Posted: August 5th, 2022

BSBITU402 Develop and Use Complex Spreadsheets

FNS50615 Diploma of FINANCIAL PLANNING
BSBITU402 Develop and Use Complex Spreadsheets
Learner Assessment
TABLE OF CONTENTS
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Directions four
What’s Competency-Based mostly Assessment four
The Fundamental Ideas of Assessing Nationally Recognised Coaching 5
The Dimensions of Competency 6
Cheap Adjustment 7
The Unit of Competency eight
Context for Assessment 9
Assessment Necessities 9
Assessment Strategies 10
Sources Required for Assessment 10
Assessment Workbook Cowl Sheet 11
Information Assessment 12
Sensible Assessment 17
Directions to Scholar 17
Case Research Overview 18
Half 1 – Observe secure work practices 19
Half 2 – Develop and use advanced spreadsheets 21
Job 1 – Roleplay Exercise 23
Job 2 – Gross sales Abstract 27
Job Three – High quality Audit Report 30
Job four – Spreadsheet Template 38
Job 5 – Steadiness Sheet 42
Job 6 – Buying and selling Assertion 44
Job 7 – Monetary Ratios and Graphs 45
Half Three – Conclusion 47
Workbook Guidelines 49
Appendix 55

INSTRUCTIONS
The questions on this workbook are divided into two classes: Information Assessment and Sensible Assessment.
The questions below Information Assessments are all in a brief reply format. The longer questions requiring artistic and analytical thought processes are coated within the Sensible Assessment: Case Research. You could reply all questions utilizing your individual phrases. Nonetheless, you might reference your Learner Information and different related sources and studying supplies to finish this Assessment.
Some questions cowl processes you’ll doubtless encounter in a office. Ideally, it is best to be capable to reply these questions primarily based on the processes which might be at the moment in place in your office. Nonetheless, if you don’t at the moment have entry to a office, then reply the questions primarily based on processes that must be carried out in a typical office setting.
WHAT IS COMPETENCY-BASED ASSESSMENT
The options of a competency-based Assessment system are:
It’s centered on what learners can do and whether or not it meets the standards specified by the trade as competency requirements.
Assessment ought to mirror the surroundings the learner will encounter within the office.
Assessment standards must be clearly acknowledged to the learner initially of the training course of.
Assessment must be holistic. That’s, it goals to evaluate as many parts and/or items of competency as is possible at one time.
In competency Assessment, a learner receives certainly one of solely two (2) outcomes; competent or not but competent.
The idea of Assessment is in making use of information for some goal. In a competency system, information for the sake of information is seen to be ineffectual except it Helps an individual to carry out a job to the extent required within the office.
The emphasis in Assessment is on assessable outcomes which might be clearly acknowledged for the coach and learner. Assessable outcomes are tied to the related trade competency requirements the place these exist. The place such competencies don’t exist, the outcomes are primarily based upon these recognized in a coaching wants Assessment.

Definition of Competency
Assessment on this context will be outlined as:
The truthful, legitimate, dependable and versatile gathering and recording of proof to help the judgement on whether or not competence has been achieved. Abilities and information (developed both in a structured studying state of affairs, at work, or in another context) are assessed in opposition to nationwide requirements of competence required by trade, somewhat than in contrast with the talents and information of different learners.
THE BASIC PRINCIPLES OF ASSESSING NATIONALLY RECOGNISED TRAINING
Growing and conducting Assessment, in an Australian vocational schooling and coaching context, is based on quite a lot of fundamental conventions.
The ideas of Assessment
Assessment should be legitimate
Assessment should embody the total vary of expertise and information wanted to display competency.
Assessment should embody the mix of information and expertise with their sensible utility.
Assessment, the place potential, should embody judgements primarily based on proof drawn from quite a lot of events and throughout quite a lot of contexts.
Assessment should be dependable
Assessment should be dependable and should be commonly reviewed to make sure that assessors are making choices in a constant method.
Assessors should be educated in nationwide competency requirements for assessors to make sure reliability.
Assessment should be versatile
Assessment, the place potential, should cowl each the on and off-the-job parts of coaching inside a course.
Assessment should present for the popularity of information, expertise and attitudes no matter how they’ve been acquired.
Assessment should be made accessible to learners by a wide range of supply modes to allow them to proceed by modularised coaching packages to realize competencies

Assessment should be mutually developed and agreed upon between assessor and the assessed.
Assessment should be capable to be challenged. Applicable mechanisms should be made for reassessment because of problem.
(Supply: Requirements for RTOs 2015, Clauses 1.eight – 1.12)
The foundations of proof
When gathering proof, there are particular guidelines that apply to that proof. All proof should be legitimate, enough, genuine and present:
Legitimate
Proof gathered ought to meet the necessities of the unit of competency. This proof ought to match, or a minimum of mirror, the kind of efficiency that’s to be assessed, whether or not it covers information, expertise or attitudes.
Adequate
This rule pertains to the quantity of proof gathered. It’s crucial that sufficient proof is gathered to fulfill the necessities that the learner is competent in all features of the unit of competency.
Genuine
When proof is gathered the assessor should be happy that proof is the learner’s personal work.
Present
This pertains to the recency of the proof and whether or not the proof pertains to present talents.
(Supply: Coaching in Australia by M Tovey, D Lawlor)
THE DIMENSIONS OF COMPETENCY
The nationwide idea of competency contains all features of labor efficiency and not solely slender job expertise. The 4 (four) dimensions of competency are:
Job expertise
Job administration expertise
Contingency administration expertise
Job or position surroundings expertise

REASONABLE ADJUSTMENT
Tailored Cheap Adjustment in educating, studying and Assessment for learners with a incapacity – November 2010 – Ready by – Queensland VET Growth Centre
Cheap adjustment in VET is the time period utilized to modifying the training surroundings or making modifications to the coaching delivered to help a learner with a incapacity. An inexpensive adjustment will be so simple as altering lecture rooms to be nearer to facilities or putting in a selected kind of software program on a pc for an individual with imaginative and prescient impairment.
Why make an affordable adjustment?
We make cheap changes in VET to guarantee that learners with a incapacity have:
the identical studying alternatives as learners with no incapacity
the identical alternative to carry out and full assessments as these with no incapacity.
Cheap adjustment utilized to participation in educating, studying and Assessment actions can embody:
customising sources and Assessment actions inside the coaching package deal or accredited course
modifying the presentation medium
learner help
use of Helpive/adaptive applied sciences
making info accessible each earlier than enrollment and in the course of the course
monitoring the changes to make sure learner wants proceed to be met.

Helpive/Adaptive Applied sciences
Helpive/Adaptive know-how means ‘software program or that has been particularly designed to help individuals with disabilities in finishing up each day actions’ (World Large Internet Consortium – W3C). It contains display readers, magnifiers, voice recognition software program, different keyboards, units for greedy, visible alert techniques, digital observe takers.
IMPORTANT NOTE
Cheap adjustment made for gathering candidate Assessment proof should not affect on the usual anticipated by the office, as expressed by the related Unit(s) of Competency. E.g., If the Assessment have been gathering proof of the candidate’s competency in writing, permitting the candidate to finish the Assessment verbally wouldn’t be a sound Assessment methodology. The strategy of Assessment utilized by any cheap adjustment should nonetheless meet the competency necessities.
THE UNIT OF COMPETENCY
The items of competency specify the requirements of efficiency required within the office.
This Assessment addresses the next unit of competency:
BSBITU402 – Develop and Use Complex Spreadsheets
Put together to develop spreadsheet
Develop a linked spreadsheet answer
Automate and standardise spreadsheet operation
Use spreadsheets
Symbolize numerical information in graphic kind
For a whole copy of the above unit of competency:
Obtain them from the TGA web site:
http://coaching.gov.au/BSBITU402

CONTEXT FOR ASSESSMENT
To finish the assessments on this workbook, candidates have to have entry to their studying supplies and the Web. The Information Assessment and Case Research could also be accomplished wholly on the candidate’s dwelling or chosen place of examine.
ASSESSMENT REQUIREMENTS
The Assessment necessities specify the proof and required circumstances for Assessment.
Every unit of competency will be unbundled to disclose three key Assessment parts:
Efficiency Proof
describes the subtasks that make up the aspect of the unit
Information Proof
describes the information that should be utilized to understanding the duties described within the parts
Assessment Situation
describes the surroundings and circumstances that assessments should be carried out below
The related Assessment methodology on this package covers all of those parts as detailed within the matrix to comply with:
Items of Competency
Assessment Actions BSBITU402
?
Sensible Assessment ?

ASSESSMENT METHODS
Sensible Assessment
A set of duties or actions to be accomplished in accordance with set directions and tips in a simulated work surroundings to fulfill the necessities of the related items.
RESOURCES REQUIRED FOR ASSESSMENT
Candidate will want entry to:
Pc with Web and e-mail entry and a working internet browser
Put in software program: MS Phrase, MS Excel, Adobe Acrobat Reader
Cloud storage both Dropbox or Google Drive
A video and audio recording system
A volunteer (could also be a pal, relative, or a colleague)
Entry to workplace gear and sources

ASSESSMENT WORKBOOK COVER SHEET
To the candidate: Print this cowl sheet and full it by filling in all of the required info and affixing your signature to the house offered. Your signature should be hand-signed. Scan the finished cowl sheet and submit it alongside along with your proof submissions. Use the filename: BSBITU402 – Cowl Sheet.
WORKBOOK: WORKBOOK BSBITU402
TITLE: Develop and Use Complex Spreadsheets
FIRST AND SURNAME:
PHONE:
EMAIL:
Please learn the Candidate Declaration under and in case you comply with the phrases of the declaration signal and date within the house offered.
By submitting this work, I declare that:
I’ve been suggested of the Assessment necessities, have been made conscious of my rights and duties as an Assessment candidate, and select to be assessed at the moment.
I’m conscious that there’s a restrict to the variety of submissions that I could make for every Assessment, and I’m submitting all paperwork required to finish this Assessment Workbook.
I’ve organised and named the information I’m submitting in accordance with the directions offered, and I’m conscious that my assessor won’t assess work that can’t be clearly recognized and could request the work be resubmitted in accordance with the right course of.
This work is my very own and accommodates no materials written by one other particular person besides the place due reference is made. I’m conscious false declaration could result in the withdrawal of a qualification or assertion of attainment.
I’m conscious that there’s a coverage of checking the validity of qualifications that I submit as proof in addition to the qualifications/proof of events who confirm my efficiency or observable expertise. I give my consent to contact these events for verification functions.
Identify:
Signature:
Date:
PRACTICAL ASSESSMENT
Directions to Scholar
The Case Research duties are hypothetical conditions which won’t require you to have entry to a office, though, your previous and current office experiences could Help with the responses you present. You may be anticipated to come across related conditions to those sooner or later as you’re employed within the enterprise sector, notably in growing and utilizing advanced spreadsheets.
This Assessment will make it easier to display ability necessities in such conditions.

Case Research Overview
Superior Landscapes Pty Ltd supplies landscaping options to large-scale industrial and residential developments. Yow will discover out extra about Superior Landscapes by accessing their web site:
Superior Landscapes
(username: newusername password: newpassword)
You’re the bookkeeper for Superior Landscapes, and you straight report back to the enterprise supervisor, Shaar Azad.
You could have been tasked to comply with secure work practices and create spreadsheets that might be utilized by the enterprise managers of the organisation.
In creating these spreadsheets, you have to to comply with Superior Landscapes’ insurance policies and procedures, and tips for growing paperwork and use Microsoft Excel.
You may be supplied with templates and supplementary information questions all through this Assessment to doc proof of your completion of the related unit necessities addressed on this job.
Use the next naming conference to avoid wasting your paperwork for submission
BSBITU402-Case Research Half #-Job #
as proven under.
or or
BSBITU402-Case Research Half 1-Job 1
Notice: Inside this a part of the Case Research, you’ll be required to finish duties inside designated timelines. Make sure that you go over every job instruction earlier than you proceed.

Develop and use advanced spreadsheets
For this a part of the Case Research, you’re required to develop and use advanced spreadsheets inside the Superior Landscapes simulation. You’ll do that through the use of Microsoft Excel.
To proceed with the duties, that you must entry the put in Microsoft Excel software program in your desktop or laptop computer laptop. An Excel Tutorial is obtainable right here.
Seek advice from the next tips when finishing duties below this half.
Pointers:
Use the Superior Landscapes Type Information (username: newlearner password: newpassword) and prescribed templates (e.g. Planning Doc).
Except specified in any other case, current necessary info in alphabetical or chronological order.
In planning the information to be produced, the planning doc would require you to specify your storage choices for the outcomes. You could select two (2) storage areas for all of the outputs of this sensible Assessment. Your file location should embody each:
A location in your laptop for later submission together with this workbook.
A web-based storage system (similar to Dropbox or Google Drive). You could solely select one (1) on-line storage system.
When filling out planning paperwork, the title of output discipline in every planning doc should listing all titles of the printouts for the actual job. For the variety of pages to be printed, an approximate quantity is suitable.
Print paperwork on white A4 measurement paper. Chances are you’ll use multiple (1) sheet of paper for one output so that every one information within the doc are printed.
You’re required to supply and use manuals, person documentation, and on-line Help with spreadsheet design and manufacturing.
In Half Three Job 2, you’ll be required to listing a minimum of one (1) situation or issue you encountered whereas creating the paperwork. For every situation encountered, you’ll be requested what guide, person documentation, and or on-line make it easier to used to resolve it.
You’re required to use work organisation methods all through the conduct of all of the duties.
In Half Three Job Three, you’ll be required to listing a minimum of two (2) methods you utilized whereas finishing up the duties.
Submit paperwork together with this workbook utilizing the prescribed file title for every job.
Make sure that you full every doc inside the following designated timelines. Your assessor will be aware of the date and time when every doc was final modified. Be aware of the next deadlines for every output offered under.
Output Deadline
Job 2
High quality Audit Report Should be accomplished no more than seven (7) working days after you accomplished Job 1 – Gross sales Abstract
Job Three
Spreadsheet Template Should be accomplished no more than ten (10) working days after you accomplished Job 2 – High quality Audit Report
Job four
Steadiness Sheet
Job 5
Buying and selling Assertion
Job 6
Monetary Ratios and Graphs

Job 1 – Gross sales Abstract
Superior Landscapes is reviewing their nationwide gross sales information over a three-month interval. They’re utilizing Microsoft Excel software program to organise and summarise their information. You’re required to finish the Gross sales Abstract by making a pivot. It’s good to obtain the file by accessing it from the hyperlink under:
BSBITU402 Job 2 Superior Landscapes Gross sales Abstract
Earlier than you proceed with creating the pivot desk, nonetheless, that you must use a Planning Doc to analyse and consider the duty and information you thru creating your pivot desk.
A Planning Doc template is offered within the Appendix part of this workbook. You may entry it right here.
You may wish to analysis on tips on how to create a pivot desk utilizing an internet or precise guide or person information. Embody this info within the Planning Doc part ‘Guide or person information accessed and used’.
If the guide or person information is:
Accessed on-line, embody the hyperlink to the web site or the file.
An precise guide or person information, embody the title of the guide, the creator and the yr of publication.
Save and submit the finished planning doc together with this workbook as proven under:
BSBITU402-Case Research Half 2-Job 2 Planning Doc

Planning Doc
Identify
Place
Required Output(s)
Assessor
Due Date
Date Right now
Software program for use
File Storage zero Pc or different
0Online storage
Location (Dropbox, Google Drive, and so forth.):
Presentation Choice
(Choose all that applies) zero Through e-mail to the assessor.
zero Handing in of the bodily printed report back to assessor after submitting accomplished workbook.
zero Submission together with the finished workbook.
Required Superior Landscapes Useful resource(s)
(Embody the model information for use)
Guide or person information accessed or used
Output particulars
Title of Output
Variety of Information Required
(Excluding planning doc and photographs)
Variety of Pages to be Printed
Will this file use macros? zero Sure
zero No
Will automation make work extra environment friendly? zero Sure
What features will be automated?
zero No
Different feedback
Hyperlink to uploaded doc
After planning, proceed to create the pivot desk within the tab ‘Pivot Desk’ inside the Excel file you beforehand downloaded by being attentive to the next:
The gross sales totals should be clearly summarised by space, product, and month.
Format the pivot desk in accordance with the Superior Landscapes Type Information. You may entry it right here.
You’re at liberty as to which classes might be used as rows and columns.
Prepare the row labels both alphabetically or chronologically.
Add this title to the pivot desk:
Gross sales Figures as of June 2016
After that, do the next accordingly:
Save the file regionally to your laptop as
BSBITU402-Half 2-Job 2-Gross sales Abstract.
Add the file you saved in (a) to the net storage you selected. Present a hyperlink to the uploaded doc and be certain that it’s accessible by your assessor. That is for backup functions.
Preview the file for printing and be certain that it matches and is readable on a white A4 measurement paper. Modify printing specs, if obligatory. Print the file. Chances are you’ll use multiple (1) sheet of paper, so all information in your doc are printed.
Notice: Your assessor will be aware of the date and time when this doc was final modified. Make sure that you full Job Three – High quality Audit Report, no more than seven (7) working days after this date.
Job Three – High quality Audit Report
Superior Landscapes is a component method by their mission to construct the Cascade Peak Walkway, a 2330m boardwalk by the Cascade Peak Nationwide Park, for the Cascade Peak Shire Council.
As a part of their high quality management obligations, they’re required to conduct a top quality audit of the primary part of the boardwalk and put together a High quality Audit Report for the council.
The enterprise supervisor has obtained the standard audit information and wants the next further statistical information analyses to help in producing the standard audit report:
Common peak for every handrail measuring over 1060mm*
Customary deviation for the peak of every handrail over the 1100m part
Minimal heights for every handrail at and past the 1100m part
Most heights for every handrail at and past the 1100m part
Variety of situations the peak of every handrail is exterior of the peak vary specified within the minutes
Common hole between the slats at and over the 1100m part*
Customary deviation for the hole between the slats and over the 1100m part*
Minimal slat gaps all through the boardwalk
Most slat gaps all through the boardwalk
Variety of situations the place the hole between the slats falls exterior of the hole vary specified within the minutes
*Three (Three) decimal locations should be used.
You could use Excel applicable features in creating this report.
You will have to obtain the next paperwork to create the spreadsheet:
BSBITU402 Cascade Peak Walkway Audit Measurements
BSBITU402 Cascade Peak Walkway Assembly Minutes
Notice: You’re required to finish the High quality Audit Report in no extra seven (7) working days after finishing Job 2 – Gross sales Abstract. Your assessor will be aware of the date and time when your paperwork have been final modified.
Earlier than you proceed with finishing the High quality Audit Report, that you must use a Planning Doc to analyse and consider the duty and information you thru the method.
A Planning Doc template is offered within the Appendix part of this workbook which you’ll be able to entry right here.
You may wish to analysis tips on how to use features in Excel utilizing an internet or precise guide or person information. Embody this info within the Planning Doc part ‘Guide or person information accessed and used’.
If the guide or person information is:
Accessed on-line, embody the hyperlink to the web site or the file.
An precise guide or person information, embody the title of the guide, the creator and the yr of publication.
Save and submit the finished planning doc together with this workbook as proven under:
BSBITU402-Case Research Half 2-Job Three Planning Doc

Planning Doc
Identify
Place
Required Output(s)
Assessor
Due Date
Date Right now
Software program for use
File Storage zero Pc or different
zero On-line storage
Location (Dropbox, Google Drive, and so forth.):
Presentation Choice
(Choose all that applies) zero Through e-mail to the assessor.
zero Handing in of the bodily printed report back to assessor after submitting accomplished workbook.
zero Submission together with the finished workbook.
Required Superior Landscapes Useful resource(s)
(Embody the model information for use)
Guide or person information accessed or used
Output particulars
Title of Output

Variety of Information Required
(Excluding planning doc and photographs) 1
Variety of Pages to be Printed
Will this file use macros? zero Sure
zero No
Will automation make work extra environment friendly? zero Sure
What features will be automated?
zero No
Different feedback

After the preparation of the Planning Doc, confer with the next paperwork to proceed with the duty. It’s good to entry and obtain the paperwork under:
BSBITU402 Cascade Peak Walkway Audit Measurements
BSBITU402 Cascade Peak Walkway Assembly Minutes
to finish the High quality Audit Report.
Going again to the small print within the introduction of Job Three, the High quality Audit Report wants further necessities as listed on web page 37.
To compute necessities a-j, you would need to use the suitable Excel features. It’s good to analyse which perform is acceptable to make use of to compute for the precise necessities. The features you’re to make use of embody:
AVERAGE
AVERAGEIF
STDEV
MIN
MAX
COUNTIF, and
COUNTIFS
Do the next:
On a brand new tab on the identical worksheet of the file BSBITU402 Cascade Peak Walkway Audit Measurements, assemble the desk for the extra necessities.
Present the figures for the second column through the use of the totally different Excel features as applicable to the requirement. Keep in mind to be aware of the information within the Audit Measurements of the Walkway and the Assembly Minutes.
Ought to the computed figures have decimal locations, use as much as three (Three) decimal locations.
The desk must be much like the one under.
High quality Audit Report (mm)
a) Common peak for every handrail measuring over 1060mm
b) Customary deviation for the peak of every handrail over the 1100m part
c) Minimal peak for the handrails at and past the 1100m part
d) Most peak for the handrails at and past the 1100m part
e) Variety of situations the peak of every handrail is exterior of the peak vary specified within the minutes
f) Common hole between the slats at and over the 1100m part
g) Customary deviation for the hole between the slats and over the 1100m part
h) Minimal slat gaps all through the boardwalk
i) Most slat gaps all through the boardwalk
j) Variety of situations the place the hole between the slats falls exterior of the hole vary specified within the minutes
Make it possible for the desk is correctly labelled as:
High quality Audit Report
Format this desk in accordance with the Superior Landscapes Type Information. You may entry it right here.
After that, do the next accordingly:
Save the file regionally to your laptop as
BSBITU402-Half 2-Job Three-High quality Audit Report.
Add the file you saved in (a) to the net storage you selected. Present a hyperlink to the uploaded doc and be certain that it’s accessible by your assessor. That is for backup functions.
Preview the file for printing and be certain that it matches and is readable on a white A4 measurement paper. Modify printing specs, if obligatory. Print the file. Chances are you’ll use multiple (1) sheet of paper, so all information in your doc are printed.
Notice: Your assessor will be aware of the date and time when this doc was final modified. Make sure that you full Job Three – High quality Audit Report, no more than seven (7) working days after this date.
The file should be uploaded no more than seven (7) working days after you could have accomplished Job 1 – Gross sales Abstract.
The following duties, Job four, 5, 6, and 7 should be accomplished no more than ten (10) working days after finishing the High quality Audit Report.

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