Develop and use complex spreadsheets

Formats and tools

Unit Description
Reconstruct the unit from the xml and display it as an HTML page.
Assessment Tool
an assessor resource that builds a framework for writing an assessment tool
Assessment Template
generate a spreadsheet for marking this unit in a classroom environment. Put student names in the top row and check them off as they demonstrate competenece for each of the unit's elements and performance criteria.
Assessment Matrix
a slightly different format than the assessment template. A spreadsheet with unit names, elements and performance criteria in separate columns. Put assessment names in column headings to track which performance criteria each one covers. Good for ensuring that you've covered every one of the performance criteria with your assessment instrument (all assessement tools together).
Wiki Markup
mark up the unit in a wiki markup codes, ready to copy and paste into a wiki page. The output will work in most wikis but is designed to work particularly well as a Wikiversity learning project.
Evidence Guide
create an evidence guide for workplace assessment and RPL applicants
Competency Mapping Template
Unit of Competency Mapping – Information for Teachers/Assessors – Information for Learners. A template for developing assessments for a unit, which will help you to create valid, fair and reliable assessments for the unit, ready to give to trainers and students
Observation Checklist
create an observation checklist for workplace assessment and RPL applicants. This is similar to the evidence guide above, but a little shorter and friendlier on your printer. You will also need to create a seperate Assessor Marking Guide for guidelines on gathering evidence and a list of key points for each activity observed using the unit's range statement, required skills and evidence required (see the unit's html page for details)

Self Assessment Survey
A form for students to assess thier current skill levels against each of the unit's performance criteria. Cut and paste into a web document or print and distribute in hard copy.
Moodle Outcomes
Create a csv file of the unit's performance criteria to import into a moodle course as outcomes, ready to associate with each of your assignments. Here's a quick 'how to' for importing these into moodle 2.x
Registered Training Organisations
Trying to find someone to train or assess you? This link lists all the RTOs that are currently registered to deliver BSBITU402A, 'Develop and use complex spreadsheets'.
Google Links
links to google searches, with filtering in place to maximise the usefulness of the returned results
Reference books for 'Develop and use complex spreadsheets' on This online store has a huge range of books, pretty reasonable prices, free delivery in Australia *and* they give a small commission to for every purchase, so go nuts :)

Elements and Performance Criteria



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 in relation to 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 the 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 the requirements of the 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 the 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 time lines

Qualifications and Skillsets

BSBITU402A appears in the following qualifications:

  • PUA42109 - Certificate IV in Public Safety (Intelligence Operations)
  • FNS41110 - Certificate IV in Financial Markets Operations
  • FNS40610 - Certificate IV in Accounting
  • FNS50210 - Diploma of Accounting
  • FNS40210 - Certificate IV in Bookkeeping
  • FNS50610 - Diploma of Financial Planning
  • SIT40212 - Certificate IV in Travel and Tourism
  • SIS40410 - Certificate IV in Sport and Recreation
  • CPP40109 - Certificate IV in Surveying
  • CPP50212 - Diploma of Spatial Information Services
  • CPP50107 - Diploma of Surveying
  • CPP50211 - Diploma of Spatial Information Services
  • BSB50613 - Diploma of Human Resources Management
  • BSB41007 - Certificate IV in Human Resources
  • BSB40507 - Certificate IV in Business Administration
  • BSB40207 - Certificate IV in Business
  • BSB40212 - Certificate IV in Business
  • BSB40610 - Certificate IV in Business Sales
  • SIF40108 - Certificate IV in Funeral Services
  • SIT40812 - Certificate IV in Holiday Parks and Resorts
  • PSP42010 - Certificate IV in School Support Services
  • PSP41904 - Certificate IV in Government (School Support Services)
  • CUS40209 - Certificate IV in Sound Production
  • CUS40309 - Certificate IV in Music Business
  • SIT30307 - Certificate III in Tourism (Tour Wholesaling)
  • SIT40607 - Certificate IV in Hospitality (Catering Operations)
  • SIT40507 - Certificate IV in Hospitality (Asian Cookery)
  • SIT40707 - Certificate IV in Hospitality (Patisserie)
  • SIT40809 - Certificate IV in Holiday Parks and Resorts
  • SIT40307 - Certificate IV in Hospitality
  • SIT60307 - Advanced Diploma of Hospitality
  • SIT40407 - Certificate IV in Hospitality (Commercial Cookery)
  • SIT60107 - Advanced Diploma of Tourism
  • SIT50307 - Diploma of Hospitality
  • SIT40207 - Certificate IV in Tourism
  • SIT50409 - Diploma of Holiday Parks and Resorts
  • SIT50107 - Diploma of Tourism
  • SIT60312 - Advanced Diploma of Hospitality
  • SIT50412 - Diploma of Holiday Parks and Resorts
  • SIT50212 - Diploma of Events
  • CUE40403 - Certificate IV in Venues and Events (Customer Service)
  • CUE50403 - Diploma of Venues and Events
  • PSP41912 - Certificate IV in Government (School Support Services)
  • PSP42012 - Certificate IV in School Support Services
  • BSB41013 - Certificate IV in Human Resources
  • CUF40107 - Certificate IV in Screen and Media
  • CUF40207 - Certificate IV in Interactive Digital Media
  • CUF50107 - Diploma of Screen and Media
  • CUA40311 - Certificate IV in Community Culture
  • CUV40511 - Certificate IV in Arts Administration
  • FNS40211 - Certificate IV in Bookkeeping
  • FNS40611 - Certificate IV in Accounting
  • FNS50611 - Diploma of Financial Planning
  • FNS41811 - Certificate IV in Financial Services
  • DEF42112 - Certificate IV in Intelligence Operations
  • SIT60212 - Advanced Diploma of Events
  • SIT40312 - Certificate IV in Hospitality
  • SIT50312 - Diploma of Hospitality
  • SIS40412 - Certificate IV in Sport and Recreation
  • SIT60313 - Advanced Diploma of Hospitality
  • SIT40313 - Certificate IV in Hospitality
  • SIT50313 - Diploma of Hospitality