Lesson Plan
Course Title: Principals of Technology
Session Title: Phones To Go: Advanced Spreadsheet Functions
Lesson Duration:
Lesson length is subjective and will vary from instructor to instructor.
Performance Objective:
Upon completion of this assignment, the student will be able to use advanced spreadsheet
features, formulate complex functions, and evaluate data.
Specific Objectives:
 Define terms/vocabulary associated with the lesson
 Chart data in different ways
 Demonstrate an understanding of the Lookup function
 Create complex Conditional Statements
 Demonstrate how to sort data in a spreadsheet
 Demonstrate how to filter data lists
Preparation
TEKS Correlations:
§130.272 Principles of Information Technology:
(8) The student applies spreadsheet technology. The student is expected to
(D) Create and analyze spreadsheets incorporating advanced features such as lookup
tables, nested Conditional (IF) statements, subtotals, cell protection conditional
formatting, charts, and graphs;
(E) Edit a variety of spreadsheets by performing data management procedures using
simple and multiple search parameters to locate, sort, search, and filter data.
Interdisciplinary Correlations:
English and Math disciplines
Instructor/Trainer
References:
For additional help, use your favorite web browser to search for spreadsheet
guides.
Instructional Aids:
 HANDOUT: Advanced Spreadsheet Warm-Up
 Advanced Spreadsheet Functions Presentation
IT: [Principals of Information Technology]: [Phones To Go Lesson] Plan
Copyright © Texas Education Agency, 2013. All rights reserved.
1
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HANDOUT: Advanced Spreadsheet Lesson Notes for the Presentation
HANDOUT: Advanced Spreadsheet Lesson Notes (Key) for the Presentation
HANDOUT: Conditional Statement Quiz
HANDOUT: Phones To Go Case Study
Phones To Go Case Study (Key)
File: Advanced Spreadsheet Student Document
File: Advanced Spreadsheet Teacher Document
Grading Rubric
Materials Needed:
 Spreadsheet software
 Instructional aids
Equipment Needed:
 Projector for teacher computer
 Computer lab
Learner
 Students should have already done some work in a spreadsheet software package and
know the basics such as terminology, data entry, and formatting cells.
Introduction
MI
Introduction (LSI Quadrant I):
SAY, “Now that we know the basics about spreadsheets, we need to harness some
of the more powerful features. Did you know that you can use spreadsheet software
to make decisions? Did you know that you do not have to enter in data that changes
over and over and over?”
ASK, “Can you think of an example of a real world problem where things change
depending on different things?”
If students are having a hard time SAY, “An example might be this: for a
different grade you make on your report card, your parents would give you a
different reward. A’s would get $10.00, B’s would get $5.00, D’s would get
you grounded.”
Outline
MI
Outline (LSI Quadrant II): Teachers can use the
Advanced Spreadsheet Warm-Up word search,
Advanced Spreadsheet Presentation and Handout,
Phones To Go Case Study, On Your Own Portion.
I.
Hand out the Advanced Spreadsheet WarmUp word search to the students.
II.
Hand out the Advanced Spreadsheet Lesson
Notes handout, or advise students to take
notes during the presentation.
Instructor Notes:
 You can have the word
search as homework the
day before, or it can be
used as a warm-up that
class period.
 Students should either
take notes or complete
IT: [Principals of Information Technology]: [Phones To Go Lesson] Plan
Copyright © Texas Education Agency, 2013. All rights reserved.
2
the handout during the
presentation.

IV.
Show the presentation on the Advanced
Spreadsheet Functions:
a. Lookup tables
b. Conditional statement functions
c. Nested formulas
d. Create different types of charts
e. Sort data
f. Filter data
III. After the presentation,
most students need help
grasping the concept of
conditional statements.
Hand out and go over
the Advanced
Spreadsheet Lesson
Notes handout. Students
should try to complete
the conditional
statements for practice.
Ask students to go up
with their own
conditional statement
examples.
Hand out the Phones To Go Case Study
Lesson
IV. For students who are
SPED, or very slow
typists, there is a
preformatted file you can
give them called
Advanced
Spreadsheet_Student
Document.
Walk students through
pages 1-4.
V.
Students complete the Own Your Own
portion
V. Students will continue
with the same
employees from the
case study to come up
with
 The 2nd – 4th quarter
sales
 Total employee sales
 Total store sales
 Bonus goals (Vertical
Lookup table)
 Trainings (conditional
statement)
 Sorting of data
 Filtering data
Teacher file is included
and called Advanced
IT: [Principals of Information Technology]: (Advanced Spreadsheets)
Copyright © Texas Education Agency, 2013. All rights reserved.
Spreadsheet Teacher
Document.
Application
MI
Guided Practice (LSI Quadrant III):
Advanced Spreadsheet Case Study: Phones To Go
MI
Independent Practice (LSI Quadrant III):
The Own Your Own portion of the Phones To Go Case Study
Rubric in students’ handout
SAY, “Students, now you need to apply all that we have learned. It is time for
you to use these same employee names, but now you get to be the boss.
You come up with the sales for all the employees for the rest of the year. You
get to decide what the bonuses are and what trainings those people will need
to go to, and filter the data to see whatever employees you think the head
office would like to see.”
Summary
MI
Review (LSI Quadrants I and IV):
Conduct a brief Q & A to review concepts and then ask if students have any further
questions.
Evaluation
MI
Informal Assessment (LSI Quadrant III):
The teacher will monitor student progress during independent practice/application
and provide independent reteach/redirection as needed.
Conditional Statement Quiz
MI
Formal Assessment (LSI Quadrant III, IV):
Phones To Go Case Study: On Your Own Portion. Rubric is included in the handouts
for the students.
Extension
MI
Extension/Enrichment (LSI Quadrant IV):
Upon completion of the Phones To Go Case Study, students may create their own
case study problem. Students may exchange case studies with their classmates.
IT: [Principals of Information Technology]: (Advanced Spreadsheets)
Copyright © Texas Education Agency, 2013. All rights reserved.
Icon
MI
Verbal/
Linguistic
Logical/
Mathematical
Visual/Spatial
Musical/
Rhythmic
Bodily/
Kinesthetic
Intrapersonal
Interpersonal
Naturalist
Existentialist
Teaching Strategies
Personal Development
Strategies
Lecture, discussion, journal
writing, cooperative learning,
word origins
Reading, highlighting, outlining,
teaching others, reciting information
Problem solving, number
games, critical thinking,
classifying and organizing,
Socratic questioning
Mind-mapping, reflective
time, graphic organizers,
color-coding systems,
drawings, designs, video,
DVD, charts, maps
Use music, compose songs
or raps, use musical
language or metaphors
Organizing material logically, explaining
things sequentially, finding patterns,
developing systems, outlining, charting,
graphing, analyzing information
Developing graphic organizers, mindmapping, charting, graphing, organizing
with color, mental imagery (drawing in
the mind’s eye)
Use manipulatives, hand
signals, pantomime, real life
situations, puzzles and board
games, activities, roleplaying, action problems
Reflective teaching,
interviews, reflective listening,
KWL charts
Cooperative learning, roleplaying, group brainstorming,
cross-cultural interactions
Natural objects as
manipulatives and as
background for learning
Socratic questions, real life
situations, global
problems/questions
Creating rhythms out of words, creating
rhythms with instruments, playing an
instrument, putting words to existing
songs
Moving while learning, pacing while
reciting, acting out scripts of material,
designing games, moving fingers under
words while reading
Reflecting on personal meaning of
information, studying in quiet settings,
imagining experiments, visualizing
information, journaling
Studying in a group, discussing
information, using flash cards with
other, teaching others
Connecting with nature, forming study
groups with like-minded people
Considering personal relationship to
larger context
IT: [Principals of Information Technology]: (Advanced Spreadsheets)
Copyright © Texas Education Agency, 2013. All rights reserved.
Advanced Spreadsheet Lesson Notes:
Conditional Statement Functions:


If you ever need a spreadsheet to make a __________________________, the
Conditional Statement function can do that for you. This function can be broken
down into parts and combined with other formulas.
The parts of a Conditional Statement function are
=IF(_______________________, what to do if _______________________, what
to do if_________________________________)
Conditional Statement Function Practice:


If your family will throw a party for every class that you have higher than a 90 in,
what would that conditional statement look like? Use the information in the picture
to see if you can create your statement.
=IF(________________________________,
______________________________, _________________________________)
Conditional Count Function:


The Conditional Count function will ______________________________ the
number of cells in a range that meet certain criteria.
For example, you may want to ________________________________ the
number of people attending a birthday party so you will know how many party
favors to get.
Lookup Tables:



Lookup Tables can look up _______________________________ in a table for
you. This saves you from having to enter the same values repeatedly.
For example, if your parents were to reward you for good grades in all your
classes, you can have the spreadsheet software calculate what your reward would
be by creating a single formula.
Now you don’t have to enter in the reward amount for every grade. It can be done
automatically for you.
Lookup Functions:

Both the ______________________ and ________________________ work the
same way.
IT: [Principals of Information Technology]: (Advanced Spreadsheets)
Copyright © Texas Education Agency, 2013. All rights reserved.



Vertical LOOKUP looks up the ___________________________ lines in a table
(like the one you just saw.)
Horizontal LOOKUP looks up the _______________________ lines in a table.
The function is broken down into parts:
o _________________________________: What are you looking up?
o _________________________________: Where is this lookup table
located?
o _________________________________: Which column has the
answer?


=_______________________________(Lookup Value, Table_Array,
Col_Index_Number)
=_______________________________________(Lookup Value, Table_Array,
Col_Index_Number)
Pie Charts:

These show each slice as a part of the whole. A good use of a pie chart is to show
the __________________________________of grades a teacher may give out.
Line Charts:

These charts are a great way to chart out data over ________________________.
A good example would be charting stock prices over a period of time.
Filter:

Sometimes, when you have a huge amount of data, sorting is just not enough.
Your spreadsheet software can _______________________________ and
__________________________ data that you do not want to see.

For example, if you have 10,000 names in a spreadsheet and you only want to see
the people with the last name of Smith, you can _______________________ all
the people who do not have the last name Smith.

Continuing with the Smith example, if you were to see all the people with that last
name in the state of Texas, the list would still be extremely long and more than you
could manage.
IT: [Principals of Information Technology]: (Advanced Spreadsheets)
Copyright © Texas Education Agency, 2013. All rights reserved.

Fortunately, with spreadsheet software you can _________________________
filters so that you would only see the people with the last name Smith who live in
the Austin area. Now, we have a much more _______________________ list of
information.
IT: [Principals of Information Technology]: (Advanced Spreadsheets)
Copyright © Texas Education Agency, 2013. All rights reserved.
Advanced Spreadsheet Lesson Notes: KEY
Conditional Statement Functions:


If you ever need spreadsheet to make a _CHOICE_, the Conditional Statement
function can do that for you. This function can be broken down into parts and
combined with other formulas.
The part of a conditional statement function are
=IF(__LOGIC TEST_, what to do if __TRUE__, what to do if__FALSE__)
Conditional Statement Function Practice:


If your family will throw a party for every class that you have higher than a 90 in,
what would that conditional statement look like? Use the information in the picture
to see if you can create your statement.
=IF(_2B>90__, __” PARTY”_, ___”NO PARTY”__)
Conditional Count Function:


The Conditional Count function will ___COUNT___ the number of cells in a range
that meet certain criteria.
For example, you may want to _COUNT__ the number of people attending a
birthday party so you will know how many party favors to get.
Lookup Tables:



Lookup Tables can look up __VALUES____ in a table for you. This saves time
from having to enter the same values repeatedly.
For example, if your parents were to reward you for good grades in all your
classes, you can have the spreadsheet software calculate what your reward would
be by creating a single formula.
Now you don’t have to enter in the reward amount for every grade. It can be done
automatically for you.
Lookup Functions:




Both the __Vertical Lookup___ and ____Horizontal Lookup____ work the
same way.
Vertical LOOKUP looks up the ___VERTICAL___ lines in a table (like the one you
just saw.)
Horizontal LOOKUP looks up the_HORIZONTAL_lines in a table.
The function is broken down into parts:
o __LOOKUP VALUE___: What are you looking up?
IT: [Principals of Information Technology]: (Advanced Spreadsheets)
Copyright © Texas Education Agency, 2013. All rights reserved.
o __TABLE ARRAY___: Where is this lookup table located?
o __COLUMN INDEX NUMBER__: Which column has the answer?


=_VLOOKUP___(Lookup Value, Table_Array, Col_Index_Number)
=_HLOOKUP____(Lookup Value, Table_Array, Col_Index_Number)
Pie Charts:

These show each slice as a part of the whole. A good use of a pie chart is to show
the __PERCENTAGE__ of grades a teacher may give out.
Line Charts:

These charts are a great way to chart out data over __TIME___. A good example
would be charting stock prices over a period of time.
Filter:

Sometimes, when you have a huge amount of data, sorting is just not enough.
Your spreadsheet software can __FILTER__ and ___HIDE__ data that you do not
want to see.

For example, if you have 10,000 names in a spreadsheet and you only want to see
the people with the last name of Smith, you can _HIDE__ all the people who do not
have the last name Smith.

Continuing with the Smith example, if you were to see all the people with that last
name in the state of Texas, the list would be extremely long and more than you
could manage.

Fortunately, with spreadsheet software, you can _ADD__ filters so that you would
only see the people with the last name Smith who live in the Austin area. Now, we
have a much more ___MANAGEABLE___ list of information.
IT: [Principals of Information Technology]: (Advanced Spreadsheets)
Copyright © Texas Education Agency, 2013. All rights reserved.
PHONES TO GO CASE STUDY:
STUDENT INSTRUCTIONS
Upon completion of this project, you should be able to
 Format spreadsheets
 Use lookup tables
 Use and construct conditional statement functions, nested formulas, and subtotals
 Create and modify charts
 Sort and filter data
SETTING UP YOUR SPREADSHEET
1. Create a new spreadsheet workbook with the name LastName_PhonesToGo.
2. In your new spreadsheet file, enter in the following information:
3. We are going to use this information to explore some new formulas that we have just
learned.
SUM FORMULA
4. In cell 7E, we need to sum up all the sales from Larry Gutierrez for the first quarter. Use
the sum function to do this. If you need help, enter =SUM(4E:6E) into cell 7E.
5. After you have entered this to get Larry’s total sales for the quarter, we need to copy
this down to all the Phones To Go employees.
IT: [Principals of Information Technology]: (Advanced Spreadsheets)
Copyright © Texas Education Agency, 2013. All rights reserved.
6. To copy the formula down to all the store’s employees, point to the fill handle at the
bottom-right of cell 7E, and drag that formula down so that it is in cells 7E through 7M.
7. Now create a sum formula so that we can total up the Total Store Sales for the first
quarter.
a. __________________________
Vertical LOOKUP TABLE
8. Now that we have our total sales for the employees, we need to
determine if they can have a bonus. But we want to give out different
bonuses for different sales goals.
9. In cells 12E: 13N, please enter the information shown to the right:
10. Since our table is laid out vertically, we are going to use the Vertical
LOOKUP function to figure out who gets what bonus, but we need to
enter it a certain way so that when we copy this formula, it does not
move the location of our table. To do that, we need to list the “$”
symbol in our formula so that it becomes an absolute cell reference.
11. In cell 8E, enter the following formula: =VLOOKUP(7E,$12$G:$13$N,2)
COMPLEX CONDITIONAL STATEMENTS
12. Now that we have given our employees a bonus, we need them to attend training.
However, we do not want every employee to attend the same one. Employees that did
not make the $100 bonus need to attend a training called “Sales 101”, and employees
that received a bonus of $180 or more need to attend the “How to be a Team Player”
training. All other employees need to attend the training called “The Future Phones of
Tomorrow”.
13. In order to make this kind of decision, we will have to use the conditional statement
inside of another conditional statement. Let’s break this into parts:
a. Sales 101 is a bonus of _____________________________ ?
b. The Future Phones of Tomorrow is a bonus of _______________________?
c. How to be a Team Player is a bonus of ______________________________?
14. Let’s try to merge a couple of these parts:
a. IF(8E = 0, “_______________________________” (What training do we want
them to go to?)
b. IF(8E < 180, “____________________________” (What training do we want
them to go to?)
c. So the only training left is “__________________________________”
15. Let’s put it all together….
a. In cell 9O enter in =IF(8E<=0, "Sales 101", IF(8E<180, "The Future Phones of
Tomorrow", "How to be a Team Player"))
IT: [Principals of Information Technology]: (Advanced Spreadsheets)
Copyright © Texas Education Agency, 2013. All rights reserved.
CHART OUR FINDINGS
16. Phones To Go would like a chart of all the
employees’ total sales and a chart of the
number of staff members that need to attend
each training.
17. Pie Chart
a. In cells 10P through 13S, please enter the data as shown above.
b. In cell 13Q, we will utilize the COUNTIF function. This function will count the
number of cells in a range having certain criteria—or in this case, recommended
training.
c. In cell 13Q, enter the following formula: =COUNTIF($9$E:$9$M, "Sales 101")
i. What do you think the formula should be for cells 13R and 13S?
1. 13R __________________________________________
2. 13S __________________________________________
d. Enter in the formulas for 13R and 13S into your spreadsheet workbook.
e. Let’s chart our results. Select cells 12Q to 13S. Look at the insert features
available in your software and choose to insert a pie chart.
18. Line Chart
a. Select cells 1E to 2M; while holding down the control key on your keyboard, also
select cells 7D to 7M.
b. Choose the type of line chart that you like. There will options available in your
spreadsheet software.
c. Resize the chart so that all the information is present and nothing is unreadable.
SORTING DATA
19. We need to sort the list of employees so that we can see them from the least amount of
sales experience to the highest amount of sales experience.
a. Select cells 1D to 9M. On the menu bar, choose the Data option, and then
choose to sort the data.
b. A dialog box may pop up depending on your software. Choose how to sort our
data. Here, we will sort from smallest to largest.
FILTER DATA
20. The Phones To Go manager would like to see a list of employees that have been at
Phones To Go longer than 5 years and whose total first quarter’s sales are over $20,000.
IT: [Principals of Information Technology]: (Advanced Spreadsheets)
Copyright © Texas Education Agency, 2013. All rights reserved.
a. Select cells 1D to 9M if they are not already selected from the previous step.
Choose the Data option if available, and then click on the filter button.
b. Row D should now have arrows next to every name in each cell. This is what we
are going to use to help “filter” out the unwanted information.
c. Click the arrow next to the Sales Age name in cell 3D. Since we only want to see
the employees who have worked more than 5 years, we are going to choose the
option Filter Numbers, and then choose the option of Greater Than.
d. This will open a new dialog box.
e. You will be able to enter the criteria for your search. Enter the number 5 to see
the employees that have been with Phones To Go for more than 5 years.
f. Now with the employees that we see, we need to do these steps again to see
who has sold over $20,000.
g. Click the arrow next to the Total Sales name in cell G4. We need to choose the
option Filter Numbers again, and choose the option Greater Than again.
h. This time, we need to enter 20000. You should see only 2 names that meet these
criteria.
i. List the 2 names that you see with the result of these filters:
_____________________________________________________
_____________________________________________________
21. Now that we have filtered the data, we need to take off the filter to see our original
information. (One of the great features about the filter option in spreadsheet software
is that your information is still there and untouched. You just do not see it!)
a. Most spreadsheet software allows you to clear your filters when you are
finished, by selecting that option from a toolbar. Once you have cleared your
filters, you will see your original data.
ON YOUR OWN
Now that you have the first quarter done, use separate sheets in your spreadsheet
workbook to create information for the 2nd, 3rd, and 4th Sales Quarters. Use the same
employee names, but make up your own data and bonus rates. Chart the same information
for each page of the worksheet. Sort and filter the sales employees in several different
ways.
IT: [Principals of Information Technology]: (Advanced Spreadsheets)
Copyright © Texas Education Agency, 2013. All rights reserved.
PHONES TO GO CASE STUDY (Key)
Upon completion of this project, you should be able to
 Format spreadsheets
 Use lookup tables
 Use and construct conditional statement functions, nested formulas, subtotals,
 Create and modify charts
 Sort and filter data
SETTING UP YOUR SPREADSHEET
1. Create a new spreadsheet workbook with the name LastName_PhonesToGo.
2. In your new spreadsheet File, enter in the following information:
3. We are going to use this information to explore some new formulas that we have just
learned.
SUM FORMULA
4. In cell 7E, we need to sum up all the sales from Larry Gutierrez for the first quarter. Use
the sum function to do this. If you need help, enter =SUM(4E:6E) into cell 7E.
5. After you have entered this to get Larry’s total sales for the quarter, we need to copy
this down to all the Phones To Go employees.
6. To copy the formula down to all the store’s employees, point to the fill handle at the
bottom-right of cell 7E, and drag that formula down so that it is in cells 7E through 7M.
IT: [Principals of Information Technology]: (Advanced Spreadsheets)
Copyright © Texas Education Agency, 2013. All rights reserved.
7. Now create a sum formula so that we can total up the Total Store Sales for the first
quarter.
a. =SUM(7E:7M)
Vertical LOOKUP TABLE
8. Now that we have our total sales for the employees, we need to
determine if they can have a bonus. But we want to give out different
bonuses for different sales goals.
9. In cells 12E: 13N, please enter the information shown to the right:
10. Since our table is laid out vertically, we are going to use the Vertical
LOOKUP function to figure out who gets what bonus, but we need to
enter it a certain way so that when we copy this formula, it does not
move the location of our table. To do that, we need to list the “$”
symbol in our formula so that it becomes an absolute cell reference.
11. In cell 8E, enter the following formula: =VLOOKUP(7E,$12$G:$13$N,2)
COMPLEX CONDITIONAL STATEMENTS
12. Now that we have given our employees a bonus, we need them to attend training.
However, we do not want every employee to attend the same one. Employees that did
not make the $100 bonus need to attend a training called “Sales 101”, and employees
that received a bonus of $180 or more need to attend the “How to be a Team Player”
training. All other employees need to attend the training called “The Future Phones of
Tomorrow”.
13. In order to make this kind of decision, we will have to use the conditional statement
inside of another conditional statement. Let’s Break this into parts:
a. Sales 101 is a bonus of __________-0-___________________ ?
b. The Future Phones of Tomorrow is a bonus of _________$100___________?
c. How to be a Team Player is a bonus of ________$180_________________?
14. Let’s try to merge a couple of these parts:
a. IF(8E = 0, “_____Sales 101______________” (What training do we want them to
go to?)
b. IF(8E < 180, “_Future Phones of Tomorrow__” (What training do we want them
to go to?)
c. So the only training left is “__How To Be A Team Player____”
15. Let’s put it all together….
a. In cell 9E, enter in =IF(8E=0, "Sales 101", IF(8E<180, "The Future Phones of
Tomorrow", "How to be a Team Player"))
IT: [Principals of Information Technology]: (Advanced Spreadsheets)
Copyright © Texas Education Agency, 2013. All rights reserved.
CHART OUR FINDINGS
16. Phones To Go would like a chart of all the
employee’s total sales and a chart of the
number of staff members that need to attend
each training.
17. Pie Chart
a. In cells 10P through 13S, please enter the following data as shown above.
b. In cell 13Q, we will utilize the COUNTIF function. This function will count the
number of cells in a range having certain criteria—or in this case, recommended
training.
c. In cell 13Q, enter the following formula: =COUNTIF($9$E:$9$M, "Sales 101")
i. What do you think the formula should be for cells 13R and 13S?
1. 13R __=COUNTIF($9$E:$9$M, "The Future Of Phones Tomorrow")
2. 13S __=COUNTIF($9$E:$9$M, "How To Be A Team Player")
d. Enter in the formulas for 13R and 13S into your spreadsheet workbook.
e. Let’s chart our results. Select cells 12Q to 13S. Look at the insert features
available in your software and choose to insert a pie chart.
18. Line Chart
a. Select cells 1E to 2M; while holding down the control key on your keyboard, also
select cells 7D to 7M.
b. Choose the type of line chart that you like. There will options available in your
spreadsheet software.
c. Resize the chart so that all the information is present and nothing is unreadable.
SORTING DATA
19. We need to sort the list of employees so that we can see them from the least amount of
sales experience to the highest amount of sales experience.
a. Select cells 1D to 9M. On the menu bar, choose the Data option, and then
choose to sort the data.
b. A dialog box may pop up depending on your software. Choose how to sort our
data. Here, we will sort from smallest to largest.
FILTER DATA
20. The Phones To Go manager would like to see a list of employees that have been at
Phones To Go longer than 5 years and whose total first quarter’s sales are over $20,000.
IT: [Principals of Information Technology]: (Advanced Spreadsheets)
Copyright © Texas Education Agency, 2013. All rights reserved.
a. Select cells 1D to 9M if they are not already selected from the previous step.
Choose the Data option if available and then click on the filter button.
b. Row D should now have arrows next to every name in each cell. This is what we
are going to use to help “filter” out the unwanted information.
c. Click the arrow next to the Sales Age name in Cell 3D. Since we only want to see
the employees who have worked more than 5 years, we are going to choose the
option Filter Numbers, and then choose the option of Greater Than.
d. This will open a new dialog box.
e. You will be able to enter the criteria for your search. Enter the number 5 to see
the employees that have been with Phones To Go for more than 5 years.
f. Now with the employees that we see, we need to do these steps again to see
who has sold over $20,000.
g. Click the arrow next to the Total Sales name in cell G4. We need to choose the
option Filter Numbers again and choose the option Greater Than again.
h. This time, we need to enter 20000. You should see only 2 names that meet these
criteria.
i. List the 2 names that you see with the result of these filters :
__Juan Lopez___
__Jerry Shepard_
21. Now that we have filtered the data, we need to take off the filter to see our original
information. (One of the great features about the filter option in spreadsheet software
is that your information is still there and untouched. You just do not see it!)
a. Most spreadsheet software allows you to clear your filters when you are finished
by selecting that option from a toolbar. Once you have cleared your filters, you
will see your original data.
ON YOUR OWN
Now that you have the first quarter done, use separate sheets in your spreadsheet
workbook to create information for the 2nd, 3rd, and 4th Sales Quarters. Use the same
employee names, but make up your own data and bonus rates. Chart the same information
for each page of the worksheet. Sort and Filter the sales employees in several different
ways.
IT: [Principals of Information Technology]: (Advanced Spreadsheets)
Copyright © Texas Education Agency, 2013. All rights reserved.
Graded Elements for On Your Own Portion of Phones To Go Case Study
Total Points
Sales employees listed with data
Bonus table listed and used with Vertical LOOKUP function to determine sales employees’
bonuses
Data sorted in some way, either by Sales Age, Last Name, or Total Sales
Filter done to hide some sales employees
Formulas used correctly
Class time used wisely
Total
15
25
15
15
20
10
100
IT: [Principals of Information Technology]: (Advanced Spreadsheets)
Copyright © Texas Education Agency, 2013. All rights reserved.
Advanced Spreadsheets Warm-Up
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WORKSHEET
IT: [Principals of Information Technology]: (Advanced Spreadsheets)
Copyright © Texas Education Agency, 2013. All rights reserved.
Conditional Statement Quiz
Directions: Read each statement below and write out the appropriate
conditional “IF” statement that will answer the scenario.
1. If cell 1A is greater than the value in cell 2A, then display “Winner” -- otherwise
display “Try Again.”
2. If a book’s ID number (cell 13H) is over 20,000, display “Fiction” -- otherwise
display “Non-Fiction.”
3. If an employee’s total sales (cell 25H) are over $5,000, his/her bonus is 10% of
his/her sales. Otherwise display “No Bonus.”
4. If the average class grade (cells 4G to 34G) is greater than 70, display “Pizza
Party” -- otherwise display “Try Again.”
5. Your Business Professionals of America advisor is trying to determine if you are
eligible or not. If your grade (cell 5A) is greater than or equal to 70, display “Goes
to Compete” -- otherwise, display “Ineligible.”
IT: [Principals of Information Technology]: (Advanced Spreadsheets)
Copyright © Texas Education Agency, 2013. All rights reserved.
Conditional Statement Quiz: KEY
Directions: Read each statement below and write out the appropriate “IF”
statement that will answer the scenario.
1. If cell 1A is greater than the value in cell 2A, then display “Winner” -- otherwise
display “Try Again.”
=IF(1A>2A), “Winner”, “Try Again”)
2. If a book’s ID number (cell 13H) is over 20,000, display “Fiction” -- otherwise
display “Non-Fiction.”
=IF(13H>20000), “Fiction”, “Non-Fiction”)
3. If an employee’s total sales (cell 25H) are over $5,000, his/her bonus is 10% of
his/her total sales. Otherwise display “No Bonus.”
=IF(25H>5000, 25H*.10, “No Bonus”)
4. If the average class grade (cells 4G to 34G) is greater than 70, display “Pizza
Party” -- otherwise display “Try Again.”
=IF(AVERAGE(4G:34G) > 70, “Pizza Party”, “Try Again”)
5. Your Business Professionals of America advisor is trying to determine if you are
eligible or not. If your grade (cell 5A) is greater than or equal to 70, display “Goes
to Compete” -- otherwise, display “Ineligible.”
=IF(5A > 70, “Goes to Compete”, “Ineligible”)
IT: [Principals of Information Technology]: (Advanced Spreadsheets)
Copyright © Texas Education Agency, 2013. All rights reserved.