Got To Go Holidays Scenario

GTG (Got to Go) Holidays offers package holidays throughout all parts of the world. It has constructed a
number of holiday villages in many parts of the world. Every village has a wide range of leisure and
recreation facilities including swimming pools, golf courses, and adventure activities for children, and
bars/restaurants for adults.

Got To Go Holidays require a spreadsheet system which will allow them to process their booking
information for their Holiday Village in Lanzarote. The cost of the holiday is made up of two parts:

 The cost of the return flight to Lanzarote

 The cost of the Board (food and accommodation) which has been chosen from four options

Flight costs
The cost of return flights from the six cities which connect to Lanzarote are shown in the table below,
together with the departure time of the flight from that city. There are different prices for Adults, Children
and Senior Citizens:

Board costs
There are four choices of Board, which vary according to the number of meals which are provided each day:

These tariffs are per person per week, regardless of whether Adult, Child or Senior Citizen. Self-catering is
the cheapest, since this only includes an accommodation cost. All inclusive (three full meals each day) is
obviously the most expensive option.

There is no distinction in the accommodation offered in the village, since all the units (called ‘Lodges’) are
the same, and can sleep up to eight people.
Some test data is available to develop a spreadsheet system, showing example bookings for a period of six
months:

A note about the booking dates:

Because one of the tasks in the scenario requires that you use a =NOW or =TODAY function, you may need
to change the months of the Booking dates to fit in with the date when you are working on this unit. Your
teacher will advise you which months you should use if the sample dates need to be changed.
Tasks 1 & 2 (AO1 and AO2)
Design and create a spreadsheet system which can carry out the following processes:

1. Enter booking details into the spreadsheet and display prices for each booking depending upon City
of departure, the number of Adults, Children and Senior Citizens, and the choice of Board.
2. Avoid errors when entering data, and ensure all prices are accurate, by validating data or the use of
drop down lists, for example.
3. Calculate the initial cost of each booking, depending upon the number of Adults, Children and Senior
Citizens, and the type of Board the customers have chosen.
4. Customers whose initial cost is £1000 or more qualify for 5% discount. Identify which customers
qualify for this discount either manually (Pass level) or by using a function (Higher levels) and deduct
this discount from the cost of their booking.
5. (Higher levels) Got To Go Holidays wishes to develop its discount scheme by creating a further level
of discount of 10% for customers who spend £2000 or more on their holiday.

Customers qualify for whichever rate of discount is higher, but do not receive both. Develop the
spreadsheet system so that this scheme can be applied automatically, and apply conditional
formatting to the discount rate cell range to show who qualifies for the higher or lower rate of
discount.

6. Produce a final booking price for each customer, to include the cost of the flight, the cost of board,
less any discount for which the customers qualify.
7. Convert this booking price from £ Sterling into € Euros, and display both prices on the spreadsheet.
Use the conversion rate of £1 = €1.125. (Higher levels) Use an absolute cell reference for the
conversion rate so that it can be changed whenever necessary.
8. Produce a total of all the revenue which is coming into the company from these customer bookings.
9. Passengers should check in 1hr 45mins before departure time. Set up the spreadsheet to show what
time customers should check in. (Higher levels) Use an absolute cell reference for the check in
allowance time, so that this can be changed, for example if security is tightened and causes delays.
10. Got To Go Holidays requires customers to pay for their booking 14 days before the booking takes
place. Set up a system which automatically calculates the date on which payment is due so that staff
can check if payment has been received.
11. (Higher levels) They would like orders which have passed their payment date to be highlighted on
the spreadsheet by the use of conditional formatting.
12. Calculate how many orders were received in each of the six months, and how much revenue came
into the company in each of these six months. Use this information to work out the average amount
of the bookings in each month.
13. The Managing Director has to produce a financial report covering the six month period. Copy the
data from Task 12 above to a separate location so that it can be used to create charts and graphs for
this report (see AO5).
14. (Higher levels) Develop the system so that an invoice on a separate, linked worksheet can be printed
for any customer (further details in AO6). The invoice should include the passenger check in time,
and should give the final booking price in both £ Sterling and € Euros. The invoice is to be printed out
on Got To Go headed notepaper.
 15. Make the spreadsheet system easy to use by:
 inserting comments which explain how to carry out tasks
 making use of data validation
 making use of drop down lists
 protecting the worksheet to prevent accidental errors.

Task 3 (AO3)
Sort and filter (Pass level)
Got To Go Holidays is wishing to target television advertising in those countries which produce the largest
revenue. They wish to know which City of Departure has produced the highest revenue, and has the highest
number of bookings.

1. Sort the customer booking records to find out which City of Departure has generated the most income
over the six months.
2. Filter the customer booking records to find out how many customers came from each City of Departure.
3. Use these two sets of results to work out the average booking revenue from each City of Departure.

Sort and filter (higher levels)

Got To Go Holidays wish to know if particular types of Board appeal to particular nationalities. You must
develop your spreadsheet to produce a summary table which compares City of Departure with Board choice.
Sort the Booking records according to City of departure and Board choice.

1. Count the number of bookings for each choice of Board, according to City of Departure.
2. Store this data in a summary table, and then paste the values to a separate location to be used to create
charts.

They would also like to know which customers from which country visit the Holiday Village in high season
that is from June to August.

3. Use a custom filter to extract booking records for this period, and then filter these records in order to
find out how many customers from each country visit the village in this period.
4. Store this data in a summary table, and then paste the values to a separate location to be used to create
charts.
Task 4 (AO4)
Carry out modelling activities

1. The cost of paying staff to run the holiday village has increased by £4000 over the six months. By
how much would you raise the Board tariffs in order to cover these costs? Provide suitable costs for
each of the four Board tariffs.
2. (Higher levels) Devise a system on the spreadsheet so that the Board tariffs can easily be changed
and reset by updating the minimum number of cells.
3. (Higher levels) Fuel prices have come down over these six months, which means that flights could
now be cheaper than they were before. It is expected that a typical saving of £6000 might be
possible over the next six months. By how much could flight prices be reduced so that this saving
could be passed on to the customers?
4. (Higher levels) Got To Go Holidays offers two levels of discount to its customers. What are the
highest discount rates which can be offered to customers, which will still generate £45,000 from the
30 bookings? What discount rates would you recommend?

Task 5 (AO5)
The Managing Director of Got To Go Holidays has to put together a report on the financial state of the
company. He would like you to use the spreadsheet to produce a number of charts or graphs which might be
used to illustrate the revenue coming into the company over the six months, and comparing different sets of
data so that further financial decisions can be taken. All charts should be suitably labelled and display data
clearly.

Task 6 (AO6)
1. (Pass level) Create a macro which enables a user of the spreadsheet to perform a frequently used
task more easily. This might include such tasks as:
 Sorting or filtering data records
 Moving from one worksheet to another
 Copying and pasting data from one location to another
 Resetting the spreadsheet to its original values after performing modelling tasks.
2. (Higher levels) The company wishes the spreadsheet to automatically create an invoice (to be sent to
customers) on a linked worksheet. Develop the spreadsheet by creating the invoice worksheet, and
then create a macro to perform this task automatically. The invoice should present the price to
customers in both £ Sterling and € Euros, and should show the check in time for the flight.
AO1: Assessment requirements

Part A

Create a design for a spreadsheet that will meet Got To Go Holidays requirements. This should show the
spreadsheet layout and any formulas that you will use. There is no need to copy all the data for every
customer booking, but you must indicate clearly what will be entered where. If you will be using similar
formulas down a column or across a row there is no need to write out every formula in full, providing you
make it clear what the formula will be and which cells it will be entered into.

(You can choose to create your design by hand, using pencil and paper, or you might like to use computer
software. But you must not use a spreadsheet, as this must clearly be a design. Use a separate planning
sheet for each spreadsheet worksheet you need.)

Part B

Add details about any formatting that you will need to apply either by annotating your planning sheet or by
writing about any particular formatting features you will use, giving exact details of the cells that will be
formatted.

You need to show, for example:

 the format of the contents of the cells (e.g. general, currency, percentage, date)
 any font styles to be applied
 text and background colours
 cell borders
 any cells that are to be merged
 the direction of any text that is to be rotated.

To achieve higher levels you also need to show:

 how colour and borders can be used to distinguish between different types of cell (e.g. cells to input
data, cells which automatically calculate)
 any conditional formatting you will set
 any cells where validation can be set to help reduce input errors.

(Add the details of formatting to the planning sheets you produced in Part A. If necessary you can add extra
explanation of your formatting using an extra page.)
Part C (Higher levels only)

To achieve higher levels you need to design more than one sheet, using a wider range of functions. Got To
Go Holidays require a separate invoice worksheet, which is linked to the main worksheet, and can be printed
to send to the customer.

Show:

 Any cells on the invoice which will have text in them that remains unaltered on every copy (i.e.
headings, explanation to the customer)
 Any cells which are linked to the main worksheet
 Any cells which contain additional functions or formulas
 Any formatting which you will apply to any cells (e.g. date, currency)

(Create this design by hand, with pencil and paper, or using computer software, as in Part A.)

Part D

The level you are awarded for this assessment objective will depend on the detail of your design and the
range of formulas you have included. If you have not used enough different formulas then you need to
consider ways of improving or adding to your design to make sure you have included what you need. If you
have included sufficient features in your design then you need do nothing more here. Check your design(s)
against the following list and make any improvements that are needed:

1. formulas using at least two of +, -, * and / [all four are needed for higher levels]
2. formulas using brackets () [Distinction only]
3. functions from at least two of the categories shown below [three to achieve Merit, four to achieve
Distinction]
 arithmetic and statistical functions such as SUM, AVERAGE, MAX, MIN, MEDIAN, MODE, COUNT,
COUNTIF, SUMIF
 mathematical/trigonometric functions such as SIN, COS, TAN, LOG, POWER, RAND
 rounding functions, such as INTEGER, ROUNDUP and ROUNDDOWN, TRUNC
 logical functions, such as IF, AND, OR and NOT, including nested IF statements [IF must be used
to achieve Merit or Distinction]
 lookup functions, such as VLOOKUP, HLOOKUP, MATCH
 reference functions, such as ROW, COLUMN
 text functions, such as LEFT, MID, RIGHT, LEN, VALUE, TEXT, CONCATENATE, FIND
 date and time functions, such as TODAY, NOW, YEAR, MONTH, DAY, DATE
4. formulas using absolute cell referencing [Distinction only]

(You may not need to create any additional evidence for this task. If you do need to add anything you should
simply improve the design(s) already created)
AO2: Assessment requirements
In this task you will use your designs to create the spreadsheet for Got To Go Holidays.

To achieve Pass level you need only complete parts A, B and C of this task.

Part A

Use your spreadsheet software to create the sheet(s) you have designed. Take care to follow your designs in
detail, including layout, formulas and formatting.

Enter in all the data you have been given.

You may find that some of your formulas don’t work at first. If so, you need to make any adjustments that
are necessary to make sure that your final spreadsheet does work.

(Evidence could be an electronic file or a printout of each sheet showing the formulas. If printing, preview
pages before printing so that you can set the page orientation, margins and scale to fit the sheets on the
page in the best way possible.)

Part B

The grade you are awarded for this assessment objective will depend on the range of formatting features
you have used.

Check that you have used all of the following features. If necessary add some more formatting to your
sheet:

 text colours
 background colours
 cell borders
 adjust row height or column width
 merge cells
 set the direction of text in a cell.

To achieve higher levels:

 hide and show rows and columns

 set some text to wrap in a cell
 conditional formatting.

(Evidence could be an electronic file or a printout of each sheet showing the formulas. If there are features
you have used that cannot be easily seen, for example, hiding/showing rows/columns and conditional
formatting, you should include a screenshot as evidence of the feature you have used.)
Part C

You need to include at least one example of help for the user. For example:

 an instruction or explanation for the user somewhere on your sheet(s)

 one or more cell comments
 validation and/or drop-down lists to make entering data easier and to help prevent data entry
errors. This might include helpful input and error messages.

(This might be evidenced using screenshot(s).)

Part D

To achieve Merit level you must include both of the following:

 at least one cell comment

 validation for at least one cell.

(This might be evidenced using screenshots.)

Part E

To achieve Distinction level you must:

 include sufficient help to enable a beginner to use your spreadsheet with ease
 use more than one suitable cell comment
 include helpful input and error messages in your validation settings
 set some cells for input from a drop-down list
 use worksheet protection to prevent users changing or deleting formulas by mistake.

(This might be evidenced using screenshots.)

AO3: Assessment requirements

In this task you will sort and filter data in your spreadsheet.

To achieve Pass level you need only complete parts A and B of this task.

Part A

Sort the Booking record data by one field to carry out the tasks explained in the scenario

(The evidence for this task will be a printout of the sorted data, or a screenshot which shows the data when
sorted.)

Part B

Filter the Booking record data by one field to carry out the tasks explained in the scenario

(The evidence for this task will be a printout of the filtered data, or a screenshot which shows the data when
sorted.)

Part C

To achieve higher levels you also need to:

 Sort the Booking record data by two fields to carry out the higher level tasks explained in the
scenario.
 Filter the Booking record data by two fields to carry out the higher level tasks explained in the
scenario.

(The evidence for this task will be the printouts of the sorted data, or screenshots which show the sorted
data.)

Part D

To achieve Distinction level you also need to:

 Create a Custom filter to carry out the task explained in the scenario

(The evidence for this task will be a printout of the filtered data, or screenshots which show the filtered data.)
AO4: Assessment requirements
In this task you will perform simple modelling activities, to carry out the tasks explained in the scenario.

To achieve Pass level you need only carry out Part A.

Part A

 Change variables in order to model different solutions to the problem explained in the scenario.
 Make simple predictions about the outcome.

Part B

To achieve Merit level you also need to:

 Change variables in order to model different solutions to the problem explained in the scenario.
 Make predictions and/or decisions about the outcome
 Write about the investigation and the results

Part C

To achieve Distinction level you also need to:

 Change variables in order to model different solutions to the problem explained in the scenario.
 Make predictions and decisions about the outcome
 Write about the investigation and the results

(Evidence for this task will be either annotated printouts of the modelling process or word-processed
descriptions of the models with screenshots.)
AO5 Assessment requirements

You need to carry out the tasks explained in the scenario, and to choose at least two different types of chart
from the following list:

 pie chart
 bar (column) chart
 line graph.

To achieve Pass level you need only complete part A of this task.

Part A

Create two different types of chart using the data you have stored in the Chart data worksheet.

Part B

For higher levels you need to carry out the following additional tasks:

 Create at least one example of each type of the three charts/graphs indicated above
 At least one of the charts should compare values
 Use appropriate titles and labels on your charts and graphs, to show the data as clearly as possible.
 To achieve Distinction level you need to think carefully about the type of chart that will best show
the information required.

(Evidence for this task will be the electronic file or printouts of the charts.)
AO6: Assessment requirements
To achieve Pass level you need only complete part A.

To achieve Merit level you need only complete part B.

To achieve Distinction level you need to complete parts B, C and D.

Part A

To achieve Pass level you need to:

 create a macro that will automate a task to make things easier for your user.
 run the macro by using either a keyboard shortcut or by a button on the sheet or on the toolbar
 print out the code for this macro

Part B

To achieve Merit or Distinction level you need to:

 create a macro that will automate a sequence of at least two tasks.

 run macro by using both a keyboard shortcut and a button on the sheet or on the toolbar
 print out the code for this macro
 write about what the macro does and how it can be run.

Part C

To achieve Distinction level you also need to:

 create a second macro that will automate a sequence of at least two tasks.
 run the macro by using both a keyboard shortcut and a button on the sheet or on the toolbar.
 print out the code for this macro
 write about what the macro does and how it can be run.

(Evidence for tasks A, B and C must include the printout of the macro code. You can write your description on
this printout or add a separate word-processed sheet. Evidence of the button will be either the electronic file
or a screenshot.)

Part D

To achieve Distinction level you also need to:

 annotate the code for your two macros, clearly identifying what at least three items of code do.
These should be instructions, not the lines at the top/bottom of the code telling you the name of the
macro, details of when it was recorded, where it ends etc.

(Evidence will be the annotations on the printouts of your macro code.)