- 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: April 2024
| 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. |
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| 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 | |
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| Elements of Competency | Performance Criteria | |||||||
| Element: Prepare to develop spreadsheet |
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| Element: Develop a linked spreadsheet solution |
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| Element: Automate and standardise spreadsheet operation |
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| Element: Use spreadsheets |
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| Element: Represent numerical data in graphic form |
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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.
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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: