Excel Workshop TasksPMY8110 · School of Pharmacy
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Self-study unit

Live workshop · Research Skills and Methods

Eight tasks, one worksheet each

Everything in the self-study unit, applied to batch data from a paracetamol 500 mg tablet product. Tasks 1 to 7 take about an hour between them; task 8 is there if you want to push further. Work at your own pace and ask as you go — this is not a test.

Download the workbook

Before you start
  • Open the starter workbook in desktop Excel and save a copy with your name in the filename. Excel for the web will do most of this, but not the chart formatting.
  • Read the Start here sheet — it has a route map and the Windows/Mac differences.
  • Type only in the shaded cells marked EDIT. Everything else, including the Check columns, is already built.
  • The Check answers sheet is a live status board for all eight tasks. Glance at it whenever you want to know where you are.
If you see #NAME? in task 4

Your Excel is older than 2021 and does not have XLOOKUP. Use =INDEX(return_range,MATCH(lookup_value,lookup_range,0)) instead — it does the same job and the Worked workbook shows both. Tell whoever is running the session; it is worth knowing how many people it affects.

The tasks

1

Navigate, repair and format

Sheet: T1 Format & Navigate

7 min

Core weights for twenty tablets from batch PT-2601, target 550.0 mg. The extract was pasted out of a report, and two of the weights came across as text. Excel will not count them, and it will not tell you.

Do this

  1. Select B7 and read the Name Box and Formula Bar.
  2. Freeze the top row so the headings stay visible (View > Freeze Panes).
  3. AutoFit columns A and B (Home > Format > AutoFit Column Width).
  4. Find the two weights stored as text and repair them. Hint: look at which cells are left-aligned.
  5. Apply one decimal place to the whole weight column.
  6. Select B7:B26 and read the count and average off the Status Bar.
  7. Answer the three questions in the EDIT cells.
You should getTwenty numeric values, and a mean core weight of 550.16 mg — within 1 mg of the 550.0 mg target. A mean of 550.08 means neither text cell has been repaired; 550.04 or 550.21 means you have found one of the two.
2

Relative, absolute and mixed references

Sheet: T2 Referencing

8 min

Two blocks. First, deviation from a single target weight — the classic case for locking a reference. Then a dilution grid, where one formula has to fill in two directions at once.

Block A — deviation from target

  1. In C9, calculate the deviation of the tablet weight from the target in C5.
  2. In D9, calculate the weight as a percentage of target. Format it as a percentage.
  3. Fill both down to row 18. If the answers drift as you fill, the target reference is not locked.

Block B — the dilution grid

  1. Stock concentrations run down column G; dilution factors run across row 9.
  2. Write one formula in H11 that divides the stock by the dilution factor, then fill it across to K and down to row 14.
  3. You will need one reference with its column locked and another with its row locked.
You should getDeviation for tablet 1 of −1.80 mg. Grid corners of 50.0, 5.0, 500.0 and 50.0 µg/mL.
3

Functions and logical tests

Sheet: T3 Functions & Logic

8 min

Uniformity of content for two batches, ten units each, as a percentage of label claim. PT-2601 was released and PT-2602 was not. Make the spreadsheet say why. The in-house criterion for this exercise: every unit between 85.0% and 115.0%, and %RSD no greater than 6.0%.

Do this

  1. Label each unit Within or Outside using IF with AND. Fill down both columns.
  2. In the summary block, calculate the mean, standard deviation and %RSD for each batch.
  3. Count the units outside the 85–115% window with COUNTIFS.
  4. Write a verdict formula that returns Pass or Fail from those two results.
You should getPT-2601: mean 99.90%, %RSD about 3.0%, no units outside — Pass. PT-2602: mean 95.70%, %RSD about 8.6%, one unit outside — Fail.

Two things to get right. Use STDEV.S, not STDEV.P — ten units are a sample of the batch. And %RSD is SD ÷ mean; if you format that cell as a percentage, do not multiply by 100 as well.

4

XLOOKUP, exact and banded

Sheet: T4 XLOOKUP

8 min

A batch formulation lists raw material codes; you need the material name, function and supplier pulled across from the approved-materials table. Then six blends need banding by flow character from their Carr's index — a different kind of lookup entirely.

Block A — exact match

  1. Use XLOOKUP to return the material, function and supplier for each code. Lock the lookup and return ranges so the formula fills down cleanly.
  2. One code is not on the approved list. Use the fourth argument so that cell reads Not approved rather than #N/A.

Block B — banded match

  1. Calculate Carr's index for each blend: (tapped − bulk) ÷ tapped × 100.
  2. Use XLOOKUP with match_mode = −1 to return the flow character from the table of lower limits.
You should getRM-9999 returning Not approved. Flow characters of Good, Passable, Excellent, Poor, Good and Very, very poor. Look closely at BL-05: its Carr's index is 15.86%, which bands as Good — round it to a whole number first and you would get the wrong answer.
5

Describing a set of results

Sheet: T5 Descriptive Stats

10 min

Dissolution at 45 minutes, twelve vessels per batch. Both batches have respectable means. Only one of them would you release. Your job is to produce the numbers that show the difference.

Do this

  1. Fill the summary block for both batches: n, mean, median, standard deviation, minimum, maximum, range, %RSD, standard error of the mean, and the 95% confidence interval half-width.
  2. Count the vessels falling below 85% released.
  3. Build the reported result as a text formula: mean ± CI.
  4. Write one sentence saying which batch you would release and on what evidence.
You should getPT-2601: 93.3 ± 1.2% (mean ± 95% CI, n = 12), %RSD about 2.0%, no vessels below 85%. PT-2602: mean 88.8%, %RSD about 4.2%, two vessels below 85%.
Which SD function, and which CONFIDENCE function?

STDEV.S — twelve vessels are a sample of the batch, not the whole batch. With n = 12 the difference from STDEV.P is about 4%: small enough that nothing will look wrong, consistent enough to be wrong every time.

CONFIDENCE.T — you estimated the SD from a small sample, so the t distribution is correct. CONFIDENCE.NORM assumes you already know the population SD, which you never do.

6

Calibration and back-calculation

Sheet: T6 Calibration

10 min

Six paracetamol standards by HPLC, from 2 to 100 µg/mL, and one sample. One tablet was made up to 500 mL, then 5 mL of that was diluted to 100 mL. Label claim is 500 mg. Work out the assay, and make every step auditable.

Do this

  1. Calculate the slope, intercept, R² and standard error of the fit. Remember: y range first, then x.
  2. Fill the fitted-area column — you will plot it as the fitted line in task 7.
  3. Back-calculate the sample in four visible stages: concentration injected, concentration in the stock solution, milligrams per tablet, and percentage of label claim.
  4. Estimate LOD and LOQ from the standard error of the fit.
You should getR² above 0.9999, and an assay of about 99.2% of label claim — comfortably inside a 95–105% specification. LOD around 0.22 µg/mL and LOQ around 0.68 µg/mL.

Worth stopping on. Your R² is 0.999997. Ask yourself what that does not tell you — about accuracy, about specificity, and about a sample that reads 180 µg/mL when your top standard was 100.

7

Building and judging charts

Sheet: T7 Charts

10 min

Two charts, both of which you will build again in your dissertation. Excel's defaults will get you about 60% of the way; the rest is the part that makes a figure publishable.

Chart A — the calibration plot

  1. XY scatter of concentration against peak area, from the T6 sheet, markers only.
  2. Add your fitted-area column as a second series, formatted as a line with no markers.
  3. Title, both axis titles with units, and keep the legend — you have two series.

Chart B — the dissolution profile

  1. XY scatter with straight lines and markers, plotting both batch means against time.
  2. Add custom error bars pointing at each batch's SD column. Do not use the "Standard Deviation" preset — it calculates a single value from the plotted series instead of using your per-point SDs.
  3. Set the y axis from 0 to 100 and say in the caption that the bars are ± 1 SD, n = 12.

Then

  1. Answer the four chart-choice questions at the bottom of the sheet, one word each.
  2. Score both of your charts against the visual checklist in the right-hand panel.
You should getChart choices: Scatter, Scatter, Column, Column. Both time and concentration are real numeric scales with uneven spacing, which is exactly why a Line chart would distort them.
8

Comparing two batches

Sheet: T8 Compare Batches · stretch task

8 min

Assay results for two batches, ten determinations each. They differ by 2.8% of label claim. The interesting question is not whether that is statistically significant — it is — but what you should do about it.

Do this

  1. Calculate the mean and standard deviation for each batch, and the difference in means.
  2. Run F.TEST to compare the two variances and see how similar the spreads are.
  3. Run a two-tailed, two-sample T.TEST. The sheet asks for type 2; section 10 explains why many statisticians now reach for type 3 (Welch) by default whatever the F-test says.
  4. Answer the two yes/no questions, then write one sentence: would you reject PT-2603?
You should getAn F-test p-value around 0.45 — the variances are similar, so type 2 is reasonable. A t-test p-value around 0.000002. Both batch means sit inside a 95–105% specification.

The point of the task. A p-value of 0.000002 means the difference is real and easily detectable. It does not mean the difference matters. Both batches are in specification, so this is a process trend worth understanding, not a failure. Collect enough data and almost any difference becomes significant — which is why you report the size of the difference alongside the p-value, never the p-value alone.

Where each task comes from

TaskSheetSkillsSelf-study
1T1 Format & NavigateNavigation, text-formatted numbers, number formatsSections 1–4
2T2 ReferencingRelative, absolute and mixed referencesSection 6
3T3 Functions & LogicAVERAGE, STDEV.S, COUNTIFS, IF and ANDSection 7
4T4 XLOOKUPExact and banded XLOOKUP, if_not_foundSection 8
5T5 Descriptive Statsn, mean, SD, %RSD, SEM, 95% CISection 9
6T6 CalibrationSLOPE, INTERCEPT, RSQ, STEYX, LOD and LOQSection 11
7T7 ChartsXY scatter, fitted series, error bars, chart choiceSection 12
8T8 Compare BatchesF-test, two-sample t-test, interpretationSection 10

If you finish early

Getting help

During the session, ask — that is what it is for. Afterwards, when you report a problem it helps enormously to say: which sheet you were on, whether you are on Windows or a Mac, the formula you typed, and what happened compared with what the task said to expect.