Course Title: Develop and use complex spreadsheets

Part B: Course Detail

Teaching Period: Term1 2014

Course Code: COSC5946C

Course Title: Develop and use complex spreadsheets

School: 650T TAFE Business

Campus: City Campus

Program: C4223 - Certificate IV in Business Administration

Course Contact : Sylvia Baroutis

Course Contact Phone: +61 3 9925-5469

Course Contact

Name and Contact Details of All Other Relevant Staff

Helen Mustafa

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 course covers  the use of spreadsheet software to complete business tasks and produce usable complex documents.

National Codes, Titles, Elements and Performance Criteria

National Element Code & Title:

BSBITU402A 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 to spreadsheets

1.3 Identify organisational and task requirements in relation to 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 thet ask 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 the requirements of the 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


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 time lines


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 the application without data loss or damage.

Learning Outcomes

Details of Learning Activities

Students will use MS Office Excel 2010 for this competency.  Learning activities will include class-based discussions, demonstrations, practical exercises and observations in order to develop competency, including the underpinning skills and knowledge.  In addition to the assessments, formative feedback is provided to students throughout the duration of the course.

Some learning activities will include a self-directed approach.  Self-directed learning refers to organised teacher-directed learning activities that you will undertake independently, either as individuals or with other students.

This unit contains employability skills.

Teaching Schedule

 Week Week commencing Content/Topic/Element of Competency Assessment
 1 10 February

Course overview
Course delivery and assessment information; Course support documents; Online learning environment including Blackboard; Grading; Plagiarism; Extensions; Feedback; Submission requirements; Where to get support; Student responsibilities; Recognition of Prior Learning/Credit Transfer; Textbook and associated files;

1. Prepare to develop spreadsheet

Occupational Health & Safety

Electronic file management, Backup procedures, Protecting data, Using Manuals, Copyright; Work Request Forms, Communication

 2 17 February

Prepare to develop spreadsheet

Spreadsheet Design, What Makes a Good Spreadsheet? Spreadsheet Documentation, Using Spreadsheets to Solve Problems, Working with Scenarios

Section 1: Borders and Shading, Copying and Moving Data Series

 3 24 February

Develop a linked spreadsheet solution

Section 2: Easy Functions, Formula Auditing, Help and Hyperlinks

 4. 03 March

Represent numerical data in graphic form

Section 3: Charts, Pie Charts, Quick Charts

 5. 10 March

Represent numerical data in graphic form

Section 3: Charts, Pie Charts, Quick Charts

 6. 17 March

Develop a linked spreadsheet solution

Section 4: Names; Multiple Worksheets, Linking workbooks, Consolidating Data

 7. 24 March

Develop a linked spreadsheet solution

Section 4: Names, Multiple Worksheets, Linking Workbooks, Consolidating Data

 8. 31 March

Use spreadsheets

Section 5: Functions, Data Tables, Array Formulas

 9. 07 April

Use spreadsheets

Section 5: Functions, Data Tables, Array Formulas

 10. 14 April

Automate and standardise spreadsheet operation

Section 6: Data Analysis, Data Validation,  Macros,  Cell Protection,  Templates

  17-23 APRIL



Automate and standardise spreadsheet operation

Section 6: Data Analysis,  Data Validation, Macros, Cell Protection, Templates

In-class practice assessment


Completion of Portfolio
 13. RevisionPortfolio due
 14.   In class final assessment
 15. Review/Resits 
 16. Review/Resits 

Learning Resources

Prescribed Texts

Develop and use complex spreadsheets (Excel 2010) BSBITU402A. upgraded Cheryl Price & Julia Wix version, Software Publications 2011



Other Resources

Overview of Assessment

Assessment may incorporate a variety of methods including technical requirements documentation, homework, assignments, group and/or individual projects, in class exercises, written and practical assessments, problem solving exercises, presentations, direct observation of actual and simulated work practice, presentation of a portfolio of evidence which may comprise documents, and/or photographs and/or video and audio files, review of products produced through work-based or course activities.

Students are advised that they are likely to be asked to personally demonstrate their assessment work to their teacher to ensure that the relevant competency standards are being met.  Students will be provided with feedback throughout the course to check their progress.

Assessment Tasks

TASK 1: Portfolio of Evidence - Due Week 13

You will complete and print copies of activities/exercises completed in class and marked by your teacher on a weekly basis.  The final portfolio will be submitted to your teacher in class in Week 13.

TASK 2: In-class assignment/demonstration of techniques/test - Due Week 14

The final in-class assessment will be taken under supervised conditions.  This assessment will cover all topics/elements of competency/performance criteria covered in class in the previous 13 weeks.

Marking Guide (competency)

Vocational Education and Training (VET) is based on current industry needs and the focus on preparing you for the workplace. Because VET courses are informed by practical application of knowledge and skills, they are based on a system known as "competency-based training" (CBT). So when you are assessed in VET it is about whether you are competent to do the job, as well as having a firm grasp on the knowledge and skills required to do that job, as opposed to traditional curriculum based educational settings that are often based on knowledge retention.

You need to demonstrate you are competent in each element of the unit of competency you are studying. You will receive feedback on each assessment task that will inform you whether you are competent or not and how well you are performing.  Once competent in all elements of the unit you pass that unit of competency.

Marking Guide (Grading)

After achieving competency we then grade your performance in the unit; this gives you the opportunity to have the level of your performance formally recognised against industry standards and employability skills.

Final Grades Table:

CHD Competent with High Distinction
CDI  Competent with Distinction
CC   Competent with Credit
CAG Competency Achieved - Graded
NYC Not Yet Competent
DNS Did Not Submit for assessment

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

Graded assessment criteria - when your work is assessed the following criteria are used:

1.  Level of independence, initiative, enterprise and performance of the work task
You will need to show that you can use initiative, enterprise and accepted performance to produce the exercises and activities on a weekly basis.  After receiving feedback from your teacher, you will need to show that you have improved your skills, based on the feedback given.

2. Demonstrated breadth of underpinning knowledge and a willingness to continue learning
You will identify the underpinning knowledge/skills required to develop and use complex spreadsheets.  In particular you should demonstrate literacy skills in being able to interpret and follow instructions in the self-paced textbook and undertake backup procedures in order to protect the security of your work.  In addition, you will need to demonstrate a variety of strategies to be able to plan and review your own work, including proofreading and editing skills to check for the accuracy and consistency of information.  You will also need to demonstrate numeracy skills when developing and using the spreadsheets as well as an understanding of advanced software functions of Excel 2010.  You should identify any gaps in your knowledge/skills and demonstrate a willingness to continue learning by actively seeking assistance from your teacher in the first instance. You will need to demonstrate your understanding of relevant legislation, standards and codes that may affect business operations, such as: anti-discrimination legislation, ethical principles, codes of practice and occupational health & safety.

3. Techniques and processes, technology skills and problem solving
You will demonstrate an understanding of advanced functions of spreadsheet software functions as these apply in a business context.

4. Work organisation, planning and self-management
You will demonstrate your organisational skills by ensuring you attend classes and bring all resources required to learn the required skills, for example textbooks, notes and any other required resources.  You will also complete the self-paced exercises and activities in a timely manner. as far as practicable, produce these when requested to your teacher, in the weeks when these become due.

5. Communication, people networking, language and interpersonal skills and teamwork
You will communicate in a manner suitable for a business environment while in class.   You will be aware of others needs and maintain a respectful manner when communicating with both teachers and your peers.


You are required to complete two tasks.  You must successfully complete all tasks to be deemed competent in this unit.

Submission Requirements

Assessment tasks need to be submitted by hard copy in class, or via MyRMIT if required.


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:

Form to use:

Where an extension of greater than seven days is needed, you must apply for special consideation.  Applications for special consideration must be submitted no later than two working days after the assessment task deadline or scheduled examination.

More information: (unresolved)

Form to use:


If you are found to be Not Yet Competent in a Course Assessment Task you will be allowed one resubmission only.  Your teacher will provide feedback regarding what you need to do to improve and will set a new deadline for the resubmission.  The highest grade you will receive if your resubmissionis successful is "CAG".

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.

Assessment Matrix

BSBITU402A Develop and use complex spreadsheetsPortfolio of evidenceFinal in-class assessment
 1. Prepare to develop spreadsheet X X
 2. Develop a linked spreadsheet solution X X
 3. Automate and standardise spreadsheet operation X X
 4. Use spreadsheets X X
 5. Represent numerical data in graphic form X X
 Required skills X 
 Required knowledge X 

Course Overview: Access Course Overview