Welcome to EXCEL
What is Excel all about?
 Data
 Summarized
 Charted
 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

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


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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.