386d0b34aed4cbd49c0705a44842e3f2 bsbitu402 unit assessment pack 3docx

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Assessment​ ​Task​ ​1​ ​-​ ​Unit​ ​Knowledge​ ​Test​ ​(U1KT) Instructions: ● ● ● ● ● ●

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This​ ​is​ ​an​ ​individual​ ​assessment.

The purpose of this assessment task is to assess the students’ knowledge essential to develop​ ​and​ ​use​ ​complex​ ​spreadsheets​ ​in​ ​a​ ​range​ ​of​ ​contexts​ ​and​ ​industry​ ​settings.

To make full and satisfactory responses you should consult a range of learning resources, other​ ​information​ ​such​ ​as​ ​handouts​ ​and​ ​textbooks,​ ​learners’​ ​resources​ ​and​ ​slides.

All​ ​questions​ ​must​ ​be​ ​answered​ ​in​ ​order​ ​to​ ​gain​ ​competency​ ​for​ ​this​ ​assessment.

You​ ​may​ ​attach​ ​a​ ​separate​ ​sheet​ ​if​ ​required.

You must include the following particulars in the footer section of each page of the attached sheets: o Student​ ​ID​ ​or​ ​Student​ ​Name o Unit​ ​ID​ ​or​ ​Unit​ ​Code o Course​ ​ID​ ​or​ ​Course​ ​Code o Trainer​ ​and​ ​assessor​ ​name o Page​ ​numbers You​ ​must​ ​staple​ ​the​ ​loose​ ​sheets​ ​together​ ​along​ ​with​ ​the​ ​cover​ ​page.

You​ ​must​ ​attach​ ​the​ ​loose​ ​sheets​ ​chronologically​ ​as​ ​per​ ​the​ ​page​ ​numbers.

Correction fluid and tape are not permitted. Please do any corrections by striking through the​ ​incorrect​ ​words​ ​with​ ​one​ ​or​ ​two​ ​lines​ ​and​ ​rewriting​ ​the​ ​correct​ ​words.

Resources​ ​required​ ​to​ ​complete​ ​the​ ​assessment​ ​task: ● , ● ● ● ● ● ● ●

Internet MS​ ​Word Printer​ ​or​ ​e-printer Adobe​ ​acrobat/reader Learning​ ​management​ ​system Access​ ​to​ ​office​ ​equipment​ ​and​ ​software Access​ ​to​ ​samples​ ​of​ ​data​ ​for​ ​inclusion​ ​in​ ​spreadsheets.

Questions: Question 1: In order to attain a comfortable, productive and safe work environment, what organisational​ ​requirements​ ​would​ ​you​ ​recommend​ ​each​ ​for​ ​the​ ​following: a. Posture-​ ​Activity-​ ​Exercise​ ​(Ergonomics) b. Lightning,​ a​ ir​ ​and​ ​noise​ ​conservation​ ​techniques c. Work​ ​style,​ p ​ eriods​ ​and​ ​breaks

Explain​ ​the​ ​requirements​ ​for​ ​each​ ​of​ ​the​ ​following​ ​in​ ​100-200​ ​words.

Question 2: “Sustainability in the office helps to reduce the expenses, making (you)feel good and look good”. Write down some tips which could make this statement clearer and more understandable​ ​in​ ​50-100​ ​words

Question​ ​3:​ ​Explain​ ​ways​ ​to​ ​conserve​ ​energy​ ​for​ ​the​ ​following​ ​areas​ ​in​ ​50-100​ ​words​ ​each. a) Transportation b) Thermostat​ ​management c) Food d) ​ ​Computer​ ​usage Question 4: Why is consistency so important in design/layout? List three (3) points about in support of​ ​consistency​ ​in​ ​design/layout.

Question​ ​5:​ ​Discuss​ ​the​ ​importance​ ​of​ ​a​ ​smooth​ ​documentation​ ​work​ ​flow​ ​process​ ​in​ ​50-100​ ​words.

Question 6: What is a macro? What function can you perform with the help of a macro. Write your answer​ ​in​ ​100-150​ ​words.

Question 7: Define the term template and explain why templates are important? Give an example of a​ ​template.​ ​(Explain​ ​in​ ​100-200​ ​words)

Question​ ​8:​ ​The​ ​following​ ​is​ ​the​ ​report​ ​of​ ​a​ ​company’s​ ​turn​ ​over​ ​per​ ​year.

Illustrate this through pictorial view In MS-Excel with the heading of annual turnover per year and the​ ​sum​ ​of​ ​all​ ​revenue​ ​(turnover)​ ​from​ ​2000​ ​to​ ​2012.

Question 9: Why are charts useful when displayed alongside the data set and why it is important to choose​ ​the​ ​correct​ ​type​ ​of​ ​chart​ ​to​ ​display​ ​different​ ​data​ ​sets?

Explanation​ ​of​ ​reasonable​ ​adjustments​ ​strategy​ ​used​ ​(If​ ​required)

Question 10: How can you create a macro? Explain ion 250-300 words and use the images where required.

Question 11: As per the organisational policy, company A wants their financial data to be processed in​ ​MS​ ​Excel

​ ​You​ ​are​ ​required​ ​to​ ​prepare​ ​the​ ​following​ ​reports​ ​in​ ​MS-Excel: Cash​ ​receipts​ ​journal Cash​ ​Payment​ ​journal Following​ ​are​ ​the​ ​given​ ​transactions: Customer​ ​A​ ​sends​ ​a​ ​check​ ​for​ ​a​ ​prior​ ​sale,​ ​paying​ ​$10,357.55​ ​and​ ​taking​ ​a​ ​$102.55​ ​sales​ ​discount; You​ ​make​ ​a​ ​cash​ ​sale​ ​for​ ​$452; Customer​ ​B​ ​sends​ ​a​ ​check​ ​for​ ​a​ ​prior​ ​sale,​ ​paying​ ​$6,120; You​ ​are​ ​paid​ ​$3,000​ ​in​ ​principal​ ​and​ ​$155​ ​in​ ​interest​ ​on​ ​a​ ​note.

Paid​ ​$455​ ​for​ ​office​ ​equipment; Paid​ ​$1,200​ ​for​ ​purchases; Paid​ ​$2,000​ ​to​ ​Supplier​ ​A​ ​against​ ​accounts​ ​payable,​ ​taking​ ​a​ ​purchases​ ​discount​ ​of​ ​$225; Paid​ ​$1,125​ ​for​ ​purchases; Paid​ ​$765.50​ ​to​ ​Supplier​ ​B​ ​against​ ​accounts​ ​payable.

Complete the attached templates, make sure that the structure and format is as per the given format​ ​and​ ​organisational​ ​requirements.

You​ ​must​ ​use​ ​Excel​ ​formulas​ ​to​ ​calculate​ ​the​ ​given​ ​outputs​ ​of​ ​data.

Question12: Below given is an Excel sheet with scattered data in it. Examine the data meticulously and​ ​explain​ ​how​ ​to​ ​use​ ​the​ ​MsgBox​ ​function​ ​with​ ​this​ ​data​ ​set.​ ​Write​ ​answer​ ​in​ ​150-200​ ​words.

Question13: Below are the sales record of the music company. Create two different spreadsheets.

Explain the procedure in 200-250 words that you used and provide a screenshot of MS Excel to do the​ ​following: a) Change​ ​the​ ​names​ ​of​ ​both​ ​sheets​ ​to​ ​east,​ ​west b) Consolidate​ ​the​ ​data​ ​of​ ​both​ ​sheets​ ​on​ ​3rd​ ​ ​ ​sheet c) Link​ ​both​ ​the​ ​worksheets d) Save​ ​the​ ​workbook​ ​on​ ​a​ ​removable​ ​drive e) Print​ ​the​ ​consolidated​ ​sheet

Question 14: A spreadsheet is a mixture of text, graphics and mathematics. What impact does the formatting and design of a spreadsheet have on demonstrability and readability of data? Write your answer​ ​in​ ​100-150​ ​words.

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Please note, academic standards of the unit/course will not be lowered to accommodate the needs of any student, but there is a requirement to be flexible about the way in which it is delivered​ ​or​ ​assessed.

The Disability Standards for Education requires institutions to take reasonable steps to enable the student with a disability to participate in education on the same basis as a student​ ​without​ ​a​ ​disability.

Trainer/Assessor must complete the section below “Reasonable Adjustment Strategies Matrix” to ensure the explanation and correct strategy have been recorded and implemented.

Trainer/Assessor must notify the administration/compliance and quality assurance department​ ​for​ ​any​ ​reasonable​ ​adjustments​ ​made.

General​ ​Instructions​ ​for​ ​attempting​ ​the​ ​skills​ ​test:

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You are required to develop complex spreadsheets to prepare financial statement based on given​ ​income​ ​statement.

Your assessor will assess your work according to the given performance criteria/ performance​ ​checklist.

You​ ​may​ ​attach​ ​a​ ​separate​ ​sheet​ ​if​ ​required.

You must include the following particulars in the footer section of each page of the attached sheets: o Student​ ​ID​ ​or​ ​Student​ ​Name o Unit​ ​ID​ ​or​ ​Unit​ ​Code o Course​ ​ID​ ​or​ ​Course​ ​Code o Trainer​ ​and​ ​assessor​ ​name o Page​ ​numbers You​ ​must​ ​staple​ ​the​ ​loose​ ​sheets​ ​together​ ​along​ ​with​ ​the​ ​cover​ ​page.

You​ ​must​ ​attach​ ​the​ ​loose​ ​sheets​ ​chronologically​ ​as​ ​per​ ​the​ ​page​ ​numbers.

Correction fluid and tape are not permitted. Please do any corrections by striking through the​ ​incorrect​ ​words​ ​with​ ​one​ ​or​ ​two​ ​lines​ ​and​ ​rewriting​ ​the​ ​correct​ ​words.

Resources​ ​required​ ​to​ ​complete​ ​the​ ​assessment​ ​task: ● ● ● ● ● ● ●

Computer Internet MS​ ​Word Printer​ ​or​ ​e-printer Adobe​ ​acrobat/reader Learning​ ​management​ ​system MS​ ​Excel

Assessment​ ​task​ ​Instructions ● ● ● ● ●

This assessment task requires you to take on the role of accountant to prepare financial reports as​ ​per​ ​given​ ​income​ ​statement.

You must develop complex spreadsheets to prepare financial report based on given income statement.

You must prepare financial report based on the given income statement using provided templates.

You​ ​must​ ​create​ ​graph​ ​and​ ​pivotal​ ​table​ ​for​ ​the​ ​given​ ​income​ ​statement.

Assessor​ ​must​ ​assess​ ​the​ ​performance​ ​as​ ​per​ ​the​ ​performance​ ​criteria​ ​provided.

Task​ ​1 : Test1: You are working as an accountant in the company. You have to prepare a financial report for the​ ​last​ ​year​ ​by​ ​assuming​ ​the​ ​following​ ​data Your spreadsheet (Excel sheet) must include all the financial statements included in accounting cycle.

Months​ ​Ended May April March Revenues: Net​ ​Sales $18,875 Cost​ ​of​ ​Goods​ ​Sold (6,500) Gross​ ​Profit $12,375 Operating​ ​Expenses: Advertising $1,500 Bank​ ​Service​ ​Charges 120 Insurance​ ​Expenses 100 Interest​ ​Expense 125 Legal​ ​&​ ​Accounting​ ​Fees 300 Office​ ​Expenses 250 Payroll​ ​Taxes​ ​Expenses 350 Postage​ ​Expenses 75 Rent​ ​Expenses 800 Salaries 3,500 Supplies 300 Telephone​ ​Expenses 200 Utilities 255 Total​ ​Operating​ ​Expenses $7,875 Net​ ​Income $4,500 You must create a graph on sheet 1 and pivot table for this data on sheet 2, in such a way that if you change​ ​any​ ​value​ ​in​ ​sheet​ ​1​ ​data​ ​sheet​ ​2​ ​also​ ​changed.

Assessment​ ​Task​ ​3​ ​-​ ​Unit​ ​Project​ ​(UP)​ ​–​ ​Create​ ​spreadsheet Instructions​ ​to​ ​complete​ ​this​ ​assessment​ ​task​: ● ● ●

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Please​ ​create​ ​spreadsheet​ ​using​ ​VBA​ ​editor.

You​ ​may​ ​attach​ ​a​ ​separate​ ​sheet​ ​if​ ​required.

You must include the following particulars in the footer section of each page of the attached sheets: o Student​ ​ID​ ​or​ ​Student​ ​Name o Unit​ ​ID​ ​or​ ​Unit​ ​Code o Course​ ​ID​ ​or​ ​Course​ ​Code o Trainer​ ​and​ ​assessor​ ​name o Page​ ​numbers You​ ​must​ ​staple​ ​the​ ​loose​ ​sheets​ ​together​ ​along​ ​with​ ​the​ ​cover​ ​page.

You​ ​must​ ​attach​ ​the​ ​loose​ ​sheets​ ​chronologically​ ​as​ ​per​ ​the​ ​page​ ​numbers.

Correction fluid and tape are not permitted. Please do any corrections by striking through the​ ​incorrect​ ​words​ ​with​ ​one​ ​or​ ​two​ ​lines​ ​and​ ​rewriting​ ​the​ ​correct​ ​words.

The​ ​premise​ ​of​ ​the​ ​project​ ​must​ ​be​ ​closely​ ​related​ ​to​ ​the​ ​previous​ ​assessment​ ​task.

This​ ​submission​ ​must​ ​be​ ​well​ ​presented​ ​and​ ​follow​ ​the​ ​guidelines​ ​and​ ​instructions​ ​provided.

Please​ ​follow​ ​the​ ​format​ ​as​ ​indicated​ ​in​ ​the​ ​template​ ​section​ ​below.

One​ ​of​ ​the​ ​most​ ​important​ ​steps​ ​that​ ​you​ ​can​ ​take:​ ​proofread​ ​your​ ​project.

Spreadsheet created in the project must be based on provided data, using 11-point font, double-spaced, and must include a cover page, table of contents, introduction, body, summary​ ​or​ ​conclusion,​ ​and​ ​works​ ​cited.

Appropriate​ ​citations​ ​are​ ​required.

All​ ​RTO​ ​policies​ ​are​ ​in​ ​effect,​ ​including​ ​the​ ​plagiarism​ ​policy.

Resources​ ​required​ ​to​ ​complete​ ​the​ ​assessment​ ​task: ● ● ● ● ● ● ●

Computer Internet MS​ ​Word Printer​ ​or​ ​e-printer Adobe​ ​acrobat/reader Learning​ ​management​ ​system VBA​ ​editor

Assessment​ ​task​ ​Instructions ● This​ ​assessment​ ​task​ ​requires​ ​you​ ​to​ ​create​ ​a​ ​spreadsheet​ ​using​ ​VBA​ ​editor. ● You​ ​must​ ​create​ ​a​ ​spreadsheet​ ​for​ ​an​ ​organisation​ ​of​ ​your​ ​choice. ● You​ ​must​ ​use​ ​the​ ​user​ ​form​ ​toolbox​ ​to​ ​create​ ​the​ ​required​ ​labels​ ​and​ ​fields. ● You must select the organisation as per following criteria and assessor must check the proof to​ ​confirm​ ​the​ ​same: ● Organisation​ ​must​ ​be​ ​real​ ​and​ ​have​ ​a​ ​website/online​ ​presence. ● Organisation​ ​must​ ​provide​ ​list​ ​of​ ​internal​ ​and​ ​external​ ​stakeholders. ● Your organisation can belong to any Industry relevant to your work practices or preferences.

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Your trainer/assessor must approve the organisation before you start working on this assessment​ ​task.

Assessor​ ​must​ ​assess​ ​the​ ​performance​ ​as​ ​per​ ​the​ ​performance​ ​criteria​ ​provided.

Project: Choose any company and create the following spread sheet for the attendance by assuming the blow​ ​mention​ ​conditions​ ​mandatory Company​ ​Name Address​ ​1:

Enter​ ​Address

Phone:

Address​ ​2:

​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​Fax:

City/Town:

​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​E-mail:

Zip/Postal:

Name's​ ​Time​ ​Sheet​ ​for​ ​the​ ​Week Employee​ ​Name:

Name

Approving​ ​Manager: Employee​ ​phone: Employee​ ​email: Tax​ ​ID#: Week​ ​ending: Sunday,​ ​6​ ​November​ ​2016

Day Total

​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​in ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​Out

Monday Tuesday Wednesday Thursday Friday Saturday Sunday

9

12

In

Out

Regular​ ​Hours Overtime​ ​HoursSick

1

7

7.0

Vacation

​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​2.0

​ ​ ​ ​ ​ ​ ​9.0

​ ​ ​ ​ ​ ​ ​7.5

​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​7.5

Total

​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​7.00

​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​2.00

​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​Rate

​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​$10

​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​$15.00

​ ​ ​ ​ ​ ​ ​16.50

Employee​ ​signature: Date:

Total

Manager​ ​signature:

​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​$70.00 ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​$30.00

​ ​ ​ ​ ​ ​$100.00

Date:

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Use​ ​VBA​ ​editor​ ​and​ ​create​ ​a​ ​form​ ​using​ ​user​ ​form​ ​function

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Use​ ​the​ ​user​ ​form​ ​toolbox​ ​to​ ​create​ ​the​ ​required​ ​labels​ ​and​ ​fields

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The form is aesthetically designed with appropriate proportion and placement of form objects

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Form​ ​fields​ ​are​ ​selected​ ​appropriate​ ​to​ ​the​ ​data​ ​type

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Manipulate​ ​form​ ​properties​ ​to​ ​change​ ​name/caption,​ ​font,​ ​colour​ ​and​ ​other​ ​attributes

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Save​ ​and​ ​print​ ​a​ ​copy​ ​of​ ​the​ ​form

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Used​ ​labels,​ ​text​ ​boxes,​ ​drop-down​ ​list,​ ​option​ ​buttons​ ​and​ ​command​ ​buttons​ ​as​ ​needed

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Attached​ ​the​ ​“show”​ ​form​ ​code​ ​to​ ​the​ ​“Enter​ ​Employee​ ​Details”​ ​button​ ​on​ ​the​ ​worksheet

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The​ ​button​ ​is​ ​functional​ ​and​ ​brings​ ​up​ ​the​ ​form​ ​for​ ​input​ ​when​ ​clicked

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Create​ ​a​ ​recording​ ​sheet​ ​to​ ​capture​ ​output​ ​from​ ​the​ ​form

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Write​ ​initialisation/execution​ ​code​ ​to​ ​execute​ ​the​ ​commands​ ​–​ ​return​ ​the​ ​desired​ ​results Assigned​ ​a​ ​macro​ ​to​ ​the​ ​“Clear”​ ​button Assigned​ ​a​ ​macro​ ​to​ ​the​ ​“Cancel”​ ​button Assigned​ ​a​ ​macro​ ​to​ ​the​ ​“Submit”​ ​button Assign​ ​a​ ​macro​ ​to​ ​the​ ​“Spin”​ ​Button

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Added​ ​form​ ​initialisation/execution​ ​code​ ​to​ ​the​ ​user​ ​form

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The​ ​form​ ​is​ ​fully​ ​functional​ ​and​ ​error​ ​free

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Populated​ ​the​ ​Employee​ ​Records​ ​with​ ​sample​ ​data

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Use​ ​VLOOKUP​ ​and​ ​HLOOKUP​ ​functions

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Use​ ​AND​ ​or​ ​OR​ ​functions​ ​to​ ​create​ ​a​ ​conditional​ ​formula​ ​that​ ​results​ ​in​ ​a​ ​logical​ ​value

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Use​ ​IF​ ​and​ ​AND​ ​or​ ​OR​ ​functions​ ​to​ ​create​ ​a​ ​formula​ ​that​ ​results​ ​in​ ​another​ ​calculation

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Use​ ​AVERAGE​ ​function​ ​to​ ​return​ ​average​ ​hours​ ​of​ ​work,​ ​except​ ​zeros

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Use​ ​COUNT​ ​function​ ​to​ ​count​ ​number​ ​of​ ​employees​ ​who​ ​commenced​ ​on​ ​the​ ​same​ ​day

Saved​ ​the​ ​file​ ​as​ ​instructed​ ​for​ ​future​ ​use​ ​and​ ​marking And​ ​then​ ​add​ ​a​ ​new​ ​work​ ​sheet​ ​and​ ​do​ ​the​ ​following​ ​for​ ​same​ ​data

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Use VLOOKUP and HLOOKUP functions to look up values vertically and horizontally in the list by​ ​using an​ ​exact​ ​match​ ​(any​ ​value)

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Create a conditional formula that results in a logical value (TRUE or FALSE); Example: Is 18 hour​ ​of work​ ​per​ ​week​ ​equivalent​ ​to​ ​part​ ​time

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Create a conditional formula that results in another calculation or in values other than TRUE or​ ​FALSE, using IF and AND or OR functions; Example: If under 18 years of age, and if working more than​ ​3​ ​hours a​ ​week,​ ​then​ ​return,​ ​“Guardian​ ​Approval​ ​Required”

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Use AVERAGE function to return average hours of work, except zeros, of all employees per week

Use​ ​COUNT​ ​function​ ​to​ ​count​ ​number​ ​of​ ​employees​ ​who​ ​commenced​ ​on​ ​the​ ​same​ ​day​ ​(or​ ​any​ ​other similar​ ​count) Create​ ​these​ ​formulas​ ​in​ ​appropriate​ ​cells​ ​and​ ​test​ ​them​ ​for​​ ​accuracy.