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Unit of competency details

BSBTEC402 - Design and produce complex spreadsheets (Release 1)

Summary

Usage recommendation:
Current
Mapping:
MappingNotesDate
Supersedes BSBITA411 - Design and develop relational databases 18/Oct/2020
Supersedes and is equivalent to BSBITU402 - Develop and use complex spreadsheets 18/Oct/2020

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

Companion volumes:
Unit of competency Assessment requirements

Delivery:
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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
FNS - Financial Services Training PackageFinancial Services Training Package 5.0-8.2 
DEF - Defence Training PackageDefence Training Package 4.0-4.2,5.0-5.2 
CUA - Creative Arts and Culture Training PackageCreative Arts and Culture Training Package 5.0-6.0 
CPP - Property Services Training PackageProperty Services Training Package 11.0-17.0 
BSB - Business Services Training PackageBusiness Services Training Package 7.0-8.0 
SIT - Tourism, Travel and Hospitality Training PackageTourism, Travel and Hospitality Training Package 2.0-2.2 

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 columnUsage RecommendationRelease
BSB40120 - Certificate IV in BusinessCertificate IV in BusinessCurrent1 
CPP40919 - Certificate IV in Waste ManagementCertificate IV in Waste ManagementCurrent2 
CUA40220 - Certificate IV in Community CultureCertificate IV in Community CultureCurrent1 
CUA40820 - Certificate IV in Arts and Cultural AdministrationCertificate IV in Arts and Cultural AdministrationCurrent1-2 
CUA40920 - Certificate IV in MusicCertificate IV in MusicCurrent1-2 
DEF40217 - Certificate IV in Intelligence OperationsCertificate IV in Intelligence OperationsCurrent2 
FNS40222 - Certificate IV in Accounting and BookkeepingCertificate IV in Accounting and BookkeepingCurrent1-2 
FNS41820 - Certificate IV in Financial ServicesCertificate IV in Financial ServicesCurrent2 
FNS50217 - Diploma of AccountingDiploma of AccountingSuperseded3 
FNS50222 - Diploma of AccountingDiploma of AccountingCurrent1-2 
FNS50422 - Diploma of Payroll ServicesDiploma of Payroll ServicesCurrent1 
SIT40122 - Certificate IV in Travel and TourismCertificate IV in Travel and TourismCurrent1 
SIT40422 - Certificate IV in HospitalityCertificate IV in HospitalityCurrent1 
SIT50122 - Diploma of Travel and Tourism ManagementDiploma of Travel and Tourism ManagementCurrent1-2 
SIT50322 - Diploma of Event ManagementDiploma of Event ManagementCurrent1-2 
SIT50422 - Diploma of Hospitality ManagementDiploma of Hospitality ManagementCurrent1-2 
SIT60322 - Advanced Diploma of Hospitality ManagementAdvanced Diploma of Hospitality ManagementCurrent1 
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Skill sets that include this unit

Accredited courses that have this unit in the completion mapping

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 use spreadsheet software to complete business tasks and produce complex documents.

The unit 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

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. Prepare and plan 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 requirements of data entry, storage, output, reporting and presentation requirements

1.4 Apply work organisation strategies and energy and resource conservation techniques

2. Develop a linked spreadsheet solution

2.1 Use spreadsheet design software functions and formulae to meet identified requirements

2.2 Link spreadsheets according to software procedures

2.3 Format cells and use data attributes assigned with cell references, according to task requirements

2.4 Test formulae to confirm output meets task requirements

3. Automate and standardise spreadsheet operation

3.1 Evaluate and identify tasks requiring automation

3.2 Create, use and edit macros to fulfil requirements of task and automate spreadsheet operation

3.3 Develop, edit and use templates and ensure consistency of design and layout according to task requirements

4. Use spreadsheets

4.1 Enter, check and amend data according to organisational and task requirements

4.2 Import and export data between compatible spreadsheets and adjust documents, according to software and organisational procedures

4.3 Use help function to overcome problems with spreadsheet design and production

4.4 Preview, adjust and prepare spreadsheet in accordance with organisational and task requirements

5. Represent numerical data in graphic form and store spreadsheet

5.1 Determine style of graph to meet specified requirements and manipulate spreadsheet data, where required

5.2 Create graphs with labels and titles from numerical data contained in a spreadsheet file

5.3 Name and store spreadsheet in accordance with organisational requirements and exit application

Foundation Skills

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

SKILL 

DESCRIPTION 

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

Oral Communication
  • Uses listening and questioning skills to clarify requirements

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

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

Planning and organising
  • Applies formal processes when planning more complex/unfamiliar tasks, producing plans with logically sequenced steps

Unit Mapping Information

Supersedes and is equivalent to BSBITU402 Develop and use complex spreadsheets.

Supersedes but is not equivalent to BSBITA411 Design and develop 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:

  • on at least two occasions, prepare, develop, and use a complex spreadsheet.

In the course of the above, the candidate must:

  • follow organisational and safe work practices
  • adhere to organisational requirements for:
  • ensuring consistency of style, design and layout
  • saving and publishing 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.

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:

  • advanced functions of spreadsheet software applications
  • key aspects of formatting and design on presentation and readability of data
  • organisational requirements for ergonomics, work periods and breaks, and conservation techniques
  • key aspects of organisational policies and procedures
  • key methods to test formulae.

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:

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

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

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