Click each task to expand it, then click each step to reveal detailed instructions. This guide walks you through the process without giving you the answers — you still need to create your own original work. The formulas and data are yours to build. Complete each step before moving to the next one.
You are building the foundation of your workbook: a donor tracking sheet with 42 records across 8 columns, plus Data Validation to restrict entries in two columns. Think of this as the "database" that everything else in the assignment depends on.
Open Microsoft Excel and create a new blank workbook.
- Right-click the Sheet1 tab at the bottom and rename it to "Donor Data"
- In Row 1, type your 8 column headers across cells A1 through H1:
- Donor ID
- First Name
- Last Name
- Age
- Blood Type
- Time Slot
- Status
- Units Collected
If you are unfamiliar with the Excel interface, review Lesson 4.1 which covers the ribbon, cell references, and basic data entry.
You need 42 Donor IDs in column A, from BD-001 to BD-042.
- Type BD-001 in cell A2
- Type BD-002 in cell A3
- Select both cells (A2:A3), then use the fill handle (the small square at the bottom-right corner of the selection) — drag it down to row 43
- Excel should recognize the pattern and auto-fill BD-003, BD-004, and so on through BD-042
The Auto Fill feature was covered in Lesson 4.1. If the fill handle does not increment correctly, make sure you selected two cells so Excel can detect the pattern.
You need to create realistic data for all 42 donors. Here are the rules to follow:
- First Name & Last Name: Make up realistic names — use a variety
- Age: Range from 17 to 65+. Include at least 1–2 donors under 18 (you will need them for the IF formula in Task 3)
- Blood Type: Use all 8 types (A+, A−, B+, B−, AB+, AB−, O+, O−). Distribute them realistically — O+ and A+ are the most common
- Time Slot: Morning (9–11), Midday (11–1), or Afternoon (1–3). Spread donors across all three
- Status: 38 donors are "Successful" and exactly 4 are "Deferred". Spread the deferred donors across different time slots
- Units Collected: Enter 1 for successful donors, 0 for deferred donors
Do not leave any cells blank. Every donor must have all 8 fields filled in. Blank cells will break your formulas in Task 3.
Data Validation restricts what values can be entered in a cell. You need it on two columns:
For the Blood Type column:
- Select the entire Blood Type data range (E2:E43)
- Go to the Data tab on the ribbon
- Click Data Validation
- Under "Allow," choose List
- In the "Source" field, type the 8 blood types separated by commas:
A+,A-,B+,B-,AB+,AB-,O+,O- - Click OK
For the Status column: Repeat the same process on the Status data range, but use Successful,Deferred as your list source.
After applying Data Validation, each cell in those columns will show a small dropdown arrow. Click it to see the allowed values. This is covered in Lesson 4.1.
You are making the spreadsheet look polished and professional — the kind of document you would hand to a clinic director. Good formatting also makes data easier to read and reduces errors.
Select the entire header row (A1:H1) and apply these formats:
- Bold the text (Ctrl+B)
- Apply a fill color — choose a professional color like dark blue, navy, or teal from the paint bucket icon on the Home tab
- If you use a dark fill, change the font color to white so the text is readable
- Add borders — select the header cells, click the Borders dropdown on the Home tab, and choose "All Borders" or "Bottom Border"
Cell formatting, fill colors, and borders are covered in Lesson 4.1 under "Formatting Your Spreadsheet."
Make sure your data displays correctly:
- Age column: Should display as whole numbers (no decimals). Select the Age cells, right-click, choose Format Cells, then Number with 0 decimal places
- Units Collected: Same — whole numbers (0 or 1)
- Column widths: Double-click the border between column headers (the letters at the top) to auto-fit, or drag to manually adjust. No text should be cut off or truncated
If a column shows ### instead of data, it means the column is too narrow. Widen it until the full value is visible.
You need to make deferred donor rows visually stand out with a light red highlight:
- Select the entire data range (A2:H43)
- Go to Home tab → Conditional Formatting → New Rule
- Choose "Use a formula to determine which cells to format"
- Think about which column contains the Status value and write a formula that checks if that cell equals "Deferred." Remember: when you write the formula, the cell reference for the Status column should use a $ sign on the column letter (absolute column reference) but NOT on the row number, so the rule applies correctly to every row
- Click Format, go to the Fill tab, and pick a light red color
- Click OK twice to apply
Why use a formula-based rule instead of "Format cells that contain"? Because you want to highlight the entire row, not just the Status cell. The formula approach lets you base the formatting of one cell on the value of another cell in the same row. This is covered in Lesson 4.1.
Freezing the header row keeps it visible while you scroll through 42 rows of data:
- Click on cell A2 (the first data cell, just below the headers)
- Go to View tab → Freeze Panes → Freeze Top Row
- Scroll down to verify — row 1 should stay pinned at the top
If it did not freeze correctly, go back to View → Freeze Panes → Unfreeze Panes and try again.
This is the highest-point task. Every formula must be live — meaning it references actual cells, not hard-coded numbers. Your instructor will click on each formula cell to verify it contains a real formula. If you type "38" instead of using =SUM(...), you will lose points.
Decide where to put your summary. You have two good options:
- Option A: Below the data on the same sheet — skip a row after row 43, then start your labels in column A and formulas in column B
- Option B: On a new sheet — right-click the sheet tab, choose "Insert," and name the new sheet "Summary"
Either way, set up a clean layout with labels in one column (describing what the formula calculates) and formulas in the next column. For example:
- Row: "Total Units Collected" → [formula here]
- Row: "Average Donor Age" → [formula here]
- And so on for each required calculation
Start with the straightforward aggregate formulas. For each one, think about:
- Which column contains the data you need to calculate?
- What is the range? Your data starts in row 2 and ends in row 43
You need these calculations:
- Total units collected — Which function adds up a range of numbers? Apply it to the Units Collected column
- Average donor age — Which function calculates the mean? Apply it to the Age column
- Youngest donor — Which function finds the smallest value? Apply it to the Age column
- Oldest donor — Which function finds the largest value? Apply it to the Age column
All four of these functions are covered in Lesson 4.2. Each takes a single range as its argument — for example, =FUNCTIONNAME(D2:D43) where D is the column letter.
These two functions work differently — understanding the difference is part of what you are being graded on:
COUNTcounts cells that contain numbers onlyCOUNTAcounts cells that contain any non-empty value (text or numbers)
Think about which columns contain numbers and which contain text. Apply each function to an appropriate column:
- Use
COUNTon a numeric column (like Age or Units Collected) - Use
COUNTAon a text column (like First Name, Blood Type, or Status)
Label each one clearly so your instructor knows you understand the difference.
You need 8 separate COUNTIF formulas — one for each blood type. Think about what COUNTIF needs:
- First argument: The range to search (the Blood Type column)
- Second argument: The value to count (the specific blood type, in quotes)
Set up a clean layout, for example:
- A+ count → [formula]
- A− count → [formula]
- B+ count → [formula]
- ... and so on for all 8 types
Make sure the text in your COUNTIF criteria matches exactly what you typed in the data cells. "O+" is not the same as "O +" (with a space). Also watch out for minus signs — use the same character in both places.
The IF function checks a condition and returns one value if true and another if false. You need it to flag donors under 18.
Think about how IF works:
- First argument (test): A comparison that checks if the age is below 18
- Second argument (if true): The text "Minor — verify consent"
- Third argument (if false): Leave it blank or use "" (empty text)
Where should you put this formula?
- You could add a new column (column I) next to the data with a header like "Consent Flag"
- Write the formula in the first data row, then copy it down to all 42 rows using the fill handle
The IF function syntax is covered in Lesson 4.2. Remember: text values in formulas must be wrapped in quotation marks.
Sorting and filtering are core Excel skills for organizing data. You will sort the data two levels deep and then use AutoFilter to isolate a specific blood type — a common task in medical office work.
A multi-level sort organizes data by one column first, then by a second column within each group:
- Click anywhere inside your data
- Go to Data tab → Sort (the button with the A-Z icon)
- In the Sort dialog, set the first level:
- "Sort by" → Blood Type
- "Order" → A to Z
- Click Add Level to add a second sort:
- "Then by" → Last Name
- "Order" → A to Z
- Make sure "My data has headers" is checked at the top
- Click OK
After sorting, your data should be grouped by blood type (A−, A+, AB−, AB+, B−, B+, O−, O+), and within each group, last names should be alphabetical.
Multi-level sorting is covered in Lesson 4.3. The key concept is that the first sort level takes priority, and the second sort level only applies within tied groups.
AutoFilter adds dropdown arrows to your headers, allowing you to filter the view by any column value:
- Click anywhere inside your data table
- Go to Data tab → click Filter
- You should see small dropdown arrows appear on each header cell in row 1
That is it! AutoFilter is now active. You will use it in the next step.
Now use AutoFilter to show only the O+ donors:
- Click the dropdown arrow on the Blood Type header
- Uncheck "Select All" first (this clears all checkboxes)
- Then check only "O+"
- Click OK — the spreadsheet should now show only O+ donors, with the other rows hidden
Now capture and paste the screenshot:
- Press Windows + Shift + S to open the Snipping Tool
- Select the area showing your filtered data (make sure the headers and all O+ rows are visible)
- Create a new sheet — right-click a sheet tab → Insert → name it "Filtered View"
- Click on cell A1 in the new sheet and press Ctrl+V to paste the screenshot
After taking the screenshot, go back to the Donor Data sheet and clear the filter (click the Blood Type dropdown and re-check "Select All"). Your final saved file should show all 42 donors, not just O+. The filtered view lives only on the screenshot sheet.
Even though most work is digital, knowing how to set up a spreadsheet for printing is an essential office skill. Dr. Martinez may want to print the donor report for the Red Cross meeting.
The print area tells Excel exactly which cells to print:
- Select the range that includes your headers, all 42 data rows, and the summary section
- Go to Page Layout tab → Print Area → Set Print Area
This prevents Excel from printing blank columns or rows outside your data.
With 8+ columns, your data is wider than it is tall. Landscape orientation is the right choice:
- Go to Page Layout tab → Orientation → Landscape
- For scaling: Page Layout tab → in the "Scale to Fit" group, set Width to 1 page
- Leave Height as "Automatic" — let Excel use as many pages as needed vertically
Use Print Preview (Ctrl+P) to check how it looks. All 8 columns should fit on one page width without being too tiny to read.
Headers and footers print at the top and bottom of every page:
- Go to Page Layout tab → click the small arrow in the bottom-right corner of the Page Setup group to open the dialog
- Click the Header/Footer tab
- Click Custom Header — in the center section, type: Sunnydale Blood Drive — March 15, 2026
- Click OK, then click Custom Footer
- For page numbers in the footer, click in the center section and use the Insert Page Number button followed by text like "of" and the Insert Number of Pages button. This creates the "Page 1 of 2" format automatically
- Click OK twice to close
Print setup including headers, footers, orientation, and scaling is covered in Lesson 4.3.
Before saving, verify every requirement is met:
- 42 donor records with all 8 columns filled in — no blank cells
- Exactly 4 deferred donors with 0 units
- Data Validation dropdowns appear on Blood Type and Status columns
- Headers are bold with fill color and borders
- Conditional formatting highlights deferred rows in light red
- Header row is frozen (scroll down to test)
- All formulas are live — click on each formula cell and verify the formula bar shows a formula, not a plain number
- All 8 blood type COUNTIF results are present
- IF formula flags minors correctly
- Data is sorted by Blood Type, then Last Name
- AutoFilter dropdowns visible on headers
- "Filtered View" sheet has the O+ screenshot
- Print settings: landscape, 1 page wide, header text, page numbers in footer
Save and submit your completed workbook:
- Press Ctrl+S to save
- Name the file LastName_Week4_BloodDrive.xlsx
- Make sure the file format is .xlsx (Excel Workbook), not .csv or .xls
- Upload through the LMS before the deadline
• Pasting values over formulas (your instructor checks for live formulas)
• Leaving the filter active on the Donor Data sheet (clear it so all 42 rows show)
• Missing the "Filtered View" sheet with the O+ screenshot
• Forgetting Data Validation on Blood Type or Status columns
• Saving as .csv (this loses formatting, formulas, and multiple sheets)