CIS5100 | Assignment 1 Professional Skills for Information Systems | Professional Skills

Assignment 1: Part A (Database Management System)

Your firm’s Systems Analyst has developed a database structure that has been determined to be suitable to create a database to store Dr Wagner’s customer, item, supplier and order data for the business, which has been provided as follows:

Table Specifications

Table:	tblCustomers
Fields:	Cust ID (Primary Key), Title, Family Name, Given Names, Date of Birth, Address, City, State, Postcode, Freight Distance (Km), Mobile Number, eMail Address, Mailing List.

Table:	tblItems
Fields:	Item ID (Primary Key), Type, Description, Size, Freight Weight (Kg), Supplier ID, In Stock, On Order, Cost Price (LU)Cost Price (AG)

Table:	tblSuppliers
Fields:	Supplier ID (Primary Key), Supplier Name, Address, City, State, Postcode, Phone Number, Recommended MarkUp

Table:	tblOrders
Fields:	Cust ID, Item ID, Order Date (Primary Key), Dispatch Date, Order Qty Note: The primary key of the Orders table is a combined multiple-field key. It has three fields in one key.

Dr Wagner has provided to us a partial list of the business’s customers, stock items, and suppliers and a partial list of her postal orders for the third quarter 2017 (Jul – Sept) to use as test data in four comma delimited text files which can be found on your firm’s Intranet (CIS1000 Study Desk).

Mrs Georgie Handel, your manager, has set up the following tasks for you to complete for this phase of the project:

1. Create a Database and import the four (4) Text files into four (4) Tables
2. Modify Table Design
3. Set Primary Keys
4. Create Relationships between the Tables
5. Edit Customers Table
6. Create Data and Update Queries
7. Create an Invoice Report
8. Create an End of Project Presentation to the Client

Task 1: Create and Import

Create a new blank Access Database (using any version from Access 2007 to current) and name it

Import the four sets of data from your firm’s Intranet (CIS1000 Study Desk).

The easiest and quickest way to import data into Access is by using the Import Text Wizard.  The following steps must be followed carefully to ensure the data is imported correctly:

Importing Tab Delimited Text files into Access (any version from Access 2007 to current) using the Wizard

• On the External Data tab, in the Import & Link group, click the Text File data source icon.
• In the Get External Data - Text File wizard popup, browse to find the ‘Assignment01 Text File Customers.txt’ text file and select the Import the source data into a new table in the current database option – then click OK.
• Select the Delimited – Characters such as commas or tab separate each field option on the first page of the wizard - then click Next.
• Select the Tab option on the second page of the wizard and turn on the First Row Contains Field Names check box - then click Next.
• Set the following for each field on the third page of the wizard:
  • Field Name – keep the field name as it appears when imported

Note: Changing Field Names rather than using Captions will result in loss of marks.

                                                                                                       

• Data Type – giving each an appropriate data type (students will be marked on their logical choice of data types, based on the sample data provided).

Note: Numbers that will not be used for calculations should be set as Text. Numbers such as Freight Weight and Order Qty must be carefully and logically set to avoid loss of data (numbers without decimal places should be set to be either binary, integer or long integer; and numbers with decimal places should be set to be single or double).

See the Beskeen et al textbook Access Unit E for more details on setting appropriate Data Types, particularly Table E-3: Common Number field properties for logical Data Types.

• When you are sure that each field has the appropriate data type, click Next.
• Select No Primary Key option on the forth page of the wizard – these will be set in Task 2 - then click Next.
• Name the table tblCustomers on the final page of the wizard and click Finish.

Repeat the above 7 steps for the rest of the text files naming each Database Table as follows:

Text File	Table Name
Assignment01 Text File Items.txt	tblItems
Assignment01 Text File Suppliers.txt	tblSuppliers
Assignment01 Text File Orders.txt	tblOrders

Note: Table names must conform to the Leszynski Naming Convention (LNC) as per the Naming Convention for Access Database Objects document in the Practical Appendixes found on the Study Schedule and Module Materials.

Task 2: Modify Table Design

Modify the four imported tables’ structures using the given Table Specifications, from the section above, in Microsoft Access using Table Design View:

• Use the above table specifications, checking that you have the correct table names and field names.
• Check that all fields have the appropriate Data Type from the following:
  • Text, Number, Date/Time, Currency, Yes/No, Hyperlink.
• Add an appropriate Field Descriptions to ALL data field with a well-structured description, eg. for CustID an appropriate description would be:

• Ensure that you also set properties for each field where appropriate. You MUST set the following:
  • Field Size – set appropriate logical fields sizes for all Text and Number data types (numbers without decimal places should be set to be either binary, integer or long integer; and numbers with decimal places should be set to be single or double)
  • Caption – set an appropriate English caption for all fields where the field name is not in English (eg. Customer ID for CustID)
  • Format – set an appropriate format for all: Yes/No and Date data fields; Text data fields that should be stored in Upper-Case (State); Hyperlinks data fields that should be stored in lower-case (EmailAddress); and numbers that contain currency or percentages

• Decimals – set an appropriate number of decimal places for any single or double numbers
• Default Value – set an appropriate default value for all Yes / No data Fields
• Required – set any data Fields that must contain data to Required and leave any Fields where data is optional as unchecked.
• Validation Rule and Validation Text – include appropriate Validation Rules for each of the following data Fields: Title; State; and Item Type. This ensures that only limited value options can be entered for these data Fields.

See the Beskeen et al textbook Access Unit E for more details on appropriate settings for each Data Type.

Before proceeding to Task 3, check the Data in the four tables against the Data in the four text Files to ensure that there has been no loss of Data during Task 1 and 2.

Task 3: Set Primary Keys

Set the Primary Keys for the four (4) Tables as per the following table specifications in Microsoft Access using Table Design View:

Table Name	Primary Key(s)
tblCustomers	CustID
tblItems	ItemID
tblSuppliers	SupplierID
tblOrders	CustID, ItemID, OrderDate

See the Beskeen et al textbook Access Unit A and the Video provided in the Course Content section for creating primary keys.

Task 4: Create Relationships between the Tables

Create the following relationships between the four (4) tables:

• tblCustomers to tblOrders
• tblItems to tblOrders
• tblSuppliers to tblItems

Check that the correct table names and field names are listed in the ‘Edit Relationships’ screen.

Ensure that you ENFORCE referential integrity, but do not set Cascading Updates or Cascading Deletes.

You should check that the computer has identified correctly the 1 to ∞ relationships between the four (4) tables.

Note: This must be done after you have established the primary keys

See the Beskeen et al textbook Access Unit E and the YouTube videos on the StudyDesk for more details on creating relationships.

Task 5: Edit Customers Table

Edit Customer ID 101 in the Customers Table as per the following instructions in Microsoft Access using Table Datasheet View:

1. Change the Title, Given Names and Family Name to your own details.
2. Change the Address, City, State and Postcode to your own details.
3. Using  look up the distance between your current address and Toowoomba QLD 4350 – change the Freight Distance to this new value.
4. Change the Mobile Number to your student ID eg. 0061 099999
   • Do not use the u1099999 version.
5. Change the Email Address to your own details.
6. Select that you would like to be on the Business’s Mail List.

Task 6: Create Data and Update Queries

Create the following Five (5) queries using the Query Design View. Use the names given for each query to avoid confusion for the client (make sure you submit them in the order given below).

• You must create the Queries using Access Design View, if you create the Queries using SQL this will result in ZERO marks for the Query.
• Query names must conform to the Leszynski Naming Convention (LNC), as per the Naming Convention for Access Database Objects document in the Practical Appendixes found on the Study Schedule and Module Materials – including the Query Number and Two Meaningful Words to describe the query eg. qry1XxxxxxXxxxxx.
• Not all queries will require the inclusion of all four tables; you must decide which tables are appropriate for the generation of each query’s output. Only tables needed should be included in the query design as extraneous tables could cause problems with the query results

See the Beskeen et al textbook Access Unit B, Access Unit F and Access Unit K for more details on creating queries

• Query 1: Late Dispatched Orders Form Query:

Dr Wagner would like to have a single query that the business can display within a form (Task 7: Form 1) to see the customers who are:

1. Living in New South Wales, have had items dispatched late (between 15^th March and today) and where the item was ordered after the 1^st March and the item is in stock

Or

1. Living in Queensalnd, have had items dispatched late (between 25^th March and today) and where the item was ordered after the 10^th March and the item is in stock

Create a Select Query that will display the CustID, Full Customer’s Name (including Title, Given Names, and Family Name), Full Customer’s Address, Date of Birth, eMail Address, MailingList, ItemID, Full Item Details (including Item Type, Item Description,  Freight Weight and Supplier Name), OrderDate, Dispatch Date and OrderQty for those customers.

Limit the data to customers:

1. living in New South Wales, who have placed Orders after the 1^st March 2018 and where these orders were only dispatched between the 15^th March 2018 and today (using the BETWEEN criteria tool and the DATE() function), and where the business currently has that item in stock
2. OR living in Queensland (using the OR criteria row) , who have placed Orders after the 10^th March 2018 but where these orders were only dispatched between the 25^th March 2018 and today (using the BETWEEN criteria tool and the DATE() function), and where the business currently has that item in stock

Display the results sorted by State and Order Date, check that have you included all necessary Fields and ensure that you only display the required Fields.

Note: This query will display different rows of data depending on the state value for Customer ID 101. Task 5 - Edit Customers Table – requires students to change the address details for this Customer ID. This means that each student will have different details stored for this Customer, and consequently, the rows that are selected for the given criteria. Students should review the displayed data column values to determine if the selected rows conform to the specified criteria selection.  

• Query 2: Import Duty Antigua and Barbuda (AG) Cost Price Increase:

A new Australian import duty of 5.00% has been added for all products being imported from the Antigua and Barbuda (AG) and Dr Wagner has asked you to develop a query that will update the Cost Price from the Antigua and Barbuda of all items that are currently on order. As it would be considered profiteering, it is important that the query does not update the Cost Price of items already in stock.

Create an Update Query that will raise the Antigua and Barbuda (AG) Cost Price for all items on order that are not in stock by 5.00%. It is always good practice to backup any data before running an update or a delete query. The following steps should be followed to achieve this Query:

• In the List of Tables, copy the table called tblItems and paste it with the new name tblBackupItems.

Use tblItems for this Update Query, not your back up table tblBackupItems. If you have difficulties with this query and need to restore your data to the original values, you can copy columns as necessary from tblBackupItems to tblItems and start again.

• Create an Update Query that will increase the Cost Price (AG) in tblItems by 00% for all items currently not in stock but on order.
• Include rounding to 2 decimal places with the update calculation by placing the following function around the update formula: ROUND( update_formula ,2)

Hint:  ROUND( Cost Price (AG) + Cost Price (AG) * 5.00%  ,2)

Note: Percentages must be converted to decimals in Update Queries.

Do not post formulas to the StudyDesk Forums; it may result in academic misconduct.

Make sure you DO NOT change the Query Type – keep it as an Update Query and do not run the Update Query more than once.

Note: This Query will update 29 rows of data if done correctly – compare the following three Items (ItemIDs 164, 186, & 239) between the tblItems and tblBackupItems to see if the update has been applied successfully.

• Query 3: Invoice Query with Calculated Fields:

Dr Wagner would like to have a query that the business can use to produce customer invoices (Task 8) to see how many customers on our Mailing List ordered either Wedding Dresses or Bridesmaid's Dresses, but only those dresses that did not use Chiffon, and where the item was in stock. This query should also calculate the selling price (based on goods purchased from the Antigua and Barbuda) and order total, both of which will be needed on the customer invoices.

Create a Select Query that will display the CustID, Full Customer’s Name (including Title, Given Names and Family Name), Full Customer Address, ItemID, Full Item Details (including Item Type, Item Description, Item Colour, Item Size, Freight Weight and Supplier Name), OrderDate, and OrderQty, including two calculated Fields - Selling Price (AU) and Order Total (AU).

Limit the query to only those customers on our Mailing List who ordered a product of type Wedding Dresses or Bridesmaid's Dresses (using the IN criteria tools), where the Item Description DOES NOT contain the word “chiffon” (using the NOT criteria tools and the LIKE criteria tool), and where the business currently has that item in stock.

Note:

• SellingPrice(AU) – CostPrice (LU) x Exchange Rate x (1 + Recommended MarkUp)
• OrderTotal(AU) – SellingPrice(AU) x Ordered Qty

Include rounding to 2 decimal places for the Selling Price Calculated Field by placing the following function around the formula:

ROUND( calculated_Field ,2)

SellingPrice and OrderTotal must be formatted to the appropriate currency and provided with meaningful captions in the properties for these two calculated Fields.

Display the results sorted by CustID, ItemID and Order Date, check that have you included all necessary Fields and ensure that you only display the required Fields.

Do not post formulas to the StudyDesk Forums; it may result in academic misconduct.

Note: This query will display 87 rows of data if done correctly.

Task 7: Create an Invoice Report

Dr Wagner has provided you with the following sample Invoice.  The client requires you to develop a similar invoice for their business.

Note: You must use the correct business name and address details given in the assignment preamble for your invoices – the example above is an example of what the client is looking for only.

Using all Fields from Task 6 Query 5, create in the Report Wizard (using the Block Report Wizard Template) a single Report called rptCustomerInvoice that produces a professional looking invoice for the business.

The invoice must have the following attributes:

• The report must contain at least all the elements displayed in the sample invoice (above).
• The report must be grouped by CustID.
• Each Customer’s invoice must be on a separate page.

Note: To do this, in the Report Design View, right click on ‘CustID Header’, choose ‘Properties’, find the ‘Force New Page and change it to ‘Before Section’. You should only view the Invoice in Print Preview to test that this is working – Report View will not put the Customers on separate pages.

Note: This Report will display 41 customer invoices if done correctly.
Please also note that CustID 758 should display all 5 ordered items on ONE page.

• Each Customer’s invoice must have the Customer’s name merged into a single Field including Title, Given Names and Family Name by modifying one of the Fields to include:

[Title] & " " & [GivenNames] & " " & [FamilyName]

• Each Customer’s invoice must have part of the Customer’s address merged into a single Field including City, State and Postcode by modifying one of the Fields to include:

[City] & " " & [State] & " " & [Postcode]

• Each Customer’s invoice must have Today’s Date in the Page Header
• Each Customer’s invoice must have an Invoice Total for each customer
• Each Customer’s invoice must not have any extraneous data including Grand Totals, Page Numbering, nor Summary Information.
• Each Customer’s order must have the Order Date in the Details Section
• Each Customer’s order must have alternating background colours in the Details Section
• Each Image on the invoice must be inserted using the Image Control and must have the following properties:

Properties	Options
Picture Type:	Embedded
Control Source:	Blank
Picture:	[File Name]

See the Beskeen et al textbook Access 2013 Unit D and Access 2013 Unit L and the Videos provided in the Course Content section for more details on creating Reports

Note: Report names must conform to the Leszynski Naming Convention (LNC) as per the Naming Convention for Access Database Objects document in the Practical Appendixes found on the Study Schedule and Module Materials.

Assignment 1: Part B (Decision Support System)

1. Create a Spreadsheet and import the four (4) Access Tables into four (4) Worksheets
2. Data Validation Check
3. Create an Index Worksheet
4. Create a Data Input Worksheet Template for later use
5. Create a Calculations Worksheet Template for later use
6. Create Name Ranges for the Customers, Items, and Suppliers data
7. Create a Report Worksheet and set up the column headings
8. Modify the Report Worksheet by Cell Referencing all the Orders Table data
9. Modify the Report Worksheet by using VLOOKUP to get Customer, Item and Supplier data
10. Modify the Data Input Worksheet to include extra data needed for later tasks
11. Modify the Report Worksheet by using a Nested IF to calculate Cost Price (AU)
12. Modify the Report Worksheet by using a Nested IF to calculate Selling Price
13. Modify the Report Worksheet by using a Nested IF to calculate Freight Cost
14. Modify the Report Worksheet by using a AND / IF to calculate Item Discount
15. Modify the Report Worksheet by using simple formulas to find Purchases and Sales, and Modify the Report Worksheet by using a formula to calculate the Order Discount
16. Modify the Data Input Worksheet to include extra data needed for later tasks
17. Modify the Calculations Worksheet by using simple formulas
18. Modify the Data Input Worksheet by Cell Referencing all the Calculations data
19. Create eight (8) Scenarios on the Data Input Worksheet
20. Create a Scenario Summary of the eight (8) Scenarios
21. Create a Documentation Worksheet
22. Create an Analytical Essay to describe the findings made using the Spreadsheet

Task 1: Create and Import

Open a single new Excel (any version from Excel 2007 to current) spreadsheet  and name the file - ‘[lastname]  [initial] _ [student number] _ [course code] _ [assignment number]’ (eg. genrichr_0050051005_cis1000_assign2.xlsx).

Import the following four (4) database tables from your Assignment 1 Microsoft Access (any version from Access 2007 to current) Database File and into Microsoft Excel (any version from Excel 2007 to current) (tblCustomers, tblItems, tblSuppliers, tblOrders). The easiest and quickest way to import data from Access (any version from Access 2007 to current) into Excel (any version from Excel 2007 to current) is by using the “Import From Access” Wizard.  The following steps will assist you with this process:

• Select the first unused tab at the bottom of the Spreadsheet, right click on it and rename it “CustomersTable”.
• Put a heading at the top of the worksheet in cell A1 called “Customers Table”.
• Go to the Data Icon Ribbon (see below)
• Click on the From Access option in the Get External Data icon area.
• In the Get External Data – From Access wizard popup, browse to find your Assignment 1 Access Database file and select the – then click Open.
• In the Select Table wizard popup, select tblCustomers – click OK.
• In the Import Data wizard popup, select Table and Existing Worksheet $A$3 as the location to Import the place to put the data.
• Select the Table Style you wish to apply to this table. Note: You should consider the colours from a professional perspective.
• Left click anywhere on the imported data in worksheet then go to the Design Icon Ribbon and select Convert to Range then click OK.
• Check that the data has correctly been imported correctly into this worksheet.
• Modify the layout of the data to a professional level of presentation, making sure that the headings are in English (Customer ID not CustID).

Use bold, italics, font size, font colours, shading, lines and borders.

Repeat the above 11 steps for the rest of the Access Database tables naming each worksheet as follows:

Database Table	Worksheet Name	Worksheet Title (Cell A1)
tblItems	ItemsTable	Items Table
tblSuppliers	SuppliersTable	Suppliers Table
tblOrders	OrdersTable	Orders Table

Task 2: Data Validation Check

Check the imported data in the CustomersTable, ItemsTable, SuppliersTable and OrdersTable to ensure that:

1. The column headings are displayed correctly
2. The content of each column displays in a format that appears valid for that type of data (apply appropriate formatting if required).
3. The content of each column contains complete and accurate data values (eg. Phone numbers are not truncated).
4. The content of each column contains reasonable data values for the use of this business

Task 3: Index Worksheet

Add a worksheet labelled Index before the four tables from Task 1. Put a heading at the top of the worksheet in cell A1 called Index Worksheet. Ensure that it contains all the recommended data for this worksheet listed in the Practical Appendixes found on the Study Schedule and Module Materials – Spreadsheet design considerations.

Task 4: Data Input Worksheet Template

Add a worksheet labelled DataInput after the Index worksheet from Task 2 (but before the four tables from Task 1) that conforms to the Practical Appendixes found on the Study Schedule and Module Materials – Spreadsheet design considerations.  Put a heading at the top of the worksheet in cell A1 called Data Input Worksheet and then input the following template in the exact cell shown below onto this worksheet:

	A	B	C	D
3	Changing Cells:
4		Recommended MarkUp Type		[Insert Markup Type here]
5		Recommended Freight Type		[Insert Freight Type here]
6		Store Recommended MarkUp %		[Insert MarkUp Type here]
7		Recommended Exchange Rate Type		[Insert Exchange Rate Type here]
8		Exchange Rate (LU to AU as at xx/xx/xx)		[Lookup & Insert LU to AU Exchange Rate here]
9		Exchange Rate (AG to AU as at xx/xx/xx)		[Lookup & Insert AG to AU Exchange Rate here]
10
11	Quarterly Income:
12		Total Sales		[Insert Cell Reference here]
13
14	Quarterly Fixed Expenses:
15		Bank Charges		[Insert Bank Charges Expense here]
16		Electricity Expenses		[Insert Electricity Expense here]
17		Freight Inwards Expenses		[Insert Freight Inwards Expense here]
18		Internet Expenses		[Insert Internet Expense here]
19		Telephone Expenses		[Insert Telephone Expense here]
20		Wages Expenses		[Insert Wages Expense here]
21
22		Total Quarterly Fixed Expenses		[Insert Cell Reference here]
23
24	Quarterly Variable Expenses:
25		Total Purchases Expenses		[Insert Cell Reference here]
26		Total Freight Outwards Expenses		[Insert Cell Reference here]
27
28		Total Quarterly Variable Expenses		[Insert Cell Reference here]
29
30	Total Profit:			[Insert Cell Reference here]
31	Total Discount for Orders:			[Insert Cell Reference here]
32	No. Orders Discount Applied:			[Insert Cell Reference here]

* This template will be modified with correct number, formula and function in tasks 10 onwards

Modify the layout of the data to a professional level of presentation. Use bold, italics, font size, font colours, shading, lines and borders.

Task 5: Calculations Worksheet Template

Add a worksheet labelled Calculations after the DataInput worksheet from Task 4 (but before the four tables from Task 1) that conforms to the Practical Appendixes found on the Study Schedule and Module Materials – Spreadsheet design considerations.  Put a heading at the top of the worksheet in cell A1 called Calculations Worksheet and then input the following template in the exact cells  shown below onto this worksheet:

	A	B	C	D
3	Quarterly Income
4		Total Sales:		[Insert Formula here]
5
6	Quarterly Expenses
7		Total Quarterly Fixed Expenses:		[Insert Formula here]
8
9		Total Quarterly Variable Expenses
10		Total Purchases Expenses		[Insert Formula here]
11		Total Freight Outwards Expenses		[Insert Formula here]
12
13		Total Quarterly Variable Expenses:		[Insert Formula here]
14
15		Total Profit:		[Insert Formula here]
16		Total Discount for Orders:		[Insert Formula here]
17		No. Orders Discount Applied:		[Insert Formula here]

* This template will be modified with correct number, formula and function in tasks 10 onwards

Modify the layout of the data to a professional level of presentation. Use bold, italics, font size, font colours, shading, lines and borders.

Task 6: Name Ranges

On the CustomersTable, ItemsTable and SuppliersTable worksheets set the following Cell Range Names:

• Cust – on all the data (not headings) in the CustomersTable worksheet
• Itms – on all the data (not headings) in the ItemsTable worksheet
• Supp – on all the data (not headings) in the SuppliersTable worksheet

Note: You must only create the three name ranges listed in this task, any other name ranges used may result in loss of marks.

Task 7: Report Worksheet Headings

Add a worksheet labelled Report after the Calculations worksheet from Task 5 (but before the four tables from Task 1) that conforms to the Practical Appendixes found on the Study Schedule and Module Materials – Spreadsheet design considerations.  Put a heading at the top of the worksheet in cell A1 called Report Worksheet and then type the following column headings, starting in cell A3:

• Customer ID, Title, Family Name, Given Names, Address, City, State, Postcode, Distance (km), Item ID, Type, Description, Size, Colour, Freight Weight (Kg), Supplier ID, Supplier Name, Supplier Recommended Markup (%), Order Date, Order Qty, Cost Price (LU), Cost Price (AG), Cost Price (AU), Selling Price, Purchases, Item Discount, Sales, Freight Cost, Order Discount.

Modify the Report worksheets to a professional level of presentation, making sure that the headings are in English (Customer ID not CustID). Use bold, italics, font size, font colours, shading, lines and borders.

Task 8: Report Worksheet Cell Reference

On the Report worksheet, Use the Cell References formula, to obtain all 1000 rows of data from the OrdersTable worksheet for the following:

• Customer ID, Item ID, Order Date, Order Qty.

(For example, type =OrdersTable!A4 to reference data in cell A4 of the OrdersTable worksheet.)

Do not post formulas to the StudyDesk Forums; it may result in academic misconduct.

Modify the Summary worksheets to a professional level of presentation, making sure that the data is formatted correctly.

Note: All formulas must be designed to be typed once at the top of each column and copied down to the remaining cells in the column.

Task 9: Report Worksheet VLOOKUP

On the Report worksheet use the VLOOKUP function with the Cell Range Names (Task 2), obtain all 1000 rows of data from the CustomersTable, ItemsTable and SuppliersTable worksheets for the following:

• Customers Worksheet:
  • Title, Family Name, Given Names, Address, City, State, Postcode, Freight Distance (km)
• Items Worksheet:
  • Type, Description, Size, Colour, Freight Weight (kg), Supplier ID, Cost Price (LU),

       Cost Price (AG)

• Suppliers Worksheet:
  • Supplier Name, Recommended Markup (%)

Do not post formulas to the StudyDesk Forums; it may result in academic misconduct.

Note: All formulas must be designed to be typed once at the top of each column and copBEd down to the remaining cells in the column – Beskeen Excel Unit B.

See the Beskeen Excel Unit H and the Videos provided in the Course Content section for more details on creating VLOOKUP functions

Task 10: Modify Data Input Worksheet

On the DataInput worksheet perform the following:

• Type Store into the cell containing the phrase: [Insert Markup Type here],
• Type 75% into the cell containing the phrase: [Insert Standard MarkUp here],
• Type LU into the cell containing the phrase: [Insert Exchange Rate Type here],

Look up Exchange Rate LU to AU and Exchange Rate AG to AU:

• Type the current Exchange Rate LU to AU into the cell containing the phrase: [Lookup & Insert LU to AU Exchange Rate here], and replace the “as at xx/xx/xx” with the date you looked up the exchange rate.
• Type the current Exchange Rate AG to AU into the cell containing the phrase: [Lookup & Insert AG to AU Exchange Rate here], and replace the “as at xx/xx/xx” with the date you looked up the exchange rate.

Task 11: Report Worksheet Cost Price (AU) Nested IF

On the Report worksheet:

1. Develop an IF function using the new Recommended Exchange Rate Type value (from the DataInput worksheet to calculate the Cost Price (AU) (in the Cost Price (AU) column) using the following criteria:
   • If the Exchange Rate Type is LU then the Cost Price (AU) is calculated by multiplying the Cost Price (BE) by the Exchange Rate (LU to AU) cell on the DataInput

Hint:

Cost Price (LU) x Exchange Rate (LU to AU)

• If the Exchange Rate Type is AG then the Cost Price (AU) is calculated by multiplying the Cost Price (AG) by the Exchange Rate (AG to AU) cell on the DataInput

Hint:

Cost Price (AG) x Exchange Rate (AG to AU)

Do not post formulas to the StudyDesk Forums; it may result in academic misconduct.

2. Ensure that you include rounding (to 2 decimal places – Beskeen Excel Unit B) into each calculation in your IF function and error checking (Beskeen Excel Unit E) to avoid incorrect results due to typing mistakes.

Note: All formulas must be designed to be typed once at the top of each column and copied down to the remaining cells in the column – Beskeen Excel Unit B.

Also do not include any unit measures such as $, kg or km in the IF function as this will result in a #VALUE error message. Brackets must only be used as indicated in the hints given above, any incorrect or extraneous usage of brackets may result in loss of marks.

You must remove any reference to the prefix Report! from these Nested IF functions to reduce complexity and redundancy of code.

See the Beskeen Excel Unit E and the Videos provided in the Course Content section for more details on creating IF functions

3. Test the IF function: Once you have completed the Cost Price (AU) IF function, perform the following two tests on it to ensure that it is working correctly:
   • On the DataInput worksheet, type AG into the Exchange Rate Type cell.
   • Go to the Report worksheet and observe whether the Cost Price (AU) have changed.
   • On the DataInput worksheet, type GIGO into the Exchange Rate Type cell.
   • Go to the Report worksheet and observe whether the Cost Price (AU) now displays an error message.
   • On the DataInput worksheet, replace the word GIGO with one of the two valid values for the Exchange Rate Type cell.

Task 12: Report Worksheet Selling Price Nested IF

On the Report worksheet:

1. Develop an IF function using the new Recommended MarkUp Type value (from the DataInput worksheet) to calculate the Selling Price (in the Selling Price column) using the following criteria:
   • If the MarkUp Type is Store then the Selling Price is calculated by increasing Cost Price by the Store’s Recommended MarkUp % from the DataInput worksheet

Hint:

Cost Price (AU) + Cost Price (AU) x Store Recommended MarkUp

• If the MarkUp Type is Supplier then the Selling Price is calculated by increasing Cost Price by the Supplier’s Recommended MarkUp

Hint:

Cost Price (AU) + Cost Price (AU) x Supplier Recommended MarkUp

Do not post formulas to the StudyDesk Forums; it may result in academic misconduct.

2. Ensure that you include rounding (to 2 decimal places – Beskeen Excel Unit B) into each calculation in your IF function and error checking (Beskeen Excel Unit E) to avoid incorrect results due to typing mistakes.

Note: All formulas must be designed to be typed once at the top of each column and copied down to the remaining cells in the column – Beskeen Excel Unit B.

Also do not include any unit measures such as $, kg or km in the IF function as this will result in a #VALUE error message. Brackets must only be used as indicated in the hints given above, any incorrect or extraneous usage of brackets may result in loss of marks. 

You must remove any reference to the prefix Report! from these Nested IF functions to reduce complexity and redundancy of code.

See the Beskeen Excel Unit E and the Videos provided in the Course Content section for more details on creating IF functions

3. Test the IF function: Once you have completed the Selling Price IF function, perform the following two tests on it to ensure that it is working correctly:
   • On the DataInput worksheet, type Supplier into the MarkUp Type cell.
   • Go to the Report worksheet and observe whether the Selling Prices have changed.
   • On the DataInput worksheet, type GIGO into the MarkUp Type cell.
   • Go to the Report worksheet and observe whether the Selling Prices now displays an error message.
   • On the DataInput worksheet, replace the word GIGO with one of the two valid values for the MarkUp Type

Task 13: Report Worksheet IF / AND: Item Discount

1. On the Report worksheet develop an IF / AND function to calculate the amount of Item Discount given to an individual item on an order (in the Item Discount column) using the following criteria:

• If the Selling Price for that item is greater than $999.99 AND the OrderQty is greater than or equal to five (5) of the same item in any single order then the Item Discount is calculated at 00% of the Selling Price for that item, otherwise the Item Discount is zero.

Hint:

=IF (AND (Selling Price > $999.99, OrderQty >= 5), Selling Price x 5.00%, 0)             

                Note: You must either convert 5.00% to a decimal or include the percentage symbol % in the formula.

2. Ensure that you include rounding (to 2 decimal places – Beskeen Excel Unit B) into each calculation in your IF / AND function.

Note: All formulas must be designed to be typed once at the top of each column and copied down to the remaining cells in the column – Beskeen Excel Unit B.

Also do not include any unit measures such as $, kg or km in the IF function as this will result in a #VALUE error message. Brackets must only be used as indicated in the hints given above, any incorrect or extraneous usage of brackets may result in loss of marks. 

You must remove any reference to the prefix Report! from these IF / AND functions to reduce complexity and redundancy of code.

See the Beskeen Excel Unit E and the Videos provided in the Course Content section for more details on creating IF functions

3. Test the IF function: Once you have completed the Item Discount IF / AND function and filled it down the column, review the values  to ensure that it is working correctly in the following situations:
4. OrderQty is less than five (5) and Selling Price is less than or equal to $999.99, should result in $0.00 Item Discount.
5. OrderQty is less than five (5) and Selling Price is greater than $999.99, should result in $0.00 Item Discount.
6. OrderQty is greater than or equal to five (5) and Selling Price is less than or equal to $999.99, should result in $0.00 Item Discount.
7. OrderQty is greater than or equal to five (5) and Selling Price is greater than $999.99, should result in an Item Discount.

Task 14: Report Worksheet Purchases, Sales and Order Discount Formulas

On the Report worksheet calculate the following three simple formulas:

1. Purchases by multiplying Order Qty with Cost Price (AU).
2. Sales by multiplying Order Qty by the difference of Selling Price less the Item Discount amount.

Hint:

=(Selling Price – Item Discount) x Order Qty             

3. Order Discount by multiplying Order Qty with Item Discount.

Note: All formulas must be designed to be typed once at the top of each column and copied down to the remaining cells in the column – Beskeen Excel Unit B.

You must remove any reference to the prefix Report!  from these formulae to reduce complexity and redundancy of code. Brackets must only be used as indicated in the hints given above, any incorrect or extraneous usage of brackets may result in loss of marks.

Do not post formulas to the StudyDesk Forums; it may result in academic misconduct.

Task 15: Report Worksheet Freight Cost Nested IF

1. On the DataInput worksheet, type Charles-Marie Widor Freight into the cell containing the phrase: [Insert Freight Type here].
2. On the Report worksheet develop an IF function using the new Recommended Freight Type value (from the DataInput worksheet to calculate the Freight Cost (in the Freight Cost column) using the following criteria:

• If the Freight Type is Antonio Vivaldi Transport then the Freight Cost is calculated at a dollar and twenty-five cents ($1.25) per kilogram of the item’s freight weight and a quarter of a cent ($0.0025) per kilometre (Distance) if over 1,500 km (otherwise there is no cost for Distance) per item ordered (Order Qty).

Hint:

 ($1.25 x Item Weight + IF(Distance > 1,500 km, $0.0025 x Distance, 0)) x OrderQty

• If the Freight Type is Charles-Marie Widor Freight then the Freight Cost is calculated at a dollar seventy-five ($1.75) for the first two and a half kilograms (2.5 kg) and then at a dollar and twenty-five ($5.25) per kilogram of the item’s freight weight over two and a half kilograms (2.5 kg) per item ordered (Order Qty).

Hint:

($1.75 + IF(Item Weight > 2.5 kg, (Item Weight – 2.5 kg) x $1.25, 0)) x OrderQty

Do not post formulas to the StudyDesk Forums; it may result in academic misconduct.

3. Ensure that you include rounding (to 2 decimal places – Beskeen Excel Unit B) into each calculation in your IF function and error checking (Beskeen Excel Unit E) to avoid incorrect results due to typing mistakes.

Note: All formulas must be designed to be typed once at the top of each column and copied down to the remaining cells in the column – Beskeen Excel Unit B.

Also do not include any unit measures such as $, kg or km in the IF function as this will result in a #VALUE error message. Brackets must only be used as indicated in the hints given above, any incorrect or extraneous usage of brackets may result in loss of marks. 

You must remove any reference to the prefix Report! from these Nested IF functions to reduce complexity and redundancy of code.

See the Beskeen Excel Unit E and the Videos provided in the Course Content section for more details on creating IF functions

4. Test the IF function: Once you have completed the Freight Cost IF function, perform the following three tests on it to ensure that it is working correctly:

• On the DataInput worksheet, type Antonio Vivaldi Transport into the Freight Type cell.
• Go to the Report worksheet and observe whether the Freight Costs have changed.
• On the DataInput worksheet, type GIGO into the Freight Type cell.
• Go to the Report worksheet and observe whether the Freight Costs now displays an error message.
• On the DataInput worksheet, replace the word GIGO with one of the two valid values for the Freight Type

Task 16: Modify Data Input Worksheet

On the DataInput worksheet:

1. Replace the phrase “[Insert Bank Charges Expenses here]” in cell D15 with $131.75
2. Replace the phrase “[Insert Electricity Expenses here]” in cell D16 with $5,454.55
3. Replace the phrase “[Insert Freight Inwards Expense here] ” in cell D17 with $81,248.19
4. Replace the phrase “[Insert Internet Expense here] ” in cell D18 with $1,810.18
5. Replace the phrase “[Insert Telephone Expenses here]” in cell D19 with $4,051.17
6. Replace the phrase “[Insert Wages Expenses here]” in cell D20 with $51,412.86

On the Calculations worksheet calculate the following four simple formula:

1. Replace the phrase in D4 “[Insert Formula here]” with a function to calculate the Total Sales by adding all the Sales in the Sales column on the Reports worksheet.
2. Replace the phrase in D7 “[Insert Formula here]” with a function to calculate the Total Quarterly Fixed Expenses by adding all the Quarterly Fixed Expenses on the DataInput worksheet.
3. Replace the phrase in D10 “[Insert Formula here]” with a function to calculate the Total Purchases by adding all the Purchases in the Purchases column on the Reports worksheet.
4. Replace the phrase in D11 “[Insert Formula here]” with a function to calculate the Total Freight by adding all the Freight Costs in the Freight Cost column on the Reports worksheet.
5. Replace the phrase in D13 “[Insert Formula here]” with a formula to calculate the Total Quarterly Variable Expenses by adding all the Quarterly Variable Expenses on the Calculations worksheet.
6. Replace the phrase in D15 “[Insert Formula here]” with a formula to calculate the Total Profit by subtracting the Total Quarterly Fixed and Total Quarterly Variable Expenses from the Total Sales on the Calculations worksheet.
7. Replace the phrase in D16 “[Insert Formula here]” with a function to calculate the Total Discount for Orders by using the SUMIF() function to add up all cells with an Order Discount greater than 0 in the Order Discount column on the Reports worksheet.
8. Replace the phrase in D17 “[Insert Formula here]” with a function to calculate the Number of Orders where a Discount was Applied by using the COUNTIF() function to count all cells with an Order Discount greater than 0 in the Order Discount column on the Reports worksheet.

Hint: For details on SUMIF and COUNTIF usage see Beskeen Unit E.

Do not post formulas to the StudyDesk Forums; it may result in academic misconduct.

Task 18: Data Input Cell References

On the DataInput worksheet:

1. Replace the phrase “[Insert Cell Reference Here]” in cell D12 with a cell reference to the Total Sales amount on the Calculations worksheet.
2. Replace the phrase “[Insert Cell Reference Here]” in cell D22 with a cell reference to the Total Quarterly Fixed Expenses amount on the Calculations worksheet.
3. Replace the phrase “[Insert Cell Reference Here]” in cell D25 with a cell reference to the Total Purchases Expenses amount on the Calculations worksheet.
4. Replace the phrase “[Insert Cell Reference Here]” in cell D26 with a cell reference to the Total Freight Outwards Expenses amount on the Calculations worksheet.
5. Replace the phrase “[Insert Cell Reference Here]” in cell D28 with a cell reference to the Total Quarterly Variable Expenses amount on the Calculations worksheet.
6. Replace the phrase “[Insert Cell Reference Here]” in cell D30 with a cell reference to the Total Profit amount on the Calculations worksheet.
7. Replace the phrase “[Insert Cell Reference Here]” in cell D31 with a cell reference to the Total Discount for Orders amount on the Calculations worksheet.
8. Replace the phrase “[Insert Cell Reference Here]” in cell D32 with a cell reference to the No. Orders Discount Applied amount on the Calculations worksheet.

Note: Ensure that you only use cell referencing for the Totals data.

Do not post formulas to the StudyDesk Forums; it may result in academic misconduct.

Modify the CustomerTable, ItemTable, OrdersTable, SuppliersTable, DataInput, Calculations and Report worksheets to a professional level of presentation, making sure that the data is formatted correctly. Use bold, italics, font size, font colours, shading, lines and borders.

Task 19: Scenarios

Using the Scenario Manager in Excel create and check the following eight (8) Scenarios using the Changing Cells of D4, D5 and D7 on the DataInput worksheet:

Scenario	Markup Type	Freight Type	Exchange Rate Type
1	Store	Charles-Marie Widor Freight	LU
2	Store	Charles-Marie Widor Freight	AG
3	Store	Antonio Vivaldi Transport	LU
4	Store	Antonio Vivaldi Transport	AG
5	Supplier	Charles-Marie Widor Freight	LU
6	Supplier	Charles-Marie Widor Freight	AG
7	Supplier	Antonio Vivaldi Transport	LU
8	Supplier	Antonio Vivaldi Transport	AG

Note: Ensure you have a suitable scenario name for each scenario, eg. Scenario 1, Scenario 2 …  

See the Beskeen Excel Unit K and the Videos provided in the Course Content section for more details on creating Scenarios.

Task 20: Scenario Summary

Using the Scenario Manager in Excel create a Scenario Summary worksheet from the DataInput worksheet based on the eight (8) Scenarios from Task 20 and focusing on the Result cells D12, D22, D25, D26, D28, D30, D31 and D32 on the DataInput worksheet.

Place the Scenario Summary worksheet between the Calculations and Report worksheets.

Note: Format your Scenario Summary worksheet to look professional as follows:

• Modify the heading of the Scenario Summary
• Remove the Current Value and Notes
• Label the Changing Cells and Results Cells

See the Beskeen Excel Unit K and the Videos provided in the Course Content section for more details on creating Scenarios.

Task 21: Documentation Worksheet

Add a Documentation worksheet after the four tables from Task 1. Put a heading at the top of the worksheet in cell A1 called Documentation. Ensure that contains all the recommended information for this worksheet listed in the Practical Appendixes found on the Study Schedule and Module Materials – Spreadsheet design considerations.

The Documentation Worksheet must demonstrate the following:

• A statement outlining the purpose of the Spreadsheet:

Purpose should outline why the Spreadsheet was created including – discussion about the Markup Type, Exchange Rate and Freight Type.

• A statement about the protection level that should be used on each

Protection should look at all 10 Worksheets and outline whether each sheet should contain protection and why.

DO NOT actually apply protection to your Spreadsheet – this will result in it being unable to be marked.

• A statement about how the user can access and use the Worksheets.

User Notes should provide a step by step guide for a new user to use the Spreadsheet from changing the values on the DataInput Worksheet to observing the outcome of these changes on both DataInput and Report Worksheets.

• A statement about what calculations have been used in the development of this Spreadsheet.

Calculations Notes should provide a brief description of each calculation found on the Calculations and Report Worksheets (does not need to discuss individual Cell References and VLOOKUPs – these can be discussed generally as a single calculation type).

Modify the layout of the data to a professional level of presentation. Use bold, italics, font size, font colours, shading, lines and borders.

Assignment 1: Part C (Analytical Essay)

Mrs Georgie Handel has asked you to develop an analytical essay (between 750 and 1000 words in length) to the client, Dr Wagner outlining the major issues that the Decision Support System’s results have highlighted. Create a Word Document (using Word 2007 to current) and name it ‘[lastname] [initial] _ [student number] _ [course code] _ [assignment number’
(eg. genrichr_0050051005_cis1000_assign2.docx).

Essays have a particular structure - An introduction, a body (where you write your answer in a number of paragraphs, usually one for each idea or topic) and a conclusion.  The conclusion is where you sum up your 'argument'.  Essays normally do not have headings.

The body of your essay should consider the following issues:

From Part A (Approx. 250 – 350 words):

• Define what a Database Management System is.
• Explain why a Database Management System is the appropriate tool for this project.

From Part B (Approx. 500 – 650 words):

• Define what a Decision Support System is.
• Explain why a Decision Support System is the appropriate tool for this project.
• From the results of the Decision Support System results discuss the following (keeping in mind the information provided in the preamble on page 2):
• Which Mark-up Type would be most appropriate for the business? Why?
• What would be the impact on the business’s profit if the plan to provide a discount to large orders was implemented? Why?
• Which Recommended Freight Type would be most appropriate for the business? Why?
• Which country would be most appropriate for the business to import from at the moment? Why?

The essay should be using a proportional font (eg. Arial, Times New Roman etc.), with a font size of 11 or 12, and be laid out using 1 ½ line spacing.

Note: It is expected that you will use the Baltzan et al and Beskeen et al textbooks to answer the topics Mrs Georgie Handel has given you for the essay, as well as reputable online sources of information. You need to include a List of References formatted using the Harvard AGPS style on a separate page and include In-text references for any direct or paraphrased quotes used (see the following USQ website for referencing help:

Submission Guidelines

Attach the three (3) files:

Use the naming convention below, to your online assignment submission in the Assignment 1 area on the CIS5100 StudyDesk before midnight Australian Eastern Standard Time (AEST) on the day the assignment is due.

Upon completion of the submission process, check your uConnect email account for an automatically generated confirmation email (if you do not have an email account, print out the Submission Complete screen before exiting the Submission System).  You must check that the File name and File size are listed correctly - if there is a problem with either, please email the course leader immediately.

If you have difficulties submitting through the StudyDesk Assignments submission tool, please review the Student Instructions document listed also on the CIS5100 StudyDesk.  As a last resort only, email the course leader for instructions on an alternative course of action

LU is the country code for Luxembourg (their currency is the Euro)

AG is the country code for Antigua and Barbuda (their currency is the East Caribbean Dollar)

The row and column details are included above to establish exact cell references only. These are not to be included within your final DataInput worksheet.

LU is the country code for Luxembourg (their currency is the Euro) and AG is the country code for Antigua and Barbuda (their currency is the East Caribbean Dollar)

The row and column details are included above to establish exact cell references only. These are not to be included within your final Calculations worksheet.