Modification History
Not Applicable
Unit Descriptor
Unit descriptor |
This unit defines the competency required to correctly operate spreadsheet applications and perform basic operations. The following units are linked and form an appropriate cluster:
No licensing, legislative, regulatory or certification requirements apply to this unit at the time of publication. |
Application of the Unit
Application of the unit |
Licensing/Regulatory Information
Refer to Unit Descriptor
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. Create spreadsheets |
1.1. Open spreadsheet application and create/open spreadsheet file and enter numbers, text and symbols into cells according to information requirements 1.2. Enter simple formulas using cell referencing where required 1.3. Correct formulas when error messages occur 1.4. Use a range of common tools during spreadsheet development 1.5. Edit columns and rows within the spreadsheet 1.6. Use the auto-fill function to increment data where required 1.7. Save spreadsheet to correct directory or folder |
2. Customise basic settings |
2.1. Adjust page layout to meet user requirements or special needs 2.2. Open and view different toolbars 2.3. Change font settings so they are appropriate for the purpose of the document 2.4. Change alignment options and line spacing according to spreadsheet formatting features 2.5. Format cell to display different styles as required 2.6. Modify margin sizes to suit the purpose of the spreadsheets 2.7. View multiple spreadsheets concurrently |
3. Format spreadsheet |
3.1. Use formatting features as required 3.2. Copy selected formatting features from another cell in the spreadsheet or from another active spreadsheet 3.3. Use formatting tools as required within the spreadsheet 3.4. Align information in a selected cell as required 3.5. Insert headers and footers using formatting features 3.6. Save spreadsheet in another format 3.7. Save and close spreadsheet to disk |
4. Incorporate object and chart in spreadsheet |
4.1. Import an object into an active spreadsheet 4.2. Manipulate imported object by using formatting features 4.3. Create a chart using selected data in the spreadsheet 4.4. Display selected data in a different chart 4.5. Modify chart using formatting features |
5. Print spreadsheet |
5.1. Preview spreadsheet in print preview mode 5.2. Select basic printer options 5.3. Print spreadsheet or selected part of spreadsheet 5.4. Submit the spreadsheet to the appropriate person for approval or feedback |
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:
To demonstrate competency in this unit the person will require access to:
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Context of and specific resources for assessment |
An individual demonstrating this competency may use pre-existing data (e.g. documents, spreadsheet data, data from database tables) or create new data when creating and manipulating spreadsheets. The use of spreadsheets for business and mathematical applications is widespread. In some cases, spreadsheets can operate as sophisticated computerised ledgers and enable the collation, manipulation and presentation of complex data. The breadth, depth and complexity of knowledge and skills in this competency would prepare a person to perform a defined range of activities many of which may be routine and predictable. Assessment must ensure
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Method of assessment |
The purpose of this unit is to define the standard of performance to be achieved in the workplace. In undertaking training and assessment activities related to this unit, consideration should be given to the implementation of appropriate diversity and accessibility practices in order to accommodate people who may have special needs. Additional guidance on these and related matters is provided in ICA05 Section 1.
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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:
An individual demonstrating this competency would be able to:
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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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Tools may include: |
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Edit may include but is not limited to: |
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Data may include: |
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Layout may include but is not limited to: |
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Toolbars may contain: |
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Font settings may include: |
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Alignment may be: |
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Formatting features may include: |
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Formatting tools |
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Format |
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Disk may include but are not limited to: |
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Object |
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Appropriate person may include: |
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Unit Sector(s)
Unit sector |
Use |
Co-requisite units
Co-requisite units |
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Competency field
Competency field |