Course Title: Design and produce complex spread sheets

Part B: Course Detail

Teaching Period: Term1 2024

Course Code: COSC6241C

Course Title: Design and produce complex spread sheets

School: 525T Business & Enterprise

Campus: City Campus

Program: C5424 - Diploma of Accounting

Course Contact: Doug Gourlay

Course Contact Phone: +61 3 9925 5944

Course Contact Email: doug.gourlay@rmit.edu.au


Name and Contact Details of All Other Relevant Staff

 

Mandeep Chahil

mandeep.chahil@rmit.edu.au 

 

Nominal Hours: 50

Regardless of the mode of delivery, represent a guide to the relative teaching time and student effort required to successfully achieve a particular competency/module. This may include not only scheduled classes or workplace visits but also the amount of effort required to undertake, evaluate and complete all assessment requirements, including any non-classroom activities.

Pre-requisites and Co-requisites

There is no pre-requisite for this unit.

Course Description

This unit describes the skills and knowledge required to use spreadsheet software to complete business tasks and produce complex documents.

The unit applies to individuals employed in a range of work environments who require skills in creation of complex spreadsheets to store and retrieve data. They may work as individuals providing administrative support within an enterprise, or may be independently responsible for designing and working with spreadsheets relevant to their own work roles.

No licensing, legislative or certification requirements apply to this unit at the time of publication.


National Codes, Titles, Elements and Performance Criteria

National Element Code & Title:

BSBTEC402 Design and produce complex spread sheets

Element:

1. Prepare and plan to develop spreadsheet

Performance Criteria:

1.1 Organise personal work environment in accordance with ergonomic requirements 1.2 Analyse task and determine specifications for spreadsheets 1.3 Identify requirements of data entry, storage, output, reporting and presentation requirements 1.4 Apply work organisation strategies and energy and resource conservation techniques

Element:

2. Develop a linked spreadsheet solution

Performance Criteria:

2.1 Use spreadsheet design software functions and formulae to meet identified requirements 2.2 Link spreadsheets according to software procedures 2.3 Format cells and use data attributes assigned with cell references, according to task requirements 2.4 Test formulae to confirm output meets task requirements

Element:

3. Automate and standardise spreadsheet operation

Performance Criteria:

3.1 Evaluate and identify tasks requiring automation 3.2 Create, use and edit macros to fulfil requirements of task and automate spreadsheet operation 3.3 Develop, edit and use templates and ensure consistency of design and layout according to task requirements

Element:

4. Use spreadsheets

Performance Criteria:

4.1 Enter, check and amend data according to organisational and task requirements 4.2 Import and export data between compatible spreadsheets and adjust documents, according to software and organisational procedures 4.3 Use help function to overcome problems with spreadsheet design and production 4.4 Preview, adjust and prepare spreadsheet in accordance with organisational and task requirements

Element:

5. Represent numerical data in graphic form and store spreadsheet

Performance Criteria:

5.1 Determine style of graph to meet specified requirements and manipulate spreadsheet data, where required 5.2 Create graphs with labels and titles from numerical data contained in a spreadsheet file 5.3 Name and store spreadsheet in accordance with organisational requirements and exit application

Learning Outcomes



Details of Learning Activities

This unit works on building the skills and knowledge required to use spreadsheet software to complete business tasks and produce complex documents.

You will be simulating a range of work environments, requiring skills in the creation of complex spreadsheets to store and retrieve data.

These skills will be help you to provide administrative support within an enterprise, or may be of direct use if you are independently responsible for designing and working with spreadsheets relevant to your own work role.


Teaching Schedule

Here is the course summary of the unit. It is just to give detailed information about the weekly delivery and the progress of the unit.  It provides the information on:

  • When classes will be held
  • What learning materials and activities need to be completed; and,
  • What assessments are due and when 

Course schedule

Here is the course summary for this unit. It provides detailed information about the weekly delivery and progress of the unit.  It provides information on:

  • When classes will be held
  • What learning materials and activities need to be completed, and
  • What assessments are due and when 

Syllabus summary 

Week No. 

Topic Outline 

Readings and Activities 

Assessment 

Week   1 

Outline of course 

·         Welcome to the course 

·         Icebreaker 

·         Outline of course 

·         Course support documents

·         Canvas Navigation

·         Accuracy of enrolment

·         Assessment requirements/Cover Sheets

·         Reminder re Plagiarism

·         Reminder re Appeals

·         Extensions/Re-submissions

·         Feedback in this course

·         Reminder re-submission requirements

·         Getting help

 

.         Introduction to EXCEL Part I

·         Workplace protocols and safe work strategies 

·

Reading and activities as per Canvas modules (Week 1) 

Learning Quiz 1 and 2 available 
[Confirmation of learning engagement] Due no later than Week 4 

 

Week 2 

Create spreadsheets 

·         Plan your design 

·         Information requirements 

·         Style and layout 

·         Automation of functions 

 

 

Reading and activities as per Canvas modules (Week 2) 

  

Week 3 

Use spreadsheets 

·         Enter data, labels, formulas 

·         Format spreadsheet 

·         Test formulas and confirm output 

·         Resolve spreadsheet design and production issues 

Reading and activities as per Canvas modules (Week 3) 

  

Week 4 

Use spreadsheets 

·         Complex formulas 

·         Format spreadsheet 

·         Data analysis add-ins 

·         Time series analysis and forecasting 

Reading and activities as per Canvas modules (Week 4) 

Learning Quiz 1 and 2 due for submission 

Week 5 

Use spreadsheets 

·         Business mathematics applications 

Reading and activities as per Canvas modules (Week 5) 

  

Week 6 

Use spreadsheets 

·         Financial management applications 

Reading and activities as per Canvas modules (Week 6) 

  

Week 7 

Automate and standardize spreadsheet operation 

·         Evaluate tasks appropriate for automation 

·         Create, use and edit macros 

Reading and activities as per Canvas modules (Week 7) 

  

Week 8 

Develop a linked spreadsheet solution 

·         Use spreadsheet to meet requirements 

·         Link spreadsheets 

Reading and activities as per Canvas modules (Week 8) 

  

Week 9 

Develop a linked spreadsheet solution 

·         Format cells and use data attributes 

·         Test formulas 

Revision for Assessment Task 1 

Reading and activities as per Canvas modules (Week 9) 

  

Week 10 

Assessment Task 1 -WHS, sustainability & Macros

  

 

Reading and activities as per Canvas modules (Week 10) 

 Assessment task 1 Due

Week 11 

Produce charts 

·         Select chart type and design 

·         Create charts using data ranges 

·         Modify chart type and layout 

Reading and activities as per Canvas modules (Week 11) 

  

Week 12 

Finalise spreadsheets 

·         Preview, adjust and print spreadsheets and charts 

·         Name and store spreadsheets 

·         Store spreadsheets without data loss or damage 

 

Reading and activities as per Canvas modules (Week 12) 

  

Week 13 

Use complex spreadsheets 

·         Advanced financial management applications 

 

Reading and activities as per Canvas modules (Week 13) 

 

Week 14 

Use complex spreadsheets 

·         Advanced financial management applications 

Reading and activities as per Canvas modules (Week 14) 

 

Week 15 

Assessment Task 2- Advanced Excel Activities 

 

Assessment Task 2 is due 

Week 16 

Feedback to students, resits/re-submissions 

 

 

Week 17 

Resits / Re-submissions 

 

 

Week 18 

Re-submissions and result finalization 

 

 


 

 * Please note this schedule can be subject to change and you will be advised on CANVAS of any changes

 


Learning Resources

Prescribed Texts

Develop & Use Complex Spreadsheets

978-1-876124-25-0

References


Other Resources

Suggested texts:

Microsoft Excel

Develop & Use Complex Spreadsheets

by Greg Pazmandy

3rd Edition (January, 2016)

ISBN: 978-1-876124-25-0 

 


Overview of Assessment

In order to achieve competency in this unit, you must provide:

Performance Evidence

The candidate must demonstrate the ability to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including evidence of the ability to:

  • on at least two occasions, prepare, develop, and use a complex spreadsheet.

In the course of the above, the candidate must:

  • follow organisational and safe work practices
  • adhere to organisational requirements for:
  • ensuring consistency of style, design and layout
  • saving and publishing documents within designated timelines
  • naming and storing documents
  • adhere to identified or task requirements when producing documents including:
  • editing macros and automating some tasks
  • using appropriate templates
  • creating graphs to represent data
  • resolve issues by referring to user documentation and online help
  • use appropriate data storage options.

Knowledge Evidence

The candidate must be able to demonstrate knowledge to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including knowledge of:

  • advanced functions of spreadsheet software applications
  • key aspects of formatting and design on presentation and readability of data
  • organisational requirements for ergonomics, work periods and breaks, and conservation techniques
  • key aspects of organisational policies and procedures
  • key methods to test formulae.

Assessment Conditions

Skills in this unit must be demonstrated in a workplace or simulated environment where the conditions are typical of those in a working environment in this industry.

This includes access to:

  • relevant organisational policies and procedures
  • workplace documentation and resources
  • industry software packages and user instructions.

Assessors of this unit must satisfy the requirements for assessors in applicable vocational education and training legislation, frameworks and/or standards.


Feedback

Feedback will be provided throughout the semester in class and/or online discussions.  You are encouraged to ask and answer questions during class time and online sessions so that you can obtain feedback on your understanding of the concepts and issues being discussed. Finally, you can email or arrange an appointment with your teacher to gain more feedback on your progress.

You should take note of all feedback received and use this information to improve your learning outcomes and final performance in this course. 


Assessment Tasks

Assessment

The unit will have two (2) assessment tasks. In order for students to be competent in this unit/cluster, both assessments must be completed satisfactorily. 


Assessment Task 1 (Week 10)

This is based on Microsoft Excel knowledge, WHS, sustainability & Macros 


Assessment Task 2 (Week 15)

This task will be completed out of class, and will consist advanced Excel Activities  

 

Further details will be provided by your teacher. 


*Note: The Teacher or Course Coordinator may at any time ask you to demonstrate and/or reproduce assessment tasks to validate their authenticity. 

 


Assessment Matrix

The assessment matrix that maps all the assessment is available on CANVAS under Assignments.

All assessments will utilize a competency-based model and will be deemed as either Satisfactory or Not Yet Satisfactory. 

Other Information

Submission Requirements

 

You should:

  • Ensure that you submit assessments on or before the due date. 
  • Always retain a copy of your assessment tasks. (hard copy and soft copy)
  • When you submit work for assessment at RMIT University,you need to use the Assessment task document that includes a declaration and statement of authorship.
  • Each page of your assessment should include a footer with your name, student number, the title of the assessment, unit code, and title and page numbers.

 

Late Submission Procedures

You are required to submit assessment items and/or ensure performance-based assessment is completed by the due dates.

If you are prevented from submitting an assessment item on time, by circumstances outside your control, you may apply in advance to your teacher for an extension to the due date of up to seven calendar days.

More Information:  https://www.rmit.edu.au/students/student-essentials/assessment-and-exams/assessment/extensions-of-time-for-submission-of-assessable-work

Where an extension of greater than seven days is needed, you must apply for Special Consideration.  Applications for special consideration must be submitted no later than five working days after the assessment task deadline or scheduled examination.

More Information: https://www.rmit.edu.au/students/student-essentials/assessment-and-exams/assessment/special-consideration

 

Re-submissions (VE Programs):

If you are found to be unsuccessful (Not satisfactory/Unsatisfactory) in a Course Assessment Task you will be allowed one resubmission. Your teacher will provide feedback regarding what you need to do to improve and will set a new deadline for the resubmission. If you are still not meeting the assessment requirements you must apply to your Program Manager in writing outlining the steps you will take to demonstrate competence in your course. Your submission will be considered by the Program Team and you will be advised of the outcome as soon as possible.

 

Adjustments to Assessment

In certain circumstances, students may be eligible for an assessment adjustment. For more information about the circumstances under which the assessment arrangements might be granted please access the following website:

https://www.rmit.edu.au/students/student-essentials/assessment-and-exams/assessment/adjustments-to-assessment

 

  

 

Final Results

You must demonstrate that you have all the required skills/knowledge/elements in the unit of competency you are studying. You will receive feedback on each assessment task that will inform you about your progress and how well you are performing. The following grades are available for this course:

CA Competency Achieved

NYC Not Yet Competent

DNS Did Not Submit for Assessment

Course Overview: Access Course Overview