- November 14, 2015 at 11:12 pm
I hope all is good with you.
Company ABC has a five 5 year summary of the BS & Consolidated comprehensive income, can I attach this to my appendix rather than 8 years individual accounts for both comparator and main company? I have used 2012 annual accounts as the base year therefore 4 years accounts, I suppose these need to be included?The 5 year summary also includes key ratios, some of which I calculated.
Also, I get the in cite text to add when in referencing the annual accounts which I followed from the previous message but reference the annual accounts on the reference list, it is a pdf which I downloaded from the website.
I’m not clear if the Reference list is a separate word document or a continuation to the report.On the OBU pack,on page 31 it states at the end of the RR but on page 46 it seems its separate, can you please clarify.
Kell AnnNovember 15, 2015 at 12:27 am
Just need to know the answer to 1st & 3rd part of my query , got the answer for the 2nd from a student’s response on the forum.
Kell AnnNovember 15, 2015 at 9:54 am
@kellann – if you have already done the individual sheets for your financial statements include both. Remember the markers want to see evidence that you can use a spreadsheet (summing and some basic formulas) and how your graphs derived from your figures to pass section 7 (IT Skills). Just upload the company summary as either a separate appendix or paste the table as,an image into your existing spreadsheet in a new worksheet with appropriate tab label
Yes load the Ref list as a separate document. (Otherwise it messes up the report word count if it is attached as part of the report file)November 15, 2015 at 1:09 pm
Thank you Trephena.November 16, 2015 at 1:27 am
Do I just need to include the income statement and BS with notes, cashflow statements ,changes in equity as well ?Or is it just the BS + I/S?
Kell AnnNovember 16, 2015 at 9:20 am
I am in the process of submitting. I thought we were allowed to upload multiple appendices but it looks like you can only upload 1 file? My file is 27MB?
How can you upload multiple files?November 16, 2015 at 11:07 am
Have you tried loading one at a time? Possibly a new box opens after you have loaded each appendix ready for any additional one?
Any files over the individual file size limit will be rejected by the systemNovember 16, 2015 at 12:40 pm
No there was no new box even after uploading the first file.
I have had to copy and paste everything in one excel file.
It was painful but it’s done now.
I have submitted. So relieved. OMG!!!
I think the only thing I forgot was the letter from the company? I have got it but just forgot to add it.April 10, 2016 at 6:38 am
Hi, I am doing research on Topic 8. I have used several business and accounting models for my project e.g. PESTLE, Porter’s Five Forces and The Balanced Scorecard. I have attached a comprehensive list of Porter’s Five Forces e.g. different factors under each forces and also have developed a Balanced Scorecard model specific for my research context with a list of different performance measure under the four perspective. These lists in a tabular format I have attached in appendix. Is this OK to do so. Any advise will be highly appreciated. Thank you.April 10, 2016 at 1:31 pm
@rizhawk – Please use this forum for Appendix questions and PLEASE use the search facility before opening yet another new topic!
As you will note from previous answers the appendices are for ancillary information. As your models form an important part of your report they need to go in the main body of it and where the word count rules will apply to it.April 17, 2016 at 8:06 am
Hello. I just want to ask a simple question. As we have to upload three years financial statements of our primary company, is it necessary to upload three years F/S for our competitor also or should i just upload the latest one year competitors F/S?
Another question is that what should we upload e.g. only Balance sheet and Profit and loss account or Is it necessary to upload statement of cash flows also?
If I want to analyse three years then how many year’s figures should I take? e.g. 2014, 2013, 2012 and 2011 or just 2014, 2013 and 2012?
Whether we should use comparative figures (restated) or should i take the figures from individual annual reports?April 21, 2016 at 12:12 am
You should attempt a 3 year analysis of your main company nd 3 years comparisons. If you only do 1 year of comparisons you cannot get more than a C grade.
Please ensure you start your work looking at the earliest year first and move fowards to the latest – this may seem obvious but apparently some students attempt to work backwards which makes it impossible to outline trends effectively! Just B. Sheet & P&L are needed for all companies for all 3 years.
You may need to use the restated figures to make valid comparisons.April 23, 2016 at 3:08 am
I want to add a forecast table as scenario analysis for topic 15. It contains 3 scenarios for the next 3 years. So could I create a new appendix for explanation of assumptions and predicts used for this analysis, as they will occupy a quite large amount of words and I currently have to reduce the words count 🙁
Thank you.April 27, 2016 at 12:01 am
The appendix should only be for detail so in theory if these are detailed models then it would be fine. However it can be a problem if you are expecting the marker to repeatedly keep switching back and forth from your Report to the Appendices. The practicality is that as the marking is done online they would have to break off from the report and go into another window. Whereas they will be prepared to do this a few times as it is obviously necessary, if they are having to do this constantly it will start to interfere with the flow of reading and assimilation of your work and ideas.
If you can arrange it so that they can read the report and just refer to the appendices OCCASIONALLY it will fine. However if they need to stop and go into the appendices every other paragraph they will consider it an abuse of word count and fail on communication.
Essentially there are 2 assessment criteria you need to consider: Presentation of the data and Communication as the appendices as I said at the beginning should only be for ancillary material. If in effect it is a subdivision of the main report you will be penalised.April 28, 2016 at 12:20 pm
Can you guide me if my appendices are right?
Appendix 1 (Balance Sheet) I included both of main company and comparator.
Appendix 2 (Income Statement) Both as above
Appendix 3 ( Cash flow) Both companies
Appendix 4 ( Ratios)
Appendix 5 (Market data)
Appendix 6 (Charts)
So do you think I am with in line of rules?
RegardsApril 30, 2016 at 7:17 pm
Yes in principle – but are these all separate files? You can put 1,2 3,4 & 6 all in one workbook if they are all in Excel and just have different names tabs. It is better to combine files rather than load lots of separate ones as the more files you have the greater the chances of errors when loading (duplication and omission) so put as many related files as possible into one file and you will find it much easier to keep track of everything. (It should also help the marker as I expect they don’t want to have to download 6 files when just one or two will do as it makes it more time consuming for them to get on with the job in hand and less straightforward)May 1, 2016 at 12:41 pm
Hi – can someone help me please? I have just completed my report and need to include the relevant financial statements in my appendix. However, as all the reports are in PDF I don’t know how to extract these into a suitable format in word? Any suggestions or alternatives would be appreciated.
ThanksMay 2, 2016 at 5:50 pm
@se2012 you need to create extracts of financial statements (profit and loss and balance sheet) in MS Excel with relevant formulas.. this extract should have 3 years FS of both companies. Also you need to show ratios and chats in MS Excel, through Excel file, your examiner will judge your IT skillsMay 12, 2016 at 8:20 am
While uploading Appendices to OBU, it asks for “Appendix Reference:” to be filled, while uploading the file.
Should this be “Appendix 1” or just “1”
Thanks!November 8, 2018 at 2:10 pm
I am currently working on Topic 8,
I have RAP project file, SLS, References, Presentation and Spreadsheet as appendix.
The spreadsheet includes manual extracts of Financial statements of listed companies, ratios and graphs being named as Appendix I, II and so on.
My question is this: I am seeing on the submission upload site that, it has ‘Spreadsheet’ and ‘Appendix’ upload column. My spreadsheet is my appendix.
So could I leave the ‘Appendix’ submission column blank?
Looking forward to hearing from you.November 9, 2018 at 3:10 am
Hi, about the source of the appendix. I state down the source under the extraction in the appendix. Do I need to include a link of the source in the References? For example. (Source: Wall Street Journal) inside the appendix. Inside the References: Wall Street Journal (years). Title. Available at: link.
Is this correct?November 9, 2018 at 10:44 am
GillianM – OBU Registered MentorModerator
It does not matter whether you load the spreadsheet against the broadsheet heading or appendix -it is included to remind students they have to load one for a first submissionNovember 9, 2018 at 10:46 am
GillianM – OBU Registered MentorModerator
There is no harm in doing so. The links should be in the Ref list so if you don’t put the link in the appendix it is not a problem. However links shouldn’t go in the report itself.November 9, 2018 at 11:52 am
Thanks for the confirmation.
Do I need to extract the financial statements in pdf form directly from the annual report for legitimacy purpose or I can just plug in manually into spreadsheet?November 10, 2018 at 7:02 am
No specific rule on this – so either is accessible
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