Skip to ContentGo to accessibility pageKeyboard shortcuts menu
OpenStax Logo
Workplace Software and Skills

15.8 Mastering Workplace Software Skills: A Project

Workplace Software and Skills15.8 Mastering Workplace Software Skills: A Project

Table of contents
  1. Preface
  2. 1 Technology in Everyday Life and Business
    1. Chapter Scenario
    2. 1.1 Computing from Inception to Today
    3. 1.2 Computer Hardware and Networks
    4. 1.3 The Internet, Cloud Computing, and the Internet of Things
    5. 1.4 Safety, Security, Privacy, and the Ethical Use of Technology
    6. Chapter Review
      1. Key Terms
      2. Summary
      3. Review Questions
      4. Practice Exercises
      5. Written Questions
      6. Case Exercises
  3. 2 Essentials of Software Applications for Business
    1. Chapter Scenario
    2. 2.1 Software Basics
    3. 2.2 Files and Folders
    4. 2.3 Communication and Calendar Applications
    5. 2.4 Essentials of Microsoft 365
    6. 2.5 Essentials of Google Workspace
    7. 2.6 Collaboration
    8. Chapter Review
      1. Key Terms
      2. Summary
      3. Review Questions
      4. Practice Exercises
      5. Written Questions
      6. Case Exercises
  4. 3 Creating and Working in Documents
    1. Chapter Scenario
    2. 3.1 Navigating Microsoft Word
    3. 3.2 Formatting Document Layout in Microsoft Word
    4. 3.3 Formatting Document Content in Microsoft Word
    5. 3.4 Collaborative Editing and Reviewing in Microsoft Word
    6. 3.5 Document Design
    7. 3.6 Navigating Google Docs
    8. 3.7 Formatting Layout and Content in Google Docs
    9. 3.8 Collaborative Editing and Reviewing in Google Docs
    10. 3.9 Versions and Version History
    11. Chapter Review
      1. Key Terms
      2. Summary
      3. Review Questions
      4. Practice Exercises
      5. Written Questions
      6. Case Exercises
  5. 4 Document Preparation
    1. Chapter Scenario
    2. 4.1 Microsoft Word: Advanced Formatting Features
    3. 4.2 Working with Graphics and Text Tools in Microsoft Word
    4. 4.3 Managing Long Documents in Microsoft Word
    5. 4.4 Google Docs: Enhanced Formatting Features
    6. 4.5 Working with Graphics and Text Tools in Google Docs
    7. 4.6 Managing Long Documents in Google Docs
    8. Chapter Review
      1. Key Terms
      2. Summary
      3. Review Questions
      4. Practice Exercises
      5. Written Questions
      6. Case Exercises
  6. 5 Advanced Document Preparation
    1. Chapter Scenario
    2. 5.1 Creating Different Document Types in Microsoft Word
    3. 5.2 Mail Merge in Microsoft Word
    4. 5.3 Creating Forms in Microsoft Word
    5. 5.4 Creating Different Document Types in Google Docs
    6. 5.5 Creating Forms in Google Docs
    7. 5.6 Advanced Collaboration in Google Docs
    8. Chapter Review
      1. Key Terms
      2. Summary
      3. Review Questions
      4. Practice Exercises
      5. Written Questions
      6. Case Exercises
  7. 6 Preparing Presentations
    1. Chapter Scenario
    2. 6.1 Presentation and Design Essentials
    3. 6.2 Designing a Presentation in Microsoft PowerPoint
    4. 6.3 Formatting Microsoft PowerPoint Slides: Layout and Design Principles
    5. 6.4 Adding Visuals and Features to Microsoft PowerPoint Slides
    6. 6.5 Designing a Presentation in Google Slides
    7. 6.6 Creating Google Slides: Layout and Text
    8. 6.7 Adding Visuals and Features to Google Slides
    9. Chapter Review
      1. Key Terms
      2. Summary
      3. Review Questions
      4. Practice Exercises
      5. Written Questions
      6. Case Exercises
  8. 7 Advanced Presentation Skills
    1. Chapter Scenario
    2. 7.1 Effective Presentation Skills
    3. 7.2 Finalizing a Slide Collection
    4. 7.3 Preparing a Microsoft PowerPoint Collection for Presentation
    5. 7.4 Preparing a Google Slides Collection for Presentation
    6. Chapter Review
      1. Key Terms
      2. Summary
      3. Review Questions
      4. Practice Exercises
      5. Written Questions
      6. Case Exercises
  9. 8 Content Management Systems and Social Media in Business
    1. Chapter Scenario
    2. 8.1 What Are Content Management Systems?
    3. 8.2 Common Content Management Systems
    4. 8.3 Creating Content with a Content Management System
    5. 8.4 Search Engine Optimization
    6. 8.5 Social Media in Business
    7. Chapter Review
      1. Key Terms
      2. Summary
      3. Review Questions
      4. Practice Exercises
      5. Written Questions
      6. Case Exercises
  10. 9 Working with Spreadsheets
    1. Chapter Scenario
    2. 9.1 Microsoft Excel Basics
    3. 9.2 Text and Numbers in Microsoft Excel
    4. 9.3 Calculations and Basic Formulas in Microsoft Excel
    5. 9.4 Formatting and Templates in Microsoft Excel
    6. 9.5 Google Sheets Basics
    7. 9.6 Text and Numbers in Google Sheets
    8. 9.7 Calculations and Basic Formulas in Google Sheets
    9. 9.8 Formatting and Templates in Google Sheets
    10. Chapter Review
      1. Key Terms
      2. Summary
      3. Review Questions
      4. Practice Exercises
      5. Written Questions
      6. Case Exercises
  11. 10 Advanced Excel Formulas, Functions, and Techniques
    1. Chapter Scenario
    2. 10.1 Data Tables and Ranges
    3. 10.2 More About Formulas
    4. 10.3 Using Arithmetic, Statistical, and Logical Functions
    5. 10.4 PivotTables
    6. 10.5 Auditing Formulas and Fixing Errors
    7. 10.6 Advanced Formatting Techniques
    8. Chapter Review
      1. Key Terms
      2. Summary
      3. Review Questions
      4. Practice Exercises
      5. Written Questions
      6. Case Exercises
  12. 11 Advanced Excel Spreadsheets: Statistical and Data Analysis
    1. Chapter Scenario
    2. 11.1 Understanding Data, Data Validation, and Data Tables
    3. 11.2 Statistical Functions
    4. 11.3 What-If Analysis
    5. 11.4 PivotTables/Charts
    6. 11.5 Data Analysis Charts
    7. Chapter Review
      1. Key Terms
      2. Summary
      3. Review Questions
      4. Practice Exercises
      5. Written Questions
      6. Case Exercises
  13. 12 Using Excel in Accounting and Financial Reporting
    1. Chapter Scenario
    2. 12.1 Basic Accounting
    3. 12.2 Financial Functions in Microsoft Excel
    4. 12.3 Integrating Microsoft Excel and Accounting Programs
    5. Chapter Review
      1. Key Terms
      2. Summary
      3. Review Questions
      4. Practice Exercises
      5. Written Questions
      6. Case Exercises
  14. 13 Understanding and Using Databases
    1. Chapter Scenario
    2. 13.1 What Is a Database?
    3. 13.2 Microsoft Access: Main Features and Navigation
    4. 13.3 Querying a Database
    5. 13.4 Maintaining Records in a Database
    6. 13.5 Creating Reports in Microsoft Access
    7. 13.6 Creating Forms in Microsoft Access
    8. Chapter Review
      1. Key Terms
      2. Summary
      3. Review Questions
      4. Practice Exercises
      5. Written Questions
      6. Case Exercises
  15. 14 Advanced Database Use
    1. Chapter Scenario
    2. 14.1 Advanced Queries in Microsoft Access
    3. 14.2 Multiple Table Forms
    4. 14.3 Customizing Forms
    5. 14.4 Customizing Reports
    6. 14.5 Using Macros
    7. 14.6 Data Analysis and Integration
    8. Chapter Review
      1. Key Terms
      2. Summary
      3. Review Questions
      4. Practice Exercises
      5. Written Questions
      6. Case Exercises
  16. 15 Integrating Applications
    1. Chapter Scenario
    2. 15.1 Microsoft 365: Collaboration and Integration
    3. 15.2 Microsoft Word: Integration with Microsoft Excel and Microsoft Access
    4. 15.3 Microsoft Word and Microsoft PowerPoint Integration
    5. 15.4 Microsoft Excel and Microsoft PowerPoint Integration
    6. 15.5 Microsoft Excel and Microsoft Access Integration
    7. 15.6 Integrating Data from Other Programs into Google Workspace
    8. 15.7 New Developments: The Role of Artificial Intelligence
    9. 15.8 Mastering Workplace Software Skills: A Project
    10. Chapter Review
      1. Key Terms
      2. Summary
      3. Review Questions
      4. Practice Exercises
      5. Written Questions
  17. Index

Learning Objectives

By the end of this section, you will be able to:

  • Create an annual report and presentation using either Microsoft or Google programs
  • Present the annual report summary

Throughout this text, you have seen the capabilities of various programs in Microsoft 365 (Office) and Google Workspace. Along the way, you have learned new skills and refined existing knowledge. You are well on your way to mastering the programs discussed in this book. Now, let’s put those skills to the test. In this final section, you are tasked with developing an annual report for a subsidiary of WorldCorp, Lewis Enterprises, as well as creating an accompanying presentation. While creating these files, you will need to make tables and charts in a spreadsheet program. This comprehensive project will give you more practice of the major concepts covered in the text. You can create the files in either Microsoft or Google. You could even challenge yourself and create the files using both sets of programs. It is a good idea for you to be familiar with both Microsoft and Google programs, as you are likely to encounter both of them during your career. Follow the general outline that follows to create the annual report and presentation. Refer to the text for help along the way, as needed.

The Company

The company you are working with is called Lewis Enterprises (LE). LE is a U.S. regional company that was established fifteen years ago and has recently been bought by WorldCorp. LE specializes in computer software and hardware for small independent pharmacies. The company serves the Midwest region and has a strong customer base of independent pharmacies. They have had steady growth over the past several years. Each year, management in the company provides a summary of the company’s performance over the last three years and distributes it to all employees. This summary includes a document with accompanying discussion of the results as well as a presentation. The presentation is generally given during the company’s annual meeting that most employees attend. However, not all employees are able to attend the in-person meeting. The report and presentation must be done in a way that is accessible for employees who receive the information in other ways, including by video, electronically, and even as paper copies of the information.

The Assignment

What you are being asked to prepare is an internal annual report prepared for employees of the company, rather than for distribution to the public. Generally, internal annual reports tend to be less formal than annual reports prepared for stockholders and the public. The general purpose of an internal annual report is to help managers and employees understand how well the organization performed over the previous year or set of years, including successes, failures, and areas that need improvement. Internal annual reports are also critical tools for providing information needed for decision-making and forecasting. Keep this purpose in mind, and ensure that the report is prepared in a way that meets this purpose.

To prepare the annual report, you are given a file of sales data for 2020–2023 with forecasts for 2024 as well. Following the tasks outlined in the following sections, prepare the files for the annual meeting. As you work through the tasks, review the capabilities of the programs and practice ways to enhance the files with some of the tools available. For example, how might you incorporate WordArt or embed a video into the files? There are many ways to create the materials for the annual report while conveying the key points and delivering a professional, high-quality product.

Task 1: Preparing the Report

  1. Create a shared folder that includes the data file and share with at least one other person.
  2. Either use a template or create from scratch a shell of the annual report document with the following elements/headings:
    • Cover Page
    • Table of Contents
    • Introduction
    • Historical Performance
    • Year Overview
    • Data Analysis
    • Discussion of Results
    • Conclusions
  3. Be sure to include page numbers in your file and format headings appropriately so that you can add a table of contents later.
  4. Put the shell for the annual report in the shared folder.

Task 2: Formatting Data Files and Tables for the Report

  1. Using the data in the downloadable Annual Report Sales Data worksheet, summarize the sales data by year, by quarter, and by product.
  2. Create charts, graphs, and tables that you feel are appropriate to visually convey the trends you notice.
  3. Format the charts, graphs, and tables using a professional theme.

Task 3: Integrating Files for the Report

  1. Integrate the charts, graphs, and tables you created into the appropriate section in the document file.
  2. If necessary, format content for readability.
  3. Include other data as appropriate to create the picture of trends in the data.
  4. Be sure to add labels to your charts, graphs, and tables.

Task 4: Preparing the Presentation

  1. Create the shell of the presentation using a template or from scratch using appropriate slide layouts and titles. Be sure to include a title slide.
  2. Choose a professional theme for the presentation.
  3. Select images or objects to enhance the slides.

Task 5: Integrating Files for the Presentation

  1. Integrate the information from the document (report) and spreadsheet file into the presentation file.
  2. If necessary, format content for readability.

Task 6: Finalizing Files

  1. Thoroughly proofread all files and make edits.
  2. Add and format the table of contents.
  3. Include speaker’s notes to the presentation file.
  4. Prepare a handout of the key points to be distributed at the annual meeting.
  5. Link the data file to the document file and presentation file.
  6. Add finalized files to the shared folder and grant editing privileges to at least one collaborator.
  7. Share the files with your instructor with the appropriate editing privileges.
Citation/Attribution

This book may not be used in the training of large language models or otherwise be ingested into large language models or generative AI offerings without OpenStax's permission.

Want to cite, share, or modify this book? This book uses the Creative Commons Attribution License and you must attribute OpenStax.

Attribution information
  • If you are redistributing all or part of this book in a print format, then you must include on every physical page the following attribution:
    Access for free at https://openstax.org/books/workplace-software-skills/pages/1-chapter-scenario
  • If you are redistributing all or part of this book in a digital format, then you must include on every digital page view the following attribution:
    Access for free at https://openstax.org/books/workplace-software-skills/pages/1-chapter-scenario
Citation information

© Jan 3, 2024 OpenStax. Textbook content produced by OpenStax is licensed under a Creative Commons Attribution License . The OpenStax name, OpenStax logo, OpenStax book covers, OpenStax CNX name, and OpenStax CNX logo are not subject to the Creative Commons license and may not be reproduced without the prior and express written consent of Rice University.