This introductory workshop course offers students a brief introduction into Microsoft Excel, which is a database program that can be used for office work, budgeting, and organization.


Class Outline:

  1. Introduction

    1. Explain what excel is used for. Why is it helpful.

      1. also, at this time, explain what a spreadsheet is

        1. A Table made up of many cells

        2. Good for working with numbers or calculations, making charts, ect.

      2. Explain what excel is not--what it is not used for

        1. not a word processor

        2. bad at page layout

        3. bad at documents

  2. Workbook

    1. What is a workbook?

      1. Excel uses workbooks. A workbook is a document that can contain a single or many spreadsheets (you can refer back to this when you talk about the sheets tab)

    2. Opening a Workbook (spreadsheet)

      1. Go to start menu. Click on Excel. This will open a new workbook

    3. Navigating in the Workbook

      1. User Interface

        1. very similar to Microsoft Word, with a few new items

          1. briefly explain the different tabs and the types of operations you can do.

            1. eg. Home, Insert, Page Layout, Formulas, Data, Review, View

        2. Formula Bar

        3. Sheets Tab -- Sheets are a  visible page in the spreadsheet

      2. Note: if you haven’t already, explain what a cell is

      3. Spreadsheet Layout

        1. talk about the way spreadsheets are organized in rows and columns (A1, A2, B1 ….)

          1. explain the idea of cell references: A1, B17, ect.

          2. also show how to change the size of columns by going to the top of it (where A, B C .. are listed and moving mouse over the line between A and B until the double-sided arrow appears).

      4. Inputting Information

        1. you can input information and navigate to different cells by clicking on them, navigating to them with the arrow keys on your keyboard or pressing the tab or enter keys

      5. Cursor shapes

        1. explain shapes of cursor and their functions

          1. the big fat cross is the selector tool

          2. the cross made of four arrows which appear when you move your mouse to the border of a cell--for moving cells. click once and then drag.

          3. the black thin lined cross that appears when you move your mouse to the bottom right corner of a cell---it is used to copy information from one cell to another

  3. Formatting Cells

    1. explain how to format the cells to show dates, percentages, and dollars

      1. Under the home table, go to the numbers sections. There is a dollar sign, percent sign, and comma sign.

        1. those are quick links which allow you to format the cells to hold currency, percentages, and words. There is also a drop down menu directly above them with more options/ways to format the cells such as: dates, fractions, numbers, and time

        2. Show them they can also format a cell, or a section of cells by right clicking on the cell and clicking “format cells”

          1. briefly go over how to change the format of cells:

            1. general, number, currency, accounting, date, time, percentage, fraction, scientific, text, special, custom

        3. When you click on a cell it will tell you at the top-- in the Home Tab under the Number section, how the cell is formatted

    2. The other formatting tools in excel are similar to word, so we do not need to spend much time on them. Just briefly explain how to bold data in cells, underline it, place it in italics, change the font color, size, font type, and fill color

  4. Doing Arithmetic in Excel

    1. explain how you can use the cells to do arithmetic by clicking on a cell, hitting = and then entering an addition, subtraction, multiplication, or division problem

      1. =2+2

      2. =2-2

      3. =2*2

      4. =2/2

    2. show on board and have them do a few

    3. then have them add rows do the same operation with cell references

      1. enter 2 into A1. enter 2 into A2. In B1 enter: =a1+a2

-----------------------------------------If you have time, do the following section-------------------------------

  1. Working with Functions

    1. go to website

      1. under Resources go to Teacher’s Resources, and click on “click here to see our classroom curriculums." Find Introduction to Excel and download the Excel Class worksheet

    2. Show them how to select information in cells

      1. by clicking and dragging

      2. and also selecting certain columns and not others by using ctrl

    3. Have them select the information in the weekly pay, taxes in $$ and take home pay columns. They should do this by using ctrl. They should not delete the taxes columns,

    4. Then use the remaining information to recalculate what has been deleted

      1. get weekly pay by multiplying hourly pay by hours/week

      2. the taxes in $$ by weekly pay multiplied by taxes.

      3. take home pay by weekly pay minus taxes in $$

        1. show how you can do each of these by entering the data individually or by entering the reference number and copying the function to other cells (by selecting the cell and using the skinny black copying cross. click and then move cursor to the bottom right corner until the cross appears and then drag the function by moving the mouse down)

  2. Working with Formulas

    1. Have them select and delete all of the information in the Functions section.

    2. Show them how to use functions

      1. Sum

      2. Average

      3. Count Numbers

      4. Min

      5. Max

    3. And have them recreate the table using the various functions



Class Material: