Experiment reports of MIS

Extended Learning Module D Decision

Analysis with Spreadsheet Software
(Use any excel file, not necessary the file of
XLMD_Customer.xls)
Task 1: Basic filter
List the steps by text as well as some screen shots. One task needs at least one page
and better not more than two pages.

Task 2: Custom filter

Task 3: Conditional formatting
Task 4: Pivot table
Task 5: Goal seek
Extended Learning Module J
Implementing a Database with Microsoft
Access
Task 1: Create Solomon Enterprises
Database
Task 2: Define Relationships within the
Solomon Enterprises Database
Task 3: Enter information into the
Solomon Database
Task 4: Create a simple and advance query
Task 5: Get a report
Task 6: Create a data input form
Table of Contents
Excel: basic data analysis................................................................................................................ 5
1. Basic filter........................................................................................................................... 5
2. Custom filter....................................................................................................................... 6
3. Conditional formatting....................................................................................................... 8
4. Pivot table.......................................................................................................................... 9
5. Goal seek.......................................................................................................................... 10
Access Database........................................................................................................................... 12
1. Create Solomon Enterprises Database.............................................................................. 12
2. Define Relationships within the Solomon Enterprises Database ......................................12
3. Enter information into the Solomon Database.................................................................15
4. Create a simple and advance query.................................................................................. 16
 Simple query................................................................................................................ 16
 Advanced Query........................................................................................................... 17
5. Get a report...................................................................................................................... 18
6. Create a data input form.................................................................................................. 19
Table of figures............................................................................................................................. 22
 Excel: basic data analysis
1. Basic filter

How to filter the data to get the latest purchase on top of the list:

 Select the column containing the order date first.

 Click on “sort & filter” on the HOME

tab

 Then click the “Sort Newest to oldest” (Figure 1)

 And the result is shown in the Figure 2

Figure 1: Sort Newest to Oldest

 Figure 2Result of basic filter

2. Custom filter

Display only the list of Pen that were sold:

 First of all, activate the filter to the column containing the “Item”

 And click the down arrow on top of the list


Figure 3 custom filter
  Then go on Text Filter > equals…Figure 3

 Now a dialog box shows up and you enter the name of the item in

the text field. Finally, click the “ok” button. Figure 4

Figure 4b Filter
3. Conditional formatting

Now, say that we want to highlight the purchase more than $200.

 Select the “Total” column,

 Click on Conditional formatting > Highlight Cell Rules >

Greater than. Figure 6

 Enter the condition into the text field after a dialog box appears,

here 200.Figure 5

 Now you can choose any formatting color and press enter.

Figure 6 set conditional formatting

Figure 5 edit condition

4. Pivot table

Now we want to count the number of each item sold, for that let’s use

pivot table.

 Let’s select the column Item first

 Now, click in the PivotTable in the INSERT tab,

 A window will appear, select existing worksheet

in the second group of radio button and click the button on the

right of the text

field to select the

location of the pivot table on the worksheet.

 And then Ok Figure 7 select the location of the pivot table

 Our pivot table is now still empty. Check the name of the

column in the right

side panel, and drag

and drop it in the

Values area.

 Now our pivot table

appear in the sheet.

Figure 8 Pivot table

5. Goal seek

We now want to know how many binder we need to sell to get

$10,000 as revenue. We use Goal seek for that.

 Let’s create a new table for that.

 Then the goal seek functionality need a cell containing a

formula to operate. Here the formula for the revenue is:

=PRODUCT(K18,L18) which is the product of the price and

the unit cost.

 Now select the revenue cell and open DATA > What-if

Analysis > Goal Seek…

Figure 9 Open goal seek dialog

 Now a dialog box will appear, enter the target value in the To

value text field,

select the unit

sold cell by

clicking the

right button in

Figure 10 Set goal seek the By

changing cell text input. After we click Ok, we can see that we

need to sell ~ 2004 binder to get $10,000.

 Access Database
1. Create Solomon Enterprises Database

 Obviously, the first step to create the database is to open

Microsoft Access.

 Click on “Blank desktop database”

 Enter the name of the database in the

dialog box and then click Create.

Figure 11 Create new database

2.

Figure 12 enter database name

Define Relationships within the Solomon Enterprises Database

A new empty table is already created so to edit it, right click on the name

of the table in the left panel then click on Design View. A dialog window

with an entry will

appear to set the name of the

table, and then Ok.

Now, enter the name and data type of all of the attribute in each rows. The

first row is for the primary key.

Figure 13 set data types

Figure 14 Create new table

We now have our first table set up.

To create the second table, the steps

are the same, except now we need

to go to CREATE > Table first.

Then follow the previous steps.

Figure 15 all created tables

To define the relationships between the tables. Go to DESIGN >

Relationships and then add all the table into the area.

Let’s now define the relation between the customer table and the order

table. Just drag and drop the primary key of the customer table into the

order table and a window will pop up to define the relationship. Choose

the customer_number in the order table as it is the primary key that refer

to the customer_number of the customer table, then click on create.

Figure 16 Set the relation

The method is similar to link the other table, just make sure that the

foreign key and the id of the table it refers to has the same data type.
Figure 17 Final result

3. Enter information into the Solomon Database

To fill the tables, just double click the name of the table on the left panel

and fill out each row according to the required values and data type.

Somme table need to be filled before the other, like the table supplier

have to be filled before we fill the table raw_material because the

supplier id is a foreign

key on the

raw_material table.

Figure 18 Input data

4. Create a simple and advance query

 Simple query

To create a simple query, simply go to the CREATE > Query Design,

A window will show up to choose the table involved in our query

Figure 21

Let’s say we want to query a customer that has the id: 2345.

In the query builder, we can select the customer_number (Figure 19)

and add the criteria, 2345 in our case. We can select more field to make

our result more readable, add customer name for example. Figure 20

Figure 19 Select field name

Figure 21 Select table for query

Now we can check the result of our query by clicking on View >

Datasheet View.

 Advanced Query

Let’s say we want to know the name the employee who deliver the order

10000 and the type of the truck that will be used, query involve 3 tables,

the table order and the

table employee and the

truck table.

The steps are similar to

the previous one except

this one, we need to

select 3 tables.

Figure 22 select 3 table for complex query

 Figure 23 Set criteria

Figure 24 The result of complex query

5. Get a report

Let’s now create a simple report based on our last query.

To do that, open CREATE > Report and then basic report will appear

showing the result of our advanced query. We can customize the style of

our report using the tools in the DESIGN tab.

Figure 25 Report
6. Create a data input form

 First, go to CREATE > Form Wizard

 Select the table or query that we want to create a form for. In our

case, we want to create form to add new customers.

Figure 26 Create form| Select table

Now add the fields that we want to uses in the right box.

Figure 27 Create Form| Add fields

 After that, click next.

 We can now customize our form to get a better look, using the
 available toolsets.

Figure 28 Customize Form

Now let’s add some button to facilitate our form

manipulation.

 There is a tool to add a button on the DESIGN tab.

  After we click that button, we can draw a new button anywhere in

our form and a window wizard will show up to set the properties of

our new button. Select the function we want to set, and hit Next.

Figure 29 Add button | Set function

 Next, set the text of our button and click next

Figure 30 Add button | set text

 Finally, set the name of the button, and Finish.

After a little improvement, we get our final form, with next, previous, and

save record button.

Figure 31 Final Form

 Table of figures
Figure 1: Sort Newest to Oldest...................................................................................................... 5
Figure 2Result of basic filter........................................................................................................... 6
Figure 3b Filter............................................................................................................................... 7
Figure 4 custom filter...................................................................................................................... 7
Figure 5 edit condition.................................................................................................................... 8
Figure 6 set conditional formatting................................................................................................. 8
Figure 7 select the location of the pivot table................................................................................. 9
Figure 8 Pivot table......................................................................................................................... 9
Figure 9 Open goal seek dialog..................................................................................................... 10
Figure 10 Set goal seek................................................................................................................. 11
Figure 11 Create new database..................................................................................................... 12
Figure 12 enter database name.................................................................................................... 12
Figure 13 Create new table........................................................................................................... 13
Figure 14 set data types................................................................................................................ 13
Figure 15 all created tables........................................................................................................... 13
Figure 16 Set the relation............................................................................................................. 14
Figure 17 Final result.................................................................................................................... 15
Figure 18 Input data..................................................................................................................... 15
Figure 19 Select field name........................................................................................................... 16
Figure 20....................................................................................................................................... 16
Figure 21 Select table for query.................................................................................................... 16
Figure 22 select 3 table for complex query...................................................................................17
Figure 23 Set criteria..................................................................................................................... 18
Figure 24 The result of complex query.......................................................................................... 18
Figure 25 Report........................................................................................................................... 18
Figure 26 Create form| Select table.............................................................................................. 19
Figure 27 Create Form| Add fields................................................................................................ 19
Figure 28 Customize Form............................................................................................................ 20
Figure 29 Add button | Set function............................................................................................. 20
Figure 30 Add button | set text..................................................................................................... 21
Figure 31 Final Form..................................................................................................................... 21