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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







  2. Enter the formula required to calculate the total expenditure for the month of January. Copy this formula for the other months
  3. Enter the formula required to calculate the total expenditure for Highlighters. Copy this formula for all other stationery items
  4. Enter the formulae to obtain Average of Monthly Totals, Highest Monthly Total and Lowest Monthly Total. Format these results to no decimal places
  5. Sort the spreadsheet into alphabetical order by Stationery
  6. Format the data so that figures are displayed as currency
  7. Format the spreadsheet so that it is displayed appropriately (bold, shading, borders, centred vertically and horizontally, landscape, fit to one page etc)
  8. 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

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
    3. The company no longer uses Whiteboard markers. Delete that row
    4. Sort the spreadsheet so that the Total column is in descending order
  2. Print two copies of the amended spreadsheet, one showing the formulae and one showing the results

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

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

  1. Design a spreadsheet for the month of November 2003, based on the following data. You will need to calculate
    1. Total monthly wages, which includes commission for travel consultants
    2. Employer superannuation contribution (be sure to use an absolute reference)
    3. Voluntary superannuation contribution
    4. 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%

    Your name

    Your name

    $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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