Course Title: Develop and use complex spreadsheets
Part B: Course Detail
Teaching Period: Term1 2018
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: Doug Gourlay
Course Contact Phone: +61 3 9925 5944
Course Contact Email: doug.gourlay@rmit.edu.au
Name and Contact Details of All Other Relevant Staff
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
There are no pre-requisites for this unit.
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 |
Element: |
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 |
Element: |
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 |
Element: |
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 |
Element: |
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 |
Element: |
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 spreadsheet 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 Canvas for this course. Please refer to the Canvas 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 Canvas for this course.
Teaching Schedule
Induction Session
Prior to training commencement a program level induction session will be conducted that comprises the following:
- Program overview and requirements
- MyRMIT/Canvas
- Overview of assessment requirements
- Pre-Training Review including:
- Recognition of Prior Learning and Credit Transfers
- Assessment of current skills and knowledge
- Competency/Grading Criteria
- Plagiarism
- Appeals
- Extensions
- Feedback
- Privacy
- Submission requirements
- Resubmission policy
- Where to get support
- Student responsibilities
The Teaching Schedule for this course is below but please note that it is subject to change.
Weekly Schedule – Semester 1 – 2018
Develop and Use Complex Spreadsheets | ||||
Week |
Topic |
Readings and Activities |
Assessment |
Elements and Performance Criteria |
Week 1 5 Feb |
Topic 1- Introduction to Complex Spreadsheets |
Read: Canvas Learning materials information-Week 1 Complete Activities
Book reading: Office procedures: read pp. ii-xxix Spreadsheet design: read pp. xxx-xlv |
|
1.1 1.2 1.3 1.4 |
Week 2 12 Feb |
Topic 2- Introduction Ms Excel
|
Read: Canvas Learning materials information-Week 2
Complete exercises: Work through tutorial exercises Complete Activities |
Ergonomics/Sustainability Test due 19/2/2018 |
1.1-1.4 2.1 – 2.4 4.1 4.3 |
Week 3 19 Feb |
Topic 3 - Borders and Shading, Copying and Moving Data, Series
|
Read: Week 3 Learning materials information
Book reading: Section 1: Borders and Shading, Copying and Moving Data, Series, pages 1-24
Complete: Book exercises 1-17 |
1.1-1.4 2.1,2.3,2.4, 4.1 |
|
Week 4 26 Feb |
Topic 4 – Easy functions, formula auditing, Help, hyperlinks
|
Read: Week 4 Learning materials information
Book reading: Section 2 - Easy functions, formula auditing, Help, hyperlinks, Pages 25 - 52
Complete: Book exercises 18-41 |
Portfolio of Evidence Evidence 1 - Exercise 28, Page 37
Read Additional Information under Portfolio Of Evidence Due date: 5/03/2018 |
1.1-1.4 2.1,2.3,2.4 4.1, 4,3-4.5
|
Week 5 5 March |
Topic 5 – Charts |
Read: Week 5 Learning materials information
Book reading: Section 3 - Charts, Pie Charts, Quick Charts, Pages 53 - 65 Complete: Book exercises 43-51 |
|
5.1-5.3 |
Week 6 12 March |
Topic 6 –Pie Charts, Quick Charts |
Read: Week 6 Learning materials information
Book reading: Section 3 - Charts, Pie Charts, Quick Charts, Pages 65-77 Complete: Book exercises 52-66 |
Portfolio of Evidence Evidence 2 - Exercise 67, Page 76 Due date: 19/03/2018 |
5.1-5.3 |
Week 7 19 March |
Topic 7– Names, Multiple Worksheets, Linking Workbooks |
Read: Week 7 Learning materials information
Book reading: Section 4 - Names, Multiple Worksheets, Linking Workbooks, Consolidating Data, Pages 78-96 Complete: Book exercises 68-96 |
|
2.1-2.4 3.1 4.1,4.3-4.5 |
Week 8A 26 March |
Topic 8– Consolidating Data
|
Read: Week 8 Learning materials information
Book reading: Section 4 - Consolidating Data, Pages 97-102 Complete: Book exercises 97-101 |
Portfolio of Evidence Evidence 3 -Consolidating Data Due date: 9/04/2018
|
2.1-2.4 3.1 4.1,4.3-4.5 |
Week 9 9 Apr |
Topic 9 – Functions - IF (), Multiple IF (), VLOOKUP (), Financial functions.
|
Read: Week 9 Learning materials information
Book reading: Section 5 - Functions, Pages 103-115
Complete: Book exercises 102-108 |
Portfolio of Evidence Evidence 4 - Exercises 106-107, Pages 109-110 Due date: 16/04/2018
|
2.1-2.4 4.1,4.3-4.5 |
Week 10 16 Apr |
Topic 10– Functions - Nested functions, STDEV (), CHOOSE (), SUMIF (), COUNTIF (), NOW ()
|
Read: Week 10 Learning materials information
Book reading: Section 5 - Functions, Pages 116-127
Complete: Book exercises 111 -123
|
|
2.1-2.4 4.1,4.3-4.5 |
Week 11 23 Apr |
Topic 11 – Data Tables, Arrays |
Read: Week 11 Learning materials information
Book reading: Section 5 - Functions, Pages 128-140 Complete: Book exercises 124-132 |
Portfolio of Evidence Evidence 5 -Exercise 128, Pages 132-133 Due date: 30/04/2018 |
2.1-2.4 4.1,4.3-4.5 |
Week 12 30 Apr |
Topic 12 – Data Analysis, Data Validation, Conditional Formatting |
Read: Week 12 Learning materials information
Book reading: Section 5 - Functions, Pages 142-152
Complete: Book exercises 134-144 |
|
2.1-2.4 3.1 4.1,4.3-4.5 |
Week 13 7 May |
Topic 13 – Macro, Protection
|
Read: Week 13 Learning materials information Book reading, Pages 153 - 168 Complete exercises: Book exercises 145-159
|
|
2.1,2.3,3.1-3.2 4.3-4.5 |
Week 14 14 May |
Topic 14 – Comments, Templates, Export/Import data
|
Read: Week 14 Learning materials information Book reading, Pages 168-190
Complete exercises: Book exercises 160-177
|
Portfolio of Evidence Evidence 6 - Template Exercise Due date: 21/05/2018 |
1.3,2.1,2.3,3.3 4.1-4.5
|
Week 15 21 May |
Resubmissions |
|
|
|
Week 16 28 May |
Resubmissions and Feedback |
|
|
|
Learning Resources
Prescribed Texts
Develop and use complex spreadsheets Excel 2013, Software Publications |
978-1-922241-18-4 |
References
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
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
Overview
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
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 Excel 2013, Software Publications book as a resource for this assessment.
You must submit the tasks throughout the semester by the deadline indicated on the weekly schedule. 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. Grading will be applied once you have been deemed competent for this competency.
Assessment Matrix
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 Canvas.
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: http://rmit.edu.au/browse;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:
CHD |
Competent with High Distinction |
CDI |
Competent with Distinction |
CC |
Competent with Credit |
CAG |
Competency Achieved – Graded |
NYC |
Not Yet Competent (all assessment tasks submitted) |
DNS |
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