type
| Bill Rate |
Roy: for each 1000 galllons used
Type Com NPROFIT GOV
COM
| $ 3.00 |
Bill Rate $ 3.00
| $ 2.00 |
| $ 1.50 |
NPROFIT $ 2.00
GOV $ 1.50
CASE 1
Data File needed for this Case Problem: Modem.xlsx
PC-Market Distribution Linda Klaussen works for PC-Market Distribution, a computer
supply store. She needs your help in designing an Excel workbook to enter purchase .
order information. She has already entered the product information on PC-Market’s line of
modems. She wants you to insert a lookup function to look up data from the product table.
The company also supports three shipping options that vary in price. She wants the
purchase order worksheet to be able to calculate the total cost of the order, including the
type of shipping the customer requests. She also wants to use advanced filtering to copy
, data on all modems under $50 to a new worksheet to review prices of the inexpensive
items. Finally, she wants to calculate average prices for each category of modems using a
Database function.
Complete the following:
1. Open the Modem workbook located in theTutorial.07\Case1 folder included with
your Data Files, save the workbook as PC Modem in the same folder, and then, in
the Documentation worksheet, enter the date and your name.
2. In the Purchase Order worksheet, Product ID numbers will be entered in cell B5.
Create a lookup function to display the product type in cell C7, the model name in
cell C8, and the price in cell C9. Product information is displayed in the Product List
worksheet.
3. If an incorrect product ID number is entered in cell B5, then cells C7, C8, and C9
will display the #N/A error value. Linda wants these cells to display the message
Product ID not found if the ID entered is not found.
4. Enter one of three shipping options offered by PC-Market (Standard, Express,
Over-, night) in cell B15. Set up an area in the range D40:E42 to store Standard
shipping costs $9.50, Express shipping costs $14.50, and Overnight shipping
costs $18.50. Use IF functions to display the costs of the shipping in cell C17. If an
invalid shipping option is entered in cell B15, then Invalid Shipping option should
appear in cell C17. If the Shipping option, cell B15, is blank, then cell C17 should
be blank. (Hint: The IF functions should reference the cells in the range D40:E42.)
5. Display the total cost of the product (price times quantity) plus shipping in cell Ci 9.
If the cell equals an error value (#Value), display the message Check Product ID,
Quantity, or Shipping option.
6. Test the worksheet using a product ID number of 1050, quantity 2, and the Express
shipping option.
7. In the Summary worksheet, use appropriate functions to determine the average
modem price and count for each modem type.
8. Save and close the workbook. Submit the finished workbook to your instructor,
either in electronic form, as requested.
CASE 2
Data File needed for this Case Problems: Leave.xlsx
Town of Baltic Adminstrative Office Alan Weltoh, HR Generalist, at the Town of Baltic
Administrative Office in Baltic, Indiana, has a workbook that tracks the amount of vacation
time and family leave used by each employee in the town. Alan needs to calculate how
much vacation and family leave each employee is eligible for. Then, he can subtract the
amount they have already used from that amount. He also wants to calculate the total
number of vacation and family leave days used by all employees, as well as the total
number of days remaining. The eligibility requirements for the different vacation and
family leave plans are as follows:
For vacation:
15 days for full-time employees who have worked 4 or more years
10 days for full-time employees who have worked 2 years but less than 4 years
5 days for full-time employees who have worked 1 year but less than 2 years
0 days for everyone else
For family leave:
5 days for full-time employees who have worked 1 or more years
3 days for full-time employees who have worked less than 1 year or for part-time
employees who have worked more than 1.5 years
0 days for everyone else
Use these eligibility requirements to calculate the available vacation and family leave time
for each employee.
Complete the following:
1. Open the workbook Leave located in theTutorial.07\Case2 folder included with
your Data Files, save the workbook as Baltic Leave in the same folder, and then
enter the date and your name in the Documentation worksheet.
2. In the LeaveData worksheet, create an Excel table from the range A5:J107, name
the Excel table as Leave, and then remove the filter arrows. Set the column width
for columns B through J to 10.
3. Calculate Years Employed in column D. Use Date Hired and current date (assume
7/1/2013, which is stored in cell Z6) and express length of time employed in years.
Use the formula (current date – date hired)/365.
4. In column E, enter a formula using nested IF and AND functions to determine the
number of vacation days (based on the vacation rules described previously) each
employee is eligible for based on the employee’s job status in column B and on the
Length of Time Employed in column D.
5. Subtract the amount of vacation used from the available vacation time, displaying
the remaining vacation time in column G for all employees.
6. In column H, enter a formula to determine each employee’s total family leave time
(based on the family leave rules described previously). (Use nested IF, AND, and
OR functions.)
7. To determine the remaining family time, subtract the used portion of the family
leave from their total family leave and display the results in column J.
8. In the Leave Summary worksheet, use a function to calculate the total number of
employees eligible for the different vacation leave plan. (Hint: An employee who is
eligible for the 15-day vacation leave will have the value 15 in column E of the
Leave Data worksheet.)
9. Enter formulas in the Vacation Leave Summary report to calculate the total number
of vacation days and days remaining for each vacation plan.
10. Calculate the total number of employees, total days, and days remaining in row 8
of the report you started in Step 9.
11. Save and close the workbook. Submit the finished workbook to your instructor,
either in electronic form, as requested.
Case Problem 3
Data File needed for this Case Problem: M-Fresh.xlsx
M-Fresh Water Company A small independent water company in Miami, Oklahoma,
M-Fresh Water Company provides water to its commercial customers throughout the
region, delivering the supply of water through pipelines, on-demand storage tanks, and
bottles. Customers of M-Fresh Water range from government offices to nonprofit
organizations to commercial retail shops and markets. Town regulations indicate that the
latter group of commercial customers is taxed on their usage, whereas nonprofit and
government offices are not. Furthermore, M-Fresh Water will, from time to time, choose to
waive a water bill based on its charitable giving policy.
Dawes Cado is in charge of the billing system that must take into account these business
rules and ensure accurate and on-time billing, which is completed each quarter.
Complete the following:
1. Open the M-Fresh workbook located in the Tutorial.07\Case3 folder included with
your Data Files, save the workbook as Water Bills in the same folder, and then
enter the date and your name in the Documentation worksheet.
2. In the Quarterly Data worksheet, create an Excel table for the range A1 :G73.
Name the table as WaterData. Remove the filter arrows. Format the Gal Used data
in the Comma Style number format with no decimal places. Add the following three
columns to the table: Water Bill, Tax, and Total Bill.
3. Calculate the Water Bill based on the following rules:
If a customer’s bill is waived, place 0 in the Water Bill column.
Gal Used (gallons used) must be greater than 25,000 gallons during the quarter;
otherwise, the water bill is 0.
For all other accounts, the billing rate varies based on the type of customer. The
billing rate is $3, $2, or $1.50 per thousand gallons used depending on the type of
customer (see the Billing Rate worksheet). For example, a commercial customer
using 75,000 gallons has a water bill of $225(75x$3), whereas a government
customer using 100,000 gallons pays $150(100x$1.50). A commercial customer
using 15,000 gallons has a water bill of 0.
4. Calculate Tax based on the following rule: If a customer is taxable, then multiply
the water bill times 3.5%; otherwise, the tax is 0. (Tax rate is stored in cell T1.)
5. Calculate the Total Bill amount using the following formula: Water Bill + Tax.
6. Improve the formatting of the number fields, and then insert totals for GalUsed
(average) and Total bill (sum). Make a copy of the Quarterly Data worksheet,
rename the copied worksheet Q2-6 and then return to the Quarterly Data
worksheet.
7. Use conditional formatting to highlight the top 15% of customers based on the total
bill. Use appropriate formatting. Filter the bills so only the top 15% are displayed.
Sort the largest first. Make a copy of the Quarterly Data worksheet, rename the
copied worksheet Q7 and then return to the Quarterly Data worksheet. Display all
records.
8. Insert a new worksheet and then create the Water Usage and Billing By Type of
Customer report (shown below). Rename the worksheet as Q8 Billing Summary.
Use conditional IF functions to prepare the report.
Customer Type Number of
Customers
Average Gallons
Used
Total Billed
Commercial 37 322,437 $ 37,043.12
Non-Profit 11 87,661 $ 224.18
Government 24 774,267 $ 27,901.44
Total 72 437,267 $ 64,168.74
9. Make a copy of the Quarterly Data worksheet, rename the copied worksheet
Q9-10. Management is considering eliminating the 25,000 gallon cutoff and bill
waivers. In the Quarterly Data worksheet use advanced filtering to copy all data for
waived customers or customers using 25,000 gallons or less to row 101 in the
Q9-10 worksheet.
10. Use the data you retrieved from Step 9 to calculate the lost revenue from waived
bills and customers with water usage below 25,000. Assume for the purposes of
the analysis that all water usage (25,000 gallon cutoff no longer exists) will be
billed. Prepare a report.
11. You want to know how many businesses are either churches, schools, or clinics.
Use the COUNTIF function to complete the report in a new worksheet named Q11
Type Institution. (Use the Excel Help function to research using the wildcard
characters as part of your criteria.) *
12. Save and close the workbook. Submit the finished workbook to your instructor,
either in electronic form, as requested.
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