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Unit of competency details

BSBTEC302 - Design and produce spreadsheets (Release 1)

Summary

Usage recommendation:
Current
Mapping:
MappingNotesDate
Supersedes BSBITU311 - Use simple relational databases 18/Oct/2020
Supersedes and is equivalent to BSBITU314 - Design and produce spreadsheets 18/Oct/2020

Release Status:
Current
Releases:
ReleaseRelease date
1 1 (this release) 19/Oct/2020


Training packages that include this unit

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
FNS20120 - Certificate II in Financial ServicesCertificate II in Financial Services
CUA40420 - Certificate IV in Live Production and Technical ServicesCertificate IV in Live Production and Technical Services
CUA30920 - Certificate III in MusicCertificate III in Music
CPP30221 - Certificate III in Surveying and Spatial Information ServicesCertificate III in Surveying and Spatial Information Services
CUA30420 - Certificate III in Live Production and Technical ServicesCertificate III in Live Production and Technical Services
LGA30120 - Certificate III in Local GovernmentCertificate III in Local Government
ICT20120 - Certificate II in Applied Digital TechnologiesCertificate II in Applied Digital Technologies
CUA30620 - Certificate III in Arts and Cultural AdministrationCertificate III in Arts and Cultural Administration
BSB30120 - Certificate III in BusinessCertificate III in Business
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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  17/Dec/2020 
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Unit Of competency

Modification History

Release  

Comments  

Release 1

This version first released with BSB Business Services Training Package Version 7.0.

Application

This unit describes the skills and knowledge required to develop spreadsheets through the use of spreadsheet applications.

The unit applies to individuals employed in a range of environments who tend to be personally responsible for designing and working with spreadsheets under minimal supervision. These individuals are generally required to have intermediate knowledge and understanding of a number of spreadsheet applications.

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

Unit Sector

Digital Competence - Technology 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. Select and prepare resources

1.1 Identify task purpose and audience

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

1.3 Select most appropriate application to produce spreadsheet, according to available resources and organisational policies and procedures

2. Plan spreadsheet design

2.1 Design spreadsheet design to suit purpose, audience and information requirements of task

2.2 Confirm spreadsheet is designed to enhance readability and appearance, and is in accordance with organisational and task requirements

2.3 Use available application functions and confirm 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, according to organisational policies and procedures and presentation requirements

3.3 Consult with relevant stakeholders and confirm formulae are tested and output meets task requirements

3.4 Use required help functions and action issues as required

4. Produce charts

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

4.2 Create charts using required 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 accompanying charts, and prepare for delivery according to task requirements

5.2 Deliver document to required stakeholders according to organisational requirements, policies and procedures

5.3 Name and store spreadsheet according to organisational requirements and exit application

Foundation Skills

This section describes those language, literacy, numeracy and employment skills that are essential to performance but not explicit in the performance criteria.

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
  • Uses format, layout, style guides and standard naming conventions to organise data according to purpose and audience

Numeracy

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

Teamwork

  • Collaborates with others to achieve joint outcomes

Unit Mapping Information

Supersedes and is equivalent to BSBITU314 Design and produce spreadsheets.

Supersedes but is not equivalent to BSBITU311 Use simple relational databases.

Links

Companion Volume Implementation Guide is found on 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 7.0.

Performance Evidence

The candidate must demonstrate the ability to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including evidence of the ability to:

  • plan, design, produce and finalise a spreadsheet on at least four occasions.

In the course of the above, the candidate must:

  • produce spreadsheet documents that align to document purpose and appropriate to target audience
  • design spreadsheets using:
  • formulas and functions with:
  • addition, subtraction, division, multiplication
  • brackets
  • design spreadsheets that address a range of data and organisational requirements
  • use software functions to create spreadsheets that adhere to organisational requirements relating to style and presentation
  • use relevant help functions to rectify document issues
  • produce spreadsheet document in appropriate format for review, including ability to create and modify intermediate-level charts that analyse the dataset.

Knowledge Evidence

The candidate must be able to demonstrate knowledge to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including knowledge of:

  • key elements of formatting of spreadsheets appropriate to workplace documents, including the ability to calculate:
  • sum totals
  • averages
  • counts of values
  • key features of spreadsheet applications, both cloud-based and non-cloud based
  • key features of organisational guidelines on spreadsheet design and use
  • organisational requirements for ergonomics, work periods and breaks, and sustainability in relation to spreadsheet production.

Assessment Conditions

Skills in this unit must be demonstrated in a workplace or simulated environment where the conditions are typical of those in a working environment in this industry.

This includes access to:

  • industry software/applications for producing spreadsheets
  • digital device user information
  • relevant legislation and codes of practice
  • relevant organisational policies and procedures
  • workplace documentation and resources, including style guide.

Assessors of this unit must satisfy the requirements for assessors in applicable vocational education and training legislation, frameworks and/or standards.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10