WBHS – 2020 – Digital Technology – US 29770 (v1.

0) – 3 Credits

Excel Spreadsheet task

Achievement Standard: US 29770 (v1.0)
Standard title: Use the main features and functions of a spreadsheet
application for a purpose.
Credits: 3 (Level 2)

Overview and Brief:

Mr Mike Hansen is the owner of two Brewers World outlets which sell home brewing equipment and
ingredients. He has branches in Whangarei and Kerikeri.
Mr Hansen is worried about his branch expenditures exceeding their monthly budgets. He needs to create a
spread sheet to analyse what is actually happening so that he can identify where these cost blowouts are
occurring in order to take remedial action. He has provided you with the figures for August this year for both
the Whangarei and Kerikeri branches.
It is particularly important for him to be able to identify how much each of the branches has overspent and
which one has overspent the most on a percentage basis.

Specifications
 The budgeted and actual costs are entered, formatted and totalled.
 The difference between the budgeted and actual figures is calculated.
If the actual amount is less than the budget, the figure is negative.
 Find the totals difference to help pick up any errors.
 The percentage change (difference divided by budget) is calculated.
Do the same calculation with the totals, to find the overall percentage change.
 A projected cost for the next month is determined by adding the percentage change to the actual cost.
Projected Cost = Actual Cost * (1 + % Change). Also, do the projection with the totals.
 Find the maximum, minimum and average for the differences and the percentage changes.
 All currency amounts are to be formatted to two decimal places, and all percentages to one decimal place.
 A vertical column graph showing the budgeted and actual figures for each category is required.
Information Provided

Brewers World August

Whangarei Branch Kerikeri Branch

Category Budget Actual Budget Actual

Electricity $200.00 $272.12 $280.00 $332.30

Advertising $700.00 $610.00 $550.00 $450.00

Insurance $500.00 $517.75 $410.00 $450.00

Internet $200.00 $347.53 $200.00 $181.00

Miscellaneous $200.00 $211.23 $250.00 $275.35

Phone & Fax $550.00 $615.03 $500.00 $710.00

Motor Vehicles $400.00 $674.00 $360.00 $330.00

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WBHS – 2020 – Digital Technology – US 29770 (v1.0) – 3 Credits

Postage & Courier $700.00 $771.27 $800.00 $913.75

Rent $2,150.00 $2,232.00 $2,500.00 $2,475.00

Repairs/Maintenance $1,000.00 $1,085.00 $1,000.00 $775.24

Salary and Wages $3,900.00 $4,701.24 $5,000.00 $5,284.84

Security $100.00 $135.00 $100.00 $100.00

Uniforms $150.00 $180.00 $120.00 $95.00

Mathematical Note
To add a percentage on to a number,
multiply the number by (1 + the percentage in decimal form).
For example, add 7% to $50 = $50 * (1 + 7%)

Difference Percentage Change Projected Cost

Actual - Budget Difference / Budget Actual *(1+ Percentage Change))

Task One: Create a plan

Read all the rest of the instructions before starting this part!
You should begin by typing your plan using Microsoft Word.

Create a plan for the spreadsheet. Your plan should be (typed):

1. A statement outlining the Purpose of the spreadsheet, who might use it and the method you used to
create the spreadsheets.
2. A list of the formulas you will use.
For example, to calculate gross_pay = total_hours x base_rate $ in row A.
3. What kind of graphs will you use and why. What is a pie graph usually used for?
4. The question that you will answer: which branch has overspent its budget by the greater amount on a
percentage basis? (the greater the % the greater the overspend).

Task Two: Produce a spread sheet.

1. Enter the information provided on the previous page for the Whangarei Branch Only.
Include a heading on your spread sheet indicating that this data is for Whangarei. The heading should be
merged and centred above the data cells.
Name the spreadsheet tab “WHANGAREI”.
Ensure that all data is formatted appropriately in terms of:
a. Cell width and height, alignment, wrapping and decimal places.
b. Make sure cell formats are correct for the type of data they are displaying, for example currency.
c. Autofill should `be used where multiple cells need the same formula.

2. Adding Columns
a. Add and complete columns for Difference, Percentage Change (should be in % format) and

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WBHS – 2020 – Digital Technology – US 29770 (v1.0) – 3 Credits

Projected Cost.
b. Create a Totals row at the bottom and complete for the Budget, Actual and Difference columns and
find the overall Percentage Change (% format) and Projected Cost.
c. Move the totals row down one row so there is an empty row between it and the row above.
d. Add rows in column A with appropriate labels and find the maximum, minimum and average of the
Difference and Percentage Change columns.
e. Put a border around the page.
f. Sort “category” data alphabetically (A-Z) (and the corresponding columns)
g. Set the gridlines to be visible on the page (Check where this is set)
h. Insert a new column to the right of the “projected cost” column, Copy the projected cost column
content into this. Then change the cells to show the formulas (Change the heading to reflect this, only
show formulas for these cells not the whole page)

To do this:
Select the cell. Format the cell as "General". (Right-click the cell, select Format Cells, and choose
"General.") Delete the "=" at the beginning of your formula, and hit Enter.

i. Add a comment for the cell containing the company name “Brewers World” and note the parent
company is called “Brewers Planet”.
j. At the bottom of the page below the totals row against the left side put in the word “DATE” and in the
cell next to it insert the date today (Format the cell for date). The format should be dd/mm/yyyy
k. Add a header and footer, the Header should have your first and last name and class 11DGT, the footer
needs to have the page number.
l. Use Search and replace – to locate the cell with “internet” in it and replace it with “Internet-Fibre”
m. Count function – Below the date cell, put in the formula to count some of the cells in the spreadsheet.
You can choose which.
n. Check your Formula’s are correct and producing the right result

User interface:
o. Create a help sheet tab, called “help”, put at least one topic in there such as how to find headers and
footers, put in appropriate headings like number, topic etc. This should take the format of a table.
p. Navigation between worksheets – you should be able to navigate between the sheets.

3. Preview your spread sheet. It needs to fit on just one page. Make sure you have put your name into the
header and class. You can check by choosing File – Print, and seeing if it is on one page.
4. Create an expanded 3 D pie chart of the Actual Expenses for the Whangarei Branch. Set an
appropriate title for the chart/graph.
5. Save the spread sheet with the name Whangarei.xls to your desktop and also a copy on the Google drive in
your class assignment folder. E.g; 11DGT folder in your Excel – US29970 folder.
6. Turn on spread sheet formulas [ctrl] + [`], and preview the spread sheet checking it for errors. (Turn off
when done)
7. Print Preview your Spreadsheet It needs to fit on just one page.
a. Switch to landscape and use scaling if needed.
b. Make sure the headers and footers will print.
c. Make sure Gridlines are visible
d. Print to PDF – Save the file with the name Whangarei branch - yourname
e. Select the graph only – Print to PDF (active selection) with the file name Whangarei Chart expenses 2
– yourname.pdf
f. Select the “Help” tab and Print to pdf the active sheet, save with the filename Help sheet –
yourname.pdf

Task Three: Use the spread sheet

1. Locate and open your Whangarei excel file, copy it and name the new file Kerikeri.xlsx spread sheet
file. Name the spreadsheet tab “Kerikeri”.

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2. Delete the budgeted and actual figures for the Whangarei Branch, and enter the data for the Kerikeri
Branch . (Don’t forget the original data is not sorted alphabetically)
Be sure to have a heading indicating that this is the Kerikeri data. Save your file on the local drive
(google drive later).
3. Create a column graph showing the budgeted and actual figures for the Kerikeri Branch (This usually
works better on a separate sheet). Make sure that your chart has a title and labels for both axes. The
categories should be along the horizontal (x) axis.
4. Preview the chart. Ensure you have your name in the header, and that your chart is appropriately
oriented on the page. Print the chart only to pdf with the name Kerikeri chart expenses – yourname.pdf
and save in your MS Excel US29770 folder locally and on google drive.
5. Insert an answer to Mr Hanson’s question (which branch has overspent its budget by the greater
amount on a percentage basis?) onto this spread sheet.
Save your work with the name Kerikeri.xlsx onto the desktop and the Google drive in the correct area.
6. Preview your spread sheet. It needs to fit on just one page. Print preview the spreadsheet. Print to pdf
with the file name “Kerikeri branch – yourname” save to your local folder and google drive.

Task Four: Evaluate your spread sheet

1. Make sure that your spread sheets contain all the things that are required, and that you have answered
the question.
2. Make any necessary changes until you are satisfied.
3. Create an MS Word document, write a short statement to confirm that your spread sheet complies with
the brief. Put your name at the bottom and today’s date. Confirmation – meets the brief.docx

Marking Schedule Result:

Task 1: Create a plan

1. Statement of Purpose (Plan)
a. Who would Use It
b. Method

2. Formula used

3. Graphs used AND why

Task 2: Produce spread sheet

4. Formatting – names fit, currency two decimals, % to one

5. Formulas

6. Header/Footer

7. Preview/Print (to pdf) – Save locally and Google drive

8. Create/Format 3D Pie Chart

Task 3: Use the spread sheet

9. Use template to create new spreadsheet, save locally and cloud storage,
headers and footers

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WBHS – 2020 – Digital Technology – US 29770 (v1.0) – 3 Credits

10. Create/Format: Column Graph (title, axis names)

11. Compare expenses

12. Answer Mr Hansen’s question

Task 4: Evaluate spread sheet

13. Confirm Your Spreadsheet Complies

14. Make sure you have all the output files
a. Plan.docx
b. Whangarei.xlsx
c. Kerkeri.xlsx
d. Whangarei branch – yourname.pdf
e. Whangarei Chart expenses 2 – yourname.pdf
f. Help sheet 3 – yourname.pdf
g. Kerikeri branch – yourname.pdf
h. Confirmation – meets the brief.docx
i. Send all the files to a compressed zip folder and put
your full name and class on it yourname-11DGT-
Excel.zip this will be submitted on google classroom.

Final Grade A / NA

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