- November 6, 2014 at 2:50 am
i am really worried about my appendices.
I have 4 spreadsheets which contained 5 appendix.(spreadsheets 1)
Appendix 1 tesco plc income statement and balance sheet (summerised) spreadsheets 2)
Appendix 2 sainsbury income statement and balance sheet (summerised) spreadsheets 2)
Appendix 3 profitablity ratios for Sainsbury and tesco spreadsheets 3)
Appendix4 liquidity ratios spreadsheets 4)
Appendix 5 financial ratios extracted from annual reports spreadsheets 4)
I am confused about 8 sides what does it mean?
U said we have to show how i made the graph what u mean by that.
I didn’t make any graphs in spreadsheets.
I just made graph by inserting from Microsoft word into my main rap. Then after choosing my the graph then excel sheets open to fix the serious. Dont know whether whether my approach r right. I am very worried because this is my last chance. So can u give me advice please as u do always.
I am also confused about referencing .
I have some reference from bbc. I choosed source from website. If i follow obu info sheet pack. Then it comes below :
BBC NEWS (2010). Five things Tesco got wrong.
Aavilable at: http://www.bbc.co.uk/news/magazine-17767565
(Accessed 13 May 2014)
if i make from ms word which have built in harvard referencing then come up:
BBC News, 2012. Five things Tesco got wrong. [online]
Available at: < http://www.bbc.co.uk/news/magazine-17767565 >
[Accessed 13 May 2014]
If follow the link from directly from Harvard link which is http://www.harvardreferencing.org.uk/website.php
Then as bbc news and so i choosed website and it come up like that.
BBC NEWS (2012) Five things Tesco got wrong, [online]
Available at: http://www.bbc.co.uk/news/magazine-17767565 [Accessed 13 May 2014]. bc news and source from bbc website
So which one is correct even though both r following Harvard.
If i have 3 news reference from bbc or Sainsbury website in 2012 and i made alphabetic order.
Still do i have to( BBC, 2012a) ( BBC, 2012b) ( BBC, 2012c)
Can u tell me which way i should do?
I am sorry for my long msg mate. I am struggling for my reference as i failed everytime for ref and deep analysis. I sorted out deep analysis but confusing now for above queries.
Forgive me if it irritates u.November 6, 2014 at 8:04 am
1. Your appendices will be fine
2. Your references should be for example (BBC, 2012) in the text. Only if you are using more than one DIFFERENT article in the sane year should you append a, b, c etc.
3. In the list it should start the same – in my example BBC (2012). (Note: you can insert news in both if you want but this will be 2 words for the word count.) Personally I would go for your last version for the list but ANY of yours above would be acceptable
Please read my posts on the Harvard Referencing forum as there is so much detail about all of this already on there.
If you are doing Tesco then you need to say something about the latest scandal it is embroiled in as per my post on ‘Doing Tesco for your RAP.’
PS when you post a query you should not keep copying everything from a previous answer unless it us particularly relevant as there is no need to do this….(and yes it is intensely irritating as well as unnecessary so I have removed it from your post above)November 7, 2014 at 11:27 pm
I was reading your comments from other forums as well and very impressed about your knowledge ans skills. I just created my account and this is my first question please
Do we need to provide references for the formulas used in the appendix ( in the spreadsheet)?November 8, 2014 at 5:52 am
@ned – Welcome to the OT OBU Forum.
No, you do not need to reference accounting ratio formulas whether they are in the report or appendices. This is because unless it is a unique formula, the author of the book or text did not invent these ratios – they have been in the public domain for years – so are considered to be common knowledge. I explain this and lots more on the Harvard Referencing forum.
We have a really good search facility so if you have further questions you will probably find they have been covered somewhere before if you feed in a few key words 🙂November 8, 2014 at 9:04 am
It is said that use of spreadsheets are necessary for passing the RAP. For Topic 20, I have used excel sheet only for making my graphs which I have later paste the graphs in my analysis section in RAP. So, still Should I attach the excel sheet doc in appendix for submission.
Thnks,November 8, 2014 at 11:54 am
@trephena – thank u very much for ur response. definitely I have to say u have big heart. I need some help :
I am very confused with Harvard referencing rules . because its different from one uni to other. So i follow the info pack from obu to clear my confusion.Would you mind to make comments on my reference list:
Barford, V. (2012). Five things Tesco got wrong. BBC News Magazine, 20 April, [online], Available at: http://www.bbc.co.uk/news/magazine-17767565 (Accessed: 13 May 2014)
I made above by following information pack 14-15 page 70. I followed the rules for newspaper article though i confused bbc is not newspaper.
or do I have to make this way above refrence:
BBC NEWS (2013). Five things Tesco got wrong. 20 April, [online], Available at: http://www.bbc.co.uk/news/magazine-17767565 (Accessed: 13 May 2014)
PROBLEM NUMBER :2
BBC NEWS (2013).Tesco UK sales decline 1.5% in third quarter.[online], Available at : http://www.bbc.co.uk/news/business-25211882 (Accessed: 5 November 2014)
The above one doesn’t have reporter. Is it correct way to do?
PROBLEM NUMBER : 3
Can u tell me which one is correct according to information pack from obu:
Bloomberg (2013). Tesco to Exit U.S. After First profit Drop in about 20 years. [online], Available at: http://www.bloomberg.com/news/2013-04-17/tesco-to-exit-u-s-unit-post-review-take-1-8-billion-charge.html(Accessed 27 November)
Thesing, G. (2013). Tesco to Exit U.S. After First profit Drop in about 20 years. Bloomberg,17 April, [online], Available at: http://www.bloomberg.com/news/2013-04-17/tesco-to-exit-u-s-unit-post-review-take-1-8-billion-charge.html
(Accessed: 27 October 2014)
Problem number : 4
For annual report can u check for me plz whether my style is write:
J Sainsbury Plc (2011). Annual Report and Financial statements 2011. [Online].
Available at: http://www.j-sainsbury.co.uk/media/171813/ar2011_report.pdf (Accessed: 11 October 2013)
thank u very much.November 8, 2014 at 12:44 pm
1. This is correct for the list and in the text you simply put (Barford, 2012). This is because there is a named author (Vanessa Barford) regardless of whether it is a newspaper or online article. The rule is to attribute it to the actual person if possible and they are named.
2. This is correct for as you point out, there is no named author so your list entry is correct. Note: if there is more than one different article like this from the BBC in 2013 you would need to append a, b, c etc both in the text and list so that the reader can see exactly which one is which and find the appropriate article quickly if they wanted to consult it.
3. The correct entry in the list would be: Thesing, G. (2013). Tesco to Exit U.S. After First profit Drop in about 20 years. Bloomberg,17 April, [online], Available at: http://www.bloomberg.com/news/2013-04-17/tesco-to-exit-u-s-unit-post-review-take-1-8-billion-charge.html – put the latest date you accessed this
(Thesing, 2013) in the text for the exactly same reason as in (1) above
4. I suggest you put (Sainsbury’s, 2011) OR (Sainsbury, 2011) in the text then you can begin your entry in the list as:
Sainsbury’s (2011) OR Sainsbury (2011). J Sainsbury Plc Annual Report and Financial statements 2011. [Online]. Available at:
http://www.j-sainsbury.co.uk/media/171813/ar2011_report.pdf (Accessed: 11 October 2013)
This way you get round the problem of how to deal with the initial J, maintain the consistency of using the same designation in both the text and list, keep the wordcount for the company name down to 1 and there is no problem then in arranging it in the list alphabetically under ‘S’
🙂November 8, 2014 at 12:58 pm
@tanvi2211 – using Excel for just graphs is perfectly acceptable for T20. Just load the Excel file as you say as an appendix then it removes any problems later if you should been unfortunate enough to have a very fussy marker…. 🙂
PS The most important thing for T20 is to show some good use of external sources (articles and commentary by writers outside the company) and possibly some comparison of CSR factors with other similar companies to balance out the company’s own CSR statement to either confirm or question it.November 8, 2014 at 2:28 pm
thank u again for ur help. I really appreciate ur help. I m very much worried as this is my last chance.
can u see my this refence as I ignored here reuturs .can u check whether I m wrong or right:
THE FINANCIAL EXPREES (2014).Tesco UK confirms joint venture with Tata Group’s Trent in India, to invest $140 mn. 22 March, [Online], Available at: http://www.financialexpress.com/news/tesco-uk-confirms-joint-venture-with-tata-groups-trent-in-india-to-invest-140-mn/1234849 (Accessed: 29 October 2014)
can u tell how make refence list for this plzNovember 8, 2014 at 4:05 pm
@ts1110 – this one seems a bit inconclusive. It it was down to me I would use Reuters as the source as I think Financial Express as an online ‘paper’ is just citing them so:
Text: (Reuters, 2014) Remember it may be Reuters 2014b if you already have a Reuters document for 2014.
List: Reuters (2014). Tesco UK confirms joint venture with Tata Group’s Trent in India, to invest $140 mn. 22 March 2014 reported in The Financial Express, available at….
NOte: these are referencing queries and should be on the Harvard Referencing forum, so I will post them there once you have read thisNovember 11, 2014 at 11:37 am
Hi there, I would appreciate it a lot if someone could help answer my queries here.
In the process of submitting my appendix file, OBU requires me to specify a reference for the appendix. As in there is a blank column on top stating Appendix Reference. The thing is I’m not sure what to put there as they say if you have financial statement this could be appendix 1, if you have ratio analysis this could be appendix 2.
OBU says you MUST specify a reference for this appendix.
Any idea what should i put in the column box there?November 11, 2014 at 11:48 am
@darklord1744 – just number them – doesn’t matter what order/number/ name you give them. Giving them a name or distinguishing mark is all that is required to ensure you load all of your files (and probably helps the markers to ensure they have downloaded them all too)November 11, 2014 at 1:27 pm
If I want to reference something about the ratios that I have already mention in my PEST analysis how do I do it? Can I say: As mentioned in the PEST?.. how?
AmarainNovember 12, 2014 at 4:17 pm
@amarain – best to reference to source, so use the same reference you used in the PEST (no need to put anything in the list as it should already be there).November 12, 2014 at 4:19 pm
AmarainNovember 14, 2014 at 10:32 am
I have created an Excel workbook having all 6 Appendixes.
Apx 1 : SOCI of Company
Apx 2 : SOFP of Company
Apx 3 : Ratio calculation with formulas listed, linked to Apx 1 and 2
Apx 4 : SOCI of Competitor
Apx 5 : SOFP of Competitor
Apx 6 : Ratio calculation with formulas listed, linked to Apx 4 and 5
Is it fine this way?
A friend of mine said that you should not Put financial statements under an appendix.
and when you are submitting your RAP online, they require you to upload every appendix separately?
Now if i separate these appendixes then all my linked formulas will stop working..
Please suggest what should i do? or if it is fine the way i did it?November 14, 2014 at 11:33 am
@captmario -as far as I am aware there are specific tabs for the RAP, Reference List, Presentation and ‘SLS’ (by this latter they mean the written self-reflection part) so these MUST be loaded separately. Apart from that there are additional tabs (unnamed I believe) for the Appendices or any other ancillary material (questionnaire, resubmission statement etc. if applicable). It is immaterial therefore whether you call the FSs appendices or not! As long as the file does not exceed the limits it doesn’t matter if you combine appendices as long as the tabs within each loaded file are clearly labelled. There are about 6 -8 additional file tabs for appendix type files on the uploading page I thinkNovember 14, 2014 at 3:25 pm
Thank you so much trephena, apparently my friend has no idea what he was talking about. Sorry about that. Throughout the project you have been a great help. resolved alot of my problems and i am thankful for that 🙂November 14, 2014 at 4:50 pm
I have a very important question please!
If Ihave let’s say XYZ,2014 cited for the Fin Stat and then I am citing as well something from their website so again XYZ,2014. Am I right to cite “a” on the first and “b” on the second to distinguish them? Many thanks
AmarainNovember 14, 2014 at 6:19 pm
@amarain – yes if they are two distinctly different documents e.g. one lot is the Financial statements and the other refers to a press release. It is not whether it is website/online that is important but what they actually are. Just putting XYZ, 2014 can be too imprecise depending on the circumstances as referencing is about identifying the exact document involved (which is why a, b, c etc may be necessary). The annual reports may contain a lot of information and therefore although citations from the same document are just XYZ, 2014 ideally you should indicate the page number to help the reader (or identify where it comes e.g. from the CEO or Directors’ report).November 15, 2014 at 8:02 pm
thanks for some very useful reply. I was about to ask some questions but i found the answers already in the post.
I still have some query related to appendix and referencing.
Q1: is it appropriate to state both fs and ratio for one company within one tab in excel? or should i use different tab for ratios?
Q2: I have included 4 years FS in appendix as growth rates are calculated based on previous year. is it ok?
should I include any interim FS beside this 4 years? as my company’s and competitors year end are 31 dec and 31 march respectively.
Q3: I have some specific questions related to referencing. before asking any, would you please provide the link of the Harvard referencing forum where you wrote about this issue?November 15, 2014 at 9:27 pm
Just checking if my understanding is right here.
Since I have all my financial statements in the excel file (tabbed appendices), I don’t have to include a separate pdf file containing the financial statements correct?November 15, 2014 at 11:42 pm
1. Doesn’t matter either way
2. That’s ok. No you don’t have to have to use interim statements as long as their businesses are not cyclical (see Forum ‘Different Financial Year End – Comparable’- for further explanation of any issues related to different year ends)
No you do not have to duplicate themNovember 16, 2014 at 12:52 am
Phew! Thanks @trephena
I am aware that the PowerPoint we are supposed to attach should have the same content as the report. All is fine at my end except I changed the scales for graphs in my report to read 2013/14, 2012/13, 2011/12… but the graphs in my presentation have 2014, 2013, 2012 as it did before. I did not change the slides. Would the markers pick on this minor difference? Do I have to mention in my SLS about this minor change in my report (even though presentation remains the same)?
Thanks again! Much appreciate your feedback.November 16, 2014 at 1:23 am
Could u tell me how u submit ur appendices ?
Bcz all of my appendices in one excel file . Do I have to split my excel file ?
Do I have to split spreadsheet ?
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