Welcome to EXCELWelcome to EXCEL

What is Excel all about? What is Excel all about?

DataData SummarizedSummarized Charted Charted

ChartsCharts

Data? Data?

Data is collected so people can better Data is collected so people can better understand the meaning of data.understand the meaning of data.

Excel worksheets allow data to easily be Excel worksheets allow data to easily be summarized and chartedsummarized and charted

Chart conveys a visual representation of Chart conveys a visual representation of data. data.

Notes: Project GuidelinesNotes: Project Guidelines

Process of developing a worksheet that Process of developing a worksheet that communicates specific information requires communicates specific information requires careful careful analysis and planning.analysis and planning.1.1. Establish WHY the worksheet is needed.Establish WHY the worksheet is needed.

2.2. ANALYZE the intended users of the worksheet ANALYZE the intended users of the worksheet and their and their needs.needs.

3.3. GATHER information and decide what to GATHER information and decide what to include. include.

4.4. DETERMINE the worksheet design and style.DETERMINE the worksheet design and style.

Definitions!Definitions!

**The person or persons requesting the **The person or persons requesting the worksheet should supply their requirements worksheet should supply their requirements in a in a requirement documentrequirement document.. Includes a needs statement, a source of data, a Includes a needs statement, a source of data, a

summary of calculations, and any special summary of calculations, and any special requirements. requirements.

School Calendar: 2011-12School Calendar: 2011-12

Total DaysTotal Days

Reading LevelsReading Levels

Supply OrderSupply Order

Monthly PaymentsMonthly Payments

Seating ChartsSeating Charts

Party time-mapsParty time-maps

Coffee Shop TalkCoffee Shop Talk

With a neighbor: Make a list of activities With a neighbor: Make a list of activities in your lives for which creating a in your lives for which creating a worksheet would be helpful. worksheet would be helpful.

FYIFYI

Many people use the terms spreadsheet Many people use the terms spreadsheet and worksheet interchangeably; and worksheet interchangeably; however, when working in Excel, the however, when working in Excel, the correct term is correct term is WORKSHEETWORKSHEET..

BTW ex 4BTW ex 4

Spreadsheet specialists do not sit down Spreadsheet specialists do not sit down and start entering text, formulas, and and start entering text, formulas, and data into a blank Excel worksheet as data into a blank Excel worksheet as soon as they have a spreadsheet soon as they have a spreadsheet assignment. assignment. They follow an organized plan that breaks They follow an organized plan that breaks

the development cycle into series of tasks. the development cycle into series of tasks.

BTW: Specialists Game BTW: Specialists Game PlanPlan

1. analyze requirements1. analyze requirements 2. design solutions2. design solutions 3. validate designs3. validate designs 4. implement design4. implement design 5. test solution5. test solution 6. document solution6. document solution

IT’S ALL IN THE PLANNINGIT’S ALL IN THE PLANNING Lets make a requirement document. Lets make a requirement document. Use the example in the book on EX 4 to Use the example in the book on EX 4 to

help guide you. help guide you. A money-tracking schedule for a student A money-tracking schedule for a student

organizationorganization A statistical record for a neighborhood T-Ball A statistical record for a neighborhood T-Ball

leagueleague A fitness-tracking program for a gym with A fitness-tracking program for a gym with

several members. several members. Tracking gradesTracking grades

Coffee Shop Talk Coffee Shop Talk

You are an assistant to the accounting You are an assistant to the accounting manager for a small company that sells manager for a small company that sells sports equipment online. The manager needs sports equipment online. The manager needs an analysis of sales by product to be an analysis of sales by product to be presented at Friday’s meeting. presented at Friday’s meeting. How can you use Excel to complete this How can you use Excel to complete this

assignment? What information do you need to assignment? What information do you need to produce an accurate, useful analysis? What produce an accurate, useful analysis? What questions might you ask the accounting manager questions might you ask the accounting manager before starting?before starting?

Plan ahead: NOTEdPlan ahead: NOTEd1.1. Select titles and subtitles: Less IS more!Select titles and subtitles: Less IS more!

2.2. Determine Contents for Rows & ColumnsDetermine Contents for Rows & Columns Rows typically contain information that is Rows typically contain information that is

corresponding to items in a list. corresponding to items in a list. AlphabeticalAlphabetical

Columns contain descriptive information about the Columns contain descriptive information about the items in the rows or contain information that helps to items in the rows or contain information that helps to group the data. group the data.

LocationsLocations

3. Determine the calculations that are needed.3. Determine the calculations that are needed.

Plan ahead: NOTEd cont.Plan ahead: NOTEd cont.

4. Determine where to save4. Determine where to save

5. Identify how to format various elements5. Identify how to format various elements Overall appearanceOverall appearance

6. Decide on the type of chart.6. Decide on the type of chart.

7. Establish where to position and format chart.7. Establish where to position and format chart.

8. Choose a name for the worksheet.8. Choose a name for the worksheet.

9. Determine the best method for distributing.9. Determine the best method for distributing.

Coffee Shop TalkCoffee Shop Talk

Close BOOKSClose BOOKS Minimize NOTESMinimize NOTES Make a list on IPADS of guidelines you Make a list on IPADS of guidelines you

remember on your OWN.remember on your OWN. Then share with your neighbor. Then share with your neighbor.