KII4003 Working With Spreadsheets Assessment Guide

KII4003-AG-V1.22052018 Downtown Australia Pty Ltd t/a Kingsford International Institute

RTO:45363 | CRICOS: 03689D 1

KII4003 Working With Spreadsheets Assessment Guide

Intellectual Property Statement

VET Fair (ABN 44 983 956 589) is a provider of educational products and services for the vocational education and
training (VET) sector.

By purchasing the ‘BSBITU402 Develop and Use Complex Spreadsheets’ assessment resources (“Product”), you are
entitled to use it for educational purposes only, but the intellectual property remains with VET Fair. This Product
includes the following components:

∙ Assessor Guide
∙ Student Assessment Guide
∙ Student Assessment Workbook
∙ any other material to support the implementation of the Product (e.g. policy and procedures, templates, etc.).
VET Fair owns all copyright to the Product as subject to the provisions of the Copyright Act 1968.

This purchase grants you a non-exclusive, perpetual, non-sublicensable, and non-shareable right to use and
contextualise this Product. You have the right to distribute unlimited copies of this Product to your students or
internal staff, limited to only for educational purposes; however, you must not:

a) reproduce this Product or produce other assessment resources based on this Product b) share this Product with
any other external person or entity other than your students and internal staff through physical or electronic
including online access
c) use this Product for any other purposes than education (e.g. assessing student competency, conducting validation
and moderation activities, etc.)
d) resell this Product to any party of individual
e) use this Product without affixing the following statement in each copy of a modified, adapted, customised or
contextualised version of this Product that is distributed electronically or in a physical format to your target
learner audience:

“The assessment activities and information in this guide are

derived from BSBITU402 Develop and Use Complex Spreadsheets
assessment resources provided by VET Fair. VET Fair owns all
copyright to this information and the intellectual property of this
resource remains with VET Fair.”

Breaches of this copyright will result in VET Fair claiming for loss of sales.

Trademark Disclaimer
Microsoft®, Windows®, Office®, Office 365™ and Excel® are registered trademarks or trademarks of Microsoft
Corporation in the U.S.A and other countries.
All other trademarks and copyrights are the property of their respective owners.

KII4003-AG-V1.22052018 Downtown Australia Pty Ltd t/a Kingsford International Institute

RTO:45363 | CRICOS: 03689D 1
KII4003 Working With Spreadsheets Assessment Guide

Table of Contents
ASSESSMENT INFORMATION...................................................................................................................................................... 3
ASSESSMENT EVENT 1 – KNOWLEDGE QUESTIONS..................................................................................................................... 5

QUESTION 1....................................................................................................................................................................................... 5
QUESTION 2....................................................................................................................................................................................... 6
QUESTION 3....................................................................................................................................................................................... 6
QUESTION 4....................................................................................................................................................................................... 7
QUESTION 5....................................................................................................................................................................................... 7

ASSESSMENT EVENT 2: MILK DAILY FRESH ................................................................................................................................. 8

TASK 1: PREPARE TO DEVELOP SPREADSHEET............................................................................................................................................ 8 1.1

Clarify spreadsheet specifications........................................................................................................................................ 8 1.2
Organise work environment in accordance with organisational requirements ................................................................... 8
TASK 2: PREPARE THE SALES REPORT TEMPLATE TO POPULATE WITH DATA .................................................................................................... 9
2.1 Develop the initial Template ................................................................................................................................................ 9 2.2
Establish cloud repository to name, save, and store the template ...................................................................................... 9
TASK 3: USE LOOKUP FUNCTION TO RETRIEVE DATA INTO THE TEMPLATE ...................................................................................................... 9
TASK 4: IMPORT DATA FROM EXTERNAL FILE .......................................................................................................................................... 10 4.1
Import data using the ‘Import Past Data Macro Button’ ................................................................................................... 10 4.2 Ensure
error handling in macros using external assistance ............................................................................................... 10 TASK 5: CALCULATE
THE CHANGES IN SALES PERFORMANCE ...................................................................................................................... 10 5.1 Analyse
performance change using macros....................................................................................................................... 10 5.2 Highlight over
performing and underperforming products................................................................................................ 10 TASK 6: REPRESENT
NUMERICAL DATA IN GRAPHIC FORM ........................................................................................................................ 11 T ASK 7: EXPORT DATA
FROM THE SALES TEMPLATE ................................................................................................................................. 11 T ASK 8: PREPARE THE
SALES REPORT TEMPLATE FOR FUTURE USE.............................................................................................................. 11

APPENDIX A: MILK DAILY FRESH SIMULATION.......................................................................................................................... 12

SIMULATION PHASES.......................................................................................................................................................................... 12 Y OUR

ROLE IN THE SIMULATION........................................................................................................................................................... 13 Phase
1:.................................................................................................................................................................................... 13 Phase
2:.................................................................................................................................................................................... 13 SIMULATION
SETUP ........................................................................................................................................................................... 14 A SSESSMENT
CONDITIONS FOR THE OBSERVATION................................................................................................................................... 15

APPENDIX B: OBSERVATION CHECK SHEETS ............................................................................................................................. 16

OBSERVATION CHECK SHEET 1............................................................................................................................................................. 16

OBSERVATION CHECK SHEET 2............................................................................................................................................................. 17

KII4003-AG-V1.22052018 Downtown Australia Pty Ltd t/a Kingsford International Institute

RTO:45363 | CRICOS: 03689D 2
KII4003 Working With Spreadsheets Assessment Guide Assessment Information
Welcome to your Student Assessment Workbook for KII4003 Working with Spreadsheets. This Guide provides you
with information on the assessment particularly what you have to do and to what level of performance.
Unit of Competency
 BSBITU402 Develop and use complex spreadsheets

This assessment has the following two events:

Assessment Event 1 – Knowledge Questions

There are five questions that will provide us with evidence of your general knowledge of concepts in relation to
ergonomics, work organisation strategies, energy and resource conservation techniques, and spreadsheet
functions.

This assessment is completed in your own time and by a submission date provided by your Assessor. You may use
support material in the development of your responses, but you must indicate the source. In addition, you must
not ‘cut and paste’ content from your source, rather, use your words, unless it is a direct quote.

Assessment Event 2 – Simulation: Milk Daily Fresh

You will complete a number of tasks associated with designing and developing an automated spreadsheet
template. These tasks will be based on your role of Document Management Specialist in a simulation for Milk
Daily Fresh, an organisation that retails fresh milk products.

To complete the Simulation, you will need to refer to the following resources:
Project Brief.pdf Outlines the business needs and provides a paper design prototype to give you an idea of how
the Sales Report Template must look. You will produce the Template based on
the requirements specified in this document.

Current Sales Data.xlsx Spreadsheet that holds raw data for the current year’s sales performance per quarter for
the entire range of products. You will use this data to retrieve the current sales
performance for the selected range of products as specified in the Project Brief.

Historical Sales Data.txt Text file that holds raw data for the previous year’s sales performance per quarter for the
selected range of products. You will import this file into your spreadsheet
environment as per the requirements given in the Project Brief.

Organisational Logo.png Milk Daily Fresh company logo. You will use this media file as stipulated in the
organisational Style Guide.

Milk Daily Fresh

Organisational Style Guide that provides the standards for spreadsheet production. You
Style Guide.pdf
must conform to these standards when designing and producing the Sales Report
Template.
Ergonomics and Work
A policy and procedures document that outlines Milk Daily Fresh’s organisational
Organisation Policy and
ergonomic, energy, and resource saving practices for document production. You will
Procedures.pdf
demonstrate yours understanding on these in Task 1.

Remember, you do not type your responses in this Student Assessment Guide, but use the Student Assessment
Workbook, which is a separate document. This document is simply a guide to explain what you are required to do,
and by doing so, this will assist you to perform at your best.

Please note that your responses for both assessment events can (where appropriate) use dot point format. See
below for an example of a dot point response and a full sentence response.
Dot point format Presentation Plan includes the following:
∙ outcomes
∙ needs of the audience
∙ context.

KII4003-AG-V1.22052018 Downtown Australia Pty Ltd t/a Kingsford International Institute

RTO:45363 | CRICOS: 03689D 3

KII4003 Working With Spreadsheets Assessment Guide

Full sentence format When you are preparing for a Presentation, there are a number of tasks that must be carried
out. These are; listing the outcomes that you want to achieve, followed by the
identification of the needs of your audience. When you have completed these two tasks,
you then check on the room you will be conducting the simulation in etc.

Performance required

∙ complete all of the questions and tasks listed in the Student Assessment Workbook
∙ meet all the requirements listed in this Student Assessment Guide
∙ your responses to the questions and tasks must be relevant, accurate and specific
∙ submit your completed Student Assessment Workbook to your Assessor within the set timeframes ∙
your work must be in your own words
∙ where you use an external source of information, you must provide citation.
Please be aware that your Assessor is here to provide you with the necessary support throughout the assessment
process. If you have questions, then contact them for guidance.
KII4003-AG-V1.22052018 Downtown Australia Pty Ltd t/a Kingsford International Institute

RTO:45363 | CRICOS: 03689D 4

KII4003 Working With Spreadsheets Assessment Guide Assessment Event 1 – Knowledge
Questions
The information contained in this section lists the questions that you will need to develop a written response to.
These questions are theoretical and provide evidence of your understanding of ergonomics, work organisation
strategies, energy and resource conservation techniques, and spreadsheet functions. Each question includes a word
count to give you an indication of the depth and the performance requirements to achieve a satisfactory result for
each answer.

Note you must answer these questions in your own words. Remember, you must get a satisfactory result with each
question to be deemed satisfactory for the whole of Assessment Event 1.

Question 1
Using the table below, explain each of the following advanced functions of Excel and provide an example of where
each can be used in a real-life setting.
R 1.explain the purpose of each function listed under the ‘Functions’ column
R 2.provide an example of use for each function in a real-life situation
R 3.word count for each function is approximately 25 words in total.
Functions Explanation Example of use

Conditional Formatting
Many apps that use calculating sheets
provide a feature called conditional
formatting that enables you to apply
exceptional organizing to cells that fulfill
certain criteria.
For instance, a rigorous organizational
rule would be: Color the cell red if the
value is less than $2000. By using this
standard,all will be able to quickly
identify which cells contain values
below $2000.

Analysis ToolPak An add-in for Microsoft Excel that The Analysis ToolPak is an Excel add-in
comes with Microsoft Excel is called the program that provides data analysis
Analysis ToolPak. A secret exercise tools for analyzing financial,
manual that adds elements or directions quantifiable, and design-related data.
to Excel is known as an add-in. The
Analysis ToolPak is typically introduced
along with Excel.

Cell Formatting The way that cell information appears in It makes information look really
the computation sheet can be changed intriguing and expressive.
simply by changing the cell formatting .
The logical choices, dates, times,
fractions, and other factors are taken
into account when arranging the
options.

Functions and Formulas A Function is a predefined estimate in A function is a statement that

the calculation sheet program, but a
Formula is a condition planned by a
client in Excel.
computes values in one or more cell
ranges. As an illustration, the formula
=A2+A2+A3+A4 encompasses the
characteristics found in cells A2 through
A4.

PivotTables A pivot table is a measurement tool that A PivotTable can be used to thoroughly
 adds up and rearranges specific
informational lines and segments in a
ledger sheet or data set table to
produce the optimum report.
Charts A sheet with data organized simply. a
realistic representation of a dependent
variable, such as temperature, cost, and
so on, using bends; diagram. a guide,
especially a maritime or hydrographic
one.
Sorting Any deliberate method of ordering
things is called sorting, and it has two
obvious yet common consequences:
requesting: arranging events in a
sequence that some model has
requested; classifying: assembling items
with similar characteristics
Filter Excel's FILTER feature is used to narrow
down a variety of data based on the
criteria specify.
Formula Auditing Formula auditing is the process of
visualizing how cells and recipes are
related.
Macros Marco is defined as something that is
enormous in both size and coverage.
Freeze Panes With the Excel Freeze Panes option, we
may lock our columns and sections so
that they remain on the screen even if
analyze mathematical data and respond
to unforeseen questions about the
data. A pivot table is especially useful
for: Querying a lot of data in several
understandable ways.
Charts are frequently used to help
people understand vast volumes of
information and the connections
between different pieces of the
information.
For instance, the array's elements
[3,4,2,0,78,11] are out of order; after
sorting, the data becomes
[0,2,3,4,11,78].
Coffee filter
Tea-packs.
water purifiers
Sand filtering.
HEPA air purifiers.
Automatic Filters
filter belts.
Dialysis.
Accordingly, the other cell is a
dependent cell of the active cell if the
active cell contributes to a formula in
that other cell. The formula for C2 in
the example below is C2 = B2*C4. As a
result, cells B2 and C4 are dependent
on C2 for survival.
It is frequently used to automate
tedious tasks like summing, cell
arrangement, data duplication, and so
forth.
lines and sections should be preserved,
or frozen, so they don't disappear as we

Split View
Protect and Share Workbook
Get External Data
Data validation
What-If Analysis
KII4003-AG-V1.22052018 Downtown Australia Pty Ltd t/a Kingsford International Institute
RTO:45363 | CRICOS: 03689D
KII4003 Working With Spreadsheets Assessment Guide
Describe how formatting and designing an Excel worksheet impact the presentation and readability of data.
R 1.describe how each of the following items used in formatting impacts the presentation and readability of data:
we look down or to the side to see the
rest of our sheet.
A film or video technique in which the
container is divided into distinct,
nonoverlapping images
The Protect and Share Workbook option
only prevents turning off change
following in a shared exercise manual; it
has no effect on other users' ability to
edit or remove the exercise manual's
contents.
The term "get external data" refers to
data that has been obtained, handled,
and shared from sources other than the
organization.
Checking the reliability, accuracy, and
design of information before it is used
for a commercial activity is known as
data validation.
What-If Analysis is the preferred
method for changing the characteristics
of cells in order to determine the impact
those changes will have on the
outcomes of the equations on the
worksheet.
5
Question 2
navigate the worksheet.
The split screen perfectly captures the
gap between the manual and
automated eras of cinema.
A group can simultaneously work on an
exercise manual with identical content.
There are no other duplicates; the
entire body of knowledge is contained
in a single exercise handbook.
Online search requests for specific
items.
Information on a client's interests,
hobbies, and demographics.
Catchphrases and topics that move.
Ongoing financial trends, like
organization share costs.
Organizational data such as growth and
strength indicators.
For instance, people may use
information approval to guarantee that
a value is an integer between 1 and 6,
that a date occurs within the next 30
days, or that a text passage is under 25
characters.
Consider the following as an example of
what may happen to your income if you
charged something different for each
serving of bread: The examination is
very clear in the plain situation, when
the volume of bread sold is
independent of bread price. A X percent
increase in price per part will result in
an X percent increase in deals.
 a. cell alignment :

Choosing reach, cell, line, or sector. Aligning format Cells. Using the up or down bolt to specify the
precise amount of degrees that need to turn the selected cell message under Orientation on the right
side, in the Degrees put away.

b. fonts

Text style is divided into four categories: Regular, Bold, Italic, and Bold Italic. In a worksheet, you can modify
the text style for specific cells or ranges.

c. styles

An organized set of characteristics known as a cell style includes textual styles and text proportions, number
organizations, cell lines, and cell hiding.

d. number formatting

Choosing the number from the drop-down menu on the Home tab. On the other hand, selecting one of the
following options: Selecting number by pressing CTRL + 1. Format Cells... and choosing number by doing a
right-click on the cell or cell range.

e. conditional formatting

Choosing the range of cells, the table, or the complete sheet to which restricted designing has to be applied.
Clicking  conditional formatting on the Home tab. selecting "New Rule" Choosing e a style, liking 3-Color Scale,
then  preferred conditions before clicking OK.

f. borders

 Including the one-side border.

 The principal classification includes the single-sided borders known as the left Border, right Border,
top Border, and base Border.
 Adding a border to the entire cell.
 Combining the borders.

g. formatting as table

 Choosing a cell from the data.

 Going to Home and click Format as Table.
 Picking a design for the table.
 Setting the cell range in the Create Table dialog box.
 If the table includes headers, indicate that.
 Choose OK.

h. document themes

Alternately, people can set it as the default for new archives. By clicking Themes > Save Current Theme on
the Page Layout tab in Excel or the Design tab in Word. Putting a name for the subject in the File name box,
then should click Save.

R 2.describe how each of the following items used in designing impacts the presentation and readability of data:
a. workbook views
Changing the print and showcase options on a worksheet that people need to save in a custom view. To
 add a custom view, select View > Workbook Views > Custom Views. Typing a name for the view in the
Name box.

b. macros

By clicking record Macro under the Code group on the Developer tab.
As an alternative, filling up the Macro name box with a name for the entire scale, the Shortcut key box with a
shortcut key, the Description box with a description, and the OK button to start recording.

c. page layout

 Clicking Margins on the Page Layout tab.

 Picking Custom Margins from the drop-down option.
 people can see the Page Setup dialog box appear.
 Clicking OK after changing the characteristics of each edge.
 The exercise manual's edges will be modified.

d. PivotTables

 Selecting a cell from the source data or table by clicking it.

 Selecting PivotTable under Insert.
 If succeed, then should Create PivotTable dialog box which will appear with the table name or reach
specified.
 By choosing New Worksheet or Existing Worksheet from the Choose where maintaining the
PivotTable report should be put in to the section.

e. illustrations

 Navigating to File and select Options.

 "Cutting edge" should be snapped on at the left.
 Viewing the "Show choices for this workout manual:" section below. The final item on the list reads,
"For objects, show:". the checkbox to "All"

f. templates

Opening the desired exercise manual to use as a format. , and afterward should click Save As. In the File
name box, should type desired name to use for the layout. In the Save as should type box, click Excel
Template, or snap Excel Macro-Enabled Template if the exercise manual contains macros that need to make
accessible in the format.

g. header and footer

Clicking Header and Footer under the Text group on the Insert tab. The worksheet is displayed in Page Layout
view in Succeed. Clicking the left, focus, or right header or footer text boxes at the top or bottom of the
worksheet page to create or modify a header or footer (under Header, or above Footer). Typing the new text
for the header or footer.
R 3.word count is approximately 25 words per item.

Question 3
Using the table below, explain organisational requirements for ergonomics when working with spreadsheets.
R 1.explain the best practices for each equipment to minimise physical discomfort and maximise productivity while
working with spreadsheets
R 2.word count is approximately 50 words per equipment.
Equipment Organisational Requirements

Computer screen  Exercise - Activity - Pose.

 Maintain a proper stance while carefully considering where people head, neck,
wrists, hips, and thighs should be placed.
 Air, light, and noise. Maintain appropriate lighting levels for explicit assignments.
 Workplace Organization; Breaks; Workstyle

Chair  Seat height.

 Effective customization of office seat level is required.
 Using a pneumatic change switch is the easiest way to accomplish this.
 Seat depth and width.
 The seat needs to be wide and deep enough to support any customer with ease.

Footrest  Should have the choice to point feet and legs in a comfortable and strain-
relieving direction.
 Simplicity of shaking: It is simpler to covertly bring development to the
workspace.
 will be distracted from your job if the stool rocks in an odd or loud manner.

Keyboard and mouse  Screen, console, and mouse should be in front of user.
 Should place the console and mouse at around elbow height.
 Should put the terminal and mouse close to the front of the workspace.
 While not writing, should take a break by relaxing hands and wrists.
 Decide to use a console plate but should make sure it is reasonable.
 Should avoid using a PC trackpad and console.

Ventilation  The size of the building and its ventilation system.

 Ventilation was adjusted for the number of people.
 Materials and objects should be clean.
 Should be an appropriate ventilation.
 Recycled air shouldn't be contaminated.
 Should do Safe arrangements for air intake and exhaust.
 Significant steps in dirtying workouts in rooms.

Lighting  30 foot-candles are needed in medical aid stations, offices, and clinics.
 Shops and general development facilities: 10 foot candles.
 Region of general development: 5 foot-candles.
 Stockrooms, entrances, passageways, and other interior areas: Five foot candles

Posture  With shoulders back office staff should stand tall and straight.
 Should Maintain a level head that is in harmony with the body.
 Should Bring midsection in.
 Should Keep a shoulder-width distance between THE feet.
 Avoid locking knees.
 Mostly rely on the foot bundles to support weight.
 Let the hands naturally hang at sides.

Desk  Should Keep the entryway free .

 Establish visual balance.
 Don't fill up the entire wall.
 Be mindful of the flow of traffic.
KII4003-AG-V1.22052018 Downtown Australia Pty Ltd t/a Kingsford International Institute

RTO:45363 | CRICOS: 03689D 6

KII4003 Working With Spreadsheets Assessment Guide
Question 4
Explain organisational requirements for work periods and breaks when working with spreadsheets.

R 1.explain the best practices when working with spreadsheets for long periods of time, covering:
∙ breaks and work periods

Enjoy brief reprieves lasting 20 seconds on cue and smaller than anticipated reprieves
lasting three to five minutes essentially every time. These quick breaks help staff body
recover, reduce discomfort, and focus on better exhibition.

∙ stretching and exercising

It is advised that each hour spent at a workstation be followed by a 5- to 10-minute

break. For this period, it is best to stand up and walk if at all possible (e.g., work errands
that include standing, strolling, or at least, a difference in body position). Some of these
stretches ought to be possible at once.

∙ the 20-20-20 rule

The main concept is to look away from the screen every 20 minutes and shine a spotlight for roughly 20
seconds on something that is about 20 feet away. After being subjected to delayed screen time, focusing on
anything off in the distance allows our eye muscles to relax.

R 2.word count is approximately 150 words.

Question 5
Explain organisational requirements for conservation techniques when working with spreadsheets.
R 1.for each 3R principle below, explain the techniques to conserve resources while working with spreadsheets:
∙ reduce

While talking about reducing, that makes an effort to use less direct products, or at the very least, all
that is bought and consumed, as this has a direct impact on waste and also has a direct impact on
finances. For instance, people could buy a few large bottles of a beverage instead of 6 small ones,
which would mean less packaging to worry about while still getting the same thing.

∙ reuse

When using the word "reuse," people are referring to the ability to put items to their greatest use possible
before having to dispose of them, as doing so will reduce the amount of trash generated.This project, which is
one of the most important and often receives the least attention, greatly benefits the domestic economy.

∙ recycle
Reuse is the final project, which entails the most popular method of exposing the resources to a cycle where
it can be reused, genuinely fundamentally reducing the use of new materials and, with it, future waste.The
social orders of the world have always produced waste, but it is only now, in the consumer society, that the
amount of waste has grown excessively. Additionally, its danger has increased, turning it into a serious
problem. people are immersed in the disposable society and the garbage. There are assets every day that we
 will eventually miss

R 2.word count is approximately 150 words in total.

KII4003-AG-V1.22052018 Downtown Australia Pty Ltd t/a Kingsford International Institute

RTO:45363 | CRICOS: 03689D 7

KII4003 Working With Spreadsheets Assessment Guide

Assessment Event 2: Milk Daily Fresh

In this assessment, you will undertake a number of tasks associated with designing and developing a spreadsheet
template which automates a series of work tasks. The focus is on gathering design and task requirements to
accurately produce the spreadsheet template adhering to the organisational style guide in order to maintain
consistency of style, design and layout.
In this simulation, you will demonstrate your:
∙ interpersonal skills to effectively listen and question to clarify spreadsheet requirements ∙ technical and numeracy
skills to design and develop an automated spreadsheet based on specific design and task specifications
∙ ability to follow organisational work practices including ergonomics, work organisation and energy management.
Please ensure that you familiarise yourself with this set of requirements that underpin this activity. This includes
understanding the background and the criteria you will be assessed on. These are located in the Appendix of this
document.

Task 1: Prepare to Develop Spreadsheet

In this task, you will demonstrate your interpersonal skills in listening and questioning to clarify spreadsheet design
and task requirements. Also, you will demonstrate your knowledge and ability to follow organisational work
practices in terms of ergonomics, work organisation, and energy management in accordance to Milk Daily Fresh’s
organisational policy and procedures.
Task 1 requires you to interact with a stakeholder (Milk Daily Fresh Sales Manager) to clarify spreadsheet
requirements and demonstrate your ability to apply organisational policy and procedures related to ergonomics,
work organisation strategies, and energy management. Task 1 is divided into the following two areas:

🔾 Task 1.1: this task is focused on your interpersonal skills to effectively listen and question the Sales Manager to
clarify spreadsheet requirements. Your Assessor will observe your interaction with the Sales Manager in a total
duration of 20 minutes and document their feedback using Observation Check Sheet 1 in Appendix B.

🔾 Task 1.2: these tasks are centred on your ability to organise your work environment in accordance with
Ergonomics and Work Organisation Policy and Procedures. Task 1.2 will occur straight after the completion of
Task 1.1. Total duration for Task 1.2 is 25 minutes. Your Assessor will observe your interaction with the Sales
Manager in a total duration of 25 minutes and document their feedback using Observation Check Sheet 2.

Please see Simulation Background section further in this document for more detailed instructions.

1.1 Clarify spreadsheet specifications

R 1.hold a 20-minute session with the Sales Manager to clarify spreadsheet design and task requirements
R 2.demonstrate sound understanding for the Project Brief and Milk Daily Fresh Style Guide R 3.actions
must meet all the criteria in the Observation Check Sheet 1 in Appendix B.

1.2 Organise work environment in accordance with organisational requirements

R 1.hold a 25-minute session with the Sales Manager and demonstrate your:
∙ ability to follow Milk Daily Fresh’s ergonomic and work organisation practices
∙ understanding for the energy and resource conservation techniques
R 2.actions must meet all the criteria in the Observation Check Sheet 2 in Appendix B.

KII4003-AG-V1.22052018 Downtown Australia Pty Ltd t/a Kingsford International Institute

RTO:45363 | CRICOS: 03689D 8

KII4003 Working With Spreadsheets Assessment Guide
Task 2: Prepare the Sales Report Template to Populate with Data
In this task, you will demonstrate your skills to utilise spreadsheet design software functions which are required to
develop the initial Sales Report Template to be populated with data in the tasks that follow.

2.1 Develop the initial Template

R 1.open a new worksheet and name the active sheet as The Sales Report
R 2.design the Template in accordance to the Project Brief and Style Guide:
∙ create the data ranges to be populated with data
∙ insert the header and footer
∙ layout must accurately reflect the specifications in both documents.
2.2 Establish cloud repository to name, save, and store the template
R 1.implement a web-based cloud storage platform
R 2.name, secure, version control, and save the template in accordance to the Style
Guide R 3.grant access to your folder hierarchy to the Sales Manager (Assessor).

Task 3: Use Lookup Function to Retrieve Data into the Template

In this task, you will demonstrate your skills to populate the Sales Report Template by importing data from an
external Excel spreadsheet (Current Sales Data.xslx), recording macros, and using complex Excel functions.

Look up data using the ‘Look Up Current Data Macro Button’

R 1.in the Template, implement Function 1 as per the Project Brief’s requirements:
∙ test the lookup function, the macro button, and all other functionalities for accuracy
∙ output must conform to the Style Guide standards
R 2.save and store the Template in accordance with organisational requirements
R 3.request feedback from the Sales Manager (Assessor) on the draft Template
R 4.after the receipt of this feedback, modify your draft template in light of the feedback received.

KII4003-AG-V1.22052018 Downtown Australia Pty Ltd t/a Kingsford International Institute

RTO:45363 | CRICOS: 03689D 9

KII4003 Working With Spreadsheets Assessment Guide
Task 4: Import Data from External File
In this task, you will populate the Sales Report Template by recording a macro that imports data from an external
text file, Historical Sales Data.txt. Also, your will edit this macro to handle errors using help resources.

4.1 Import data using the ‘Import Past Data Macro Button’
R 1.in the Template, implement Function 2 as per the Project Brief’s requirements:
∙ test the macro button and all other functionalities for accuracy
∙ output must conform to the Style Guide standards
R 2.save and store the Template in accordance with organisational requirements
R 3.request feedback from the Sales Manager (Assessor) on the draft Template
R 4.after the receipt of this feedback, modify your draft template in light of the feedback received.

4.2 Ensure error handling in macros using external assistance

R 1.research the “Run-time error ‘5’ Invalid procedure call or argument” error using help resources
R 2.edit the Import_Past_Data macro:
∙ apply the solution based on your research
∙ at the top of your VBA code, add a comment which shows the source of their solution R
3.save and store the Template in accordance with organisational requirements.

Task 5: Calculate the Changes in Sales Performance

In this task, you will calculate the changes in sales performance by comparing current and historical sales
performance data using a macro and applying Excel formulaes with cell referencing. To achieve this, you will need to
perform a series of Excel formulaes and functions using the Current Data and Last Year’s Data ranges as specified in
the Project Brief.

5.1 Analyse performance change using macros

R 1.in the Template, implement Function 3 as per the Project Brief’s requirements:
∙ test the macro button and all other functionalities for accuracy
∙ output must conform to the Style Guide standards
R 2.save and store the Template in accordance with organisational requirements.

5.2 Highlight over performing and underperforming products

R 1.in the Change Analysis range, implement Function 4 as per the Project Brief’s requirements:
∙ test the results of conditional formatting for accuracy
∙ output must conform to the Style Guide standards
R 2.save and store the Template in accordance with organisational requirements
R 3.request feedback from the Sales Manager (Assessor) on the draft Template
R 4.after the receipt of this feedback, modify your draft template in light of the feedback received.

KII4003-AG-V1.22052018 Downtown Australia Pty Ltd t/a Kingsford International Institute

RTO:45363 | CRICOS: 03689D 10

KII4003 Working With Spreadsheets Assessment Guide
Task 6: Represent Numerical Data in Graphic Form
In this task, you will create charts to visually compare data and graphically represent the values you have calculated
in the previous tasks.

R 1.in the Template, implement Function 5 as per the Project Brief’s requirements:
∙ create two charts for the current year:
- chart 1 compares the highest performing product to the lowest by revenue achieved
- chart 2 shows the proportional revenue share for each product
∙ test the two charts and all other functionalities for accuracy
 ∙ output must conform to the Style Guide standards
R 2.save and store the Template in accordance with organisational requirements
R 3.request feedback from the Sales Manager (Assessor) on the draft Template
R 4.after the receipt of this feedback, modify your draft template in light of the feedback received.

Task 7: Export Data from The Sales Template

In this task, you will export data from the Sales Report Template using macros. To achieve this, you will need to
accurately preview, adjust and print the template.

R 1.in the Template, implement Function 6 as per the Project Brief’s requirements:
∙ record the macro and assign to the Import Past Data Macro Button
∙ test the macro button and all other functionalities for accuracy
∙ run the Export the Report Macro Button
∙ output must conform to the Style Guide standards
R 2.save and store the Template in accordance with organisational requirements
R 3.request feedback from the Sales Manager (Assessor) on the draft Template
R 4.after the receipt of this feedback, modify your draft template in light of the feedback received.

Task 8: Prepare the Sales Report Template for Future Use

In this task, you will prepare the spreadsheet template for future use by others. To achieve this, you will need to
clear all the content in the template while recording your macro as required in the Project Brief.

R 1.in the Template, implement Function 6 as per the Project Brief’s requirements:
∙ record the macro and assign to the Clear Template Macro Button
∙ test the macro button and all other functionalities for accuracy
∙ run the Clear Template Macro Button
∙ run the Export the Report Macro Button
∙ output must conform to the Style Guide standards
R 2.save and store the Template in accordance with organisational requirements
R 3.request feedback from the Sales Manager (Assessor) on the draft Template
R 4.after the receipt of this feedback, modify your draft template in light of the feedback received R 5.attach the
screenshots of your cloud-platform with all the folders and files as an Appendix to your Student Assessment
Workbook.

KII4003-AG-V1.22052018 Downtown Australia Pty Ltd t/a Kingsford International Institute

RTO:45363 | CRICOS: 03689D 11

KII4003 Working With Spreadsheets Assessment Guide Appendix A: Milk Daily Fresh Simulation
The main theme of this simulation is based on the activities of an organisation called Milk Daily Fresh. The company
is a retailer of milk drinks including full cream, unhomogenised, skim, fat free, goat, long life, almond, and rice based
products.

It was reported in the previous sales meeting that the Sales Team has been having issues with analysing the sales
performance based on current and historical raw data stored in spreadsheet and text file formats. The Sales Team
needs to have regular statistical reports to keep track of sales performance for each individual product. However, the
Sales Team does not have the necessary skills to create a master template that can automate a statistical sales
performance analysis and visualise the outcomes accordingly. For this reason, the Sales Manager has contacted the
Document Management Specialist (DMS) to design and develop the Sales Report Template based on the
requirements stipulated in the Project Brief document.

Staff who will use the Template has the following characteristics:
∙ novice users form 70% of the target audience and have the following background in using Excel: -
they are mainly interns or junior sales staff who have recently joined the workforce
- have a basic understanding for the Excel environment
▪ can enter data accurately but not too efficiently
▪ can undertake simple data entry tasks but not complex data analysis
▪ have restricted knowledge about the features in Excel
- have very limited or no experience in running macros
- have a very basic understanding in creating charts
∙ intermediate users form 20% of the target audience and have the following background in using Excel: -
experienced sales people with a minimum of five years’ exposure to the workforce
- have a good overall understanding for the Excel environment
- can write simple formulas and create simple charts
- have the ability to use most of the features efficiently
- have a basic understanding of running macros in a spreadsheet
∙ experienced users form 10% of the target audience and have the following background in using Excel: -
holding a managerial position with at least ten years of experience in the workforce
- experienced in Excel as end users but have not been exposed to writing or editing macros -
have a solid understanding for the Excel environment and how it operates
- can write complex nested functions and create sophisticated charts
- can record macros without tuning for efficiency or debugging in case there is an issue.

Moreover, as the current Work Health and Safety Representative (HSR) of Milk Daily Fresh, the Sales Manager wants
to see if the DMS is up-to-date with current ergonomics and work organisation practices.

Furthermore, Milk Daily Fresh prides itself as a good corporate citizen that accepts the importance of being
collectively responsible for its local community and environment as an integral part of their core business. Therefore,
the company has established energy management policy and procedures to promote sustainability in the workplace.
The Sales Manager, who had an active role in developing these practices, needs to ensure whether or not the DMS
has a sound understanding of the organisation’s energy management procedures.

You will take the role of the DMS to produce the spreadsheet template in accordance to the requirements and
standards given in the Project Brief and Spreadsheet Style Guide respectively. You will also demonstrate the
organisation’s ergonomic and sustainability practices related to spreadsheet production.

Simulation Phases
This simulation is divided into the following phases:
Phase 1: you will clarify spreadsheet requirements with the Sales Manager and demonstrate the organisation’s

KII4003-AG-V1.22052018 Downtown Australia Pty Ltd t/a Kingsford International Institute

RTO:45363 | CRICOS: 03689D 12

KII4003 Working With Spreadsheets Assessment Guide

internal ergonomics and sustainability practices related to spreadsheet production.

Phase 2: you will produce and store the Sales Report Template in line with the requirements and standards
outlined in the Project Brief and Style Guide respectively.

Your Role in the Simulation

Your roles and responsibilities throughout the simulation are as follows:

Phase 1:
Phase 1 occurs in Task 1. In Tasks 1.1 and 1.2, you will have a meeting with the Sales Manager who will be external to
your class. This is to clarify spreadsheet template requirements and demonstrate organisational ergonomics, work
organisation strategies, and energy and resource conservation techniques.

There will be two sequential sessions where you will be interacting with the Sales Manager as the Document
Management Specialist. The sessions are broken down as below:

∙ Session 1 (Task 1.1): focused on your interpersonal skills to effectively listen and question the Sales Manager to
clarify spreadsheet requirements. Your Assessor will not play a role in this observation activity as they will be
observing your interaction with the Sales Manager and documenting evidence in Observation Check Sheet 1
provided in Appendix B. The duration for Session 1 is 20 minutes.
∙ Session 2 (Task 1.2): centred on your ability to organise your work environment in accordance with Ergonomics and
Work Organisation Policy and Procedures. Session 2 will occur straight after the completion of Session 1. Your
Assessor will not play a role in this observation activity either as they will be observing your interaction with the
Sales Manager and documenting evidence in Observation Check Sheet 2 provided in Appendix B. The duration
for Session 1 is 25 minutes.

In Phase 1, you will:

∙ meet with the internal client, Sales Manager, to clarify spreadsheet requirements in order to design, develop,
format, and maintain organisational documents
∙ demonstrate understanding of organisational policy and procedures in relation to ergonomics, work organisation
strategies, and energy management.

Phase 2:
Phase 2 occurs in Tasks 2 – 8. In Phase 2, you will keep interacting with the Sales Manager who will be role played by
your Assessor. This is to receive input on the production of your Sales Report Template.
In Phase 2, your responsibilities are as follows:
∙ interact with the Sales Manager to design, develop, format, and maintain organisational documents as per the
requirements of the Project Brief
∙ review and update organisational documents to ensure Style Guide standards are met ∙ create
innovative techniques and technologies to improve document management practices ∙ establish
Milk Daily Fresh cloud-based repository
∙ maintain the integrity of master templates ensuring accurate version control
∙ exercise security surveillance over document production, distribution, storage, and archiving.

KII4003-AG-V1.22052018 Downtown Australia Pty Ltd t/a Kingsford International Institute

RTO:45363 | CRICOS: 03689D 13
KII4003 Working With Spreadsheets Assessment Guide Simulation Setup
The simulation chosen is to give you the opportunity to provide evidence that demonstrates your ability to produce a
spreadsheet template incorporating advanced software functions and follow best practices in ergonomics and
sustainability in relation to spreadsheet use and production. We have tried to make this simulation as real as
possible within a classroom setting through using scenarios that are typical of a workplace.
To carry out your role in this simulation will require you to follow these steps:
Step 1. At the commencement of the unit, your Assessor will overview the assessment with you. You will then sign
the declaration of your understanding located in the Student Assessment Workbook (Pre-Assessment
Checklist).

Step 2. Your Assessor will select an appropriate stakeholder who are external to your class and experienced in
spreadsheet design and production. This stakeholder will play a key role in clarifying the spreadsheet
requirements for you.

Step 3. Before you commence on your work, your Assessor will arrange the equipment and facility needs for you
to undertake simulation activities. These will include the following at a minimum:
∙ quite room (for observation sessions)
∙ computer (to undertake written and research tasks)
∙ Internet access (to conduct research)
∙ word-processing software (to document their responses)
∙ spreadsheet software (to undertake the simulation tasks).

In case you have special needs within the context of this simulation, you must immediately
communicate this with your Assessor.

Step 4. You will hold two consecutive sessions, as follows:

∙ Session 1 (Task 1.1): clarify spreadsheet requirements with the Sales Manager (20 minutes) ∙ Session 2
(Task 1.2): demonstrate organisational ergonomics, work organisation and sustainability practices (25
minutes).

Your Assessor will observe your interactions with this stakeholder and document feedback using the
Observation Check Sheet 1 (Task 1.1) and Observation Check Sheet 2 (Task 2) provided in Appendix B.

Step 5. You will design the Template in accordance to the Project Brief and Style Guide. This will require you to use
the Organisational Logo file (Task 2.1).

Step 6. You will implement a web-based cloud storage platform to save all your work for the remaining of the
simulation (Task 2.2).

Step 7. You will implement Function 1 as per the Project Brief and Style Guide. This will require you to use the
 Current Data.xlsx file (Task 3).

Step 8. You will implement Function 2 as per the Project Brief and Style Guide. This will require you to use the
Historical Data.txt file. You will also conduct an external research to bring solution to a potential
spreadsheet problem (Task 4).

Step 9. You will implement Function 3 and 4 as per the Project Brief and Style Guide (Task 5).

Step 10. You will implement Function 5 as per the Project Brief and Style Guide (Task 6).

Step 11. You will implement Function 6 as per the Project Brief and Style Guide. You will produce and upload your
PDF outputs to their cloud platform accordingly (Task 7 and 8).

Step 12. Upon the completion of the assessment, finalise your Student Assessment Workbook to be submitted to
your Assessor.

KII4003-AG-V1.22052018 Downtown Australia Pty Ltd t/a Kingsford International Institute

RTO:45363 | CRICOS: 03689D 14

KII4003 Working With Spreadsheets Assessment Guide
Assessment Conditions for the Observation
The information in this section outlines the assessment conditions for the two observation sessions which occur in
Phase 1 and involve your interaction with a stakeholder (Sales Manager).

Before the Observation:

∙ you must ensure that you have read and understood any documents required to undertake the observations ∙ you
must ensure that you have read and understood all performance requirements listed under Task 1 ∙ you must ensure
that you have read the requirements listed in the Observation Check Sheets as your performance will be judged
based on these criteria (see Appendix B)
∙ you must inform your Assessor to arrange the equipment and resources you need to deliver your session ∙
your Assessor will inform you of the date of your Observations.

During the Observation:

∙ you will be interacting with the stakeholder who is external to your class
∙ Session 1 will have a total duration of 20 minutes, and Session 2 will have 25 minutes ∙ other students
will not be observers during these sessions as this will give them an unfair advantage ∙ you cannot refer
to the Observation Check Sheets while undertaking the observations ∙ your Assessor will:
- observe you individually based on the criteria in the Observation Check Sheets:
▪ Session 1 (Task 1.1) – Observation Check Sheet 1
▪ Session 2 (Task 1.2) – Observation Check Sheet 2
- document their observations in detail on the Observation Check Sheets
- provide extensive written feedback
- ensure that the session will be free from distractions
∙ you must comply with WHS requirements
∙ you must demonstrate all the criteria in the Observation Check Sheets to achieve a satisfactory result for the
Observation.

After the observation:

∙ if you are successful, your Assessor will summarise your performance during the observation ∙
if you are unsuccessful, your Assessor will:
- provide written feedback on the Observation Check Sheets explaining their justification in detail -
communicate this feedback to you
- arrange another suitable time to observe your second attempt.

KII4003-AG-V1.22052018 Downtown Australia Pty Ltd t/a Kingsford International Institute

RTO:45363 | CRICOS: 03689D 15

KII4003 Working With Spreadsheets Assessment Guide

Appendix B: Observation Check Sheets

We have provided the Observation Check Sheets for you to prepare for your assessment with the Assessor.
Remember, you will not be able to use these Check Sheets during the sessions. However, we recommend you use
these as a planning tool so that you are fully prepared for the observations.

Note that you must demonstrate all the criteria listed in the following Observation Check Sheets to be deemed
satisfactory.

Observation Check Sheet 1

Performance Requirements:
1. Introduction
◻ welcomes the Sales Manager with a friendly tone

◻ summarises the purpose of the session in a clear and concise manner

◻ states clearly what they would like to achieve

◻ explains how long this will take

◻ seeks confirmation of this process

2. Body
◻ overviews the background to the project

◻ summarises the documents required

◻ outlines the functionalities needed

◻ invites Sales Manager to share their input

◻ takes notes
3. Throughout the Body - Listening and Questioning
◻ language is clear, vivid, and understandable

◻ tone is pleasant and volume is audible

◻ pace is at the right speed to achieve clarity

◻ questions are open ended that assist in uncovering views
(e.g. ‘what do you want to achieve by that?’)
◻ seeks detailed responses using funnel questions
(e.g. ‘how about if we do this way?’)
◻ attempts to elicit feedback from the Sales Manager
(e.g. ‘do you think the same?’)
◻ listens the Sales Manager attentively without interrupting
◻ confirms understanding
(e.g. ‘did I understand right?’)
◻ provides relevant and logical responses to the questions directed by the Sales Manager

◻ confirms listening through positive body language (e.g. nodding head)

◻ encourages the Sales Manager to continue with small verbal comments (e.g. ‘Yes’, ‘uh huh’)

◻ uses pauses correctly to allow time for thought

KII4003-AG-V1.22052018 Downtown Australia Pty Ltd t/a Kingsford International Institute

RTO:45363 | CRICOS: 03689D 16

KII4003 Working With Spreadsheets Assessment Guide
Performance Requirements:
(e.g.; a two second pause after a question)

◻ concludes a discussion or a decision

(e.g. ‘do we agree on that?’)
◻ takes notes without losing focus
4. Conclusion
◻ overviews what has been agreed

◻ seeks confirmation

◻ finishes the session in 20 minutes

Observation Check Sheet 2

Performance Requirements
1. Ergonomics
Screen and Lightning
◻ positioned directly in front where top of the screen was at eye level
◻ located about an arm’s length from the shoulder
◻ text is clearly visible with adequate lighting in the environment
Chair
◻ adjusted to keep the body in an upright position
◻ both feet rests on the floor
◻ backrest supports the natural curve of the lower back
◻ seat height allows adequate knee clearance
◻ maintains the worksurface at elbow level where shoulders are relaxed, and arms rest with comfort
Worksurface
◻ has adequate space for placing work objects
◻ places the keyboard and mouse side by side at elbow level
◻ work related objects are reachable preventing reaching out
◻ supports a neutral wrist and arm position (fixed surface)
Keyboard and mouse
◻ keyboard and mouse are positioned flat directly in the front
◻ keyboard and mouse are levelled with the forearms, wrists and hands preventing bending the wrists while
operating
◻ mouse is located next to the keyboard and aligned to the hand used
Posture
◻ head is upright and not straining forward or backward
◻ eyes are looking at the screen slight downward where the neck is elongated and relaxed
◻ shoulders are relaxed and not raised avoiding shoulder shrug
◻ back is straight and spine supported
◻ a 90◦ elbow angle is maintained allowing a neutral wrist posture
◻ thighs are horizontal with a 90◦- 110◦ angle at the hip while sitting
◻ both feet are completely flat on the ground
2. Work Organisation Strategies
◻ discusses the recommended length of rest and meal breaks
◻ explains the maximum work hours

KII4003-AG-V1.22052018 Downtown Australia Pty Ltd t/a Kingsford International Institute

RTO:45363 | CRICOS: 03689D 17

KII4003 Working With Spreadsheets Assessment Guide
Performance Requirements
◻ explains the 20-20-20 rule correctly
Stretching and Exercising Neck
◻ turns chin to each side of shoulder as far as is comfortable
◻ ears down towards each side of shoulder, relaxing the neck comfortably without elevating shoulders to ears
◻ sits in an upright position when performing each procedure
◻ keeps shoulders relaxed when performing each procedure
Stretching and Exercising Shoulders and Arms
◻ raises shoulders towards ears and slowly releases back to normal position
◻ slowly rolls shoulders backward in a circular motion
◻ interlaces fingers and straightens arms above head, behind back and out to the front of chest while palms facing
out
◻ gently pulls each elbow with opposite hand and pulls across chest towards the opposite shoulder as far as is
comfortable
◻ crossed arms in their front of their body and raised their hands over their head
◻ keeps an upright position and breaths slowly, deeply and correctly throughout the session while performing
these procedures
Stretching and Exercising Back
◻ releases tension in lower back and elongates the spine by a deep stretch
◻ stretches the middle and upper back:
 ∙ gently pulls each elbow with opposite hand across chest towards the opposite shoulder as far as is
comfortable
∙ stands upright, arms are lifted overhead, finger tips point the ceiling, and hands are reaching upwards ◻
relaxes the back and side muscles:
∙ interlaces fingers and lifts arms over head, keeping elbows straight
∙ pushes arms in an upward direction as far as possible where palms are facing out
∙ stretches to sides by slowly leaning to the left and right
Stretching and Exercising Wrists and Hands
◻ grasps the hand and slowly bends the wrist down while holding fingers with the other hand ◻
grasps the hand and slowly bends the wrist upward while holding fingers with the other hand ◻
straightens fingers and then makes a fist by bending their fingers at the knuckles
◻ places palms together with fingers pointing toward ceiling and pushes firmly against each other ◻
keeps the arms raised to shoulder height and elbows straight while demonstrating each procedure ◻
performs each procedure for both sides (left and right)
Exercising Eyes
◻ keeping eyes wide open, looks up and then down as far as possible
◻ keeping eyes wide open, looks to the right and then to the left as far as possible
◻ makes circles with eyes by rolling them clockwise and then counter-clockwise
◻ keeps back and neck straight and head still during demonstration
3. Energy and Resource Conservation Techniques
◻ overviews the 3R concept
◻ explains each of the 3R’s in an office environment
◻ explanation includes examples for each element of the 3R
◻ examples are specific for spreadsheet production and use
4. Time
◻ the session is completed in 25 minutes

KII4003-AG-V1.22052018 Downtown Australia Pty Ltd t/a Kingsford International Institute

RTO:45363 | CRICOS: 03689D 18