Application
This unit describes the skills and knowledge required to develop spreadsheets through the use of both cloud-based and non-cloud based spreadsheet applications.
It applies to individuals employed in a range of environments who tend to be personally responsible for designing and working with spreadsheets under minimal supervision. These individuals are generally required to have intermediate knowledge and understanding of a number of spreadsheet applications.
No licensing, legislative or certification requirements apply to this unit at the time of publication.
Elements and Performance Criteria
ELEMENT | PERFORMANCE CRITERIA |
Elements describe the essential outcomes. | Performance criteria describe the performance needed to demonstrate achievement of the element. |
1. Select and prepare resources | 1.1 Identify spreadsheet task purpose and audience 1.2 Identify task requirements in relation to data entry, storage, output, timeline and presentation format 1.3 Select most appropriate application to produce spreadsheet, in accordance with available resources and organisational policies |
2. Plan spreadsheet design | 2.1 Ensure spreadsheet design suits purpose, audience and information requirements of task 2.2 Ensure spreadsheet design enhances readability and appearance, and meets organisational and task requirements for style and layout 2.3 Use available application functions to ensure consistency of design and layout, adhering to organisational and task requirements |
3. Create spreadsheet | 3.1 Enter data, check and amend to maintain consistency of design and layout, in accordance with organisational and task requirements 3.2 Format spreadsheet using application 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 relevant help functions to overcome intermediate-level issues with spreadsheet design and production |
4. Produce intermediate-level charts | 4.1 Select chart type and design that that offers analysis of numerical data, and meets organisational and task requirements 4.2 Create charts using appropriate data range in spreadsheet 4.3 Modify chart type and layout using formatting features, adhering to organisational and task requirements |
5. Finalise and present spreadsheets | 5.1 Review and edit final spreadsheet and any accompanying charts, and prepare for delivery in accordance with task requirements 5.2 Deliver document to relevant audience within designated timelines and in accordance with organisational requirements for speed and accuracy 5.3 Name and store spreadsheet appropriately in accordance with organisational requirements and exit application without data loss/damage |
Foundation Skills
This section describes those language, literacy, numeracy and employment skills that are essential to performance but not explicit in the performance criteria.
Skill | Description |
Reading | Recognises and interprets numerical and textual information to determine organisational and task requirements |
Writing | Inputs numerical and key reporting information when creating and finalising spreadsheets and uses format, layout, style guides and standard naming conventions to organise data according to purpose and audience |
Oral Communication | Participates in exchange of information to determine whether formulae utilised produce result required |
Numeracy | Uses mathematical equations to create simple formulae and validate numerical data |
Navigate the world of work | Recognises and follows explicit and implicit protocols and meets expectations associated with own role |
Interact with others | Collaborates with others to achieve joint outcomes |
Get the work done | Uses advanced features within relevant digital applications to address routine and complex work tasks |
Sectors
Information and Communications Technology – IT Use