Highlights
Description:
There are six spreadsheet tasks that you should complete. You should aim to complete all tasks - failure to complete some tasks will impact on the rest of the assignment. For the purposes of this assignment, assume that you work for the retail organisation, Sun City, and have been asked to create a spreadsheet to manage sales information per the following information: Sun City's Manager, has implemented some changes within the organisation and has introduced Excel to record sales transactions for the company. The sales consultants frequently ask questions of their manager about their commission (a payment over and above wages for meeting sales targets) and she is unable to give them the information quickly because she calculates the commission on a piece of paper at the end of each month. Sales Consultants (Colleen Dickey, Nigela Newham, and Christine Collins) sell a range of clothing, accessories and shoes. If they sell over $30,000 per month they get a commission of 3.5% of their sales. Sta? must pay a withholding tax of 6% on any commission earned and this needs to be calculated and subtracted from the total amount of commission paid. (Withholding tax is a government tax for people who earn over and above their salaries or wages on things like a commission.) The manager wants three rows somewhere in the spreadsheet that displays the average of all clothing sales for all consultants for the month, along with the maximum and minimum of the clothing sales ?gures. She also requested that you somehow cross-check the Total Sales. Because the manager is unfamiliar with Excel she has requested that you develop a spreadsheet that would show monthly: Sales for each salesperson (clothing, shoes, and accessories). Make sure you include a separate column for each category as well as a total column Commissions paid to each salesperson Withholding tax deducted from the commission The net commission each salesperson receives A graph showing just the salespersons' names and sales for clothing, accessories and shoes The current date and me is to be included somewhere on the spreadsheet. The current date/me should be displayed automatically once the spreadsheet is opened. February's ?gures have been supplied for you to start with. Sales Figures for February 201X:
In addition to creating several Excel workbooks, you will also record the answers to the questions contained in some of the tasks, in a word-processed report document that you create. The report should: Use headings for each task contained in it (not all tasks will require content to be included in the report) Use one of the following fonts (Arial, Georgia, Times New Roman, Trebuchet, or Verdana) in 12 points Be portrait orientation Include a header that has your name and the ?lename Include a footer that has page numbers and the date
Task 1: Plan
In your report identify and brie?y discuss at least two steps you need to think about before you create your spreadsheet.
Task 2: Create
Create a spreadsheet and call it "Your name February sales.xlsx" using the plan you created in Task 1. Enter the information provided in the scenario. Make sure you include: Sales for each salesperson Commissions paid to each salesperson Withholding tax deducted from the commission The net commission each salesperson receives Include a graph as detailed above (on the same sheet) A row for AVERAGE clothing sales A row each for the MAXIMUM and MINIMUM clothing sales A cross-check cell for total sales (if you calculated the total sales by adding down a column include a cross-check cell to show the total by adding across the rows or vice versa) You should have one ?le to upload once you have completed this task.
Task 3: Evaluate
Copy and paste the spreadsheet evaluation guide table (as previously downloaded from the page How to evaluate a spreadsheet) into your existing report and then complete the table within your report.
Task 4: Create a template
Create a template, by either: Copying your February sales sheet. Rename the copied sheet "Template" and delete the sales ?gures. Make sure it's the ?rst sheet in the workbook Protect the appropriate cells so formulae can't be changed but data can sll be entered Then copy the template spreadsheet when you want a spreadsheet for the next month's sales as required
Colleen sold $35,525 clothing, $245 shoes and $150 accessories Nigela sold $19,560 clothing, $2,980 worth of shoes, but $0 accessories Chrisne sold $51,180 clothing, $1,240 shoes and $295 accessories
This way you would be able to have one workbook with a template sheet and a separate sheet for each month Save the workbook as "Your name Monthly sales with template sheet.xlsx"
or
Save your workbook for February as a template. Rename to "Your name Monthly sales template.xlsx" and delete the February sales ?gures Protect the appropriate cells so formulae can't be changed but data can sll be entered Each month, open the template and save as a separate workbook for that month as required This way you would be able to have a separate workbook for each month's sales You should have one ?le to upload once you have completed this task.
Task 5: Use template
Use your template created in Task 4 and make either a March sheet or a March workbook. Save the workbook as "Your name MonthlySalesThroughMarch.xlsx." Then add the following data: The monthly target for sales in March is $32,000 and the commission rate is 4%. The Sales Figures for March 201X are Colleen sold $34,679 clothing, $670 shoes and $0 accessories Nigela sold $40,500 clothing, $2,000 worth of shoes, but $195 accessories Chrisne (our outstanding agent) sold $62,000 clothing, $1725 shoes and $1,295 accessories Sort the three salespeople into alphabetical order by ?rst name. You should have one ?le to upload once you have completed this task.
Task 6: Create a worksheet
Open your "Your name February sales.xlsx" workbook created in Task 2 and save as "Your name February Sales and Wages.xlsx." Insert the information below on a new sheet, name the sheet "Wages". This sheet will contain all of the sta? for Sun City including the three salespersons that you created in the ?rst workbook. The manager would like a column graph inserted to show gross wages earned by all employees. Add the following information to the "Wages" sheet: Headings: Family Name, Given Name, Hours Worked, Hourly Rate, Pay, PAYE Tax, Commission, Total Pay. Employees' PAYE Tax: each employee pays 24%. Make sure you use absolute cell referencing when you refer to this cell. Commission: Only the Sales personnel get commissions. Obtain a commission percentage from the cell within the February Sales sheet. (This demonstrates that you can link cells.) Sort all of the employees into alphabetical order by family name.
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