Professional Documents
Culture Documents
1 Overview
This assignment requires you to create a professional business application using Microsoft
Excel 2016/ Microsoft Excel 365 (or later compatible releases). The purpose of this assessment
is to test the student’s ability to operate and manage business data in spreadsheets. The
assessment requires no prior technical background. Moreover, it is designed for business
students in general to appreciate basic IS applications. Prior familiarity with the software tool
could be beneficial but will not guarantee a significate advantage or higher marks. Through
tutorials, students are exposed to practical exercises like those in the assessment and develop
the skills to manage data in Excel and use these skills to complete this assessment. It is essential
that students carry out the required readings and preparation for each tutorial before
attending/attempting each tutorial and this assessment.
The assessment is worth 40% of your grade in this course. This is an individual assessment –
group work or any collaboration on the assessment is not permitted. This assessment consists
of several tasks to be completed in Excel.
2 Template
The Excel template of the expected worksheets is available on the BISM7202 Blackboard site.
The Excel template provided must be used as the basis for the assignment. You may change
the visual formatting (colour, fonts, data format presentation, etc) to provide a professional
finished project, but nothing else (e.g. its structure except when you are asked to do so).
3 Your Task
This assessment requires you to complete an Excel workbook file using Microsoft Excel 2016/
Microsoft Excel 365 (or later compatible releases) based on the specification in this document.
The Excel workbook consists of several sheets you should develop.
5 Sheets
5.1 Student Information
First enter your details: name and student ID (8 digits only without an ‘s’).
In addition, list any assumptions that you have made when you developed your assignment.
The assumptions allow examiners to understand your work in contexts. If you do not make any
assumption, please leave the section empty. Assumptions to be considered when marking must
be logical. It is a good idea to discuss assumptions you have with your tutor.
5.2.1 Performances
This table shows the different performances, and which type each performance is. A
performance can be a mainhouse, early week, or childrens performance. The table also shows
the number of shows there were for each performance.
Tax is withheld using the following tax rates for 2018-2019. This information has been entered
for you already.
Your first task is to download the PerformanceData.csv file from Blackboard. This contains
the performance data for 2018. You are required to import the data into the Cast Allocations
Sheet in columns A:D.
After you have imported the data, you need to complete the table by using lookups to record
the type of performance. You need to calculate the payment without longevity bonus for the
performance. Using the payment value, calculate the income percentage breakdown for the
employee from the performance (what the percentage a performance’s payment is compared
to all the performances they were in). Lastly in this table, you need to calculate the longevity
bonus applied to the performance payment.
In the same table, add conditional formatting so that the entire rows of the table (columns A:H)
is highlighted in (a default colour setting) pale green background with green text if the cast
member performed in more than 3 performances in 2018, and (a default colour setting) pale
red background with red text if they only performed in a single performance.
Using the data in the table in columns A:H, complete the table in J3:M7 using formulas. The
table needs to total the value of payments and longevity bonus for different performance types.
Using this new table, produce two pie charts. The first pie chart should show the total value
and percentage of the payment for each performance type, while the second pie chart will show
the same however for the longevity bonus. These charts should be placed in J9:O21 and
J22:O35, respectively.
The last step for this sheet is to produce a PivotTable and PivotChart which will be each placed
on their own sheets. The PivotChart should be a clustered column and placed on a Chart Sheet.
The PivotTable and PivotChart should be based on the table in A:H. These need to display the
combined payment and longevity for the performance types and performances compared to the
different cast positions.
The sheet is set up to do search, filtering and totalling at the top and from row 12 the employee
payroll information is calculated.
Your first task on this sheet is to insert a lookup and calculation-based formula to determine
the total annual income of each employee. The income should include the annual rate/stipend
and performance income. You need to calculate the longevity bonus and employer
superannuation contribution using lookup-based formulas. Many employees have a HELP
debt; for these employees, calculate the HELP amount that is withheld from the employee
salary using lookup-base formulas. Finally calculate the annual tax and net income for each
employee.
To easily identify the employees with a HELP debt who have had money withheld, apply
conditional formatting to the table to show the entire row of data (columns A:L) for the
employee as (a default colour setting) pale yellow background with yellow text.
Using two named ranges (Database and Criteria), set up an advanced filtering section which
uses AND-based filter for the filtering criteria entered in the Criteria named range. Using the
same named ranges, use database functions to calculate the total, minimum, average and
maximum values for the listed headings. The formulas should be robust and not display errors.
When you submit your assignment, have the criteria set to show anyone with a HELP debt.
Have advanced filtering turned on based on these criteria.
For this you will create three two-variable data tables. The data tables are comparing the
different suburbs in Brisbane, the number of properties in the suburb, with the month of the
campaign, ranging from one to ten months. Use the following information to calculate costs
and customer numbers.
Calculate the total cost for each month, total predicted customer increase for each month and
the cost per customer for each month. In the cost per customer section, use red-yellow-green
colour scale conditional formatting to highlight the best option with green being the best.
Set up the sheet to run the following scenarios. The scenarios need to calculate the total costs
of the advertising campaign, the total predicted increase and the cost of gaining each new
customer. There are twelve scenarios to consider. Save the results of the scenario analysis on
a new sheet. It should contain meaningful labels for each of the values altered (not cell
references).
The twelve scenarios are all combinations for the following situations:
The sheet you have for this contains two tables. The first table indicates each performance’s
preferences for different periods. The second table indicates the assignments of the periods to
different performances. A value of 1 in the table indicates that the period has been assigned to
the performance. A value of 0 indicates that the period has not been assigned. Only one period
can be assigned to each performance and each performance can only reserve one period; each
row and column of the table will have only one cell containing the value 1 and the rest of the
cells will contain the value 0.
The values in the preference value column should be no greater than 5 indicating each
performance will receive no worse than the 5th best choice. The preference total cell contains
the sum value of these scores.
You are required to save the result of the Solver to an Answer Report and return the sheet to
just before you ran Solver.
In general, you are not allowed to use any non-English characters or insert any other columns
or tables. If you modify any existing features (unless explicitly instructed), please specify and
explain them in the assumption section on the student details sheet. When you develop your
solution, you should use (but are not limited to) the functions and features you were taught in
the tutorials. If you need functions or techniques that are not addressed explicitly in tutorial
exercises, you should explore your pre-tutorial reading materials and preparation exercises or
refer to the help component of Excel. Aspects of the assignment have purposefully been
designed to train and test a student’s self-learning ability with a software application, and thus,
have not been included directly in a tutorial exercise.
Brisbane Arts Theatre is operated in a professional manner and it is expected that your Excel
workbook will be used by other staff, and potentially updated in the future by others. Therefore,
you would be well advised to make your work of the highest quality (e.g. apply screen freezing
to long pages, use name references where appropriate, use lookup functions instead of nested
ifs where a data table exists, do not hardcode changeable data, use appropriate fonts and
colours, graph axes and titles, etc). Keep in mind, however, that your work will be judged
primarily on the quality of your solution, less on their appearance.
7 Plagiarism
It is understandable that students talk with each other regularly and discuss problems and
potential solutions. However, it is expected that the submitted assignment is a unique document
– all parts of the assignment are to be completed solely by the individual student. The best
practice to avoid misconduct is to not look at another student’s file and not show your
solution to another student. In case where an assignment is perceived to not be a unique work,
a loss of marks may occur.
For further information about academic integrity, plagiarism and consequences, please visit
http://ppl.app.uq.edu.au/content/3.60.04-student-integrity-and-misconduct.
8 Submission
To be done through Blackboard Assignment Submission, your Excel Workbook file MUST be
named in the format of BISM7202_StudentLastName_StudentID.xlsx.
If your ID is 41724943 and your family name is Smith, the name of your file would be
BISM7202_Smith_41724943.xlsx.
9 Important Date
Submission Due Date: 20 May 2019 at 13:00 / 1pm
10 Late Submission
Request for extension of the assignment due date will need to be done via the submission of an
online application at this link: https://my.uq.edu.au/node/218/0#0.
You will incur penalties of 5% of the total available marks if your work is submitted late (i.e.
after the due date and without an approved extension). The penalty once calculated is deducted
from the marks awarded for the assessment. Assessment submitted more than 10 days after the
due date will receive zero marks.
11 Marking Rubric
This assignment is worth 40 marks. The marking rubric below is designed to reflect a marking
scheme of 100 points that are at the end scaled back to 40 marks. If you received 75 points out
of 100 points on the below rubric, your final mark out of 40 is calculated as follows: 75 ÷
100 × 40 = 30. Therefore, the final mark would be 30 out of 40.
Conditional
6 0–2 3–4 5–6
Formatting
unprofessional process in developing solution.