Course Title: Develop and use complex spreadsheets

Part B: Course Detail

Teaching Period: Term2 2019

Course Code: COSC6185C

Course Title: Develop and use complex spreadsheets

School: 650T Vocational Business Education

Campus: City Campus

Program: C5390 - Diploma of Accounting

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

Nurjis Sethi

Email: nurjis.sethi@rmit.edu.au

+61 3 9925 5701

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.

 

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

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

Welcome to the Financial Management unit. This unit is delivered in a cluster of two as part the Nationally accredited qualification Diploma of Accounting - FNS50217.

This course is delivered as face to face mode of delivery. It is a part of one year Diploma of accounting and is covered during the second semester of Diploma. 

The course consists of 2 units clustered together. They are part of a nationally accredited competency comprising of the following units: 

FNSACC511 - Provide financial and business performance Information

BSBITU402- Develop and use complex spreadsheets

This course works on building the skills and knowledge required to analyse and report on a broad range of financial and business performance information and encompasses assessing clients’ needs, analysing data and preparing advice. We will primarily be using spreadsheets in this course and you will be assessed on both the units. 

Teaching Schedule

Here is the course summary of the unit. It is just to give a detailed information about the weekly delivery and the progress of the unit.  It provides the information on:

• When classes will be held
• What learning materials and activities need to be completed; and,
• What assessments are due and when 

Course schedule

Week	Topics	Readings and Activities	Assessment	Unit(s) of Competency
Week 1 Week starting July 8th	Introduction to the course including: ·         Course requirements ·         Course support documents ·         Course Blackboard access ·         Accuracy of enrolment ·         Assessment requirements/Cover Sheets ·         Reminder re Plagiarism ·         Reminder re Appeals ·         Extensions/Resubmissions ·         Feedback in this course ·         Reminder re submission requirements ·         Getting help ·         Introduction to the course -         Introduction to EXCEL Part I			FNSACC511 BSBITU402
Week 2	Financial Management /Major Sources of Finance Ergonomics and Sustainability	Chapter 1 & 2  Complete Review Questions for both Chapters		FNSACC511 BSBITU402
Week 3	Business Risk	Chapter 3  Complete Review Questions for this Chapter		FNSACC511 BSBITU402
Week 4	Business Mathematics Business Mathematics using EXCEL	Chapter 4 Complete Review Questions for this Chapter		FNSACC511 BSBITU402
Week 5	Management of Working Capital EOQ using EXCEL	Chapter 5  Complete Review Questions for this Chapter	Portfolio (Quiz 1) covering topics week 1-4 Online Quiz to be completed IN CLASS supervised test	FNSACC511 BSBITU402
Week 6	Financial Ratios Financial Ratios using EXCEL	Chapter 6 Complete review Questions for this Chapter		FNSACC511 BSBITU402
Week 7	Business Analysis	Chapter 7  Complete Review Questions for this Chapter		FNSACC511 BSBITU402
Week 8	Catch-up week/ Revision
	Semester Break
Week 9	Financial Ratios and Business Analysis- Continuation	Chapter 6 and 7		FNSACC511 BSBITU402
Week 10	Weighted Average Cost of Capital WACC using EXCEL	Chapter 8  Complete Review Questions for this Chapter	Portfolio (Quiz 2) covering chapters 5-7 Online Quiz to be completed IN CLASS supervised test	FNSACC511 BSBITU402
Week 11	Dividend Policy / Business Plans	Chapters 9 & 10  Complete Review Questions for both Chapters		FNSACC511 BSBITU402
Week 12	Capital Budgeting Capital Budgeting using EXCEL	Chapter 11 Complete Review Questions for this Chapter	Assessment 2 Release	FNSACC511 BSBITU402
Week 13	Revision for Assessment 2	Chapter’s 1- 11 - Provide Financial & Business Performance Information		FNSACC511 BSBITU402
Week 14	Assessment 2		Assessment 2 – Major assessment and Presentation	FNSACC511 BSBITU402
Week 15	Resit and Resubmissions	Grading and Feedback		FNSACC511 BSBITU402
Week 16	Resit and Resubmissions	Resit and Resubmissions		FNSACC511 BSBITU402

 * Please note this schedule can be subject to change and you will be advised on CANVAS of any changes

 

Learning Resources

Prescribed Texts

References

Other Resources

Suggested text:

Provide Financial & Business Performance Information

by Richard Hughes & Godfrey Senaratne 7th Edition (July, 2018)

ISBN: 978-1-76073-010-9 

 

Microsoft Excel

Develop & Use Complex Spreadsheets

by Greg Pazmandy 3rd Edition (January, 2016)

ISBN: 978-1-876124-25-0 

 

Overview of Assessment

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.

 

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

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 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.

 

Assessors must satisfy NVR/AQTF assessor requirements.

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

The unit will have two assessments. In order for students to be competent, all the two assessments should be completed successfully. 

 

Assessment 1 : Portfolio of 2 quizzes.  Students need to demonstrate competence in both of these quizzes to be marked competent in Assessment 1. 

Quiz 1 is to be completed individually in week 5 in class supervised. It will be based on topics covered up to and including week 4. It consists of 20 questions to be completed in 90 minutes. 

Quiz 2 is to be completed individually in week 10 in class supervised. It will be based on topics covered from week 5 to week 8 (inclusive). It consists of 20 questions to be completed in 90 minutes. 

Assessment 2 : Major Assessment. This assessment is a detailed assessment where financial management concepts will get evidenced by the assignment report generated by students. This assessment will be due in week 14. You will also be assessed simultaneously on Spreadsheets applications. 

This is an individual assessment and students will be required to present their report in class individually. 

Further details will be provided by your teacher. 

 

*Please note

The Teacher or Course Coordinator may request anytime to ask students to demonstrate and/or reproduce assessments to validate authenticity. 

 

AND

 

Students must get competency in all the assessment tasks (parts) in order to obtain competency in this course.

 

Assessment Matrix

Other Information

All assessments will utilise a competency-based model and will be deemed with either a Satisfactory or Not Satisfactory outcome. 

Course Overview: Access Course Overview