Application
This unit describes the skills and knowledge required to correctly create and use spreadsheets and charts using spreadsheet software.
It applies to individuals who perform a range of routine tasks in the workplace using a limited range of practical skills and fundamental knowledge of creating spreadsheets in a defined context under direct supervision or with limited individual responsibility.
No licensing, legislative or certification requirements apply to this unit at the time of publication.
Elements and Performance Criteria
ELEMENT | PERFORMANCE CRITERIA |
Elements describe the essential outcomes. | Performance criteria describe the performance needed to demonstrate achievement of the element. |
1. Select and prepare resources | 1.1 Adjust workspace, furniture and equipment to suit own ergonomic, work organisation and work health and safety (WHS) requirements 1.2 Use energy and resource conservation techniques to minimise wastage in accordance with organisational and statutory requirements 1.3 Identify spreadsheet task requirements and clarify with relevant personnel as required |
2. Create simple spreadsheets | 2.1 Ensure data is entered, checked and amended in accordance with organisational and task requirements, to maintain consistency of design and layout 2.2 Format spreadsheet using software functions; to adjust page and cell layout to meet information requirements, in accordance with organisational style and presentation requirements 2.3 Ensure formulae are used and tested to confirm output meets task requirements, in consultation with appropriate personnel as required 2.4 Use manuals, user documentation and online help to overcome problems with spreadsheet design and production |
3. Produce simple charts | 3.1 Select chart type and design that enables valid representation of numerical data and meets organisational and task requirements 3.2 Create chart using appropriate data range in spreadsheet 3.3 Modify chart type and layout using formatting features |
4. Finalise spreadsheets | 4.1 Ensure spreadsheet and any accompanying charts are previewed, adjusted and printed in accordance with organisational and task requirements 4.2 Ensure data input meets designated timelines and organisational requirements for speed and accuracy 4.3 Name and store spreadsheet in accordance with organisational requirements and exit application without data loss/damage |
Foundation Skills
This section describes language, literacy, numeracy and employment skills incorporated in the performance criteria that are required for competent performance.
Skill | Performance Criteria | Description |
Reading | 2.1, 2.4, 4.1, 4.3 | Recognises numerical and textual information within a range of resources to determine and complete work according to requirements |
Writing | 2.1, 2.3, 3.2, 4.1, 4.3 | Enters and amends routine data into software using a format appropriate to requirements |
Oral Communication | 1.3, 2.3 | Listens to short and specific instructions and uses questions to clarify understanding Uses simple mathematical language to confirm and convey requirements |
Numeracy | 2.1, 2.3, 3.1, 3.2 | Uses basic mathematical skills to create and apply spreadsheet formulae |
Navigate the world of work | 1.1-1.3, 2.1, 2.2, 3.1, 4.1-4.3 | Recognises, understands and adheres to legislative and organisational requirements in undertaking own work |
Interact with others | 1.3 | Recognises purpose of various communications directly relevant to own role and clarifies as required |
Get the work done | 1.3, 2.1-2.4, 3.1-3.3, 4.1-4.3 | Uses key software features and functions in performing specific work tasks |
Sectors
Information and Communications Technology – IT Use