Course Title: Develop and use complex spreadsheets
Part B: Course Detail
Teaching Period: Term1 2019
Course Code: COSC6185C
Course Title: Develop and use complex spreadsheets
School: 650T Vocational Business Education
Campus: City Campus
Program: C5343 - Diploma of Financial Planning
Course Contact: Callie Harvey
Course Contact Phone: +61 3 9925 5772
Course Contact Email: callie.harvey@rmit.edu.au
Name and Contact Details of All Other Relevant Staff
Teacher: Inna Kazakevich
email:inna.kazakevich@rmit.edu.au
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 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
A range of learning activities are planned for this course including self-paced and collaborative classroom based activities.
The self-paced activities will be delivered thought various technology platforms and include your contribution to wikis and discussion threads, reflective journals, quizzes and interactive sessions.
The collaborative classroom based activities will include group discussion, group problem solving activities and opportunities to practice your skills in a simulated/real workplace environment.
We expect you to participate and contribute in all scheduled learning activities.
Teaching Schedule
Induction Session
Prior to training commencement a program level induction session will be conducted that comprises the following:
• Program oveiview and requirements
• MyRMIT/Canvas
• Oveiview of assessment requirements
• Pre-Training Review including:
o Recognition of Prior Learning and Credit Transfers of Assessment of current skills and knowledge
• Competency/Grading Criteria
• Plagiarism
• Appeals
• Extensions
• Feedback
• Privacy
• Submission requirements
• Re-submission policy
• Where to get support
• Student responsibilities.
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.
The Teaching Schedule for this course is attached to this document (Part B) but please note that it is subject to change.
Course Schedule Semester 1 -2019
Schedule: Develop and Use Complex Spreadsheets Semester 1: 2019 | ||||
Week |
Topic |
Readings and Activities |
Assessment |
Elements and Performance Criteria |
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Week 1 11/2/19 |
Introduction to the course including: · Course requirements and support documents/resources · Course Blackboard access · Accuracy of enrolment · Assessment requirements/Cover Sheets · Reminder re Plagiarism/Appeals · Extensions/Resubmissions · Feedback in this course · Getting help · Completing Hands-on Exercises Topic - Introduction to Complex Spreadsheets |
Read: Week 2 Learning materials information Complete exercises: Introduction Excel - Complete Activity 1 and Activity 2
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1.1 1.2 1.3 1.4 |
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Week 2 18/2/19 |
Topic 1 - Spreadsheet skills reviewed Topic 2 – Formula in Excel
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Read: Week 2 Learning materials information - Relative and Absolute cell references Book reading, Pages 1 -20
Complete exercises Consolidation Task 1 pg. 12 Consolidation Task 2 pg.14 Hands-on exercise 1,2 & 3 |
Portfolio of Complex Spreadsheets - Spreadsheet 1 Complete Spreadsheet 1 Due date:20/7/2018 |
1.1-1.4 2.1 – 2.4 4.1 4.3 |
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Week 3 25/3/19 |
Topic 2 – Formula in Excel Topic 3 – Functions in Excel
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Read: Week 3 Learning materials information - Book reading, Pages 21 - 27
Complete exercises: Consolidation Task 3 pg. 21 Consolidation Task 4 pg.22 Hands-on exercise 4 |
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1.1-1.4 2.1-2.4 4.1 4.3 4.5 |
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Week 4 4/3/19 |
Topic 3 – Functions in Excel Topic 4 – Using Statistical functions Topic 5 – Viewing and adjusting worksheets
|
Read: Week 3 Learning materials information - Book reading, Pages 28 - 42
Complete exercises: Hands-on exercises 5, 6,7,8,9,10,11 & 12 |
Portfolio of Complex Spreadsheets - Spreadsheet 2 Complete Consolidation Exercise 3, Page 21 DUE WEEK 4 |
1.1-1.4 2.1-2.4 4.1 4.3 4.5 |
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Week 5 11/3/19 |
Topic 6 - Using data and time function Topic 7 - Using logical functions Topic 8 – Creating and editing templates |
Read: Week 5 Learning materials information Week 6 Learning materials information
Book reading, Pages 43 - 58
Complete exercises: Hands-on exercise 13-19 Consolidation Exercise 5, Page 54 Consolidation Task 6, Pages 58-59 |
Portfolio of Complex Spreadsheets - Spreadsheet 3 Complete Consolidation Task 6, Pages 58-59 Due WEEK 5 |
1.1-1.4 2.1-2.4 3.3 4.1 4.3 4.4 4.5 |
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Week 6 18/3/19 |
Topic 9 - Using Lookup functions Topic 10 – Using maths functions
|
Read: Week 7 Learning materials information Book reading, Pages 60 - 68
Complete exercises: Hands-on exercises 20,21,22 & 23 Consolidation Task 7, Page 64 |
Portfolio of Complex Spreadsheets - Spreadsheet 4 Complete Consolidation Task 7, Page 64 Due WEEK 6 |
1.1-1.4 2.1-2.4 4.3 |
|
Week 7 25/3/19 |
Topic 11 – Charting and pictures in Excel Assessment Task 2 - introduction |
Read: Week 8 Learning materials information Book reading, Pages 69 - 83
Complete exercises: Hands-on exercises 24 -32 Consolidation Task 8, Page 83 |
Portfolio of Complex Spreadsheets - Spreadsheet 5 Consolidation Task 8, Page 83 WEEK 7 |
5.1-5.3 |
|
Week 8 1/4/19 |
Topic 12 – Using financial functions Topic 13 – Useful text functions
Working on Assessment task 2 Clients Cash Flow
|
Read: Week 9 Learning materials information Book reading, Pages 84 - 94
Complete exercises: Hands-on exercises 33, 34 & 35 |
Portfolio of Complex Spreadsheets - Spreadsheet 6 Complete Hands-on exercise 34, pages 89-90 WEEK 8 |
2.1-2.4 |
|
Week 9 8/4/19 |
Working on Assessment 2 Budget and Expense Report Superannuation Account
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1.1-5.3 |
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Week 10 15/4/19 |
Working on Assessment 2 Assets Allocation |
|
Submit Assessment – Workplace Simulated Project - Part A DuE WEEK 10 |
1.1-5.3 |
|
Week 11 29/4/19 |
Topic 14 – Working with data in tables Topic 15 – Creating PivotTables & Pivot Charts Topic 16 - Useful database functions
|
Read: Week 10 Learning materials information Book reading, Pages 95 - 113
Complete exercises: Hands-on exercises 36 - 44 |
|
2.1 – 2.4 4.1 4.2
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Week 12 6/5/19 |
Topic 17 – Importing and exporting data Topic 18 - Linking Excel data to other programs Topic 19 - Tools for summarising data |
Read: Week 11 & Week 12 Learning materials information Book reading, Pages 114 - 149 Complete exercises: Hands-on exercises 45 – 58 Consolidation Task 9, Page 121 Consolidation Task 10, Page 147 |
Portfolio of Complex Spreadsheets - Spreadsheet 7 Complete Consolidation Task 9, Page 121 Due date: WEEK 11 |
4.1-4.5
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|
Week 13 13/5/19 |
Topic 20 – Conditional formatting Topic 21 - Creating macros
|
Read: Week 13 Learning materials information Book reading, Pages 148 - 168 Complete exercises: Hands-on exercises 59 – 70 Consolidation Task 11, Page 169 |
Portfolio of Complex Spreadsheets - Spreadsheet 8 Complete Consolidation Task 11, Page 169 Due date: WEEK 12 |
2.1-2.4 3.1-3.3 |
|
Week 14 20/5/19 |
Working on Assessment Task- Workplace Simulated Project
|
|
Submit Assessment– Workplace Simulated Project- Part B Due date WEEK 13 |
3.1-3.3 5.1-5.3 |
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Week 15 27/5/19 |
Resubmissions and Feedback |
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Week 16 3/6/19 |
Resubmissions and Feedback |
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Learning Resources
Prescribed Texts
Develop & Use Complex Spreadsheets" Microsoft Excel 2013, Published by Tilde Publishing and Distribution. |
978-0-7346-0855-0 |
References
Other Resources
Prescribed Text Book
"Develop and Use Complex Spreadsheets", Microsoft Excel 2013, Tilde Publishing and Distribution.
ISBN: 978-0-7346-0855-0
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, 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 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
Assessment Task Descriptions
Overview of Assessment
You will demonstrate competency by undertaking two assessments, a portfolio and a workplace simulated project. The assessments for this course have been designed to allow you to apply your learning to particular workplace scenarios and demonstrate your competence in a variety of ways.
Critical Aspects of assessment are described above in the performance evidence for this course.
Task 1 – Portfolio of Activities - Due Dates below
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, Microsoft Excel 2013”, Tilde skills, 2nd edition as resource for this assessment.
You will be given time in class to demonstrate your knowledge and skills in spreadsheets in areas including formulas, creating and editing templates, using lookup functions, charting and pictures, importing and exporting data, tools for summarising data and creating macros.
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.
You are required to complete ALL activities by the due date and submit them electronically via Canvas
You are required to complete a portfolio containing 8 spreadsheets by the due date and submit them electronically via Canvas.
SEE SCHEDULES FOR WEEKS DUE
Spreadsheet 1 -
Spreadsheet 2 -
Spreadsheet 3 -
Spreadsheet 4 -
Spreadsheet 5 -
Spreadsheet 6 -
Spreadsheet 7 -
Spreadsheet 8 -
Please refer to the Canvas shell / Assignments/ COSC6185C Develop and use complex spreadsheets Portfolio of Spreadsheets for detailed documentation relating to this Assessment.
Please note that you will receive the feedback no later than two weeks after submission of each task. If required, resubmission for this assessment is due by the end of week 16.
Task 2 – Workplace Simulated Project - Financial Planning Spreadsheets
For this assessment task you will design Excel spreadsheets based on the learning covered throughout the semester.
This assessment consists of the 2 parts.
Part A due date - Week 10
Part B- due date - Week 14
You will have access to a simulated client file which will incorporate financial planning advice in Superannuation by producing a financial planning spreadsheet that includes client cash flows, budget, income and expenditure reports, superannuation account and Asset Allocation variance reports. You are required to present data in the form of tables and various charts/graphs.
The purpose of the assessment is 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 the undertaking the concepts of superannuation to prepare financial planning documents for the simulated clients in Ms Excel workbook using various of Ms Excel functions and features.
Please refer to the Canvas shell / Assignments/ Assessment 2 - Workplace Simulated Project for detailed documentation relating to this Assessment.
You must successfully complete both assessments, Task 1 – Portfolio and Assessment2 - Workplace Simulated Project to be deemed competent.
Please note that you will receive the feedback no later than two weeks after submission of the each task. If required, resubmission for this assessment is due by the end of week 16.
Grading will be applied once you have been deemed competent for this competency.
Assessment Matrix
The assessment matrix that maps all the assessment is available on Canvas
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.
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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: https://www.rmit.edu.au/students/student-essentials/assessment-and-exams/assessment/extensions-of-time-for-submission-of-assessable-work 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 two working days after the assessment task deadline or scheduled examination. More Information:https://www.rmit.edu.au/students/student-essentials/assessment-and-exams/assessment/special-consideration Resubmissions (VET Programs): Resubmissions (VE Programs): If you are found to be unsuccessful in a particular Course Assessment Task (or you do not submit/attend) 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. Grading & re-submissions Successful re-submissions will contribute a CAG only (Competency Achieved Grading) result to your overall grade for the course. 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:
Marking Guide (Competency):
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.
Marking Guide (Grading)
After achieving competency we then grade your performance in the unit and you will achieve one of the following grades: Final Grades table: | |||
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CHD |
Competent with High Distinction |
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CDI |
Competent with Distinction |
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CC |
Competent with Credit |
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CAG |
Competency Achieved – Graded |
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CA |
Competency Achieved – Not Graded |
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NYC |
Not Yet Competent |
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DNS |
Did Not Submit for assessment |
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Course Overview: Access Course Overview