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Unit of competency details

BSBITU402 - Develop and use complex spreadsheets (Release 1)

Summary

Usage recommendation:
Superseded
Mapping:
MappingNotesDate
Supersedes and is equivalent to BSBITU402A - Develop and use complex spreadsheetsUpdated to meet Standards for Training Packages 24/Mar/2015
Is superseded by and equivalent to BSBTEC402 - Design and produce complex spreadsheets 18/Oct/2020

Release Status:
Current
Releases:
ReleaseRelease date
1 1 (this release) 25/Mar/2015


Training packages that include this unit

CodeSort Table listing Training packages that include this unit by the Code columnTitleSort Table listing Training packages that include this unit by the Title columnRelease
CPC08 - Construction, Plumbing and Services Training PackageConstruction, Plumbing and Services Training Package 9.3-9.7 
FNS - Financial Services Training PackageFinancial Services Training Package 1.0-5.0 
DEF - Defence Training PackageDefence Training Package 2.0-3.0 
CUA - Creative Arts and Culture Training PackageCreative Arts and Culture Training Package 2.0-4.1 
CPP - Property Services Training PackageProperty Services Training Package 10.0-10.3 
BSB - Business Services Training PackageBusiness Services Training Package 1.0-6.1 
SIT - Tourism, Travel and Hospitality Training PackageTourism, Travel and Hospitality Training Package 1.0-1.2 

Qualifications that include this unit

CodeSort Table listing Qualifications that include this unit by the Code columnTitleSort Table listing Qualifications that include this unit by the Title columnRelease
BSB40515 - Certificate IV in Business AdministrationCertificate IV in Business Administration1-3 
FNS40217 - Certificate IV in Accounting and BookkeepingCertificate IV in Accounting and Bookkeeping
SIT40316 - Certificate IV in Holiday Parks and ResortsCertificate IV in Holiday Parks and Resorts
SIT50416 - Diploma of Hospitality ManagementDiploma of Hospitality Management
FNS50217 - Diploma of AccountingDiploma of Accounting1-2 
BSB50618 - Diploma of Human Resources ManagementDiploma of Human Resources Management1-3 
CUA40213 - Certificate IV in Community CultureCertificate IV in Community Culture2-4 
CPC50210 - Diploma of Building and Construction (Building)Diploma of Building and Construction (Building)
FNS41815 - Certificate IV in Financial ServicesCertificate IV in Financial Services1-5 
BSB40215 - Certificate IV in BusinessCertificate IV in Business1-4 
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Classifications

SchemeCodeClassification value
ASCED Module/Unit of Competency Field of Education Identifier 080905 Practical Computing Skills  

Classification history

SchemeCodeClassification valueStart dateEnd date
ASCED Module/Unit of Competency Field of Education Identifier 080905 Practical Computing Skills  30/Jul/2015 
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Unit Of competency

Modification History

Release 

Comments 

Release 1

This version first released with BSB Business Services Training Package Version 1.0.

Application

This unit describes the skills and knowledge required to use spreadsheet software to complete business tasks and produce complex documents.

It applies to individuals employed in a range of work environments who require skills in 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.

No licensing, legislative or certification requirements apply to this unit at the time of publication.

Unit Sector

Information and Communications Technology – IT Use

Elements and Performance Criteria

ELEMENT 

PERFORMANCE CRITERIA 

Elements describe the essential outcomes.

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

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 of 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 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 requirements of 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 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 timelines

Foundation Skills

This section describes language, literacy, numeracy and employment skills incorporated in the performance criteria that are required for competent performance.

Skill 

Performance 

Criteria 

Description 

Reading

1.2, 1.3, 2.3, 2.4, 3.1, 3.3, 4.1-4.5, 5.1, 5.2

  • Recognises and interprets numerical and textual information within a range of sources to determine and complete work according to requirements
  • Reviews information to determine accuracy and consistency

Writing

2.1-2.4, 3.2, 3.3, 4.1, 4.2, 4.4, 4.5, 5.2, 5.3

  • Uses formal mathematical language to create formulas and enters routine data using a format appropriate to requirements
  • Develops material using syntactic structure, required format and incorporating technical functions to meet business needs

Oral Communication

1.2

  • Uses listening and questioning skills to clarify requirements

Numeracy

2.1-2.4, 3.2, 4.1, 4.2, 5.2

  • Represents mathematical information in an alternative form and analyses information to determine required spreadsheet formulae and macros

Navigate the world of work

1.1, 1.3, 1.4, 2.1-2.4, 3.2, 3.3, 4.1, 4.2, 4.4, 4.5, 5.1, 5.3

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

Get the work done

1.2, 1.4, 2.1-2.4, 3.2, 3.3, 4.1-4.5, 5.1-5.3

  • Applies formal processes when planning more complex/unfamiliar tasks, producing plans with logically sequenced steps
  • Uses formal thinking techniques to generate new ideas
  • Uses advanced features within applications to access, store, organise data and perform routine and complex work tasks

Unit Mapping Information

Code and title  

current version 

Code and title 

previous version 

Comments 

Equivalence status 

BSBITU402 Develop and use complex spreadsheets

BSBITU402A Develop and use complex spreadsheets

Updated to meet Standards for Training Packages

Equivalent unit

Links

Companion Volume implementation guides are found in VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

 

Assessment requirements

Modification History

Release 

Comments 

Release 1

This version first released with BSB Business Services Training Package Version 1.0.

Performance Evidence

Evidence of the ability to:

  • follow organisational and safe work practices including:
  • ergonomic requirements
  • energy and resource conservation techniques
  • adhere to organisational requirements for:
  • ensuring consistency of style, design and layout
  • saving and printing documents within designated timelines
  • naming and storing documents
  • adhere to identified or task requirements when producing documents including:
  • editing macros and automating some tasks
  • using appropriate templates
  • creating graphs to represent data
  • resolve issues by referring to user documentation and online help
  • use appropriate data storage options
  • evaluate tasks to improve efficiency
  • apply knowledge of functions and features of contemporary computer applications
  • communicate with relevant personnel.

Note: If a specific volume or frequency is not stated, then evidence must be provided at least once.

Knowledge Evidence

To complete the unit requirements safely and effectively, the individual must:

  • explain advanced functions of spreadsheet software applications
  • describe impact of formatting and design on presentation and readability of data
  • explain organisational requirements for ergonomics, work periods and breaks, and conservation techniques.

Assessment Conditions

Assessment must be conducted in a safe environment where evidence gathered demonstrates consistent performance of typical activities experienced in the information and communications technology – IT use field of work and include access to:

  • organisational policies and procedures
  • relevant workplace documentation and resources
  • industry software packages and user instructions.

Assessors must satisfy NVR/AQTF assessor requirements.

Links

Companion Volume implementation guides are found in VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10