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Evidence Guide: BSBITU402 - Develop and use complex 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!

From the Wiki University

 

BSBITU402 - Develop and use complex spreadsheets

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

Prepare to develop spreadsheet

  1. Organise personal work environment in accordance with ergonomic requirements
  2. Analyse task and determine specifications for spreadsheets
  3. Identify organisational and task requirements of data entry, storage, output, reporting and presentation requirements
  4. Apply work organisation strategies and energy and resource conservation techniques to plan work activities
Organise personal work environment in accordance with ergonomic requirements

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Analyse task and determine specifications for spreadsheets

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

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

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

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

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Develop a linked spreadsheet solution

  1. Utilise spreadsheet design software functions and formulae to meet identified requirements
  2. Link spreadsheets in accordance with software procedures
  3. Format cells and use data attributes assigned with relative and/or absolute cell references, in accordance with task specifications
  4. Test formulae to confirm output meets task requirements
Utilise spreadsheet design software functions and formulae to meet identified requirements

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Link spreadsheets in accordance with software procedures

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

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

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Test formulae to confirm output meets task requirements

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Automate and standardise spreadsheet operation

  1. Evaluate tasks to identify those where automation would increase efficiency
  2. Create, use and edit macros to fulfil requirements of task and automate spreadsheet operation
  3. Develop, edit and use templates to ensure consistency of design and layout for forms and reports, in accordance with organisational requirements
Evaluate tasks to identify those where automation would increase efficiency

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

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

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

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

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Use spreadsheets

  1. Enter, check and amend data in accordance with organisational and task requirements
  2. Import and export data between compatible spreadsheets and adjust host documents, in accordance with software and system procedures
  3. Use manuals, user documentation and online help to overcome problems with spreadsheet design and production
  4. Preview, adjust and print spreadsheet in accordance with organisational and task requirements
  5. Name and store spreadsheet in accordance with organisational requirements and exit application without data loss or damage
Enter, check and amend data in accordance with organisational and task requirements

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

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

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

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

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

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

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

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

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Represent numerical data in graphic form

  1. Determine style of graph to meet specified requirements and manipulate spreadsheet data if necessary to suit graph requirements
  2. Create graphs with labels and titles from numerical data contained in a spreadsheet file
  3. Save, view and print graph within designated timelines
Determine style of graph to meet specified requirements and manipulate spreadsheet data if necessary to suit graph requirements

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

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

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Save, view and print graph within designated timelines

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Assessed

Teacher: ___________________________________ Date: _________

Signature: ________________________________________________

Comments:

 

 

 

 

 

 

 

 

Instructions to Assessors

Evidence Guide

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

Required Skills and Knowledge

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