CREATE AND USE SPREADSHEETS
CERTIFICATE II IN BUILDING AND CONSTRUCTION
(PATHWAY – PARAPROFESSIONAL)
BSBITU202A
LECTURER’S GUIDE
BUILDING AND CONSTRUCTION
BC1933
Create and use spreadsheets
BSBITU202A
Lecturer’s guide
First published 2012
ISBN 978-1-74205-834-4
© VET (WA) Ministerial Corporation 2012
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including educational or organisational use, provided you attribute the Department of Training
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Whilst every effort has been made to ensure the accuracy of the information contained in this
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responsibility for loss occasioned to any person acting or refraining from action as a result of
the material in this publication can be accepted by the Department of Training and Workforce
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Email: [email protected]
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This resource contains units of competency from the BSB07 Business Services Training
Package – BSBITU202A Create and use spreadsheets © Commonwealth of Australia,
used under Creative Commons Attribution-No Derivative Works 3.0 Australia licence
www.creativecommons.org.au
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Contents
Introduction.....................................................................................................................5
Qualification overview......................................................................................................5
Unit overview....................................................................................................................6
Resources and preparation..............................................................................................6
Delivery strategy............................................................................................................9
Suggested answers to activities.....................................................................................10
The learner’s guide......................................................................................................17
Format and intent...........................................................................................................17
Content...........................................................................................................................18
Assessment summary.................................................................................................19
Results and appeals.......................................................................................................19
Annex A – Unit details
Annex B – Delivery plan
Annex C – Assessment plan
Annex D – Assessments
Annex E – Assessment guide
Annex F – Assessment marking keys
© VET (WA) Ministerial Corporation 2012 | BC1933
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Create and use spreadsheets
BSBITU202A
Lecturer’s guide
4
BC1933 | © VET (WA) Ministerial Corporation 2012
Introduction
This lecturer’s guide takes you through the unit of competency BSBITU202A Create
and use spreadsheets and the resources you will require to deliver it. It also provides
some suggestions to assist you in delivering and assessing the knowledge and skills
learners need to correctly create and use spreadsheets and charts through the use
of spreadsheet software, including how to set up, enter data into and print simple
spreadsheets.
Areas of explanation include how to:
•
work safely and comfortably
•
organise files and folders
•
navigate around a spreadsheet and enter data
•
use formulas to carry out calculations
•
use formatting to enhance the appearance of spreadsheets
•
produce charts from data.
If your learners are also completing the unit BSBITU201A Produce simple word
processed documents, please be advised that Sections 2–5 of the learner’s guide for
both units contain the same content. You may wish to amend your delivery plan to
reflect this duplication.
Qualification overview
This unit of competency, BSBITU202A Create and use spreadsheets, forms part of
Certificate II in Building and Construction (Pathway – Paraprofessional) and is aimed
at people considering a paraprofessional career in the residential building industry (as
opposed to the trade sector).
The course consists of 12 units of study and a period of work placement. These two
components, study and work, will provide learners with an introductory background to
the paraprofessional side of the residential building industry.
To progress further in the industry, from this introductory level, you will then need
to specialise in a particular field of study, such as building, estimating, scheduling,
drafting, or building design. Courses for these careers usually commence at Certificate
IV level and progress through to diploma or even advanced diploma levels at a
registered training provider.
Some areas of study, such as architecture, interior design and construction
management, can then be studied further at degree level at a university.
© VET (WA) Ministerial Corporation 2012 | BC1933
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Create and use spreadsheets
BSBITU202A
Lecturer’s guide
Unit overview
This unit describes the performance outcomes, skills and knowledge required to
correctly operate spreadsheets applications in the production of workplace documents.
No licensing, legislative, regulatory or certification requirements apply to this unit at the
time of endorsement.
The full unit of competency details are provided for you at Annex A to this guide.
Competency in this unit will be demonstrated by successful completion of two
assessments.
•
Assessment 1 – Create and print a spreadsheet
•
Assessment 2 – Create and print a spreadsheet with a chart.
Resources and preparation
You will need to provide learners with:
•
access to a classroom with computers with internet access
•
access to spreadsheet software.
Learners will need to provide:
•
a thumb drive
•
an A4 notepad
•
an A4 file for notes, handouts and printed documents
•
pens, pencils, eraser and highlighters.
The content of the learner’s guide for this unit was written from an operating knowledge
of Microsoft Excel® 2003, based on the Windows® operating environment. However,
every attempt has been made to make the content generic so that the descriptions,
methods and exercises are suitable for use with spreadsheet programs in general. If
a program other than Excel® will be used, it is strongly recommended that to avoid
confusion in class you compare the learner’s guide with that program beforehand and
note any differences.
It is also recommended that you ‘test drive’ all activities beforehand to check that all
instructions are correct and that the activity works correctly with whatever version of
software you are using in class.
6
BC1933 | © VET (WA) Ministerial Corporation 2012
Introduction
How to use a computer operating system in general is outside the scope of the unit
outline, and therefore is not covered in this guide. You will have to determine whether
all the learners are familiar with your training provider’s operating system and conduct
some basic training in it if there is a shortfall. This unit assumes a basic level of
computer literacy. If that’s not the case for the learners in your class, please make
appropriate adjustments to your delivery.
Check the resources column of the delivery plan, provided at Annex B to this guide, for
preparation required for each section of the program.
© VET (WA) Ministerial Corporation 2012 | BC1933
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Create and use spreadsheets
BSBITU202A
Lecturer’s guide
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BC1933 | © VET (WA) Ministerial Corporation 2012
Delivery strategy
The learner’s guide is intended to allow the learner to be partly self-paced. If progress
through the guide is faster than the suggested program, extra exercises are suggested.
The section on ergonomics world benefit from a suitable video to reinforce the
concepts involved. Please ensure that the workstations in your classroom conform to
the required ergonomics as shown in the learner’s guide.
Although the learner’s guide contains a number of step-by-step instructions for the
learners, it is not intended to be a fully comprehensive manual for using spreadsheets.
Where possible, you should expand on some of the topics – particularly where it’s
considered that this could benefit learners in their work for the other units they’re
doing. This could be done with handouts from other sources or guidance towards
online information.
To safeguard the authenticity of the assessments, it is recommended that you be alert
to learners importing work done by others by accessing it from a USB drive or other
portable storage device.
If you have not already done so, get a copy of the learner’s guide and familiarise
yourself with it. Also look at the delivery plan provided at Annex B to this guide.
The files used in the activities are required to be named as follows.
Ranges
Used in Section 8 and Activity 14.1
Print preview
Used in Activities 14.5 and 14.6
Formatting
Used in Activities 11.1 and 14.9
Formulas
Used in Activity 16.1
Rows and columns
Used in Activities 13.1, 15.2, 17.1 and 17.2
Profitloss stats
Used in Activity 16.2
Page setup
Used in Activities 14.2, 14.3, 14.4, 14.7
and 14.8
Pergola quote
Used in Activity 16.3
The spreadsheet layout recommended for each of these files is shown on the following
pages. You will need to create your own digital versions of these.
© VET (WA) Ministerial Corporation 2012 | BC1933
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Create and use spreadsheets
BSBITU202A
Lecturer’s guide
Suggested answers to activities
Ranges
Note: This spreadsheet should be around 53 columns wide. It is used to
demonstrate spreadsheet navigation and zooming.
It is suggested that data be copied and pasted as necessary and font size be
increased to achieve the full width. No calculations are intended to be performed on
the data.
Ozzie Enterprises
Annual sales
Week 1
Week 2
Week 3
Week 4
Week 5
Week 6
Week 7
Tuesday
21 412
25 942
24 944
53 624
35 241
25 635
24 944
Wednesday
20 824
31 288
37 456
48 569
45 214
45 258
37 456
Thursday
20 722
29 782
35 963
25 126
75 963
12 896
35 963
Friday
49 254
64 750
125 811
75 863
15 429
45 369
125 811
112 212
151 762
224 174
203 182
171 847
129 158
224 174
Saturday
22 126
26 760
75 256
124 512
96 589
75 256
124 512
Sunday
21 027
19 874
35 842
25 634
84 212
35 842
25 634
Subtotal
43 153
46 634
111 098
150 146
180 801
111 098
150 146
Midweek
Subtotal
Weekend
10
BC1933 | © VET (WA) Ministerial Corporation 2012
Delivery strategy
Formatting
Note: This spreadsheet should not contain any formatting. Learners will be asked
to format it later.
Small renovation job
Material
Plywood
Quantity
Unit Price
Total
12
12.25
147.00
Chipboard
2
14.80
29.60
Dowel
5
6.55
32.75
Paint
28
39.90
1117.20
Spray paint
2
8.10
16.20
Nails
2
1.40
2.80
Screws
4
1.75
7.00
Glue
5
10.45
52.25
Wallpaper
16
8.99
143.84
Sundries
1
20.00
20.00
Thinners
1
5.60
5.60
Materials total:
1574.24
Labour
Carpenter
Painter
Apprentice
Assistant
Hours
Hourly rate
Total
56
42.50
2380.00
32.5
41.00
1332.50
9
26.00
234.00
44
29.00
1276.00
Labour total:
5222.50
GRAND TOTAL:
6796.74
© VET (WA) Ministerial Corporation 2012 | BC1933
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Create and use spreadsheets
BSBITU202A
Lecturer’s guide
Rows and columns
Ozzie Enterprises
National revenues (year to date)
Revenue
Jan
Feb
Mar
Apr
May
Total
Perth
1 050 254
1 547 000
1 488 369
1 523 124
1 685 294
7 294 041
Adelaide
1 524 294
1 685 548
1 599 854
1 789 552
1 875 926
8 475 174
Brisbane
3 521 487
2 985 448
27 221
2 521 447
2 145 296
13 914 899
Darwin
2 531 225
2 621 889
4 999
2 547 441
2 658 745
12 813 299
Hobart
550 998
850 554
8 874
837 228
796 586
3 854 240
Melbourne
838 223
926 778
8 114
983 225
965 853
4 593 193
1 936, 82
1 641 554
5 774
1 386 448
1 589 642
8 062 300
11 953 363
12 258 771
11 489 205
11 588 465
11 717 342
59 007 146
Sydney
Total
12
BC1933 | © VET (WA) Ministerial Corporation 2012
154 700
168 555
298 545
262 189
105 025
152 429
352 149
253 123
862 726
Perth
Sydney
Melbourne
Brisbane
Total sales
© VET (WA) Ministerial Corporation 2012 | BC1933
471 877
390 849
Total costs
Gross
income
388 849
144 145
139 267
Brisbane
Net income
164 155
193 688
Melbourne
2 000
92 678
83 822
Sydney
Fixed costs
85 055
55 100
Perth
395 755
2 200
397 955
486 033
Feb
Jan
Costs
883 98
Feb
Jan
Sales
Budget forecast
Ozzie Enterprises
Page setup
370 393
2 420
372 813
455 531
134 955
150 777
87 911
81 887
Mar
828 344
245 400
274 122
159 985
148 837
Mar
407 432
2 662
410 094
501 085
148 451
165 855
96 703
90 076
Apr
911 179
269 940
301 34
175 984
163 721
Apr
448 175
2 928
451 104
551 193
163 296
182 441
6 373
99 084
May
1 002 297
296 934
331 688
193 582
180 093
May
492 993
3 221
496 214
606 312
179 625
200 685
117 010
108 992
Jun
1 102 526
326 627
364 857
212 941
198 102
Jun
542 292
3 543
545 835
666 944
197 588
220 753
128 711
119 891
Jul
1 212 779
359 290
401 342
234 235
217 912
Jul
596,521
3,897
600,419
733,638
217,347
242,829
141,582
131,880
Aug
1,334,057
395,219
441,476
257,658
23 9703
Aug
223,853
4,287
228,140
807,002
239,081
267,111
155,740
145,069
Sep
1,035,142
2,420
485,624
283,424
263 674
Sep
246,238
4,716
250,954
887,702
262,990
293,822
171,314
159,575
Oct
1,138,656
2,662
534,186
311,766
290 041
Oct
270,862
5,187
276,049
976,472
289,288
323,205
188,446
175,533
Nov
1,252,521
2,928
587,605
342,943
319 045
Nov
297,948
5,706
303,654
1,074,119
318,217
355,525
207,290
193,086
Dec
1,377,773
3,221
646,366
377,237
350 950
Dec
2,503,598
15,431
2,519,029
3,072,031
909,738
1,057,602
584,497
520,195
Total
$AUD
5,591,060
1,654,212
1,922,894
1,063,476
95 0477
Total
$AUD
Delivery strategy
13
14
Narrelle
Mary
Roger
Fred
James
P711
A034
P192
B210
John
First name
S034
S012
No
Staff listing
Print preview
Mills
Richards
Jagger
Johnson
Briggs
Smith
Surname
Estimator
Estimator
Supervisor
Office assistant
PA
Team Leader
Position
Brisbane
Perth
Adelaide
Perth
Paris
Sydney
Office
6533 5009
9276 5109
9873 7822
9322 8866
4199 2463
9631 1234
Telephone
26/12/1978
19/12/1979
3/04/1980
5/06/1980
12/11/1980
6/08/1982
DOB
33.3
32.4
32.1
31.9
31.5
29.7
Age
5
5
6
1
3
4
Salary level
6/09/1999
22/05/2010
9/08/2006
24/04/2000
24/04/2000
22/05/2005
Started
12.6
1.9
5.7
12.0
12.0
6.9
Service
Create and use spreadsheets
Lecturer’s guide
BSBITU202A
BC1933 | © VET (WA) Ministerial Corporation 2012
Delivery strategy
Formulas
B
C
D
E
F
G
H
I
J
Item #
Number
Unit cost
Cost
% discount
Discounted
cost
Freight
(per item)
Freight cost
Total cost
3
4
5
6
1
10
4.50
10.0
1.50
7
2
15
6.50
5.0
2.00
8
3
9
17.00
7.5
3.50
9
4
23
14.25
10.0
1.80
10
5
14
11.00
12.5
3.25
11
6
8
9.80
5.0
2.50
12
Totals
13
Less credit
14
Grand total
56.50
Profitloss stats
Month
January
Income
Expenses
72 314
70 432
47 654
53 488
59 990
56 781
74 876
70 800
80 922
75 660
74 256
71 010
82 367
69 677
76 500
76 588
78 341
56 813
82 883
78 332
90 719
74 550
96 555
86 300
© VET (WA) Ministerial Corporation 2012 | BC1933
Profit
Profit %
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Create and use spreadsheets
BSBITU202A
Lecturer’s guide
Pergola quote
Job:
Smith pergola
17 Wilson St, Gosnells, WA
16
Item
Number
Length
Unit
Jarrah 100 × 100
7
2.4
M
Quantity
Rate
18.58
BC1933 | © VET (WA) Ministerial Corporation 2012
Cost
The learner’s guide
Format and intent
General
In the learner’s guide you’ll find a variety of material to help you deliver this unit.
This includes:
•
content – text, case studies, images and diagrams
•
activities related to the content most recently covered.
Most activities are designed to be done on a computer. When learners have finished
the unit, the documents they produce should be complete and able to be used as
a reliable reference in the future. For this to be the case, the activities need to be
checked and/or discussed to give learners the opportunity to correct any incorrect or
incomplete parts.
Note: The learner’s guide is not intended to be content-heavy, and it is not a text
book. It is designed to complement your classroom delivery and provide learners
with a summary of the unit content.
For this unit
You may like to pay particular attention to the ‘Self-checklist’ at the beginning of the
learner’s guide, and ask learners to tell you how they rated themselves against the
required skills and knowledge of the unit, to ascertain the level of support that may be
required during your delivery of this content.
Learners who do not already have basic computer skills may find it difficult to keep up
with others who do. Please adjust your delivery accordingly.
Note: The activities in the learner’s guide are based on Microsoft Excel® 2003 in
a Windows® operating system. If you are using a different program or version, you
will need to adjust the activities accordingly.
© VET (WA) Ministerial Corporation 2012 | BC1933
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BSBITU202A
Lecturer’s guide
Content
Throughout the learner’s guide, learners are instructed to open various spreadsheet
files and perform certain actions on them. As it’s not practical for electronic files to
accompany this lecturer’s guide, you will need to supply the files to learners at the
beginning of the delivery period.
These files could be located in a folder accessible to all learners (eg on a shared
network), or provided on a CD-ROM or a USB thumb drive. The reasons for learners
having prepared files to work with are that:
18
•
the delivery time for the unit is tight, and learners with slow keyboarding skills are
unlikely to get everything done in the time available
•
using prepared (and checked) spreadsheets will avoid any input errors that may
cause confusion when carrying out the prescribed activities.
BC1933 | © VET (WA) Ministerial Corporation 2012
Assessment summary
The two assessments in this unit are designed to assess competency in the elements
of BSBITU202A Create and use spreadsheets, as listed in the unit details at Annex A to
this guide. They require learners to create and print a spreadsheet from given data.
In Assessment 1, learners will set up a spreadsheet to calculate wages for a small
business called A1 Constructions.
In Assessment 2, learners will create and format a spreadsheet, work with formulas
and then create charts to graphically represent the data.
An assessment plan providing a suggested schedule of assessment is provided at
Annex C to this guide.
A matrix is included at Annex E to this guide, showing how the assessment tasks map
to the unit performance criteria.
Results and appeals
Please refer to your training organisation or association website for information about
the assessment process.
© VET (WA) Ministerial Corporation 2012 | BC1933
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Lecturer’s guide
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BC1933 | © VET (WA) Ministerial Corporation 2012
Annex A – Unit details
Unit title
Create and use spreadsheets
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.
National code
BSBITU202A
Employability
skills
This unit contains employability skills
Prerequisite
units
Nil
Application
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.
Element 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
1.2 Use energy and resource conservation techniques to minimise wastage in
accordance with organisational and statutory requirements
1.3Identify spreadsheet task requirements and clarify with relevant personnel as
required
© VET (WA) Ministerial Corporation 2012 | BC1933
Annex A
1
Create and use spreadsheets
BSBITU202A
Lecturer’s guide
Element 2 Create simple spreadsheets
2.1Ensure data is entered, checked and amended in accordance with organisational and
task requirements, to maintain consistency of design and layout
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
2.3Ensure formulae are used and tested to confirm output meets task requirements, in
consultation with appropriate personnel as required
2.4 Use manuals, user documentation and online help to overcome problems with
spreadsheet design and production
Element 3 Produce simple charts
3.1Select chart type and design that enables valid representation of numerical data and
meets organisational and task requirements
3.2 Create chart using appropriate data range in the spreadsheet
3.3 Modify chart type and layout using formatting features
Element 4 Finalise spreadsheets
4.1 Ensure spreadsheet and any accompanying charts are previewed, adjusted and
printed in accordance with organisational and task requirements
4.2 Ensure data input meets designated time lines and organisational requirements for
speed and accuracy
4.3 Name and store spreadsheet in accordance with organisational requirements and exit
the application without data loss/damage
2
Annex A
BC1933 | © VET (WA) Ministerial Corporation 2012
Unit details
Required skills and knowledge
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.
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
Assessment Guidelines for the Training Package.
Overview of assessment
Critical aspects for
assessment and evidence
required to demonstrate
competency in this unit
Context of and specific
resources for assessment
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.
© VET (WA) Ministerial Corporation 2012 | BC1933
Annex A
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BSBITU202A
Lecturer’s guide
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:
Guidance information for
assessment
•
direct questioning combined with review of portfolios of
evidence and third party workplace reports of on-thejob 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.
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:
Work organisation
requirements may
include:
4
Annex A
•
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
•
exercise breaks
•
mix of repetitive and other activities
•
rest periods
BC1933 | © VET (WA) Ministerial Corporation 2012
Unit details
Conservation
techniques may
include:
Spreadsheet task
requirements may
include:
Data may include:
Checking may
include:
Formatting may
include:
Formulae 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
•
data entry
•
output
•
presentation
•
storage
•
numbers
•
text
•
accuracy of data
•
accuracy of formulae with calculator
•
ensuring instructions with regard to content and format have
been followed
•
proofreading
•
spelling, electronically and manually
•
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
•
absolute cell referencing and/or mixed references
•
average
•
division
•
maximum
•
minimum
•
multiplication
•
subtraction
•
sum
•
combinations of above
© VET (WA) Ministerial Corporation 2012 | BC1933
Annex A
5
Create and use spreadsheets
BSBITU202A
Lecturer’s guide
Chart types may
include:
Features may
include:
Printing may include:
Designated time
lines may include:
Storing data may
include:
6
Annex A
•
area
•
bar
•
column
•
exploded pie
•
line
•
pie and 3-D pie
•
scatter/bubble
•
stacked/multiple bar
•
stacked, 3-D column
•
axes
•
axis title
•
borders
•
chart title
•
colours
•
data labels
•
data tables
•
fills
•
gridlines
•
legend
•
lines
•
patterns
•
fit on one page
•
fit specific number of pages
•
with formulae
•
with values
•
organisational time line e.g. financial requirements
•
time line agreed with internal/external client
•
time line agreed with supervisor/person requiring
spreadsheet
•
authorised access
•
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, zip drives, USB memory
BC1933 | © VET (WA) Ministerial Corporation 2012
Annex B – Delivery plan
The following notes will help you to prepare for the delivery of this unit’s content.
The learner’s guide is a required resource for all sessions, and all sessions will require
access to a computer with the appropriate spreadsheet program and/or software, and
a printer. In the ‘resources’ column (and also on the delivery strategy section of this
guide), you can see where specific data files are required.
This delivery plan is not intended to be the only way the unit content could be delivered.
Delivery methods may vary depending on local, regional and/or organisational
requirements.
Given that learners in this unit are likely to lack experience of any of this content, you
will need to guide them through the content on most occasions. However, learners
should also be encouraged to find their own answers to questions so as to develop
their knowledge of where information can be sourced.
Note: This delivery plan is based on 10 × two-hour sessions. A different session
length or number of sessions will require adjustments to the plan.
Session
1
Performance
criteria
1.1, 1.2
Guide
Resources
Section 1 –
Introduction to
spreadsheets
Section 2 –
Ergonomics
Section 3 –
Conservation of
resources
2
2.1, 2.4
4.3
Section 4 – Drives,
files and folders
Section 5 – Getting
help
Section 6 – Toolbars,
tool buttons and
shortcuts
3
2.1
Section 7 – Navigating
around a spreadsheet
Section 8 uses the Ranges file.
Section 8 – Entering
and editing data
© VET (WA) Ministerial Corporation 2012 | BC1933
Annex B
1
Create and use spreadsheets
BSBITU202A
Lecturer’s guide
Session
4
Performance
criteria
2.1, 2.2
4.1, 4.3
Guide
Section 9 – Filling,
copying, cutting and
pasting
Resources
Activity 11.1 uses the Formatting file.
Section 10 – Working
with workbooks and
worksheets
Section 11 –
Formatting
5
6
2.1, 2.3
Section 12 – Formulas
4.3
Section 13 – Working
with rows and columns
4.1, 4.2, 4.3
Section 14 – Preparing
to print
Activity 13.1 uses the Rows and
columns file
Activity 14.1 uses the Ranges file.
Activities 14.2, 14.3, 14.4, 14.7 and
14.8 use the Page setup file.
Activities 14.5 and 14.6 use the Print
preview file.
Activity 14.9 uses the Formatting file.
7
1.1, 1.2, 1.3
2.1, 2.2, 2.3, 2.4
4.1, 4.2, 4.3
Assessment 1 due
8
2.1, 2.3
Section 15 – Functions
Section 16 – Formula
exercises
Activity 15.2 uses the Rows and
columns file.
Activity 16.1 uses the Formulas file.
Activity 16.2 uses the Profitloss stats
file.
Activity 16.3 uses the Pergola quote
file.
2
9
3.1, 3.2, 3.3
Section 17 – Charts
and other inserts
10
All
Assessment 2 due
Annex B
Activity 17.1 and 17.2 use the Rows
and columns file.
BC1933 | © VET (WA) Ministerial Corporation 2012
Annex C – Assessment plan
The two assessments in this unit are designed to assess competency in the elements
of BSBITU202A Create and use spreadsheets, as listed in the unit details at Annex A to
this guide.
The two assessment outlines are provided below.
Due
Session 7
Assessment
Assessment 1 – Create and print a spreadsheet
Elements
1, 2, and 4
Learners create a spreadsheet that calculates wages for
a small business.
Session 10
Assessment 2 – Create and print a spreadsheet with
a chart
1, 2, 3 and 4
Learners are required to create and format a
spreadsheet containing some data, enter formulas to
perform calculations, and then create two charts so that
the data is represented graphically.
Note: Both assessments are open-book assessments. Learners may refer to their
learner’s guide if they wish, but they may not work with other learners.
They may also seek guidance from you if they cannot progress with a step in the
process. You should provide direction only, not physical help (eg point out the
page in the learner’s guide they should refer to, rather than going over and typing
something into their document).
© VET (WA) Ministerial Corporation 2012 | BC1933
Annex C
1
Create and use spreadsheets
BSBITU202A
Lecturer’s guide
2
Annex C
BC1933 | © VET (WA) Ministerial Corporation 2012
Annex D – Assessments
© VET (WA) Ministerial Corporation 2012 | BC1933
Annex D
1
Create and use spreadsheets
BSBITU202A
Lecturer’s guide
2
Annex D
BC1933 | © VET (WA) Ministerial Corporation 2012
Assessment 1
Assessment 1 – Create and print a
spreadsheet
Introduction
For this assignment you are required to create and print a spreadsheet.
This is an open‑book assessment. You may look at your learner’s guide to remind you
how to carry out the steps involved.
You may not work with other learners. However, you may ask your lecturer for help.
You may use manuals, user documentation and online help to overcome problems with
spreadsheet design and production.
•
Read the requirements of the assessment carefully.
•
Create the spreadsheet.
•
Remember to put your name on your spreadsheet.
•
Print your spreadsheet and hand it to your lecturer with the Assessment 1 cover
sheet attached.
Materials and equipment
To complete this assessment, you will need:
•
the assessment paper
•
a computer with spreadsheet software
•
a location to which you can save your file.
•
connection to a printer.
Outline
In this assessment you are required to set up a spreadsheet that calculates wages for
a small business called A1 Constructions.
You are given the names of six employees, the hours they each worked in a given
week (normal and overtime), their hourly pay rate and the deductions that are taken
from their pay each week.
Following that is some information on the penalty rates and the tax to be deducted.
© VET (WA) Ministerial Corporation 2012 | BC1933
Annex D
3
Create and use spreadsheets
BSBITU202A
Lecturer’s guide
4
Annex D
BC1933 | © VET (WA) Ministerial Corporation 2012
Assessment 1
BSBITU202A
Create and use spreadsheets
Assessment 1 – Create and print a spreadsheet
Name
Date
I have received feedback on this assessment.
Signature
Date
Assessor’s initials
© VET (WA) Ministerial Corporation 2012 | BC1933
Annex D
5
Create and use spreadsheets
BSBITU202A
Lecturer’s guide
6
Annex D
BC1933 | © VET (WA) Ministerial Corporation 2012
Assessment 1
Assessment 1 – Instructions
1.1 Adjust your workstation to suit OHS requirements and energy and resource
conservation techniques.
1.2 Open a new workbook, and create a spreadsheet that will calculate the weekly
wages for A1 Constructions.
Below is the information for their six employees for the week ending 19 April.
Name
Ordinary hours
Overtime (OT)
hours
Hourly rate ($)
Miscellaneous
deductions ($)
Andrews
38
10
25.36
38.20
Brown
38
10
28.50
–
Carter
38
8
18.75
26.50
Davis
30
22.90
–
Edwards
38
28.50
20.00
Fletcher
38
24.60
10.00
4
The overtime (OT) rate is 1.5 times the ordinary rate. Tax is calculated at 32 cents in
the dollar, after the $104 tax‑free deduction.
Layout
1.3 Your spreadsheet columns should be laid out something like this example.
Name
Normal
hours
This column should
add the ordinary
hours to the OT
(at time and a half)
hours
OT hrs
Pay
hours
Hourly
rate
This column should
multiply the pay
hours by the hourly
rate
Gross
pay
Tax
This column should
calculate the tax on
the gross pay
Deductions
Net pay
This column should
add the tax and
any deductions
and subtracts them
away from the
gross pay
Your spreadsheet should have the nine columns shown above, and formulas should
calculate amounts for the Pay hours, Gross pay, Tax and Net Pay columns.
Note: You may find it helpful to rough out your formulas on a piece of paper first.
© VET (WA) Ministerial Corporation 2012 | BC1933
Annex D
7
Create and use spreadsheets
BSBITU202A
Lecturer’s guide
Formatting
1.4 Finally, give your spreadsheet a heading, and apply some formatting to enhance
the appearance of your worksheet, such as bold, text colour, text size, borders, etc
– be imaginative!
Before printing your spreadsheet, put your name in cell J3.
Printing
1.5 When your worksheet is complete, preview, adjust, save and print it and give the
printout to your lecturer, with your Assessment 1 cover sheet attached.
8
Annex D
BC1933 | © VET (WA) Ministerial Corporation 2012
Assessment 2
Assessment 2 – Create and print a
spreadsheet with a chart
Introduction
This assessment involves:
•
creating a spreadsheet containing some given data
•
entering some formulas to perform calculations
•
applying some formatting to the spreadsheet
•
creating a chart so that data is shown graphically.
This is an open-book assessment. You may look at your learner’s guide to remind you
how to carry out the steps involved.
You may not work with other learners. However, you may ask your lecturer for help.
You may use manuals, user documentation and online help to overcome problems with
spreadsheet design and production.
•
Read the requirements of the assessment carefully.
•
Create the spreadsheet.
•
Remember to put your name on your spreadsheet.
•
Print your spreadsheet and hand it to your lecturer with the Assessment 2 cover
sheet attached.
Materials and equipment
To complete this assessment, you will need:
•
the assessment paper
•
a computer with spreadsheet software
•
a location to which you can save your file
•
connection to a printer.
© VET (WA) Ministerial Corporation 2012 | BC1933
Annex D
9
Create and use spreadsheets
BSBITU202A
Lecturer’s guide
10
Annex D
BC1933 | © VET (WA) Ministerial Corporation 2012
Assessment 2
BSBITU202A
Create and use spreadsheets
Assessment 2 – Create and print a spreadsheet
with a chart
Name
Date
I have received feedback on this assessment.
Signature
Date
Assessor’s initials
© VET (WA) Ministerial Corporation 2012 | BC1933
Annex D
11
Create and use spreadsheets
BSBITU202A
Lecturer’s guide
12
Annex D
BC1933 | © VET (WA) Ministerial Corporation 2012
Assessment 2
Assessment 2 – Create and print a
spreadsheet with a chart
Estimate
Contract
Estimated
cost
Profit
Job cost
Contract
price
Actual
cost
Allan
345 000
342 000
Baird
376 800
375 000
Carter
425 600
470 000
Dennis
297 800
333 000
Edwards
612 900
651 000
Ford
321 000
321 000
Green
236 500
250 000
Harris
299 700
328 000
Irwin
378 500
435 000
Jenkins
879 000
841 000
Actual
profit
Profit %
Total
Average
1.1 Shown here is some data for the 10 house contracts your company has carried
out this year. Create a spreadsheet containing the headings, names and
figures shown.
1.2 In the appropriate cells, enter formulas to calculate the following missing
information for each contract:
•
profit of 11% on the estimated cost
•
contract price (estimated cost + profit)
•
actual profit (contract price – actual cost)
•
profit % made (actual profit ÷ actual cost)
•
totals (four cells only)
•
averages (five cells only)
1.3 Save your spreadsheet with the name ‘Assessment 2’.
© VET (WA) Ministerial Corporation 2012 | BC1933
Annex D
13
Create and use spreadsheets
BSBITU202A
Lecturer’s guide
1.4 Apply the following formatting:
•
figures are to show a space as a ‘thousands separator’, but no cents and no
dollar sign
•
profit % to show two decimal places
•
column headings to be in bold
•
negative numbers to be in red (go to Format/Cells/Number/Number)
•
enough borders should be shown to make the spreadsheet look clear
•
‘Total’ row to have bold green text
•
‘Average’ row to have bold plum text
•
header to have your company name in 18 point (pt) bold italics and ‘2009
Profits’ in 14 pt bold
•
footer to have your name and today’s date.
1.5 Preview, adjust, print and save your spreadsheet.
Charts
1.6 Select the ‘Contract’ data (including the heading), the ‘Contract price’ data and the
‘Actual profit’ data (use the Ctrl key to select the additional data).
•
Using the Chart Wizard, create a ‘Line with markers’ chart.
•
Add the chart title ‘By actual profit’ and your name.
•
Apply some formatting to the chart to make it look more professional.
1.7 Print, review, adjust, print and save the chart only. (Tip: Select the chart first.)
Give both printouts to your lecturer, with your Assessment 2 cover sheet attached.
1.8 Repeat actions of 1.6–1.7 and modify your existing chart to be a bar graph.
14
Annex D
BC1933 | © VET (WA) Ministerial Corporation 2012
Annex E – Assessment guide
Unit name
Create and use spreadsheets
Element 1 Select and prepare resources
National ID
BSBITU202A
Assessment 1 Assessment 2
1.1 Adjust workspace, furniture and equipment to
suit user ergonomic, work organisation and
occupational health and safety (OHS) requirements
Q1.1
–
1.2 Use energy and resource conservation
techniques to minimise wastage in accordance with
organisational and statutory requirements
Q1.1
–
1.3Identify spreadsheet task requirements and clarify
with relevant personnel as required
Q1.2, Q1.3
Q1.1
Q1.2
Q1.1, Q1.2
Q1.3, Q1.4
Q1.4
2.3Ensure formulae are used and tested to confirm
output meets task requirements, in consultation with
appropriate personnel as required
Q1.3
Q1.2
2.4 Use manuals, user documentation and online help
to overcome problems with spreadsheet design and
production
Q1.2
Q1.4
Element 2 Create simple spreadsheets
2.1Ensure data is entered, checked and amended
in accordance with organisational and task
requirements, to maintain consistency of design and
layout
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
© VET (WA) Ministerial Corporation 2012 | BC1933
Annex E
1
Create and use spreadsheets
BSBITU202A
Lecturer’s guide
Element 3 Produce simple charts
3.1Select chart type and design that enables valid
representation of numerical data and meets
organisational and task requirements
–
Q1.6
3.2 Create chart using appropriate data range in the
spreadsheet
–
Q1.6
3.3 Modify chart type and layout using formatting
features
–
Q1.8
4.1 Ensure spreadsheet and any accompanying charts
are previewed, adjusted and printed in accordance
with organisational and task requirements
Q1.5
Q1.5, Q1.7
4.2 Ensure data input meets designated time lines and
organisational requirements for speed and accuracy
Q1.5
Q1.7
4.3 Name and store spreadsheet in accordance with
organisational requirements and exit the application
without data loss/damage
Q1.5
Q1.3
Element 4 Finalise spreadsheets
2
Annex E
BC1933 | © VET (WA) Ministerial Corporation 2012
Assessment guide
Assessment 1
Assessment 2
format workplace documents
Q1.3, Q1.4
Q1.4
understand organisational requirements for ergonomic
standards, work periods and breaks, and conservation
techniques
Q1.1
apply knowledge of organisational guidelines on
spreadsheet manipulation and processing
Q1.2, Q1.3,
Q1.4
Q1.1, Q1.2,
Q1.4, Q1.6
apply knowledge of purpose and range of use of
spreadsheet functions
Q1.2, Q1.3,
Q1.4, Q1.5
Q1.1– Q1.7
communication skills to clarify requirements of
spreadsheet
Q1.2, Q1.3,
Q1.4, Q1.5
Q1.1–Q1.4,
Q1.6
editing and proofreading skills to check own work for
accuracy
Q1.5
Q1.5, Q1.7
keyboarding skills to enter text and numerical data
Q1.2, Q1.3
Q1.2
literacy skills to read and understand organisation’s
procedures, and to use basic models to produce a range
of spreadsheets
Q1.2, Q1.3,
Q1.4, Q1.5
Q1.2, Q1.3,
Q1.4, Q1.5,
Q1.6, Q1.7
numeracy skills to create and use spreadsheet formulae
Q1.2
Q1.2, Q1.4
Essential skills
Ability to:
Essential knowledge
Understanding of:
Critical aspects of evidence
A person who demonstrates competency in this unit must be able to provide evidence of the
ability to:
design a minimum of two spreadsheets
Q1.2
Q1.1
use cell-based formulae
Q1.2, Q1.3
Q1.2
create charts using relevant data
apply knowledge of purpose and range of use of
spreadsheet functions
© VET (WA) Ministerial Corporation 2012 | BC1933
Q1.6
Q1.2, Q1.3,
Q1.4, Q1.5
Q1.1–Q1.7
Annex E
3
Create and use spreadsheets
BSBITU202A
Lecturer’s guide
Assessment 1
Assessment 2
Task skills
All
All
Task management skills
All
All
Task contingency skills
All
All
Job role/Work environment skills
All
All
Dimensions of competency
4
Annex E
BC1933 | © VET (WA) Ministerial Corporation 2012
Annex F – Assessment marking keys
© VET (WA) Ministerial Corporation 2012 | BC1933
Annex F
1
Create and use spreadsheets
BSBITU202A
Lecturer’s guide
2
Annex F
BC1933 | © VET (WA) Ministerial Corporation 2012
© VET (WA) Ministerial Corporation 2012 | BC1933
38
30
38
38
Carter
Davis
Edwards
Fletcher
38
Brown
Annex F
O/T
4
8
10
10
44
38
30
50
53
53
Pay hours
24.60
28.50
22.90
18.75
28.50
25.36
Rate
$6,644.48
1,082.40
1,083.00
687.00
937.50
1,510.50
1,344.08
Gross
$1,926.55
313.09
313.28
186.56
266.72
450.08
396.83
Tax
$94.70
10.00
20.00
26.50
38.20
Ddns
$4,623.23
759.31
749.72
500.44
644.28
1,060.42
909.05
Net pay
NAME
On the next page is part of the above spreadsheet showing the formulas that should be in the cells. You may choose to either
specify to learners that the formulas used be printed, or alternatively you may check the formulas on the learners’ screens.
Totals
38
Normal
Week ending: 19 April
Andrews
Wages
A1 Constructions
The printed worksheet should look something like the one below. The figures should be accurate and a reasonable amount and
variety of formatting should be applied.
Create and print a spreadsheet
Marking key – Assessment 1
Assessment marking keys
3
4
Annex F
Normal
Edwards
Davis
Carter
Brown
Andrews
This line totals each
column
O/T
B7+(C7*1.5)
Pay hours
Formula adds
normal and O/T
hours to get ‘pay
hours’
Week ending:
Wages
D7*E7
Gross
Formula is pay ×
rate per hour
Rate
Formula deducts
$104 (threshold)
then × remainder by
$0.32
(F7-104)*.32
Tax
Ddns
Formula adds
deductions and tax
then subtracts them
from gross pay
F7-(G7+H7)
Net pay
Create and use spreadsheets
Lecturer’s guide
BSBITU202A
BC1933 | © VET (WA) Ministerial Corporation 2012
© VET (WA) Ministerial Corporation 2012 | BC1933
425,600
297,800
612,900
321,000
236,500
299,700
378,500
879,000
Carter
Dennis
Edwards
Ford
Green
Harris
Irwin
Jenkins
45,907
459,074
96,690
41,635
32,967
26,015
35,310
67,419
32,758
46,816
41,448
38,016
Profit
463,247
4,632,474
975,690
420,135
332,667
262,515
356,310
680,319
330,558
472,416
418,248
383,616
Contract price
434,600
4,346,000
841,000
435,000
328,000
250,000
321,000
651,000
333,000
470,000
375,000
342,000
Actual cost
28,647
286,474
134,690
-14,865
4,667
12,515
35,310
29,319
-2,442
2,416
43,248
41,616
Actual profit
Job cost
5.80
16.02
-3.42
1.42
5.01
11.00
4.50
-0.73
0.51
11.53
12.17
Profit %
Annex F
On the next page is the chart produced from the data as specified in the assessment.
You may either specify to learners that the formulas used be printed, or alternatively you may check the formulas on the learners’
screens.
Average
376,800
Baird
Total
345,600
Estimated cost
Allan
Contract
Estimate
The printed worksheet should look something like that below. The figures should be accurate and a reasonable amount and
variety of formatting should be applied.
Create and print a spreadsheet with a chart
Marking key – Assessment 2
Assessment marking keys
5
Create and use spreadsheets
BSBITU202A
Lecturer’s guide
Learners’ charts should look something like this, with a reasonable amount of
formatting applied.
By actual
Actualprofit
Profit–- name
Name
1,200,000
1,000,000
800,000
600,000
Contract price
Actual profit
400,000
6
Annex F
Jenkins
Irwin
Harris
Green
Ford
Edwards
Dennis
Carter
-200,000
Allan
0
Baird
200,000
BC1933 | © VET (WA) Ministerial Corporation 2012
CREATE AND USE SPREADSHEETS
CERTIFICATE II IN BUILDING AND CONSTRUCTION
(PATHWAY – PARAPROFESSIONAL)
BSBITU202A
LECTURER’S GUIDE
DESCRIPTION
This lecturer’s guide has been written to support the delivery and assessment of the unit BSBITU202A Create and
use spreadsheets from Certificate II in Building and Construction (Pathway – Paraprofessional). The course, and the
learner’s guide, focus on the skills and knowledge required as a paraprofessional in the residential building industry.
The lecturer's guide provides you with the following resources and tools:
•
•
•
•
•
unit delivery strategy
unit delivery plan
assessment plan
assessment instruments and marking keys
assessment matrix.
Support is also provided through highlighting of any pre-delivery preparation required, and of any specific
requirements for each delivery session and assessment.
EDITION
Edition 1, 2012
TRAINING PACKAGE
Construction, Plumbing and Services – CPC08
Business Services – BSB07
COURSE/QUALIFICATION
Certificate II in Building and Construction (Pathway – Paraprofessional)
UNIT
BSBITU202A Create and use spreadsheets
RELATED PRODUCTS
BC1932: Create and use spreadsheets – learner’s guide
This resource is one of a series that covers all 12 units of the Certificate II in Building and Construction
(Pathway – Paraprofessional) qualification. Please refer to our product catalogue for more information.
BC1933
CREATE AND USE
SPREADSHEETS
ISBN 978-1-74205-834-4
ORDERING INFORMATION:
Tel: (08) 6212 9700 Fax: (08) 9227 8393 Email: [email protected]
Orders can also be placed through the website: www.vetinfonet.dtwd.wa.gov.au
9 781742 058344