Release 

Comments 

Release 1

This version first released with BSB Business Services Training Package Version 3.0.

ELEMENT 

PERFORMANCE CRITERIA 

Elements describe the essential outcomes.

Performance criteria describe the performance needed to demonstrate achievement of the element.

1. Select and prepare resources

1.1 Identify spreadsheet task purpose and audience

1.2 Identify task requirements in relation to data entry, storage, output, timeline and presentation format

1.3 Select most appropriate application to produce spreadsheet, in accordance with available resources and organisational policies

2. Plan spreadsheet design

2.1 Ensure spreadsheet design suits purpose, audience and information requirements of task

2.2 Ensure spreadsheet design enhances readability and appearance, and meets organisational and task requirements for style and layout

2.3 Use available application functions to ensure consistency of design and layout, adhering to organisational and task requirements

3. Create spreadsheet

3.1 Enter data, check and amend to maintain consistency of design and layout, in accordance with organisational and task requirements

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

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

3.4 Use relevant help functions to overcome intermediate-level issues with spreadsheet design and production

4. Produce intermediate-level charts

4.1 Select chart type and design that that offers analysis of numerical data, and meets organisational and task requirements

4.2 Create charts using appropriate data range in spreadsheet

4.3 Modify chart type and layout using formatting features, adhering to organisational and task requirements

5. Finalise and present spreadsheets

5.1 Review and edit final spreadsheet and any accompanying charts, and prepare for delivery in accordance with task requirements

5.2 Deliver document to relevant audience within designated timelines and in accordance with organisational requirements for speed and accuracy

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

Skill 

Description 

Reading

• Recognises and interprets numerical and textual information to determine organisational and task requirements

Writing

• Inputs numerical and key reporting information when creating and finalising spreadsheets and uses format, layout, style guides and standard naming conventions to organise data according to purpose and audience

Oral Communication

• Participates in exchange of information to determine whether formulae utilised produce result required

Numeracy

• Uses mathematical equations to create simple formulae and validate numerical data

Navigate the world of work

• Recognises and follows explicit and implicit protocols and meets expectations associated with own role

Interact with others

• Collaborates with others to achieve joint outcomes

Get the work done

• Uses advanced features within relevant digital applications to address routine and complex work tasks

Code and title  

current version 

Code and title 

previous version 

Comments 

Equivalence status 

BSBITU314 Design and produce spreadsheets

BSBITU304 Produce spreadsheets

Updated title, elements, performance criteria and assessment requirements

Equivalent unit

Release 

Comments 

Release 1

This version first released with BSB Business Services Training Package Version 3.0.