CI2000 — Computer Fundamentals
Ultimate Medical Academy

Week 4 Assignment Guide

Collecting Data from the Blood Drive — Interactive Step-by-Step Walkthrough

5 Tasks 21 Steps 50 Points Click to Reveal
Sunnydale Blood Drive — Story Arc
The blood drive was a success! Now it is time to organize and analyze all the donor data in Excel.
Week 1: Communicate Week 2: Advertise Week 3: Train Staff Week 4: Track Data Week 5: Report Results
How to Use This Guide

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.

Your Progress
0 of 21 steps revealed 0%
What You Are Doing

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.

1
Create a New Workbook and Set Up Headers

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:
    1. Donor ID
    2. First Name
    3. Last Name
    4. Age
    5. Blood Type
    6. Time Slot
    7. Status
    8. Units Collected
Lesson Reference

If you are unfamiliar with the Excel interface, review Lesson 4.1 which covers the ribbon, cell references, and basic data entry.

2
Enter Donor ID Values (BD-001 through BD-042)

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
Auto Fill

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.

3
Fill In Donor Data (Names, Ages, Blood Types, etc.)

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
Common Mistake

Do not leave any cells blank. Every donor must have all 8 fields filled in. Blank cells will break your formulas in Task 3.

4
Apply Data Validation to Blood Type and Status Columns

Data Validation restricts what values can be entered in a cell. You need it on two columns:

For the Blood Type column:

  1. Select the entire Blood Type data range (E2:E43)
  2. Go to the Data tab on the ribbon
  3. Click Data Validation
  4. Under "Allow," choose List
  5. In the "Source" field, type the 8 blood types separated by commas: A+,A-,B+,B-,AB+,AB-,O+,O-
  6. Click OK

For the Status column: Repeat the same process on the Status data range, but use Successful,Deferred as your list source.

Tip

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.

What You Are Doing

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.

1
Format the Header Row

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"
Lesson Reference

Cell formatting, fill colors, and borders are covered in Lesson 4.1 under "Formatting Your Spreadsheet."

2
Apply Number Formatting and Adjust Columns

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
Common Mistake

If a column shows ### instead of data, it means the column is too narrow. Widen it until the full value is visible.

3
Apply Conditional Formatting for Deferred Donors

You need to make deferred donor rows visually stand out with a light red highlight:

  1. Select the entire data range (A2:H43)
  2. Go to Home tab → Conditional FormattingNew Rule
  3. Choose "Use a formula to determine which cells to format"
  4. 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
  5. Click Format, go to the Fill tab, and pick a light red color
  6. Click OK twice to apply
Think About It

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.

4
Freeze the Header Row

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 PanesFreeze 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.

Important

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.

1
Create the Summary Section

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
2
Build the SUM, AVERAGE, MIN, and MAX Formulas

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:

  1. Total units collected — Which function adds up a range of numbers? Apply it to the Units Collected column
  2. Average donor age — Which function calculates the mean? Apply it to the Age column
  3. Youngest donor — Which function finds the smallest value? Apply it to the Age column
  4. Oldest donor — Which function finds the largest value? Apply it to the Age column
Lesson Reference

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.

3
Build the COUNT and COUNTA Formulas

These two functions work differently — understanding the difference is part of what you are being graded on:

  • COUNT counts cells that contain numbers only
  • COUNTA counts 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 COUNT on a numeric column (like Age or Units Collected)
  • Use COUNTA on a text column (like First Name, Blood Type, or Status)

Label each one clearly so your instructor knows you understand the difference.

4
Build the COUNTIF Formulas for All 8 Blood Types

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
Common Mistake

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.

5
Build the IF Formula for Minor Donors

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
Lesson Reference

The IF function syntax is covered in Lesson 4.2. Remember: text values in formulas must be wrapped in quotation marks.

What You Are Doing

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.

1
Apply a Multi-Level Sort

A multi-level sort organizes data by one column first, then by a second column within each group:

  1. Click anywhere inside your data
  2. Go to Data tab → Sort (the button with the A-Z icon)
  3. In the Sort dialog, set the first level:
    • "Sort by" → Blood Type
    • "Order" → A to Z
  4. Click Add Level to add a second sort:
    • "Then by" → Last Name
    • "Order" → A to Z
  5. Make sure "My data has headers" is checked at the top
  6. 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.

Lesson Reference

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.

2
Apply AutoFilter to All Columns

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.

3
Filter for O+ Donors and Take a Screenshot

Now use AutoFilter to show only the O+ donors:

  1. Click the dropdown arrow on the Blood Type header
  2. Uncheck "Select All" first (this clears all checkboxes)
  3. Then check only "O+"
  4. Click OK — the spreadsheet should now show only O+ donors, with the other rows hidden

Now capture and paste the screenshot:

  1. Press Windows + Shift + S to open the Snipping Tool
  2. Select the area showing your filtered data (make sure the headers and all O+ rows are visible)
  3. Create a new sheet — right-click a sheet tab → Insert → name it "Filtered View"
  4. Click on cell A1 in the new sheet and press Ctrl+V to paste the screenshot
Don't Forget

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.

What You Are Doing

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.

1
Set the Print Area

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 AreaSet Print Area

This prevents Excel from printing blank columns or rows outside your data.

2
Set Orientation and Scaling

With 8+ columns, your data is wider than it is tall. Landscape orientation is the right choice:

  • Go to Page Layout tab → OrientationLandscape
  • 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
Tip

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.

3
Add Header and Footer Text

Headers and footers print at the top and bottom of every page:

  1. Go to Page Layout tab → click the small arrow in the bottom-right corner of the Page Setup group to open the dialog
  2. Click the Header/Footer tab
  3. Click Custom Header — in the center section, type: Sunnydale Blood Drive — March 15, 2026
  4. Click OK, then click Custom Footer
  5. 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
  6. Click OK twice to close
Lesson Reference

Print setup including headers, footers, orientation, and scaling is covered in Lesson 4.3.

1
Run Through the Final Checklist

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
2
Save and Submit

Save and submit your completed workbook:

  1. Press Ctrl+S to save
  2. Name the file LastName_Week4_BloodDrive.xlsx
  3. Make sure the file format is .xlsx (Excel Workbook), not .csv or .xls
  4. Upload through the LMS before the deadline
Common Mistakes to Avoid

• 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)