Purpose
This unit standard is intended for people who need to plan, produce, use and spreadsheets to solve problems using a
Graphical User Interface (GUI)-based spreadsheet application either as a user of computers or as basic knowledge
for a career needing this competency, like the ICT industry.
People credited with this unit standard are able to:
• Importing and exporting text files.
• Consolidating and linking data within spreadsheets.
• Applying filters and use forms in a spreadsheet.
• Creating and using macros.
• Combining and comparing large sets of data in a spreadsheet.
• The performance of all elements is to a standard that allows for further learning in this area.
Learning assumed to be in place and recognition of prior learning
The credit value of this unit standard is calculated assuming a person is competent in:
• Mathematical literacy and communication skills at least at NQF level 2.
Unit Standard Range
This standard is applicable to any spreadsheet application that runs on any Graphical User Interface(GUI) operating
system:
• Where wording is not exact for the chosen operating system or application, the learner can choose the
equivalent item or option to demonstrate competence in the specific outcome or assessment criteria.
Learning Outcomes
1. Import and export text files.
• Data is imported from an external text file to a spreadsheet
• Data is converted according to user requirements
• Data is exported to a text file from a spreadsheet
2. Consolidate and link data within spreadsheets.
• The uses of formulae are analysed to determine their impact on linking and consolidating spreadsheets
• Data from a single worksheet is replicated across multiple worksheets and spreadsheets
• Data from multiple spreadsheets is consolidated and linked using a SUM function into one (1) worksheet
3. Apply filters and use forms in a spreadsheet.
• Single/simple filter criteria is applied to data in a spreadsheet
• Complex filter criteria are applied to data in a spreadsheet
• Filters are removed to deselect the filtered information
• The use of forms on a spreadsheet is analysed in terms of their role in the presentation of information
• A data form is created to capture data
• New records are added, edited and deleted to up-date the spreadsheet for data currency
• A filtered list is sorted to organise and access information
• A filtered list is printed to provide records of a query
4. Create and use macros.
• The use of macros on a spreadsheet is analysed in terms of their role in the presentation of information
• Macros are created, edited and run in accordance with user requirement
• Macros are used to automate repetitive tasks to facilitate data capturing
• Macros are created to set required filters to locate record
• Macros are assigned to toolbar buttons to facilitate ease of access to information
• Macros are deleted in accordance with user requirements
5. Combine and compare large sets of data in a spreadsheet.
• A report is created by using the application’s data analysis tools to combine and compare large sets of data
• Detail in a report is shown and/or hidden to focus attention on specific information required
• Totals in a report are shown to facilitate summary analysis
• Data in a report is updated to reflect changing user requirements
• Items in a report are grouped and ungrouped in accordance with user requirements
• Formatting in a report is changed in accordance with audience and user requirements
• The layout of a report is edited in order to reflect the required information in a given situation.
• A chart is created from report data for graphic representation of information
• A report is printed and deleted in accordance with organisation specific requirement