Question
Candy Glo is a sweet company manufacture established in 2018 located at Bayswater, Victoria founded by Adam Wahlberg who is the owner and company director.
Candy Glo is a sweet company manufacture established in 2018 located at Bayswater, Victoria founded by Adam Wahlberg who is the owner and company director. Over the past few years, Candy Glo's sales have been increasing steadily and the management believes some regional areas still have potential.
It has been decided to introduce a new and exciting incentive scheme for regional managers to boostsalesinlow-performingareas and theyneedyoutoplan,designandproduceaspreadsheettohelp calculate quarterly sales, sales growth, and manager bonusespayable under thescheme.
Whatthey requireisaclearandaccessibletoolthatperformstwokeyfunctions:
- Firstly, itmustbeabletocalculatethe bonusforeachregionalmanagerquicklyandeasily.
- Secondly,itmustbeabletogenerateasimpleone-pagereportthatcomparesthequarterly performanceofregionalmanagers, indollarandpercentageterms.
Since Candy Glo uses Office 365, the company would like the spreadsheet to bedesigned inMicrosoftExcel. Therefore, they want the spreadsheet to be functional to calculate the quarterlybonuseswithonlythesalesdatainputeachperiod;andflexible,sothatthecalculationcanbeadjusted inthefutureifthescheme changes.
Thiswillensurethattheirpayroll orHRstaffareabletoquickly and effectivelyusethespreadsheet tocalculatethebonuses.
Eachquarter themanagementteamand Adam,discusseachregion'squarterly performance andapproveanybonusesthatregionalmanagers may earn. They would like the spreadsheet to be simple enough that it could feasibly populatethe spreadsheetandgeneratetherequiredPDFreportinashort time frame.
They have provided you with Candy Glo's style guide and you must follow the style guide when preparing the spreadsheet and report.
Follow the steps below to create the spreadsheet for Candy Glo in accordance with the information given. Students should use the supplied data when building the spreadsheet to test that the output is correct.
Task 1
Write a Confirmation Email
Candy Go policy states that an email summary must be sent to supervisors after a meeting outlining what was discussed and what is required of them. This confirmation email must be approved by the supervisor before work can begin. In a Word document, write a confirmation email addressed to your teacher which outlines the key features of organisational guidelines on spreadsheet design, purpose, and audience. Your answer should be approximately half a page 300-400 words
Task 2
Write Instructions for the Payroll Clerks and use relevant help functions to rectify issue
As Andrew highlighted in your meeting, Candy Glo required a spreadsheet that was flexible, and could be adjusted if the incentive scheme were to change. Overall, Candy Glo are impressed with the spreadsheet. However, the payroll clerks are worried that they won't be able to update the sheet to reflect changes in the bonus percentage as they are unfamiliar with the MAX function. Therefore, they have asked you to provide them with brief instructions.
Use Excel's Help tools to find information about the MAX function. Once you have found the relevant information, in a Word document re write the instructions in a way that is specific to your own spreadsheet. Be sure to explain how the bonus percentage can be changed within the MAX function. (200-300 words)
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