Unit of competency Outline
Date retreived
23/07/2026 1:23 AM AWST
23/07/2026 1:23 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.
Produce spreadsheets
Produce spreadsheets
Unit of competency
National Code
BSBITU304A
BSBITU304A
State Code
D0787
D0787
TGA Status
Replaced
Replaced
DTWD Status
Replaced
Replaced
State Implementation and Classification
Approved Date
26/08/2014
Field of Education
080905 - Practical Computing Skills
Original Release Date
26/08/2014
Nominal Hours
25
Description
This unit describes the performance outcomes, skills and knowledge required to develop spreadsheets 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. Adhere to ergonomic, work organisation and occupational health and safety requirements
- 1.2. Use energy and resource conservation techniques to minimise wastage
- 1.3. Identify spreadsheet task requirements in relation to data entry, storage, output and presentation
2. Plan spreadsheet design
- 2.1. Ensure spreadsheet design suits the purpose, audience and information requirements of the task
- 2.2. Ensure spreadsheet design enhances readability and appearance, and meets organisational and task requirements for style and layout
- 2.3. Use style sheets and automatic functions to ensure consistency of design and layout
3. Create spreadsheet
- 3.1. Ensure data is entered, checked and amended to maintain consistency of design and layout, in accordance with organisational and task requirements
- 3.2. Format spreadsheet using software functions to adjust page and cell layout to meet information requirements, in accordance with organisational style and presentation requirements
- 3.3. Ensure formulae are tested and used to confirm output meets task requirements, in consultation with appropriate personnel as required
- 3.4. Use manuals, user documentation and online help to overcome problems with spreadsheet design and production
4. Produce simple charts
- 4.1. Select chart type and design that enables valid representation of numerical data, and meets organisational and task requirements
- 4.2. Create charts using appropriate data range in the spreadsheet
- 4.3. Modify chart type and layout using formatting features
5. Finalise spreadsheets
- 5.1. Preview, adjust and print spreadsheet and any accompanying charts, in accordance with task requirements
- 5.2. Ensure data input meets designated time lines and organisational requirements for speed and accuracy
- 5.3. 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
Occupational health and safety requirements may include:
inspections
organisational procedures regarding incidents, accidents, fire and emergencies
workplace meetings
workplace safety procedures
other consultative activities
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 design may include:
appropriateness to required tasks
basic analysis
charts
formatting and reformatting
formulae
functions
headers and footers
headings
headings and labels
identification and parameters
import and export of data
labels
macros
multi-page documents
split screen operation
Automatic functions may include:
auto date
auto correct
auto format
auto text
default settings
headers and footers
page numbering
styles
table headings
Consistency of design and layout may include:
borders
bullet/number lists
captions
consistency with other business documents
page numbers
spacings
typeface styles and point size
Data may include:
numbers
text
Checking data 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
using macros
utilising shortcuts
Formulae may include:
average
division
multiplication
percentage
subtraction
sum
combinations of above
Printing may include:
charts
entire workbooks
selected data within a worksheet
worksheets
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
Naming and storing spreadsheet 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 electronic folders/sub-folders
storage on CD-ROM, USB, tape back-up, server
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
Occupational health and safety requirements may include:
inspections
organisational procedures regarding incidents, accidents, fire and emergencies
workplace meetings
workplace safety procedures
other consultative activities
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 design may include:
appropriateness to required tasks
basic analysis
charts
formatting and reformatting
formulae
functions
headers and footers
headings
headings and labels
identification and parameters
import and export of data
labels
macros
multi-page documents
split screen operation
Automatic functions may include:
auto date
auto correct
auto format
auto text
default settings
headers and footers
page numbering
styles
table headings
Consistency of design and layout may include:
borders
bullet/number lists
captions
consistency with other business documents
page numbers
spacings
typeface styles and point size
Data may include:
numbers
text
Checking data 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
using macros
utilising shortcuts
Formulae may include:
average
division
multiplication
percentage
subtraction
sum
combinations of above
Printing may include:
charts
entire workbooks
selected data within a worksheet
worksheets
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
Naming and storing spreadsheet 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 electronic folders/sub-folders
storage on CD-ROM, USB, tape back-up, server
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 spreadsheets that address a range of data and organisational requirements
using software functions, graphics and support materials to create spreadsheets
knowledge of formatting requirements of workplace documents.
Context of and specific resources for assessment
Assessment must ensure:
access to office equipment and resources
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 energy and resource conservation techniques used to minimise wastage
demonstration of techniques
oral or written questioning to assess knowledge of spreadsheet software functions
review of spreadsheets produced.
Guidance information for assessment
Holistic assessment with other units relevant to the industry sector, workplace and job role is recommended, for example:
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 spreadsheets that address a range of data and organisational requirements
using software functions, graphics and support materials to create spreadsheets
knowledge of formatting requirements of workplace documents.
Context of and specific resources for assessment
Assessment must ensure:
access to office equipment and resources
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 energy and resource conservation techniques used to minimise wastage
demonstration of techniques
oral or written questioning to assess knowledge of spreadsheet software functions
review of spreadsheets produced.
Guidance information for assessment
Holistic assessment with other units relevant to the industry sector, workplace and job role is recommended, for example:
other IT use units.
Replaced By
| State Code | National Code | Title | Type |
|---|---|---|---|
| AUL91 | BSBITU304 | Produce spreadsheets | Unit of competency |