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Evidence Guide: BSBITU402A - 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

 

BSBITU402A - 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 in relation to 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 in relation to 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 the 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 the 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 the requirements of the 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 the requirements of the 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 the 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 the 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 time lines
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 time lines

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:

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.

Required Skills and Knowledge

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.

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 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