BSBADM404A Develop and use complex spreadsheets

Tick if candidate is

able to demonstrate competence

Question Key points to look for Details of candidate’s response

(Underpinning knowledge)

Identify the legislation which is relevant to your job and the impact on your work activities.

Legislation could include:

• OHS

• Anti-discrimination

• Equal Opportunity

• Industrial Relations Impact could include:

• OHS – ergonomics for computer use

• Anti-discrimination – workplace relations Key area 1: Use safe work practices

(Element 1: Use safe work practices)

Describe the steps you take to ensure your computer work area is safe and comfortable.

(PC 1.1, KC 7 and underpinning knowledge)

Discussion could include the following:

• equipment and furniture: Chair, desk, monitor, document holder, keyboard, footrest, anti-glare filter, mouse, cables.

• workspace: clean, tidy and free from clutter, assessment of lighting, heating and noise conditions.

• posture

candidate is able to demonstrate competence

Question Key points to look for Details of candidate’s response

Describe some of the organisational and legal requirements you need to consider when organising and producing your work when using a computer.

(PCs 1.2, 1.3 and KC 7)

Factors could include:

• Occupational Health and Safety Legislation

• organisational policy and procedures in relation to computer usage

• mix of repetitive and other activities

• rest periods

• exercise breaks

• double sided paper use

• re-used paper for rough drafts (observing confidentiality requirements)

• recycling used and shredded paper

• utilising power-save options for equipment

Tick if candidate is

able to demonstrate competence

Question Key points to look for Details of candidate’s response

Key area 2: Design and development of a linked spreadsheet solution

(Elements 2 and 3: Develop a linked spreadsheet solution and Automate and standardise spreadsheet operation)

What are some of the factors your need to take into account when designing a linked spreadsheet solution?

(PCs 2.1, 2.2, 2.3, 2.4, 2.5, 2.6, KCs 1, 2, 3, 4, 6, 7 and

underpinning knowledge)

Factors could include:

• task is analysed to ensure design and construction meets organisational requirements with regard to data entry, storage, output, reporting and

presentation

• spreadsheet is appropriate to organisational purpose

• spreadsheets use functions and formulae to meet requirements and are linked in accordance with software procedures

• cells are formatted and data attributes are assigned.

• use of absolute and relative cell referencing

• formulae are tested

candidate is able to demonstrate competence

Question Key points to look for Details of candidate’s response

Many people for a variety of reasons use a spreadsheet.

What factors do you need to take into account when increasing efficiency, consistency and accuracy of a spreadsheet that will meet the needs of all users and will meet organisational standards.

(PCs 2.5, 2.6, 3.1, 3.2, 3.3, KCs 1, 2, 3, 4, 5, 6, 7 and

underpinning knowledge)

Factors could include:

• design of spreadsheets meet specified requirements to enable efficient data input and display

• spreadsheets are designed and created to suit specific criteria and formatted in accordance with organisational style and presentation requirements.

• automation is used including the creation and use of macros and templates where applicable

• spreadsheet is tested Key area 3: Use spreadsheets

(Elements 4 and 5: Use spreadsheets and Represent numerical data in graphic form)

Describe the complete process you follow when entering data into a spreadsheet.

(PCs 4.1, 4.2 and KC’s 1, 7)

Discussion could include the following:

• method data is entered; this may involve, importing and exporting

• data entered is checked and modified

• data is amended

• organisational requirements are followed

candidate is able to demonstrate competence

Question Key points to look for Details of candidate’s response

Describe the processes you need to follow when importing data into and exporting data from a

spreadsheet.

(PC 4.2 and KCs 1, 7)

Discussion could include the following:

• discussion of spreadsheet compatibility issues

• host documents are adjusted

• data is imported/exported in

accordance with software and system requirements

You may encounter problems when using a spreadsheet.

Discuss how you would use the various resources available to you to solve your problems.

(PC 4.3 and KCs 1, 3, 6, 7)

Discussion could include the following:

• use of manuals, online help and user documentation to overcome problems with spreadsheet design and production.

Describe the processes you need to follow when printing

spreadsheets in accordance to organisational and task

requirements.

(PC 4.4 and KCs 2, 3, 7)

Discussion could include the following:

• use of previews, the adjustment and printing of workbooks, worksheets and selections.

candidate is able to demonstrate competence

Question Key points to look for Details of candidate’s response

Spreadsheets store vital information for an organisation.

Describe the complete process you follow when naming, storing an exiting a database in

accordance with organisational requirements.

(PC 4.5 and KCs 3, 7)

Discussion could include the following:

• storage in folders/sub folders

• Storage on hard/floppy disk drives, CD ROM, tape backup

• organisation policy for backing up files

• organisation policy for filing hard copies of spreadsheets

• filing locations

• security

• authorised access

Tick if candidate is

able to demonstrate competence

Question Key points to look for Details of candidate’s response

Describe the complete process you follow when creating graphs.

(PCs 5.1, 5.2, 5.3 and KCs 1, 7)

Discussion could include the following:

• style of graph is determined

• graphs are created with labels and titles

• graph is saved, viewed and printed within designated timelines