Course Title: Develop and use complex spreadsheets

Part B: Course Detail

Teaching Period: Term1 2020

Course Code: COSC6185C

Course Title: Develop and use complex spreadsheets

School: 650T Vocational Business Education

Campus: City Campus

Program: C5390 - Diploma of Accounting

Course Contact: Doug Gourlay

Course Contact Phone: +61 3 9925 5944

Course Contact Email:

Name and Contact Details of All Other Relevant Staff

Mandeep Kaur

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.


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

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

Welcome to the 'Financial Management' cluster. The units in this cluster form part of the Nationally accredited qualification, Diploma of Accounting (FNS50217).and are delivered in a face-to-face mode.

This cluster comprises the following units of competency: 

FNSACC511 - Provide financial and business performance Information

BSBITU402 - Develop and use complex spreadsheets

This cluster of units works on building the skills and knowledge required to analyse and report on a broad range of financial and business performance information and encompasses assessing clients’ needs, analysing data and preparing advice. You will be using spreadsheets extensively in this course and your assessment will cover all requirements of both of the above units. 

Teaching Schedule

Here is the course summary of the unit. It is just to give a detailed information about the weekly delivery and the progress of the unit.  It provides the information on:

  • When classes will be held
  • What learning materials and activities need to be completed; and,
  • What assessments are due and when 

Course schedule

 * Please note this schedule is subject to change and you will be advised of any changes via Canvas.




Readings and Activities


Unit(s) of Competency

Week 1

Introduction to the course including:

·         Course requirements

·         Course support documents

·         Course Blackboard access

·         Accuracy of enrolment

·         Assessment requirements/Cover Sheets

·         Reminder re Plagiarism

·         Reminder re Appeals

·         Extensions/Resubmissions

·         Feedback in this course

·         Reminder re submission requirements

·         Getting help

·         Introduction to the course

-         Introduction to EXCEL Part I






Week 2


Financial Management /Major Sources of Finance

Ergonomics and Sustainability

Chapter 1 & 2 

Complete Review Questions for both Chapters




Week 3


Business Risk


Chapter 3 

Complete Review Questions for this Chapter 




Week 4


Business Mathematics

Business Mathematics using EXCEL


Chapter 4

Complete Review Questions for this Chapter 




Week 5


Management of Working Capital


Chapter 5 

Complete Review Questions for this Chapter 

 Knowledge bases Test-

Understanding of:

  • Financial & Business Performance 
  • Spreadsheet Software & Complex Documents 



Week 6


Financial Ratios

Financial Ratios using EXCEL

Chapter 6

Complete review Questions for this Chapter

  Assessment 2 Release 



Week 7


Business Analysis

Chapter 7 

Complete Review Questions for this Chapter 





Week 8

Catch-up week/ Revision






Semester Break




Week 9

Financial Ratios and Business Analysis- Continuation

Chapter 6 and 7




Week 10


Weighted Average Cost of Capital


Chapter 8 

Complete Review Questions for this Chapter 

Assessment 3 Release 



Week 11


Dividend Policy / Business Plans

Chapters 9 & 10 

Complete Review Questions for both Chapters

 Assessment task -2 Due

Analysing Data to Prepare Advice 



Week 12


Capital Budgeting

Capital Budgeting using EXCEL

Chapter 11

Complete Review Questions for this Chapter




Week 13 

Revision for Assessment 2

Chapter’s 1- 11 - Provide Financial & Business Performance Information 




Week 14


Assessment 2


Assessment 3 Due

Major assessment and Presentation



Week 15


Resit and Resubmissions

Grading and Feedback




Week 16 

Resit and Resubmissions

Resit and Resubmissions





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.

Learning Resources

Prescribed Texts


Other Resources


Suggested texts:

Provide Financial & Business Performance Information

by Richard Hughes & Godfrey Senaratne

7th Edition (July, 2018)

ISBN: 978-1-76073-010-9 


Microsoft Excel

Develop & Use Complex Spreadsheets

by Greg Pazmandy

3rd Edition (January, 2016)

ISBN: 978-1-876124-25-0 



Overview of Assessment

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.


Note: If a specific volume or frequency is not stated, then evidence must be provided at least once.

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 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.


Assessors must satisfy NVR/AQTF assessor requirements.

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


The unit will have three assessments. In order for students to be competent, all the three assessments must be completed satisfactorily. 

Assessment 1:  Students need to demonstrate competence in written test to be marked competent in Assessment 1. 

Knowledge-based test is to be completed individually in Week 5 in class supervised. It will be based on topics covered up to and including Week 4. It consists of 18 questions to be completed in 90 minutes. 

Assessment 2
: Analysing Data to Prepare Advice- For this assessment task, you are required to complete Parts A – C which consist of a series of case studies and short activities.  

Part A: Short Activities  

Part B: Short Case Studies  

Part C: Extended Case Study + Role Play  

You need to complete all Parts to a satisfactory level in order to be marked competent in Assessment 2. This task is due to be submitted in Week 11.

Assessment 3
: Major Assessment. This assessment is a detailed assessment where financial management concepts will get evidenced by the assignment report generated by students. This assessment will be due in Week 14. You will also be assessed simultaneously on Spreadsheets applications. 

There are two parts to this assessment:  

Part A: Safe Work Practices (Group Practical Activity)  

Part B: Case Study + Presentation (Individual)  

This is an individual assessment and students will be required to present their report in class individually. 

Further details will be provided by your teacher. 

*Please note

The Teacher or Course Coordinator may at any time ask students to demonstrate and/or reproduce assessments to validate authenticity. 


Students must get satisfactorily complete all assessment tasks (and parts of tasks) in order to obtain competency in this course.


Assessment Matrix

The assessment matrix that maps all the assessment is available on CANVAS under Assignments.

All assessments will utilise a competency-based model and will be deemed as either Satisfactory or Not Yet Satisfactory. 

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 five working days after the assessment task deadline or scheduled examination.

More Information:


Re-submissions (VE Programs):

If you are found to be unsuccessful (Not satisfactory/Unsatisfactory) in a Course Assessment Task 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.


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:




Final Results


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. The following grades are available for this course:

CA Competency Achieved

NYC Not Yet Competent

DNS Did Not Submit for Assessment


Course Overview: Access Course Overview