Lesson Plan. Lesson Duration: 45 Minutes Lesson length is subjective and will vary from instructor to instructor.

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1 Course Title: Computer Applications Lesson Plan Session Title: Basic Spreadsheet Formulas Lesson Duration: 45 Minutes Lesson length is subjective and will vary from instructor to instructor. Performance Objective: Upon completion of this lesson, the student will be able to create a spreadsheet utilizing formulas for the following mathematical operators: addition, subtraction, division, and multiplication. Specific Objectives: 1. Define terms associated with the lesson. 2. Identify the need for spreadsheet formulas. 3. Determine a personal need for creating a spreadsheet with all of the identified formulas. 4. Build a personal spreadsheet with identified formulas. 5. Evaluate finished spreadsheet. TEKS Correlations: Preparation (c)(2)(A) Apply computer technology to individual or community problems; (c)(2)(D) Identify and describe the roles of computer technology; (c)(2)(E) Use computer technology to record, locate, analyze, present, and exchange information; (c)(4)(A) Report on emerging and innovative computer technologies; (c)(4)(B) Conduct research and experimentation in computer technology; (c)(6)(A) Describe the properties and characteristics of computer-related hardware and software; (c)(2)(C) Describe the processes used in computer technology; (c)(9)(A) Participate in the organization and operation of a real or simulated computer project; (c)(12)(A) Describe how changes in computer technology affect business and industry; UNT in partnership with TEA, Copyright All rights reserved. 1

2 123.47(c)(12)(B) Describe how the development and uses of computer technology are influenced by past events; (c)(12)(C) Describe change and the factors that affect the adoption or rejection of computer technology; (c)(12)(D) Describe the factors that encourage the evolution of technology; (c)(13)(D) Apply critical-thinking strategies to the analysis and evaluation of proposed technological solutions; and (c)(15)(D) Prepare technical reports and presentations. Interdisciplinary Correlations: Mathematics: 111.xx(1)(B) Foundations For Functions Gather and record data, and use data sets to determine functional relationships between quantities; 110.xx(6)(D) Foundations For Functions Represent relationships among quantities using concrete models, tables, graphs, diagrams, verbal descriptions, equations; English: 110.xx(6)(A) Vocabulary Development Expand vocabulary through listening and discussing and 110.xx(6)(B) Vocabulary Development Rely on context to determine meanings of words. Technology for All Americans Standard (ITEA & NSF) Standard 1. Students will develop an understanding of the characteristics and scope of technology. Standard 2. Students will develop an understanding of the core concepts of technology. Standard 3. Students will develop an understanding of the relationships among technologies and the connections between technology and other fields of study. Standard 17. Students will develop an understanding of, and be able to select and use, information and communication technologies. Instructor/Trainer References: 1. Curriculum-developer knowledge 2. Excel help UNT in partnership with TEA, Copyright All rights reserved. 2

3 Instructional Aids: 1. Spreadsheet Formulas Vocabulary PowerPoint (pdf) 2. Vocabulary Organizer (pdf) 3. Spreadsheet Formulas PowerPoint (pdf) 4. Spreadsheet Formulas Organizer (pdf) 5. My Stocks Investments Demonstration (Excel only) 6. Directions for Demonstration (pdf) 7. Spreadsheet Formulas Assignment (pdf) 8. Spreadsheet Formulas Assignment Rubric (pdf) Materials Needed: 1. Spreadsheet Software (preferably MS Excel 2007; however, any version of Excel will work). Equipment Needed: 1. Projector for PowerPoint 2. Computer Lab 3. Internet Access Learner Preparation A pre-requisite to this lesson is mastery of an Introduction to Spreadsheets lesson. Introduction (LSI Quadrant I): Lesson Plan ASK: Have you ever been sitting in class and wondered, When will I EVER use this in life??? SAY: What if I told you that, today, I would teach you something you re extremely likely to use in your future, and could even start using right now? SAY: Today we will discuss basic spreadsheet formulas using mathematical operators with which you re already familiar (such as addition, subtraction, division and multiplication). I will show you how you could use each formula to approach everyday common problems. Outline Outline (LSI Quadrant II): I. Spreadsheet Terms A. Excel Formulas Allow you to perform calculations on data entered into a spreadsheet. The advantage to using an Excel spreadsheet for your formulas rather than a calculator is that, if you change the data in the spreadsheet, Excel will automatically re-calculate the answer for you without you having to re-enter the formula. B. Data Information (values, or numbers; labels, or text; and date/time) that is stored in a spreadsheet program. C. Spreadsheet A table used to store various types of data. D. Cells The basic storage unit for data in a spreadsheet and the intersection point of a column and a row. In Instructor Notes: Use the Spreadsheet Formulas Vocabulary PowerPoint (pdf) presentation to show terms associated with the lesson. Students should complete the Vocabulary Organizer (pdf). Each slide will include a screenshot of Excel as an example of the UNT in partnership with TEA, Copyright All rights reserved. 3

4 II. Excel, each rectangular box is referred to as a cell. E. Rows Rows run horizontally in Excel and are identified by a number in the row header. F. Columns Columns run vertically in Excel and are identified by a letter in the column header. G. Cell Reference The cell reference identifies the location of a cell, and consists of the column letter and row number that intersect at the cell s location. H. Relative Cell Reference Default for all Excel cell references. It identifies the location of a cell, and changes when the formula is copied to other cells. In other words, it s relative to where it is in the spreadsheet. I. Absolute Cell Reference In contrast to relative cell references, an absolute cell reference does not change when it is copied and pasted to other cells. In other words, it will absolutely reference the same cell no matter where it is in the spreadsheet. Relevance of Spreadsheets to Everyday Life A. Purpose of a spreadsheet 1. Keep track of money 2. Keep up with statistics 3. Managing information 4. Analyzing information 5. Presenting information B. Before electronic spreadsheets 1. How do you think businesses kept up with finances, payroll, inventory, etc. before computers? 2. How do you think electronic spreadsheets have transformed businesses today? C. Some ways that spreadsheets can be used in everyday life: 1. Sports Stats (ex. batting average) 2. Grades 3. Budgets 4. Inventory 5. Buying a Car (comparison shopping) concept/term. Feel free to toggle back and forth between PowerPoint and MS Excel to further explain/demonstrate the concepts. Use this website to show your class some everyday uses for spreadsheets that are relevant and meaningful to them: blic/everyday_spreadshe ets. Use the Spreadsheet Formulas PowerPoint (pdf) to present the outline II.-V. Students should complete the Spreadsheet Formulas Organizer. Ask: How do you think businesses kept up with finances, payroll, inventory etc. before computers? How do you think electronic spreadsheets have transformed businesses today? Brainstorm ways that spreadsheets can be used in everyday life and relate them to the items in II. B III. Using Formulas in Excel A. Formulas 1. Addition 2. Subtraction SEE GUIDED PRACTICE: After presenting the slides in III. A.-B., use the My Stocks Investments UNT in partnership with TEA, Copyright All rights reserved. 4

5 3. Multiplication 4. Division B. Relative Vs. Absolute Demonstration Excel file to demonstrate the addition, subtraction, multiplication, and division formulas, as well as relative cell references when a formula is copied. Refer to: the Directions for Demonstration (pdf) document for the steps to demonstrate these formulas. Ask for one or two volunteers to redemonstrate in front of peers. Encourage students watching to peer coach and evaluate the student demonstrator. IV. Assignment: Create a spreadsheet with formulas A. Addition B. Subtraction C. Multiplication D. Division E. Relative Cell References V. Think of your own personal spreadsheet need and use the formulas from this lesson in the spreadsheet. Fill in your personal spreadsheet topic on your organizer. After outline I.-III. is finished, Explain the Spreadsheet Formulas Assignment (pdf). Students will think of their own personal spreadsheet need and use the formulas in the lesson in their spreadsheet ex. personal budget, grade computation, sports averages, calories for the day etc. Review the Spreadsheet Formulas Assignment Rubric (pdf) with the students. Copy and paste Multiple Intelligences Graphic in appropriate place in left column. UNT in partnership with TEA, Copyright All rights reserved. 5

6 Verbal Linguistic Logical Mathematical Visual Spatial Musical Rhythmic Bodily Kinesthetic Intropersonal Interpersonal Naturalist Existentialist Guided Practice (LSI Quadrant III): The teacher will use the My Stocks Investments Demonstration Excel file to demonstrate the addition, subtraction, multiplication, and division formulas, as well as relative cell references when a formula is copied. Volunteers will re-demonstrate in front of peers. Students watching will peer coach and evaluate the student demonstrator. Independent Practice (LSI Quadrant III): Students will complete the Spreadsheet Formulas Assignment (pdf) independently. Summary Review (LSI Quadrants I and IV): Q&A Session Q: For what reasons are spreadsheets used? A: Spreadsheets are an accurate and easy way to keep track of money, statistics, and information, analyze information, and present it in a way that makes sense to someone else. Q: What are some everyday uses for spreadsheets? A: Answers will vary, but should coincide with the Brainstorm from the lesson. Ex. Sports statistics, grades, budgets, inventory, buying a car etc. Q: What is an Excel formula? A: An excel formula allows you to perform calculations on data entered into a spreadsheet. Students might also answer using the actual formula (i.e. addition, subtraction, multiplication, division). If so, re-direct them to the real definition. Q: What s the difference between a row and a column? A: A row runs horizontally and is identified by a number, and a column runs vertically and is identified by a letter. Q: What does the intersection of a row and a column tell us? A: The location of a cell. Ex. Cell A1 is Column A, Row 1. This is called the cell reference. Q: What s the difference between a relative and an absolute cell reference? A: A relative cell reference identifies the location of a cell and changes when the formula is copied to other cells. In contrast, an absolute cell reference does not change when it is copied and pasted to other cells. Evaluation Informal Assessment (LSI Quadrant III): Teacher will observe student demonstrators and student observers during guided practice to assess student understanding of concepts and techniques. Revision/re-teach will occur as needed before moving to Independent Practice portion of the lesson. Teacher will circulate through the lab as students work independently to redirect/re-teach as UNT in partnership with TEA, Copyright All rights reserved. 6

7 necessary. Formal Assessment (LSI Quadrant III, IV): Teacher will use Spreadsheet Formulas Assignment Rubric (pdf) to grade the Spreadsheet Formulas Assignment (pdf). Extension Extension/Enrichment (LSI Quadrant IV): Students can use the skills and techniques for future excel and MS Office integration projects. UNT in partnership with TEA, Copyright All rights reserved. 7

8 Basic Spreadsheet Formulas Vocabulary Created by The University of North Texas in partnership with the Texas Education Agency

9 Excel Formulas Allow you to perform calculations on data entered into a spreadsheet. UNT in partnership with TEA, Copyright All rights reserved. 2

10 Data Information (values, or numbers; labels, or text; and date/time) that is stored in a spreadsheet program. UNT in partnership with TEA, Copyright All rights reserved. 3

11 Spreadsheet A table used to store various types of data. UNT in partnership with TEA, Copyright All rights reserved. 4

12 Cells The basic storage unit for data in a spreadsheet, and the intersection point of a column and a row. In Excel, each rectangular box is referred to as a cell. UNT in partnership with TEA, Copyright All rights reserved. 5

13 Rows Rows run horizontally in Excel and are identified by a number in the row header. UNT in partnership with TEA, Copyright All rights reserved. 6

14 Columns Columns run vertically in Excel and are identified by a letter in the column header. UNT in partnership with TEA, Copyright All rights reserved. 7

15 Cell Reference The cell reference identifies the location of a cell, and consists of the column letter and row number that intersect at the cell s location. UNT in partnership with TEA, Copyright All rights reserved. 8

16 Relative Cell Reference Identifies the location of a cell and changes when the formula is copied to other cells. UNT in partnership with TEA, Copyright All rights reserved. 9

17 Absolute Cell Reference An absolute cell reference does not change when it is copied and pasted to other cells. UNT in partnership with TEA, Copyright All rights reserved. 10

18 Lesson Outline Created by The University of North Texas in partnership with the Texas Education Agency

19 II. Relevance of Spreadsheets to Everyday Life A. Purpose of a spreadsheet 1. Keep track of money 2. Keep up with statistics 3. Managing information 4. Analyzing information 5. Presenting information UNT in partnership with TEA, Copyright All rights reserved. 2

20 II. Relevance of Spreadsheets to Everyday Life B. Before electronic spreadsheets 1. How do you think businesses kept up with finances, payroll, inventory, etc. before computers? 2. How do you think electronic spreadsheets have transformed businesses today? UNT in partnership with TEA, Copyright All rights reserved. 3

21 II. Relevance of Spreadsheets to Everyday Life C. Brainstorm some ways that spreadsheets can be used in everyday life: 1. Sports Stats (ex. Batting average) 2. Grades 3. Budgets 4. Inventory 5. Buying a car UNT in partnership with TEA, Copyright All rights reserved. 4

22 III. Basic Formulas in Excel A. Addition Formula is: =cell 1+cell2+cell3+cell4 (and so on) Example: =a1+a2+a3+a4 will add the values in cells a1, a2, a3 and a4 UNT in partnership with TEA, Copyright All rights reserved. 5

23 III. Basic Formulas in Excel B. Subtraction Formula is: =cell 1-cell4 Example: =a1-a4 will subtract the value in cell a4 from the value in a1 UNT in partnership with TEA, Copyright All rights reserved. 6

24 III. Basic Formulas in Excel C. Multiply Formula is: =cell 1*cell4 Example: =a1*a4 will multiply the value in cell a1 by the value in a4 UNT in partnership with TEA, Copyright All rights reserved. 7

25 III. Basic Formulas in Excel D. Divide Formula is: =cell 1/cell4 Example: =a1/a4 will divide the value in cell a1 by the value in a4 UNT in partnership with TEA, Copyright All rights reserved. 8

26 III. Basic Formulas in Excel E. Relative Vs. Absolute Cell References Relative cell reference identifies the location of a cell and changes when the formula is copied and pasted to other cells. An absolute cell reference does not change. UNT in partnership with TEA, Copyright All rights reserved. 9

27 IV. Assignment: Create a spreadsheet with formulas A. Addition B. Subtraction C. Multiplication D. Division E. Relative Cell Reference UNT in partnership with TEA, Copyright All rights reserved. 10

28 V. Assignment: Think of your own personal spreadsheet need and use the formulas in the lesson in the spreadsheet. Fill in your personal spreadsheet topic on your organizer. UNT in partnership with TEA, Copyright All rights reserved. 11

29 Basic Spreadsheet Formulas Demonstration/Guided Practice Notes for Instructor Using the My Stocks and Investments example, you will demonstrate manually typing in formulas and point-and-click formulas for the class. This might require some background on the nature of investing and computing gain/loss. Minimize the PowerPoint, and open the file. Using Cell F3, type in the formula =d3*e3. Show how excel returns the value within the cell and references cell d3 and e3. Delete the formula, and now do the same thing with Point and click. Type =, point to cell d3, click it type in the * symbol and click cell e3. Delete the formula again, and have a student demonstrate/replicate what you just did or if you re in a lab environment, have the class enter the data and enter the formulas with you. Now show how this relative formula morphs itself when copied down the column. Ex the formula becomes =d4*e4. Do the same thing for Current Value (formula will be =d3*g3), Gain/Loss (formula will be =h3-f3), and percent gain loss (formula will be =i3/f3). Again, demonstrate the relative nature of the formulas. Next, demonstrate the addition/sum formula in cell d7 by typing in =d3+d4+d5+d6 to get the total number of shares.

30 Vocabulary Organizer for Basic Spreadsheet Formulas Lesson Excel Formulas: Allow you to perform on entered into a spreadsheet. Data: (values, or numbers; labels, or text; and date/time) that is in a spreadsheet program. Spreadsheet: A used to store various types of data. Cells: The for data in a spreadsheet, and the point of a column and a row. In Excel, each is referred to as a cell. Rows: Rows run in Excel and are identified by a in the row header. Columns: Columns run in Excel and are identified by a in the column header. Cell Reference: The cell reference identifies the of a cell, and consists of the column and row that intersect at the cell s location. Relative Cell Reference: for all Excel cell references. It identifies the location of a cell and when the formula is copied to other cells. In other words, it s relative to where it is in the spreadsheet. Absolute Cell Reference: In contrast to relative cell references, an absolute cell reference change when it is copied and pasted to other cells. In other words, it will absolutely reference the same cell no matter where it is in the spreadsheet. UNT in partnership with TEA, Copyright All rights reserved.

31 Basic Spreadsheet Formulas Outline Organizer I. Terms/concepts associated with the lesson (use Vocabulary Organizer to complete definitions): A. Excel Formulas B. Data C. Spreadsheet D. Cells - E. Rows F. Columns G. Cell Reference H. Relative Cell Reference I. Absolute Cell Reference II. Relevance of Spreadsheets to Everyday Life A. Purpose of a spreadsheet: 1. Keep track of 2. Keep up with 3. information 4. information 5. information B. Before electronic spreadsheets 1. How do you think businesses kept up with finances, payroll, inventory etc. before computers? 2. How do you think electronic spreadsheets have transformed businesses today? C. Brainstorm some ways that spreadsheets can be used in everyday life. UNT in partnership with TEA, Copyright All rights reserved. 1

32 III. Basic Formulas in Excel A. Addition Formula is: B. Subtraction Formula is: C. Multiplication - Formula is: D. Division Formula is: E. Relative Vs. Absolute IV. Assignment: Create a spreadsheet with formulas (see Spreadsheet Assignment Sheet): A. Addition B. Subtraction C. Multiplication D. Division E. Relative Vs. Absolute Cell References V. Think of your own personal spreadsheet need and use the formulas from this lesson in the spreadsheet. Fill in your personal spreadsheet topic here:. UNT in partnership with TEA, Copyright All rights reserved. 2

33 Spreadsheet Formulas Assignment Now that you ve seen formulas work in Excel, you re going to create your own spreadsheet and apply the formulas we ve learned today. 1. You will need to first decide what topic you d like for your spreadsheet (remember our brainstorm?). 2. Next, enter some mock data into the spreadsheet. 3. Finally, apply the addition, subtraction, multiplication, and division formulas to your spreadsheet to interpret your data. UNT in partnership with TEA, Copyright All rights reserved.

34 Basic Spreadsheet Formulas Evaluation Rubric CRITERIA YES 20 Points NO 0 Points POINTS 1 Addition Formula 1 Subtraction Formula 1 Multiplication Formula 1 Division Formula Formulas copied to relative rows/columns Included at least one working addition formula Included at least one working subtraction formula Included at least one working multiplication formula Included at least one working division formula At least one formula was copied to relative rows/columns Did not include a working addition formula Did not include a working subtraction formula Did not include a working multiplication formula Did not include a working division formula No formula was copied to relative rows/columns Total Points: UNT in partnership with TEA, Copyright All rights reserved.