Unit of competency Outline
Date retreived
22/07/2026 12:16 PM AWST
22/07/2026 12:16 PM AWST
Whilst all efforts are made to provide accurate and timely information from the relevant source/documentation, please be aware that the information supplied may not be the most current version. The accuracy of the detail has not been confirmed by the Department and therefore should not be relied upon without first confirming the contents.
Develop and use complex spreadsheets
Develop and use complex spreadsheets
Unit of competency
National Code
BSBITU402A
BSBITU402A
State Code
D0793
D0793
TGA Status
Replaced
Replaced
DTWD Status
Replaced
Replaced
State Implementation and Classification
Approved Date
29/07/2014
Field of Education
080905 - Practical Computing Skills
Original Release Date
29/07/2014
Nominal Hours
60
Description
This unit describes the performance outcomes, skills and knowledge required to use spreadsheet software to complete business tasks and to produce complex documents.No licensing, legislative, regulatory or certification requirements apply to this unit at the time of endorsement.
Notes
Elements and Performance Criteria
1. Prepare to develop spreadsheet
- 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 in relation to data entry, storage, output, reporting and presentation requirements
- 1.4. Apply work organisation strategies and energy and resource conservation techniques to plan work activities
2. Develop a linked spreadsheet solution
- 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 the task specifications
- 2.4. Test formulae to confirm output meets task requirements
3. Automate and standardise spreadsheet operation
- 3.1. Evaluate tasks to identify those where automation would increase efficiency
- 3.2. Create, use and edit macros to fulfil the requirements of the 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
4. Use spreadsheets
- 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 the application without data loss or damage
5. Represent numerical data in graphic form
- 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 time lines
RANGE STATEMENT
The range statement relates to the unit of competency as a whole. It allows for different work environments and situations that may affect performance. Bold italicised wording, if used in the performance criteria, is detailed below. Essential operating conditions that may be present with training and assessment (depending on the work situation, needs of the candidate, accessibility of the item, and local industry and regional contexts) may also be included.
Ergonomic requirements may include:
avoiding radiation from computer screens
chair height, seat and back adjustment
document holder
footrest
keyboard and mouse position
lighting
noise minimisation
posture
screen position
workstation height and layout
Work organisation strategies may include:
exercise breaks
mix of repetitive and other activities
rest periods
Energy and resource conservation techniques may include:
double-sided paper use
recycling used and shredded paper
re-using paper for rough drafts (observing confidentiality requirements)
using power-save options for equipment
Spreadsheet design may include:
analysis
appropriateness
avoidance of blank rows and columns
embedding cell references in formulae
formulae
formatting and reformatting
functions
headers and footers
headings
headings and labels
identification and parameters
import and export of data
labels
linked formulae
multi-page documents
pivot tables
relative and absolute cell references
split screen operation
Functions may include:
basic financial functions (if available)
date functions
logical functions (lookup, if, choose, true, false, conditions)
mathematical functions (square root, integer, absolute value, round)
simple nested functions
statistical functions (standard deviation, count, maximum, minimum)
Formulae may include:
addition
average
comparison
division
exponentiation
multiplication
percentage
subtraction
combinations of above
Macros may include:
printing sections of a spreadsheet
Templates may include:
font types and sizes
forms
headers and footers
headings
page formats
reports
Importing and exporting data may include:
proofreading
reformatting
split screen (if available)
Printing may include:
charts
entire workbooks
selected data within a worksheet
worksheets
Naming and storing spreadsheets may include:
authorised access
file naming conventions
filing locations
organisational policy for backing up files
organisational policy for filing hard copies of spreadsheets
security
storage in folders and sub-folders
storage on disk drives, CD-ROM, USB, tape back-up, server
Graphs may include:
bar
line
pie
scatter
stack
3D
Creating graphs may include:
data range
keys and legends
labels and titles
naming
sizing (if possible)
using graph menu
X and Y axis
The range statement relates to the unit of competency as a whole. It allows for different work environments and situations that may affect performance. Bold italicised wording, if used in the performance criteria, is detailed below. Essential operating conditions that may be present with training and assessment (depending on the work situation, needs of the candidate, accessibility of the item, and local industry and regional contexts) may also be included.
Ergonomic requirements may include:
avoiding radiation from computer screens
chair height, seat and back adjustment
document holder
footrest
keyboard and mouse position
lighting
noise minimisation
posture
screen position
workstation height and layout
Work organisation strategies may include:
exercise breaks
mix of repetitive and other activities
rest periods
Energy and resource conservation techniques may include:
double-sided paper use
recycling used and shredded paper
re-using paper for rough drafts (observing confidentiality requirements)
using power-save options for equipment
Spreadsheet design may include:
analysis
appropriateness
avoidance of blank rows and columns
embedding cell references in formulae
formulae
formatting and reformatting
functions
headers and footers
headings
headings and labels
identification and parameters
import and export of data
labels
linked formulae
multi-page documents
pivot tables
relative and absolute cell references
split screen operation
Functions may include:
basic financial functions (if available)
date functions
logical functions (lookup, if, choose, true, false, conditions)
mathematical functions (square root, integer, absolute value, round)
simple nested functions
statistical functions (standard deviation, count, maximum, minimum)
Formulae may include:
addition
average
comparison
division
exponentiation
multiplication
percentage
subtraction
combinations of above
Macros may include:
printing sections of a spreadsheet
Templates may include:
font types and sizes
forms
headers and footers
headings
page formats
reports
Importing and exporting data may include:
proofreading
reformatting
split screen (if available)
Printing may include:
charts
entire workbooks
selected data within a worksheet
worksheets
Naming and storing spreadsheets may include:
authorised access
file naming conventions
filing locations
organisational policy for backing up files
organisational policy for filing hard copies of spreadsheets
security
storage in folders and sub-folders
storage on disk drives, CD-ROM, USB, tape back-up, server
Graphs may include:
bar
line
pie
scatter
stack
3D
Creating graphs may include:
data range
keys and legends
labels and titles
naming
sizing (if possible)
using graph menu
X and Y axis
EVIDENCE GUIDE
The Evidence Guide provides advice on assessment and must be read in conjunction with the performance criteria, required skills and knowledge, range statement and the Assessment Guidelines for the Training Package.
Overview of assessment
Critical aspects for assessment and evidence required to demonstrate competency in this unit
Evidence of the following is essential:
developing complex spreadsheets
developing graphical representations of data contained in spreadsheets.
Context of and specific resources for assessment
Assessment must ensure:
access to office equipment and software
access to samples of data for inclusion in spreadsheets.
Method of assessment
A range of assessment methods should be used to assess practical skills and knowledge. The following examples are appropriate for this unit:
direct questioning combined with review of portfolios of evidence and third party workplace reports of on-the-job performance by the candidate
review of authenticated documents from the workplace or training environment
demonstration of techniques.
Guidance information for assessment
Holistic assessment with other units relevant to the industry sector, workplace and job role is recommended, for example:
administration units
other information and communications technology units.
The Evidence Guide provides advice on assessment and must be read in conjunction with the performance criteria, required skills and knowledge, range statement and the Assessment Guidelines for the Training Package.
Overview of assessment
Critical aspects for assessment and evidence required to demonstrate competency in this unit
Evidence of the following is essential:
developing complex spreadsheets
developing graphical representations of data contained in spreadsheets.
Context of and specific resources for assessment
Assessment must ensure:
access to office equipment and software
access to samples of data for inclusion in spreadsheets.
Method of assessment
A range of assessment methods should be used to assess practical skills and knowledge. The following examples are appropriate for this unit:
direct questioning combined with review of portfolios of evidence and third party workplace reports of on-the-job performance by the candidate
review of authenticated documents from the workplace or training environment
demonstration of techniques.
Guidance information for assessment
Holistic assessment with other units relevant to the industry sector, workplace and job role is recommended, for example:
administration units
other information and communications technology units.
Replaces
| State Code | National Code | Title | Type |
|---|---|---|---|
| C3671 | BSBADM404A | Develop and use complex spreadsheets | Unit of competency |
Replaced By
| State Code | National Code | Title | Type |
|---|---|---|---|
| AUH20 | BSBITU402 | Develop and use complex spreadsheets | Unit of competency |