Unit of competency Outline
Date retreived
23/07/2026 7:49 AM AWST
23/07/2026 7:49 AM 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.
Create and use spreadsheets
Create and use spreadsheets
Unit of competency
National Code
BSBITU202A
BSBITU202A
State Code
D0782
D0782
TGA Status
Replaced
Replaced
DTWD Status
Replaced
Replaced
State Implementation and Classification
Approved Date
31/07/2014
Field of Education
080905 - Practical Computing Skills
Original Release Date
31/07/2014
Nominal Hours
20
Description
This unit describes the performance outcomes, skills and knowledge required to correctly create and use spreadsheets and charts through the use of spreadsheet software.No licensing, legislative, regulatory or certification requirements apply to this unit at the time of endorsement.
Notes
Elements and Performance Criteria
1. Select and prepare resources
- 1.1. Adjust workspace, furniture and equipment to suit user ergonomic, work organisation and occupational health and safety (OHS) requirements
- 1.2. Use energy and resource conservation techniques to minimise wastage in accordance with organisational and statutory requirements
- 1.3. Identify spreadsheet task requirements and clarify with relevant personnel as required
2. Create simple spreadsheets
- 2.1. Ensure data is entered, checked and amended in accordance with organisational and task requirements, to maintain consistency of design and layout
- 2.2. Format spreadsheet using software functions, to adjust page and cell layout to meet information requirements, in accordance with organisational style and presentation requirements
- 2.3. Ensure formulae are used and tested to confirm output meets task requirements, in consultation with appropriate personnel as required
- 2.4. Use manuals, user documentation and online help to overcome problems with spreadsheet design and production
3. Produce simple charts
- 3.1. Select chart type and design that enables valid representation of numerical data and meets organisational and task requirements
- 3.2. Create chart using appropriate data range in the spreadsheet
- 3.3. Modify chart type and layout using formatting features
4. Finalise spreadsheets
- 4.1. Ensure spreadsheet and any accompanying charts are previewed, adjusted and printed in accordance with organisational and task requirements
- 4.2. Ensure data input meets designated time lines and organisational requirements for speed and accuracy
- 4.3. Name and store spreadsheet in accordance with organisational requirements and exit the application without data loss/damage
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 requirements may include:
exercise breaks
mix of repetitive and other activities
rest periods
Conservation techniques may include:
double-sided paper use
recycling used and shredded paper
re-using paper for rough drafts (observing confidentiality requirements)
utilising power-save options for equipment
Spreadsheet task requirements may include:
data entry
output
presentation
storage
Data may include:
numbers
text
Checking may include:
accuracy of data
accuracy of formulae with calculator
ensuring instructions with regard to content and format have been followed
proofreading
spelling, electronically and manually
Formatting may include:
alignment on page
efficiency of formulae
enhancements to format - borders, patterns and colours
enhancements to text
headers/footers
use of absolute and relative cell addresses
use of cell addresses in formulae
Software functions may include:
adding/deleting columns/rows
formatting cells
formatting text
headers/footers
sizing columns/rows
Formulae may include:
absolute cell referencing and/or mixed references
average
division
maximum
minimum
multiplication
subtraction
sum
combinations of above
Chart types may include:
area
bar
column
exploded pie
line
pie and 3-D pie
scatter/bubble
stacked/multiple bar
stacked, 3-D column
Features may include:
axes
axis title
borders
chart title
colours
data labels
data tables
fills
gridlines
legend
lines
patterns
Printing may include:
fit on one page
fit specific number of pages
with formulae
with values
Designated time lines may include:
organisational time line e.g. financial requirements
time line agreed with internal/external client
time line agreed with supervisor/person requiring spreadsheet
Storing data may include:
authorised access
filing locations
organisational policy for backing up files
organisational policy for filing hard copies of spreadsheets
security
storage in electronic folders/sub-folders
storage on CD-ROM, zip drives, USB memory
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 requirements may include:
exercise breaks
mix of repetitive and other activities
rest periods
Conservation techniques may include:
double-sided paper use
recycling used and shredded paper
re-using paper for rough drafts (observing confidentiality requirements)
utilising power-save options for equipment
Spreadsheet task requirements may include:
data entry
output
presentation
storage
Data may include:
numbers
text
Checking may include:
accuracy of data
accuracy of formulae with calculator
ensuring instructions with regard to content and format have been followed
proofreading
spelling, electronically and manually
Formatting may include:
alignment on page
efficiency of formulae
enhancements to format - borders, patterns and colours
enhancements to text
headers/footers
use of absolute and relative cell addresses
use of cell addresses in formulae
Software functions may include:
adding/deleting columns/rows
formatting cells
formatting text
headers/footers
sizing columns/rows
Formulae may include:
absolute cell referencing and/or mixed references
average
division
maximum
minimum
multiplication
subtraction
sum
combinations of above
Chart types may include:
area
bar
column
exploded pie
line
pie and 3-D pie
scatter/bubble
stacked/multiple bar
stacked, 3-D column
Features may include:
axes
axis title
borders
chart title
colours
data labels
data tables
fills
gridlines
legend
lines
patterns
Printing may include:
fit on one page
fit specific number of pages
with formulae
with values
Designated time lines may include:
organisational time line e.g. financial requirements
time line agreed with internal/external client
time line agreed with supervisor/person requiring spreadsheet
Storing data may include:
authorised access
filing locations
organisational policy for backing up files
organisational policy for filing hard copies of spreadsheets
security
storage in electronic folders/sub-folders
storage on CD-ROM, zip drives, USB memory
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:
designing a minimum of two spreadsheets
using cell-based formulae
creating charts using relevant data
knowledge of purpose and range of use of spreadsheet functions.
Context of and specific resources for assessment
Assessment must ensure:
access to an actual workplace or simulated environment
access to office equipment and resources
access to examples of spreadsheets and simple formulae.
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 final spreadsheets
analysis of responses to case studies and scenarios
demonstration of techniques
oral or written questioning to assess knowledge of spreadsheet software functions.
Guidance information for assessment
Holistic assessment with other units relevant to the industry sector, workplace and job role is recommended, for example:
general administration units
other IT use 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:
designing a minimum of two spreadsheets
using cell-based formulae
creating charts using relevant data
knowledge of purpose and range of use of spreadsheet functions.
Context of and specific resources for assessment
Assessment must ensure:
access to an actual workplace or simulated environment
access to office equipment and resources
access to examples of spreadsheets and simple formulae.
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 final spreadsheets
analysis of responses to case studies and scenarios
demonstration of techniques
oral or written questioning to assess knowledge of spreadsheet software functions.
Guidance information for assessment
Holistic assessment with other units relevant to the industry sector, workplace and job role is recommended, for example:
general administration units
other IT use units.
Replaces
| State Code | National Code | Title | Type |
|---|---|---|---|
| C3534 | BSBCMN214A | Create and use simple spreadsheets | Unit of competency |
Replaced By
| State Code | National Code | Title | Type |
|---|---|---|---|
| AUI53 | BSBITU202 | Create and use spreadsheets | Unit of competency |