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Manipulate data and ensure integrity

This Unit Standard is intended for people who need to produce and/or modify sophisticated spreadsheets in a variety of industry and economic sectors
Course Prerequisites:
Mathematical Literacy at NQF Level 3. Communication at NQF Level 3. Computer Literacy at NQF Level 3.
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Duration
2 Days

The qualifying learner is capable of:

Validating and sorting data in a spreadsheet.
Applying security settings to a spreadsheet.
Using a range of functions within a spreadsheet.
Using formula, mixed references and named ranges to provide solutions to a problem.
Auditing formula to ensure data integrity.
Creating and edit scenarios.

Course Content

Validating and sorting data in a spreadsheet

  • Data validation is applied to data in a spreadsheet to ensure consistency and integrity. Data
    validation includes but not limited to text length (must be limited to at least ten [10]
    characters).
  • Validated data properties are edited in accordance with user requirements.
  • Data validation is removed from data in accordance with changing spreadsheet requirements.
  • A simple data sort is performed in order to organise information for ease access. Sorting
    includes but is not limited to ascending order, descending order.
  • Data is sorted by columns to organise information in accordance with user requirement.
  • Data is sorted by months and weekdays in order to provide breakdown summaries.

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Apply security settings to a spreadsheet

  • Security settings are explained in terms of their use.
  • Security settings are applied to restrict and/or limit access to information.
  • Security settings are changed in accordance with user requirements.
  • Security settings are removed in accordance with changing requirements.

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Use a range of functions within a spreadsheet

  • Date and time functions are used to manipulate chronological data.
  • Mathematical functions are used to facilitate the efficiency of calculations. Mathematical
    functions include but are not limited to SumIf, RoundDown, RoundUp, Even, Odd.
  • Statistical functions are used to analyse statistics. Statistical functions include but are not
    limited to CountIf, Counta, Trend, Large, Small.
  • Financial functions are used to facilitate the efficiency of monetary calculations. Financial
    functions include but are not limited to FV, NPV, PMT, IPMT, NPER, PV, Rate.
  • Subtotalling features are inserted and removed to provide data breakdown for analyses.
    Subtotaling includes but is not limited to Individual subtotals, Nested subtotals.
  • Text functions are used to facilitate the formatting of data for reporting purposes. Text
    functions include but are not limited to Upper, Lower, Proper, Concatenate.
  • Lookup and Reference functions are used for retrieving data. Functions include but are not
    limited to Lookup VLookUp, HLookUp.
  • Logical functions are used to select and organise data. Logical functions include but are not
    limited to IF, AND, OR, NOT, TRUE, FALSE, nested IF function.
  • A mixed reference is used in a formula in order to analyse data.
  • A named range is used in a formula to select a data source or sub-source.

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Use formula, mixed references and named ranges to provide solutions to a problem

  • The input to a result is found in a formula by adjusting a value.
  • Scenarios are created to demonstrate different possible outcomes.
  • Scenarios are edited to establish different outcomes.
  • A scenario summary report is created to provide an overview of the implications of the data.
  • Ranges are create and used to select specific data.
  • Named ranges in a spreadsheet are analysed in terms of their use and impact. Cells, formula,
    labels.
  • A named range is created to facilitate referencing of data. Range includes but is not limited to
    cells, formula, and labels.
  • A named range is deleted and/or edited in accordance with user requirements.
  • A named range is navigated in order to access named data.

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Audit formula to ensure data integrity

  • An error in a formula is traced in order to identify the correct data to be required.
  • An error in a formula is edited to rectify data in accordance with data integrity requirements.
  • Precedent and dependent cells are traced for a selected cell in order to determine the value of
    other cells.
  • Trace precedent and dependent arrows are removed in accordance with user requirements.
  • Formulae are displayed and viewed in order to ensure that the value required is accurately
    determined in a worksheet
  • Formula are hidden from view in a worksheet to facilitate focus on overall data presented.

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CTU Training Solutions , Updated: July 28th, 2019

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