Spreadsheet Software L2 Unit Book

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Rudolph Willis
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1 Spreadsheet Software L2 Unit Book

2 Contents Follow our unique Step by Step Unit Completion guide to complete the Unit efficiently, and effectively. Step 1. Unit Overview Step 2. Plannning your task Step 3. Completing your task a. Use a spreadsheet to enter, edit and organise numerical and other data b. Select and use appropriate formulas and data analysis tools to meet requirements c. Select and use tools and techniques to present and format spreadsheet information. Step 4. Submitting your task Appendix A Unit Content - learning outcomes, assessment criteria, knowledge and skills Cool cats Computing itq Back to Work Spreadsheet Software Unit Book L2 Page 2 of 8

3 Step 1. Unit Overview This Unit Book will guide you through the process of planning and completing a a real task in the form of a personal Budget Account spreadsheet that will be used as evidence for the unit. All units within itq Back to Work involve you showing your competence and understanding of the skills and knowledge included in the unit. The majority of the required knowledge is contained within this Unit Book and your tutor will ensure you are competent in the necessary skills, supported by the unit training material that can be used independently. See Appendix A Unit Content - for a detail of learning outcomes, assessment criteria, knowledge and skills The task for this unit involves the following ICT skills and knowledge: using spreadsheet software to enter, edit and organise numerical and other data select and use appropriate formulas and data analysis tools to meet requirements use tools to format and present information select and use tools and techniques to present and format spreadsheet information The task for this unit involves the following Back to Work skills and knowledge: creating an effective personal Budget Account to manage your own income and expenditure updating this account on a monthly basis In order to ensure you fulfil all the evidence requirements of the Unit you should complete each step in detail. This Unit Book should be used with the following files: Your L1 After Task file - Spreadsheet L1 Task After BtW.xlsx Task Example file - Spreadsheet L2 Task After BtW Example.xlsx Unit Submission file - Unit 70 Submission Form L2 BtW.docx We have used Microsoft Excel 2007 software to create the document files but the general techniques, and tools, apply to all similar spreadheet software. If you need to know more about using spreadsheet software then there are a number of other resources available in the unit training material. Read through the whole of this Unit Book first before moving to Step2. Cool cats Computing itq Back to Work Spreadsheet Software Unit Book L2 Page 3 of 8

4 Step 2. Planning your task Before starting your unit task it is a good idea to do a little planning about how you will carry out and record your work. A good starting point is to look at the example task file that we have provided. Load and examine the Task Example file - Spreadsheet L2 Task After BtW Example.xlsx This previously completed task will clarify what evidence is required and how it might be structured. Step 3: Completing your task You complete your task using your L1 After Task file provided. Load and examine the L1 After Task file Spreadsheet L1 Task After BtW.xlsx You should use Save As this file with the new name: - Spreadsheet L2 Task After BtW.xlsx To your Pen Drive in the Spreadsheet Folder In your taught lessons your tutor will ensure that you have the necessary skills to complete the task. In addition, there are unit training resources available that you can use independently. a. Use a spreadsheet to enter, edit and organise numerical and other data. This is the section where you put your information together to create your spreadsheet. To complete this section you need to: Combine and link data across worksheets Store and retrieve spreadsheet files effectively, in line with local guidelines and conventions where available 1. Identify what numerical and other information is needed in the spreadsheet and how it should be structured: Insert data into multiple cells at once, replicate data, find and replace, use absolute and relative cell references, add data and text to a chart. Numerical and other information: Numbers, charts, graphs, text, images 2. Enter and edit numerical and other information accurately: Cool cats Computing itq Back to Work Spreadsheet Software Unit Book L2 Page 4 of 8

5 Spreadsheet components (eg cells, rows, columns, tabs, pages, charts, ranges, workbooks, worksheets), structure, design and layout. 1. Combine and link data across worksheets: 2. Store and retrieve spreadsheet files effectively, in line with local guidelines and conventions where available See Appendix A for evidence requirements: The Unit Submission Form contains questions, and help, that will enable you to evidence your actions in this section You complete the task using your L1 After Task file provided Spreadsheet L2 Task After BtW.xlsx. Tip - it is a good idea to try and learn some keyboard shortcuts whilst completing this section see Unit Training resources. b. Select and use appropriate formulas and data analysis tools to meet requirements. 1. Identify which tools and techniques to use to analyse and manipulate data to meet requirements: 2. Use a range of tools and techniques to use to analyse and manipulate data to meet requirements: 3. Select and use a range of appropriate functions and formulae to meet calculation requirements See Appendix A for evidence requirements: c. select and use tools and techniques to present and format spreadsheet information To complete this section you need to: 3. Plan how to present and format spreadsheet information effectively to meet needs. The Unit Submission Form contains questions, and help, that will enable you to evidence this section. 4. Select and use appropriate tools and techniques to format spreadsheet cells, rows, columns and worksheets. 5. Select and format an appropriate chart or graph type to display selected information Cool cats Computing itq Back to Work Spreadsheet Software Unit Book L2 Page 5 of 8

6 6. Select and use appropriate page layout to present and print spreadsheet information 7. Check information meets needs, using spreadsheet tools and making corrections as necessary 8. Describe how to find errors in spreadsheet formulas 9. Respond appropriately to any problems with spreadsheets See Appendix A for evidence requirements: Step 4. Submitting your task To submit your Unit send the completed Unit Submission Form, Task file(s) and any other evidence files to your tutor. Good luck with the Unit Cool cats Computing itq Back to Work Spreadsheet Software Unit Book L2 Page 6 of 8

7 Appendix A - Unit Content Evidence Checklist and Evidence Guide for: Spreadsheet Software Level 2 (Credit Value 4) Criteria B1 Use a spreadsheet to enter, edit and organise numerical and other data. B1.1 Identify what numerical and other information is needed in the spreadsheet and how it should be structured B1.2 Enter and edit numerical and other information accurately B1.3 Combine and link data across worksheets Evidence Requirements B1.1 & 1.2 A minimum of one spreadsheet where two different charts and/or graphs are produced. The spreadsheet should contain a minimum of seven columns and fifteen rows of data that should include text, number, currency and an absolute or relative cell reference. Examples: Numerical and other information: Numbers, charts, graphs, text, images. Enter and edit: Insert data into single and multiple cells, clear cell, edit cell contents, replicate data, find and replace, add and delete rows and columns; use absolute and relative cell references, add data and text to a chart. Spreadsheet structure: Spreadsheet components (eg cells, rows, columns, tabs, pages, carts, ranges, workbooks, worksheets) structure, design and layout. B1.3 Provide at least two examples of combining and linking numerical and text data across different worksheets, within the same workbook. Examples: Combine and link: Concatenation, hyperlink, consolidate. B1.4 Store and retrieve spreadsheet files effectively, in line with local guidelines and conventions where available B2 Select and use appropriate formulas and data analysis tools to meet requirements. B2.1 Identify which tools and techniques to use to analyse and manipulate data to meet requirements. B1.4 Provide evidence of appropriate file management. Examples: Store and retrieve: Save, save as, find, open, close, open CSV file in spreadsheet application, save spreadsheet file as CSV; templates. B2.1 & 2.3 At least two different examples of choosing and using a range of techniques to analyse the data and manipulate it in order to achieve the requirements. Examples: Analyse and manipulate: Totals, sub-totals and summary data; sorting and display order; lists, tables, graphs and charts; filter rows and columns; Judgment of when and how to use these methods. B2.3 Use a range of tools and techniques to use to analyse and manipulate data to meet requirements Cool cats Computing itq Back to Work Spreadsheet Software Unit Book L2 Page 7 of 8

8 B2.2 Select and use a range of appropriate functions and formulae to meet calculation requirements B3 Select and use tools and techniques to present and format spreadsheet information. B3.1 Plan how to present and format spreadsheet information effectively to meet needs B3.2 Select and use appropriate tools and techniques to format spreadsheet cells, rows, columns and worksheets B3.3 Select and format an appropriate chart or graph type to display selected information B3.4 Select and use appropriate page layout to present and print spreadsheet information B3.5 Check information meets needs, using spreadsheet tools and making corrections as necessary B3.6 Describe how to find errors in spreadsheet formulas B3.7 Respond appropriately to any problems with spreadsheets B2.2 At least two different examples of using the most appropriate functions and formula, At least one example should be statistical or financial. Examples: Functions and formulas: Design of formulas to meet calculation requirements; mathematical, statistical, financial, conditional; logical functions. B3.1, 3.2, 3.3 & 3.4 Using the spreadsheet and graphs already created, review the presentation and use a range of tools and techniques to improve its effectiveness. Provide evidence of before and after formatting (minimum of four for spreadsheets and two for the graphs/charts). Examples: Format cells: Numbers, currency, percentages, number of decimal places, font and alignment, shading and borders; date and time formats, wrap text. Format rows and columns: Height, width, borders and shading, hide, freeze. Format charts and graphs: Chart type (eg pie chart, bar chart, single line graph, area, column, x-y scatter, stock, radar, doughnut, surface); title, axis titles, legend, change chart type, move and resize chart. Page layout: size, orientation, margins, header and footer, page breaks, page numbers, date and time, columns, adjust page set up for printing. B3.5 & 3.7 Ensure that the final work is accurate and fit for purpose. Errors to be corrected before final submission. Examples: Check spreadsheet information: Accuracy of numbers, formulas and any text; accuracy of results; suitability of charts and graphs; reveal formulae; layout and formatting; validity and accuracy of analysis; clarity of overall spreadsheet. Problems with spreadsheets: Using help; sorting out errors in formulae, circular references. Cool cats Computing itq Back to Work Spreadsheet Software Unit Book L2 Page 8 of 8

Microsoft Excel 2016 / 2013 Basic & Intermediate

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