BSBITU402A - Assessment 4

Produce complex spreadsheets

Description
This document provides you with the instructions for your final assessment.

Goals
Successful completion of this assessment will contribute evidence of your knowledge and skills in the following elements from the unit of competency: prepare to develop spreadsheets develop linked solutions automate and standardise spreadsheets use spreadsheets represent numerical data in graphic form.

Assessment guidelines
Before commencing this assessment it is recommended you read through all the content for this unit. It is important that all your tasks for this assessment are received together. Please complete all tasks in this assessment before submitting; your work will not be assessed if you submit partial assessment. Complete all assessment tasks below in a Microsoft Office compatible document or a PDF. If you need to provide supporting documentation please ensure it is in Microsoft Office or Office compatible document such as PDF. It is recommended that you include your name on each page of all documents you submit.

For more information on assessment procedures, appeals and recognition of prior learning please refer to the student handbook.

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Introduction
You have six (6) tasks to complete for this assessment. Before you begin we suggest you create a new folder on your computer and call it Complex Spreadsheet Tasks. You will progressively save your spreadsheet assessment work in this folder. Once you have completed all six (6) tasks, you should upload your work.

Important note about capturing screen images

In a number of tasks you need to capture before and after images of your work and paste these into a Word document. Things like toolbars and macros are specific to the Word application on your computer. To assess your work the Assessor will need to see an image of your computer screen both before and after you completed the task.

Taking a screen image

Step 1: Maximise the screen you want to copy, i.e. make sure it takes up the whole of your computer screen. Step 2: Press the Print Screen button on your keyboard. Step 3: In a Word document, press the Paste icon (or use Ctrl V) to see a picture image of your screen. Step 4: Dont forget to save your Word document containing the screen image/s.

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Task 1 Use headers, footers, formatting, formulas & charts

a) Open a new Excel workbook and save it as Excel Task 1. b) Insert the following column headings: First Name Surname Department Commencement Date Length of Employment Key Specialty Other Knowledge.

c) Insert at least three (3) rows of data in your spreadsheet. This information could be based on your workplace colleagues or you may choose to be creative and make up some details. d) Ensure your date format is '14-March-2011'. e) Insert a header showing your company name (this can be made up). f) Insert a footer that shows the filename and path.

g) At the bottom of the Length of Employment column calculate the following additional information using appropriate formulas. The average length of employment for all employees The shortest period of employment served by an individual employee The longest period of employment served by an individual employee.

h) Using the First Name and Length of Employment columns, create a 3-D column graph from this data. Place the graph underneath the table you have created. i) Save Excel Task 1 in your Complex Spreadsheet Tasks folder.

Task 2 Apply a format design and add a macro

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Note: This task requires you to capture screen images. If you need a reminder of how to do this, refer to the instructions provided on page 2.

a) Open Excel Task 1 and save as Excel Task 2.

b) Apply an auto format design to the spreadsheet. If you had already applied a format design element in Excel Task 1, then change it to a different design. c) Before you create your new macro, take a screen image of Excel and paste it into Sheet 2 of Excel Task 2. Change the tab name from Sheet 2 to Before shot. NB. Pasting an image into an Excel spreadsheet works the same as in Word. Once you have pressed Print Screen, open up Sheet 2 and use the Paste function. d) Create a global macro to set the print area & link it to a new icon on your toolbar. e) Take another screen image of Excel and paste it into Sheet 3 of Excel Task 2. Change the tab name from Sheet 3 to After shot. Task 3 Import and sort data

a) Open a new workbook and save it as Excel Task 3.

b) Locate the Company list you downloaded from the instructions screen for this task. If you did not download it yet, go back to instructions and download the Company list now.

c) Import the Company List file to a worksheet in Excel Task 3.

d) Apply a multiple sort function to the data by region, then by suburb and finally by company name, all in ascending order. e) Apply a SUBTOTAL function to the data for employees by region.

f) Save Excel Task 3 in your Complex Spreadsheet Tasks folder.

Task 4 Apply password protection

a) Open Excel Task 1 and SAVE AS Excel Task 4.

b) Apply password protection to your workbook that will ensure only those people who have the password will be able to access your file. Use the word (password) as the password.

c) Save Excel Task 4 in your Complex Spreadsheet Tasks folder.

Task 5 Link multiple sheets and use formulas

a) Open a new workbook and save it as Excel Task 5.

b) Follow the steps below to create your January financial data:
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i. In Sheet 1 create a simple spreadsheet for the month of January which has columns showing sales (excluding GST), costs and profits and rows displaying a number of products (e.g. pears, apples and bananas). ii. You can make up the figures you use. For example, sales of pears could be valued at $500; costs associated with pears could be $200, so your profit on pears would be $300, i.e. sales minus costs. Use a formula to calculate your profit figures. iii. Checkpoint: Make sure your spreadsheet has appropriate column and row headings showing sales, costs and profits across the top, and your products down the side. iv. You should then add a row to calculate the total sales, costs and profits for the month. You must use formulas to calculate the totals. NB. You will be using these monthly totals when you create your quarterly worksheet below. v. Change the label of Sheet 1 to January. vi. Create a pie chart showing the sales, costs and profits for one of the products. vii. Add the header January financial data to the pie chart and print it. c) Repeat the process in step (b) by creating two more worksheets in the same workbook. One will be for February data (Sheet 2) and one will be for March data (Sheet 3). d) Follow the steps below to create your Quarterly financial data: i. Create another worksheet (Sheet 4) and re-label it as Quarter. This quarterly worksheet will show the total sales, costs, and profit for January, February, and March. NB. As for your monthly worksheets, sales, costs and profits will be your columns, but this time your rows will be the months of January, February & March. ii. These totals should be taken from your monthly worksheets. To do this, you MUST use a link from the monthly sheets to the quarterly sheet. You may like to revisit the online training demonstration if you cant remember how to do this. iii. You should then add a row to calculate total sales, costs and profits for the quarter. You MUST use formulas to calculate the totals. e) Follow the steps below to calculate GST on your quarterly sales: i. First, on your quarterly worksheet, insert the GST rate of 10% in an empty cell. You are going to use this as an absolute cell reference for calculating your GST. ii. Create a new column called GST and calculate GST on your January, February and March sales figures. NB. You MUST use the absolute cell reference in your calculation. iii. Calculate your total quarterly GST amount. Task 6

Create a workplace TEMPLATE

a) Open a new workbook and save it as Excel Task 6. b) Create a template for a company invoice. (This may be for a real or imaginary company.)
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The invoice should contain the following fields: a. Invoice Number b. Date c. Company Name and Address

d. Company Logo (If using an imaginary company, select a suitable image of your choosing.) e. An area where Customer Name and Address can be entered f. Payment Terms

g. Products Purchased: i. ii. iii. Quantity Price Total Product Cost

h. Invoice Total before GST i. j. k. l. GST Invoice Total including GST Insert a footer into the worksheet which displays the file name Save Excel Task 6 in your Complex Spreadsheet Tasks folder.

c) Formulas should be applied to calculate the following: i. ii. iii. iv. Total Product Cost Invoice Total before GST GST Invoice Total including GST

Checkpoint: Make sure you have created a template, not an ordinary workbook.

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