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Page 1 of 26 Certificate III Business BSBITU304A Design and produce spreadsheets
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Certificate III Business (BSB30115)
BSBITU304A
Design and produce spreadsheets
In Partnership with…
AiTC Advanced Institute of Training & Consultancy aspire to be the leading provider of Training and
Consulting to the Business, Resources & Infrastructure Industries. This is to be achieved through close
industry connection and networks, continuous improvement, integrity and teamwork of all working within
AiTC.
AiTC’s mission is to help our learners to grow personally and professionally and to increase their
opportunities in life. AiTC will achieve this through the quality of our service, trainers and assessors with the
highest level of industry knowledge, quality and industry specific resources.
Version Control
Version Number
Date Released Author Notes Approval by Review Date Reviewed By
V1-14 3 July 14 AiTC Needed Approval SCC Dec 2014
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Table of ContentsElements and Performance Criteria.................................................................................................................. 4
Instructions....................................................................................................................................................... 5
Assessment 1 – Fizzy Drinks............................................................................................................................ 5
Assessment 2 – Stationary for March...............................................................................................................6
Assessment 3 – Reticulation cost calculator.....................................................................................................7
Assessment 4 – Yearly budget for purchasing a car........................................................................................8
Assessment 5 – Cash Flow Calculator.............................................................................................................9
Assessment 6 – Tax Invoice........................................................................................................................... 10
Assessment #7 – “Cars R Us”........................................................................................................................11
Assessment #8 – “Accident Statistics”............................................................................................................12
Assessment 9 – Student Marks......................................................................................................................13
Assessment 10- – Car Buyers Guide..............................................................................................................14
Assessment 11- – Stock take.........................................................................................................................14
Assessment 12- – Pay Rates......................................................................................................................... 15
Assessment 13- – Dropdown controls............................................................................................................16
Assessment 14- – Tornado............................................................................................................................. 17
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Elements and Performance Criteria1. Select and prepare resources 1.1. Adhere to ergonomic, work organisation and occupational health and safety requirements 1.2. Use energy and resource conservation techniques to minimise wastage 1.3. Identify spreadsheet task requirements in relation to data entry, storage, output and presentation
2. Plan spreadsheet design 2.1. Ensure spreadsheet design suits the purpose, audience and information requirements of the task 2.2. Ensure spreadsheet design enhances readability and appearance, and meets organisational and
task requirements for style and layout 2.3. Use style sheets and automatic functions to ensure consistency of design and layout
3. Create spreadsheet 3.1. Ensure data is entered, checked and amended to maintain consistency of design and layout, in
accordance with organisational and task requirements 3.2. Format spreadsheet using software functions to adjust page and cell layout to meet information
requirements, in accordance with organisational style and presentation requirements 3.3. Ensure formulae are tested and used to confirm output meets task requirements, in consultation with
appropriate personnel as required 3.4. Use manuals, user documentation and online help to overcome problems with spreadsheet design
and production
4. Produce simple charts 4.1. Select chart type and design that enables valid representation of numerical data, and meets
organisational and task requirements 4.2. Create charts using appropriate data range in the spreadsheet 4.3. Modify chart type and layout using formatting features
5. Finalise spreadsheets 5.1. Preview, adjust and print spreadsheet and any accompanying charts, in accordance with task
requirements 5.2. Ensure data input meets designated time lines and organisational requirements for speed and
accuracy 5.3. Name and store spreadsheet in accordance with organisational requirements and exit the application
without data loss/damage
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InstructionsCreate all the following spreadsheets, saving them in separate worksheets named ‘BSBITU304A – Assessments 1-14’ within the one file. Formulas MUST be used wherever possible.
Assessment 1 – Fizzy DrinksCreate a spreadsheet using the following information. You have been asked to prepare a spreadsheet using the results of a survey on the types of fizzy drinks people prefer. 3000 people where asked what their favorite fizzy drink is, and what their next preference would be if their favorite was not available.
1) Enter the raw data below, applying as many presentation Features (Font, Font Size, Font Colour, Number Formats and Colour, Cell Shading, Text Rotation, etc) to it as you wish.
2) Apply appropriate number formats to your numbers.3) Centre your spreadsheet horizontally on the page4) Give your spreadsheet an appropriate title and centre it across your
spreadsheet.5) Select the best page orientation for your spreadsheet.6) Adjust the column width and row height to suit the layout you have
selected.7) Create formula's to calculate the percentage of the total number of
people surveyed that preferred a specific fizzy drink as their first preference.
8) Create formula's to calculate the percentage of the total number of people surveyed that preferred a specific fizzy drink as their second preference.
9) Create a suitable chart showing the 1st and 2nd preferences data (not %). Chart must include overall title, legend and X and Y axis labels.
10) Setup a page number for this spreadsheet and place it in the footer.
Drink 1st Preference 2nd PreferencePepsi 342 403Coca Cola 359 3677Up 238 290Lift 215 190Mountain Dew 321 311Fanta 103 80Ginger Beer 180 380Leed Lemonade 217 120Lemonade 215 105L&P 425 414Vanilla Coke 203 67Don't Knows 182 273
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Assessment 2 – Stationary for March
Create a spreadsheet using the following information. You have been tasked with creating a spreadsheet to generate and stationery order for the month of March.
1) Enter the raw data below, applying as many presentation Features (Font, Font Size, Font Colour, Number Formats and Colour, Cell Shading, Text Rotation, etc) to it as you wish.
2) Apply appropriate number formats to your numbers.3) Center your spreadsheet horizontally on the page4) Give your spreadsheet an appropriate title and centre it across your spreadsheet.5) Select the best page orientation for your spreadsheet.6) Adjust the column width and row height to suit the layout you have selected.7) Create formula's to calculate totals for each stationery item.8) Create a formula to calculate the order total for the month.9) Create a formula to calculate the G.S.T component of the order. Note all prices include
G.S.T, and the value of G.S.T is 12.5% or divide by 9.10) Create a formula to calculate the net total (pre G.S.T total) of the order for the month.11) Setup an appropriate header for this spreadsheet.12) Setup a page number for this spreadsheet and place it in the footer.13) Create a suitable chart showing the Items and Quantity.
Description Quantit
yCost per item
Note Pad 202 2.85
Highlighter Pen 280 2.95
Ball Point Pen Blue (pkt) 520 2.50
Ball Point Pen Red (pkt) 340 2.50
Ball Point Pen Green (pkt) 250 2.50
Exercise Book 1B 35 4.95
Cello-tape 75 2.95
Manila Folders 100 2.95
A4 Refill Pad 90 5.95
Writing Pad 86 3.95
Pencil Sharpeners 110 0.95
Pencils 603 0.5
Colour Pencils (pkt) 50 2.95
Felt Pens (pkt) 40 3.95
Staples (pkt) 75 3.50
Stapler 30 9.95
Hole Punch 25 14.95
Ring Binder 45 10.95
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Assessment 3 – Reticulation cost calculator
Create the spreadsheet below, creating the necessary formulas that will allow you to automatically calculate the cost of your reticulation equipment requirements. A formula is needed for the highlighted cells.
Reticulation Cost Calculator
Item Type Item Cost Number Sub Total
Sprinkler
Full $1.95 4 $0.00
Three quarter $1.50 6 $0.00
Half $1.50 8 $0.00
One quarter $1.50 9 $0.00
PVC Pipe
Straight (6m) $1.15 3 $0.00
T joint $0.81 34 $0.00
T joint (spr.) $0.90 22 $0.00
90° elbow $0.50 23 $0.00
45° elbow $1.15 24 $0.00
Riser $0.65 78 $0.00
Valve joiner $0.85 54 $0.00
Glue Tin $3.50 4 $0.00
ValveSolenoid $31.00 3 $0.00
Manual $3.50 7 $0.00
Station Timer
6 Station $130.00 2 $0.00
8 Station $150.00 1 $0.00
12 Station $190.00 1 $0.00
Wire Electric (per m) $0.75 240 $0.00
TOTAL = $0.00
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Assessment 4 – Yearly budget for purchasing a carCreate the spreadsheet below, creating the necessary formulas that will allow you to automatically calculate:1. The petrol cost if either your mileage, fuel economy of petrol price changes.2. The total annual costs for your vehicle. 3. Insert a suitable graphic.
YEARLY BUDGET FOR PURCHASING A CARTotals
COSTS Standing
Repayments for Year $2,455.00
Insert suitable graphic here
Licence $456.00Stamp Duty $789.00Insurance $1,234.00TOTAL $XXX
Running Petrol Costs $AAAService & Maintenance $1,500.00TOTAL $YYY
TOTAL COSTS (X + Y) $ZZZPetrol Calculator
Kilometres = 10,000 Cost / Km $0.00litres/100km = 8.00
$ per litre = 1.35Petrol Costs $AAA
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Assessment 5 – Cash Flow Calculator
1. Create a suitable spreadsheet, including all formulas to replace the X’s below, to calculate the Cash flow for ABC Corporation.2. Format the chart to a suitable business quality standard.3. Create a line chart showing the total income, total expenses and cash surplus as separate lines on the one chart.
ABC Corporation – Cash Flow Forecast and Record for 2011
July Aug Sept Oct Nov Dec Jan Feb Mar Apr May JuneINCOME($) Sales 9000 12100 9000 8300 11000 9000 9000 6000 9000 9000 2000 9000
Interest 200 200 200 200 200 200 200 200 200 200 200 200TOTAL INCOME X X X X X X X X X X X X
EXPENSES($)Fixed Equipment 2000 2000 2000 2000 2000 2000 2000 2000 2000 2000 2000 2000
Repay Loans 380 380 380 380 380 380 380 380 380 380 380 380Other 100 100 100
Variable Labour 4700 6700 4700 4700 6700 4700 4700 2300 4700 2100 4700 4700Materials 1280 4000 1280 1280 1280 1280 1280 430 1280 390 1280 1280
Other 2140 1300TOTAL EXPENSES X X X X X X X X X X X X
GROSS PROFIT X X X X X X X X X X X XCASH SURPLUS X X X X X X X X X X X X
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Assessment 6 – Tax Invoice
Re-create the following invoice using MS Excel. Use a whole A4 page to create it. Ensure that you use formulas to calculate the ‘Total Amount Payable’ and the value for GST (formula for GST value is Total Amount Payable divided by 11).
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Assessment #7 – “Cars R Us”Download the CARS R US spreadsheet from the Learning Resources section, on the BSBITU304A page on the Cert 3 Business website.
You are required to use a range of Excel functions to format the spreadsheet such that it has the following functions:
1. The first worksheet (called Assessment 7 – Cover) is to be a cover page with the company logo, Mission statement as well as a spot for the employee to put their name
2. The next worksheet (called Assessment 7 – Sales report A) is to consist of all the sales data from the CARS R US worksheets #1, 2 and 3 combined together.
3. On that worksheet, perform the following calculationsa. Calculate the ($) amount of sales per month. Save as sheet ‘Assessment
7 – Sales report A’b. Calculate the number of each car sold. Save as Assessment 7 – Sales
report B’.c. Calculate the total value of money spent by a particular client. Save as
Assessment 7 – Sales report C’.d. The employee gets 5% commission on sales each month. The client
would like a table detailing how much commission is being paid each month. Save as Assessment 7 – Sales report D’.
e. Insert a suitable chart for items A-D.
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Assessment #8 – “Accident Statistics”Create the spread sheet below in Excel. It is the data for the number of pedestrians that were
killed in the United States during 1994 in motor vehicle crashes. Then perform the following
procedures in Excel.
Pedestrians Killed by Time of Day and Day of Week
9:00-11:59 p.m. 470 592
1. Format the spread sheet to include a suitable title, cell borders and use Calibri 11 Point font.2. Calculate the total number of pedestrian fatalities that occurred during weekdays. 3. Calculate the percent of all weekday fatalities that occurred during each of the given times of
day.4. Calculate the total number of pedestrian fatalities that occurred during weekends. 5. Calculate the percent of all weekday fatalities that occurred during each of the given times of
day.6. Calculate the total number of fatalities that occurred during each time of day (i.e., add
weekday and weekend fatalities for each time of day). 7. Calculate the percent of all pedestrian fatalities that occur during each time of day (weekdays
and weekends combined).8. Format your percentage data so that percentage signs and only one decimal place is shown.9. Create a bar graph for the percent of all fatalities by the time of day (i.e., the figures in column
G). Ensure you have correct titles for the chart and both axis.10. Save your sheet.
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Day of WeekWeekday Weekend Total
Time of Day Number Percent Number Percent Number Percent
Assessment 9 – Student Marks
1. Create a spread sheet using the following information. 2. Save it with the filename “Assessment 9 – Student Marks” into your BSBITU304A
folder.
Recreate the spread sheet as shown then complete the instructions below.
Complete the spreadsheet by carrying out the following tasks:1. Calculate the total marks obtained by each student.2. Calculate the average mark for each student.3. Using a built-in function, find the highest (maximum) mark and lowest (minimum)
mark for each subject.4. Calculate and display the mean mark for the class, correct to two decimal places.5. Centre all headings.6. Delete Melissa Cardinal and all her data from the spreadsheet.7. Insert the name and marks for this student into the spreadsheet:
Ishana Jyoti, Maths 75, Chemistry 85, English 71, Biology 80, Physics 60.8. Move to an appropriate part of the spreadsheet and extract the highest and lowest
mark for Ishana Jyoti.9. Create a line chart showing the highest, lowest and class average mark for each
subject.
Bonus question if you’re feeling really clever:10. The teacher is concerned that the highest mark for English is lower than in some
other subjects. Set up the spreadsheet so that if the highest mark for English is lower
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than that for each of the other subjects, the spreadsheet alerts the teacher by displaying a suitable message.
Assessment 10- – Car Buyers Guide1. Create a spread sheet using the following information. 2. Save it with the filename “Assessment 10 – Car Buyers Guide“ into your
BSBITU304A folder
1. Using a spread sheet, create a first time buyer’s guide for 10 cars, with a maximum value of $7,500 each.
2. You are required to have 7 points of comparison (eg, make, model etc). You can choose what you consider to be most important.
3. You are required to have one additional column with the website URL from where you got the information for each car.
4. You are required to also include a small picture of each vehicle. 5. Your sheet needs to be sorted in value order from least to most expensive.6. Your spread sheet needs to be formatted to professional business standards ie.
a. Clear and relevant document title.b. Formatted rows and column titles.c. Consistent font type and size.d. Row and column borders where appropriate.
Assessment 11- – Stock take1. Create a spread sheet using the following information. 2. Save it with the filename “Assessment 11 – Stock take“ into your BSBITU304A folder
Your boss has directed you to do a stock take for the small tools and consumables in your workshop. They have no existing paperwork or list of what they have in stock.
1. Find an existing spread sheet template that you can modify and use to solve this problem.
2. Modify the spread sheet to include you company name “STTC Corporation” and our address and contact information which is:
381-401 Great Northern HighwayMiddle Swan WA 6056T: (08) 9374 8300 | F: (08) 9374 8301E: [email protected] | W: www.sttc.wa.edu.au3. Into your spread sheet, add 10 items of hand tools and/or consumables that you
would find in the typical workplace. Estimate a $ value for the item and quantity on hand.
4. Use the formulas to calculate a total value for each item and for the total value of inventory stock held on hand.
5. Create a pie chart showing the values of each item held in stock.
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Assessment 12- – Pay Rates1. Create a spread sheet using the following information. 2. Save it with the filename “Assessment 12 – Pay Rates“ into your BSBITU304A folder
The owner of a small contracting firm has six employees, divided into two categories: skilled and unskilled. The set rate for an unskilled worker is $20 per hour and a skilled worker gets $30 per hour. The rates of pay are subject to change over time. Overtime is paid at the set rate.
Employee Category Hours workedWeek 1 Week 2 Week 3 Week 4
Agard, Jason skilled 45 56 45 40Brown, Sarah skilled 56 45 60 68Patel, Rani unskilled 35 40 67 40Maraj, Rudy unskilled 40 55 43 55Parker, Anne unskilled 56 45 76 45Bobart, Richard unskilled 65 45 45 57
1. Create a spread sheet that will show information about each employee: the employee’s name and category; the total number of hours worked each month and total monthly salary. Include a suitable title for the sheet.
2. Calculate and display the following:a. The average monthly salaryb. The minimum salary for the monthc. The maximum salary for the month
3. Format the spread sheet so that all column labels are centred, and the currency is shown.
4. Sort the spread sheet in ascending order on employees’ names.5. Delete all information for Richard Bobart.6. Add the following data to the spread sheet
a. Employee 2 Wesley Taylorb. Category 2 unskilledc. Hours worked - week 1: 50, week 2: 60, week 3: 45, week 4: 40.
7. Change the rate of pay for unskilled workers from $20 to $25 and for skilled workers from $30 to $40.
8. The employees want more pay. The owner can afford to pay $40 000 in wages each month. Use the model to find what rate of pay the owner should offer employees.
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Assessment 13- – Dropdown controls
1. Create a list of employees Type in the following information in Column ABill SmithKaylee WildHelen PulaskiCorey HaasAngelique RiolSelect the data and name the range. In the Name Box type: EmployeesName the sheet: Employees
2. Create a list of locations on another spreadsheet in the same workbookEnter the following Locations in Column A and sort them A-ZAnn ArborBrightonLansingFlintDetroitGrand RapidsPontiac
Select the names and name the range. In the Name Box type: LocationName the sheet: Location
3. Create a schedule on another spreadsheet in the same workbookRename Sheet3: ScheduleIn Cell A1 Type: Employee NameIn Cell A2, use Data Validation to create a Drop Down control using the "Employees" source.
Include an Input Message that says: "Select an employee from the list"Fill down Five rows
In Cell B1 Type: LocationIn Cell B2, use Data Validation to create a Drop Down control using "Location" as the source
Include and Input Message that says: "Select a Location from the list."Fill Down five rows
4. Apply Conditional FormattingFill in 3 rows of Employees with locations. If the Location is Pontiac, format the text to be GREEN. Does Pontiac show up
Green? ;-)
5. Save the spreadsheet and name it: “Assessment 13 – Dropdown controls”
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Assessment 14- – Tornado1. Download the file: excel assessment 14 - tornado.xls from the BSBITU304A page
on the Cert III Business website.2. Copy the ‘Tornado Datasheet across to your ‘BSBITU304A – Assessments 1-14’
spreadsheet and rename the sheet as ‘Assessment 14 – Tornado Data’.3. Create a copy of the worksheet called ‘Assessment 14 - Tornado Data’ and place it at
the end of the other worksheets, and name the sheet ‘Assessment 14 - My Sheet’.4. On the worksheet called ‘Assessment 14 - My Sheet, type:
a. Cell B1 — Total Occurrences b. Cell O1 — Total Deaths c. Cell AB3 — Grand Total - Tornadoes d. Cell AB4 — Grand Total - Deaths
5. In the specified locations, enter the formulas as outlined: a. Cell B2 — Enter a formula that shows the total number of tornados for
1950; this data is located in cells C2:N2. Use the format =sum(xx:xx) or use the autosum function.
b. Cells B3:B46 — Use AutoFill to apply this formula to all years. c. Cell O2 — Enter a formula to calculate the total number of deaths per
year; this data is located in cells P2:AA2. Use the format =sum(xx:xx) d. Cells O3:O46 — Use AutoFill to apply this formula to all years. e. Cell AC3 — Enter a formula to calculate the total occurrences of tornados
for all years given. Use the format =sum(xx:xx) f. Cell AC4 —Enter a formula to calculate the total number of deaths for all
years given. Use the format =sum(xx:xx)
6. If the formula is not correct, or if it uses the incorrect format, the assignment will automatically receive a failing score.
7. Format the worksheet called ‘Assessment 14 - My Sheet’ so that:a. The data in row 1 is bold. b. The entire spreadsheet used the font Verdana, size 10. c. Cells O1: AA46 are filled with light gray. d. There is a heavy black line under row 1 (cells B1:AA1) and to the right of
column A (cells A2:A46). e. Cells AB3:AC4 use the font Verdana, size 12, bold. f. There is a heavy black border around the outside of the data that shows
the grand totals (cells AB3:AC4). g. Numbers (except years) are formatted with 0 decimals and use a comma
for the 1000 separator. h. The text in cells B1 and O1 is rotated 90°. i. All of the columns are the exact width needed, and all of the rows are the
exact height needed. j. Format row 1 so that the data is vertically aligned at the bottom of the
cells.
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8. Insert 2 rows above the names of the months at the top of the worksheet called ‘Assessment 14 - My Sheet.
a. Type the following information in the cell locations given: b. A1 — Tornados and Deaths by Year and Month (1950-1994) c. A2 — Year d. B2 — Tornados by Month e. O2 — Deaths by Monthf. Format rows 1 and 2 with the font Verdana, size 12, bold. g. Merge cells A1:AA1; center the text across this range of cells. h. Merge cells B2:N2; center the text across this range of cells. i. Merge cells O2:AA2; center the text across this range of cells. j. Change the height of rows 1 and 2 so that they are 30 pixels tall. k. Freeze the panes both horizontally and vertically (below row 3, right of
column A). l. Fill cells O2:AA3 with gray.
9. Create a chart showing only the deaths by year (cells O3:O48) and the number of tornados (cells B3:B48) by year (do not include the monthly data). Also include the years (cells A3:A48) as the x-axis labels. Use the following parameters as you create your chart:
a. Type: Line Chart b. Data: Deaths by year and the number of tornados by year c. Title: Comparison of Tornado Occurrences / Deaths d. Gridlines: Major y axis gridlines only e. Legend: Place the Legend at the bottom of the graph. f. Placement: On the worksheet called Assessment 14 - My Sheet
10. Modify the chart, using these criteria: a. The chart should be placed below the data on Assessment 14 - My
Sheet. b. The chart should be resized so that all of the data is visible, filling cells
B50:AA70. c. The entire chart uses the font Verdana. d. The line showing the number of deaths uses a black, dotted line with a
square black marker. e. The line showing the number of occurrence uses a black, solid line with a
round black marker. f. Add a linear trendline to both graphs; format each trendline, so it is 50%
gray and uses the same style as the line that it is related to. g. Format the chart area so that it is not filled.
11. Check your document for spelling errors.12. Use the "Page Setup" option to add your name to the header; place this information
in the right pane of the header. 13. Set the print area for this worksheet to cells A1:AC70. 14. Use "Print Preview" to view the document. Make necessary adjustments so that the
document fits on one page with no row or column headings.15. Save the document after you have made all of the changes, and you have made sure
that you have saved it.
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