Course Title: Develop and use complex spreadsheets

Part B: Course Detail

Teaching Period: Term2 2017

Course Code: COSC6185C

Course Title: Develop and use complex spreadsheets

School: 650T Vocational Business Education

Campus: City Campus

Program: C4362 - Certificate IV in Bookkeeping

Course Contact: Ben Sethia

Course Contact Phone: +61 3 9925 1374

Course Contact Email:

Name and Contact Details of All Other Relevant Staff

Teacher:Inna Kazakevich


Student consultation days: Wednesday 8:30 -12:30

Nominal Hours: 50

Regardless of the mode of delivery, represent a guide to the relative teaching time and student effort required to successfully achieve a particular competency/module. This may include not only scheduled classes or workplace visits but also the amount of effort required to undertake, evaluate and complete all assessment requirements, including any non-classroom activities.

Pre-requisites and Co-requisites


Course Description

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.

National Codes, Titles, Elements and Performance Criteria

National Element Code & Title:

BSBITU402 Develop and use complex spreadsheets


1. Prepare to develop spreadsheet

Performance Criteria:

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

Performance Criteria:

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

Performance Criteria:

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

Performance Criteria:

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

Performance Criteria:

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

Learning Outcomes

Details of Learning Activities

The learning activities for this course will incorporate activities based around various spread sheet topics ranging from formula construction, use of spreadsheet functions, creating templates and macros, linking worksheets and workbooks, importing data, and creating a fostering sustainable workplace practices and employing ergonomic principles at a workstation. All are detailed and maintained on the Blackboard for this course.  Please refer to the Blackboard where the topics are under the Learning materials.

This course can be completed by successful application of a Recognition of Prior Learning (RPL) or by completing the course online over 8 weeks.  All information regarding RPL’s and the course materials, activities and assessments can be located in the Blackboard for this course.

Teaching Schedule

Teaching Schedule

The Teaching Schedule for this course is as follows:

Induction Session

Prior to training commencement a program level induction session will be conducted that comprises the following:

·         Program  overview and requirements

·         MyRMIT/Blackboard

·         Overview of assessment requirements

·         Pre-Training Review including:

o    Recognition of Prior Learning and Credit Transfers

o    Assessment of current skills and knowledge

·         Competency/Grading Criteria

·         Plagiarism

·         Appeals

·         Extensions

·         Feedback

·         Privacy

·         Submission requirements

·         Resubmission policy

·         Where to get support

·         Student Charter

The nominal hours associated with this are a guide only and represent the total teaching time and student effort required to successfully complete the course.   This may include not only scheduled classes but also the amount of effort required to undertake, evaluate and complete all assessment requirements, including any non-classroom activities

Week No.




Topic & exercises




Ergonomics & Sustainability

Read Blackboard information from Learning materials – Ergonomics & Sustainability

·       Download Ergonomic Workstation Power Point presentation.




Basic Excel

Read Book Materials:

·       Topic 1 - Spreadsheet skills reviewed (pg.1 – 14)

Complete exercises:

·       Consolidation Task 1 pg. 12

·       Consolidation Task 2 pg.14





Read Book Materials:

·       Topic 2 – Formula in Excel (pg.15 – 22)

Read Blackboard information from Learning materials – Relative vs. Absolute


Complete exercises:

·       Hands-on exercise 1,2 & 3

·       Consolidation Task 3 pg.21

·       Consolidation Task 4 pg.22

Ergonomics & Sustainability – Online Test


Due date 21/07/2017





Read Book Materials:

·       Topic 3– Functions in Excel (pg.32– 42)

·       Topic 4 – Statistical Functions (pg.28 – 31)


Complete exercises:

Hands-on exercise 4 & 5

Consolidation Task 3 pg.21


Consolidation Task 4 pg.22

Due date -28/07/2017



Adjusting Worksheet, Naming range

Read Book Materials:

·       Topic 5– Viewing and adjusting worksheets (pg.23 – 27)

·       Topic 6– Using Date & Time functions (pg.43– 42)


Complete exercises:

·       Hands-on exercise 6,7,8,9,10,11,12 &13




Functions & Templates

Read Book Materials:

·       Topic 7 – Using logical functions (pg.48 – 55)

·       Topic 8 – Create & editing templates (pg.56– 60)

Read Blackboard information from Learning materials – Spreadsheet design and Templates


Complete exercises:

·       Hands-on exercise 14,15, 17,18 & 19

·       Consolidation Task 5 pg.55

·       Consolidation Task 6 pg.60

Consolidation Task 6 pg.60 Due date -11/08/2017




Read Book Materials:

·       Topic 9 – Using Lookup Functions (pg.61– 66)

·       Topic 10 – Using Math Functions (pg.67– 70)

Read Blackboard information from Learning materials older- Lookup Functions


Complete exercises:

·       Hands-on exercise 17,18, &19, 20, 21,22 & 23

·       Consolidation Task 7 pg.66





Read Book Materials:

·       Topic 11 – Charting and Pictures in Excel (pg.71– 86)

Read Blackboard information from Learning materials folder – Charts


Read Blackboard information from Learning materials- Functions – Logical & Finance Functions


·       Topic 12 – Using Financial Functions (pg.83– 89)

·       Topic 13– Useful Text Functions (pg.90– 92)


Complete exercises:

·       Hands-on exercise 24,25,26,27,28,29, 30, 31,32 & 33

·       Consolidation Task 8 pg.82

Consolidation Task 8 pg.82


Due date 25/9/2017



Pivot Tables

Read Book Materials:

·       Topic 14 – Working with data in tables (pg.93– 100)

·       Topic 15 - Creating Pivot Tables and Pivot Charts (pg.101– 104)


Complete exercises:

Hands-on exercise 34,35,36,37,38,39,40 & 41




Database, Importing & Exporting data

Read Book Materials:

·       Topic 16– Useful database functions (pg.105 – 111)

·       Topic 17 –Importing & exporting data (pg.112– 120)

Read Blackboard information from Learning materials – Importing and Exporting data


Complete exercises:

·       Hands-on exercise 42,43,44,45 & 46

·       Consolidation Task 9 pg.120

Consolidation Task 9 pg.120


Due date 15/09/2017



Linking Excel Data & Data Consolidation

Read Book Materials:

·       Topic 18– Linking Excel Data (pg.121 – 126)

·       Topic 19 –Tools for summarising data (pg.127– 148)


Complete exercises:

·       Hands-on exercise 47,48,49,50,51,52,53,54,55 & 56

Consolidation Task 10 pg.148




Linking Excel Data & Data Consolidation

Read Book Materials:

·       Topic 20– Conditional Formatting (pg.149 – 154)

·       Topic 21 –Creating Macro (pg.155– 171)

Read Blackboard information from Learning materials - Macros


Complete exercises:

·       Hands-on exercise 57,58,59,60,61,62,63,64,65,66,67 & 68

·       Consolidation Task 11 pg.171

Consolidation Task 11 pg.171


Due date 29/9/2016




 Working on Financial Modelling Task

Read Blackboard information from Learning materials –

·       Spreadsheet design and Templates;

·       Financial Modelling Help




Submit Financial Modelling Task


Financial Modelling task – download instructions from Assessment tasks in Blackboard

Due date 13/10/17



Resubmission & Feedback




Resubmission & Feedback


Learning Resources

Prescribed Texts

Tilde skills Develop & Use Complex Spreadsheets" 2nd ed Excel 2010, Published by Tilde Publishing



Other Resources

Overview of Assessment

In order to achieve competency in this unit, you must provide:

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.

Knowledge Evidence

To complete the unit requirements safely and effectively, you 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.

You are advised that you are likely to be asked to personally demonstrate your assessment work to your teacher to ensure that the relevant competency standards are being met.


Feedback will be provided throughout the semester in class and/or online discussions.  You are encouraged to ask and answer questions during class time and online sessions so that you can obtain feedback on your understanding of the concepts and issues being discussed. Finally, you can email or arrange an appointment with your teacher to gain more feedback on your progress.

You should take note of all feedback received and use this information to improve your learning outcomes and final performance in the course.       

Assessment Tasks


Assessment tasks are designed to enable you to demonstrate a breadth of understanding across all of the course material at an independent level. It assesses the knowledge you have obtained through undertaking the topic, your communication skills in presenting that knowledge and your problem-solving skills.

You must successfully complete all assessments to be deemed competent.

 Assessment Task/Titles:  

Task 1 – Ergonomics & Sustainability – Online Test

This online assessment consists of multiple-choice questions relating to ergonomic requirements, work organisation strategies and energy and resource conservation techniques and relevant legislation. The assessment should be completed online.

Task 2 – Portfolio of Evidence - Consolidation tasks

For this Assessment Task you are required to demonstrate your skills and knowledge by completing a series of spreadsheets consolidation tasks.

All the consolidation tasks  exercises will be derived from the prescribed text for this course: Tilde skills Develop & Use Complex Spreadsheets 2nd Edition. 

You must submit the tasks throughout the semester by the deadline indicated on the weekly schedule. Each consolidation task(s) MUST be completed and submitted online via Blackboard.

Task 3 – Financial Model

For this Assessment Task you are required to demonstrate your skills and knowledge to create financial model to calculate PAYG withholding tax,net pay and develop a Financial  Loan Calculator using spreadsheet functions.This task MUST be completed and submitted online via Blackboard.





Assessment Matrix

The assessment matrix that maps all the assessment is available on the blackboard under Assessment tasks.

Other Information


Submission Requirements

You should:

  • Ensure that you submit assessments on or before the due date.
  • Always retain a copy of your assessment tasks (both hard copy and soft copy).
  • Use a cover sheet that includes a declaration and statement of authorship when you submit work for assessment at RMIT University. You must complete, sign and submit a cover sheet with all work you submit for assessment, whether individual or group work. On the cover sheet you must declare that the work you are presenting for assessment is your own work. An assignment cover sheet for submission of each assessment task is available on Blackboard.

Late Submission Procedures

You are required to submit assessment items and/or ensure performance based assessment is completed by the due dates.

If you are prevented from submitting an assessment item on time, by circumstances outside your control, you may apply in advance to your teacher for an extension to the due date of up to seven calendar days. For more Information go to:

The application form may be obtained from:

Where an extension of greater than seven days is needed, you must apply for Special Consideration. Applications for Special Consideration must be submitted no later than two working days after the assessment task deadline or scheduled examination. For more Information go to:;ID=g43abm17hc9w

The application form may be obtained from:

Resubmissions (VE Programs):

You must satisfactorily complete all assessment tasks in order to achieve competency.

If an assessment task is assessed as not yet satisfactory, you will be allowed one resubmission opportunity only. Your teacher will provide feedback detailing what you need to do in order to satisfactorily complete that task, and will set a new deadline for the resubmission within the current semester.

If your resubmission is deemed to be not yet satisfactory then you must apply in writing to your Program Manager outlining the steps you will take to demonstrate competence in that course. Your submission will be considered by the Program Team and you will be advised of the outcome as soon as practical.

If your resubmission is deemed satisfactory then you may still achieve competency for the course, provided that all other assessment tasks are satisfactorily completed. Further, if this satisfactory resubmission is of a task that contributes to the overall grading of this course, then it shall only be entitled to receive a score that equates to 50% of the total marks allocated for that task.

Adjustments to Assessment

In certain circumstances students may be eligible for an assessment adjustment. For more information about the circumstances under which an adjustment to the assessment arrangements might be granted please access the following website:;ID=7usdbki1fjf31

Marking Guide (Competency)

You must demonstrate through your performance in the Course Assessment Tasks that you have all the required skills and knowledge as specified in the unit of competency (course) you are studying.

Your submitted assessments are the evidence used to determine if you have met all critical aspects of the assessments, and if any critical aspects have not been met, then you cannot be deemed competent in this course.

On each assessment task you will receive feedback against the competency requirements for that task, and the outcome of the task will be recorded as either satisfactory (all requirements have been met) or not yet satisfactory (one or more requirements has not yet been met).

Only when all assessment tasks have been assessed as satisfactory will you be deemed competent in this course.

Marking Guide (Grading)

This course is graded. However, only after achieving competency in this course will you receive a grade corresponding to your level of performance in the course. 

The reported Final Grade will be one of the following:


 Competent with High Distinction


 Competent with Distinction


 Competent with Credit


 Competency Achieved – Graded


 Not Yet Competent (all assessment tasks submitted)


 Did Not Submit (one or more assessment tasks not submitted)

Further details regarding the application of the grading criteria will be provided by your teacher.



Course Overview: Access Course Overview