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Evidence Guide: BSBITU202A - Create and use spreadsheets

Student: __________________________________________________

Signature: _________________________________________________

Tips for gathering evidence to demonstrate your skills

The important thing to remember when gathering evidence is that the more evidence the better - that is, the more evidence you gather to demonstrate your skills, the more confident an assessor can be that you have learned the skills not just at one point in time, but are continuing to apply and develop those skills (as opposed to just learning for the test!). Furthermore, one piece of evidence that you collect will not usualy demonstrate all the required criteria for a unit of competency, whereas multiple overlapping pieces of evidence will usually do the trick!

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BSBITU202A - Create and use spreadsheets

What evidence can you provide to prove your understanding of each of the following citeria?

Select and prepare resources

  1. Adjust workspace, furniture and equipment to suit user ergonomic, work organisation and occupational health and safety (OHS) requirements
  2. Use energy and resource conservation techniques to minimise wastage in accordance with organisational and statutory requirements
  3. Identify spreadsheet task requirements and clarify with relevant personnel as required
Adjust workspace, furniture and equipment to suit user ergonomic, work organisation and occupational health and safety (OHS) requirements

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Use energy and resource conservation techniques to minimise wastage in accordance with organisational and statutory requirements

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Identify spreadsheet task requirements and clarify with relevant personnel as required

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Create simple spreadsheets

  1. Ensure data is entered, checked and amended in accordance with organisational and task requirements, to maintain consistency of design and layout
  2. Format spreadsheet using software functions, to adjust page and cell layout to meet information requirements, in accordance with organisational style and presentation requirements
  3. Ensure formulae are used and tested to confirm output meets task requirements, in consultation with appropriate personnel as required
  4. Use manuals, user documentation and online help to overcome problems with spreadsheet design and production
Ensure data is entered, checked and amended in accordance with organisational and task requirements, to maintain consistency of design and layout

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Format spreadsheet using software functions, to adjust page and cell layout to meet information requirements, in accordance with organisational style and presentation requirements

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Ensure formulae are used and tested to confirm output meets task requirements, in consultation with appropriate personnel as required

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

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

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Produce simple charts

  1. Select chart type and design that enables valid representation of numerical data and meets organisational and task requirements
  2. Create chart using appropriate data range in the spreadsheet
  3. Modify chart type and layout using formatting features
Select chart type and design that enables valid representation of numerical data and meets organisational and task requirements

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Create chart using appropriate data range in the spreadsheet

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Modify chart type and layout using formatting features

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Finalise spreadsheets

  1. Ensure spreadsheet and any accompanying charts are previewed, adjusted and printed in accordance with organisational and task requirements
  2. Ensure data input meets designated time lines and organisational requirements for speed and accuracy
  3. Name and store spreadsheet in accordance with organisational requirements and exit the application without data loss/damage
Ensure spreadsheet and any accompanying charts are previewed, adjusted and printed in accordance with organisational and task requirements

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Ensure data input meets designated time lines and organisational requirements for speed and accuracy

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Name and store spreadsheet in accordance with organisational requirements and exit the application without data loss/damage

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Assessed

Teacher: ___________________________________ Date: _________

Signature: ________________________________________________

Comments:

 

 

 

 

 

 

 

 

Instructions to Assessors

Evidence Guide

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:

designing a minimum of two spreadsheets

using cell-based formulae

creating charts using relevant data

knowledge of purpose and range of use of spreadsheet functions.

Context of and specific resources for assessment

Assessment must ensure:

access to an actual workplace or simulated environment

access to office equipment and resources

access to examples of spreadsheets and simple formulae.

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 final spreadsheets

analysis of responses to case studies and scenarios

demonstration of techniques

oral or written questioning to assess knowledge of spreadsheet software functions.

Guidance information for assessment

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

general administration units

other IT use units.

Required Skills and Knowledge

Required skills

communication skills to clarify requirements of spreadsheet

editing and proofreading skills to check own work for accuracy

keyboarding skills to enter text and numerical data

literacy skills to read and understand organisation's procedures, and to use basic models to produce a range of spreadsheets

numeracy skills to create and use spreadsheet formulae.

Required knowledge

formatting of workplace documents

organisational requirements for ergonomic standards, work periods and breaks, and conservation techniques

organisational guidelines on spreadsheet manipulation and processing

purpose and range of use of spreadsheet functions.

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

footrest

keyboard and mouse position

lighting

noise minimisation

posture

screen position

workstation height and layout

Work organisation requirements may include:

exercise breaks

mix of repetitive and other activities

rest periods

Conservation techniques may include:

double-sided paper use

recycling used and shredded paper

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

utilising power-save options for equipment

Spreadsheet task requirements may include:

data entry

output

presentation

storage

Data may include:

numbers

text

Checking may include:

accuracy of data

accuracy of formulae with calculator

ensuring instructions with regard to content and format have been followed

proofreading

spelling, electronically and manually

Formatting may include:

alignment on page

efficiency of formulae

enhancements to format - borders, patterns and colours

enhancements to text

headers/footers

use of absolute and relative cell addresses

use of cell addresses in formulae

Software functions may include:

adding/deleting columns/rows

formatting cells

formatting text

headers/footers

sizing columns/rows

Formulae may include:

absolute cell referencing and/or mixed references

average

division

maximum

minimum

multiplication

subtraction

sum

combinations of above

Chart types may include:

area

bar

column

exploded pie

line

pie and 3-D pie

scatter/bubble

stacked/multiple bar

stacked, 3-D column

Features may include:

axes

axis title

borders

chart title

colours

data labels

data tables

fills

gridlines

legend

lines

patterns

Printing may include:

fit on one page

fit specific number of pages

with formulae

with values

Designated time lines may include:

organisational time line e.g. financial requirements

time line agreed with internal/external client

time line agreed with supervisor/person requiring spreadsheet

Storing data may include:

authorised access

filing locations

organisational policy for backing up files

organisational policy for filing hard copies of spreadsheets

security

storage in electronic folders/sub-folders

storage on CD-ROM, zip drives, USB memory