Assignment for Academic Task 2

1. Achievement to be evaluated:
At the end of the unit, the student uses mathematical, statistical, search and text
functions to process information within spreadsheets.

2. General indications:
The presentation of this work is individual. Each student is asked to record their
personal income and expenses within an annual period (previous year), using the
mathematical, statistical, text and search functions worked on in unit 2.
3. Specific indications:
• Detail an annual personal budget table, recording income and expenses made during
the 12 months of the previous year. See appendix.
• Prepare a budget using a table, considering the following 7 titles for the columns:
DATE, INCOME/EXPENSE, CRITERIA CODE, CRITERIA, CATEGORY, AMOUNT
and AMOUNT CLASSIFICATION.
• DATE: Classify dates considering the 12 months of the year.
• INCOME and EXPENDITURE: Indicate the type of movement, that is, whether it is
INCOME or EXPENDITURE.
• CRITERIA CODE:
○ Build a code structure that allows you to differentiate each income and expense.
○ Consider the following 6 text functions:
■ Concatenate
■ Find
■ Extract, right or left
■ Uppercase, lowercase or proper
■ Long
■ Text, replace, substitute
• CRITERION:
○ Describe the type of movement (income or expenditure).
○ Consider 7 different criteria for EXPENDITURES and 3 different criteria for
INCOME.
• CATEGORY:
○ EXPENDITURES: Assign a specific category to each criterion. Consider
the following 5 categories: STUDIES, FOOD, TRANSPORTATION,
TELEPHONY and HEALTH.
○ INCOME: Assign each criterion a specific category. Consider the following 3
categories: SALARY, SUBSIDY (family and/or scholarship) and LOAN (bank,
 family or other).
• AMOUNT: Record the amount in soles used in each movement (income or expense).
Consider decimals.
• TYPE OF CRITERIA
○ Prepare a two-column support table indicating the status of the movement,
considering AMOUNT RANGE for the first column and AMOUNT
CLASSIFICATION for the second column.
○ The amount classification considers the following 4 levels according to the
monthly amount recorded:
■ 0 soles: No movement (no filling)
■ Less than 1500 soles: Low (fill in light blue)
■ Less than 2500 soles: Moderate (fill in yellow)
■ Greater than or equal to 2500: High (fill in red)
○ Using the auxiliary table, complete the CRITERIA TYPE column, using search
functions, taking the AMOUNT column as a reference.
• SUMMARY: Create a summary table by categories using your own design, specifying
whether it is INCOME or EXPENDITURE and considering mathematical and statistical
functions for the following:
○ EXPENDITURES:
■ Total of each category.
■ Adjust all amounts to 1 decimal place.
■ Averages by category.
■ Largest graduation of the year.
■ Number of times per year in which you invested in STUDIES.
○ INCOME:
■ Total of each category.
■ Adjust all amounts to 1 decimal place.
■ Averages by category.
■ Lowest income of the year.
■ Number of times per year in which you received a GRANT.
• The submission of Academic Task 2 must be done in week 8, through the Canvas
platform.
• You must develop this activity in MICROSOFT EXCEL
• The file must be uploaded to Canvas with the following name: TA2_Last_First_Name

4. Recommendations:

Carry out this activity taking into account your real income and expenses, so that it
can serve as a financial organization tool.
5. Evaluation criteria:
Review the evaluation rubric in this same document with which the evaluation will be
carried out.
your performance in this activity (Annex 2).

6. Annex 1:
 PERSONAL BUDGET
INCOME/
DATES CODE CRITERION CATEGORIES AMOUNT TYPE OF CRITERIA
EXIT
GRADUATI
1/01/2020 ON xxxxxxxxx Recreation HEALTH 50.00 LOW
2/01/2020 INCOME XXXXXXXXX Loan LOAN 0.00 NO MOVEMENT
GRADUATI
5/01/2020 ON xxxxxxxxx Other expenditures FEEDING 50.00 LOW
8/01/2020 INCOME xxxxxxxxx Fixed income (if I work) SALARY 800.00 LOW
10/01/2020 INCOME xxxxxxxxx Family help GRANT 2500.00 HIGH
GRADUATI
16/01/2020 xxxxxxxxx Pension STUDIES 0.00 NO MOVEMENT
ON
16/01/2020 INCOME xxxxxxxxx Grant LOAN 500.00 LOW
GRADUATI
18/01/2020 ON xxxxxxxxx Tuition STUDIES 0.00 NO MOVEMENT
GRADUATI
19/01/2020 xxxxxxxxx Mobile phone TRANSPORT 75.00 LOW
ON
GRADUATI
20/01/2020 ON xxxxxxxxx Mobility TRANSPORT 20.00 LOW
GRADUATI
21/01/2020 ON xxxxxxxxx Other courses STUDIES 600.00 LOW
GRADUATI
23/01/2020 xxxxxxxxx Books STUDIES 0.00 NO MOVEMENT
ON
GRADUATI
24/01/2020 ON xxxxxxxxx Health TELEPHONY 100.00 LOW
27/01/2020 INCOME xxxxxxxxx Other income LOAN 0.00 NO MOVEMENT
GRADUATI
28/01/2020 ON xxxxxxxxx Refreshment HEALTH 30.00 LOW
GRADUATI
2/02/2020 ON xxxxxxxxx Other expenditures FEEDING 0.00 NO MOVEMENT
GRADUATI
2/02/2020 ON xxxxxxxxx Books STUDIES 0.00 NO MOVEMENT
GRADUATI
2/02/2020 ON xxxxxxxxx Pension STUDIES 500.00 LOW
GRADUATI
3/02/2020 xxxxxxxxx Mobility TRANSPORT 20.00 LOW
ON
GRADUATI
5/02/2020 ON xxxxxxxxx Health TELEPHONY 100.00 LOW
7/02/2020 INCOME xxxxxxxxx Loan LOAN 0.00 NO MOVEMENT
GRADUATI
8/02/2020 ON xxxxxxxxx Tuition STUDIES 0.00 NO MOVEMENT
12/02/2020 INCOME xxxxxxxxx Family help GRANT 2500.00 HIGH
GRADUATI
14/02/2020 xxxxxxxxx Recreation HEALTH 50.00 LOW
ON
14/02/2020 INCOME xxxxxxxxx Fixed income (if I work) SALARY 800.00 LOW
GRADUATI
15/02/2020 ON xxxxxxxxx Mobile phone TRANSPORT 75.00 LOW
19/02/2020 INCOME xxxxxxxxx Other income LOAN 0.00 NO MOVEMENT
GRADUATI
19/02/2020 ON xxxxxxxxx Refreshment HEALTH 30.00 LOW
20/02/2020 INCOME xxxxxxxxx Grant LOAN 500.00 LOW
GRADUATI
25/02/2020 ON xxxxxxxxx Other courses STUDIES 600.00 LOW
GRADUATI
2/03/2020 ON xxxxxxxxx Refreshment HEALTH 30.00 LOW
GRADUATI
11/03/2020 ON xxxxxxxxx Tuition STUDIES 500.00 LOW
13/03/2020 INCOME xxxxxxxxx Family help GRANT 2500.00 HIGH
16/03/2020 INCOME xxxxxxxxx Fixed income (if I work) SALARY 0.00 NO MOVEMENT
GRADUATI
16/03/2020 ON xxxxxxxxx I MOVED 1 ID AD TRANSPORT 50.00 LOW
GRADUATI
18/03/2020 xxxxxxxxx Books STUDIES 500.00 LOW
ON
21/03/2020 INCOME xxxxxxxxx Other income LOAN 1000.00 LOW
22/03/2020 INCOME xxxxxxxxx Grant LOAN 500.00 LOW
GRADUATI
24/03/2020 xxxxxxxxx Recreation HEALTH 50.00 LOW
ON
GRADUATI
26/03/2020 ON xxxxxxxxx Health TELEPHONY 300.00 LOW
 Technological Applied Informatics
University of
Peru

ACADEMIC TASK RUBRIC 2 (Annex 2)

Definition of the
Criterion Expected standard In progress 2 In progress 1 Initial
criterion
Elabora a board Elabora a board
considering 5 of the following 6 considering 4 of the following 6 Elabora a board
Make a table considering the
details: details: considering between 1 and 3 of
following 6 details:
- The table considers the - The table considers the the following 6 details:
- The board consider the
following columns: following columns: - The table considers the
following columns: DATE,
DATE, INCOME / DATE, INCOME / following columns:
INCOME / EXPENDITURE, CODE
EGRESS, CODE OF EGRESS, CODE OF DATE, INCOME /
CRITERION, CRITERION,
CRITERION, CRITERION, CRITERION, CRITERION, EGRESS, CODE OF
CATEGORY, AMOUNT
CATEGORY, AMOUNT AND CATEGORY, AMOUNT AND CRITERION, CRITERION,
AND
CLASSIFICATION OF CLASSIFICATION OF CATEGORY, AMOUNT AND
AMOUNT CLASSIFICATION.
AMOUNT. AMOUNT. CLASSIFICATION OF
- Record income and expenses
- Register income and - Register income and AMOUNT.
considering the 12 months of
expenditures expenditures - Register income and
the previous year.
Considering Considering expenses considering them
Evaluate that he - Details 7 different criteria
the 12 monthsof the year the 12 months of the 12 months of theyear
student complies with for EXPENDITURES and 3
Table structure former. previous year. former.
the structure of the different criteria for INCOME.
- Details 7 criteria - Details 7 criteria - Details 7 criteria
requested table. - For expenses, detail the
different for different for different for
following 5 categories:
EDUCATION AND 3criteria EDUCATION AND 3 EDUCATION AND 3
STUDIES, FOOD,
different for DIFFERENT CRITERIA for DIFFERENT CRITERIAfor
TRANSPORTATION, TELEPHONE
INCOME. INCOME. INCOME.
AND HEALTH.
- For expenses, detail the - For expenses, detail the - For expenses, detail the
- For income, consider the
following 5 categories: following 5 categories: following 5 categories:
following 3 categories:
STUDIES, FOOD, STUDIES, FOOD, STUDIES, FOOD,
SALARY, GRANT
TRANSPORTATION, TRANSPORTATION, TRANSPORTATION,
(family and/or scholarship) and
TELEPHONY AND HEALTH. TELEPHONY AND HEALTH. TELEPHONY AND HEALTH.
LOAN (bank, family or other).
- For income, consider - For income, consider - For income, consider
- Consider numbers
the following 3 the following 3 the following 3
decimals for assign
categories: SALARY, categories: SALARY, categories: SALARY,
amounts.
GRANT (family and/or GRANT (family and/or GRANT (family and/or
scholarship) and LOAN scholarship) and LOAN scholarship) and LOAN
Applied Informatics
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edm from Peru

(banking, family or other). (banking, family or other). (banking, family or other).

- Consider numbers - Consider numbers - Consider numbers
decimals for assign decimals for assign decimals for assign
amounts. amounts. amounts.

4 3 2 1
Assesses that the student Use the following 6 text functions: Use 5 of the following 6 text Use 4 of the following 6 text Use 1-3 of the following 6 text
uses the requested text functions: functions: functions:
- Concatenate
functions.
- Find - Concatenate - Concatenate - Concatenate
- Extract, right or left - Find - Find - Find
- Mayusc, minusc - Extract, right either - Extract, right either - Extract, right either
either left left left
Use of
proper. - Mayusc, minusceither - Mayusc, minusceither - Mayusc, minusceither
functions of
text - Long proper. proper. proper.
- Text, replace, replace. - Long - Long - Long
- Text, replace, - Text, replace, - Text, replace,
replace. replace. replace.

4 3 2 1

Evaluate that he The student makes the following 4

The student makes 3 of the 4 The student makes 2 of the The student makes 1 of the
student creates an considerations:
following considerations: following 4 considerations: following 4 considerations:
additional table to - Make an additional table,
Table - Elabora a board - Elabora a board - Elabora a board
classify the monthly considering the classification of
preparation of additional, considering the additional, considering the additional, considering the
amounts and uses the amounts detailed in the
classification classification of classification of classification of
functions of consignment.
and use of amounts detailed in the amounts detailed in the amounts detailed in the
search according to - Use a function of
functions of consignment. consignment. consignment.
corresponds. search that allow
search - Use a function of - Use a function of - Use a function of
visualize the correct
search that allows viewing search that allows viewing search that allows viewing
amount classification in the
the correct amount classification the correct amount classification the correct amount classification
CRITERIA TYPE column.
Applied Informatics
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edm from Peru

- Set a different color in the column TYPE OF in the column TYPE OF in the column TYPE OF
for each amount classification, CRITERION. CRITERION. CRITERION.
both for the additional table - Establishes a color - Establishes a color - Establishes a color
as for the different for each different for each different for each
CRITERIA TYPE column. amount classification, both amount classification, both amount classification, both
- In the summary by category, for the board for the board for the board
indicates whether the amount additional as for the additional as for the additional as for the
refers to INCOME or EXPENSE. column GUY OF column GUY OF column GUY OF
CRITERION. CRITERION. CRITERION.
- In he summary by - In he summary by - In he summary by
category, indicates category, indicates category, indicates
whether the amount refers whether the amount refers whether the amount refers
to a to a to a
INCOME or OUTPUT. INCOME or OUTPUT. INCOME or OUTPUT.
4 3 2 1
Evaluate that he Elabora a board summary, Make a summary table, Make a summary table, Make a summary table, detailing
student elaborate detailing the following 5 points and detailing 4 of the 5 following detailing 3 of the 5 following a maximum of 2 of the following
a summary table with using the functions points and points and 5 points and
Preparation of
design own, mathematics and statistics: using the functions using the functions using the functions
summary table
Considering the - Total of each category. mathematics and statistics: mathematics and statistics: mathematics and statistics:
with - Adjust all amounts to
mathematical and - Total of each category. - Total of each category. - Total of each category.
mathematical two decimal places.
statistical functions in - Adjust all amounts - Adjust all amounts - Adjust all amounts
and statistical - Averages by category
relationship to the to two decimal places. to two decimal places. to two decimal places.
functions in - Largest graduation of the year. - Averages by category
criterion - Averages by category - Averages by category
relation to - Number of times per year in
EGRESS. - Largest graduation of the - Largest graduation of the - Largest graduation of the
the those invested in STUDIES. year. year. year.
EGRESS
- Number of times per year - Number of times per year - Number of times per year
criterion
in which he invested in in which he invested in in which he invested in
STUDIES. STUDIES. STUDIES.

4 3 2 1
Applied Informatics
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Evaluate that he Elabora a board summary, Make a summary table, Make a summary table, Make a summary table, detailing
student elaborate detailing the following 5 points and detailing 4 of the 5 following detailing 3 of the 5 following a maximum of 2 of the following
Preparation of a summary table with using the functions points and points and 5 points
summary table design own, mathematics and statistics: using the functions using the functions and
with Considering the - Total, of each category. mathematics and statistics: mathematics and statistics: using the functions
mathematical mathematical and - Adjust all the amounts to - Total of each category. - Total of each category. mathematics and statistics:
and statistical statistical functions in two decimal places. - Adjust all amounts - Adjust all amounts - Total, of each category.
functions in relationship to the - Averages by category to two decimal places. to two decimal places. - Adjust all amounts
relation to criterion - Lower incomeof the year. - Averages by category - Averages by category to two decimal places.
the INCOME. - Number of times per year in - Lowest income of the year. - Lowest income of the year. - Averages by category
INCOME the that received a - Number of times per year - Number of times per year - Lowest income of the year.
criterion GRANT. in which he received a in which he received a - Number of times per year
GRANT. GRANT. in which he received a
GRANT.
4 3 2 1