Course Title: Design and produce complex spread sheets

Part B: Course Detail

Teaching Period: Term2 2021

Course Code: COSC6241C

Course Title: Design and produce complex spread sheets

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:

Name and Contact Details of All Other Relevant Staff

Sana Mahajan

Mandeep Kaur 

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


Course Description

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

The unit 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:

BSBTEC402 Design and produce complex spread sheets


1. Prepare and plan 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 requirements of data entry, storage, output, reporting and presentation requirements 1.4 Apply work organisation strategies and energy and resource conservation techniques


2. Develop a linked spreadsheet solution

Performance Criteria:

2.1 Use spreadsheet design software functions and formulae to meet identified requirements 2.2 Link spreadsheets according to software procedures 2.3 Format cells and use data attributes assigned with cell references, according to task requirements 2.4 Test formulae to confirm output meets task requirements


3. Automate and standardise spreadsheet operation

Performance Criteria:

3.1 Evaluate and identify tasks requiring automation 3.2 Create, use and edit macros to fulfil requirements of task and automate spreadsheet operation 3.3 Develop, edit and use templates and ensure consistency of design and layout according to task requirements


4. Use spreadsheets

Performance Criteria:

4.1 Enter, check and amend data according to organisational and task requirements 4.2 Import and export data between compatible spreadsheets and adjust documents, according to software and organisational procedures 4.3 Use help function to overcome problems with spreadsheet design and production 4.4 Preview, adjust and prepare spreadsheet in accordance with organisational and task requirements


5. Represent numerical data in graphic form and store spreadsheet

Performance Criteria:

5.1 Determine style of graph to meet specified requirements and manipulate spreadsheet data, where required 5.2 Create graphs with labels and titles from numerical data contained in a spreadsheet file 5.3 Name and store spreadsheet in accordance with organisational requirements and exit application

Learning Outcomes

Details of Learning Activities

Welcome to the 'Financial Management' cluster. The units in this cluster form part of the Nationally accredited qualification, Diploma of Accounting (FNS50217) and are typically delivered in a blended mode.

This cluster comprises the following units of competency: 

FNSACC511 - Provide financial and business performance Information

BSBTEC402 - Design and produce complex spreadsheets

This cluster of units 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. You will be using spreadsheets extensively in this course and your assessment will cover all requirements of both of the above units. 

Teaching Schedule

Here is the course summary of the unit. It is just to give 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

Here is the course summary for this cluster of units referred to as 'Financial Management. It provides detailed information about the weekly delivery and progress of the unit.  It provides 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: 



Readings and Activities


Week 1


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 resubmission requirements

·         Getting help

·         Introduction to the course

-         Introduction to EXCEL Part I

Read pre-class content

Week 2

Financial Management /Major Sources of Finance

Ergonomics and Sustainability

Chapter 1 & 2 

Complete Review Questions for both Chapters


Week 3

Business Risk

Chapter 3 

Complete Review Questions for this Chapter 


Week 4

Business Mathematics

Business Mathematics using EXCEL

Chapter 4

Complete Review Questions for this Chapter 


Week 5

Management of Working Capital


Chapter 5 

Complete Review Questions for this Chapter 


Week 6

Financial Ratios

Financial Ratios using EXCEL

Chapter 6

Complete review Questions for this Chapter

Week 7

Business Analysis

Chapter 7 

Complete Review Questions for this Chapter 

 Assessment Task 2  - Release 

Week 8

Financial Ratios and Business Analysis- Continuation

Chapter 6 and 7

Assessment Task 3 - Release


Mid-semester break



Week 9

Weighted Average Cost of Capital


Chapter 8 

Complete Review Questions for this Chapter 

Week 10

Dividend Policy / Business Plans

Chapters 9 & 10 

Complete Review Questions for both Chapters

Week 11

Task 1 - Knowledge-based test

This assessment will take place in Week 10
(in-class under supervision of the assessor)

Assessment Task 1

Spreadsheet Software and
Complex Documents/Financial management

Week 12

Capital Budgeting

Capital Budgeting using EXCEL

Chapter 11

Complete Review Questions for this Chapter

Assessment Task 2 is due by the end of Week 12, Sunday 11:59 pm. 

Week 13 

Revision for Assessment 3

Chapter’s 1- 11 - Provide Financial & Business Performance Information 

Assessment Task 2

Role-play observations

Week 14

Working on Assessment Task 3


Assessment Task 3

Role-play observations

Assessment Task 3 is due by the end of Week 14, Sunday at 11:59 pm

Week 15

Role-play observation/Submissions

Assessment Task 3

Role-play observations

Week 16 

Resits and Resubmissions


Resits and Resubmissions

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

Learning Resources

Prescribed Texts

Develop & Use Complex Spreadsheets



Other Resources

Suggested texts:

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

The candidate must demonstrate the ability to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including evidence of the ability to:

  • on at least two occasions, prepare, develop, and use a complex spreadsheet.

In the course of the above, the candidate must:

  • follow organisational and safe work practices
  • adhere to organisational requirements for:
  • ensuring consistency of style, design and layout
  • saving and publishing 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.

Knowledge Evidence

The candidate must be able to demonstrate knowledge to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including knowledge of:

  • advanced functions of spreadsheet software applications
  • key aspects of formatting and design on presentation and readability of data
  • organisational requirements for ergonomics, work periods and breaks, and conservation techniques
  • key aspects of organisational policies and procedures
  • key methods to test formulae.

Assessment Conditions

Skills in this unit must be demonstrated in a workplace or simulated environment where the conditions are typical of those in a working environment in this industry.

This includes access to:

  • relevant organisational policies and procedures
  • workplace documentation and resources
  • industry software packages and user instructions.

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


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 this course. 

Assessment Tasks


The unit will have three (3) assessment tasks. In order for students to be competent in this unit/cluster, all three assessments must be completed satisfactorily. 

Assessment Task 1 (Week 11)

This is a knowledge-based assessment is to be completed individually in your own time. It will be based on topics covering Financial Management and Microsoft Excel knowledge.

Assessment Task 2 (Week 12)

This task (Analysing data to prepare advice) will be completed out of class, and will consist of a series of case studies and short activities.  

Assessment Task 3 (Week 14)

This assessment requires that students demonstrate financial management skills and knowledge using evidence generated by students in the form of case studies, presentations and reports that will incorporate the use of spreadsheeting applications. 

Further details will be provided by your teacher. 

The Teacher or Course Coordinator may at any time ask you to demonstrate and/or reproduce assessment tasks to validate their authenticity. 

Assessment Matrix

The assessment matrix that maps all the assessment is available on CANVAS under Assignments.

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

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 a footer with your name, student number, the title of the assessment, unit code, and title and page numbers.

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:

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 five working days after the assessment task deadline or scheduled examination.

More Information:


Re-submissions (VE Programs):

If you are found to be unsuccessful (Not satisfactory/Unsatisfactory) in a Course Assessment Task 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.


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:




Final Results

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. The following grades are available for this course:

CA Competency Achieved

NYC Not Yet Competent

DNS Did Not Submit for Assessment

Course Overview: Access Course Overview