create and use spreadsheets

CREATE AND USE SPREADSHEETSCERTIFICATE II IN BUILDING AND CONSTRUCTION

(PATHWAY – PARAPROFESSIONAL)BSBITU202A

LECTURER’S GUIDE

BUILDING AND CONSTRUCTION

BC1933

BSBITU202A

Create and use spreadsheets

Lecturer’s guide

First published 2012

ISBN 978-1-74205-834-4

© VET (WA) Ministerial Corporation 2012

All the Department of Training and Workforce Development materials, regardless of format, are protected by copyright law.

This work is made available under a Creative Commons Attribution-NonCommercial-ShareAlike 3.0 Unported (CC BY-NC-SA) licence (unless otherwise specified). For more information please visit http://creativecommons.org/licenses/by-nc-sa/3.0. Under this licence, you may copy, print, communicate and adapt the material for personal or non-commercial purposes, including educational or organisational use, provided you attribute the Department of Training and Workforce Development, Central Institute of Technology and the Building and Construction Industry Training Fund, link to the Creative Commons website named above and license any new work created incorporating material from this resource under a CC BY-NC-SA Licence.

Whilst every effort has been made to ensure the accuracy of the information contained in this publication, no guarantee can be given that all errors and omissions have been excluded. No 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 Development.

Produced in partnership with

Published by and available from

Department of Training and Workforce Development

1 Prospect Place West Perth WA 6005Tel: (08) 6212 9700 Fax: (08) 9227 8393Email: [email protected]: www.vetinfonet.dtwd.wa.gov.au

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

Microsoft, Windows and Excel are trademarks of the Microsoft group of companies.

This product contains various images ©Thinkstock 2012, used under licence. These images are protected by copyright law and are not to be reproduced or re-used in other materials without permission from the owner of Thinkstock.

3 © VET (WA) Ministerial Corporation 2012 | BC1933

Contents

Introduction ....................................................................................................................5Qualification overview......................................................................................................5

Unit overview ...................................................................................................................6

Resources and preparation .............................................................................................6

Delivery strategy............................................................................................................9Suggested answers to activities ....................................................................................10

The learner’s guide......................................................................................................17Format and intent ..........................................................................................................17

Content ..........................................................................................................................18

Assessment summary ................................................................................................19Results 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

4

Create and use spreadsheetsLecturer’s guide BSBITU202A

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 overviewThis 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.

6



Unit overviewThis 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 preparationYou 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.

7

Introduction

© VET (WA) Ministerial Corporation 2012 | BC1933

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.

8




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.

RangesUsed in Section 8 and Activity 14.1

Print previewUsed in Activities 14.5 and 14.6

FormattingUsed in Activities 11.1 and 14.9

FormulasUsed in Activity 16.1

Rows and columnsUsed in Activities 13.1, 15.2, 17.1 and 17.2

Profitloss statsUsed in Activity 16.2

Page setupUsed in Activities 14.2, 14.3, 14.4, 14.7 and 14.8

Pergola quoteUsed 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.

10



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 EnterprisesAnnual sales

Week 1 Week 2 Week 3 Week 4 Week 5 Week 6 Week 7MidweekTuesday 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

Subtotal 112 212 151 762 224 174 203 182 171 847 129 158 224 174

WeekendSaturday 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

11

Delivery strategy


Formatting

Note: This spreadsheet should not contain any formatting. Learners will be asked to format it later.

Small renovation job

Material Quantity Unit Price Total

Plywood 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 Hours Hourly rate Total

Carpenter 56 42.50 2380.00

Painter 32.5 41.00 1332.50

Apprentice 9 26.00 234.00

Assistant 44 29.00 1276.00

Labour total: 5222.50

GRAND TOTAL: 6796.74

12



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

Sydney 1 936, 82 1 641 554 5 774 1 386 448 1 589 642 8 062 300

Total 11 953 363 12 258 771 11 489 205 11 588 465 11 717 342 59 007 146

13

Delivery strategy


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Delivery strategy


Formulas

B C D E F G H I J

3

4

5 Item # Number Unit cost Cost % discount Discounted cost

Freight (per item) Freight cost Total cost

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 56.50

14 Grand total

Profitloss stats

Month Income Expenses Profit Profit %

January 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

16



Pergola quote

Job: Smith pergola

17 Wilson St, Gosnells, WA

Item Number Length Unit Quantity Rate Cost

Jarrah 100 × 100 7 2.4 M 18.58


The learner’s guide

Format and intent

GeneralIn 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 unitYou 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.

18



ContentThroughout 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:

• 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.


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 appealsPlease refer to your training organisation or association website for information about the assessment process.

20



1Annex A © VET (WA) Ministerial Corporation 2012 | BC1933

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

1.3 Identify spreadsheet task requirements and clarify with relevant personnel as required

2


Annex A BC1933 | © VET (WA) Ministerial Corporation 2012

Element 2 Create simple spreadsheets

2.1 Ensure data is entered, checked and amended in accordance with organisational and task requirements, to maintain consistency of design and layout

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

2.3 Ensure 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

3.1 Select 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

3

Unit details

Annex A © VET (WA) Ministerial Corporation 2012 | BC1933

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 guideThe 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

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.

Context of and specific resources for assessment

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.

4



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:

• direct questioning combined with review of portfolios of evidence and third party workplace reports of on-the-job performance by the candidate

• review of final spreadsheets

• analysis of responses to case studies and scenarios

• demonstration of techniques

• oral or written questioning to assess knowledge of spreadsheet software functions.

Guidance information for assessment

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 statementThe 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:

• 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

Work organisation requirements may include:

• exercise breaks • mix of repetitive and other activities • rest periods

5

Unit details

Annex A © VET (WA) Ministerial Corporation 2012 | BC1933

Conservation techniques 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

Spreadsheet task requirements may include:

• data entry • output • presentation • storage

Data may include: • numbers• text

Checking may include:

• accuracy of data • accuracy of formulae with calculator • ensuring instructions with regard to content and format have

been followed • proofreading • spelling, electronically and manually

Formatting may include:

• 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

Formulae may include:

• absolute cell referencing and/or mixed references • average • division • maximum • minimum • multiplication • subtraction • sum • combinations of above

6



Chart types may include:

• area • bar • column • exploded pie • line • pie and 3-D pie • scatter/bubble • stacked/multiple bar • stacked, 3-D column

Features may include:

• axes • axis title • borders • chart title • colours • data labels • data tables • fills • gridlines • legend • lines• patterns

Printing may include: • fit on one page • fit specific number of pages • with formulae • with values

Designated time lines may include:

• organisational time line e.g. financial requirements • time line agreed with internal/external client • time line agreed with supervisor/person requiring

spreadsheet

Storing data may include:

• 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

1Annex B © VET (WA) Ministerial Corporation 2012 | BC1933

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 Performance criteria Guide Resources

1 1.1, 1.2 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 – Entering and editing data

Section 8 uses the Ranges file.

2


Annex B BC1933 | © VET (WA) Ministerial Corporation 2012

Session Performance criteria Guide Resources

4 2.1, 2.2

4.1, 4.3

Section 9 – Filling, copying, cutting and pasting

Section 10 – Working with workbooks and worksheets

Section 11 – Formatting

Activity 11.1 uses the Formatting file.

5 2.1, 2.3

4.3

Section 12 – Formulas

Section 13 – Working with rows and columns

Activity 13.1 uses the Rows and columns file

6 4.1, 4.2, 4.3 Section 14 – Preparing to print

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, 1.32.1, 2.2, 2.3, 2.44.1, 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.

9 3.1, 3.2, 3.3 Section 17 – Charts and other inserts

Activity 17.1 and 17.2 use the Rows and columns file.

10 All Assessment 2 due

1Annex C © VET (WA) Ministerial Corporation 2012 | BC1933

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 Assessment Elements

Session 7 Assessment 1 – Create and print a spreadsheet

Learners create a spreadsheet that calculates wages for a small business.

1, 2, and 4

Session 10 Assessment 2 – Create and print a spreadsheet with a chart

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.

1, 2, 3 and 4

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).

2


Annex C BC1933 | © VET (WA) Ministerial Corporation 2012

1Annex D © VET (WA) Ministerial Corporation 2012 | BC1933

Annex D – Assessments

2


Annex D BC1933 | © VET (WA) Ministerial Corporation 2012

3

Assessment 1

Annex D © VET (WA) Ministerial Corporation 2012 | BC1933

Assessment 1 – Create and print a spreadsheet

IntroductionFor 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 equipmentTo 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.

OutlineIn 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.

4



5

Assessment 1


BSBITU202A


Assessment 1 – Create and print a spreadsheet

Name Date

I have received feedback on this assessment.

Signature Date

Assessor’s initials

6



7

Assessment 1


Assessment 1 – Instructions1.1 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 4 24.60 10.00

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.

Layout1.3 Your spreadsheet columns should be laid out something like this example.

Name Normal hours OT hrs Pay

hoursHourly rate

Gross pay Tax Deductions Net pay

This column should add the ordinary hours to the OT (at time and a half) hours

This column should multiply the pay hours by the hourly rate

This column should calculate the tax on the gross 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.

8



Formatting1.4 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.

Printing1.5 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.

9

Assessment 2


Assessment 2 – Create and print a spreadsheet with a chart

IntroductionThis 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 equipmentTo 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.

10



11

Assessment 2


BSBITU202A



Name Date

I have received feedback on this assessment.

Signature Date

Assessor’s initials

12



13

Assessment 2



Estimate Job cost

Contract Estimated cost Profit Contract

priceActual cost

Actual profit Profit %

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

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’.

14



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.

1Annex E © VET (WA) Ministerial Corporation 2012 | BC1933

Annex E – Assessment guide

Unit name National ID

Create and use spreadsheets BSBITU202A

Element 1 Select and prepare resources 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 –

1.3 Identify spreadsheet task requirements and clarify with relevant personnel as required Q1.2, Q1.3 Q1.1

Element 2 Create simple spreadsheets

2.1 Ensure data is entered, checked and amended in accordance with organisational and task requirements, to maintain consistency of design and layout

Q1.2 Q1.1, Q1.2

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

Q1.3, Q1.4 Q1.4

2.3 Ensure 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

2


Annex E BC1933 | © VET (WA) Ministerial Corporation 2012

Element 3 Produce simple charts

3.1 Select 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

Element 4 Finalise spreadsheets

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

3

Assessment guide

Annex E © VET (WA) Ministerial Corporation 2012 | BC1933

Assessment 1 Assessment 2

Essential skillsAbility to:

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

Essential knowledgeUnderstanding of:

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

Critical aspects of evidenceA 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 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

4


Annex E BC1933 | © VET (WA) Ministerial Corporation 2012

Assessment 1 Assessment 2

Dimensions of competency

Task skills All All

Task management skills All All

Task contingency skills All All

Job role/Work environment skills All All

3

Assessment marking keys

Annex F © VET (WA) Ministerial Corporation 2012 | BC1933

Mar

king

key

– A

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4



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5

Assessment marking keys

Annex F © VET (WA) Ministerial Corporation 2012 | BC1933

Mar

king

key

– A

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Cre

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and

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6



Learners’ charts should look something like this, with a reasonable amount of formatting applied.

By Actual Profit - Name

-200,000

0

200,000

400,000

600,000

800,000

1,000,000

1,200,000Al

lan

Baird

Car

ter

Den

nis

Edw

ards

Ford

Gre

en

Har

ris

Irwin

Jenk

ins

Contract priceActual profit

By actual profit – name

CREATE AND USE SPREADSHEETSCERTIFICATE II IN BUILDING AND CONSTRUCTION (PATHWAY – PARAPROFESSIONAL)

BSBITU202A

LECTURER’S GUIDE

DESCRIPTIONThis 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.

EDITIONEdition 1, 2012

TRAINING PACKAGEConstruction, Plumbing and Services – CPC08 Business Services – BSB07

COURSE/QUALIFICATIONCertificate II in Building and Construction (Pathway – Paraprofessional)

UNITBSBITU202A Create and use spreadsheets

RELATED PRODUCTSBC1932: 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.

9 7 8 1 7 4 2 0 5 8 3 4 4

BC1933CREATE AND USE SPREADSHEETS

ISBN 978-1-74205-834-4

ORDERING INFORMATION:Tel: (08) 6212 9700 Fax: (08) 9227 8393 Email: [email protected] can also be placed through the website: www.vetinfonet.dtwd.wa.gov.au

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