Course Title: Develop and use complex spreadsheets

Part B: Course Detail

Teaching Period: Term1 2013

Course Code: COSC5946C

Course Title: Develop and use complex spreadsheets

School: 650T TAFE Business

Campus: City Campus

Program: C5317 - Diploma of Financial Planning

Course Contact : Michael Elliot

Course Contact Phone: +61 3 9925 5519

Course Contact Email:michael.elliot@rmit.edu.au


Name and Contact Details of All Other Relevant Staff

Michael Elliot

+61 3 9925 5519

michael.elliot@rmit.edu.au

Building 80, Level 5

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

None

Course Description

This unit describes the performance outcomes, skills and knowledge required to use spreadsheet software to complete business tasks and to produce complex documents.

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


National Codes, Titles, Elements and Performance Criteria

National Element Code & Title:

BSBITU402A Develop and use complex spreadsheets

Element:

1. Prepare to develop spreadsheet
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 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
 

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 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
 

Element:

2. Develop a linked spreadsheet solution
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 the task specifications
2.4.Test formulae to confirm output meets task requirements
 

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 the task specifications
2.4. Test formulae to confirm output meets task requirements
 

Element:

3. Automate and standardise spreadsheet operation
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
 

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
 

Element:

4. Use spreadsheets
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
 

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
 

Element:

5. Represent numerical data in graphic form
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
 

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
 


Learning Outcomes



Details of Learning Activities

This unit is delivered using a blend of classroom based and self -paced learning activities.


Teaching Schedule

Teaching      Schedule                                                                                                                                                                                                                                                                                                                 
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.
 

WeekWeek CommencingTopicsAssessment
111th FebPre-training review:
• RPL /LLN
Familiarisation with:
• Program
• Services/facilities
• Other students
• Teacher(s)
• Where to get support
• Student responsibilities
• Course requirements
• Course support documents
• Pre-reading
• Blackboard
• Overview of assessment requirements
• Grading
• Plagiarism
• Appeals
• Extensions
• Feedback
• Privacy
• Submission requirements
• Resubmission policy
Financial Services Industry – Module 1- Chapter 1
Spreadsheet exercises
 
 
218th FebSpreadsheet exercises
Financial Services Industry – Module 1- Chapter 1
 
 
325th FebFinancial Services Industry – Module 1- Chapter 2Assessment on Topics from weeks 1 and 2
Excel Activity Questions Grading (CA/NYC)
 
44th MarchFinancial Services Industry – Module 1- Chapter 2
continued
 
 
511th MarchFinancial Services Industry – Module 1- Chapter 3 
618th MarchFinancial Services Industry – Module 1- Chapter 3
continued
 
 
725th MarchFinancial Services Industry – Module 1- Chapter 427th (Wednesday)last day of teaching before Easter break. Classes resume Thursday 4th of April
                                                                                                         Mid semester break (28th March to 3rd April)
88th AprilFinancial Services Industry – Module 1- Chapter 4
Continued
Financial Services Industry – Manage Client Services- Chapter 1
 
 
915th AprilFinancial Services Industry – Manage Client Services- Chapter 2 
1022nd AprilFinancial Services Industry – Manage Client Services- Chapter 3 
1129th AprilFinancial Services Industry – Manage Client Services- Chapter 4 
126th MayFinancial Services Industry – Manage Client Services- Chapter 5
Introduction to Role Plays (This is outlining the assessment)
 
Final Role Play Assessment discussion
With teacher
 
1313th MayIntroduction to Role Plays (This is outlining the assessment)Final Role Play Assessment Practice
With teacher
 
1420th MayCompletion of role Plays and Final assessment review and DiscussionContinued as per above
(CA/NYC)
 
1527th MayAssessment 3 – (CA/NYC)
(From Topics covered in Weeks 3 to Weeks 14)
 
(CA/NYC)
163rd JuneRe-submissions if required 
1710th JuneFeedback 


Learning Resources

Prescribed Texts


References


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 tests, 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.
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. You will be provided with feedback throughout the course to check their progress.

 


Assessment Tasks

Assessment Tasks
You are required to complete the following task. You must successfully complete this task to be deemed competent in this unit.
TASK
This will be developing an excel spreadsheet. CA/NYC
 


Assessment Matrix

Course Overview: Access Course Overview