Course Title: Design and produce spreadsheets

Part A: Course Overview

Program: C4398 Certificate IV in Accounting and Bookkeeping

Course Title: Design and produce spreadsheets

Portfolio: BUS Portfolio Office

Nominal Hours: 35

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.


Course Code




Learning Mode

Teaching Period(s)


City Campus


650T Vocational Business Education

Face-to-Face or Internet

Term1 2019,
Term2 2019,
Term1 2020,
Term2 2020,
Term1 2021,
Term2 2021

Course Contact: Doug Gourlay

Course Contact Phone: +61 3 9925 5944

Course Contact Email:

Course Description

This unit describes the skills and knowledge required to develop spreadsheets through the use of both cloud-based and non-cloud based spreadsheet applications.


It applies to individuals employed in a range of environments who tend to be personally responsible for designing and working with spreadsheets under minimal supervision. These individuals are generally required to have intermediate knowledge and understanding of a number of spreadsheet applications.


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

Pre-requisite Courses and Assumed Knowledge and Capabilities


National Competency Codes and Titles

National Element Code & Title:

BSBITU314 Design and produce spreadsheets


1. Select and prepare resources

2. Plan spreadsheet design

3. Create spreadsheet

4. Produce intermediate-level charts

5. Finalise and present spreadsheets

Learning Outcomes

Overview of Assessment

Performance Evidence

Evidence of the ability to:

  • follow correct ergonomic, conservation requirements and relevant organisational and statutory requirements
  • produce spreadsheet documents that align to document purpose and appropriate to target audience
  • design spreadsheets that address a range of data and organisational requirements
  • use software functions, graphics and support materials to create spreadsheets that adhere to organisational requirements relating to style and presentation
  • use relevant help functions to rectify intermediate-level document issues
  • produce spreadsheet document in appropriate format for review, including ability to create and modify intermediate-level charts that analyse the dataset
  • adhere to designated timelines and requirements for high accuracy.


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

Knowledge Evidence

The candidate must be able to demonstrate the following knowledge to effectively complete the tasks outlined in the elements and performance criteria of this unit, and to manage tasks and reasonably foreseeable contingencies in the context of the work role.

  • Key elements of intermediate-level formatting styles appropriate to workplace documents
  • Key functions of spreadsheet applications, both cloud-based and non-cloud based
  • Key features of organisational guidelines on spreadsheet design and use
  • Key features of organisational requirements for ergonomic standards, 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:

  • industry software/applications for producing spreadsheets
  • digital device user information
  • relevant legislation and codes of practice
  • relevant organisational policies and procedures
  • relevant workplace documentation and resources, including style guide.


Assessors of this unit must satisfy the assessor requirements in applicable vocational education and training legislation, frameworks and/or standards.


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.