BSBITU402 - Develop and Use Complex Spreadsheets - Alex Motors Case Study - Finance Assignment Help

Assignment Task -                 
 

Written Questions Assessment Task 1

1. Name and describe Ten (10) Advanced functions of Microsoft Excel spreadsheet software application.

2. Discuss in about 100 - 200 words how formatting and designing of data can affect the presentation and readability of information in your workplace.

3. Write a short report to explain work health and safety requirements on ergonomics, work periods and breaks and conservation techniques to be implemented at the workplace when using computers to perform work tasks.

Project Assessment Task 2

Use your own workplace information and experience or simulated workplace information to complete all the below parts

Part A

1. How will you organise your personal workspace to meet the WHS ergonomic requirements for organisations?

2. Your employer would like to borrow $250000 to buy some land. The current interest rate is 8.3% and you would like to pay the loan back over twenty-five years. Write a specification for a spreadsheet that allows you to enter the above data and sheet that will enable to use a formula that will calculate your weekly repayments for the first year (52 weeks).

3. In relation to your own organisation explain the following:

Data entry requirements

Data storage requirements

4. Create a mind map diagram of all the potential problem areas in terms of energy and resource use within your workplace.

Build on this mind map by adding examples of energy and resource conservation techniques that could address each problem.

 Attach your finished diagram

Part B

1. Prepare a loan amortization spread sheet for a company loan. The accountant wants you to use the PMT function to calculate the monthly payment on the loan with an annual interest rate of 5%, a 2- year duration and a present value (amount borrowed) of $20,000. You are required to use named ranges for the input cells.

2. What are the steps you would take to link your spreadsheets?

3. Create an example spreadsheet to be used in your workplace or simulated workspace in Excel including the linking process, Copy and attach the images or screen shots of the formulas or process followed to complete the linking process.

4. Create a simple spreadsheet that is relevant to your workplace or simulated workspace. In this spreadsheet, use both relative and absolute cell references and formulas. Include a short task specification for the spreadsheet. Test the formulas entered are correct the calculations are correct.

5. Identify four situations in which spread sheet automation or macros could increase efficiency.

Case study Assessment Task 3

Scenario

Alex Motors is a medium sized second-hand car yard. There are 15 permanent staff, 5 office staff and 10 salespersons. There are between 80 and 200 cars on the lot at any one time.

The Manager wants to employ more casual staff to keep the car yard tidy and the cars clean. You have as been asked to prepare an excel spreadsheet with macros included to easily manage the permanent staff salaries and wages for each month. The Car Yard Owners secretary provides you with the standards that the organisation uses when creating spreadsheets (Refer to Appendix 1) and the Sales Team Coordinator provides with employee details, sales figures other information needed for the workbook for Matt’s Motors (Refer to Appendix 2).

Questions

1. Create an automated spread sheet using the macros to record salaries of permanent employees.

2. Check the spreadsheet as per the organisation standards.

3. Convert the automated spread sheet into a suitable template for the business.

4. During the current month, all salespersons have made 10% more sales than the past month. Prepare spreadsheet using macros function.

5. As per the case study scenario what documents and persons do you need to go to if you have any concerns about designing and producing the spreadsheet?

6. Following the organisations printing and paper size requirements to Print Copies of the Last month and current month’s wages spread sheets.

7. Name and Save the Excel Workbook Following the organisation’s standards.

8. After the documents is created do a short presentation to the secretary and sales team to get the approval on the spread sheet.

9. Using the information in Appendix 2 prepare a suitable graph to present the sales personnel earnings for the past and present month.

10. Prepare a user instruction sheet for the macros spread sheet.

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