Unit of Competency Mapping – Information for Teachers/Assessors – Information for Learners

BSBITU402 Mapping and Delivery Guide
Develop and use complex spreadsheets

Version 1.0
Issue Date: March 2024


Qualification -
Unit of Competency BSBITU402 - Develop and use complex spreadsheets
Description
Employability Skills
Learning Outcomes and Application This unit describes the skills and knowledge required to use spreadsheet software to complete business tasks and produce complex documents.It applies to individuals employed in a range of work environments who require skills in creation of complex spreadsheets to store and retrieve data. They may work as individuals providing administrative support within an enterprise, or may be independently responsible for designing and working with spreadsheets relevant to their own work roles.No licensing, legislative or certification requirements apply to this unit at the time of publication.
Duration and Setting X weeks, nominally xx hours, delivered in a classroom/online/blended learning setting.
Prerequisites/co-requisites
Competency Field
Development and validation strategy and guide for assessors and learners Student Learning Resources Handouts
Activities
Slides
PPT
Assessment 1 Assessment 2 Assessment 3 Assessment 4
Elements of Competency Performance Criteria              
Element: Prepare to develop spreadsheet
  • Organise personal work environment in accordance with ergonomic requirements
  • Analyse task and determine specifications for spreadsheets
  • Identify organisational and task requirements of data entry, storage, output, reporting and presentation requirements
  • Apply work organisation strategies and energy and resource conservation techniques to plan work activities
       
Element: Develop a linked spreadsheet solution
  • Utilise spreadsheet design software functions and formulae to meet identified requirements
  • Link spreadsheets in accordance with software procedures
  • Format cells and use data attributes assigned with relative and/or absolute cell references, in accordance with task specifications
  • Test formulae to confirm output meets task requirements
       
Element: Automate and standardise spreadsheet operation
  • Evaluate tasks to identify those where automation would increase efficiency
  • Create, use and edit macros to fulfil requirements of task and automate spreadsheet operation
  • Develop, edit and use templates to ensure consistency of design and layout for forms and reports, in accordance with organisational requirements
       
Element: Use spreadsheets
  • Enter, check and amend data in accordance with organisational and task requirements
  • Import and export data between compatible spreadsheets and adjust host documents, in accordance with software and system procedures
  • Use manuals, user documentation and online help to overcome problems with spreadsheet design and production
  • Preview, adjust and print spreadsheet in accordance with organisational and task requirements
  • Name and store spreadsheet in accordance with organisational requirements and exit application without data loss or damage
       
Element: Represent numerical data in graphic form
  • Determine style of graph to meet specified requirements and manipulate spreadsheet data if necessary to suit graph requirements
  • Create graphs with labels and titles from numerical data contained in a spreadsheet file
  • Save, view and print graph within designated timelines
       


Evidence Required

List the assessment methods to be used and the context and resources required for assessment. Copy and paste the relevant sections from the evidence guide below and then re-write these in plain English.

ELEMENT

PERFORMANCE CRITERIA

Elements describe the essential outcomes.

Performance criteria describe the performance needed to demonstrate achievement of the element.

1. Prepare to develop spreadsheet

1.1 Organise personal work environment in accordance with ergonomic requirements

1.2 Analyse task and determine specifications for spreadsheets

1.3 Identify organisational and task requirements of data entry, storage, output, reporting and presentation requirements

1.4 Apply work organisation strategies and energy and resource conservation techniques to plan work activities

2. Develop a linked spreadsheet solution

2.1 Utilise spreadsheet design software functions and formulae to meet identified requirements

2.2 Link spreadsheets in accordance with software procedures

2.3 Format cells and use data attributes assigned with relative and/or absolute cell references, in accordance with task specifications

2.4 Test formulae to confirm output meets task requirements

3. Automate and standardise spreadsheet operation

3.1 Evaluate tasks to identify those where automation would increase efficiency

3.2 Create, use and edit macros to fulfil requirements of task and automate spreadsheet operation

3.3 Develop, edit and use templates to ensure consistency of design and layout for forms and reports, in accordance with organisational requirements

4. Use spreadsheets

4.1 Enter, check and amend data in accordance with organisational and task requirements

4.2 Import and export data between compatible spreadsheets and adjust host documents, in accordance with software and system procedures

4.3 Use manuals, user documentation and online help to overcome problems with spreadsheet design and production

4.4 Preview, adjust and print spreadsheet in accordance with organisational and task requirements

4.5 Name and store spreadsheet in accordance with organisational requirements and exit application without data loss or damage

5. Represent numerical data in graphic form

5.1 Determine style of graph to meet specified requirements and manipulate spreadsheet data if necessary to suit graph requirements

5.2 Create graphs with labels and titles from numerical data contained in a spreadsheet file

5.3 Save, view and print graph within designated timelines


Submission Requirements

List each assessment task's title, type (eg project, observation/demonstration, essay, assignment, checklist) and due date here

Assessment task 1: [title]      Due date:

(add new lines for each of the assessment tasks)


Assessment Tasks

Copy and paste from the following data to produce each assessment task. Write these in plain English and spell out how, when and where the task is to be carried out, under what conditions, and what resources are needed. Include guidelines about how well the candidate has to perform a task for it to be judged satisfactory.

ELEMENT

PERFORMANCE CRITERIA

Elements describe the essential outcomes.

Performance criteria describe the performance needed to demonstrate achievement of the element.

1. Prepare to develop spreadsheet

1.1 Organise personal work environment in accordance with ergonomic requirements

1.2 Analyse task and determine specifications for spreadsheets

1.3 Identify organisational and task requirements of data entry, storage, output, reporting and presentation requirements

1.4 Apply work organisation strategies and energy and resource conservation techniques to plan work activities

2. Develop a linked spreadsheet solution

2.1 Utilise spreadsheet design software functions and formulae to meet identified requirements

2.2 Link spreadsheets in accordance with software procedures

2.3 Format cells and use data attributes assigned with relative and/or absolute cell references, in accordance with task specifications

2.4 Test formulae to confirm output meets task requirements

3. Automate and standardise spreadsheet operation

3.1 Evaluate tasks to identify those where automation would increase efficiency

3.2 Create, use and edit macros to fulfil requirements of task and automate spreadsheet operation

3.3 Develop, edit and use templates to ensure consistency of design and layout for forms and reports, in accordance with organisational requirements

4. Use spreadsheets

4.1 Enter, check and amend data in accordance with organisational and task requirements

4.2 Import and export data between compatible spreadsheets and adjust host documents, in accordance with software and system procedures

4.3 Use manuals, user documentation and online help to overcome problems with spreadsheet design and production

4.4 Preview, adjust and print spreadsheet in accordance with organisational and task requirements

4.5 Name and store spreadsheet in accordance with organisational requirements and exit application without data loss or damage

5. Represent numerical data in graphic form

5.1 Determine style of graph to meet specified requirements and manipulate spreadsheet data if necessary to suit graph requirements

5.2 Create graphs with labels and titles from numerical data contained in a spreadsheet file

5.3 Save, view and print graph within designated timelines

Copy and paste from the following performance criteria to create an observation checklist for each task. When you have finished writing your assessment tool every one of these must have been addressed, preferably several times in a variety of contexts. To ensure this occurs download the assessment matrix for the unit; enter each assessment task as a column header and place check marks against each performance criteria that task addresses.

Observation Checklist

Tasks to be observed according to workplace/college/TAFE policy and procedures, relevant legislation and Codes of Practice Yes No Comments/feedback
Organise personal work environment in accordance with ergonomic requirements 
Analyse task and determine specifications for spreadsheets 
Identify organisational and task requirements of data entry, storage, output, reporting and presentation requirements 
Apply work organisation strategies and energy and resource conservation techniques to plan work activities 
Utilise spreadsheet design software functions and formulae to meet identified requirements 
Link spreadsheets in accordance with software procedures 
Format cells and use data attributes assigned with relative and/or absolute cell references, in accordance with task specifications 
Test formulae to confirm output meets task requirements 
Evaluate tasks to identify those where automation would increase efficiency 
Create, use and edit macros to fulfil requirements of task and automate spreadsheet operation 
Develop, edit and use templates to ensure consistency of design and layout for forms and reports, in accordance with organisational requirements 
Enter, check and amend data in accordance with organisational and task requirements 
Import and export data between compatible spreadsheets and adjust host documents, in accordance with software and system procedures 
Use manuals, user documentation and online help to overcome problems with spreadsheet design and production 
Preview, adjust and print spreadsheet in accordance with organisational and task requirements 
Name and store spreadsheet in accordance with organisational requirements and exit application without data loss or damage 
Determine style of graph to meet specified requirements and manipulate spreadsheet data if necessary to suit graph requirements 
Create graphs with labels and titles from numerical data contained in a spreadsheet file 
Save, view and print graph within designated timelines 

Forms

Assessment Cover Sheet

BSBITU402 - Develop and use complex spreadsheets
Assessment task 1: [title]

Student name:

Student ID:

I declare that the assessment tasks submitted for this unit are my own work.

Student signature:

Result: Competent Not yet competent

Feedback to student

 

 

 

 

 

 

 

 

Assessor name:

Signature:

Date:


Assessment Record Sheet

BSBITU402 - Develop and use complex spreadsheets

Student name:

Student ID:

Assessment task 1: [title] Result: Competent Not yet competent

(add lines for each task)

Feedback to student:

 

 

 

 

 

 

 

 

Overall assessment result: Competent Not yet competent

Assessor name:

Signature:

Date:

Student signature:

Date: