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InvestmentsSubmission detailsCandidate’s NameAssessor’s NameAssessment SiteAssessment Date/sThe assessment task is due on the date specified by your assessor. Any variations to this arrangement must be approved in writing by your assessor.Submit this document with any required evidence attached. See specifications below for details.Performance objectiveThe candidate must demonstrate the knowledge, skills and abilities required to prepare, develop and use a spreadsheet that includes automated and standardised spreadsheet options. They will also need to represent numerical data in graphical form using the spreadsheet data.Assessment descriptionYou are required to use Microsoft Excel to create spreadsheets for Covers Books that will manage the store’s investments.Covers BooksCovers Books is a small bookstore located in a local shopping precinct owned by DJ Mathis. Operating for just over two years, Covers Books specialises in fiction books and has built up a steady business with many repeat customers from the local area.DJ (the owner) has set up a small investment portfolio in the name of the store to better utilise excess cash.ProcedureImport the text file Covers Investments provided to you by your assessor into Excel and make the following changes:format the information into a table of figurescreate a chart titled ‘Investment Prices June 2009 – June 2010’ showing the price of each share over the 12 months covered by the dataname the worksheet ‘Investment Prices’.In a new worksheet titled ‘Investment details’ create a table that calculates the value of each share holding at the end of each month and then totals the share values for each corresponding period. You will need to include and refer to the additional information in Appendix 1 for this calculationCreate a charttitled ‘Total Investment Values’showing the value of the total investment over 12 months.From the figures in the ‘Investment Details’ table, use formulas to determine the average value of each investment over the 12 months.Create macros as follows:to print the ’Investment Prices’ chartto print the ‘Total Investment Value’ chart create buttons for each of the macros, ensuring you link the buttons to the macros.Save the file using the following format: [Your initials] Covers Investments with Macros ddmmyy.For example: DP Covers Investment with Macros 221210.Export the table of each share for 12 months and the related chart to a document:Format the document by adding the logo (copy from the Covers Fortnight payroll file provided for Assessment Task 2)Add an appropriate titleEnsure that the graph and table will print to a single A4 pageSave the report using the following format: [Your initials] Covers Investments Report ddmmyy.For example: DP Covers Investments Report221210Print a copy of the report file.SpecificationsYou must submit:a soft copy of the following files:the investment file named[Your initials] Covers Investments with Macros ddmmyythe investments report file named [Your initials] Covers Investments Reportddmmyy.a print out of the investments report.Your assessor will be looking for whether you have:analysed the task and determined specifications for spreadsheetsutilised spreadsheet design software functions and formulae to meet identified requirementslinked spreadsheets in accordance with software proceduresformatted cells and used data attributes assigned with relative and/or absolute cell references, in accordance with the task specificationstested formulae to confirm output meets task requirementsevaluated tasks to identify those where automation would increase efficiencycreated, used and edited macros to fulfil the requirements of the task and automate spreadsheet operationentered, checked and amended data in accordance with organisational and task requirementsimported and exported data between compatible spreadsheets and adjusting host documents, in accordance with software and system proceduresused manuals, user documentation and online help to overcome problems with spreadsheet design and productionpreviewed, adjusted and printed spreadsheet in accordance with organisational and task requirementsnamed and stored spreadsheet in accordance with organisational requirements and exited the application without data loss or damagedetermined style of graph to meet specified requirements and manipulated spreadsheet data if necessary to suit graph requirementscreatinggraphs with labels and titles from numerical data contained in a spreadsheet filesaved, viewed and printed graph within designated timelinesdeveloped complex spreadsheetsdeveloped graphical representations of data contained in spreadsheets.Your assessor will also be looking for:literacy skills to interpret and evaluate the purposes and uses of various features of spreadsheets and to use a variety of strategies for planning and reviewing own workproofreading and editing skills to check for accuracy and consistency of information by consulting additional resourcesnumeracy skills to collate and present data, graphs and related referencesknowledge of the advanced functions of spreadsheet software applicationsknowledge of the impact of formatting and design on the presentation and readability of dataknowledge of organisational policies and procedures.Adjustment for distance-based learners:Requirements are as per the above.The answers may be electronically transmitted to the assessor, for example via email.Your assessor will provide you with additional information on how you can meet these requirements.Appendix 1 – Additional investment informationSharesDate of PurchaseNo of SharesTeleCom (TC)01/07/20091000State Bank (SB)29/08/20091200United Retail (UR)01/07/20091500
BSBITU402A TASK3 ECXEL SPREAD SHEET

BSBITU402A TASK3 ECXEL SPREAD SHEET

Question # 00791068 Posted By: Eilene Updated on: 01/23/2021 12:44 PM Due on: 02/05/2021
Subject Business Topic General Business Tutorials:
Question
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Shares prices

Date	TeleCom (TC)	State Bank (SB)	United Retail (UR)

30/06/2009	7.62	27.59	14.47

31/07/2009	7.74	27.85	14.28

31/08/2009	6.82	21.17	15.45

30/09/2009	7.23	24.73	14.86

31/10/2009	7.41	22.16	14.71

30/11/2009	7.67	23.92	14.93

31/12/2009	6.94	28.17	15.03

31/01/2010	6.84	25.68	14.98

28/02/2010	7.01	26.12	15.22

31/03/2010	7.34	26.86	15.36

30/04/2010	7.22	25.99	15.67

31/05/2010	7.38	26.45	15.46

30/06/2010	7.55	26.62	15.51
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