EDT321EDT321 1 Summer Session Spreadsheets Using Microsoft Excel

EDT321EDT321 2 Summer Session Excel Objectives  Use Excel (Excel Skill Checklist)  Create and format spreadsheets  Use formulas and functions  Create charts and graphs  Analyze data in spreadsheets  Use analysis to make decisions

EDT321EDT321 3 Summer Session Session 1 Objectives  Use Excel (Excel Skill Checklist)  Create and format spreadsheets  Use formulas and functions  Create charts and graphs  Analyze data in spreadsheets  Use analysis to make decisions

EDT321EDT321 4 Summer Session Introducing Excel  Who uses spreadsheets? Accountants Communication or broadcasting majors working with statistics Teachers tracking student grades Etc.

EDT321EDT321 5 Summer Session The Purpose of Excel  Process information  Automatically perform calculations  Update calculations  Track data  Create graphs and charts  Create simulations

EDT321EDT321 6 Summer Session Creating Spreadsheets  Planning Data to be used Formulas to be used Charts and graphs to be created  Format Column and row labels Documentation of entries Legend and chart/graph labels

EDT321EDT321 7 Summer Session Excel Basics  The main screen  Rows and Columns  Cells and Ranges  Data Types and Formulas  Formatting  Charts and Graphs

EDT321EDT321 8 Summer Session The Main Screen Menu Bar Tool Bar Worksheet Tabs Row 3 Column D Workbook / File Name Cell A1

EDT321EDT321 9 Summer Session Cells and Ranges  Data is entered in cells  Cells have reference names UNIQUE names RANGES are grouped multiple cells Cell reference A1 Cell range A5:C6

EDT321EDT Summer Session Cell Reference Practice Give the reference names for these groups: 1. A1 2. B3:C3 3. C5:C7 4. A8:B

EDT321EDT Summer Session Format Options  Entire sheet  Columns  Rows  Cells  Format Painter  Merge cells icon  Font  Border  Color  Drawing Tools  Width and Height

EDT321EDT Summer Session Format Icons

EDT321EDT Summer Session Columns and Rows  Click and drag height and width  Entire column or row  Format from Menu Bar

EDT321EDT Summer Session Cell Formatting  Number  Alignment  Font  Border  Pattern  Protection

EDT321EDT Summer Session Cell: Numbers  Numbers Currency Date or time Decimals Percentages Fractions Scientific  Text  Formula  Special and custom

EDT321EDT Summer Session Cell: Alignment  Horizontal  Vertical  Orientation  Control

EDT321EDT Summer Session Cell: Font  Font  Font Style  Size  Underline  Color  Effects

EDT321EDT Summer Session Cell: Border  Presets  Line  Border  Color

EDT321EDT Summer Session Cell: Patterns  Shading  Pattern

EDT321EDT Summer Session Cell: Protection  Lock cells  Hide cells

EDT321EDT Summer Session Charts and Graphs  Answer a question  Choose chart Icon or Insert Chart Advice Preview Good help!

EDT321EDT Summer Session Data Answers Jelly Beans Gum Balls M&Ms Red1539 Green1213 Yellow987 Blue264 Build a spreadsheet yourself…

EDT321EDT Summer Session Chart Example  What is the percentage of each color of jelly bean?  What chart should we use? Select cells of interest Use Chart Wizard

EDT321EDT Summer Session Selecting Data Jelly Beans Gum Balls M&Ms Red1539 Green1213 Yellow987 Blue264

EDT321EDT Summer Session Chart Example Data  What percentage does each color of jelly bean contribute to the total?  Select range A1:B5.  Click Insert Chart icon

EDT321EDT Summer Session Chart Wizard Step 1

EDT321EDT Summer Session Chart Wizard Step 2

EDT321EDT Summer Session Chart Wizard Step 3

EDT321EDT Summer Session Chart Wizard Step 4

EDT321EDT Summer Session Finalize the Chart

EDT321EDT Summer Session “If I get a scholarship for $3,000 next semester will I be able to pay off my credit card bill or buy a new car?” “If my roommate leaves, can I afford to live by myself or do I need to find another roommate?” What-if Scenarios

EDT321EDT Summer Session Budget Project  Project: budget project.doc  Project file: expense.xls  Save the file using your “firstname_lastname_budget project”  Complete the project and send it to your instructor through the Digital drop Box  Upload it your www folder and hyperlink it to your website

EDT321EDT Summer Session The Budget

EDT321EDT Summer Session Charts for Analysis Pie Charts (%) for Annual Income and Expense Categories Column Chart showing Total Income, Expense, Difference for each month

EDT321EDT Summer Session Budget Project  Examples on next slides  Many ways to show data on a chart to answer questions Compare all monthly totals Compare monthly income and expense Compare monthly income, expense, and monthly totals

EDT321EDT Summer Session Example 1 Cell ranges = months and monthly totals

EDT321EDT Summer Session Example 2 Cell ranges = months, monthly income, and monthly expense

EDT321EDT Summer Session Example 3 Cell ranges = months, monthly income, monthly expense, and monthly totals

EDT321EDT Summer Session Create a Budget  Copy the expense worksheet to a new sheet – and name it budget  Make modifications to the income and expense based on your analysis  Create a different type of chart to show the budget data

EDT321EDT Summer Session Copy and Rename Active Sheet Select All

EDT321EDT Summer Session Making Changes You add new features on your phone. How will this affect your budget?