Educating for Excellence Australian Ideal College Registered as Australian Ideal College Pty. Ltd. ABN: 15 126 592 756 RTO No.: 91679 CRICOS Provider Code: 03053G Campus: Level 8, 75 King St, Sydney NSW 2000 Australia Tel: +61-2-9262 2968 Fax: +61-2-9262 2938 Email: [email protected] Website: www.idealcollege.com.au AIC-UP- BSBITU306 –V2.0 Page 1 of 2 Assessment Cover Sheet Course Certificate IV in Accounting FNS40615 Term/Block Unit Code BSBITU306 Unit Name Design and Produce Business Documents Assessment Type Assessment Task 2 - Assignment Time allowed Date Room Instructions for completing this form • Complete Sections A and B • Attach this two-page cover sheet to your assessment submission • Submit your assessment to your trainer/assessor • Retain Section B as proof of submission • Please refer to the Plagiarism Policy and Assessment Appeal and Reassessment Policy in the Student Handbook for more information. Section A – Student Details (student to complete) Student Name Student ID Student Declaration • I declare that the work submitted is my own, and has not been copied or plagiarised from any person or source. • I have read the Assessment and Student Handbook and I understand all the rules and guidelines for undertaking assessments. • I give permission for my assessment material to be used for continuous improvement purposes. Signature: ____________________________ Date submitted: ____/_____/_____ Section B – Receipt (student to keep a signed copy of this section as proof of submission) (Student to complete) (Assessment receiver to complete) Student name: Date received: ____/_____/_____ Student no: Received by: Task No.: Educating for Excellence Australian Ideal College Registered as Australian Ideal College Pty. Ltd. ABN: 15 126 592 756 RTO No.: 91679 CRICOS Provider Code: 03053G Campus: Level 8, 75 King St, Sydney NSW 2000 Australia Tel: +61-2-9262 2968 Fax: +61-2-9262 2938 Email: [email protected] Website: www.idealcollege.com.au AIC-UP- BSBITU306 –V2.0 Page 2 of 2 Section C – Assessment Result (Assessor to complete) Assessment Completion Status (Please Circle) Satisfactory Not Satisfactory Assessor name: Assessor signature: Date assessed: ____/_____/_____ Comments (Assessor to complete) Educating for Excellence Australian Ideal College Registered as Australian Ideal College Pty. Ltd. ABN: 15 126 592 756 RTO No.: 91679 CRICOS Provider Code: 03053G Campus: Level 8, 75 King St, Sydney NSW 2000 Australia Tel: +61-2-9262 2968 Fax: +61-2-9262 2938 Email: [email protected] Website: www.idealcollege.com.au AIC-UP- BSBITU306 –V2.0 Page 3 of 2 Task 2 Assessment Instructions This is an individual assessment. There are two parts in this task. If you need help understanding any questions, ask your assessor to explain. Part A You will create an account statement using Excel. The data will be held in tables within Excel and these will be formatted so that the account statement can be printed as a report. Several graphs will be created from the data and these will also be displayed in the report which, when completed, will be printed in black and white. If you need help understanding any questions, ask your assessor to explain. Procedure 1. Open the spreadsheet provided by your assessor titled ‘Plants for show’ and make the following changes: In Worksheet 1 a. Format the data into a table b. Insert a row showing total sales for each month over the year 2016 and a column showing total sales for each client. c. Insert a row to determine the average sale of each month over the 12 months. d. Create a graph titled ‘Client Annual Sales 2016’ showing total sales for each client. e. Create a graph titled ‘Client Monthly Sales 2016’ showing total sales for each month over the year 2016. f. Move two charts underneath the table and make the chart the width of the table. g. Name the worksheet as ‘Client Sales 2016’. In Worksheet 2 a. Format the data into a table b. Insert a row showing total sales for each month over the year 2016 and a column showing total sales for each plant. c. Create a graph titled ‘Annual Plant Sales 2016’ showing total sales for each plant in 2016. d. Name the worksheet as ‘Plant Sales 2016’. In Worksheet 3 a. Create a table showing top 5 selling plants with their name and total annual sales figure. b. Create a pie chart titled ‘Top 5 Selling Plants’ showing percentage of sales for top 5 plant in 2016. c. Name the worksheet as ‘Top 5 Selling Plants’. 2. Format all tables to show the figures as currency with no decimal places. 3. Scale all worksheets so that it prints on one landscaped page. Educating for Excellence Australian Ideal College Registered as Australian Ideal College Pty. Ltd. ABN: 15 126 592 756 RTO No.: 91679 CRICOS Provider Code: 03053G Campus: Level 8, 75 King St, Sydney NSW 2000 Australia Tel: +61-2-9262 2968 Fax: +61-2-9262 2938 Email: [email protected] Website: www.idealcollege.com.au AIC-UP- BSBITU306 –V2.0 Page 4 of 2 Part B You are required to answer a series of question using Microsoft Word. Question 1 Indicate which applications you would consider the most suited to the production of the following documents. Limit your answer to one application only for each document and give reasons for your selection. Document Application Reason A catalogue of books in a library Display of the end of year figures which have been calculated for an organisation The minutes of a meeting A demonstration of the steps required to introduce a new fire drill. The comparison of prices and features of a proposed telephone system Question 2 What factors will affect the decision of what software to use? Question 3 Give a short description of a range of functions and features of computer applications that can be used to design business documents. List at least six. Question 4 What type of organisational standards might exist for creating business documents? Question 5 What organisational requirements need to be considered when designing and formatting the layout of a document? Give at least three examples. To be deemed competent you will need to successfully demonstrate the following: You must: • submit a soft copy of the file named [Your Student Number] Plants for show ddmmyy. • submit a printout of the followings: o Client Sales 2016 including table and charts on a single A4 page. o Plant Sales 2016 including table and chart on a single A4 page. o Top 5 Selling Plants including table and chart on a single A4 page. • answer all questions in part B satisfactorily.