BSBITU402A Develop and use complex
spreadsheets
Revision Number: 1
BSBITU402A Develop and use complex spreadsheets Date this document was generated: 26 May 2012
BSBITU402A Develop and use complex spreadsheets
Modification History
Not applicable.
Unit Descriptor
Unit descriptor This unit describes the performance outcomes, skills and
knowledge required to use spreadsheet software to
complete business tasks and to produce complex
documents.
No licensing, legislative, regulatory or certification
requirements apply to this unit at the time of endorsement.
Application of the Unit
Application of the unit This unit applies to individuals employed in a range of
work environments who require skills in the creation of
complex spreadsheets to store and retrieve data. They may
work as individuals providing administrative support
within an enterprise, or may be independently responsible
for designing and working with spreadsheets relevant to
their own work roles.
Licensing/Regulatory Information
Not applicable.
Pre-Requisites
Prerequisite units
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© Commonwealth of Australia, 2012 Innovation and Business Skills Australia
BSBITU402A Develop and use complex spreadsheets Date this document was generated: 26 May 2012
Employability Skills Information
Employability skills This unit contains employability skills.
Elements and Performance Criteria Pre-Content
Elements describe the Performance criteria describe the performance needed to
essential outcomes of a demonstrate achievement of the element. Where bold
unit of competency. italicised text is used, further information is detailed in the
required skills and knowledge section and the range
statement. Assessment of performance is to be consistent
with the evidence guide.
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© Commonwealth of Australia, 2012 Innovation and Business Skills Australia
BSBITU402A Develop and use complex spreadsheets Date this document was generated: 26 May 2012
Elements and Performance Criteria
ELEMENT PERFORMANCE CRITERIA
1. Prepare to develop 1.1. Organise personal work environment in accordance
spreadsheet 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 2.1. Utilise spreadsheet design software functions and
spreadsheet solution 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 3.1. Evaluate tasks to identify those where automation
standardise would increase efficiency
spreadsheet operation 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
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© Commonwealth of Australia, 2012 Innovation and Business Skills Australia
BSBITU402A Develop and use complex spreadsheets Date this document was generated: 26 May 2012
ELEMENT PERFORMANCE CRITERIA
without data loss or damage
5. Represent numerical 5.1. Determine style of graph to meet specified
data in graphic form 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
Required Skills and Knowledge
REQUIRED SKILLS AND KNOWLEDGE
This section describes the skills and knowledge required for this unit.
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.
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© Commonwealth of Australia, 2012 Innovation and Business Skills Australia
BSBITU402A Develop and use complex spreadsheets Date this document was generated: 26 May 2012
Evidence Guide
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 of the following is essential:
evidence required to demonstrate developing complex spreadsheets
competency in this unit
developing graphical representations of data
contained in spreadsheets.
Context of and specific resources for Assessment must ensure:
assessment 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 Holistic assessment with other units relevant to the
assessment industry sector, workplace and job role is recommended,
for example:
administration units
other information and communications technology
units.
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© Commonwealth of Australia, 2012 Innovation and Business Skills Australia
BSBITU402A Develop and use complex spreadsheets Date this document was generated: 26 May 2012
Range Statement
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 avoiding radiation from computer screens
include: 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 exercise breaks
include: mix of repetitive and other activities
rest periods
Energy and resource double-sided paper use
conservation techniques may recycling used and shredded paper
include: 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
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© Commonwealth of Australia, 2012 Innovation and Business Skills Australia
BSBITU402A Develop and use complex spreadsheets Date this document was generated: 26 May 2012
RANGE STATEMENT
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 proofreading
may include: reformatting
split screen (if available)
Printing may include: charts
entire workbooks
selected data within a worksheet
worksheets
Naming and storing spreadsheets authorised access
may include: file naming conventions
filing locations
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© Commonwealth of Australia, 2012 Innovation and Business Skills Australia
BSBITU402A Develop and use complex spreadsheets Date this document was generated: 26 May 2012
RANGE STATEMENT
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
Unit Sector(s)
Unit sector
Competency field
Competency field Information and Communications Technology - IT Use
Co-requisite units
Co-requisite units
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© Commonwealth of Australia, 2012 Innovation and Business Skills Australia
BSBITU402A Develop and use complex spreadsheets Date this document was generated: 26 May 2012
Co-requisite units
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© Commonwealth of Australia, 2012 Innovation and Business Skills Australia
