Course Title: Develop and use complex spreadsheets

Part B: Course Detail

Teaching Period: Term2 2018

Course Code: COSC6185C

Course Title: Develop and use complex spreadsheets

School: 650T Vocational Business Education

Campus: City Campus

Program: C5343 - Diploma of Financial Planning

Course Contact: Callie Harvey

Course Contact Phone: +61 3 9925 5772

Course Contact Email:

Name and Contact Details of All Other Relevant Staff

Teacher: Inna Kazakevich

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

A range of learning activities are planned for this course including self-paced and collaborative classroom based activities.

The self-paced activities will be delivered thought various technology platforms and include your contribution to wikis and discussion threads, reflective journals, quizzes and interactive sessions.

The collaborative classroom based activities will include group discussion, group problem solving activities and opportunities to practice your skills in a simulated/real workplace environment.
We expect you to participate and contribute in all scheduled learning activities.


Teaching Schedule

Induction Session

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

• Program oveiview and requirements
• MyRMIT/Canvas
• Oveiview of assessment requirements
• Pre-Training Review including:
o Recognition of Prior Learning and Credit Transfers of Assessment of current skills and knowledge
• Competency/Grading Criteria
• Plagiarism
• Appeals
• Extensions
• Feedback
• Privacy
• Submission requirements
• Re-submission policy
• Where to get support
• Student responsibilities.

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.

The Teaching Schedule for this course is attached to this document (Part B) but please note that it is subject to change.


Course Schedule

Schedule: Develop and Use Complex Spreadsheets                                                          Semester 2: 2018




Readings and Activities


Elements and Performance Criteria

Week 1

2 July

Introduction to the course including:

·         Course requirements and support documents/resources

·         Course Blackboard access

·         Accuracy of enrolment

·         Assessment requirements/Cover Sheets

·         Reminder re Plagiarism/Appeals

·         Extensions/Resubmissions

·         Feedback in this course

·         Getting help

·         Completing Hands-on Exercises

Topic - Introduction to Complex Spreadsheets


Week 2 Learning materials information

Complete exercises:

 Introduction Excel - Complete Activity 1 and Activity 2







Week 2

9 July

Topic 1 - Spreadsheet skills reviewed

Topic 2 – Formula in Excel



 Week 2 Learning materials information - Relative and Absolute cell references

Book reading, Pages 1 -20


Complete exercises

Consolidation Task 1 pg. 12

Consolidation Task 2 pg.14

 Hands-on exercise 1,2 & 3

Portfolio of Complex Spreadsheets -  Spreadsheet 1

Complete Spreadsheet 1

Due date:20/7/2018


2.1 – 2.4



Week 3

16 July

Topic 2 – Formula in Excel

Topic 3 – Functions in Excel




Week 3 Learning materials information -

Book reading, Pages 21 - 27


Complete exercises:

Consolidation Task 3 pg. 21

Consolidation Task 4 pg.22

Hands-on exercise 4







Week 4

23 July

Topic 3 – Functions in Excel

Topic 4 – Using Statistical functions

Topic 5 – Viewing and adjusting worksheets 



 Week 3 Learning materials information -

Book reading, Pages 28 - 42


Complete exercises:

Hands-on exercises 5, 6,7,8,9,10,11 & 12

Portfolio of Complex Spreadsheets -  Spreadsheet 2

Complete Consolidation Exercise 3, Page 21

Due date: 3/8/2018






Week 5

30 July

Topic 6 - Using data and time function

Topic 7 - Using logical functions

Topic 8 – Creating and editing templates


 Week 5 Learning materials information

 Week 6 Learning materials information


Book reading, Pages 43 - 58


Complete exercises:

Hands-on exercise 13-19

Consolidation Exercise 5, Page 54 

Consolidation Task 6, Pages 58-59

Portfolio of Complex Spreadsheets -  Spreadsheet 3

Complete Consolidation Task 6, Pages 58-59

Due date:10/8/2018








Week 6

6 August

Topic 9 - Using Lookup functions

Topic 10 – Using maths functions



Week 7 Learning materials information

 Book reading, Pages 60 - 68


Complete exercises:

Hands-on exercises 20,21,22 & 23

Consolidation Task 7, Page 64

Portfolio of Complex Spreadsheets -  Spreadsheet 4

Complete Consolidation Task 7, Page 64

Due date:17/08/2018




Week 7

13 August

Topic 11 – Charting and pictures in Excel

Assessment Task 2 - introduction


Week 8 Learning materials information

Book reading, Pages 69 - 83


Complete exercises:

Hands-on exercises 24 -32

Consolidation Task 8, Page 83

Portfolio of Complex Spreadsheets -  Spreadsheet 5

Consolidation Task 8, Page 83

Due date:24/08/2018


Week 8

20 August

Topic 12 – Using financial functions

Topic 13 – Useful text functions


Working on Assessment task 2

Clients Cash Flow



Week 9 Learning materials information

Book reading, Pages 84 - 94


Complete exercises:

Hands-on exercises 33, 34 & 35

Portfolio of Complex Spreadsheets -  Spreadsheet 6


Hands-on exercise 34, pages 89-90

Due date:3/09/2018


Week 9

3 September

Working on Assessment  2

Budget and Expense Report  Superannuation Account





Week 10

10 September

Working on Assessment  2

Assets  Allocation


Submit Assessment  – Workplace Simulated Project - Part A

Due date 28/9/18


Week 11

17 September

Topic 14 – Working with data in tables

Topic 15 – Creating PivotTables & Pivot Charts

Topic 16 - Useful database functions



Week 10 Learning materials information

Book reading, Pages 95 - 113


Complete exercises:

Hands-on exercises 36 - 44


2.1 – 2.4




Week 12

24 September

Topic 17 – Importing and exporting data

Topic 18 - Linking Excel data to other programs

 Topic 19 - Tools for summarising data


 Week 11 & Week 12 Learning materials information

Book reading, Pages 114 - 149

Complete exercises:

Hands-on exercises 45 – 58

Consolidation Task 9, Page 121 Consolidation Task 10, Page 147

Portfolio of Complex Spreadsheets -  Spreadsheet 7

Complete Consolidation Task 9, Page 121

Due date:5/10/2018



Week 13

1 October

Topic 20 – Conditional formatting

Topic 21 - Creating macros




Week 13 Learning materials information

Book reading, Pages 148 - 168

Complete exercises:

Hands-on exercises 59 – 70

Consolidation Task 11, Page 169

Portfolio of Complex Spreadsheets -  Spreadsheet 8

Complete Consolidation Task 11, Page 169

Due date:12/10/2018



Week 14

8 October

Working on Assessment Task- Workplace Simulated Project



Submit Assessment– Workplace Simulated Project- Part B

Due date 19/10/18



Week 15

15 October

Resubmissions and Feedback




Week 16

22 October

Resubmissions and Feedback








Learning Resources

Prescribed Texts

Develop & Use Complex Spreadsheets" Microsoft Excel 2013, Published by Tilde Publishing and Distribution.



Other Resources

Prescribed Text Book

"Develop and Use Complex Spreadsheets", Microsoft Excel 2013, Tilde Publishing and Distribution.

ISBN: 978-0-7346-0855-0

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, 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 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 Task Descriptions

Overview of Assessment


You will demonstrate competency by undertaking two assessments, a portfolio and a workplace simulated project. The assessments for this course have been designed to allow you to apply your learning to particular workplace scenarios and demonstrate your competence in a variety of ways.
Critical Aspects of assessment are described above in the performance evidence for this course.

Task 1 – Portfolio of Activities - Due Dates below

This assessment is a practical portfolio that has been designed for you to progressively, step by step build your knowledge and skills in Excel with the aim to enhance your understanding and skills with advanced spreadsheet functions and develop complex spreadsheets.

The portfolio will address of a variety of topics that will be covered throughout the semester in the weeks specified in your weekly schedule attached to the course guide. You are required to use “Develop and use complex spreadsheets, Microsoft Excel 2013”, Tilde skills, 2nd edition as resource for this assessment.

You will be given time in class to demonstrate your knowledge and skills in spreadsheets in areas including formulas, creating and editing templates, using lookup functions, charting and pictures, importing and exporting data, tools for summarising data and creating macros.

You must successfully complete all of the practical topics for this portfolio by the due date specified in the weekly schedule in order to satisfactorily achieve the criteria covered in this portfolio.

You are required to complete ALL activities by the due date and submit them electronically via Canvas


You are required to complete a portfolio containing 8 spreadsheets by the due date and submit them electronically via Canvas.

Spreadsheet 1 - due 20/7/18

Spreadsheet  2 - due 3/8/18


Spreadsheet  3 - due 10/8/18


Spreadsheet  4 - due 17/8/18


Spreadsheet  5  - due 24/8/18


Spreadsheet  6 - due 3/9/18


Spreadsheet  7 - due 5/10/18


Spreadsheet  8 - due 12/10/18


Please refer to the Canvas shell / Assignments/ COSC6185C Develop and use complex spreadsheets Portfolio of Spreadsheets for detailed documentation relating to this Assessment.

Please note that you will receive the feedback no later than two weeks after submission of each task. If required, resubmission for this assessment is due by the end of week 16.


Task 2 – Workplace Simulated Project - Financial Planning Spreadsheets 

For this assessment task you will design Excel spreadsheets based on the learning covered throughout the semester.

This assessment consists of the 2 parts.

Part A due date 29/9/18 - Week 10

Part B- due date 19/10/18 - Week 14


You will have access to a simulated client file which will incorporate financial planning advice in Superannuation by producing a financial planning spreadsheet that includes client cash flows, budget, income and expenditure reports, superannuation account and  Asset Allocation variance reports.  You are required to present data in the form of tables and various charts/graphs.

The purpose of the assessment is 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 the undertaking the concepts of superannuation to prepare financial planning documents for the simulated clients in Ms Excel workbook using various of Ms Excel functions and features.

Please refer to the Canvas shell / Assignments/ Assessment 2 - Workplace Simulated Project for detailed documentation relating to this Assessment.

You must successfully complete both assessments, Task 1 – Portfolio and Assessment2 - Workplace Simulated Project to be deemed competent.

Please note that you will receive the feedback no later than two weeks after submission of the each task.  If required, resubmission for this assessment is due by the end of week 16.

Grading will be applied once you have been deemed competent for this competency.



Assessment Matrix

The assessment matrix that maps all the assessment is available on Canvas


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. (hard copy and soft copy)
  • When you submit work for assessment at RMIT University you need to use the Assessment task document that includes a declaration and statement of authorship.
  • Each page of your assessment should include footer with your name, student number, the title of the assessment, unit code and title and page numbers.


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.

More Information

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.

More Information:

Resubmissions (VET Programs):

Resubmissions (VE Programs):

If you are found to be unsuccessful in a particular Course Assessment Task (or you do not submit/attend) you will be allowed one resubmission.  Your teacher will provide feedback regarding what you need to do to improve and will set a new deadline for the resubmission. 

If you are still not meeting the assessment requirements you must apply to your Program Manager in writing outlining the steps you will take to demonstrate competence in your course. Your submission will be considered by the Program Team and you will be advised of the outcome as soon as possible.

Grading & re-submissions

Successful re-submissions will contribute a CAG only (Competency Achieved Grading) result to your overall grade for the course.

Adjustments to Assessment

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


Marking Guide (Competency):


You must demonstrate that you have all the required skills/knowledge/elements in the unit of competency you are studying.


You will receive feedback on each assessment task that will inform you about your progress and how well you are performing.



Marking Guide (Grading)


After achieving competency we then grade your performance in the unit and you will achieve one of the following grades:


Final Grades table:




Competent with High Distinction




Competent with Distinction




Competent with Credit




Competency Achieved – Graded




Competency Achieved – Not Graded




Not Yet Competent




Did Not Submit for assessment


Course Overview: Access Course Overview