Welcome to EXCEL What is Excel all about

Welcome to EXCEL

What is Excel all about? § Data § Summarized § Charts

Data? § Data is collected so people can better understand the meaning of data. § Excel worksheets allow data to easily be summarized and charted § Chart conveys a visual representation of data.

Notes: Project Guidelines § Process of developing a worksheet that communicates specific information requires careful analysis and planning. 1. Establish WHY the worksheet is needed. 2. ANALYZE the intended users of the worksheet and their needs. 3. GATHER information and decide what to include. 4. DETERMINE the worksheet design and style.

Definitions! § **The person or persons requesting the worksheet should supply their requirements in a requirement document. § Includes a needs statement, a source of data, a summary of calculations, and any special requirements.

School Calendar: 2011 -12

Total Days

Reading Levels

Supply Order

Monthly Payments

Seating Charts

Party time-maps

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

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

BTW ex 4 § Spreadsheet specialists do not sit down and start entering text, formulas, and data into a blank Excel worksheet as soon as they have a spreadsheet assignment. § They follow an organized plan that breaks the development cycle into series of tasks.

BTW: Specialists Game Plan § § § 1. analyze requirements 2. design solutions 3. validate designs 4. implement design 5. test solution 6. document solution

IT’S ALL IN THE PLANNING § Lets make a requirement document. § Use the example in the book on EX 4 to help guide you. § A money-tracking schedule for a student organization § A statistical record for a neighborhood T-Ball league § A fitness-tracking program for a gym with several members. § Tracking grades

Coffee Shop Talk § You are an assistant to the accounting manager for a small company that sells sports equipment online. The manager needs an analysis of sales by product to be presented at Friday’s meeting. § How can you use Excel to complete this assignment? What information do you need to produce an accurate, useful analysis? What questions might you ask the accounting manager before starting?

Plan ahead: NOTEd 1. Select titles and subtitles: Less IS more! 2. Determine Contents for Rows & Columns § Rows typically contain information that is corresponding to items in a list. § Alphabetical § Columns contain descriptive information about the items in the rows or contain information that helps to group the data. § Locations § 3. Determine the calculations that are needed.

Plan ahead: NOTEd cont. 4. Determine where to save 5. Identify how to format various elements § Overall appearance 6. Decide on the type of chart. 7. Establish where to position and format chart. 8. Choose a name for the worksheet. 9. Determine the best method for distributing.

Coffee Shop Talk § § § Close BOOKS Minimize NOTES Make a list on IPADS of guidelines you remember on your OWN. § Then share with your neighbor.