Modification History
Not applicable.
Unit Descriptor
Unit descriptor |
This unit describes the performance outcomes, skills and knowledge required to develop spreadsheets through the use of spreadsheet software. 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 environments who require skills in the creation of spreadsheets that encompass formatting, formulae and charts. They tend to be personally responsible for designing and working with spreadsheets under minimal supervision. |
Licensing/Regulatory Information
Not applicable.
Pre-Requisites
Prerequisite units |
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Employability Skills Information
Employability skills |
This unit contains employability skills. |
Elements and Performance Criteria Pre-Content
Elements describe the essential outcomes of a unit of competency. |
Performance criteria describe the performance needed to demonstrate achievement of the element. Where bold 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. |
Elements and Performance Criteria
ELEMENT |
PERFORMANCE CRITERIA |
1. Select and prepare resources |
1.1. Adhere to ergonomic , work organisation and occupational health and safety requirements 1.2. Use energy and resource conservation techniques to minimise wastage 1.3. Identify spreadsheet task requirements in relation to data entry, storage, output and presentation |
2. Plan spreadsheet design |
2.1. Ensure spreadsheet design suits the purpose, audience and information requirements of the task 2.2. Ensure spreadsheet design enhances readability and appearance, and meets organisational and task requirements for style and layout 2.3. Use style sheets and automatic functions to ensure consistency of design and layout |
3. Create spreadsheet |
3.1. Ensure data is entered, checked and amended to maintain consistency of design and layout, in accordance with organisational and task requirements 3.2. Format spreadsheet using software 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 manuals, user documentation and online help to overcome problems with spreadsheet design and production |
4. Produce simple charts |
4.1. Select chart type and design that enables valid representation of numerical data, and meets organisational and task requirements 4.2. Create charts using appropriate data range in the spreadsheet 4.3. Modify chart type and layout using formatting features |
5. Finalise spreadsheets |
5.1. Preview, adjust and print spreadsheet and any accompanying charts, in accordance with task requirements 5.2. Ensure data input meets designated time lines and organisational requirements for speed and accuracy 5.3. Name and store spreadsheet in accordance with organisational requirements and exit the application without data loss/damage |
Required Skills and Knowledge
REQUIRED SKILLS AND KNOWLEDGE |
This section describes the skills and knowledge required for this unit. |
Required skills |
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Required knowledge |
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Evidence Guide
EVIDENCE GUIDE |
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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. |
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Overview of assessment |
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Critical aspects for assessment and evidence required to demonstrate competency in this unit |
Evidence of the following is essential:
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Context of and specific resources for assessment |
Assessment must ensure:
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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:
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Guidance information for assessment |
Holistic assessment with other units relevant to the industry sector, workplace and job role is recommended, for example:
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Range Statement
RANGE STATEMENT |
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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. |
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Ergonomic requirements may include: |
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Work organisation requirements may include: |
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Occupational health and safety requirements may include: |
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Conservation techniques may include: |
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Spreadsheet design may include: |
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Automatic functions may include: |
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Consistency of design and layout may include: |
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Data may include: |
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Checking data may include: |
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Formatting may include: |
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Software functions may include: |
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Formulae may include: |
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Printing may include: |
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Designated time lines may include: |
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Naming and storing spreadsheet may include: |
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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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