iLAB OVERVIEW Scenario/Summary You work with the XYZ Corporation Charitable Trust allows you to demonstrate your expertise with Excel. The trust is sponsoring an auction and you have received a list of all donors who have contributed to this auction. The list was pulled from the Corporation’s database as a comma separated text file. You have been asked to create a letter that will go out to each of the contributors that will accept their donation. Tickets to the event will be enclosed. The letter requires that you provide the following pieces of information: Full Name and Address First Name Donated Item Value Number of tickets requested Deliverables Your will turn in one Excel spreadsheet and two Word documents. You will locate the following files in DocSharing (Lab Materials folder): wk4_trust.txt and wk4_trust_letter.docx. You will submit the following three items: one Excel spreadsheet (Lab4_yourlastname.xlsx) one Word document showing 25 letters (Lab4_yourlastname.docx) and one Word document showing 25 labels (Lab4_yourlastname_labels.docx). When submitting the Excel workbook and the Word documents provide a comment in the Dropbox comments area explaining what you learned from completing this lab activity. Required Software Microsoft Office: Excel 2010 You have three options for accessing Microsoft Excel 2010: Use a copy installed on your PC. From the iLab. Click the link in the top right of this page: “Connect to the iLab here”. For additional information about connecting to the iLab click the iLab page under Course Home. From a campus or center use the computers located in the labs. Note: If you are using the Software Store to get your free copy of Excel you will not see Excel 2010 version available. The 2013 version is available and you should be able to complete the assignments using this version. iLAB STEPS STEP 1: Import text file into a spreadsheet and clean up data (20 points) Back to Top Download the Lab 4 Step 1 Instructions. Import the text file into Excel and save as lab4_yourlastname.xlsx. Import only the data you will need for your letter. Separate the first and last names into two columns so that you may use the first name in a Mail Merge. Make sure the fields are named LastName and FirstName. Check the accuracy of all data by using the Spelling tool in the Proofing group. Add a documentation sheet that provides a spreadsheet title author date and purpose. Format the documentation sheet by applying a professional color scheme to the text. Ensure that the sheet tab is named Documentation and that the documentation sheet is the first sheet in the workbook. (To get help on creating a documentation sheet refer to Lab 1 Step 1.) How to use the lab videos Please do not rely solely on the videos to complete this week’s lab. The videos may not exactly match the official lab instructions and may not show all the steps required. For full credit follow the written instructions on the main iLab page and the linked Step-By-Step guides. Check your work against the screen shots in the written instructions and the Lab and Project Grading Criteria provided in Doc Sharing. The videos can still help you by showing operations that are similar to but not exactly the same as those needed for the lab. Use the videos as a rough visual guide but not as your only source of directions. If you have any questions please post in the Q & A Forum or contact your instructor. Transcript This video walks through the current step(s) in this week’s Lab. The video may provide alternative ways of completing steps and may not cover all required steps. It is provided as a tool to help you but please ensure that you have completed all steps as described in the instructions and Step-by-Step guides. ** Please be patient when loading these videos as they can be large. STEP 2: Create Merge Document (15 points) Back to Top Download the Lab 4 Step 2 Instructions. Open the wk4_trust_letter document in Word. Make sure that the document is in the same folder as the Excel spreadsheet. This will make it easier to work with the two documents during the Merge process. Merge information from your Excel spreadsheet into the Word document. Your completed Merge will look like the following when complete: 9/27/2007 XYZ Corporation Charitable Trust 123 Adams Street Pittsburgh PA 15697 Shelly Martin 123 North Street Pittsburgh PA 15697 Dear Shelly Thank you for your generous donation to the XYZ Corporation Charitable Trust Fundraiser. We are delighted to accep the following donation: Item: Massage Item Value: $50.00 Enclosed you will find the 2 tickets you requested for this Fundraising event which will take place on Friday October 24 2007. We will be looking forward to seeing you and giving your personal thanks. Thank you again for you support of the fund. The proceeds will support international annual rescue efforts. With Special thanks Jeoffrey McMillan Charitable Trust President XYZ Corporation Accept all spelling suggestions in the document and save document as Lab4_yourlastname.docx. Transcript This video walks through the current step(s) in this week’s Lab. The video may provide alternative ways of completing steps and may not cover all required steps. It is provided as a tool to help you but please ensure that you have completed all steps as described in the instructions and Step-by-Step guides. ** Please be patient when loading these videos as they can be large. STEP 3: Create Address Labels (15 points) Back to Top Create labels for the letters. The XYZ Corporation wishes to use mailing labels to address the envelopes. They own 8 1/2 x 11″ sheets of label paper with 1″ by 4″ labels which they purchased from Office Depot. Download the Lab 4 Step 3 Instructions. Create a new file for printing labels. Merge data from your Excel spreadsheet into the new label document. Submit your completed workbook and the two Word documents (merged letters and merged labels) to the Dropbox. Make sure you post a comment about what you learned when submitting the files. Transcript This video walks through the current step(s) in this week’s Lab. The video may provide alternative ways of completing steps and may not cover all required steps. It is provided as a tool to help you but please ensure that you have completed all steps as described in the instructions and Step-by-Step guides. ** Please be patient when loading these videos as they can be large. 9/24/2007XYZ Corporation Charitable Trust123 Adams StreetPittsburgh PA 15697DearThank you for your generous donation to the XYZ Corporation Charitable Trust Fundraiser. We are delighted to accept the following donation:Item:Item Value:Enclosed you will find the ___ tickets you requested for this Fundraising event which will take place on Friday October 24 2007. We will be looking forward to seeing you and giving our personal thanks.Thank you again for your support of the fund. The proceeds will support international animal rescue efforts.With special thinks Jeoffrey McMillanCharitable Trust President XYZ Corporation
