Accounting Information Systems Assignment

Back to Assignment List

Accounting Information Systems

A step-by-step Excel assignment designed for Accounting Information Systems courses.

This presentation is a structured, step-by-step Excel tutorial designed for Accounting Information Systems courses. Across 40 guided stages, students build, analyze, validate, and secure a multi-worksheet workbook using Excel features commonly applied in accounting, internal controls, data analysis, and auditing environments. The assignment emphasizes practical spreadsheet skills, data integrity, compatibility considerations, and professional file management—preparing students for both real-world accounting tasks and Microsoft Office Specialist certification exam objectives.

  • Excel Skills for Accounting & Audit Analysis
    • Creating and managing workbooks in multiple formats (.xlsx, .xltx, .xls, .pdf)
    • Importing and transforming external data using Power Query
    • Working with structured Excel Tables and structured references
    • Building audit logic using functions such as:
      • CONCAT
      • MATCH, ISNA, NOT
      • XLOOKUP
      • COUNTIFS
    • Generating dynamic summaries with modern Excel functions:
      • UNIQUE, SORT
      • HSTACK and VSTACK
      • FILTER
      • Spilled ranges (# operator)
    • Identifying post-termination logins and validating exception results
  • Data Visualization and Analysis
    • Creating PivotTables to summarize audit results
    • Adding Sparklines for trend analysis
    • Building and formatting chart sheets
    • Creating chart-ready ranges from dynamic arrays
    • Designing professional reports for distribution
  • File Management, Controls & Distribution
    • Creating workbooks from Excel templates (.xltx)
    • Saving files in legacy formats (.xls) and reviewing compatibility
    • Using the Compatibility Checker
    • Inspecting files with the Document Inspector
    • Setting workbook properties (Title, Subject, metadata)
    • Protecting worksheets and workbook structure
    • Hiding worksheets appropriately
    • Exporting reports to PDF

This assignment covers approximately 25% of the material tested on the Microsoft Office Specialist Excel Certification exam. Students are ready to sit for the certification exam after completing this assignment.

Step 1: Record your 4-digit Spreadsheet ID

The Spreadsheet ID is used throughout the assignment to help ensure each student submits unique work.

  • Students: Your Spreadsheet ID appears on your dashboard.
  • Faculty/Teaching Assistants: You may use any 4-digit number as your Spreadsheet ID.

Step 2: Complete the assignment alongside the instructional video

Choose the tutorial that matches your Excel environment:

  • FALL 2025 ONLY: If you began this assignment using a previous version of the video, please continue with the legacy version and legacy handouts to ensure the steps align. Otherwise use the revised video listed above.

  • FALL 2025 ONLY: If you began this assignment using a previous version of the video, please continue with the legacy version and legacy handouts to ensure the steps align. Otherwise use the revised video listed above.
  • View background on why this assignment requires Excel for Windows or Mac.

Step 3: Submit your completed spreadsheets and PDF file via your dashboard and then complete the quiz

return to your dashboard

Keep these tips in mind to ensure clean submission of your work:

  • Close Excel completely before attempting to upload your work.
  • Make use of the alternate submission methods if needed.

How This Assignment Is Graded

An automated tool is used to grade your work based on completion and accuracy, including partial points for incorrect steps. Your instructor determines how scores are applied toward course credit.

Need help?

FAQs

Click here to access of list of frequently asked questions about this assignment.

Support

Support is email-based. In rare instances Zoom meetings are available when issues cannot be resolved otherwise.

Copyright 2026 StudentsExcel // Privacy Policy