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BSBITU402

Develop and Use Complex Spreadsheets

Student Assessment Workbook Part B: Case Study

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TABLE OF CONTENTSThis is an interactive table of contents. If you are viewing this document in Acrobat, clicking on a heading will transfer you to that page. If you have this document open in Word, you will need to hold down the Control key while clicking for this to work.TABLE OF CONTENTS...........................................................................................2ASSESSMENT WORKBOOK COVER SHEET..........................................................3CASE STUDY ASSESSMENT..................................................................................4

Case Study Overview.....................................................................................................4Part 1 - Follow safe work practices...............................................................................5Part 2 – Develop and use complex spreadsheets...........................................................7

Task 1 - Roleplay Activity.............................................................................................................................9

Task 2 – Sales Summary..............................................................................................................................14

Task 3 – Quality Audit Report....................................................................................................................20

Task 4 – Spreadsheet Template..................................................................................................................27

Task 5 – Balance Sheet................................................................................................................................31

Task 6 – Trading Statement........................................................................................................................33

Task 7 – Financial Ratios and Graphs.......................................................................................................34

Part 3 – Conclusion......................................................................................................36APPENDIX...........................................................................................................38

Student Workbook – Part B Case Study Version No. 1Australian College of Business and Accounting

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B: C

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ASSESSMENT WORKBOOK COVER SHEETTo the student: Print this cover sheet and complete it by filling in all the required information and affixing your signature to the space provided. Your signature must be hand-signed. Scan the completed cover sheet and submit it along with your evidence submissions. Use the filename: BSBITU402 – Cover Sheet. Part B

UNIT BSBITU402

TITLE: Develop & Use Complex Spreadsheets – Part B

WORKBOOK: Part B: Case Study

FIRST AND SURNAME:

PHONE:

EMAIL:

Please read the Student Declaration below and if you agree to the terms of the declaration sign and date in the space provided.

By submitting this work, I declare that: I have been advised of the assessment requirements, have been

made aware of my rights and responsibilities as an assessment student, and choose to be assessed at this time.

I am aware that there is a limit to the number of submissions that I can make for each assessment, and I am submitting all documents required to complete this Assessment Workbook.

I have organised and named the files I am submitting according to the instructions provided, and I am aware that my assessor will not assess work that cannot be clearly identified and may request the work be resubmitted according to the correct process.

This work is my own and contains no material written by another person except where due reference is made. I am aware that a false declaration may lead to the withdrawal of a qualification or statement of attainment.

I am aware that there is a policy of checking the validity of qualifications that I submit as evidence as well as the qualifications/evidence of parties who verify my performance or observable skills. I give my consent to contact these parties for

BSBITU402 Student Workbook – Part B Case Study Version No. 1Australian College of Business and Accounting

verification purposes.

Name: Signature: Date:


CASE STUDY ASSESSMENTCase Study Overview

Awesome Landscapes Pty Ltd provides landscaping solutions to large-scale commercial and residential developments. You can find out more about Awesome Landscapes by accessing their website:

Awesome Landscapes

(username: acobalearner password: BusinessAccounting@123)

You are the bookkeeper for Awesome Landscapes, and you directly report to the business manager, Shaar Azad.

You have been tasked to follow safe work practices and create spreadsheets that will be used by the business managers of the organisation.

In creating these spreadsheets, you will need to follow Awesome Landscapes’ policies and procedures, and guidelines for developing documents and use Microsoft Excel.

You will be provided with templates and supplementary guide questions throughout this assessment to document evidence of your completion of the relevant unit requirements addressed in this task.

Use the following naming convention to save your documents for submission

BSBITU402-Case Study Part #-Task #as shown below.

or or or BSBITU402-Case Study Part 1-Task 1

Note: Within this part of the Case Study, you will be required to complete tasks within designated timelines. Ensure that you go over each task instruction before you proceed.


http://compliantlearningresources.com.au/network/awesome-landscapes/

Part 1 - Follow safe work practices

Before commencing any work, ensure that you observe Awesome Landscapes’ safe work practices for ergonomics and energy and resource conservation.

Refer to the Awesome Landscapes Staff Handbook.


Task 1

Take three (3) photo or a video of yourself in a seated position in your workstation. The photo must show the following:

a. Your office chair must be adjustable and provide back support.

b. That you use appropriate, well-maintained equipment suitable for the tasks undertaken in the office.

c. Your workstation is conducive to good posture – back in an upright position, arms and hands have free range of motion, feet can be comfortably planted on the floor (or there is a footrest).

d. Frequently used items on your desk are in the optimum reach zone.

e. When applicable, the monitor and keyboard of the computer at your workstation are centred to your body position when you are working on it.

You may ask a friend, family or colleague to take the photo for you, or you may use the self-timer of your camera and a tripod to complete the task. You must appear in the photo.

Save and submit the photo as shown below.

or

BSBITU402-Case Study Part 1-Task 1 Workstation


http://compliantlearningresources.com.au/network/awesome-landscapes/files/2016/02/Awesome-Landscapes-Staff-Handbook-v1.41.pdf

Task 2

Take a photo or video of yourself demonstrating the following:

a. One (1) energy conversation technique

b. One (1) resource conservation technique

to plan work activities. The techniques you demonstrate must be based on the Awesome Landscapes Staff Handbook


You may ask a friend, family or colleague to take the photo or video for you, or you may use the self-timer of your camera and a tripod to complete the task. It is important that you appear in the photo.

Save and submit the photos as shown below.

or

BSBITU402-Case Study Part 1-Task 2 Energy Conservation Technique

or

BSBITU402-Case Study Part 1-Task 2 Resource Conservation Technique


http://compliantlearningresources.com.au/network/awesome-landscapes/files/2016/02/Awesome-Landscapes-Staff-Handbook-v1.41.pdf

Part 2 – Develop and use complex spreadsheets

For this part of the Case Study, you are required to develop and use complex spreadsheets within the Awesome Landscapes simulation. You will do this by using Microsoft Excel.

To proceed with the tasks, you need to access the installed Microsoft Excel software on your computer.

Refer to the following guidelines when completing tasks under this part.

Guidelines:1. Use the Awesome Landscapes Style Guide (username:

acobalearner password: BusinessAccounting@123) and prescribed templates (e.g. Planning Document). Also included in the appendix of this document.

2. Unless specified otherwise, present important information in alphabetical or chronological order.

3. In planning the files to be produced, the planning document will require you to specify your storage options for the outcomes. You must choose two (2) storage locations for all the outputs of this practical assessment. Your file location must include both:

a. A location on your computer for later submission along with this workbook.

b. An online storage system (such as Dropbox or Google Drive). You must only choose one (1) online storage system.

4. When filling out planning documents, the title of output field in each planning document must list all titles of the printouts for the particular task. For the number of pages to be printed, an approximate number is acceptable.

5. Print (PDF) documents on white A4 size paper. You may use more than one (1) sheet of paper for one output so that all data in the document are printed.

6. You are required to source and use manuals, user documentation, and online help with spreadsheet design and production.

In Part 3 Task 2, you will be required to list at least one (1) issue or difficulty you encountered while creating the documents. For each issue encountered, you will be asked what manual, user


http://compliantlearningresources.com.au/network/awesome-landscapes/files/2013/02/styleguide_awesomelandscapes.pdf

documentation, and or online help you used to resolve it.

7. You are required to apply work organisation strategies throughout the conduct of all the tasks.

In Part 3 Task 3, you will be required to list at least two (2) strategies you applied while carrying out the tasks.

8. Submit documents along with this workbook using the prescribed file name for each task.

9. Ensure that you complete each document within the following designated timelines. Your assessor will take note of the date and time when each document was last modified. Take note of the following deadlines for each output provided below.

Output Deadline

Task 3Quality Audit Report

Must be completed not more than seven (10) working days after you completed Task 1 – Sales Summary

Task 4Spreadsheet Template

Must be completed not more than ten (10) working days after you completed Task 2 – Quality Audit Report

Task 5Balance Sheet

Task 6Trading Statement

Task 7Financial Ratios and Graphs


Task 1 - Roleplay Activity

This part of the assessment is a Roleplay Activity.This activity will require you to talk to the business manager, Shaar Azad to find out the specific spreadsheets that you need to create.

To complete this part of the assessment, you will need access to:

One (1) volunteer who will roleplay as your business manager, Shaar Azad.

Video camera or a mobile phone with video and audio recording capabilities.

Read the instructions carefully before proceeding.

Steps to take:1. Gather your volunteer and roleplay the meeting where you will

ask about the spreadsheets you are tasked to create.

2. In the meeting, you must be able to: Know the list of spreadsheets you are tasked to create Ask about the relevant sources of data Ask about the availability of related manuals or user

guides that can be used to prepare spreadsheets Ask about the relevant style guide or formats including

templates, if any

Discussion guide for the student: In the meeting:

When asked about your assignment, you will ask about the specifics of the spreadsheets regarding type, the relevant sources of information, and the relevant style guides or format including templates, if any. You can use the following guide questions:

What are the spreadsheets that are needed by the business managers? Are they macro-embedded or not?

Where can I source the data to be used in the spreadsheets?

Is there a manual or a guide I can use to facilitate the preparation of the spreadsheets?


Are there any style guides or format, including templates that I should use to prepare the spreadsheets?

Discussion guide for the volunteer: In the meeting:

When asked about the needed spreadsheets, you will say that the types of spreadsheets are the following:

a. Sales Summary

b. Quality Audit report

c. A spreadsheet template

d. Financial statements (balance sheet, trading statement)

e. Financial ratios and graphs

f. Macros are required as you need to import from CSV

When asked about the relevant sources of information, you will point out the following documents:

a. BSBITU402 Task 2 Awesome Landscapes Sales Summary

b. BSBITU402 Task 3 Cascade Peak Walkway Audit Measurements

c. BSBITU402 Task 3 Cascade Peak Walkway Meeting Minutes

d. BSBITU402 Task 4 Combined Balance Sheet and Profit and Loss Statement.csv

When asked about manuals or guides that can be used to facilitate the preparation of the spreadsheets, you will refer the student to access user guides available on the Internet.

When asked about the relevant style guides or format including templates, you will point out the Awesome Landscapes Style Guide and the Planning Document template.

Also provide the timeframe of 10 days upon the creation of your plans for the spreadsheets, also ensure there are a range of graphs to show the data as per the data formula list with in the workbook, with one being required in 7 the financial data.


http://compliantlearningresources.com.au/network/awesome-landscapes/files/2017/10/BSBITU402-Cascade-Peak-Combined-Balance-Sheet-and-Profit-and-Loss-Statement.xlsx


http://compliantlearningresources.com.au/network/awesome-landscapes/files/2017/10/BSBITU402-Cascade-Peak-Walkway-Meeting-Minutes.pdf

http://compliantlearningresources.com.au/network/awesome-landscapes/files/2017/10/BSBITU402-Task-2-Cascade-Peak-Walkway-Audit-Measurements.xlsx

http://compliantlearningresources.com.au/network/awesome-landscapes/files/2017/10/BSBITU402-Task-2-Cascade-Peak-Walkway-Audit-Measurements.xlsx

All of this needs to be in 4 workbooks.

Guidelines1. To demonstrate your completion of this activity, the meeting must

be recorded. Save the recorded video using the filename:

BSBITU402 Role play Activity

For example, as seen below:

BSBITU402-Case Study-Part 2 Role play Activity Video

2. Your video submission must not be longer than five (5) minutes in length. Any submission longer than five (5) minutes will be considered not satisfactory.

3. There is no specific script to be followed in the role play activity. However, you must be able to demonstrate all steps outlined above. Moreover, your submission will be assessed against the checklist provided below.


Observation Checklist - Assessor Use OnlyUnit Code BSBITU402Unit Name Develop and Use Complex Spreadsheets

Assessment Item: Assessment B, Task 1Student’s Name: Date Assessed: Roleplay Date: Submission Type:

The following observation form is used by the assessor in order to review students submitted video roleplay for the described task.

It outlines the specific criteria used in order for the assessor to make an assessment decision of the submitted evidence.

To be deemed Successful in the roleplay the student must display all of the skills, knowledge, and task performance to all required criteria to the level of the unit of competency being assessed.

In the video submission, the student;

Assessors Decision

Assessor’s Comments

1 Prior to the roleplaying activity, introduce themselves as the student who is taking the assessment.

Choose an item.

2. Displayed evidence of Photographic ID as proof of learner who is undertaking the assessment.

Choose an item.

3. Showed the photographic ID visually enough, to determine the student in the role play is the student being assessed.

Choose an item.

4. ID Visible and matches student.Choose an item.

5. Demonstrated listening skills by:

ParaphrasingChoose an item.

a Asking questions to clarify information and instructions

Choose an item.

b Able to Clarify information

Choose an item.

c Able to convey information and

Choose an item.


clarify information and instructions

6 Was able Determine the needed spreadsheets by the business managers and their specifications

Choose an item.

7 Student identified an appropriate source of technical help

Choose an item.

8 Asked about the relevant sources of information for the creation of the spreadsheets

Choose an item.

9 Asked about the availability of manuals or user guides that can facilitate the preparation of spreadsheets

Choose an item.

10 Asked about the relevant style guides or format including templates, if any

Choose an item.

11 Clarified what the data list was and formulas in the workbook (meaning this assessment tasks 5,6,7).

Choose an item.


Task 2 – Sales Summary

Awesome Landscapes is reviewing their national sales data over a three-month period. They are using Microsoft Excel software to organise and summarise their data. You are required to complete the Sales Summary by creating a pivot table.

You need to download the file by accessing it from the link below:

BSBITU402 Task 2 Awesome Landscapes Sales Summary

Before you proceed with creating the pivot table, however, you need to use a Planning Document to analyse and evaluate the task and guide you through creating your pivot table.

A Planning Document template is provided in the Appendix section of this workbook. You can also access it here.

You might want to research on how to create a pivot table using an online or actual manual or user guide. Include this information in the Planning Document section ‘Manual or user guide accessed and used’.

If the manual or user guide is:

Accessed online, include the link to the website or the file.

An actual manual or user guide, include the title of the manual, the author and the year of publication.

Save and submit the completed planning document along with this workbook as shown below by uploading in to drop box or google drive.

BSBITU402-Case Study Part 2-Task 2 Planning Document

Include the link to the document in the table below.

Link to uploaded document


http://compliantlearningresources.com.au/network/awesome-landscapes/files/2017/10/BSBITU402-Task-1-Awesome-Landscapes-Sales-Summary.xlsx

Planning Document

Name

Position

Required Output(s)

Assessor

Due Date Date Today

Software to be used

File Storage

Computer or other hardware Online storage

Location (Dropbox, Google Drive, etc.):

Presentation Option(Select all that applies)

Via email to the assessor. Handing in of the physically printed report to

assessor after submitting completed workbook. Submission along with the completed workbook.

Required Awesome Landscapes Resource(s)(Include the style guide to be used)

Manual or user guide accessed or used

Output details

Title of Output

Number of Files Required(Excluding planning document and photos)

1


Number of Pages to be Printed

Will this file use macros?

Yes No

Will automation make work more efficient?

Yes What functions can be automated?

No

Other comments


1. After planning, proceed to create the pivot table in the tab ‘Pivot Table’ within the Excel file you previously downloaded by taking note of the following:

The sales totals must be clearly summarised by area, product, and month.

Format the pivot table according to the Awesome Landscapes Style Guide. You can access it here.

You are at liberty as to which categories will be used as rows and columns.

Arrange the row labels either alphabetically or chronologically.

Add this title to the pivot table:

Sales Figures as of June 2016 Ensure you test formulae to confirm that your outputs produced

accurate results.

After that, do the following accordingly:

Save the file locally to your computer as

BSBITU402-Part 2-Task 2-Sales Summary.

Upload the file you saved in (a) to the online storage you chose. Provide a link to the uploaded document and ensure that it is accessible by your assessor. This is for backup purposes.

Preview the file for printing and ensure that it fits and is readable on a white A4 size paper. Adjust printing specifications, if necessary. Print the file. You may use more than one (1) sheet of paper, so all data in your document are printed.

Save Printed PDF file locally to your computer as, then upload to this file to your chosen online storage.



BSBITU402-Part 2-Task 2-Sales Summary Printed PDF

Note: Your assessor will take note of the date and time when this document was last modified. Ensure that you complete Task 2 Sale Summary, not more than TEN (10) working days after creation of the Planning document. Include the link to the document in the table below.



Task 3 – Quality Audit Report

Awesome Landscapes is part way through their project to build the Cascade Peak Walkway, a 2330m boardwalk through the Cascade Peak National Park, for the Cascade Peak Shire Council.

As part of their quality control obligations, they are required to conduct a quality audit of the first section of the boardwalk and prepare a Quality Audit Report for the council.

The business manager has received the quality audit data and needs the following additional statistical data analyses to assist in producing the quality audit report:

a) Average height for each handrail measuring over 1060mm*

b) Standard deviation for the height of each handrail over the 1100m section

c) Minimum heights for each handrail at and beyond the 1100m section

d) Maximum heights for each handrail at and beyond the 1100m section

e) Number of instances the height of each handrail is outside of the height range specified in the minutes

f) Average gap between the slats at and over the 1100m section*

g) Standard deviation for the gap between the slats and over the 1100m section*

h) Minimum slat gaps throughout the boardwalk

i) Maximum slat gaps throughout the boardwalk

j) Number of instances where the gap between the slats falls outside of the gap range specified in the minutes

*Three (3) decimal places must be used.

You must use Excel appropriate functions in creating this report.

You will need to download the following documents to create the spreadsheet:

BSBITU402 Cascade Peak Walkway Audit Measurements

BSBITU402 Cascade Peak Walkway Meeting Minutes



http://compliantlearningresources.com.au/network/awesome-landscapes/files/2019/01/BSBITU402-Task-2-Cascade-Peak-Walkway-Audit-Measurements-v2.0.xlsx

Note: You are required to complete the Quality Audit Report in no more TEN (10) working days after completing Task 2 – Sales Summary. Your assessor will take note of the date and time when your documents were last modified.


Before you proceed with completing the Quality Audit Report, you need to use a Planning Document to analyse and evaluate the task and guide you through the process.

A Planning Document template is provided in the Appendix section of this workbook which you can access here.

You might want to research how to use functions in Excel using an online or actual manual or user guide. Include this information in the Planning Document section ‘Manual or user guide accessed and used’.




Save and submit the completed planning document along with this workbook as shown below and by uploading in to drop box or google drive.




Planning Document

Name

Position

Required Output(s)

Assessor

Due Date Date Today

Software to be used

File Storage




Via email to the assessor. Handing in of the physically printed report to




Output details

Title of Output





Yes No



No

Other comments


After the preparation of the Planning Document, refer to the following documents to proceed with the task. You need to access and download the documents below:

BSBITU402 Cascade Peak Walkway Audit Measurements

BSBITU402 Cascade Peak Walkway Meeting Minutes

to complete the Quality Audit Report.

Going back to the details in the introduction of Task 3, the Quality Audit Report needs additional requirements as listed on page 37.

To compute requirements a-j, you would have to use the appropriate Excel functions. You need to analyse which function is appropriate to use to compute for the specific requirements. The functions you are to use include:

AVERAGE

AVERAGEIF

STDEV

MIN

MAX

COUNTIF, and

COUNTIFS

Do the following:

On a new tab on the same worksheet of the file BSBITU402 Cascade Peak Walkway Audit Measurements, construct the table for the additional requirements.

Provide the figures for the second column by using the different Excel functions as appropriate to the requirement. Remember to take note of the data in the Audit Measurements of the Walkway and the Meeting Minutes.

Should the computed figures have decimal places, use up to three (3) decimal places.

The table should be similar to the one below.



http://compliantlearningresources.com.au/network/awesome-landscapes/files/2019/01/BSBITU402-Task-2-Cascade-Peak-Walkway-Audit-Measurements-v2.0.xlsx

Quality Audit Report (mm)

a) Average height for each handrail measuring over 1060mm

b) Standard deviation for the height of each handrail over the 1100m section

c) Minimum height for the handrails at and beyond the 1100m section

d) Maximum height for the handrails at and beyond the 1100m section

e) Number of instances the height of each handrail is outside of the height range specified in the minutes

f) Average gap between the slats at and over the 1100m section

g) Standard deviation for the gap between the slats and over the 1100m section

h) Minimum slat gaps throughout the boardwalk

i) Maximum slat gaps throughout the boardwalk

j) Number of instances where the gap between the slats falls outside of the gap range specified in the minutes

a. Make sure that the table is properly labelled as:

Quality Audit Reportb. Format this table according to the Awesome Landscapes Style

Guide. You can access it here.

c. Ensure you have tested all formulas to meet outputs required for each section.

After that, do the following accordingly:

d. Save the file locally to your computer as

BSBITU402-Part 2-Task 3-Quality Audit Report.

Upload the file you saved in (a) to the online storage you chose. Provide a link to the uploaded document and ensure that it is accessible by your assessor. This is for backup purposes.



e. Preview the file for printing and ensure that it fits and is readable on a white A4 size paper. Adjust printing specifications, if necessary. Print the file (PDF) You may use more than one (1) sheet of paper, so all data in your document are printed.

f. Save Printed PDF file locally to your computer as, then upload to this file to your chosen online storage.

BITU402-Part 2-Task 3-Quality Audit Report Printed PDF

Note: Your assessor will take note of the date and time when this document was last modified. Ensure that you complete Task 3 – Quality Audit Report, not more than ten (10) working days after this date. The file must be uploaded not more than ten (10) working days after you have completed Part 3 –Task 1 Planning Document.

Include the link to the document in the table below



Task 4 – Spreadsheet Template

Awesome Landscapes has provided you with their financial data in a .csv file and you need to download the file by accessing it from the link below:

BSBITU402 Combined Balance Sheet and Profit and Loss Statement.csv

You are required to complete a series of tasks to produce a Financial Summary using this .csv file.

1. Before you proceed to produce the Financial Summary, you need to use a Planning Document to analyse and evaluate the task and guide you through the process.

Go over the instructions for Tasks 4, 5, 6 and 7. Note that you will only have one (1) output for Tasks 4, 5, 6 and 7, the Financial Summary.

A Planning Document template is provided in the Appendix section of this workbook. You can access it here.

You might want to research how to create macros using an online or actual manual or user guide. Include this information in the Planning Document section ‘Manual or user guide accessed and used’.




Save and submit the completed planning document along with this workbook as shown below, and upload to your chosen online storage.


Note: The financial summary task must be completed not more than seven (7) working days after completing Task 3 – Quality




Audit Report.


Planning Document

Name

Position

Required Output(s)

Assessor

Due Date Date Today

Software to be used

File Storage




Via email to the assessor. Handing in of the physical printed report to




Output details

Title of Output





Yes No


Yes

No

Other comments


2. Open the BSBITU402 Combined Balance Sheet and Profit and Loss Statement.csv file you have downloaded, and create a spreadsheet template by following the instructions below:

a. Open a new excel workbook.

b. Create a macro to import raw data from a .csv file to a new workbook.

c. Using the macro created in (b), import Awesome Landscapes’ combined Balance Sheet and Profit and Loss statement. This should be on the first sheet. Rename Sheet 1 to Combined BS and PL Statement.

d. Create another macro for your new tables to automatically follow a design template that is clear and easy to read.

e. Test your macro for output requirements.

Your output must be an MS Excel macro-enabled file with the .xlsm extension. When you are finished, save the Excel file as:

BSBITU402 Tasks 4-2 Financial Summary





Task 5 – Balance Sheet

Using the same file you created in Task 4 (BSBITU402 Tasks 4-2 Financial Summary), create a second tab and name it “Balance Sheet”.

On this tab, using custom cell formats where necessary, produce a 4-Year Balance Sheet.Automate this sheet using appropriate formulae to automatically populate the cells from the corresponding raw data imported into Sheet 1 (Task 4) from the .csv file provided. You are to include all data from the rows of “Cash” and “Cash Equivalents” up to the “Retained Earnings/Accumulated Losses”.

Ensure you test your formulas and they produce the required outputs and accurate produce the information.

Use the following definitions to produce the formulas for calculating the following:

Total Current Assets= Cash and Cash Equivalents + Account Receivable + Inventory + Work in Progress

Total Non-Current Assets

= Plant and Equipment + Plant and Equipment-accumulated Depreciation

Total Assets = Total Current Assets + Total Non-Current Assets

Total Current Liabilities

= Accounts Payable + Bank Overdraft + GST Payable

Total Non-Current Liabilities = The Sum of all Loans Payable

Total Liabilities = Total Current Liabilities + Total Non-Current Liabilities

Net Assets = Total Assets - Total Liabilities

Total Equity = Owner's/Shareholder's Capital + Retained Earnings/Accumulated Losses

Net Profit (to be computed for in Task 5)


Make sure that the table in this sheet is properly labelled as:

Awesome Landscapes Pty. Ltd.Balance Sheet

Format this table according to the Awesome Landscapes Style Guide. You can access it here.

When you are finished, save the file. Maintain the file name:




Task 6 – Trading Statement

On the same file used in Tasks 4 and 5, create a third tab and name it “Trading Statement”. On this tab, using custom cell formats where necessary, produce a 4-year Trading Statement.Automate this sheet using appropriate formulae to automatically populate the cells from the corresponding raw data imported into Sheet 1 (Task 4) from the .csv file provided. You are to include all data from the rows of “Cash Sales” up to “Expenses”.


Total Sales = Cash Sales + Credit Sales

Gross Profit = Total Sales - Cost of Goods Sold

Net Profit = Gross Profit – Expenses

Include the net profit (values only) in the Balance Sheet created in Task 5.

Make sure that the table in this sheet is properly labelled as:

Awesome Landscapes Pty. Ltd.Trading Statement

Format this table according to the Awesome Landscapes Style Guide. You can access it here.

Ensure you have tested your formulas and linked the correct data among the sheets and produces accurate data flow.


BSBITU402 Tasks 4.2 Financial Summary



Task 7 – Financial Ratios and Graphs

Using the same file from Tasks 4, 5, and 6, create a fourth tab named “Financial Ratios”. This tab will contain the financial ratios from the data you have produced in Task 5 – Balance Sheet.


Gross Profit Ratio = Gross ProfitTotal Sales

Net Profit Ratio = Net ProfitTotalSales

Debt to Equity Ratio = Total LiabilitiesTotal Equity

Current Ratio = TotalCurrent AssetsTotalCurrent Liability

Working Capital Turnover = Cost of Goods Sold

TotalCurrent Assets−TotalCurrent Liabilities

You must use three (3) decimal places only.

Ensure the accurate of your outputs




After producing the financial ratios, create a fifth tab in the same Excel file. Rename this tab as “Charts”.

On this tab, you must create charts to represent the following data:

a. Profit Ratios (both Gross and Net Profit ratios displayed on the same chart)

b. Debt to Equity Ratio (include a linear trend line)

c. Current Ratio (include a linear trend line)

d. Working Capital Turnover (include a linear trend line)

e. Ensure your charts are labelled correctly for all axis and titles.

When you are finished, save the file. You should have five (5) tabs in your current file. Maintain the file name BSBITU402 Tasks 4-2 Financial Summary

Preview the “Charts” tab for printing and ensure that it fits and is readable on a white A4 size paper. You may use more than one (1) sheet of paper, so all the charts in this tab are printed.

Print (PDF) the charts and save the file locally to your computer as

BSBITU402-Task 7 Charts

Upload the files you saved:

BSBITU402 Tasks 4-2 Financial SummaryBSBITU402-Task 7 Charts

to the online storage you chose. Provide links to the uploaded document and ensure that it is accessible by your assessor. This is for backup purposes.

The files must be uploaded not more than seven (7) working days after you have completed Task 3 – Quality Audit Report.

Note: Your assessor will take note of the date and time when this document was last modified. Ensure that you complete the files not more than seven (7) working days after completing Task 3 – Quality Audit Report.


Part 3 – Conclusion

You have just completed all the spreadsheets for the business manager. Send an email to Shaar Azad advising him of this. Your email must specifically include:

a. A statement advising Shaar that you have completed all the spreadsheets.

b. A statement outlining the spreadsheets you have completed:i. Sales Summaryii. Quality Audit Reportiii. Financial Summary

c. A statement including the link(s) to access these files.

Write your email in the spaces provided below.

From Student<Student’s email address>

To Shaar Azad <[email protected]>

Subject

Message


You have just completed all the tasks required of you. List at least two (2) work organisation strategies you applied in the conduct of the tasks in the Case Study in any of these areas:

Productivity Quality Costs Personnel Communication Workplace health and safety Environment

Shaar has reviewed your templates and emailed you in reply.

Dear Student,

Thank you for completing those spreadsheets on time for my meeting. I have to wonder if there are any improvements that can be made to the spreadsheets so we can use them on a monthly base and get monthly and year figures in the same document and any other features, sheets, functions, or abilities that would be appropriate.

Could you perhaps provide me with three (3) suggestions?

Regards,

Shaar

Using the space below provide your 3 suggestions


APPENDIX

Planning Document

Name

Position

Required Output

Assessor

Due Date Date Today

Software to be used

File Storage




Via email to assessor Handing in of physically printed report to assessor

after submitting completed workbook Submission along with completed workbook



Output details

Title of Output

Number of Files Required


(Excluding planning document and photos)



Yes No



No

Other comments


OVERALL MARKING RESULT FORM (For the Assessor’s Use Only)

Assessment Details

Student’s Name:

Student ID:

Assessor’s Name:

Workbook Part B: Case Study

Unit of Competency BSBITU402 Develop and Use Complex Spreadsheets

Overall Assessors Decision Choose an item.

BSBITU402 Develop and Use Complex Spreadsheets

Knowledge Assessment Result Date

Part 1 – Follow Safe Work Practices Choose an item. Click or tap to enter

a date.

Task 1 Choose an item. Click or tap to enter a date.

Task 2 Choose an item. Click or tap to enter a date.

Part 2- Develop and use Complex Spreadsheets Choose an item. Click or tap to enter

a date.

Task 1- Roleplay Activity Choose an item. Click or tap to enter a date.

Task 2- Sales Summary Choose an item. Click or tap to enter a date.

Task 3- Quality Audit Report Choose an item. Click or tap to enter

a date.


Task 4- Spreadsheet Template Choose an item. Click or tap to enter

a date.

Task 5- Balance Sheet Choose an item. Click or tap to enter a date.

Task 6- Trading Statement Choose an item. Click or tap to enter a date.

Task 7- Financial Ratios and Graphs Choose an item. Click or tap to enter

a date.

Part 3- Conclusion Choose an item. Click or tap to enter a date.


· web view2019-08-21 · thank you for completing those spreadsheets on time for my meeting. i...

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