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Technology » Excel Beginning-Basics for Visual Representation & Data

Excel Beginning-Basics for Visual Representation & Data

Excel Beginning-Basics for Visual Representation & Data

Learn the basics of Microsoft Excel 2013/2016 by learning ways to increase productivity and maximize visual representation and data analysis in the classroom. This training is designed for learners who are new to Excel. Goals for this session are: learn basic terminology, data entry, data analysis, explanation of basic Excel tools, and basic formatting tasks. Participants of this session will be able to create a basic spreadsheet and format it using the basic tools of Excel.   

Bell Work 

  • After logging into computer, go to START> PROGRAMS and open Excel.  
    **NOTE: if you do not see an Excel 2016 icon in the list, look for Microsoft Office 2013 folder. 
  • Review the objectives and success criteria below.


  • Understand Excel as a data collecting, sorting, and analysis tool 
  • Open and manipulate data in a simple workbook 
  • Explore the formatting options within a sheet or workbook 
  • Create and explore formulas, sorting, and filtering 


Success Criteria

  • Participants can explain what a spreadsheet is used for. 
  • Participants can create and add data to a workbook. 
  • Participants can use basic text formatting (i.e. color, font type, size, bold, italicize, underline). 
  • Participants can use basic cell/row formatting (i.e. column/row widths and heights, merge, color) 
  • Participants can adjust margins and page orientation (I.e. to fit data in printable document). 
  • Participants can use the sorting and filtering functions 
  • Participants can use the AVERAGE formula to find the average of a column or row. 
Team Rubric:  
team rubric
PLC Guiding Questions:  
  • What is it we want our students to learn?
  • How will we know if each student has learned it?
  • How will we respond when some students do not learn it?
  • How can extend and enrich the learning for students who have demonstrated proficiency?

Excel Basics

  1. Compare and contrast the uses of Word, PowerPoint and Excel.  
  2. Excel is primarily used for analyzing and manipulating data.
  3. Terminology:
    = a row-and-column matrix sheet on which you work
    Spreadsheet = this type of computer application
    Workbook = the book of pages that is the standard Excel document.
    Cell = The workbook is made up of cells.  There is a cell at the intersection of each row
          and column. A cell can contain a value, a formula, or a text entry.

Task 1: Entering and Formatting Data

    a.  typing specific data in cells (data from Bell Work document)
    b.  changing cell size using the data that was just entered 
    c.  making text bold using the data that was just entered

Task 2: Using a Formula

    a.  "average" formula will be used with test scores-row 3
    b.  copy formula for remaining students

Task 3: Adding and Copying Pages

    a.  add a page to workbook
    b.  rename the page (sheet)
    c.  copy and paste data from bell work document into new page (sheet)


Task 4: Filtering and Sorting

    a.  sort A-Z
    b.  custom sort, add levels
    c.  filter data; sort by criterian


***Look at School Templates (optional)--In Excel, click 'New'. In the search line,
type in "School" to see the different templates available in Excel.

Closure:  Go to this Padlet and answer each of the questions at the top of the board.

PD Eval