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Lonsdale Institute PTY LTD Assessment Task FNS40217 Cert IV Accounting
BSBITU402 Develop Complex Spreadsheets dBSBITU402 Develop Complex Spreadsheets Assessment #
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Assessment Type
Project
Due Date
Assessment Conditions This is an assessment that may be worked on in study time and as homework. Assessment presentation should be completed in a manner that is appropriate to professional business reporting. All sections and requirements of the assessment task must be included. Feedback may be sought prior to submission. Where necessary include forms, pictures, charts etc. may be added as attachments
Assessment Submission Requirements
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[email protected] [email protected] ALL assessments must be sent to NO students are to email assessments to their trainer only Your email message and assessment MUST have the following details: EMAIL SUBJECT: (Add Unit code) _ (Add Trainer’s Name) _ Assessment Submission EMAIL CONTENT: Please find attached *assessments tasks for the unit: (Unit code)
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Student Name: Student ID: The Unit Code: Assessment type (Project and/or Activity) : Trainer name
IMPORTANT NOTE: * Business students MUST attach both assessment tasks for each unit. ATTACHMENT TITLE: (add Unit Code) _ (Add Assessment Type) _Student Name
Assessments will only be accepted if the above instructions above are followed
All assessments MUST be submitted as per submission dates (please refer to your training log ) Late submissions and re submission policy will apply (please refer to your training log)
Re-submissions If you receive NYC for your assessment you must make the necessary adjustments and re-submit. Please rename your file with RESUB1 /RESUB2 etc. It is important to do this to distinguish between the old file and the new one with the adjustments
Declaration of Authenticity The above named student, confirm that by submitting, or causing the attached assignment/s to be submitted, to Lonsdale Institute Pty Ltd, I have not plagiarised any other person’s work in this assignment and except where appropriately acknowledged, this assignment is my own work, has been expressed in my own words, and has not previously been submitted for assessment. I do understand and accept the consequences of academic misconduct according to Lonsdale’s Policies and Procedures.
TA102 FO Assessment Task 10 TA102 PP Assessment Management (SNR1.8-1.12) (ESOS 14.2)
Page 1 of V5 Oct 2016 Lonsdale Institute Pty Ltd Provider ID 21915 CRICOS Code 02836F
Lonsdale Institute PTY LTD Assessment Task FNS40217 Cert IV Accounting
BSBITU402 Develop Complex Spreadsheets
Scenario Breeze Appliances have three branches across Australia: Melbourne, Sydney and Brisbane. Every quarter, eachand branch is required to calculate the next salespage). commission each sales achieves each month sendmanager this information to head office (see At head office the person sales information is collated into one spreadsheet for analysis. A template will be required requir ed for the recording and calculation of sales and commission for each branch. Head office also requires a template to analyse the sales data received from each branch.
Requirements Part 1 A workbook template will be created that will record and calculate th the e data for each branch shown on the next page. (The data for each branch must be recorded in a separate workbook.)
Completed
Use the Spreadsheet Plan on page 4 to sketch this template.
Import the text file called Commission Rates.txt into a new workbook. Name the worksheet Commission Rates.
Create a named range for the commission rates data.
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The Commission Rates data is used to look up the % commission each sales person will receive. This percentage will then be used to calculate the commission for each month, based on monthly sales.
Insert a new sheet before the Commission Rates worksheet. Name the new sheet Sales.
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Sales worksheet, calculate the commission each sales person will receive On the each month.
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Each month if a sales person equals or exceeds a 12 % commission target, they receive an additional bonus of $1,250. Insert a column for each month to determine if the sales person will receive the bonus. (This can be achieved by combining an IF and a VLOOKUP statement.) The commission target and the amount of bonus on offer will vary every quarter. Ensure that this is taken into account when designing the spreadsheet by positioning the bonus amount and the % commission target in separate cells at the top of the worksheet data.
Columns must be wide enough to display data properly.
Include a header containing the file name of the workbook.
Today’s date and a Branch name area must appear on the worksheet. (The branch
name will be filled in when the template is used.)
TA102 FO Assessment Task 10 TA102 PP Assessment Management (SNR1.8-1.12) (ESOS 14.2)
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Lonsdale Institute PTY LTD Assessment Task FNS40217 Cert IV Accounting
BSBITU402 Develop Complex Spreadsheets
Calculate the total sales for each month.
Save the workbook file as a template with an appropriate file name in the co correct rrect templates folder. Note that macros are required in the template.
A summary of the sales for each of of the three months recorded must appear appear on the worksheet. This summary must include average, maximum and minimum calculations for each month. All figures must be rounded to the nearest $100.
Format the spreadsheet so it is clear and easy to read. Use Calibri Calibri font in keeping with the organisation’s house style. Format currency columns to two decimal places.
Check all that formulae work correctly.
Ensure that the workbook template is set up to automate all calculations so that user only needs to enter the sales data for each month.
Ensure users cannot enter data data in formula cells by protecting the these se cells.
Develop a macro that will sort all sales persons into alphabetical order. order.
Develop a macro that that will print only the sales summary information.
Assign these two macros to buttons at the top of the worksheet.
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Part 2
Using the template created in Part 1 produce a workbook for each branch using using the data shown below.
Ensure all data is checked to ensure accurate input.
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Each saved with an appropriate file name in your working working folder.workbook should be saved Ensure the sales person data is sorted into alphabetical alphabetical order and summary information is printed for each workbook.
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TA102 PP Assessment Management (SNR1.8-1.12) (ESOS 14.2)
V5 Oct 2016 Lonsdale Institute Pty Ltd Provider ID 21915 CRICOS Code 02836F
Lonsdale Institute PTY LTD Assessment Task FNS40217 Cert IV Accounting
BSBITU402 Develop Complex Spreadsheets
S ales ales Data Melbourne Branch
Brisbane Branch
Sales person Gibbons, Barry
Jan
Feb
2,450.00
3,680.00
Pascoe, Ian
8,890.00
Walters, Denise Stringer, Lee
Mar
3,360.00
Sales person Carter, Richard
Jan 3,990.00
Feb 2,770.00
Mar 2,980.00
9,770.00
7,988.00
Tait, Lee
6,980.00
5,670.00
6,120.00
4,765.00
6,750.00
7,420.00
Penfold, Alison
8,915.00
7,830.00
7,680.00
7,680.00
6,995.00
5,600.00
Warner, Scott
4,880.00
5,990.00
6,350.00
5,050.00
5,620.00
4,987.00
4,325.00
Mahoney, Andrew Leonard, Jill
6,235.00
5,790.00
7,320.00
5,990.00
5,415.00
Cotton, Ian
5,425.00
3,785.00
4,060.00
Knott, Delia Thompson, James Ritchie, Ross
4,730.00
5,450.00
6,740.00
7,988.00
8,664.00
6,950.00
Gordon, Marie
6,750.00
7,889.00
8,745.00
Sydney Branch Sales person Shields, David
Jan
Feb
Mar
9,850.00
8,360.00
7,670.00
Fisher, Harry
7,550.00
5,990.00
5,685.00
Kennedy, Frank
6,665.00
7,150.00
6,360.00
Irvine, Kim
4,380.00
4,890.00
5,120.00
Taylor, Pam
6,550.00
5,695.00
4,360.00
Dickson, John
5,670.00
6,755.00
6,430.00
Sinclair, Mark
6,558.00
5,830.00
5,325.00
Henderson, Tina
7,330.00
6,990.00
7,120.00
TA102 FO Assessment Task
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TA102 PP Assessment Management (SNR1.8-1.12) (ESOS 14.2)
V5 Oct 2016 Lonsdale Institute Pty Ltd Provider ID 21915 CRICOS Code 02836F
Lonsdale Institute PTY LTD Assessment Task FNS40217 Cert IV Accounting
BSBITU402 Develop Complex Spreadsheets
Spreadsheet Plan
TA102 FO Assessment Task
Page 5 of
10
TA102 PP Assessment Management (SNR1.8-1.12) (ESOS 14.2)
V5 Oct 2016 Lonsdale Institute Pty Ltd Provider ID 21915 CRICOS Code 02836F
Lonsdale Institute PTY LTD Assessment Task FNS40217 Cert IV Accounting
BSBITU402 Develop Complex Spreadsheets
TA102 FO Assessment Task
Page 6 of
10
TA102 PP Assessment Management (SNR1.8-1.12) (ESOS 14.2)
V5 Oct 2016 Lonsdale Institute Pty Ltd Provider ID 21915 CRICOS Code 02836F
Lonsdale Institute PTY LTD Assessment Task FNS40217 Cert IV Accounting
BSBITU402 Develop Complex Spreadsheets
Part 3 Create a workbook template that will display the total sales for each month from each branch. Completed Use the Spreadsheet P Plan lan on the next page to sketch this template. □
Columns must be wide enough to display data properly.
Include a header containing the data (to the right) and footer with the file name in the lower right corner.
Use Calibri font in keeping with the organisation’s house style.
Save the workbook file as a template with an appropriate file name in the co correct rrect templates folder.
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Total each column and row to determine the total sales for each month and each branch.
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Create a chart that displays the sales for each branch over over the three month period. Use an appropriate chart type and add a title. Insert the chart on a new worksheet and rename the sheet appropriately.
Create a chart that displays the total sales for each branch. Use an appropriate appropriate chart type that will show which branch has the larger percentage of sales against all other branches. Use appropriate data labels and add a chart title. Explode the largest segment. Insert the chart on a new worksheet and rename the sheet appropriately.
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Part 4
Using the template created in Part 3 produce a workbook using the data data from the workbooks created in Part 2.
The w workbook orkbook should be saved with with an appropriate file name in your working folder.
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TA102 FO Assessment Task 10 TA102 PP Assessment Management (SNR1.8-1.12) (ESOS 14.2)
Page 7 of V5 Oct 2016 Lonsdale Institute Pty Ltd Provider ID 21915 CRICOS Code 02836F
Lonsdale Institute PTY LTD Assessment Task FNS40217 Cert IV Accounting
BSBITU402 Develop Complex Spreadsheets
Spreadsheet Plan
TA102 FO Assessment Task
Page 8 of
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TA102 PP Assessment Management (SNR1.8-1.12) (ESOS 14.2)
V5 Oct 2016 Lonsdale Institute Pty Ltd Provider ID 21915 CRICOS Code 02836F
Lonsdale Institute PTY LTD Assessment Task FNS40217 Cert IV Accounting
BSBITU402 Develop Complex Spreadsheets
TA102 FO Assessment Task
Page 9 of
10
TA102 PP Assessment Management (SNR1.8-1.12) (ESOS 14.2)
V5 Oct 2016 Lonsdale Institute Pty Ltd Provider ID 21915 CRICOS Code 02836F
Lonsdale Institute PTY LTD Assessment Task FNS40217 Cert IV Accounting
BSBITU402 Develop Complex Spreadsheets
TA102 FO Assessment Task
Page 10 of
10
TA102 PP Assessment Management (SNR1.8-1.12) (ESOS 14.2)
V5 Oct 2016 Lonsdale Institute Pty Ltd Provider ID 21915 CRICOS Code 02836F
