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Elements and Performance Criteria

  1. Prepare to develop spreadsheet
  2. Develop a linked spreadsheet solution
  3. Automate and standardise spreadsheet operation
  4. Use spreadsheets
  5. Represent numerical data in graphic form

Required Skills

Required skills

literacy skills to interpret and evaluate the purposes and uses of various features of spreadsheets and to use a variety of strategies for planning and reviewing own work

proofreading and editing skills to check for accuracy and consistency of information by consulting additional resources

numeracy skills to collate and present data graphs and related references

Required knowledge

advanced functions of spreadsheet software applications

impact of formatting and design on the presentation and readability of data

key provisions of relevant legislation from all forms of government standards and codes that may affect aspects of business operations such as

antidiscrimination legislation

ethical principles

codes of practice

privacy laws

occupational health and safety

organisational policies and procedures

Evidence Required

The Evidence Guide provides advice on assessment and must be read in conjunction with the performance criteria required skills and knowledge range statement and the Assessment Guidelines for the Training Package

Overview of assessment

Critical aspects for assessment and evidence required to demonstrate competency in this unit

Evidence of the following is essential

developing complex spreadsheets

developing graphical representations of data contained in spreadsheets

Context of and specific resources for assessment

Assessment must ensure

access to office equipment and software

access to samples of data for inclusion in spreadsheets

Method of assessment

A range of assessment methods should be used to assess practical skills and knowledge The following examples are appropriate for this unit

direct questioning combined with review of portfolios of evidence and third party workplace reports of onthejob performance by the candidate

review of authenticated documents from the workplace or training environment

demonstration of techniques

Guidance information for assessment

Holistic assessment with other units relevant to the industry sector workplace and job role is recommended for example

administration units

other information and communications technology units

Range Statement

The range statement relates to the unit of competency as a whole. It allows for different work environments and situations that may affect performance. Bold italicised wording, if used in the performance criteria, is detailed below. Essential operating conditions that may be present with training and assessment (depending on the work situation, needs of the candidate, accessibility of the item, and local industry and regional contexts) may also be included.

Ergonomic requirements may include:

avoiding radiation from computer screens

chair height, seat and back adjustment

document holder


keyboard and mouse position


noise minimisation


screen position

workstation height and layout

Work organisation strategies may include:

exercise breaks

mix of repetitive and other activities

rest periods

Energy and resource conservation techniques may include:

double-sided paper use

recycling used and shredded paper

re-using paper for rough drafts (observing confidentiality requirements)

using power-save options for equipment

Spreadsheet design may include:



avoidance of blank rows and columns

embedding cell references in formulae


formatting and reformatting


headers and footers


headings and labels

identification and parameters

import and export of data


linked formulae

multi-page documents

pivot tables

relative and absolute cell references

split screen operation

Functions may include:

basic financial functions (if available)

date functions

logical functions (lookup, if, choose, true, false, conditions)

mathematical functions (square root, integer, absolute value, round)

simple nested functions

statistical functions (standard deviation, count, maximum, minimum)

Formulae may include:









combinations of above

Macros may include:

printing sections of a spreadsheet

Templates may include:

font types and sizes


headers and footers


page formats


Importing and exporting data may include:



split screen (if available)

Printing may include:


entire workbooks

selected data within a worksheet


Naming and storing spreadsheets may include:

authorised access

file naming conventions

filing locations

organisational policy for backing up files

organisational policy for filing hard copies of spreadsheets


storage in folders and sub-folders

storage on disk drives, CD-ROM, USB, tape back-up, server

Graphs may include:







Creating graphs may include:

data range

keys and legends

labels and titles


sizing (if possible)

using graph menu

X and Y axis