OCR NationalsUnit 1: ICT Skills for Business

AO5 - Create and use a simple business spreadsheet.

Mr Farmer

Learning/Lesson Objectives

We Are Learning To (WALT):• Create and use a simple business

spreadsheetWhat I am Looking For (WILF):• All tasks (A – I) completed from the

Downloadable Tunes AO5 Spreadsheet Assignment.

Assessment Criteria

Pass Merit Distinction

•Candidates will create a very simple business spreadsheet using a limited number of calculations.

•Candidates will create an effective business spreadsheet displaying accurate figures.

•Candidates will create an effective business spreadsheet displaying accurate figures.

•The functions/formulas may not be efficient, but will work.

•Several different formulas and at least one function will have been used

•Formulas will be used efficiently and will include the appropriate use of more than one function.

•There will be sufficient row/column headings to make the spreadsheet reasonably easy to understand.

•It will contain a title and appropriate row/column headings

•The spreadsheet will be formatted effectively using a range of format options..

•There may be little evidence of formatting.

•There will be some evidence of a range of formatting.

•Candidates will edit the spreadsheet by inserting/deleting rows

•Candidates will edit the spreadsheet by inserting/deleting rows

•There will be evidence that some of the data has been changed to obtain different results .

•There will be evidence that some of the data has been changed to obtain different results.

•There will be evidence that some of the data has been changed to obtain different results

•Candidates will preview and print out their spreadsheet using appropriate page orientation and number of pages.

•Formula printouts will be included

•Formula printout (s) will be included.

•Candidates will print out their spreadsheet although the format of these printouts might not be suitable.

•Candidates will preview and print out their spreadsheet using appropriate page orientation and number of pages

•They will use appropriate headers and footers and will set other print layout features appropriately.

Assignment

•This assessment objective is based on the Downloadable Tunes Assignment

• Link to assignment

Task A – Inputting Data

• Open Microsoft Excel and add the Income and Expenditure data from the assignment.

• DO NOT ADD FORMATTING (COLOURS, BORDERS, ETC). This will come later.

• Add a header and footer for your spreadsheet (View > Header and Footer)– Header – Task and Title (E.g Task A

Inputting Data)– Footer – Candidate Name & Number (Left)

and Centre Name & Number (Right)• Save your spreadsheet as:

AO5TaskAEvidence(StudentIniatals)

Task B – Formatting Data.

• Open your spreadsheet from Task A• Change the header• File > Save AsSave As > AO5TaskBEvidence(StudentIniatals)

• You need to format your spreadsheet appropriately.

• Think about the colours, sizes, etc that you use.

• Example 1 – Example 2

Task C – Calculating Income and Expenditure

• Open your spreadsheet from Task B• Change the header• File > Save AsSave As > AO5TaskCEvidence(StudentIniatals)

• You need calculate the income and expenditure– You will need to calculate any income plus VAT.

• You need to use a formula and a function for this task.

• Formulae and Functions

Task D – Formula View

• Open your spreadsheet from Task C• Change the header• File > Save AsSave As > AO5TaskDEvidence(StudentIniatals)

• There are 2 ways to show formulae1. Ctrl + Tilde (Above Tab)

• http://www.mrpearce.co.uk/ocr_nationals/unit_1/ao5/showing_formula.html

Task E – Data changed to obtain different results

• Open your spreadsheet from Task C• Change the header• File > Save AsSave As >

AO5TaskEEvidence(StudentIniatals)

• You need to change the amount for order 1001 from £15 to £18

• Highlight (Fill in Yellow) the cells that have changed.

Task F – Insert and Delete Rows

• Open your spreadsheet from Task E• Change the header• File > Save AsSave As > AO5TaskFEvidence(StudentIniatals)

• You need to Insert a new row for order 1014 and add the data. (Right click on the row number and select insert)

• You also need to Delete the row containing order 1006. (Right click on the row number and select delete)

Task G – Calculate the monthly income/expenditure

• Open your spreadsheet from Task F• Change the header• File > Save AsSave As >

AO5TaskGEvidence(StudentIniatals)• For this task you need to create a new

table called Monthly Income/Expenditure

• Your new table needs 4 columns– Month– Income– Expenditure– Total (Income – Expenditure)

Task H – Formula View

• Open your spreadsheet from Task G• Change the header• File > Save AsSave As > AO5TaskHEvidence(StudentIniatals)

• There are 2 ways to show formulae1. Ctrl + Tilde (Above Tab)2. Tools > Options > View tab in ‘Windows Options’ section >

click the checkbox next to Formulas > Click OK

• http://www.mrpearce.co.uk/ocr_nationals/unit_1/ao5/showing_formula.html

Task I – Password Protect

• Open your spreadsheet from Task H• Change the header• File > Save AsSave As >

AO5TaskIEvidence(StudentIniatals)

• The final task is to password protect your spreadsheet

• You also need to complete A05_spreadsheet_passwords_template.doc using print screen evidence – Example print screens on following slide.

Task I – Password Protect

Go to: Tools > Options

Go to: Security and type in your password to open

Type in the password again

Open your spreadsheet and type in the correct password.

Links

• Spreadsheet Tutorials – TeachICT