Tuesday, November 13, 2007

Create and use simple spreadsheets

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Activities

As an administrative assistant for Freedom Travel Pty Ltd, one of your duties is to maintain financial data using spreadsheet software.

Activity 1

The manager, Kim Leigh, has asked you to create a spreadsheet to record monthly stationery expenses.

Part A – creating a spreadsheet

  1. Create a new spreadsheet and enter the data as shown below. Save the spreadsheet with the filename STATIONERY, to an appropriate location

Stationery

Jan

Feb

Mar

Apr

May

Jun

Totals

Highlighters

20

40

0

60

0

10

Whiteboard markers

20

0

0

0

0

0

Notepads

30

60

20

0

20

30

Pencils

30

10

0

0

10

0

Pens

60

20

40

10

0

20

A4 Envelopes

300

20

150

0

200

50

Post-it Notes

300

0

50

30

50

0

Miscellaneous

500

300

800

1000

600

500

A4 Paper (reams)

2500

800

1200

600

1000

300

Monthly Totals

Average Monthly Total

Highest Monthly Total

Lowest Monthly Total

  1. Enter the formula required to calculate the total expenditure for the month of January. Copy this formula for the other months
  2. Enter the formula required to calculate the total expenditure for Highlighters. Copy this formula for all other stationery items
  3. Enter the formulae to obtain Average of Monthly Totals, Highest Monthly Total and Lowest Monthly Total. Format these results to no decimal places
  4. Sort the spreadsheet into alphabetical order by Stationery
  5. Format the data so that figures are displayed as currency

  6. rmat the spreadsheet so that it is displayed appropriately (bold, shading, borders, centred vertically and horizontally, landscape, fit to one page etc)
  7. Insert a footer which shows the Filename, Task 1, Your Name

9. Print two copies of the spreadsheet, one showing the formulae and one showing the results

Stationery

Jan

Feb

Mar

Apr

May

Jun

Totals

A4 Envelopes

$300

$20

$150

$0

$200

$50

$720

A4 Paper (reams)

$2,500

$800

$1,200

$600

$1,000

$300

$6,400

Highlighters

$20

$40

$0

$60

$0

$10

$130

Miscellaneous

$500

$300

$800

$1,000

$600

$500

$3,700

Notepads

$30

$60

$20

$0

$20

$30

$160

Pencils

$30

$10

$0

$0

$10

$0

$50

Pens

$60

$20

$40

$10

$0

$20

$150

Post-it Notes

$300

$0

$50

$30

$50

$0

$430

Whiteboard markers

$20

$0

$0

$0

$0

$0

$20

Monthly Totals

$3,760

$1,250

$2,260

$1,700

$1,880

$910

$11,760

Average Monthly Total

$1,960

Highest Monthly Total

$3,760

Lowest Monthly Total

$910

SPREADSHEET TASK 1 REZA

Stationery

Jan

Feb

Mar

Apr

May

Jun

Totals

A4 Envelopes

300

20

150

0

200

50

720

A4 Paper (reams)

2500

800

1200

600

1000

300

6400

Highlighters

20

40

0

60

0

10

130

Miscellaneous

500

300

800

1000

600

500

3700

Notepads

30

60

20

0

20

30

160

Pencils

30

10

0

0

10

0

50

Post-it Notes

300

0

50

30

50

0

430

Whiteboard markers

20

0

0

0

0

0

20

Monthly Totals

3700

1230

2220

1690

1880

890

11610

Average Monthly Total

1935

Highest Monthly Total

3700

Lowest Monthly Total

890

Part B – editing a spreadsheet

  1. Kim has asked you to amend the spreadsheet as follows
    1. Insert two rows at the top of the spreadsheet then key in the heading,
      Freedom Travel Pty Ltd on one line, Stationery Expenses below
    2. Some supplies have been omitted. Add two rows and enter the following data

Jan

Feb

Mar

Apr

May

Jun

A3 Coloured paper

500

100

200

50

150

80

A4 Lever arch files

1400

700

1000

400

200

150


    1. The company no longer uses Whiteboard markers. Delete that row
    2. Sort the spreadsheet so that the Total column is in descending order


  1. Print two copies of the amended spreadsheet, one showing the formulae and one showing the results

Freedom Travel Pty Ltd

Stationery Expenses

Stationery

Jan

Feb

Mar

Apr

May

Jun

Totals

A4 ENVELOPES

$300

$20

$150

$0

$200

$50

$720

A3 COLOURED PAPER

$500

$100

$200

$50

$150

$80

$1,080

A4 LEVER ARCH FILES

$1,400

$700

$1,000

$400

$200

$150

$3,850

A4 Paper (reams)

$2,500

$800

$1,200

$600

$1,000

$300

$6,400

Highlighters

$20

$40

$0

$60

$0

$10

$130

Miscellaneous

$500

$300

$800

$1,000

$600

$500

$3,700

Notepads

$30

$60

$20

$0

$20

$30

$160

Pencils

$30

$10

$0

$0

$10

$0

$50

Pens

$60

$20

$40

$10

$0

$20

$150

Post-it Notes

$300

$0

$50

$30

$50

$0

$430

Monthly Totals

$5,640

$2,050

$3,460

$2,150

$2,230

$1,140

$16,670

Average Monthly Total

$2,778

Highest Monthly Total

$5,640

Lowest Monthly Total

$1,140

SPREADSHEET

TASK 2

REZA

S

Part C – creating a chart

  1. Kim needs to present half yearly expenses to the board of directors and has requested a chart that compares stationery expenses for the six months. Create an exploded pie chart as an object on the worksheet
  2. Print a final copy showing the results

Freedom Travel Pty Ltd

Stationery Expenses

Stationery

Jan

Feb

Mar

Apr

May

Jun

Totals

A4 ENVELOPES

$300

$20

$150

$0

$200

$50

$720

A3 COLOURED PAPER

$500

$100

$200

$50

$150

$80

$1,080

A4 LEVER ARCH FILES

$1,400

$700

$1,000

$400

$200

$150

$3,850

A4 Paper (reams)

$2,500

$800

$1,200

$600

$1,000

$300

$6,400

Highlighters

$20

$40

$0

$60

$0

$10

$130

Miscellaneous

$500

$300

$800

$1,000

$600

$500

$3,700

Notepads

$30

$60

$20

$0

$20

$30

$160

Pencils

$30

$10

$0

$0

$10

$0

$50

Pens

$60

$20

$40

$10

$0

$20

$150

Post-it Notes

$300

$0

$50

$30

$50

$0

$430

Monthly Totals

$5,640

$2,050

$3,460

$2,150

$2,230

$1,140

$16,670

Average Monthly Total

$2,778

Highest Monthly Total

$5,640

Lowest Monthly Total

$1,140

SPREADSHEET

TASK 3

HARRY

HA

Suggested response

Activity 2

Kim has asked you to create a spreadsheet that that will track superannuation contributions. There are two types of contribution payable

  • Employer contribution, currently 9% of gross wages
  • Employee voluntary contribution, which varies for each employee according to wages, commission and percentage of wages contributed

1. Design a spreadsheet for the month of November 2003, based on the following data. You will need to calculate

a. Total monthly wages, which includes commission for travel consultants

b. Employer superannuation contribution (be sure to use an absolute reference)

c. Voluntary superannuation contribution

d. Total superannuation contributed

First_name

Last_name

Weekly

Wages

Weekly

Commission

Voluntary

Payment

Andrea

Epinidis

$450.00

$ 81.25

5%

Jane

Hobbs

$600.00

$137.50

10%

Bob

Jankowski

$450.00

$62.50

0%

Ingrid

Johns

$450.00

$25.00

5%

Ervien

Lee

$450.00

$80.00

7.5%

Julie

Singh

$450.00

-

5%

Sebastian

Tran

$450.00

-

9%

SHEFRIL REZA

SHEFRIL REZA

$400.00

-

3%


2. Save the document as Superannuation to an appropriate location

3. Add a total row to calculate the totals for appropriate columns

4. Kim has asked you to calculate the highest, lowest and average employer superannuation contributions. Calculate these figures in a summary area below the total row

5. To compare the Employer and Employee contributions, create a suitable chart on a separate sheet

6. You have been asked to print a copy of the spreadsheet for a staff meeting. Ensure that the spreadsheet is displayed appropriately, including a title, landscape orientation, “fit to one page”, centred vertically and horizontally, header/footer etc

7. Print two copies, one showing the results and the other showing the formulae, including row and column headings for the formula copy only

Suggested response

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