GOAL: Before you leave today you will know how to:

  1. Open and close a workbook
  2. Navigate through a workbook and worksheet
  3. Select cells and ranges
  4. Plan and create a workbook
  5. Insert, rename, and move worksheets
  6. Enter text, dates, and numbers
  7. Undo and redo actions
  8. Resize columns and rows


  1. Introducing Excel and Spreadsheets
    1. This section will familiarize you with the basic parts of Excel and show you a very simple worksheet. Think of each worksheet as a large sheet of paper. Just as a book is comprised of sheets of paper, so too, is an Excel workbook comprised of worksheets. Because all sorts of calculations can be made in the Excel spreadsheet, it is much more flexible than a paper spreadsheet.
    2. Familiarize yourself with the names of all the parts of the Excel window on pages 2-3. These names will be used over and over again throughout the text, so your understanding of key terms such as these will help you to build your knowledge and execute assignments with ease.
    3. WATCH & DO THIS VIDEO–Pages EX 1 to EX 13
      1. Quick Quiz:
        1. A(n) ____________ is a collection of text and numbers laid out in a rectangular grid.
        2. You press the ____________ key to display the Key tips, which are labels that appear over each tab and command on the ribbon.
        3. A(n) _____ contains a chart that provides a visual representation of worksheet data.
        4. Each cell is identified by a(n) _____, which is based on the cell’s column and row location.
        5. On the ribbon, click the ____________ tab to display Backstage view.
        6. What are the shortcut keys to close a file?
    4. WATCH & DO THIS VIDEO–Pages EX 13 to EX 23–This is what your sheet should look like when you are done entering the information from Figure 1-16 on page 23–SHOW ME BEFORE CONTINUING
      1. Be sure to read about the planning process. It is important and it will actually save you time in the long run.
      2. Think of examples where a workbook would be beneficial (for example, to keep track of income for a fund drive for their club).
        1. EXTRA CREDIT: Prepare a list of questions that need to be answered in order to create one of the workbooks from above.
      3. Another way for you to move a worksheet is to right-click the sheet tab and click Move or Copy. Excel opens the Move or Copy dialog box. From this dialog box you can move the selected sheet to a new location in the current workbook or to a new location in a different workbook.
      4. Quick Quiz:
        1. True or False. When you create a new blank workbook, it is named Sheet1.
        2. You create new workbooks from the New screen in ____________ view.
        3. What is good practice with regard to placement of sheets in a workbook?
        4. As good practice, how often should you save a workbook?
        5. What is a shortcut menu?
      5. There are three basic general categories for data: text, numbers, and dates and times.
        1. Text data is a combination of letters, numbers, and some symbols.
        2. Numeric data is any number that can be used in a mathematical calculation.
        3. Date and time data are commonly recognized formats for date and time values.
        4. By default, text is left-aligned in cells, whereas numbers, dates, and times are right-aligned.
      6. Excel will automatically change some dates into a default date format. For example, if you enter the date “June 4, 2017” Excel will change the date to “4-June-17.” If you enter the date using a two-digit year value such as “6/4/17” Excel will change the date to “6/4/2017.” Excel refers to these date formats as short dates. You can control the automatic reformatting of short dates by changing Windows Regional Settings.
      7. As soon as you begin to type a value for a cell, you enter editing mode. You must complete the edit before you can perform some other operation. Completing the edit is accomplished either by pressing the Enter key or by moving the cursor to another cell.
      8. In addition to undoing and redoing an action, you can also “repeat” an action. The repeat option is not added to the Quick Access Toolbar by default, but you can add it as follows:
        1. Click the Microsoft Office Button and then click Excel Options.
        2. Click Customize.
        3. Under Choose Commands from click Popular Commands.
        4. In the list of commands, click Repeat and then click Add.
        5. Click OK. The repeat button is now available on the Quick Access Toolbar.
      9. You can easily reverse the effect of an action by pressing the Undo button. This is a great “safety net” as long as too many actions have not been completed before you decide you want to reverse an action.
      10. Quick Quiz:
        1. _______________ is any numerical value that can be used in a mathematical calculation.
        2. What does a green triangle in a cell indicate?
        3. How should Excel categorize telephone numbers: as text, numbers, or dates and times? Why?
        4. How should Excel identify social security numbers? Why?
        5. How should Excel categorize dates like April 15, 2017? Why?
    5. WATCH & DO THIS VIDEO–Pages EX 24 to EX 29–SHOW ME WHEN YOU ARE DONE–Your’s should look like Figure 1-21 on page EX 28.
      1. Quick Quiz:
        1. A(n) ______ is a single point on a computer monitor or printout.
        2. What is the default column width?
        3. ______ changes the column width or row height to display the longest or tallest entry within the column or row.
        4. True/False: When text wraps within a cell, the row height increases.


When you are done with this session you will be able to:

  1. Enter formulas and the SUM and COUNT functions
  2. Copy and paste formulas
  3. Move or copy cells and ranges
  4. Insert and delete rows, columns, and ranges
  5. Create patterned text with Flash Fill
  6. Add cell borders and change font size
  7. Change worksheet views
  8. Prepare a workbook for printing
  9. Save a workbook with a new filename


    1. Open your book to page EX30 and WATCH THIS VIDEO EXPLANATION
      1. Formulas always begin with an = sign.
    2. Read and do pages EX30 to EX35–SHOW ME
      1. Review Figure 1-22
        1. It is very important that you understand the kinds of operations used in worksheets.
        2. The order of operations is very important. You need to understand that if you do not follow the rules of the order of operations, you will receive unexpected results.
    3. Quick Quiz:
      1. In the order of operation rules, Excel first calculates the value of any operation within parentheses, and then it applies _____.
        1. exponentiation
        2. addition
        3. multiplication and division
        4. subtraction
      2. A(n) _____ is a mathematical expression that calculates a value.
      3. True/False: A worksheet can contain the following type of data: text, numeric values, dates, and calculated values.
      4. If you forget to put an = sign at the beginning of a formula, what will appear in the cell?
      5. What is the result of the formula =40+10*4?
      6. What is the result of the formula =(40+10)*4
      7. What is the result of the formula =40/10-4
  2. Simplifying Formulas with Functions
    1. Open your book to page 36 and WATCH THIS VIDEO
    2. Read and do pages 36 to 39–SHOW ME
      1. A function is a predefined, or built-in, formula for a commonly used calculation. Each Excel function has a name and syntax. The syntax specifies the order in which you must enter the different parts of the function and the location in which you must insert commas, parentheses, and other punctuation.
      2. The AutoSum feature allows you to quickly enter a sum in a cell. The SUM function is the most widely used function and the AutoSum allows you to automate the process. When you choose the AutoSum feature, Excel will “guess” which cells should be included in the sum. Be sure to check the AutoSum range to make sure it is really what you want.
      3. You use the AutoSum button to insert any function into the active cell. To select a function, click the AutoSum button and then click More Functions and choose the function from the Insert Function dialog box. Excel will automatically insert the cell reference of the row or column into the function (if appropriate).
    3. Quick Quiz:
      1. Every function follows a set of rules, or _____.
        1. operations
        2. arguments
        3. reference
        4. syntax
      2. True/False: Functions are used to simplify formulas.
    4. EXTRA CREDIT: Use the help available in the dialog box to research a function. Learn what the function does, what data is needed, and provide an example of how to use the function. In addition, think of a situation in which you would use the function.
  3. Modifying a Worksheet
    1. Open your book to page 39 and WATCH THIS VIDEO
    2. Read and do pages 39 to 47–SHOW ME
    3. Worksheets in a workbook are much like sheets or pages within a book. Think of them as being stacked on top of one another and you just peruse through them like you flip the pages of a book. As with other features in Excel, there is more than one way to move, copy, and work with worksheets.
    4. Quick Quiz:
      1. The _____ function calculates how many unique items are include in a range?
        1. NUMBER
        2. SUM
        3. COUNT
        4. ITEMS
      2. True/False: Deleting a column or row is not the same as clearing a column or row.
      3. To insert a column or row in Excel, what are the steps to follow?
  4. Using Flash Fill
    1. Open your book to page 47–read about Flash Fill
    2. Read and do page 48–SHOW ME
    3. Quick Quiz:
      1. When does Flash Fill work best?
      2. True/False: Flash Fill enters formulas, not text.
  5. Formatting a Worksheet
    1. Open your book to page 48 and watch this video
    2. Read and do pages 49-50–SHOW ME
    3. Quick Quiz:
      1. _____ changes a workbook’s appearance so that the content of a worksheet is easier to read.
      2. True/False: The default font size for worksheets is 12 points.
      3. What is the purpose of adding borders around cells that contain content?
  6. Printing a Workbook
    1. Open your book to page 50 and watch this video
    2. Read and do pages 50 to 55–SHOW ME
      1. Remember that switching views does not change the information in the workbooks, just the way you view it on the screen.
      2. The Landscape orientation is often used when printing a worksheet because there are often many columns. Printing in landscape allows you to see more columns at once.
    3. Page 55 #6–PRINT
    4. Quick Quiz:
      1. What are the three ways to view a spreadsheet?
      2. _______ a printout reduces the width and the height of the printout to fit the number of pages you specify by shrinking the text size as needed.
      3. What is the difference between portrait orientation and landscape orientation?
  7. Viewing Worksheet Formulas
    1. Open your book to page 55 and watch this video
    2. Read and do pages 55 to 56–Show me
      1. Printing the formulas is usually done to check formulas. You will print your formulas along with any worksheets you turn in.
    3. Quick Quiz:
      1. To toggle in and out of formula view, press the ________ keys.
      2. Why would you want to display the formulas?
  8. Saving a Workbook with a New Filename
    1. Open your book to page 56 and watch this video
    2. Quick Quiz:
      1. To save a copy of a workbook with a new filename or to a different location, you need to use the ________ command.
      2. How does the Save As command differ from the Save command?
  9. End of Module Material
    1. Review AssignmentRead and do pages 58 to 59, #1-21
      1. #19 & 20–PRINT with your name in the header
    2. Case Problem 1: Read and do pages 59 to 60–PRINT as instructed with your name in the header
    3. Case Problem 2: Read and do pages 60 to 61–DO NOT PRINT–SHOW ME
    4. Case Problem 3 & 4: EXTRA CREDIT