Level 3 Extended

Diploma in
Information Technology
School of Sport, IT and A-Levels

Unit Number
and Title
Learning Aims
Covered
Assignment
Number and
Title
Assessor

42 Spreadsheet Modelling

Date Issued
Hand in Date
Feedback Date
Resubmission
Date
Duration
(approx.)

20/11/2014
18/12/14
16/01/2015
30/01/2015

Scenario

Develop a Complex Spreadsheet Model

42.2
Dennis Ojera

4 weeks
IP-IT is an Ipswich based firm of IT consultants who produce IT
solutions for medium sized businesses in the Suffolk area. They
would like a Spreadsheet based application which will monitor the
expenses that their employees incur when they need to travel to
the various organisations. At any one time there may be about 10
projects being worked on.
Each employee works on a particular project during the course of a
week. At the end of the week each employee submits a claim for
any expenses for particular projects under separate categories of
accommodation, meals, car miles and train travel.
Overnight
accommodation
Meals
Car travel

Train travel

50/night
Breakfast
Lunch
Dinner
<100
miles/wee
k
100-200
miles/wee
k
>200
miles/wee
k
Total of
ticket price

4.00
6.00
10.00
50p/mile
45p/mile
40p/mile

for week

The names of current employees are:

First
Name
Jessica
Andy
Marek
Gregor
Chris
Max
Alex
Anna
Ueli
Task 1

Last
Name
Brookes
Evans
Marton
McTavish
Queach
Brown
Branton
Molova
Bowen

Employee
Number
JB2
AE1
MM3
GM1
CQ1
MB2
AB1
AM1
UB1

Prepare your Spreadsheet, which will need to:

1. Record expenses for each employee each week (P2 in part)
2. Store the details for further analysis (P2 in part)
3. Analyse the total expenses for various categories each
month with explanatory notes included (P4 in part and
M2)
4. Present information on the way expenses claims vary over
time(P4 in part)
5. Flag up any employee who claims over 200 a week (P3)
6. Export the total expenses claim for October for payroll
purposes for each employee (P8)
7. Try and make the data as accurate as possible (P5)
8. Have an attractive data entry facility
9. Have automated features so that it would be easy to use for
a novice user (P6)
10.
Once the system is working add a menu page with
additional shortcuts, and navigation aids (M1)
On completion submit your Spreadsheet with an explanatory notes
included. (P2 in part, P3) Also submit your export file.

Evidence you
must produce
for this task

Completed Spreadsheet solution.

Report containing screenshot evidence with explanatory notes.
PDF file containing exported claim for October report

Criteria covered by this task:

Criterion
To achieve the criteria you must show you are able to:
Reference
Develop a complex spreadsheet model to meet particular needs
P2
Use formulae, features and functions to process information
P3
Use appropriate tools to present data
P4
Customise the spreadsheet model to meet a given requirement
P5
Use automated features in the spreadsheet model to meet a given
P6
requirement
Export the contents of the spreadsheet model to an alternative
P8
format
Refine a complex spreadsheet model by changing rules and values
M1
Analyse and interpret data from a spreadsheet model
M2

Sources of
Information

Example workbook tasks and solutions to be covered in the

lessons
Unit specification and Schemes of Work documents
Spreadsheet design task and other worksheets