MELJUN CORTES Microsoft Excel 2007 Lesson Plan

7/29/2019 MELJUN CORTES Microsoft Excel 2007 Lesson Plan

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reparing to teach courses on Microsoft Ofce 2007 for the rst time can be a challenge requiring careful planning and organization.he Microsoft IT Academy provides these lesson plans to help you save time, skillfully manage the teaching environment and success-ully communicate the intended lesson.

he lesson plans are exible and have been created in a concise format of small teachable units to allow you to use them with anyextbook. To support a textbook independent teaching style, each lesson plan contains suggested demonstrations and explanations.

he lesson plans have been developed to be independent of a predened lesson schedule. Whether the course is taught in eithersemester or quarter term format, we suggest the following class format: a 60 minute lesson lecture followed by a 120 minute lab

hands-on performance) session. This model is recommended in order to increase student performance and enhance the knowledgend skills gained through active participation in the course.

aig Goal for each lesson.

aig Objctiv that may be observed throughout the lesson.

ctu Outli that detail what to present in each class.

Highlightd Cautio strategically placed throughout the lesson plan that alert you to common issues students may experience.

Dicuio Qutio that encourage class participation.

ch Tip to remind you of items that may require explanation.Altativ Mthod for task completion that explain short cuts.

Hot Ky, or keyboard shortcuts, are introduced in the lesson plan to be used at your discretion.

Dicuio qutio at the conclusion of each teachable unit engage students and promote critical thinking.

Quick Quiz of multiple choice and true/false type questions.

o Pojct are provided that directly connect the student with the materials that were provided in the lesson. The projectsmay be used independent of a textbook or as an assessment to determine skill mastery. To simplify the scoring process, an anno-ated answer key for each project is included to adequately determine if the learning objective was accomplished through processf lecture and activity.

Multimdia ouc at the end of each unit pull together a wide variety of online demos, videos, tutorials, quizzes, and E-Learn-

ng resources all available for classroom use at no charge through your IT Academy membership. These resources can be used inass or by students as self paced instruction and lesson reinforcement outside of class.

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IT Acadmy Pogam LessOn PLAn: MICrOsOfT OffICe 2007 // Microsoft Exce

Explain that Microsoft Excel is a powerful analysis tool that provides the ability increase productivity and make fast, effective comparisons from lists of data. Gexamples of data that may be appropriate for a spreadsheet. Explain that studwill learn to navigate the Excel window, identify various commands and ribbonas well as create a basic worksheet.

Instructors should do the following:Demonstrate how to start the Excel 2007 program.•Denethetermsspreadsheet,workbook,andworksheet.•Denetheelementsofaworksheet.•Explain the uses of Excel.•Explain that when the Excel program is started, it begins with a new work-•

book open, and each new workbook includes three worksheets.DemonstratehowtoopenablankworkbookusingtheOfceButton.•

+DemonstratehowtocloseaworkbookusingtheOfceButton. +DeneandexplaintheusesofExceltemplates.

+ Demonstrate how to open an Excel template.

Alternative Methods:ExplainhowtoobtainnewtemplatesfromtheOfceOnlineWebsite.

Discussion Question:Discusswithstudentstheproductivitybenetsofusingtemplates.

esson 1: UnderstandingMicrosoft Ofce

Excel 2007

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Learning Goals // The goal of this lesson is for students to successfully

explore and describe the Excel window and to create a new worksheet.

The student will learn to edit a worksheet, save the workbook and

properly exit the program.

On completion of this lesson, students will be able to do the following:

Create a workbook•

Understand Microsoft Excel window elements•

Select cells•

Enter text, numbers, and dates in a worksheet•

Enter a range of data•

Edit cell contents•

Adjust the size of rows and columns•

Align cell contents•

Find and replace cell contents•

Insert and delete cells, rows, and columns•

Cut, copy, paste, and clear cells•

Use additional paste techniques•

Move between worksheets•

Name and save a workbook•

Open a workbook•

Rename a worksheet•

Preview and print a worksheet•

Close a workbook and exit Excel•




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Instructors should do the following:Identify the components of the Excel 2007 window.•Discuss each Ribbon that appears in the Excel 2007 window.•Discuss the uses of the Excel 2007 Ribbons.•DemonstratehowtoaccesseachRibbonintheExcel2007Window.•Explain how to access online help to search for help quickly and easily.•

Instructors should do the following:Explain that cells must be selected before contents of the Excel 2007 windo•

canbemodied.Denethatacellisanintersectionofarowandacolumn.•Explainthatmorethanonecellcanbemodiedaslongastheyareallse-•lected.Explain that a single selected cell is the active cell.•Demonstrate how to select a single cell and multiple cells.•Explain that all cells in a worksheet can be selected by using the Select All•button that is located in the upper left corner of the Excel 2007 window.Demonstrate how to select an entire row, column, or worksheet.•Explain that selected cells and headers appear in a color different from that•the unselected cell.ExplainthattheNameboxchangestomatchthecelladdressoftherst•selected cell.

Alternative Methods:Demonstrate how to select all cells using the Select All button on the left•worksheet border.Demonstratehowtoselectmultiplerowsorcolumnsbyselectingtherst•element, holding down the shift key, and selecting the last element.

HOT KEYSelect All Cells—CTRL + A

Instructors should do the following:Denethetermrangeofcells.•Explainthatarangeofcellsisdisplayedastherstcelladdressandthelast•cell address, separated by a colon.Demonstrate how to select a range of cells using the mouse pointer.•Demonstrate how to select nonadjacent cells by using the CTRL key.•

Alternative Methods:Demonstratehowtoselectarangeofcellsbychoosingtherstcell,holdingdown the shift key, and selecting the last cell in the range.

CautionExplain that the range that is currently selected can be changed by sim

selecting a new range.

Instructors should do the following:Explain that text, numbers, and formulas are the three types of information•that can be entered into a worksheet.Denethetermstext,numbers,andformulas.•Demonstrate how to enter text and numbers in a cell.•Explain that all of the text, numbers, and formulas that are entered into a c•willbevisibleintheFormulaBaraswellasintheactivecell.Explain that text entries may also be referred to as labels.•Demonstrate entering text and numbers into cells.•Explain that, by default, all text in cells is left aligned, and numbers in cells a•right aligned.Demonstrate how lengthy entries might spill over into the empty adjacent•cell or be truncated within the active cell if the adjacent cell is not empty.

Demonstrate how all information entered into cells is stored only in one ce•






DemonstratehowtousetheBackspaceorDeletekeytoeditcelldata.•DemonstratethatpressingtheCancelbuttonontheFormulaBarwillcanc•an entry, bring Excel out of Edit mode, and restore the cell’s former contenDemonstratethatclickingthecheckmark(Enter)buttonontheFormulaB•will complete an entry.

Alternative Methods:ExplaintostudentsthatselectingacellandthenclickingontheFormulaB•will put a cell into Edit mode.

Explain that the Escape button can be pressed to cancel an entry, take Exce• out of edit mode, and restore the cell’s former contents.Explain that pressing the Enter key will complete an entry and take Excel ou•of Edit mode.

HOT KEYEdit Cell Contents—F2

Instructors should do the following:Denethetermpixelandpoint.•Explain that the purpose of adjusting row and column size is to approve th•appearance of a worksheet.Explain that a cell can contain up to 32,000 characters.•

Point out that Excel’s default column width is 8.43 characters wide•Explain that text will spill over into the next cell if the entry is too long for t•active cell.Explain that text formatted for currency and other numeric formats will ap-•pear with pounds signs if it is too long for the active cell.Pointoutthatwhenacellislledwithpoundsigns,thenumericdataisno•affected, only the way that the data appears in the cell.Explain that row height is measured in points rather than characters.•Explain that row height can be changed to accommodate larger labels or•numbers.Explain that column widths and row heights may be adjusted to accommo-•date data.Demonstrate how to adjust column width by dragging the right border of t•

column heading.Demonstrate how to adjust row height by dragging the bottom border of t•row heading.Demonstrate how to adjust multiple rows or columns using the drag metho•ExplainhowAutottingeliminatesanyemptyspacethatmayappearwhen•column width is matched to its longest entry.DemonstratehowtoAutotthecolumnwidthofoneormultiplecolumns•

Alternative Methods:Demonstrate how to set the column width to an exact point size using the•column width command on the shortcut menu.Demonstrate how to set the row height to an exact point size using the row•height command on the shortcut menu.Demonstrate how to adjust the row or column size setting for multiple col-•umns or rows using the shortcut menu.

Caution Explainifacolumnorrowisblank,thatAutotwillrestorethewidthoheight to the default setting. Instructors should do the following:

Explain that, by default, text entries are left-aligned and numeric entries are•right-aligned.Explain that the alignment of entries affects readability, not functionality of•the data.

Explain that text can also be aligned to the top or bottom of the cell.•

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Demonstrate how to align text in the cell using the Alignment Group on th•Home Ribbon.

Alternative Methods:Demonstrate how to change the horizontal alignment of data in cells using theAlignment Group commands on the Home Ribbon.

CAUTIONRemind students that after a worksheet is saved, you can no longer use

undo to reverse changes.

Instructors should do the following:Explain that a worksheet contains more than 65,000 rows and 256 columns•Explain how the Find and Replace option can quickly search a large work-•sheet and replace erroneous data with correct data.Explain that any cell can be selected before opening the Find and Replace•dialog box.Demonstrate how to enter a search string using the Find tab of the Find an•Replace dialog box under the Edit Group of the Home Ribbon to search aworksheet for information.DemonstratehowtonddataandreplaceitwithnewdatausingtheRepl•tab of the Find and Replace dialog box under the Edit Group on the Home

Ribbon.Explain that a formula can be typed into a search string by choosing formu•in the Look In drop down option (click the Options expand button to see tLook In box).Explain that data can be searched for by using a search string as well as•matching the case of the data or matching the entire contents of the cell.

HOT KEY FindandReplaceDialogBox—CTRL+H

Tech TipPoint out that the Find and Replace dialog box can be moved by drag-

ging the title bar to another location, making the worksheet area visible. Explai

that when searching for numeric data, a decimal point must be entered after anumbertopreventExcelfromndinganyseriesthatincludesthespecicnumbers being searched for.

Instructors should do the following:Explain that new rows or columns can be inserted into a worksheet to inse•new data, serve as dividers, or enhance the appearance of the worksheet.Explain that inserting a row or column will shift all data up or down, or left•right, depending upon the location of the new entry.Demonstrate how to insert a single row or column using the Rows or Col-•umns option using the Cells Group on the Home Ribbon.Explain that a range of rows or columns can be inserted using the Cells Gro•on the Home Ribbon.Demonstrate how to insert multiple rows or columns based upon the rang•selected.Explain that new rows inserted are inserted above the selected row.•Explain that new columns are inserted to the left of the selected column.•Explain that the Insert Options button will appear, in the worksheet area, af•new rows or columns are inserted. This allows the user to select to retainspecicformattingortocleartheformatting.Explain that rows and columns are deleted by selected the target row or co•umn and choosing Delete from the Cells Group on the Home Ribbon.Demonstrate how to delete a row, column, and cell using the Cells Group o•the Home Ribbon.

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Alternative Methods:Explain that cells can be deleted by right-clicking on the cell and choosing Delefrom the shortcut menu.Demonstrate how to use the shortcut menu to insert or delete, rows, columns ocells.

Instructors should do the following:Explain that by using the Cut, Copy, and Paste options, data can be moved•throughout a worksheet without deleting and reentering the data.

Explain that cutting data from a cell and pasting it to a new cell is actually• moving the data.Demonstrate how to cut data from a cell and paste it into a new location u•ing the Clipboard Group on the Home Ribbon.Explain that copying data from a cell and pasting into another location act•ally makes a duplicate of the data without affecting the original cell.Demonstrate how to copy data from a cell and paste it in another location•using the Clipboard Group on the Home Ribbon.Explain that contents can be removed from a cell without removing the cel•formats.Demonstrate how to clear contents from a cell or range of cells using the•Clear command in the Edit Group on the Home Ribbon.Explain that formats can be removed from cells without affecting the cell•

data.Demonstrate how to clear formats from a cell without changing the data in•the cell.

Alternative Methods:Demonstrate how to cut data from a cell and paste it into a new location u•ing the shortcut menu.Demonstrate how to cut data from a cell and paste it into a new location b•right-clicking to view the shortcut menu.Demonstrate how to copy data from a cell and paste it into another locatio•using the shortcut menu.Demonstrate how to copy data from a cell and paste it into another locatio•by right-clicking to view the shortcut menu.

HOT KEYCut—CTRL + X

Copy—CTRL + CPaste—CTRL + V

Tech TipExplain that pressing ESC will cancel the action of cutting data from a c

Instructors should do the following:Explain the Paste options of Excel which will allow special features for cells.•Explain that Paste options are available for data that is cut or copied.•Explain each option that is available in the Paste drop down option in the•Clipboard Group on the Home Ribbon.Demonstrate how to use the Paste options when copying data.•Demonstrate how to use the Paste options when cutting data.•Explain that some of the Paste options are available from the Paste options•button that appears after data has been pasted into a cell.

Instructors should do the following:Remind students of the differences between workbooks and worksheets.•Explain that a workbook contains three worksheets by default.•Point out that each worksheet is named consecutively in a workbook.•Demonstrate to students that clicking on the desired sheet tab will activate•that worksheet.

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Alternative Methods:Explain that using the tab scrolling buttons on the bottom of the workbook isanother way to move to other sheets.

Instructors should do the following:Explainthatalenameandlocationshouldbeassignedthersttimeawo•book is saved.Explain that a workbook can be saved with a name up to 255 characters in•length.

Pointoutthatthe/\<>*?“|:;charactersmaynotbeusedwhennamin• workbook.Demonstrate how to save a workbook.•DemonstratehowtocreateanewfolderusingtheOfceButtonFileSave•command.Explainthataworkbookcanbesavedwiththesamelenamebyclickingt•SavebuttonlocatedundertheOfceButton.ExplainthatadifferentletypecanbeselectedintheFileSaveAsdialogb•Demonstrate how to use the Save button on the Quick Access toolbar to sa•aworkbookwiththesamelenameinthesamelocation.DemonstratehowtochooseanewletypeintheFileSaveAsdialogbox.•

HOT KEY

Save—CTRL + S

Instructors should do the following:Explainthatthepurposeofsavingaleistobeabletoedittheleatalat•time.DemonstratehowtoretrieveastoredlebyusingtheOpencommandun•theOfceButton.

Alternative Methods:Explainthatlesmayalsobeopenedbydouble-clickingthelenameinthelstorage location.

HOT KEY

Save—CTRL + S

Instructors should do the following:Explain that worksheets are named Sheet1, Sheet2, etc. by default, accordin•to their location in the workbook.Explain that worksheets should be named appropriately based upon their•contents.Demonstrate how to double-click the sheet tab and enter the new sheet ta•name.Explain that the Enter key can be pressed or the student can click elsewher•in the worksheet for the new sheet tab name to be accepted.

Alternative Methods:Demonstrate how to right-click on the sheet tab and choose Rename from theshortcut menu. Instructors should do the following:

Explain that viewing a spreadsheet prior to printing it is important to pin-•point errors in a worksheet.Demonstrate how to preview a workbook by choosing Print Preview found•choosingthePrintCommandundertheOfceButton.Point out that clicking anywhere on the preview will toggle the zoom.•Explain the buttons in the Print Preview window.•Explain that an entire worksheet, a selected range in a worksheet, or an ent•workbook can be printed.

Demonstrate how to print an entire worksheet and a selected range in a•

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worksheet using the Print dialog box.

Alternative Methods:Demonstrate how to print a worksheet from the Print Preview window.•

HOT KEYPrint—CTRL + P

Instructors should do the following:ExplainthatclosingtheleandquittingExcelwillkeepthetaskbarunclut-•tered.Explain that closing the workbook window will not close the Excel window.•Demonstrate how to close a workbook window by choosing Close found•undertheOfceButton.DemonstratehowtocloseExcelbychoosingExitfromtheOfceButton•menu list.

Alternative Methods:Demonstrate how to close the Excel window using the Close button on the•program window.

True/False

1.ThereareonlytwomethodstostartMicrosoftOfceExcel2007.2.ThebasicMicrosoftOfceExcel2007windowincludessevenRibbontabsth

maybe selected to view various command groupings.3. A ribbon may be accessed by clicking once on the ribbon tab.4.Toidentifyacell,specifytherownumberrst,followedbythecolumnletter.5.TheSaveoptionontheQuickAccessToolbarmaynotbeusedthersttime

that you save a workbook.

Multiple Choice

1. _____ are a collection of worksheets.

a. Workbooksb. Booksc. Papersd. Sheet Group

2. _____ is the intersection of a column and row.

a. Row-columnb. Worksheetboxc. Column-rowd. cell

3. In order access the information on a ribbon, the user must the _____ _____.

a. Shortcut menub. Start menuc. Ribbon Tabd. Quick Access Toolbar

4. Information on each ribbon is organized a collection called a _____.

a. Familyb. Groupc. Segment

d. Cluster

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5. In Excel 2007, numbers are automatically _____ aligned.

a. Rightb. Leftc. Centerd. Decimal

Quiz Answers:

True/False

1. False, three methods are discussed and two alternative methodsprovided.

2. False, 10 basic ribbons are available.3. True4. False, Column letter and row number makeup the cell address.5. False,regardlessofthemethodselectedtosaveale,ifitisthersttim

you are saving the workbook, the Save As dialog box will open to enab theusertoprovidealename.

Multiple Choice

1. A(Workbook)2. D (Cell)3. C (Ribbon Tab)4. B(Group)5. A (Right)

Lesson 1—Exercise 1

Asanaccountingofceassistant,youarerequiredtoassistwithdepartmentalinventories. Create a workbook in Excel 2007 that can be distributed to the sta

Open Excel 2007 using the Start menu and create a new blank workbook. Appthetitle,AccountingOfceInventory,incellA1ofsheet1.

Enter the following information in Sheet1 beginning in cell A3.

Item Quantity Cost Each Original Order DateNotepads 10 .56 5/152010Pencils 150 .03 6/1/2010DVD-ROM 30 .48 6/1/2010CD-ROM 100 .30 6/15/2010

Enter the following data in the range E3:E7:

Reorder Quantity 5 25510

Save the workbook as lesson1ex1a in the Excel 2007 folder and then close theprogram.Opentheleagainandrenamethesheet1toAccounting.Createthfollowing ranges for the data entered, Item, Quantity, Cost, Date, Reorder. Therange should include the column heading and the data. Adjust all columns tobesttsize.PrintPreviewtheworksheet.Savetheupdatedworkbookasles-son1ex1bcomplete in the Excel 2007 folder and close the program.

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Lesson 1—Project 1

A weekly sales report is distributed for the sales managers in your department.Create the following weekly sales report in a new workbook to share with theappropriate sales managers. Create a workbook in Excel 2007 that can be distruted to the staff. Enter the days by creating a series.

Company Sales Report

Name Monday Tuesday Wednesday Thursday FridaAbel 289.34 354.36 234.43 376.46 356.Collins 345.65 365.45 209.45 256.45 265.4Davis 345.54 387.98 234.45 378.13 401.Jolly 354.34 245.45 245.45 354.46 245.Magni 234.54 342.44 267.23 242.61 265.Nguyen 264.34 434.56 278.54 367.43 345.

The report title should be entered in the worksheet at cell A1 on Sheet2.RenameSheet1toEmployeeInformation,andrenameSheet2toWeek42SaleReport.

SavethedocumentwiththelenameLesson1project1aintheappropriatestor-age location. Close the document and Excel 2007.

Reopen the workbook and create the following data on the Employee Informa-tion sheet of the workbook. In order to save time, copy the employee namesfromtheWeekly42SalesReportsheet.

Sales Employee Information

Employee Name Employee ID Years of ServiceAbel 325 9Collins 278 13Davis 215 2

Jolly 344 16Magni 903 8Nguyen 251 23

CreatetheappropriatenamedrangesfortheIDandYearsareas.BesttsallcoumnsontheEmployeeInformationandWeek42SalesReportSheets.SavethdocumentwiththelenameLesson1project1bintheappropriatestorageloca-tion. Close the document and Excel 2007.

MicrosoftOfceOnlineprovidesonlinetraining,demonstrations,andquizzestinclude detailed explanations, preferred methods, and lesson tutorials for eachMicrosoftOfceprogram.Theseresourcesaresuggestedtoengagestudentsihands-on experience, self-paced lesson participation, and lesson reinforcement

E-Learning Courses from Microsoft Learning

Course 5425: Getting Started with Microsoft® Ofce Excel® 2007 Show the class the information for this course and explain that this course is apart of a series of courses that cover many of the new features and functionalitinMicrosoft®OfceExcel®2007.

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https://www.microsoftelearning.com/eLearning/courseDetail.aspx?courseId=72732





VideoBasics

Up to Speed with Excel 2007 Show the class the information for this course and explain that the course is in-tended to demonstrate how to do what you’re used to doing in Excel as you geup to speed.

Get to know Excel 2007: Create your rst workbook Show the class the information for this course and explain that the course is

intended to demonstrate how to create a workbook, enter and edit text andnumbers, and add rows or columns

http://office.microsoft.com/en-us/excel-help/what-s-changed-and-why-RZ010062103.aspx?lc=en-us&section=2

http://office.microsoft.com/en-us/excel-help/meet-the-workbook-RZ010076674.aspx?lc=en-us&section=2


http://office.microsoft.com/en-us/excel-help/what-s-changed-and-why-RZ010062103.aspx?lc=en-us&section=2






decimal places.Demonstrate how to apply the currency style format using the Format Cell•dialog box.Explain that percent style will multiply numbers by 100 and display a perce•sign following the number.Demonstrate how to apply the percent style format using the Format Cells•dialog box.Explain that the comma style will apply commas between groups of thou-•sands.

Demonstrate how to apply the comma style format using the Format Cells• dialog box.Explain that the Increase Decimal button in the Number Group on the Hom•Ribbon will increase a decimal by one decimal position.Explain that the Decrease Decimal button in the Number Group on the Ho•Ribbon will decrease a decimal by one decimal position.

Alternative Methods:Demonstrate how to apply the currency style format using the Currency Sty•button in the Number Group on the Home Ribbon.Demonstrate how to apply the percent style format using the Percent Style•button in the Number Group on the Home Ribbon.Demonstrate how to apply the comma style format using the Comma Style•

button in the Number Group on the Home Ribbon.Explain that the Format Cells dialog box can be located by right-clicking a •selection and choosing Format Cells from the shortcut menu.

HOT KEY FormatCellsDialogBox—CTRL+1

Instructors should do the following:Explain that the Format Painter will copy a format from one area to anothe•without altering the data.Explain that the Format Painter will copy the font, font size, font style, font•color, alignment, indentation, number format, border, and shading.Demonstrate how to using the Format Painter to copy a format from one•

selection to another by clicking the Format Painter button in the ClipboardGroup on the Home Ribbon.

Alternative Methods:Explain that by double-clicking the Format Painter button in the Clipboard Groon the Home Ribbon, formats can be copied to more than one area of the worsheet.

Discussion Question:Ask student to explain situation where the Format Painter would have a lot of time in their work.

Instructors should do the following:Explainthatborderswillemphasizeaspecicportionofaworksheetbyap•plying various styles and colors of lines around a range of data.DemonstratehowtoapplyabordertoarangeofcellsusingtheBorderTa•in the Format Cells dialog box.

Alternative Methods:DemonstratehowtoapplyabordertoarangeofcellsusingtheBordersb•ton in the Font Group on the Home Ribbon.Demonstrate how to apply a border to a range of cells by clicking and drag•gingtoselectcellsandalteringtheborderusingtheBordersbuttonintheFont Group on the Home Ribbon..Demonstrate how to apply a border to a range of cells by right-clicking the•

selectionandchoosingtheBordertabfromtheFormatCellsdialogbox.

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Instructors should do the following:Explain that applying shading and patterns to a cell or range of cells can dr•attention to the area. Shading is also a good method for improving readabity of cells.Demonstrate how to apply shading and patterns to a cell or range of cells u•

ing the Fill Command in the Font Group on the Home Ribbon.

Alternative Methods:Demonstrate how to apply shading and patterns to a cell or range of cells b•right-clicking on the selection, clicking Format Cells on the shortcut menu,and choosing the Fill tab.


Instructors should do the following:ExplainthattheCellStylesCommandwillapplypredenedformatstoa•range of cells.

Explain that the Cell Styles Command will serve as a time saver in workshee•creation.Explain that the Cell Styles Command will automatically apply borders, shad•ing, patterns, and font changes to a range of cells.Demonstrate how to apply Cell Styles to a range of cells by choosing the Ce•Styles drop down from the Style Group on the Home Ribbon.

Instructors should do the following:Explainthatstylesareadenedsetofformatsthatcanbeappliedtocellso•a range of cells.Explainthatstylescanbedenedbytheuserandthattheyfacilitateconsis•tency in worksheet formats.Demonstratehowtodeneanewstylebyenteringanewstylenameand•

modifying the style in the Style dialog box from the Cell Styles drop downcommand in the Styles Group on the Home Ribbon.

Discussion Question:Discusswithstudentsthebenetsofcreatingstylestouseonfutureprojectsantheefciencyofusingstyles.

Instructors should do the following:Explain that merging cells will convert multiple cells into one individual cel•Explain that merging cells allows for ease of formatting within the cells.•Demonstrate how to merge multiple cells into a single cell using the Merge•and Center button in the Alignment Group on the Home Ribbon.Demonstrate how to merge cells using the Text Control section of the Align•ment tab in the Format Cells dialog box.

Alternative Methods:Demonstrate how to merge cells by copying a previously merge range using thFormat Painter from the Home Ribbon.


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True/False

1. The Currency style button is located on the Home Ribbon.2. Numerical data is automatically right aligned in a cell and there is no way to

change this.3. Formatting a worksheet could possibly change the data on the sheet.4.Whenformattingdata,mostoftheformattingcommandsarelocatedonth

Insert Ribbon.5. Dates are considered text data so they are automatically left aligned in the c

Multiple Choice

1. The increase and decrease indent commands are located on the _____ ribbon

a. Datab. Formulasc. Homed. Review

2. The _____ command will join selected cells and center the contents.

a. Merge and Center

b. Joinc. Groupd. Combine

3. The _____ command allows for only formatting to be copied from one cell toanother.

a. Copy Specialb. Format Painterc. Copy Painterd. Paste format 4.Bydefault,thereare_____dateformatsthatmaybeappliedtoacell.

a. 17b. 12c. 5d. 7

5. _____ enhances the readability of a worksheet.

a. Spell checkb. Formulasc. Formattingd. Saving

Quiz Answers:

True/False

1. True2. False, the data may be formatted as text.3. False, formatting changes the look of the sheet data.4. False, most of the commonly used formatting tools are located on the

Home Ribbon.5. False, dates are numerical data and will be right aligned by default.

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Multiple Choice

1. C (Home)2. A (Merge and Center)3. B(FormatPainter)4. A (17)5. C ( Formatting)


You are volunteering, at a local youth center, to teach some of the older youthhow to balance their checkbook. To prepare for the lesson, create a new work-book in Excel 2007, and enter the following data.

Checkbook Analysis

Item Dobbs Maxwell Penn RosettiBeginningBalance 2894.28 1342.98 7624.13 1468.29Check 348.36 1782.96 2356.45 782.19Deposits 209.24 1876.45 2892.67 732.41EndingBalance

Merge and center and format the worksheet title to bold, 14-point font.BesttcolumnA,formatcellA3tobold,12-pointfont.TosavetimeusetheFormatPaintertocopytheformatofcellA3tocellsB3:E3.Nextapplyanindeto the data in the Items column and format all numeric data to currency style wtwo decimal places.

To enhance the readability of all columns right-align the column heading and aplytheborderofyourchoicearoundcellsA3:E7.Nextlltheborderareawithlight shade of your choice.Apply a black, double, bottom border to cells A6:E6.Save the updated workbook as lesson2ex1a in the Excel 2007 folder and close tprogram. Using the same workbook, apply an AutoFormat to cells A3:E7.

Save the workbook as lesson2ex1b in the Excel 2007 folder on your network dr

Usingthesamele,selectcellsA3:E7,andcleartheformatsinthisarea.Selectthe area A3:E7, and create a new style named lesson2ex1 with the following formats:

+ font = 12 point, bold+ border = dark green outline+ shading = light yellow

Save the workbook as lesson2ex1c in the Excel 2007 folder. Close the workbooand Excel.


OpentheworkbookLesson2Project1andmakethefollowingmodicationstoworkbook.

Format the row 3 headings to 12 point, bold, center-aligned font.•Resize the columns to provide readability.•Insert a new row above row 12.•Apply a double, black border above row 12.•Applyared,thickborderaroundcellsA3:B3.•Apply a thick, black border below row 13.•ApplyalightshadingofyourchoicetoA13:B13.•Format the worksheet title to bold, 12-point font.•Merge and center the worksheet title over the data.•

Save the workbook as Lesson2Project1a.•

Cla Pojct




AutoFormat the worksheet to the Accent 4 60% style.•Save the workbook as Lesson2Project1b.•Clear formats in the worksheet area.•Create a style to using any formats that you choose, and name the style•project3.Save the workbook as Lesson2Project1c.•Close Excel.•

MicrosoftOfceOnlineprovidesonlinetraining,demonstrations,andquizzest

include detailed explanations, preferred methods, and lesson tutorials for eachMicrosoftOfceprogram.Theseresourcesaresuggestedtoengagestudentshands-on experience, self-paced lesson participation, and lesson reinforcement


Course 5427: Formatting and Printing Worksheets in Microsoft® Ofce Excel® 2007 Show the class the information for this course and explain that this course is apart of a series of courses that cover many of the new features and functionalitinMicrosoft®OfceExcel®2007.

VideoBasics

Get to know Excel 2007: Create your rst workbook Show the class the information for this course and explain that the course isintended to demonstrate how to create a workbook, enter and edit text andnumbers, and add rows or columns.

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Explain that Microsoft Excel enables users to format the appearance of a work-

sheet to enhance the printed hard copy. Give examples of data that requireda printed hardcopy. Explain that student will learn to adjust margins, headers,footers and various breaks in the hard copy. Also point out that section of theworksheet may be hidden, allowing only the desired area to be visible on thehard copy.

Instructors should do the following:Denethetermsheaderandfooter.•Explainthatyoucancreatecustomheadersandfootersorusepredened•headers and footers.Demonstratehowtocreatepredenedandcustomheadersandfootersfro•the Header and Footer Command in the Text Group on the Insert Ribbon.

Instructors should do the following:Explain the term margin.•Explain that default margins are .75 inch at the top and bottom and 0.70 in•left and right.Demonstrate how to change the page margins using the Page Setup Group•from Page Layout Tab.

Alternative Methods:Demonstrate how to change page margins using the Page Setup Dialog box accessed through the Print Preview window.

Instructors should do the following:

Explain that the worksheet may be centered both vertically and horizontall• on the hard copy.Demonstrate how to change page margins using the Page Setup Dialog bo•accessed by choose the Custom Margins option on the Margins drop downthe Page Setup Group.

Alternative Methods:Demonstrate how to center the worksheet on the page using the Page SetupDialog box accessed through the Print Preview window.

Instructors should do the following:•Explain that printing all information on one page increases readability.•Explain that orientation and scale of a worksheet allow the user to control t•

print direction and printed size of the worksheet.

Lesson 3: Format aWorksheet for

Printing

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Chagig Magi

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Chagig th Oitatioad scal


format a worksheet for printing in Microsoft Excel 2007. The student

will learn to apply specic formats to a worksheet that will enhance

the appearance of the hard copy.


Add a header and footer to a worksheet•

Change margins and center a worksheet•

Change the orientation and the scale of a worksheet•

Add and delete page breaks•

Set and delete page breaks•

Set other print options•

Magnify and shrink a worksheet on-screen•

Hide and unhide rows and columns•




Explain the difference between landscape and portrait print orientation.•Demonstrate how to change the print orientation using the Page Setup•Group on the Page Layout Ribbon.Explain how to scale the worksheet to print on one page or on multiple•pages.Demonstrate how to change the print scale using the Scale to Fit Group on•the Page Layout Ribbon.

Alternative Methods:

Demonstrate how to locate the Page Setup dialog box from the Print Previewwindow.Demonstrate how to change the print scale using the Page Setup dialog box.

Instructors should do the following:Explain the concept of automatic and manual page breaks.•Explain that page breaks allow the user to organize the worksheet in a de-•sired manner.Demonstrate how to create a manual page break from the Page Layout Rib•bon.Demonstrate how to remove a manual page break by selecting the cell•directlybelowthemanualbreakandchoosingRemovePageBreakfromthBreaksdropdownboxinthePageSetupGroup.

Instructors should do the following:Explainthatdeningaprintareawillallowtheusertocontroltheportion•a worksheet that prints.Demonstrate how to set a print area by selecting the range of cells to print•and choosing Print Area on the Page Layout Ribbon.Demonstrate how to change a print area by selecting a new range of cells •print and choosing Print Area on the Page Layout Ribbon.Demonstrate how to remove the print area by selecting the Print Area drop•down on the Page Layout Ribbon and then choosing Clear Print Area.

Alternative Methods:Demonstratehowtoprintaspecicsectionofaworksheetbyselectingtheran

ofcellstoprintandchoosingPrintundertheOfceButton.ThenchooseSelectionfromthePrintWhatareaofthePrintdialogbox.

Instructors should do the following:Explain that printing the headings for rows and columns on each page mea•thereaderwon’tneedtoiptotherstpagetocheckwhichroworcolumthe information is located.Demonstrate how to create print titles for rows and columns using the Prin•Titles command in the Page Setup Group on the Page Layout Ribbon.Explain that altering the print quality of a worksheet can help conserve ton•or ink.Demonstrate how to alter the print quality by choosing the desired quality•from the Print Shortcut tab in the Page Setup dialog box. Then change thePrint Quality to Fast Draft.

Discussion Question:Discuss with student how using the Fast Draft print quality can save money byconserving toner or ink. Some students may not be aware of the price of theseproducts.

Instructors should do the following:Explain that in some cases it is helpful to magnify or shrink the worksheet•view to get a clear picture of the data.Demonstrate how to magnify or shrink the worksheet view using the Zoom•Group on the View Ribbon.

Explain to student that magnifying and shrinking does not affect the print• settings of the worksheet.

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Alternative Methods:Demonstrate how to using the zoom controls on the bottom right corner of thworksheet window to magnify or shrink the worksheet view.

Instructors should do the following:Explain that necessity of hiding rows and columns for readability or printing•purposes.Explain that hiding rows or columns does not delete the data.•

Demonstrate how to hide and unhide rows or columns using the Format• Command in the Cells Group on the Home Ribbon.

Alternative Methods:Demonstrate how to hide and unhide rows or columns by right clicking on therow or column to be altered and choosing the hide/unhide options on the shorcut menu.

True/False

1. Hiding worksheet data will delete the data.2.Bydefaultallareasoftheworksheetwillprint.3. Once a page break is inserted, it cannot be removed.

4. Print titles are an excellent way to include titles or column headings on allpages that are printed.

5. Footers will be printed immediately below the last line of data on the worksheet.

Multiple Choice

1. The quickest method to hide a column or row in a worksheet it to selectthe column or row and choose hide from _____.

a. The review ribbonb. The quick access toolbarc. Shortcut menu

d. Popup menu

2. The _____ is the space between the page content and the edges of the paper

a. headersb. marginc. footerd. white space

3. The _____ command allows information to repeat on each printed page.

a. headerb. footerc. print aread. print titles 4. Page breaks may be manually inserted using the breaks command on the ___

ribbon.

a. Page Layoutb. Insertc. Homed. View

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5. An entire worksheet may be hidden by choosing hide on the _____.

a. Sheet tab shortcut menub. Home ribbonc. Print Layout Ribbond. View Ribbon Quiz Answers:

True/False

1. False, the information can be simply unhidden.2. True3. False, select any cell below or to the right of the page break to remove4. True5. False, a footer is printed in the bottom margin of the printed page.

Multiple Choice

1. C (Shortcut menu)2. B(margin)3. C (Print Titles)

4. A (Page Layout)5. A (sheet tab shortcut menu )

Class Projects


You are returning for an additional volunteer session, at the local youth center.This trip you will check in with the students who attended your previous traininsession on balancing their checkbook. To prepare for the lesson, you have deced to enhance the handout that you used before. Open the workbook lesson3efromthestudentdatalesandmakethefollowingmodications.

Apply a custom header with your name, centered.•Applyacustomfooterwiththedaterightalignedandthelenameleft•aligned.Change the left and right page margins to 1.25 inches.•Center the worksheet vertically and horizontally on the page.•Change the page orientation to landscape.•Insert a manual page break after row 7.•Saveleaslesson3ex1ainanewfoldernamedExcel2007folder.•Remove the manual page break.•Insert a manual page break after row 9.•Print preview the worksheet to ensure accuracy.•Save the workbook as lesson3ex1b in a new folder named Excel 2007 folde•Using the same workbook, set the print area to A1:E7.•Set cells A1:E3 to repeat on all pages.•Print preview the worksheet and ensure that meets the above requirement•Save the workbook as lesson3ex1c in the Excel 2007 folder.•Close Excel.•


This semester you are interning as a student assistant. The instructor routinelypresents grade reports to the students and has asked you to create the gradereport spreadsheet. Open the workbook lesson3project1 from the student datlesandmakethefollowingmodications.

Besttthecolumnsintheworksheetforbetterreadability.•




Boldandcenter-alignthecolumnheadings.•Format the worksheet title to 12 point, bold font.•Merge and center the worksheet title.•Apply a centered custom header to the worksheet that includes the date.•Apply a right-aligned custom footer to the worksheet that includes your•name.Center the worksheet vertically and horizontally on the page.•Set the page margins to 1 inch.•Apply a page break between rows 11 and 12.•

Set the worksheet title to repeat on all pages.• Print preview the worksheet.•Save the workbook as Lesson3Project1 in the Excel 2007 folder.•

MicrosoftOfceOnlineprovidesonlinetraining,demonstrations,andquizzestinclude detailed explanations, preferred methods, and lesson tutorials for eachMicrosoftOfceprogram.Theseresourcesaresuggestedtoengagestudentsihands-on experience, self-paced lesson participation, and lesson reinforcement


Course 5427: Formatting and Printing Worksheets in Microsoft® Ofce Excel® 2007

Show the class the information for this course and explain that this course is apart of a series of courses that cover many of the new features and functionalitinMicrosoft®OfceExcel®2007.










Explain that Microsoft Excel enables users to create multiple worksheets withina workbook. This feature allows for similar data to be grouped together. Give

examples of data that would be appropriately grouped together in a workbookExplain that student will learn to move, insert, delete, and copy worksheets witaworkbook.Describethebenetofbeingabletofreezeareasofaworksheetenhancedatareadability.Alsopointoutthattheabilitytosortandlterdataworkbook allows for appropriately organized data to be presented to the user.

Instructors should do the following:Explain that freezing rows and columns allows the user easily view informa•tion while seeing row or column headers.Demonstrate how to freeze a row and a column using Freeze Panes com-•mand on the View Ribbon.Demonstrate how to unfreeze a row and a column using the Freeze Panes•command on the View Ribbon.

Tech TipExplain that the unfreeze panes option if only visible when a pane

is frozen.

Instructors should do the following:Explain that storing related worksheets in a single workbook increases orga•zation and productivity.Demonstrate how to move easily between worksheets in a workbook by•clicking the worksheet tab that appears at the bottom of the worksheet di-rectly above the status bar.Demonstrate how to move between worksheets in a workbook using the•

worksheet tab scrolling buttons located on the bottom left side of the worbook.Explain that worksheets can be moved or copied within the workbook, rath•than rebuilding the worksheet from scratch.Demonstrate how to move a worksheet within a workbook by dragging th•sheet tab to a new location within the workbook.Demonstrate how to copy an entire worksheet and paste the information t•new sheet within the same workbook.Point out that there are three easy methods to copy worksheets in a work-•book.Demonstrate how to copy an entire worksheet and paste the information t•overwrite data in an existing worksheet within the same workbook.Explain that worksheets may be inserted into a workbook rather than creat•

ing a new workbook.

Lesson 4: Workingwith MultipleWorkbooks

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Maagig Wokhti a Wokbook


work with an entire workbook in Microsoft Excel 2007. The student

will learn to move between workbooks and worksheets, copy, move,

freeze areas of a worksheet, insert and delete worksheets in a work-

book as well as apply lters to data within the worksheet.


Freeze and unfreeze rows and columns•

Move between worksheets in a workbook•

Copy and move worksheets in a workbook•

Insert and delete worksheets in a workbook•

Sort data•

Applylterstodata•




Demonstrate how to insert a new worksheet into a workbook using the ins•worksheet tab that appears on the right of the worksheet tabs or by right-clicking on any sheet tab and selecting insert for the shortcut menu.Demonstrate how to delete a worksheet from a workbook by right-clicking•on the sheet tab and selecting delete for the shortcut menu.

HOT KEY InsertWorksheet—Shift+F11

Instructors should do the following:Explain that sorting data allows the user to control the order in which the•data is presented in the worksheet.Explain the difference between sorting data in ascending and descending•orders.Explain that a sort key is the item that is being sorted.•Demonstrate how to sort data in ascending or descending orders using the•Sort & Filter Command located in the Editing Group on the Home Ribbon.Demonstrate how to undo a sort using the Undo command on the Quick A•cess Toolbar.Demonstrate how to sort data using the Sort command on the shortcut•menu.

Instructors should do the following:Explainthatlteringdataallowstheusertodisplayonlydatathatmeetssp•ciccriteriathatissetinthelter.DemonstratehowtolterdatausingtheSort&FilterCommandlocatedin•the Editing Group on the Home Ribbon.DemonstratehowtoltermultipledataitemsusingtheSort&FilterCom-•mand located in the Editing Group on the Home Ribbon.DemonstratehowtoapplyacustomlterusingtheSort&FilterCommand•located in the Editing Group on the Home Ribbon.

True/False

1. The only way to copy a worksheet in a workbook it to use the copy comman

on the shortcut menu.2. The quickest way to insert a new worksheet into a workbook is to use the ins

worksheet tab located to the right of the sheet tabs.3. Once a new sheet is inserted into a workbook, it must remain in the location

that it was inserted.4. Freezing areas in a worksheet is only used to enhance the readability of the

worksheet data.5.Worksheetnamesmaynotexceed31characters. Multiple Choice

1.WhichofthefollowingisNOTanappropriateworksheettabname?

a. Employeesb. Staff Informationc. Employee and Staff Information Sheetd. Employee Information

2.Whentheinsertworksheetcommandisselected,whereisthenewsheetinserted?

a. To the left of all sheetsb. To the right of all sheetsc. In the middle of all sheetsd. This command is not available

sotig Data

filtig Data

Lo Quiz






Project 4—Exercise 1 You were recently selected as the Economics department work study student assistant. The professor that you are assisting has created a basic worksheet to usfor sharing all grades with the students.OpentheworkbookLesson4Project1andmakethefollowingmodications:

Merge and center the sheet title for increase readability.•Freeze appropriate areas so that column and row headings are visible as da•

increases.Copy the data from Sheet1 to Sheet2.•Delete the score column on sheet2.•Onsheet2,renamecolumnBtobeStudentID#.•Move Sheet2 to the left of sheet1.•Rename sheet2 to Student Information.•Rename Sheet1 to Student Scores.•Sort the grades is ascending order.•Save the workbook as Lesson4Project1 in the Excel 2007 folder.•Close the program.•

MicrosoftOfceOnlineprovidesonlinetraining,demonstrations,andquizzestinclude detailed explanations, preferred methods, and lesson tutorials for each

MicrosoftOfceprogram.Theseresourcesaresuggestedtoengagestudentsihands-on experience, self-paced lesson participation, and lesson reinforcement


Course 5428: Filtering and Summarizing Data in Microsoft® Ofce Excel® 20Show the class the information for this course and explain that this course is apartofaseriesofcoursesthatcoverhowtolter,reorderandvalidatedatainworksheetinMicrosoft®OfceExcel®2007.







Explain that Microsoft Excel enables users to build formulas and functions to gia clear overall picture of the data that they wish to summarize. Give examples data that would be best explained through a formula or function. Explain thatstudent will learn to build formulas, apply default functions to information, refeence cells using various methods, and apply conditional logic to data.

Instructors should do the following:Denethetermsformulaandcellreference.•Explain the mathematical operators used in Excel.•Discuss the order of operations in mathematics.•Explain that the order of operations can be overridden by adding parenthe•toaspecicportionofaformula.

Point out that all formulas must begin with either an equal sign or an addi-•tion sign.PointoutthelocationoftheFormulaBar,andexplainitsuses.•Demonstrate how to manually enter a formula into a worksheet cell.•Explain that cell addresses can be entered in either upper or lower case.•Demonstrate how to enter a formula using the point and click method.•Demonstrate how to enter a formula that begins with both the equal sign•and the addition sign.

Instructors should do the following:Explain that copying formulas prevents repeated entry of the same formula•Explain that most formulas contain relative references that will automatical•adjust to the pasted area.Demonstrate how to copy a formula in a single cell and paste that formula•a new location using the Clipboard Group on the Home Ribbon.Demonstratehowtousethellhandletocopyaformulatomultiplecells.•

Alternative Methods:Demonstrate how to copy a formula in a single cell and paste that formula to anew location using the shortcut menu and keyboard shortcut keys.

HOT KEYCopy—CTRL + C

Paste—CTRL + V

Lesson 5: Workingwith Formulasand Functions

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Lo Itoductio

Buildig fomula

Copyig fomula


work with formulas and functions in Microsoft Excel 2007. The student

will learn to apply build formulas and apply functions to summarize

data in a worksheet.


Buildformulas•

Copy formulas•

Use absolute and relative cell references•

Edit formulas•

Use the SUM function and AutoSum•

Insert Date functions•

Using conditional logic in a formula•

Understand basic statistical functions•

Workwiththree-dimensionalformulas•




Wokig with Cllrc

editig fomula

exploig fuctio

Uig Logic i fomula

Instructors should do the following:Denethetermsrelativecellreferencesandabsolutecellreferences.•Demonstrate how to create a formula using absolute row references.•Demonstrate how to create a formula using absolute column references.•Demonstrate how to create a formula using absolute cell references.•Demonstrate how to copy a formula that contains an absolute cell referenc•

Alternative Methods:Demonstrate how to create a formula using the F4 key to create absolute cell

references.

HOT KEYToggle Absolute Reference—F4

Instructors should do the following:Explain that formulas can be edited at any time after the formula is created•Demonstrate how to edit a formula by double clicking the cell and making•changes directly in the cell.

Alternative Methods:Demonstrate how to edit a formula by clicking on the cell and making the edittheFormulaBar.

HOT KEYEdit Mode—F2

Instructors should do the following:Denethetermsfunction,functionname,andargument.•Demonstrate how to manually enter a function into a cell.•Demonstrate how to create a formula using a function from the Insert Func•tionbuttonontheFormulaBar.Demonstrate how to use various types of functions found in the Insert Func•tion dialog box.Explain the AutoSum feature.•Demonstrate how to create a formula using the AutoSum button in the Edi•ing Group on the Home Ribbon.Demonstrate how to copy a formula that was created using the AutoSum•button.DemonstratehowtocreateadateandtimeformulausingtheNOWfuncti•Demonstrate how to create a date and time formula using the TODAY func•tion.Demonstrate how to create a date formula using the Date function from th•InsertFunctionbuttonontheFormulaBar.Explain that the date and time functions are based upon the computer sys-•tem’s date and time.Explain that dates are more useful as formulas rather than as constants.•Explain the basic statistical functions of SUM, AVERAGE, COUNT, MIN, and•

MAX.Demonstrate how to manually create a formula using the basic statistical•functions.

Alternative Methods:Demonstrate how to create a formula using the More Functions option under tSum Command in the Editing Group.

HOT KEYInsert Sum Function—ALT + =

Instructors should do the following:Denealogicalfunctionandcomparisonoperators.•

Explain how the IF function returns values based on true or false results fro•






5.Whichsymbolisdisplayedthroughoutacellwhenthereisnotenoughwidthaccommodatetheentry?

a. #b. *c. +d. &

Quiz Answers:

True/False

1. False, the / (forward slash) is the division operator2. False,absolutereferencesarexedreferences.3. True4. True5. False, The IF function is a logical function.

Multiple Choice

1. B(1935)2. D (>)

3. D (Recalculate All)4. B(increasedecimal)5. A(#)

Class Projects


Asanofceclerkinthehumanresourcesdepartment,youareaskedtoupdatespreadsheet that will be used to present employee data for an upcoming auditOpenthelesson5ex1studentdataleinExcel2007,andcompletethefollowin

Format the worksheet to enhanced readability.•

Create formulas to calculate the average age, weekly salary and bonus per-•centage of each employee.Create formula to calculate the maximum age, weekly salary and bonus pe•centage of each employee.CreateaformulatocalculatetheBonusamountthatanemployeewould•receive if they meet their weekly sales goal.Belowisthepercentageofsalaryamountthateachemployeemustsellto•receive the weekly bonus.

BillCole 548Gloria Doer 516Eric Erwin 511Mitchell Harms 489Pattie Hovey 496Lauren Huang 476David Mott 474WandaShas 493




Belowisthesalesamountthateachemployeehassoldthisweek.•

BillCole 548Gloria Doer 516Eric Erwin 511Mitchell Harms 489Pattie Hovey 496Lauren Huang 476David Mott 474

WandaShas 493 Calculate this percentage and create a conditional formula to determine th•employee receives a salary bonus.Save the workbook as lesson5ex1 in the Excel 2007 folder.•Close Excel.•


Asanofceclerkforthesalesdepartment,youareaskedtoupdateaspread-sheet that will be used to present sales person data for the management staff meeting.Openthelesson5project1studentdataleinExcel2007,andcomplthe following:

EntertherowheadingTotalsincellA9,andcalculatecolumntotalsincells•and C9 for the employee sheets.Insert a new worksheet name Grand Total.•Create the worksheet to display Grand Total cells for each day.•Using three-dimensional formulas, calculate the weekly total for all employ•ees on the Grand Total sheet.On each employee sheet, calculate a daily total that combines the regular•sale item with the bonus sale item.On the report total sheet, calculate the weekly average for each employee•using a three-dimensional formula.Format all values on all sheets as currency to two decimal places with no•symbol.

In cell A2 of the report totals sheet, use a formula to insert the current date•Save the workbook as Lesson5Project1 in the Excel 2007 folder.•Close Microsoft Excel.•

MicrosoftOfceOnlineprovidesonlinetraining,demonstrations,andquizzestinclude detailed explanations, preferred methods, and lesson tutorials for eachMicrosoftOfceprogram.Theseresourcesaresuggestedtoengagestudentshands-on experience, self-paced lesson participation, and lesson reinforcement


Course 5426: Performing Calculations on Data in Microsoft® Ofce Excel® 2007 Show the class the information for this course and explain that this course is apart of a series of courses that cover how to perform calculations on data usingMicrosoft®OfceExcel®2007.

VideoBasics

Getting to know Microsoft Excel 2007 Show the class the information for this video and explain that the video demonstrates how to enter formulas into worksheets and perform simple calculations

Learn how to gure out dates using formulas in Excel 2007 Show the class the information for this video and explain that the video demon

strates how to use dates in formulas.





http://office.microsoft.com/en-us/excel-help/get-started-RZ010074593.aspx?lc=en-us&section=2

http://office.microsoft.com/en-us/excel-help/lesson-1-what-dates-mean-to-excel-RZ010278632.aspx?lc=en-us&section=2

http://office.microsoft.com/en-us/excel-help/lesson-1-what-dates-mean-to-excel-RZ010278632.aspx?lc=en-us&section=2

http://office.microsoft.com/en-us/excel-help/get-started-RZ010074593.aspx?lc=en-us&section=2






Explain that Microsoft Excel enables users to create pictorial representations of data using charts. Give examples of data that is appropriate for a chart. Explaithat student will learn to create and edit various type of charts in Excel.

Instructors should do the following:Discuss each type of chart, and explain the differences in the appearance o•the data.Point out that the most common type of charts that are used include the•column, bar, and pie charts.Explain how to select the appropriate data for a chart, and point out that•totals are not typically used in a chart.Explain that Excel will easily create charts based on selected data.•Demonstrate how to create a chart using the Chart Group on the Insert Rib•bon.Guide students through the four of creating a chart.•Point out that charts are either created as embedded charts in a worksheet•as separate chart sheets.

Instructors should do the following:Explain that charts can be moved or resized.•Point out that many charts are placed immediately below the data that it•summarizes to improve readability.Explain that the chart must be selected to gain access to the Chart Tools Ri•bons which allow for chart editing.Demonstrate how to select the chart by pointing out the chart area.•

Demonstrate how to drag the chart area to a new location within the work• sheet.Demonstrate how to resize the chart area by dragging the chart sizing•handles.Demonstrate how to delete a chart by selecting the chart area and pressing•the delete key.Demonstrate how to undo the deletion of a chart by choosing the Undo b•ton on the Quick Access Toolbar.

Instructors should do the following:Explain that titles and labels in a chart can make the charted data more•meaningful to the user.Denethetermlegend.•

Point out that the legend is a means of identifying data.•

Lesson 6: Workingwith Charts and

Graphics

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Catig Chat

Movig ad rizig Chat

Modiyig Chat Titl adAddig Axi Labl


charts to present data in Microsoft Excel 2007. The student will learn to

apply create and modify various type of charts.


Create charts•

Move, resize, and delete charts•

Modify chart titles•

Move and format chart elements•

Change chart types and organize source data•

Update data and format the axes•

Add gridlines and arrows•

Using Illustrations•

Preview and print charts•




Explain that titles provide users with a method for understanding the sourc•of the data.Demonstrate how to insert labels and titles by selecting the chart area and•choosing appropriate option from the Labels Group in the Chart Tools Rib-bons (available only when a chart is open).Demonstrate how to change the legend using the Legend Command from•the Labels Group in the Chart Tools Ribbons (available only when a chart isopen).

Alternative Methods:Another method for applying labels is to right-click the chart area and•choose Data Labels from the shortcut menu.

Instructors should do the following:Explain that formatting a chart and moving various elements in the chart c•improve readability of the data.Demonstrate how to reposition the legend by selecting the chart area and•dragging the legend to a new location.Demonstrate how to change the format of the legend using from the Char•Tools Format Ribbon (available only when a chart is open).Demonstrate how to reposition a label or title by clicking the item and drag•ging it to a new location within the chart area.

Demonstrate how to change the format of title and labels by right-clicking•the item and choosing Format Chart title from the shortcut menu.

Alternative Methods:Another method for repositioning the legend is to select the chart area and•choosing the Legend Command on the Chart Tools Layout tab.Demonstrate an alternative method for formatting a legend by right-clicki•on the legend and choosing Format Legend from the shortcut menu.Demonstrate another method used to format a title by selecting the title o•label and choosing Format Chart Title or Format Data Label from the shortmenu.

Instructors should do the following:

Explain that there are a wide variety of data types, and some represent var•ous types of data better than others.Discuss the various types of charts.•Explain that source data is the data that actually is represented in the chart•area.Point out that the chart type can be switched to any type of chart.•Demonstrate changing the chart type by selecting the chart area and choo•ing the Chart Tools Layout Ribbon.Demonstrate the same data represented by at least three different types of•charts.Point out that changing the way the source data is organized can affect the•layout and representation of the chart.Demonstrate how to reorganize the source data by right-clicking on the ch•area and choosing the Chart Tools Design Ribbon.

Alternative Methods:An alternative method for changing the chart type is to select the chart are•and right-clicking and choosing Change Chart Type from the shortcut menPoint out that an alternative to changing the organization of the source da•is to choose the chart area and choose Select Data from the shortcut menu

Instructors should do the following:Explain that data in the chart will automatically update to match the updat•in the worksheet.Denethetermscategoryandvalueaxis.•

Movig ad fomattigChat elmt

Chagig th Chat Typ ad

Ogaizig th souc Data

Updatig Data adfomattig th Ax






3.WhichofthefollowingisnotanExcelCharttype?

a. Columnb. Linec. Rowd. Pie 4. _____ is a chart this is display on the same worksheet as the source data.

a. Included Chartb. Employed Chartc. Inserted Chartd. Embedded Chart

5. _____ is an area that labels the data used in a chart.

a. Legendb. Denitionc. Mapd. Appendix

Quiz Answers:

True/False

1. True2. False, charts may be resized at any time.3. False, the column chart or pie chart4. False, chart sheet.5. True

Multiple Choice

1. B(serieslabels)2. C (chart)

3. C (Row)4. D (Embedded Chart)5. A (Legend )


Asanofceclerkforthesalesdepartment,youareaskedtoupdateaspread-sheet that will be used to present sales person data for the management staff meeting. The management is considering salary increase for the sales personnandwouldliketoreviewthedataoncemorebeforerenderinganaldecision.Openthelesson6ex1studentdataleinExcel2007,andcompletethefollowin

CreateachartusingtheNameandWeeklySalarydataelds.•Select for the chart to be 3-D Clustered Column.•EnterthecharttitleABCManufacturing2010EmployeeSalaryandthex-a•title Employees.Select for the on a new sheet.•On the chart sheet, click and drag the chart area to the center position of t•sheet.Move the legend to the bottom of the sheet.•Change the chart legend to major units of $50.•Add an arrow and text box to the column for Pattie Hovey pointing out tha•she has the highest salary.Rename the Chart Sheet to Chart.•Save the workbook as lesson6ex1a in a new folder named Excel 2007 folde•

Changethecharttypetoa3-DBarchart.•

Cla Pojct




Change the number format on the scale to general number with zero decim•places.Rotate the Axis titles.•Changesthebarllcolortored.•Remove the arrow that was used in the 3-D column chart.•Change the gridlines to minor value axis gridlines.•ChangethesalaryonEmployeeInformationSheetforBillColeto452.97.•Print preview the chart sheet.•Save the workbook as lesson6ex1b in the folder named Excel 2007 folder.•

Close Excel.•


You have decided to work an addition semester as the Economics departmentwork study student assistant. The professor that you are assisting was extremelyimpress with your previous test score worksheet and would like to have youcreate a chart so that he may easily compare student data. Open the workboolesson6project1 and complete the following:

Use all data except the average, and create a line chart as a chart sheet wit•the title Class Test Scores.Change the scale to have a maximum unit of 100, minimum unit of 60, and•

major unit of 10.Remove the legend, and format the alignment of the student names to be •a 45 degree angle.Change the student names to 12-point font.•Alter the plot area to have a light yellow background color.•Modify the chart line to be thick with square markers.•Save the workbook as Lesson6Project1a in the folder named Excel 2007•folder.Change the chart type to 3-D bar with dark blue bars.•Save the workbook as Lesson6Project1b in the folder named Excel 2007•folder.Close Excel.•

MicrosoftOfceOnlineprovidesonlinetraining,demonstrations,andquizzestinclude detailed explanations, preferred methods, and lesson tutorials for eachMicrosoftOfceprogram.Theseresourcesaresuggestedtoengagestudentsihands-on experience, self-paced lesson participation, and lesson reinforcement VideoBasics

Charts I: How to create a chart in Excel 2007 Show the class the information for this video and explain that the video demonstrates how to create visually appealing data with charts.


http://office.microsoft.com/en-us/excel-help/create-a-basic-chart-RZ010175754.aspx?CTT=1&lc=en-us&section=2

http://office.microsoft.com/en-us/excel-help/create-a-basic-chart-RZ010175754.aspx?CTT=1&lc=en-us&section=2




Explain that Microsoft Excel enables users to present data using a table featureExceltablefeaturesallowfordatatobeinserted,deleted,andmodiedeasilytverifyaccuracy.Dataintablesmayalsobesortedorlteredtodisplayonthedatathatmeetsaspeciccriteria.Excel’sadvanceddataanalyzingfeaturesalsallow detailed data to be summarized and represented in easy to read PivotTaband PivotCharts.

Instructors should do the following:Denetable,eld,andrecord.•Point out that an important component of table creation is planning based•

upon how the data will be used.Discusstheimportanceofappropriateeldnameswhichwillbeusedasth•header row for the table.Demonstrate how to create a table.•Demonstrate how navigate through a table using the scroll boxes, arrow ke•tab key, and various Hot Key combinations.Remind students that freezing rows and columns can assist in table readab•ity. This was discussed in an earlier lesson.DemonstratehowtoselectdataanddeneatableusingtheTablecomma•in the Tables Group on the Insert Ribbon.Point out that when a table is created and selected that the Table Tools Rib•bon becomes available.Demonstrate how to rename a table using the Properties Group on the Tab•

Tools Design Ribbon.Explain that formatting a table will change the appearance of the table and•enhance to readability of the data in the table.Demonstrate how to format a table using the Table Style Options Group on•the Table Tools Design Ribbon

HOT KEYMove to Cell A1 (or upper most left) in the Table—CTRL + HOME

Move to Last Cell or (lower most right) in the Table—CTRL + ENDMove to Last Record in the table—END + down arrow

Instructors should do the following:Explain that adding data into a table is also considered adding records into•

Lesson 7: Working withTables, PivotTable,

PivotCharts

Laig Objctiv

Lo Itoductio

Cat ad fomat a Tabl

Maitaiig Data ia Tabl


use tables and table tools in a worksheet. The student will learn to

create a table and format the table as well as work with PivotTable and

PivotChart to enhance the appearance of data.


Create a table•

Format a table•

Maintaining Data•

n a table•

Sort and Filter data in a table•

Understanding PivotTables•

Create a PivotTable•

Modify a PivotTable•

Understand PivotCharts•

Create a PivotChart•




sot ad filt Datai a Tabl

Udtadig ad UigPivotTabl

the table.Demonstrate how to enter data into the table and use the tab key to navig•tothenextdataeld.Pointoutthatafterdataiskeyedintothelasteldofthetable,pressingth•Tab key on the keyboard will create a new record in the table.Demonstrate how to the use the Find & Select Command in the Editing•GroupontheHomeRibbontosearchforspecicdatainatable.Demonstrate how to edit data in a table by selecting the data and making •edit in the formula bar.

Demonstrate how to delete data, rows or columns in a table using the Dele• command in the Cells Group on the Home Ribbon.

Alternative Methods:Demonstrate how to edit data in a table by selecting the data and pressing•to enter edit mode.Demonstrate how to delete selected data in a table using the Delete key on•the keyboard.Demonstrate how to delete selected data in row or columns in a table usin•the Delete key on the keyboard.Demonstrate how to delete an entire selected row or column in a table usin•the Delete Command on the Shortcut menu.

HOT KEYEnter Edit Mode—F2

Instructors should do the following:Explainthebenetofsortingandlteringdatainatable.•Denethetermssort,sortelds,ascendingorder,descendingorder,prima•sorteld,secondarysorteld,andltering.Demonstrate how to sort data using the Sort Commands in the Sort and Fi•Group on the Data Ribbon.Demonstrate how to sort data based on several criteria at once using the S•Dialog box in the Sort and Filter Group on the Data Ribbon.Demonstrate how to sort data using the Custom List Option in the Order•drop down on the Sort Dialog box.

DemonstratehowtolteronecolumnofdatausingtheFilterCommandin•the Sort & Filter Group.DemonstratehowtoltermultiplecolumnsofdatausingtheFilterCom-•mand in the Sort & Filter Group.DemonstratehowtoclearltersfromthetablebychoosingtheClearCom•mand in the Sort & Filter Group.DemonstratehowtocreateacriterialterintheCustomFilterDialogbox.•DemonstratehowtosortltereddatausingSortCommandintheSort&•Filter Group.Demonstrate how to apply a totals row to summarize data by choosing the•Total Row Option in the Table Style Options on the Table Tools Design RibbDemonstrate how to change the summary calculation type by choosing the•drop down in the cell on the total row.Demonstrate how to remove totals from the table area.•Discuss how subtotals may be used in a table area to provide summary info•mation of data this is being presented.Demonstrate how to apply subtotals to the table area by converting the ta•to a normal range and choosing the Subtotal Command in the Outline Groon the Data Ribbon.

Instructors should do the following:DenethetermPivotTable,valueeldsandcategoryelds.•ExplainthebenetsofpresentingdataviaaPivotTable.•Demonstrate how to create a PivotTable using the PivotTable Command in•the Tables Group on the Insert Ribbon.

Discuss with students the layout areas of the PivotTable.•




Instructors should do the following:DemonstratehowtoaddandremoveaeldinaPivotTableusingthePivo•Table Field List.DemonstratehowtoaddcategoryandconditioneldstoaPivotTableusin•the PivotTable Field List.Demonstrate how to apply a style to a PivotTable using the PivotTable Tool•Design Ribbon that is displayed when the PivotTable is selected.Demonstrate how to apply numerical formatting to the PivotTable using Pi•

otTable Tools Options Ribbon.DemonstratehowtorearrangetheeldsinaPivotTabletoprovideamore•effective summary of the data presented. Using the Layout Section of thePivotTable Field list accomplish this task.Demonstrate the use of the PivotTable Design Tools Ribbon to change the•Report Layout.ExplainthenecessityoflteringeldsinaPivotTabletopresentonlyrequi•data.DemonstratehowtolterPivotTableeldsusingthecolumnlabelltersth•appear when the PivotTable is selected.Demonstrate the use of the collapse and expand buttons in the PivotTable.•Demonstrate how to use the Sort Command on the PivotTable Tools Optio•Ribbon to sort the data in a PivotTable.

Explain the importance of refreshing a PivotTable to update any data chang•that have taken place since the PivotTable was created.Demonstrate how to refresh a PivotTable update the PivotTable data.•

Instructors should do the following:DenethetermPivotChartandpointouthowitdiffersfromaPivotTable.•ExplainthebenetsofpresentingdataviaaPivotChart.•Demonstrate how to create a PivotChart using the information in a PivotTa•and choosing the PivotTable Tools Ribbon.DemonstratehowtolteriteminthePivotChart.•

Instructors should do the following:DemonstratehowtoaddandremoveaeldinaPivotTableusingthePivo•

Table Field List.DemonstratehowtoaddcategoryandconditioneldstoaPivotTableusin•the PivotTable Field List.Demonstrate how to apply a style to a PivotTable using the PivotTable Tool•Design Ribbon that is displayed when the PivotTable is selected.Demonstrate how to apply numerical formatting to the PivotTable using Pi•otTable Tools Options Ribbon.DemonstratehowtorearrangetheeldsinaPivotTabletoprovideamore•effective summary of the data presented. Using the Layout Section of thePivotTable Field list accomplish this task.Demonstrate the use of the PivotTable Design Tools Ribbon to change the•Report Layout.ExplainthenecessityoflteringeldsinaPivotTabletopresentonlyrequi•data.DemonstratehowtolterPivotTableeldsusingthecolumnlabelltersth•appear when the PivotTable is selected.Demonstrate the use of the collapse and expand buttons in the PivotTable.•Demonstrate how to use the Sort Command on the PivotTable Tools Optio•Ribbon to sort the data in a PivotTable.Explain the importance of refreshing a PivotTable to update any data chang•that have taken place since the PivotTable was created.Demonstrate how to refresh a PivotTable update the PivotTable data.•

True/False

1. Excel creates an associated PivotTable with each PivotChart.

Modiyig a PivotTabl

Udtadig ad UigPivotChat

Modiy a PivotTabl

Lo Quiz




2. A PivotTable is an interactive table that enables data grouping.3.InformationdoesnotneedtobedenedasanExceltablepriortocreatinga

PivotTable.4.ExcelTablesenabletheusertolterdataeasily.5. Items on a PivotTable may be expanded or collapsed based upon the desirab

view.

Multiple Choice

1. The data in a PivotTable is ____ directly to worksheet cells.

a. linkedb. not linkedc. copiedd. imported

2. PivotTables are useful because they show _____ among data.

a. relationshipsb. linksc. changesd. values

3.WhichbuttonwillupdatethePivotTableandPivotChartinformation?

a. updateb. recalculatec. Refreshd. Link 4. _____ is a graphic representation of the data in a PivotTable.

a. Option Chartb. PivotChartc. Inserted Chart

d. Embedded Chart

5. _____ is one way to manipulate data in a PivotChart environment.

a. Filterb. Embedc. Mapd. Alphabetize

Quiz Answers:

True/False

1. True2. True3. False, the PivotTable option will not be available otherwise.4. True5. True

Multiple Choice

1. B(notlinked)2. A (relationships)3. C (Refresh)

4. B(PivotChart)5. A (Filter )





Asanofceclerkforthesalesdepartment,youhavesharedinformationwithyour supervisor regarding the use of PivotTables and PivotCharts to display infomation. You are asked to prepare a sample demonstrating the enhanced read-abilityofdatapresentedinthemanner.Openthelesson7ex1studentdataleExcel 2007, and complete the following:

Create a new column with a formula that calculates the new salary increase• amount.Using the data in columns A, D, and E on the Employee Information sheet,•create a pivot table using the following:aRow labels – Name•bValue – summarize the increase in salary.•Save the workbook as lesson7ex1a in the folder named Excel 2007 folder.•Remove the total and average rows.•Create a PivotChart on a new sheet displaying the Name and Salary increa•Save the workbook as lesson7ex1b in the folder named Excel 2007 folder.•Close Excel.•


You have decided to work an addition semester as the Economics departmentwork study student assistant. The professor that you are assisting was extremelyimpress with your previous work. You have just learned to create PivotTables aPivotCharts and would like offer an alternative to the professor. Open the workbook lesson7project1 and complete the following:

Delete the Average score row.•Using the Test Scores sheet, create a pivot table using the following:•

a. Row labels – Nameb. Value – summarize the average score

Save the workbook as lesson7project1a in the folder named Excel 2007 fold•Create a PivotChart on a new sheet displaying the Name and Average Scor•

Save the workbook as lesson7project1b in the folder named Excel 2007•folder.Close Excel.•

MicrosoftOfceOnlineprovidesonlinetraining,demonstrations,andquizzestinclude detailed explanations, preferred methods, and lesson tutorials for eachMicrosoftOfceprogram.Theseresourcesaresuggestedtoengagestudentshands-on experience, self-paced lesson participation, and lesson reinforcement


Course 5429: Working with Pivot Tables and Charts in Microsoft® Ofce Exce 2007 Show the class the information for this course and explain that this course is apart of a series of courses that cover how to create and format PivotTable andPivotChartreportsinMicrosoft®OfceExcel®2007.

VideoBasics

PivotTable I: Get started with PivotTable reports in Excel 2007 Show the class the information for this video and explain that the video dem-onstrateslearnaboutMicrosoftOfceExcel2007PivotTablereports,afastandpowerful way to analyze data and answer questions you have about it.

Cla Pojct





http://office.microsoft.com/en-us/excel-help/make-your-data-work-for-you-RZ010205886.aspx?CTT=1&lc=en-us&section=2

http://office.microsoft.com/en-us/excel-help/make-your-data-work-for-you-RZ010205886.aspx?CTT=1&lc=en-us&section=2






PivotTable II: Filter PivotTable report data in Excel 2007 Show the class the information for this video and explain that the video demonstrateshowtolterdatainPivotTablereportswithMicrosoftOfceExcel2007

PivotTable III: Calculate data in PivotTable reports in Excel 2007 Show the class the information for this video and explain that the video demonstrateshowtoworkwithnumbersinPivotTablereportsinMicrosoftOfceExc2007 to help you see what your data means.

Thisdocumentisprovided“as-is”.Informationandviewsexpressedinthisdocument,includingURandotherInternetWebsitereferences,maychangewithoutnotice.Youbeartheriskofusingit.

Someexamplesdepictedhereinareprovidedforillustrationonlyandarectitious.Norealassociation or connection is intended or should be inferred.

This document does not provide you with any legal rights to any intellectual property in any Microproduct. You may copy and use this document for your internal, reference purposes.

© 2010 Microsoft. All rights reserved. Microsoft and the trademarks listed at http://www.microsoftcom/about/legal/en/us/IntellectualProperty/Trademarks/EN-US.aspx are trademarks of the Microsogroup of companies. All other marks are property of their respective owners.

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MELJUN CORTES Microsoft Excel 2007 Lesson Plan