4003 Working With Spreadsheets Assessment 1

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4003 Working With Spreadsheets Assessment 1

Assessment Information
Welcome to your Student Assessment Workbook for KII4003 Working with Spreadsheets.

Unit of Competency

BSBITU402 Develop and use complex spreadsheets

This Student Assessment Workbook is where you will write all your responses for the knowledge questions and
simulation tasks. Please refer to the Student Assessment Guide for more information.
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.

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.
Please note that your responses for both assessment events can (where appropriate) use dot point format. See below
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.

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4003 Working With Spreadsheets Assessment 1

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 that you will be conducting the presentation in.

Important Information:
Remember, you do not type your answers in the Student Assessment Guide but use this Student Assessment Workbook
instead. The Student Assessment Guide 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 type your answers for the questions in Assessment Event 1 in this Student Assessment Workbook. In Assessment
Event 2, you are required to produce a spreadsheet template and a PDF export of this template as the output of the
simulation. Your Assessor will need electronic copies of these files in order to assess your performance in these
assessment tasks; therefore, you will not use the Student Assessment Workbook for this purpose, rather, you will
upload these files to the web-based cloud storage platform which you will have created in Task 2.2. Please refer to
Task 2.2 in the Student Assessment Guide for specific instructions.
However, note that Task 8 will require you to produce screenshots of your cloud platform with folders and files, and
then attach to this Student Assessment Workbook as an Appendix.

To Achieve Competence
To be deemed competent for this unit, you will need to meet the following requirements:

• 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.

Pre-assessment Checklist
Your assessor will go through the assessment for this subject, KII4003 Working with Spreadsheets. It is important that
you understand this assessment before taking on the questions and tasks. To confirm that you have been given this
overview, we ask you to complete the following Pre-Assessment Checklist.
You are required to carefully read each checklist item provided below and tick either ‘Y’ to confirm your understanding
or ‘N’ if you disagree. In case you disagree with an item, please provide your reason under the ‘Comments’ column.

When you have done this, we ask you to sign this Pre-Assessment Checklist. This acknowledges that your
Trainer/Assessor has discussed all of the information with you prior to undertaking this assessment.
Pre – assessment Checklist Comments

Y /  N I, the student, understand the purpose of the assessment.

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 4003 Working With Spreadsheets Assessment 1

I understand when and where the assessment will occur, who will
Y /  N assess and in what format the assessment will be submitted.

Y /  N I understand the methods of assessment.

I understand what resources are required to complete this

Y /  N assessment.

I understand the performance level required for each assessment

Y /  N event.

I understand that it must be my own work. I have been explained

Y /  N and understand the serious consequences in case this work is found
plagiarised.

Y /  N I understand the process if I am deemed not yet competent.

Y /  N I understand the feedback process and the appeals process.

The assessor has discussed with me if I have any special needs and if
Y /  N so what arrangements have been made.

Student Full Name Student ID Student Signature Date

Maria Denesse C. Hernaez 20220135 21/07/2022

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. insert your responses into the table:

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4003 Working With Spreadsheets Assessment 1
Functions Explanation Example of use
Enables you to apply formatting
Allows you to format the cell data in
according to rules. You can apply a
different ways. You can show tiny bars
single rule or multiple rules, and you can
Conditional Formatting so the cells look like a bar chart, change
use the preset rules provided by Excel or
the colors for high and low values and
customize them for your particular
other options.
needs.
Allows you to quickly create charts, add Allows you to quickly add charts to
tiny miniature graphs called sparklines, your workbook. After you add the
Analysis ToolPak work with totals, format the data with chart, you can modify it using the
conditional formatting, and create Pivot procedures covered in the previous
tables. exercises.
Format Painter is a feature found in
most Office applications that allows you
to quickly copy formatting attributes
that you have already applied and
“paint” those attributes onto other text,
Used to copy font, font size, font
shapes, pictures, and worksheet cells.
color, character attributes like
You can use Format Painter to copy
Cell Formatting bolding and underlining, alignment,
font, font size, font color, character
indentation, number formats, and
attributes like bolding and underlining,
borders and shading.
alignment, indentation, number
formats, and borders and shading.
Format Painter is located in the
Clipboard group on the Home tab and
on the Mini toolbar.
Functions provide an easy way to
Enables you to use commands for perform mathematical work on a range
Functions and Formulas quickly inserting functions, inserting of cells, quickly and conveniently.
totals, and displaying a visual map of Formulas to perform common and
cells that are dependent on a formula complex calculations.
Are collaborative ways to quickly
Used to examine and analyze related
PivotTables condense and rearrange large amounts
totals
of data
A graphical representation of numeric
data in a worksheet. Data values are Used in situations where a simple table
represented by graphs with won't adequately demonstrate
Charts
combinations of lines, vertical or important relationships or patterns
horizontal rectangles (columns and between data points
bars), points, and other shapes
For example, you might want to sort
customers in a table by their last name
rather than an arbitrary customer
number you won’t remember. When
Sorting you enter a new customer, you might
find it easier to enter the name at the
bottom of the list and then resort the
Helps you to locate the precise data table alphabetically. This way, you don’t
you need. have to manually insert a blank row in

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4003 Working With Spreadsheets Assessment 1
the middle of the worksheet, at the
appropriate alphabetical location.
Search engine to return the most
A way for you to formally specify the
Filter relevant data to your search at the top
boundaries of your database table
of the list.
Dependent cells contain formulas that
refer to other cells. That means, if the
Formula Auditing active cell contributes to a formula in
Allows you to graphically display the another cell, the other cell is a
relationship between formulas and cells dependent cell on the active cell.
Enable you to perform the same
A series of steps that can be repeated sequences of commands in different
Macros
and that you might want to repeat places, cutting down the time it takes to
frequently to save you time. complete redundant work.
A way to freeze portions of a worksheet
onscreen so that when you do scroll
Lock specific rows and columns in
Freeze Panes down, or even when you change
place
magnification, you don’t lose track of
which elements the labels refer to.
Splitting the screen divides the current
worksheet vertically and/or horizontally
Split View into two or four sections allowing you
Used to view multiple copies of the to see the same or different areas of
same worksheet the worksheet.
Enable you to control who can access Only authorized users can view or
Protect and Share Workbook
and change your Excel data modify your data
Stores a series of records in a relatively
Can store a large amount of related
Get External Data simple format, and Excel is a program
data
that uses data files in this manner.
Set up rules that keep you or anyone
Helps to ensure that data gets entered else from entering invalid or unusable
Data validation
correctly, before it gets processed data, or from failing to enter data when
incorrectly. it’s required.
process of changing the values in cells
Allows you to try out different values
What-If Analysis to see how those changes will affect the
(scenarios) for formulas
outcome of formulas on the worksheet.

Question 2
Describe how formatting and designing an Excel worksheet impact the presentation and readability of data. insert
your response below:
Formatting and designing an Excel worksheet improves the readability and design of spreadsheets. Formulas and
functions allow repetitive calculations to be done automatically.

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4003 Working With Spreadsheets Assessment 1

Question 3
Using the table below, explain organisational requirements for ergonomics when working with spreadsheets.
insert your responses into the table below:
Equipment Organisational Requirements
A computer screen emits low levels of radiation that cannot be seen within the human
eye. It is worth noting that this radiation is much less than radiation emitted by natural
Computer screen
sources. Computer screen radiation is considered to be well below the level that is
deemed harmful, according to the International Radiation Protection Association (IRPA).
Your chair should allow you to be comfortable whilst accommodating your work
surfaces and permitting you to perform your required tasks. The height of your chair is
really important; it should adjust to allow you to place your feet on the floor (or footrest)
Chair
whilst being able to reach your work surface. In order to fully support your back and
knees, your chair should allow for the adjustment of the seat or backrest. Ideally, you
chair adjustments should allow for your knees to be bent at a comfortable angle.
If you cannot rest your feet comfortably on the floor whilst you are seated, then you
Footrest
should use a footrest.
Your mouse and keyboard should be positioned at the same height next to each other,
as close as possible in order to minimise reaching. They should both be at a height that
allows your forearms, wrists and hands to be parallel to the floor. When using the
keyboard or mouse, no pressure should be put on your wrist; it should not be bent or
Keyboard and mouse over-extended. In order to maintain the best possible posture, your keyboard should be
lower than a typical writing surface. A smaller, low-profile mouse is usually better than a
bulky mouse; it can reduce the pressure on your wrist and arm. If your work space
cannot accommodate a keyboard and mouse, an under desk support device should be
used.
Control exposure to airborne contaminants. It is commonly used to remove
Ventilation contaminants such as fumes, dusts, and vapours, in order to provide a healthy and safe
working environment
Although working at a computer requires a lower overall light level than other tasks
Lighting (around 300 lux), the lighting within your work area should be set up in a way that
minimises visual discomfort.
Do not sit in a single, rigid position for too long. You should alternate between different
Posture postures regularly but remain in a neutral position at all times. Regular breaks are
encouraged to give your body a rest.
Elbows should be close to the body and the keyboard should be around hip-level so the
Desk hands are at the height of the elbows, or slightly lower. That means that the tabletop
should be roughly at or slightly below elbow height.

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4003 Working With Spreadsheets Assessment 1

Question 4
Explain organisational requirements for work periods and breaks when working with spreadsheets.
Insert your response below:
When working at your computer you should remember to take frequent mini breaks in order to refresh and relax
your muscles and joints. Have little ‘stretch’ breaks and look away from your screen every now and then to give your
eyes chance to rest too. Make sure your ‘lunch break’ actually involves a break; get away from that computer.
Remember to keep moving.

Question 5
Explain organisational requirements for conservation techniques when working with spreadsheets.
Insert your response below:
Within the workplace it is essential to use energy and resource conservation techniques. Not only does it keep your
(or your organisation’s) bills down, it helps to protect nonrenewable resources. From simply turning off the lights to
recycling every last scrap of paper, conserving energy and resources is a must.

For Assessor Use Only

Task Outcome Sheets

The Outcome Sheet below is the assessment questions and tasks for each of the assessment events that the student
is required to complete. Assessors, tick ‘S’ if the student achieved a satisfactory outcome for an assessment task and
‘NYS’ if the student does not meet these requirements. Also, you are required to write comments on the quality of
this evidence under the ‘Comments’ column. For your judgement on the student’s overall performance, tick
‘Satisfactory’ if the student achieves a satisfactory outcome for all of the tasks or ‘Not-Yet-Satisfactory’.

Assessment Event 1 – Knowledge Questions

Assessment Event 1 S NYS Comments

Question 1

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4003 Working With Spreadsheets Assessment 1

Question 2

Question 3

Question 4

Question 5

The student’s performance for Assessment Event 1 is  Satisfactory  Not-Yet-Satisfactory

Assessor Signature: Date:

Assessment Outcome Sheet

Student ID 20220135 Family Name Hernaez First Name Maria Denesse

Course Code Course Title

Subject KII4003 - Working with Spreadsheets

Unit Code BSBITU402 Unit Title Develop and Use Complex Spreadsheets

Assessment Outcome
Assessor, please tick and date the student’s final outcome of this assessment:
Initial Submission Date Re-submission 1 Date Re-submission 2 Date

C NYC ___/___/____ C NYC ___/___/____ C NYC ___/___/____

Assessor’s Feedback
Assessor, please provide your comments on the student’s final outcome of this assessment:

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4003 Working With Spreadsheets Assessment 1

Assessor Full Name Signature Date

Receipt of Student’s Assessment

Assessor, you must provide the completed copy of this receipt to the student as an evidence of submission of their
assessment to you.
Maria
Student ID 20220135 Family Name Hernaez First Name
Denesse
Course Code Course Title
Unit Code BSBITU402 Unit Title Develop and Use Complex Spreadsheets

Extension Date
Due Date __/__/___ Date Received __/__/___ YN __/__/___
Approved Approved
Assessor’s
Initial Submission  Re-submission 1  Re-submission 2 
Signature

Student Feedback Form

Dear Student,
We are keen to improve our products and services, and assessment tools are a key part of this. Therefore, we would
welcome your feedback on the assessment. If you could take a few minutes to complete the form below, it would be
greatly appreciated. Please provide thoughtful responses as your opinions are highly valued.

Yes No Questions

Y /  N Did the assessment cover the training you received for this unit?

Were the questions in Assessment Event 1 based on realistic activities that you would expect to be
Y /  N doing in a workplace?

Y /  N Did you understand the assessment instructions?

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4003 Working With Spreadsheets Assessment 1

Y /  N Were the tasks easy to understand?

Y /  N Did the Assessor set up and run the simulation professionally?

Y /  N Was the Assessor’s decision fair?

Y /  N Was the Assessor’s feedback specific?

Y /  N Was the Assessor’s feedback comprehensive?

Y /  N Was the Assessor’s feedback constructive?

Y /  N Was the Assessor’s feedback timely?

Y /  N Were you satisfied with your effort in this assessment?

What would you change about this assessment?

None.
What could the Assessor have done differently to improve the
assessment process and/or assessment feedback?
He assists and give enough time for the
students.
Overall, what was the most significant challenge of this assessment?

To understand Microsoft excel.

Overall, what did you like the most about this assessment?

I learned Microsoft excel.

Do you have any other comments?

None.

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