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SPSW Revision • Tabulate Accounting Data – Sales, COS, Gross Profit, Expenses, Net Profit – Profit Margins • Sum • Formatting – %, Comma, Currency, etc – Show formula – Conditional Formatting • Printing – Autofit – Header/footer • Charts/Graphs inc title, labels, axes etc

SPSW Revision Tabulate Accounting Data – Sales, COS, Gross Profit, Expenses, Net Profit – Profit Margins Sum Formatting – %, Comma, Currency, etc – Show

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Page 1: SPSW Revision Tabulate Accounting Data – Sales, COS, Gross Profit, Expenses, Net Profit – Profit Margins Sum Formatting – %, Comma, Currency, etc – Show

SPSW Revision• Tabulate Accounting Data– Sales, COS, Gross Profit, Expenses, Net Profit– Profit Margins

• Sum• Formatting– %, Comma, Currency, etc– Show formula– Conditional Formatting

• Printing– Autofit– Header/footer

• Charts/Graphs inc title, labels, axes etc

Page 2: SPSW Revision Tabulate Accounting Data – Sales, COS, Gross Profit, Expenses, Net Profit – Profit Margins Sum Formatting – %, Comma, Currency, etc – Show

Revision task 1• Monthly Sales200, 315, 440, 520• COS 100, 240, 360, 450• Expenses 20, 30, 70, 80

• Enter data• Show Gross and Net Profits• Show Gross & Net Profit Margins• Make it look nice• Make losses stand out by changing colour• Print (with footer showing Name, Date, AAT Reg)• Copy to a new worksheet• Show formulae• Print again• Produce a suitable chart

Page 3: SPSW Revision Tabulate Accounting Data – Sales, COS, Gross Profit, Expenses, Net Profit – Profit Margins Sum Formatting – %, Comma, Currency, etc – Show

SPSW Revision

• Functions– Maximum, Minimum, Average– IF

• Sort• Filter eg by date• Pivot tables

Page 4: SPSW Revision Tabulate Accounting Data – Sales, COS, Gross Profit, Expenses, Net Profit – Profit Margins Sum Formatting – %, Comma, Currency, etc – Show

Revision Task 2• Usain Bolt 9.58, 9.7, 9.8, 10.1, 9.9, 10.4• Carl Lewis 9.94, 9.86, 10.0, 10.5, 9.8, 10.0• Linford Christie 10.1, 10.3, 9.97, 10.5, 9.87, 10.1

• Enter data• Add columns showing fastest, slowest and average times• Highlight times faster than the average• Draw a suitable chart for Usain Bolt • Add a line for Linford Christie• Delete Usain Bolt• Add a trend line for Linford Christie

Page 5: SPSW Revision Tabulate Accounting Data – Sales, COS, Gross Profit, Expenses, Net Profit – Profit Margins Sum Formatting – %, Comma, Currency, etc – Show

Revision Task 3

Division 1• Sales 200• COS 150• Expenses 60

Division 2• Sales 500• COS 300• Expenses 120

• Produce a Profit & loss account showing both divisions and the total for the firm• Add Rows showing Gross and Net Profit Margins• Add an IF statement which adds the word “profit” or “loss” to the bottom of each column depending on whether the net profit is positive or negative

Page 6: SPSW Revision Tabulate Accounting Data – Sales, COS, Gross Profit, Expenses, Net Profit – Profit Margins Sum Formatting – %, Comma, Currency, etc – Show

Revision Task 4

• Load Data File “Revision”

• Sort data by “sold by”• Filter to show only Jeep sales• Copy Jeep sales to a new worksheet• Using the original task 4 data– Create a Pivot Table showing total sales by person

Page 7: SPSW Revision Tabulate Accounting Data – Sales, COS, Gross Profit, Expenses, Net Profit – Profit Margins Sum Formatting – %, Comma, Currency, etc – Show

Revision Task 5• The salesforce receive the following commission levels– Jeep 3% – Citroen 5%– Fiat 2.5%

• Calculate the total sales by each person• Calculate the total commission received by each

person• Anyone with total sales more than the average gets a

bonus of 12% of their salary – add a column to show the bonuses

• Calculate the total Pay for each person

Page 8: SPSW Revision Tabulate Accounting Data – Sales, COS, Gross Profit, Expenses, Net Profit – Profit Margins Sum Formatting – %, Comma, Currency, etc – Show

Other possible issues

• Data validation• Lookup• Protection

Page 9: SPSW Revision Tabulate Accounting Data – Sales, COS, Gross Profit, Expenses, Net Profit – Profit Margins Sum Formatting – %, Comma, Currency, etc – Show

Revision Task 6

• Create a worksheet with 4 input areas as follows

• Validate - DOB box as a date- Reg number as whole number between 1000 and 2000- Region as one of North, South, East or West

• Check it works• Add suitable comments to assist the user

Name

DOB

Registration number

Region

Page 10: SPSW Revision Tabulate Accounting Data – Sales, COS, Gross Profit, Expenses, Net Profit – Profit Margins Sum Formatting – %, Comma, Currency, etc – Show

Revision Task 7• Enter the following Products and Prices

Product ID Product Price4034 IPhone 4S 6003287 IPhone 3GS 3192956 IPad 2 3992312 Apple TV 991354 Ipod Shuffle 40

• Use firstly “Lookup” and secondly “Vlookup” to produce a spreadsheet as shown below. The product ID is entered by the user – both the Product name and Price are automatically generated

Product ID Product Price

4034 IPhone 4S 600 Product ID 2956

3287 IPhone 3GS 319

2956 IPad 2 399 Product Name IPad 2

2312 Apple TV 99

1354 Ipod Shuffle 40 Price 399