Microsoft Excel (Master) Content Skills Learning Targets Assessment Resources & Technology CEQ. How can you use Excel to make bsiness decisions?
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1 St. Michael-Albertville High School Teacher: Jeanne Fisher Microsoft Excel (Master) September 2014 CEQ. How can you use Excel to make bsiness decisions? How do you get started using Excel spreadsheets? How can you manage working with a Excel spreadsheet? What formulas and functions are available with Excel? Understand Spreadsheet Software 1. Worksheet navigation 2. Data entry 3. Columns and rows 4. Simple Formulas Understand Spreadsheet Software 1. Describe the uses of Excel 2. Defines key spreadsheet terms 3. Open and save an Excel file 4. Identify Excel window elements 5. Explain how a formula works 6. Identify Excel arithmetic operators 7. Build formulas with the AutoSum button 8. Copy formulas with the fill handle 9. Edit cell entries with the formula bar 10. Edit cell entries in the Understand Spreadsheet Software LT1. I can describe the uses of Excel LT2. I can define key spreadsheet terms LT3. I can open and save an Excel file LT4. I can identify Excel window elements LT5. I can explain how a formula works LT6. I can identify Excel arithmetic operators LT7. I can build formulas with the utosum button LT8. I can copy formulas Understand Spreadsheet Software CFA= Unit A Project Microsoft Office Excel 2013: Illustrated Complete, 1st Edition, Elizabeth Reding, Lynn Wermers Understand Spreadsheet Software Unit A 1 of 12
2 cell 11. Enter a formula 12. Use cell references to create a formula 13. Change worksheet view 14. Create a header/footer 15. Select a range 16. Change the page orientation 17. Hide/view gridlines when printing How do you formulas in Excel? How do you use functions in Excel? Formulas and Functions 1. Complex Formulas 2. Functions 3. Relative and absolute cell references How do you format worksheets? Formulas and Functions 1. Create a complex formula by pointing 2. Use the fill handle and Auto Fill 3. Use the Insert function button 4. Select a range for use in a function 5. Select a function from the AutoSum list arrow with the fill handle LT9. I can edit cell entries with the formula bar LT10. I can edit cell entries in the cell LT11. I can enter a formula LT12. I can use cell references to create a formula LT13. I can change worksheet view LT14. I can create a header/footer LT15. I can select a range LT16. I can change the page orientation LT17. I can hide/view gridlines when printing Formulas and Functions LT1. I can create a complex formula by pointing LT2. I can use the fill handle and Auto Fill LT3. I can use the Insert function button Formulas and Functions CFA= Unit B Project Formatting Worksheet Formulas and Functions Unit B 2 of 12
3 6. Use Auto Complete to CFA= Unit C Project copy formulas 7. Copy and move cell Formatting Worksheet entries Unit C 8. Identitfy absolute and relative cell references 9. Copy formulas Formatting Worksheet 1. Formatting 2. Styles 3. Themes 4. Conditional formatting LT4. I can select a range for use in a function LT5. I can select a function from the AutoSum list arrow LT6. I can use Auto Complete to copy formulas LT7. I can copy and move cell entries LT8. I can identitfy absolute and relative cell references LT9. I can copy formulas How do you create a chart? How do you format a chart? Working with Charts 1. Plan and create charts 2. Format charts Formatting Worksheet 1. Format text, numbers and dates 2. Change font colors and fill colors 3. Resize, insert and delete columns and rows 4. Apply colors, patterns and borders 5. Apply conditional formatting Formatting Worksheet LT1. I can format text, numbers and dates LT2. I can change font colors and fill colors LT3. I can resize, insert and delete columns and rows LT4. I can apply colors, patterns and borders LT5. I can Apply conditional formatting Working with Charts CFA= Unit D Project Working with Charts Unit D 3 of 12
4 How do you use formulas for data analysis? Analyzing Data Using Formulas 1. IF function 2. AND function Working with Charts 1. Create a chart 2. Move and resize a chart 3. Format a chart. 4. Create a pie chart Working with Charts LT1. I can create chart LT2. I can move and resize a chart LT3. I can format a chart LT4. I can create a pie chart Analyzing Data Using Formulas CFA= Unit E Project Analyzing Data Using Formulas Unit E 3. PMT function How do you manage data using formulas? Managing Workbook Data Analyzing Data Using Formulas Analyzing Data Using Formulas LT1. I can formate using Managing Workbook Data CFA= Unit F Project Managing Workbook Data Unit F 4 of 12
5 1. Protect worksheets 2. Insert hyperlinks How do you use tables in Excel? Using Tables 1. Planning a table. 2. Formatting a table. 3. Editing table data? 1. Format data using the text function 2. Sum a data range based on conditions 3. Consolidate data using a formula 4. Check formulas for errors 5. Construct formulas using named ranges 6. Create an IF function 7. Create an AND function 8. Calculate payments wit the PMT function the text function LT2. I can sum a data range bansed on conditions LT3. I can consolidtae data using a formula LT4. I can check formulas for errors LT5. I can construct formulas using named ranges LT6. I can create an IF function LT7. I can create an AND function LT8. I can calculate payments with PMT function Using Tables CFA= Unit G Project Using Tables Unit G How do you analyze table data? Analyzing Table Data 1. Filtering table data. 2. Look up values. 3. Using totals and subtotals. Managing Workbook Data 1. Protect worksheets 2. Add a background and watermark 3. Add hyperlinks Managing Workbook Data LT1. I can protect worksheets LT2. I can add a background and watermark LT3. I can add hyperlinks Analyzing Table Data CFA= Unit H Project Analyzing Table Data Unit H 5 of 12
6 Using Tables 1. Plan a table How do you automate worksheet tasks? 2. Create and format a table 3. Add table data Automating Worksheet Tasks CFA= Unit I Project Automating Worksheet Automating Worksheet Tasks 4. Find and replace table data Tasks Unit I 1. Macros 5. Delete table data 6. Sort table data 7. Use formulas in a table 8. Print a table How do enhance charts? Enhancing Charts 1. Customize charts 2. Combination charts. Analyzing Table Data 1. Filter records using autofilter. 2. Filter records using search criteria. 3. Filter records with multiple criteria. 4. Filer records using AND and OR logical conditions. 5. Use VLOOKUP function. 6. Summarize data with DSUM, DCOUNT and DCOUNTA. 7. Use data validation. 8. Create subtotals. Using Tables LT1. I can plan a table LT2. I can create and format a table LT3. I can add table data LT4.I can find and replace table data LT5. I can delete table data LT6. I can sort table data LT7. I can use formulas in a table LT8. I can print a table Analyzing Table Data LT1. I can filter records using autofilter. LT2. I can filter records using search criteria. LT3. I can filter records with multiple criteria. LT4. I can filter records using AND and OR logical conditions. LT5. I can use VLOOKUP function. Enhancing Charts CFA= Unit J Project Enhancing Charts Unit J 6 of 12
7 LT6. I can summarize data with DSUM, DCOUNT and DCOUNTA. How do you What-if analysis? LT7. I can use data validation. Using What-if Analysis CFA= Unit K Project LT8. I can create subtotals. Using What-if Analysis 1. What-it analysis 2. Goal seek 3. Scenario analysis 4. Solver How do you analyze data with pivot tables? Analyzing Data with Pivot Tables 1. Pivot tables 2. Pivot charts How do you exchange data with other programs? Exchanging Data with Automating Worksheet Tasks 1. Record a macro 2. Run a macro 3. Edit a macro 4. Assign keyboard shortcuts to macros 5. Assign a macro button Enhancing Charts 1. Switch row and column data. 2. Format a data series. 3.Change data source and chart style. 4. Add chart elements. 5. Format chart axes. 6. Create combination chart. 7. Enhance a chart. 8. Summarize data with sparklines. 9. Identify data trends. Automating Worksheet Tasks LT1. I can record a macro LT2. I can run a macro LT3. I can edit a macro LT4. I can assign keyboard shortcuts to macros LT5. I can assign a macro button Enhancing Charts LT1. I can switch row and column data. LT2. I can format a data series. LT3I can change data source and chart style. LT4. I can add chart elements. LT5. I can format chart Analyzing Data with Pivot Tables CFA= Unit L Project Exchanging Data with Other Programs CFA= Unit M Project Using What-if Analysis Unit K Analyzing Data with Pivot Tables Unit L 7 of 12
8 Other Programs 1. Exchaning data with other programs. axes. LT6. I can create combination chart. Exchanging Data with Other Programs Unit M LT7. I can enhance a chart. LT8. I can summarize data with sparklines. LT9. I can identify data trends. How do you share excel files? How do you incorporate web information? Sharing Excel Files and Incorporating Web Information 1. Share excel files. 2. Incorporate web information in excel. How do you share excel files? How do you incorporate web information with excel? Using What-if Analysis 1. Define what-it analysis 2. Use scenario manager 3. Project figures using a data table 4. Use goal seek 5. Set up complex what-if analysis with solver 6. Use the analysis toolpak Analyzing Data with Pivot Tables 1. Create a pivot table report 2. Change a pivot table's summary function and design 3. Filter and sort a pivot Using What-if Analysis LT1. I can define what-it analysis LT2. I can use scenario manager LT3. I can project figures using a data table LT4. I can use goal seek LT5. I can set up complex what-if analysis with solver LT6.I can use the analysis toolpak Sharing Excel Files and Incorporating Web Information CFA= Unit N Project Customizing Excel and Advanced Worksheet Manangemnt Sharing Excel Files and Incorporating Web Information Unit N 8 of 12
9 Customizing Excel and Advanced Worksheet Manangemnt 1. Correcting formula errors 2. Cell comments 3. Custome Autofill lists table CFA= Unit O Project Customizing Excel and Advanced Worksheet Manangemnt Unit O How do you program with excel? Programming with Excel 1. Visual Basic What are practical financial tools and funtions in Excel? Exploring Financial Tools and Functions 1. Loans and investment analysis. 2. Amortization schedule. 3. Conditional sum 4. Depreciation 5. Determine a paycheck period 6. Net present value Exchanging Data with Other Programs 1. Plan a data exchange 2. Import a text file 3. Import a database table 4. Insert a graphic file in a worksheet 5. Embed a workbook in a Word Document. 6. Link a workbook to a Word Document. 7. Link an excel chart to a PowerPoint slide. Sharing Excel Files and Incorporating Web Information 1. Define XML and HTML terms 2. Track revisions in a Analyzing Data with Pivot Tables LT1. I can create a pivot table report LT2. I can change a pivot table's summary function and design LT3. I can filter and sort a pivot table Exchanging Data with Other Programs LT1. I can plan a data exchange LT2. I can import a text file LT3.I can import a database table LT4. I can insert a graphic file in a worksheet LT5. I can embed a workbook in a Word Document. LT6. I can link a workbook to a Word Document. Programming with Excel CFA= Unit P Project Exploring Financial Tools and Functions CFA= Financial Analysis Project CSA= Financial Analysis Final Project Programming with Excel Unit P Exploring Financial Tools and Functions Teacher generated lesson. 9 of 12
10 7. Internal rate of return shared workbook 3. Work with XML schemas LT7. I can link an excel chart to a PowerPoint slide. Customizing Excel and Advanced Worksheet Manangemnt 1. Locate and correct formula errors 2. Work with cell comments 3. Create custom autofill lists Sharing Excel Files and Incorporating Web Information LT1. I can define XML and HTML terms LT2. I can track revisions in a shared workbook LT3. I can work with XML schemas Programming with Excel Customizing Excel and Advanced Worksheet Manangemnt LT1. I can locate and correct formula errors LT2. I can work with cell comments LT3. I can create custom 10 of 12
11 1. Write VBA code 2. Add a conditional VBA statement 3. Prompt the user for data autofill lists Exploring Financial Tools and Functions 1. Analyze loans and investments 2. Create an amortization schedule 3. Calculate a conditional sum 4. Calculate depreciation 5. Determine a paycheck period 6. Calculate net present value 7. Calculate internal rate of return Programming with Excel LT1. I can write VBA code LT2. I can add a conditional VBA statement LT3. I can prompt the user for data Exploring Financial Tools and Functions LT1. I can analyze loans and investments LT2.I can create an amortization schedule LT3. I can calculate a conditional sum LT4. I can calculate depreciation LT5. I can determine a paycheck period 11 of 12
12 LT6. I can calculate net present value LT7. I can calculate internal rate of return October 2014 November of 12
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