• BSBITU402A - Develop and use complex spreadsheets

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

BSBITU402A Mapping and Delivery Guide
Develop and use complex spreadsheets

Version 1.0
Issue Date: September 2018


Qualification -
Unit of Competency BSBITU402A - Develop and use complex spreadsheets
Description This unit describes the performance outcomes, skills and knowledge required to use spreadsheet software to complete business tasks and to produce complex documents.No licensing, legislative, regulatory or certification requirements apply to this unit at the time of endorsement.
Employability Skills This unit contains employability skills.
Learning Outcomes and Application This unit applies to individuals employed in a range of work environments who require skills in the 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.
Duration and Setting X weeks, nominally xx hours, delivered in a classroom/online/blended learning setting.
Prerequisites/co-requisites
Competency Field Information and Communications Technology - IT Use
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 in relation to 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 the 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 the requirements of the 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 the 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 time lines
       


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.

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 on-the-job 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.


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.

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:

anti-discrimination legislation

ethical principles

codes of practice

privacy laws

occupational health and safety

organisational policies and procedures.

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

footrest

keyboard and mouse position

lighting

noise minimisation

posture

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:

analysis

appropriateness

avoidance of blank rows and columns

embedding cell references in formulae

formulae

formatting and reformatting

functions

headers and footers

headings

headings and labels

identification and parameters

import and export of data

labels

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:

addition

average

comparison

division

exponentiation

multiplication

percentage

subtraction

combinations of above

Macros may include:

printing sections of a spreadsheet

Templates may include:

font types and sizes

forms

headers and footers

headings

page formats

reports

Importing and exporting data may include:

proofreading

reformatting

split screen (if available)

Printing may include:

charts

entire workbooks

selected data within a worksheet

worksheets

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

security

storage in folders and sub-folders

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

Graphs may include:

bar

line

pie

scatter

stack

3D

Creating graphs may include:

data range

keys and legends

labels and titles

naming

sizing (if possible)

using graph menu

X and Y axis

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 in relation to 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 the 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 the requirements of the 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 the 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 time lines 

Forms

Assessment Cover Sheet

BSBITU402A - 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

BSBITU402A - 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: