Create and Use Spreadsheets (Excel 2013)
This workbook supports BSBITU202A Create and Use Spreadsheets in the BSB07 Business Services Training
Package.
© Millbank Investments Ltd, NZ, June 2015
The Software Publications writing team
ISBN 978-1-922241-16-0
Disclaimer
All rights reserved. No part of this publication may be reproduced or transmitted in any form or by any means,
electronic or mechanical, including photocopying, scanning, recording, or any information storage and retrieval
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omissions. Neither is any liability assumed for damages resulting from the use of the information contained
herein.
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Unit 3
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Published and printed in Australia
BSBITU202A Create and use spreadsheets
Unit descriptor
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.
Application of unit
This unit applies to individuals who perform a range of routine
tasks in the workplace using a limited range of practical skills
and fundamental knowledge of creating spreadsheets in a
defined context under direct supervision or with limited
individual responsibility.
Employability skills
This unit contains employability skills.
Prerequisites
There are no prerequisites for this unit.
Element
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
Software
Publications WHS
(included in
exercise file
download)
1.2
Use energy and resource conservation techniques to minimise
wastage in accordance with organisational and statutory
requirements
Software
Publications WHS
(included in
exercise file
download)
1.3
Identify spreadsheet task requirements and clarify with relevant
personnel as required
19–21, 105–106
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
21–30, 48–51, 64–
70
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
25–27, 35–44, 52–
54, 91, 95–98
2.3
Ensure formulae are used and tested to confirm output meets
task requirements, in consultation with appropriate personnel as
required
11, 28, 33–34, 59,
61–70
2.4
Use manuals, user documentation and online help to overcome
problems with spreadsheet design and production
71–72
© Millbank Investments Ltd, 2013
Page Reference
Study Guide BSBITU202A
i
Element
Performance Criteria
Page Reference
3
Produce simple charts
3.1
Select chart type and design that enables valid representation of
numerical data and meets organisational and task requirements
74–76
3.2
Create chart using appropriate data range in the spreadsheet
78, 81, 84
3.3
Modify chart type and layout using formatting features
78–84
4
Finalise spreadsheets
4.1
Ensure spreadsheet and any accompanying charts are
previewed, adjusted and printed in accordance with
organisational and task requirements
31, 44–47, 51, 69,
83
4.2
Ensure data input meets designated time lines and
organisational requirements for speed and accuracy
xi, Practice
Assessments
4.3
Name and store spreadsheet in accordance with organisational
requirements and exit the application without data loss/damage
vii–x, xii–xiii, xv,
35, 101–103
Required Skills and Knowledge
This section describes the skills and knowledge required for this unit.
Required skills
•
communication skills to clarify requirements of spreadsheet
•
editing and proofreading skills to check own work for accuracy
•
keyboarding skills to enter text and numerical data
•
literacy skills to read and understand organisation's procedures, and to use basic models to
produce a range of spreadsheets
•
numeracy skills to create and use spreadsheet formulae.
Required knowledge
•
formatting of workplace documents
•
organisational requirements for ergonomic standards, work periods and breaks, and
conservation techniques
•
organisational guidelines on spreadsheet manipulation and processing
•
purpose and range of use of spreadsheet functions.
ii
Study Guide BSBITU202A
© Millbank Investments Ltd, 2013
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.
Variable
Scope
Ergonomic
requirements may
include:
avoiding radiation from computer screens
Page References
chair height, seat and back adjustment
document holder
footrest
keyboard and mouse position
lighting
noise minimisation
posture
Software Publications
WHS
screen position
(included in exercise file
download)
workstation height and layout
Work organisation
requirements may
include:
Conservation
requirements may
include:
exercise breaks
mix of repetitive and other activities
rest periods
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
19–21
presentation
storage
Data may include:
numbers
Throughout workbook
text
Checking may
include:
Formatting may
include:
accuracy of data
64–70
accuracy of formulae with calculator
64
ensuring instructions with regard to content and
format have been followed
Throughout workbook
proofreading
49
spelling, electronically and manually
48
alignment on page
n/a
efficiency of formulae
n/a
enhancements to format - borders, patterns
and colours
38–40
enhancements to text
30, 35–37
headers/footers
95–97
use of absolute and relative cell addresses
91
use of cell addresses in formulae
Throughout workbook
© Millbank Investments Ltd, 2013
Study Guide BSBITU202A
iii
Variable
Scope
Page References
Software functions
may include:
adding/deleting columns/rows
52–54
formatting cells
38–40
formatting text
35–37
headers/footers
95–97
sizing columns/rows
25–27
absolute cell referencing and/or mixed
references
91
average
61
division
33, 93
maximum
62
minimum
62
multiplication
33
subtraction
33
sum
28, 61
combinations of above
Throughout workbook
area
75
bar
74
column
74, 78
exploded pie
82
line
75
pie and 3-D pie
76, 81–82
scatter/bubble
76
stacked/multiple bar
n/a
stacked, 3-D column
n/a
axes
80
axis title
80
borders
n/a
chart title
80
colours
79, 84
data labels
82
data tables
n/a
fills
84
gridlines
n/a
legend
80
lines
n/a
patterns
n/a
fit on one page
45
fit specific number of pages
n/a
with formulae
69
with values
31, 46, 83
Formulae may
include:
Chart types may
include:
Features may include:
Printing may include:
Designated time lines
may include:
organisational time line e.g. financial
requirements
time line agreed with internal/external client
xi, Practice Assessments
time line agreed with supervisor/person
requiring spreadsheet
iv
Study Guide BSBITU202A
© Millbank Investments Ltd, 2013
Variable
Scope
Page References
Storing data may
include:
authorised access
xiii
filing locations
viii–ix
organisational policy for backing up files
xii xiii
organisational policy for filing hard copies of
spreadsheets
xv
security
101–103
storage in electronic folders/sub-folders
Throughout workbook
storage on CD-ROM, zip drives, USB memory
101
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.
Critical aspects for
assessment and evidence
required to demonstrate
competency in this unit
Context of and specific
resources for assessment
Method of assessment
Guidance information for
assessment
© Millbank Investments Ltd, 2013
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.
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.
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.
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.
Study Guide BSBITU202A
v
Employability Skills Mapping
Employability Skills for BSB20112: Certificate II in Business
Employability Skill Industry/enterprise requirements
for this qualification include
Communication
• communicating verbally with
clients and colleagues
• drafting routine correspondence
that meets the organisational
standards of style, format and
accuracy
Teamwork
How this Employability Skill is
covered
Page 19 describes organisational
requirements of documents
A range of spreadsheets, with a
variety of organisational uses, are
created
In the practice assessment
pages 104–108 the learner is required
to plan and create a spreadsheet
using organisational standards
• working in a team environment to The practice assessment requires a
role play with team members on page
promote team commitment and
108.
cooperation
Problem solving
• choosing appropriate methods
for communication and
transferring information
• dealing with client enquiries and
complaints
In several exercises throughout the
book the learner is expected to select
formatting appropriate for the
spreadsheet (including Task 2 of the
Practice Assessment on page 105).
Initiative and
enterprise
• raising occupational health and
safety issues with designated
personnel
Planning and
organising
• planning and organising own
work schedule for the day
• planning the layout of simple
documents using appropriate
software
Self management
• dealing sensitively with client
needs and cultural, family and
individual differences
• obtaining feedback on work
performance and identifying
opportunities for improvement
Software Publications WHS
(included in exercise file download)
Page 104 of the practice assessment
contains an exercise about
communicating WHS issues.
Page xi covers organising and
prioritising work
Page 20 covers planning spreadsheet
layouts
The practice assessment is given a
time limit
The final practice assessment,
pages 104–108, contains time
management as well as planning the
layout of a spreadsheet
The final practice assessment on page
108 requires feedback to be gathered
and any recommended changes
implemented.
Learning
• encouraging, acknowledging
and acting on constructive
feedback from team members
• using manuals, training
booklets and online help to
overcome difficulties
Technology
• selecting, maintaining and
using business technology
appropriate to the task
vi
Study Guide BSBITU202A
In the practice assessment,
pages 104–108, the learner must
perform online research or talk to
colleagues to learn how to complete a
task
Also in the practice assessment,
feedback is sought from both the
supervisor and a team member
The whole book requires the learner to
operate a PC running a Windows
operating system and the Microsoft
Excel 2013 application
© Millbank Investments Ltd, 2013
File Management
File management refers to the organising of files stored on your computer. Files should be
organised in a logical manner to ensure they can be located quickly and easily.
Folders, Files and Storage
The drives, folders and files on your computer form a hierarchical structure. At the top layer are
the drives including the hard drive, removable drives and any network drives you have access to.
It may help to think about your computer as a filing cabinet, with each drawer in the cabinet
corresponding to a physical drive.
Each computer drive contains folders. Computer folders are virtual storage locations. They can
contain other folders (called subfolders) and files. Files are the actual documents you work on
such as a word processed document.
This folder structure is sometimes referred to as a directory tree.
Hard drive
(the root)
Personal
Accounts
Clients
Databases
Letters
What is the Root?
The root is the top level of a directory tree. For example, if you save a file directly onto the hard
disk (rather than in a folder) that file is stored in the root. Similarly you can save a file to the root
of a USB memory stick, rather than in a folder.
vi
OFFICE PROCEDURES
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File Explorer
File Explorer is a file management program included in Windows 8.1, designed to help you
manage your files, folders and drives.
Starting File Explorer
The File Explorer button
program.
is usually pinned to the Taskbar. Click on this once to launch the
If this icon is not displayed on your Taskbar:
1
Display the Start screen.
2
Type: File Explorer.
3
Click on
.
The File Explorer Screen
Folders and drives are displayed on the left (in the Navigation pane) and folders and files on the
right (in the Details pane).
Ribbon tabs
Navigation pane
© Millbank Investments Ltd, 2013
Details pane
OFFICE PROCEDURES
vii
File Explorer Ribbon
The File Explorer window has a Ribbon at the top.
By default, the main part of the Ribbon is hidden; it drops down when you click on a tab. For
example, clicking on the Home tab displays the Home Ribbon.
Navigation Pane
The Navigation Pane provides access to all the drives, folders and network places that make up
your computer system. Click on a drive or folder in the Navigation Pane to display the content in
the Details pane.
Favourites
Favourite drives are listed at the top of the Navigation Pane. These provide
quick links to useful locations. An example is shown below; your Favourites
might be different.
OneDrive
The OneDrive
is a virtual storage device, available if you have a Microsoft account.
Homegroup
If your computer is part of a Homegroup (a small network) the users will be
listed under Homegroup in the Navigation Pane.
This PC
This PC lists the main folders and drives that form the basis of the storage space on the computer.
Main storage folders
Hard drive/Local Disk
CD/DVD/Blu-Ray drive
USB memory stick
Note
The letters and names applied to each drive may vary.
The CD/DVD/Blu-ray drive may not display in the Navigation Pane until a disc is inserted.
Network Locations
If you have access to a network drive, it will be listed under
viii
OFFICE PROCEDURES
in the Navigation Pane.
© Millbank Investments Ltd, 2013
Moving Data
Data can be moved within a worksheet to alter the layout. When data is moved (cut), it is
removed from the original location and placed into another area of the workbook or worksheet.
Moving Data using the Clipboard
The tools used to copy and move data are found in the Clipboard Group on the Home Ribbon.
Exercise 73
Ctrl X
1
In a new workbook create the following worksheet.
2
Select cells D5 to D13. Type: =B5-C5
3
Press Ctrl Enter. This method allows you to enter a formula and copy it into selected cells at
one time.
4
Using the Number Group on the Home Ribbon, apply the Number format with a comma and
0 decimal places to the Retail Price, Cost Price and Margin columns.
5
In cell A15 apply bold and type: Total
6
Select cells B15 to D15 and click on
Border to the Total row (A15 to D15).
7
Save as Trade Supplies
8
To move the data in row 5, click on row header 5 to select the entire row. Click on the Cut
button
9
. Apply a Top and Double Bottom
in the Clipboard Group.
Click on row heading 14 which is the row you are moving the data to.
10 Press Enter.
56
© Millbank Investments Ltd, 2013
Ctrl X
11 Click on cell A2. Click on
.
12 Click on cell A17. Click on the Paste button
.
13 Leave the workbook open for the next exercise.
Moving Data using Drag and Drop
Drag and drop allows you to cut and paste data using the mouse pointer. It also allows you to
retain data on the Clipboard.
Note
Columns cannot be moved if cells are merged.
Exercise 74
1
Make sure the spreadsheet called Trade Supplies is open.
2
Click on column header B to select that column.
3
Move the mouse pointer to the right of the column, as shown below.
4
Hold down the Shift key and click and drag column B so your mouse pointer is between
columns C and D.
5
Release the left mouse button while still holding down the Shift key. Your selected column
will be positioned between the Cost Price and Margin columns. Release the Shift key.
6
Save and close the workbook.
Note
Using the Shift key enables columns/rows to be moved and inserted between existing
columns/rows. By holding down Ctrl and Shift columns/rows can be copied and inserted.
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57
Exercise 75
1
Open the workbook called Delphine’s Cooking School.
2
Using the Shift key move columns so they read:
Classes
3
Semester 1
Semester 2
Semester 3
Totals
Also using the Shift key, rearrange the data rows to display in the following order:
Bread Making
Desserts
Entertaining
General Cookery
Thai Cooking
As with adding and deleting, when rows and columns are moved, formulas may not be
automatically updated. Some of the cells may display a green triangle in the top left corner
showing that there is a problem with the formula.
4
Check all the formulas in the worksheet and update as required.
5
Save and close the workbook.
Copying and Moving Data Summary
Action
Instruction
Copying
Select the cells to be copied. Click on the Copy button (Ctrl C). Click on the
destination cell(s) and press Enter OR click on the Paste button (Ctrl V).
(using Copy and Paste)
Copying
(using Drag and Drop)
Copying
(using the fill handle)
Moving
(using Cut and Paste)
Moving
(using Drag and Drop)
Moving/Copying to
another Worksheet
(using Drag and Drop)
58
Select the cells to be copied. Move the mouse to the edge of the cells (the
mouse will be displayed as a pointer), hold down the Ctrl key and drag to the
destination cell(s).
Select the cells to be copied. Move the mouse pointer over the fill handle (as
shown below). Hold down the left mouse button and drag across cells you are
copying to.
Fill handle
Select the cells to be moved. Click on the Cut button (Ctrl X). Click on the
destination cell(s) and press Enter OR click on the Paste button (Ctrl V).
Select the cells to be moved. Move the mouse to the edge of the cells (the
mouse will be displayed as a pointer) and drag to the destination cell(s). Use the
Shift key to move rows/columns between existing rows/columns.
Select the cells to be moved/copied. Move the mouse to the edge of the cells
(the mouse will be displayed as a pointer). Hold down the Alt key (if you want to
copy, also hold down the Ctrl key). Click and drag down onto the sheet tab of
the worksheet required. Position on the worksheet; release the mouse button.
© Millbank Investments Ltd, 2013
Calculating Percentages
Exercise 76
1
Open Premier Books workbook.
2
Select cells B6 to F17. Click on the Number Group Dialog Box Launcher button
3
Ensure Number is selected from the Category: box. Click in the Use 1000 Separator (,)
check box to turn off this option.
4
Change the number of decimal places to 2. Click on OK.
5
Using the Percentage Formula Summary in the table below calculate percentages as follows.
6
.
a
In cell B20 type: 5% of Total Sales then insert the appropriate formula in cell E20.
b
In cell B21 type: Total Sales Increased by 5% then insert the formula in cell E21.
c
In cell B22 type: Total Sales Decreased by 5% then insert the formula in cell E22.
Leave the workbook open for the next exercise.
Percentage Formula Summary
Operation
Description of Formula
Excel Formula
To find the percentage of a
value
Multiply the value by the percentage
=F17*5%
To calculate a percentage
increase
Multiply the value by the increased
percentage
=F17*105%
To calculate a percentage
decrease
Multiply the value by the decreased
percentage
=F17*95%
e.g. 5% of cell F17
e.g. cell F17 increased by 5%
e.g. cell F17 decreased by 5%
Format Painter
Format Painter allows you to copy formats from one cell to another. The Format Painter is located
in the Clipboard Group on the Home Ribbon.
Exercise 77
1
Make sure that you still have the Premier Books workbook open.
2
Click on cell E20 and format to currency and two decimal places.
3
Click on the Format Painter button
4
Click on cell E21.
5
The cell will format to currency with two decimal places. By clicking once on the Format
Painter button you can copy the formatting from the selected cell to another cell(s) with a
single click. (By double clicking on the Format Painter button formats can be copied
continuously, until you turn off Format Painter by clicking on it once again or pressing Esc.)
6
Click on cell E20 and double click on
© Millbank Investments Ltd, 2013
in the Clipboard Group.
.
59
7
Click on cell E22. Format Painter remains on.
8
Select cells B17 to F17. Click on
9
Click on cell B4 and format the text to bold and aligned at the right.
OR press Esc.
10 Use Format Painter to apply this formatting to cells C4 to F4.
11 Select cells B17 to F17.
12 Apply a Top and Double Bottom Border style to selected cells.
13 Bold the text in cell A17 (Total).
14 Save and close the workbook.
60
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Headers and Footers
Headers can be insert at the top and footers at the bottom of a worksheet. They generally contain
information such as page numbers, dates, author’s name, file name. By default headers and footers
are only inserted into the current worksheet. To insert them into multiple worksheets you need to
select the sheets before creating the header/footer.
Predefined Headers and Footers
The Page Setup dialog box allows you to select from a range of built-in headers and footers. To
insert predefined headers and footers, click on the Dialog Box Launcher Button
in the Page
Setup Group. Click on the Header/Footer tab. Built-in headers and footers can be selected from
drop-down lists.
Custom Headers and Footers
To insert your own header or footer, display the Page Setup dialog box, Header/Footer tab. Click
on either the Custom Header or Custom Footer button. You can enter text, page numbers, etc., as
required into each section and format your entry.
Font Type and Style
Page Number
Number of Actual Pages
© Millbank Investments Ltd, 2013
Edit Picture
Date
Time
Path and file
Insert a Picture
Worksheet name
Workbook File name
95
Exercise 110
1
Open the workbook called Palmer Textiles.
2
With the Page Layout Ribbon displayed, click on the Page Setup Group Dialog Box Launcher
button
. Click on the Header/Footer tab.
3
Click on
4
Press the Spacebar and click on the Date button
Spacebar and type: at
5
Press the Spacebar. Click on the Time button
6
Click on
Number button
. Click in the Right section: box and type: Created on
in the Header window. Press the
in the Header window. Click on OK.
. Click in the Center section: box and click on the Insert Page
. Click on OK.
7
Click on
. Click on
to zoom in if required to view the header and footer.
A header and footer will only apply to the current worksheet, unless a group of worksheets is
selected.
8
Save and close the workbook.
Page Layout View
Headers and footers can be added and amended using Page Layout view. This view can be
accessed from the Header and Footer button in the Text Group on the Insert Ribbon.
Exercise 111
1
Open the workbook called Spartacus - Income Statements. A header has already been
added to all worksheets; in this exercise the header will be amended and a footer added to all
worksheets.
2
Right click on the Brisbane sheet tab and choose
3
With the Insert Ribbon displayed, click on the Header & Footer button
Group.
.
in the Text
The worksheet will display in Print Layout view. New header and footer tools will display on
the Ribbon.
4
Click on the text Spartacus Services at the left of the header.
5
Press Ctrl B and then Ctrl I to apply bold and italic to the text.
96
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6
Click in the Right section of the header.
7
Click on the Sheet Name button
on the Header and Footer Design Ribbon.
8
Click on the Go to Footer button
in the Navigation Group.
9
Click in the centre section of the footer.
10 Click on the Footer button
footer options will display.
11 Select
in the Header & Footer Group. A menu of predefined
.
12 Click on the worksheet above the footer to close the footer. Press Ctrl Home.
13 Right click on a sheet tab and select Ungroup Sheets.
14 View each worksheet in Page Layout view to look at the headers and footers.
15 Click on the Normal button
from the Workbook Views Group on the View Ribbon.
16 Save and close the workbook.
Inserting Objects into a Worksheet
Inserting a Picture
There are two methods of inserting a picture into Excel - inserting from the Online Picture Gallery
and inserting a picture from file. Pictures are added to a worksheet using the Illustrations Group
on the Insert Ribbon.
From File
a
Click on the Picture button
b
Navigate to the folder containing the picture. Double click to insert the appropriate picture.
© Millbank Investments Ltd, 2013
.
97
c
Click on the picture and using the handles resize appropriately.
Handles
You can reposition the picture by moving your mouse pointer onto the centre of the picture, then
dragging the picture to the desired location.
From Online Pictures Gallery
a
Click on the Online Pictures button
b
The Insert Pictures Pane will display. Click in the Search Office.com box and type in a
keyword relating to the picture you wish to insert.
c
Click on the Search button
d
Click on a picture then click on Insert
98
.
OR press Enter.
to place it into the worksheet.
© Millbank Investments Ltd, 2013
Evidence Guide
Elements and Performance Criteria
The elements and performance criteria are covered during assessment in the following ways.
Element
Performance Criteria
Assessment Tasks
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
Part 1
1.2
Use energy and resource conservation
techniques to minimise wastage in
accordance with organisational and statutory
requirements
Part 1
1.3
Identify spreadsheet task requirements and
clarify with relevant personnel as required
Part 2 - Task 1, Task 5
2 Create simple spreadsheets
2.1
2.2
2.3
2.4
Ensure data is entered, checked and
amended in accordance with organisational
and task requirements, to maintain
consistency of design and layout
Format spreadsheet using software
functions, to adjust page and cell layout to
meet information requirements, in accordance
with organisational style and presentation
requirements
Ensure formulae are used and tested to
confirm output meets task requirements, in
consultation with appropriate personnel as
required
Part 2 – Task 3
Part 2 – Task 4
Part 2 – Task 7
Use manuals, user documentation and online
help to overcome problems with spreadsheet
design and production
Part 2 – Task 3
Part 2 – Task 4
Part 2 – Task 7
Part 2 – Task 3
Part 2 – Task 4
Part 2 – Task 7
3 Produce simple charts
3.1
Select chart type and design that enables
valid representation of numerical data and
meets organisational and task requirements
Part 2 – Task 2
Part 2 – Task 6
3.2
Create chart using appropriate data range in
the spreadsheet
Part 2 – Task 4
Part 2 – Task 7
3.3
Modify chart type and layout using formatting
features
Part 2 – Task 4
Part 2 – Task 7
128
© Millbank Investments Ltd, 2013
Element
Performance Criteria
Assessment Tasks
4 Finalise spreadsheets
4.1
Ensure spreadsheet and any accompanying
charts are previewed, adjusted and printed in
accordance with organisational and task
requirements
Part 2 – Task 3
Part 2 – Task 4
Part 2 – Task 7
4.2
Ensure data input meets designated time
lines and organisational requirements for
speed and accuracy
Timelines can be applied to any/all
assessment tasks
4.3
Name and store spreadsheet in accordance
with organisational requirements and exit the
application without data loss/damage
Part 2 – Task 4
Part 2 – Task 7
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Required Skills and Knowledge
The skills and knowledge are covered during assessment in the following ways.
Required Skills
How will Evidence be Gathered?
•
communication skills to clarify requirements of
spreadsheet
Can be assessed through communication
between candidate and assessor.
•
editing and proofreading skills to check own work
for accuracy
Part 2 – Task 4
keyboarding skills to enter text and numerical
data
Part 2 – Task 4
•
Part 2 – Task 7
Part 2 – Task 7
•
literacy skills to read and understand
organisation's procedures, and to use basic
models to produce a range of spreadsheets
All assessment tasks
•
numeracy skills to create and use spreadsheet
formulae
Part 2 – Task 4
Part 2 – Task 7
Required Knowledge
How will Evidence be Gathered?
•
Part 2 – Task 4
formatting of workplace documents
Part 2 – Task 7
•
organisational requirements for ergonomic
standards, work periods and breaks, and
conservation techniques
Part 1
•
organisational guidelines on spreadsheet
manipulation and processing
Part 2 – all tasks
•
purpose and range of use of spreadsheet
functions
Part 2 – Task 4
130
Part 2 – Task 7
© Millbank Investments Ltd, 2013
Employability Skills BSB10112 Certificate I in Business
Employability skills for BSB10112 Certificate II in Business are assessed in the following
assessment tasks.
Employability
Skill
Industry/Enterprise Requirements for this
Qualification Include:
Task
Communication
•
communicating verbally with clients and
colleagues
Part 2 – Task 4
•
drafting routine correspondence that meets
the organisational standards of style, format
and accuracy
Teamwork
•
working in a team environment to promote
team commitment and cooperation
n/a
Problem-solving
•
choosing appropriate methods for
communication and transferring information
n/a
•
dealing with client enquiries and complaints
Initiative and
enterprise
•
raising occupational health and safety issues
with designated personnel
n/a
Planning and
organising
•
planning and organising own work schedule
for the day
Part 2 – Task 1
•
planning the layout of simple documents
using appropriate software
•
dealing sensitively with client needs and
cultural, family and individual differences
•
obtaining feedback on work performance and
identifying opportunities for improvement
•
encouraging, acknowledging and acting on
constructive feedback from team members
•
using manuals, training booklets and online
help to overcome difficulties
•
selecting, maintaining and using business
technology appropriate to the task
Self-management
Learning
Technology
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Part 2 – Task 7
Part 2 – Task 5
n/a
Part 2 – Task 3
Technology is used
throughout assessment
131
BSB
Business Services
Training Package
Supplement
This workbook can be used by learners completing a qualification in the BSB Business Services
Training Package.
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BSBITU202 Create and use spreadsheets
Application
This unit describes the skills and knowledge required to correctly create and use spreadsheets and
charts using spreadsheet software.
It applies to individuals who perform a range of routine tasks in the workplace using a limited
range of practical skills and fundamental knowledge of creating spreadsheets in a defined context
under direct supervision or with limited individual responsibility.
No licensing, legislative or certification requirements apply to this unit at the time of publication.
Elements and Performance Criteria
Element
Elements
describe the
essential
outcomes.
Performance Criteria
Performance criteria describe the
performance needed to demonstrate
achievement of the element.
Workbook page
reference
1. Select and
prepare
resources
1.1 Adjust workspace, furniture and
equipment to suit own ergonomic, work
organisation and work health and safety
(WHS) requirements
Part 1
Software
Publications WHS
(included in
exercise file
download)
1.2 Use energy and resource conservation
techniques to minimise wastage in
accordance with organisational and
statutory requirements
Software
Part 1
Publications WHS
1.3 Identify spreadsheet task requirements 19–21, 105–106
and clarify with relevant personnel as
required
2. Create
simple
spreadsheets
Assessment
tasks
Part 2 - Task 1
Part 2 - Task 5
21–30, 48–51, 64– Part 2 – Task 3
2.1 Ensure data is entered, checked and
Part 2 – Task 4
amended in accordance with organisational 70
Part 2 – Task 7
and task requirements, to maintain
consistency of design and layout
25–27, 35–44, 52– Part 2 – Task 4
2.2 Format spreadsheet using software
Part 2 – Task 7
functions, to adjust page and cell layout to 54, 91, 95–98
meet information requirements, in
accordance with organisational style and
presentation requirements
2.3 Ensure formulae are used and tested to 11, 28, 33–34, 59, Part 2 – Task 3
Part 2 – Task 4
confirm output meets task requirements, in 61–70
Part 2 – Task 7
consultation with appropriate personnel as
required
2.4 Use manuals, user documentation and
online help to overcome problems with
spreadsheet design and production
152
71–72
Part 2 – Task 3
© Millbank Investments Ltd, 2013
Element
Elements
describe the
essential
outcomes.
Performance Criteria
Performance criteria describe the
performance needed to demonstrate
achievement of the element.
Workbook page
reference
Assessment
tasks
3. Produce
simple charts
3.1 Select chart type and design that
enables valid representation of numerical
data and meets organisational and task
requirements
74–76
Part 2 – Task 2
Part 2 – Task 6
3.2 Create chart using appropriate data
range in spreadsheet
78, 81, 84
Part 2 – Task 4
Part 2 – Task 7
3.3 Modify chart type and layout using
formatting features
78–84
Part 2 – Task 4
Part 2 – Task 7
4.1 Ensure spreadsheet and any
accompanying charts are previewed,
adjusted and printed in accordance with
organisational and task requirements
31, 44–47, 51, 69, Part 2 – Task 3
83
Part 2 – Task 4
Part 2 – Task 7
4.2 Ensure data input meets designated
timelines and organisational requirements
for speed and accuracy
xi, Practice
Assessments
4.3 Name and store spreadsheet in
accordance with organisational
requirements and exit application without
data loss/damage
vii–x, xii–xiii, xv, Part 2 – Task 4
35, 101–103
Part 2 – Task 7
4. Finalise
spreadsheets
© Millbank Investments Ltd, 2013
Timelines can be
applied to
any/all
assessment tasks
153
Foundation Skills
This section describes language, literacy, numeracy and employment skills incorporated in the
performance criteria that are required for competent performance.
Skill
Performance
Criteria
Reading
2.1, 2.4, 4.1, 4.3 
Recognises numerical and textual
information within a range of
resources to determine and
complete work according to
requirements
Writing
2.1, 2.3, 3.2, 4.1, 
4.3
Enters and amends routine data into Throughout
software using a format appropriate workbook
to requirements
1.3, 2.3
Oral
Communicatio
n
Description


Workbook page
reference
Throughout
workbook
xviii, 20
Listens to short and specific
instructions and uses questions to
clarify understanding
Uses simple mathematical language
to confirm and convey
requirements
Numeracy
2.1, 2.3, 3.1, 3.2 
Uses basic mathematical skills to
create and apply spreadsheet
formulae
Throughout
workbook
Navigate the
world of work
1.1-1.3, 2.1, 2.2, 
3.1, 4.1-4.3
Recognises, understands and
adheres to legislative and
organisational requirements in
undertaking own work
Throughout
workbook and
Software Publications
WHS
Interact with
others
1.3

Requirements of
Recognises purpose of various
communications directly relevant to workbook exercises
can be clarified with
own role and clarifies as required
trainer as required
Get the work
done
1.3, 2.1-2.4,
3.1-3.3, 4.1-4.3

Uses key software features and
functions in performing specific
work tasks
154
Throughout
workbook
© Millbank Investments Ltd, 2013
Assessment Requirements v1.0
Performance Evidence
Evidence of the ability to:
Assessment task

produce documents following correct ergonomic,
conservation, organisational and statutory
requirements
Part 1, Part 2 – Task 4 and Task 7

consult with appropriate personnel as required
Candidate can consult with assessor
as appropriate

adhere to organisational style and presentation
requirements
Part 2 – Task 1, Task 4, Task 5 and
Task 7

refer to online help function and user
documentation to rectify document problems
Part 2 – Task 3

create and modify simple charts
Part 2 – Task 4 and Task 7

follow designated timelines and ensure high
accuracy when preparing documents
Timelines can be applied to any/all
assessment tasks

demonstrate ability to prevent data loss and
damage.
Assessor can ask candidate to
demonstrate an appropriate shutdown
routine at the conclusion of the
assessment
Knowledge Evidence
To complete the unit requirements safely and
effectively, the individual must:
Assessment task

demonstrate knowledge of how to format workplace Part 2 – Task 1, Task 4, Task 5 and
Task 7
documents

describe organisational requirements for ergonomic
standards, work periods and breaks, and
conservation techniques
Part 1

outline organisational guidelines on spreadsheet
manipulation and processing
Part 2 – Task 1, Task 4, Task 5 and
Task 7

explain purpose and range of use of spreadsheet
functions.
Part 2 – Task 1, Task 4, Task 5 and
Task 7
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