Practice Assessment Material 1

Transcription

1 Practice Assessment Material 1 Spreadsheet Software Note: this practice material is intended to familiarise students with the type of task they can expect in an AAT assessment. For a complete practice assessment refer to the sample reproduced at the end of the Spreadsheet Software textbook from Osborne Books.

2 2 spreadsheet software This case study is in two parts. All spreadsheets should be titled and contain a footer with your name, date and AAT registration number. You are required to open or download an existing spreadsheet for some of these tasks (from the internet: Resources at or from a memory stick provided by your assessor). You have two and a half hours to complete the tasks and a high degree of accuracy is required. PART ONE Sunshine Packaging is a company selling packaging into 6 European countries. You are requested to produce figures summarising 12 months trading to compare with the figures produced by the accounts system. All figures below are for the same 12 month period. The figures for the 6 countries are as follows: Sales UK 135,456 Germany 65,612 Italy 47,200 Greece 35,439 Spain 60,523 France 100,109 The information about the cost of sales is shown below: UK 40,120 Germany 25,100 Italy 20,239 Greece 14,591 Spain 29,251 France 60,763 The expenses incurred were as follows: UK 30,150 Germany 10,562 Italy 18,750 Greece 15,069 Spain 17,320 France 28,879

3 practice assessment 1 3 Task one 1a 1b 1c 1d 1e Prepare a spreadsheet, showing all the above figures, with the heading Regions in A5, and the country names from A6 to A11. The headings Sales, Cost of Sales, Expenses, Total Costs, Cost of Sales v Sales, Gross Profit, Net Profit should then be put into columns B, C, D, E, F, G & H respectively in Row 5. After entering the data create a formula in the cell for the UK to show Total Costs and copy this formula into the remaining cells (for the other countries). Total Cost is the value of Cost of Sales and Expenses combined. Enter a title for the worksheet Sunshine Packaging (cell A1) in bold and underline. Enter the heading Regional figures for (in cell A3). Make sure all column widths are suitable. Create a formula to express Cost of Sales as a percentage of Sales (column F). Copy the formula into the cells for the other countries and display the results as a percentage with % sign and 2 decimal places. Formulate cells for UK to show Gross Profit and Net Profit, then copy these formulas into the cells for the other countries. Gross Profit is Sales less Cost of Sales, and Net Profit is Gross Profit less Expenses. Enter the word Totals in cell A13. Use formulae to total each value column. Then for Cost of Sales v Sales in the row for Totals, create a formula for the average Cost of Sales v Sales across all regions (display to 1 decimal place). Place a single line thin border above and below each of the cells holding a value in the totals row. 1f Format all value cells to currency rounded to the nearest. 1g Name the worksheet SUN-1 and print a copy in Landscape format.

4 4 spreadsheet software Task two In the same spreadsheet name a second worksheet SUN-2. Open the workbook Databook1. 2a 2b Copy into the Sun-2 worksheet the information found in the Monthly Sales by Region worksheet in the Databook1 workbook. Enter in the SUN-2 worksheet the title Regional Sales Detail, row 2, centred over columns E, F, G. Change the font for all information to Arial 10. Insert a column between row A & B, label it Total Sales, and enter formulae to populate this column. Use conditional formatting to change cell content to a light red fill to highlight any regional total which is less than 100,000. 2c Enter the word Totals in bold in cell A11. Formulate the totals for all value columns (row 11). 2d 2e Move the Totals row so that there is a blank line between it and the sales data. Change the format of all totals to be bold with a continuous single line above, and a continuous doubleline below. Produce a pie chart showing total sales per country with Total Sales by Country as the title. Place this pie chart on the same worksheet containing your data and show percentage figures and country for each slice on the chart. 2f Ensure column widths and row heights are suitable. Format all value cells to currency, with a comma to represent thousands, and align to the right of cells. 2g 2h 2i Make adjustments to ensure the data and graph would print on just 1 page in Landscape format. Print out a copy of the SUN-2. Save the whole workbook as Sun Packaging.

5 practice assessment 1 5 PART TWO Chemical Industries Chemical Industries sells chemicals to business, selling a range of products for cleaning and engineering. There are three worksheets for this task: Product Sales Data, Profit Margins (%), and Sales Commission (%). Task one From the Databook1 spreadsheet copy the contents of the Product Sales Data worksheet into a new workbook and the Profit Margins data into another worksheet within the new workbook. 1a 1b 1c 1d 1e 1f 1g 1h 1i Insert formulae to calculate: i The total value of sales for each sales person using a new column heading Total Sales in column G. ii The profit (using the Profit Margin Data) generated by each sales person on each product type (use columns H to K) with no decimal places. Place a heading Profit in the merged cells H4, I4, J4, K4. iii The total profit generated by each sales person using a new heading Total Profit in column L. Format the spreadsheet with titles in bold numbers with commas to represent thousands and no decimal places Adjust column width as necessary Centre all headings and insert signs at the head of each column Sort the spreadsheet by Total Profit (descending). Save the workbook with the file name Chemical1. Also save this same workbook as Chemical2. Using Chemical2, hide all product types sales columns except Cleaning. Copy all the data from the Sales Commission worksheet in Databook1 and Paste to Row 19 onwards in Chemical2. Create a new column Commission (in bold) in row 5 and use a VLOOKUP function to populate this column by applying sales commission percentages. Show the results rounded in. Rank the spreadsheet by surname alphabetically. Save the workbook with filename Chemical2.

6 6 spreadsheet software Task two Chemical Industries sell a range of products. Open the Monthly Sales worksheet from Databook1, copy this data to a new workbook and name the worksheet Sales Data. 2a 2b 2c Create a pivot table to show the total revenue from each type of product. The pivot table should be displayed to the right of the data provided. Show the detailed product sales for Lubricants from the pivot table on a new worksheet called Lubricant Detail in Chemical3. Save the workbook as Chemical3. Task three Short answer questions Insert answers to these questions into the Chemical3 workbook (beneath the pivot table) with the heading Task 3 answers and save the information. i) If you wanted to visually compare sales information for 3 different regions on a month by month basis what type of chart would you NOT use? A B C bar chart pie chart line chart ii) Which of the following functions could you NOT use to populate a cell with the current date? A DATE B DAY C TODAY D NOW