# Excel Curriculum - East Pennsboro Area School District

Excel Curriculum - East Pennsboro Area School District

EAST PENNSBORO AREA

SCHOOL DISTRICT

COURSE: 829 Excel and Advanced Features

Unit: Creating a Worksheet and an embedded

chart

Days: 8

Key Learning(s):

Creating a worksheet and data manipulation

Unit Essential Question(s):

Instructional Tools:

Computers

Textbook/Files

PowerPoint

Graphic Organizers

Worksheets

Enter and format the given data appropriately.

Concept:

Enter data

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15.4.12.D

Lesson Essential Questions:

Demonstrate the ability to enter

data and navigate in Excel.

Vocabulary:

Cell, Excel, cell reference,

requirements document, text,

active cell, AutoCorrect, number,

autocalculate, row, column,

gridlines, borders

Concept:

Document properties

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Lesson Essential Questions:

Edit the properties of a document in

Excel.

Vocabulary:

keyword, standard properties,

automatically updated properties,

document information panel

Concept:

Format cells

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Lesson Essential Questions:

Apply an appropriate font and

format to selected cells.

Vocabulary:

Format, font, font size, points, font

style, font color, merging, edit

mode, in-cell editing, insert mode,

overtype mode, text attributes

Concept:

Lesson Essential Questions:

Vocabulary:

Concept:

Summation

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15.4.12.H

Lesson Essential Questions:

Calculate the SUM for given columns.

Vocabulary:

SUM, range, source area, destination

area, relative reference

Concept:

Lesson Essential Questions:

Vocabulary:

— 1 —

Board Approval:

EAST PENNSBORO AREA

SCHOOL DISTRICT

COURSE: 829 Excel and Advanced Features

Unit:

Formulas, Functions, and Formatting

Days: 10

Key Learning(s):

Create formulas and apply functions and formats

Unit Essential Question(s):

Instructional Tools:

Computers

Textbook/Files

PowerPoint

Graphic Organizers

Worksheets

What are some common formulas or functions used in Excel and

describe a situation where one would be applied.

Concept:

Formulas

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Lesson Essential Questions:

Create and troubleshoot formulas

that make basic calculations.

Vocabulary:

Formula, order of operations, point

mode, fill handles, values version,

formulas version, debugging

Concept:

Format Texts

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Lesson Essential Questions:

How can the resulting numbers

from calculations be changed in a

worksheet?

Vocabulary:

Number format, custom format,

zero values, stored numbers, wrap

text, line breaks, autofit

Concept:

Functions

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Lesson Essential Questions:

Why and how are functions used in

Excel?

Vocabulary:

Function, average, min, max, range

finder, condition, operator

Concept:

Lesson Essential Questions:

Vocabulary:

Concept:

Format themes

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Lesson Essential Questions:

Apply an appropriate theme to a

worksheet or workbook.

Vocabulary:

Worksheet, workbook, theme, alignment,

border, fixed/floating dollar sign, account

number format, comma style format,

conditional formatting, pixel, best fit,

normal view, page layout, header, margin

Concept:

Lesson Essential Questions:

Vocabulary:

— 2 —

Board Approval:

EAST PENNSBORO AREA

SCHOOL DISTRICT

COURSE: 829 Excel and Advanced Features

Unit: What-If Analysis, Charting, and Working

with Large Worksheets

Days: 10

Key Learning(s):

Working with large worksheets, adding/enhancing charts, and what-if

assumptions

Unit Essential Question(s):

Instructional Tools:

Computers

Textbook/Files

PowerPoint

Graphic Organizers

Worksheets

Describe how a “what-if assumption” or chart can be used to make data

easier for the user to read.

Concept:

What-If Assumptions

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Lesson Essential Questions:

Explain and create a what-if

analysis based on new or existing

data.

Vocabulary:

What-if assumption, office

clipboard, drag and drop, #ref,

format symbol, absolute cell

reference, relative cell reference,

mixed cell reference, IF function,

nested IF function, sensitivity

analysis, goal seeking, circular

reference

Concept:

Enhancing charts

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Lesson Essential Questions:

Enhance the appearance of a chart

Vocabulary:

Legend, data series, drawing

objects, sizing, importing clips

Concept:

Large worksheet

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Lesson Essential Questions:

What are some ways one could stay

organized when working with a

large worksheet or workbook?

Vocabulary:

Freeze titles, date stamp, Now

Concept:

Lesson Essential Questions:

Vocabulary:

Concept:

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Lesson Essential Questions:

How could a chart be used to enhance a

worksheet?

Vocabulary:

Sparkline chart, pie chart, chart sheet,

category names, data series, emploded

pie chart, data labels, legend

Concept:

Lesson Essential Questions:

Vocabulary:

— 3 —

Board Approval:

EAST PENNSBORO AREA

SCHOOL DISTRICT

COURSE: 829 Excel and Advanced Features

Unit: Financial Functions, Data Tables, and

Amortization Schedules

Days: 10

Key Learning(s):

Application of financial functions, security, and data analysis.

Unit Essential Question(s):

Instructional Tools:

Computers

Textbook/Files

PowerPoint

Graphic Organizers

Worksheets

Explain how/why a business could benefit from the use of

financial functions when analyzing data.

Concept:

PMT Function

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15.4.12.H

Lesson Essential Questions:

What are the elements that

comprise the PMT function?

Vocabulary:

PMT function, formula checker,

background formula checker

Concept:

Protecting workbooks

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Lesson Essential Questions:

Why would one protect a workbook

or certain cells?

Vocabulary:

Unprotected cells, protected cells,

cells

Concept:

Financial Function

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Lesson Essential Questions:

Other than PMT, what are some

other financial functions offered in

Excel?

Vocabulary:

PV function, logical test, FV function

Concept:

Lesson Essential Questions:

Vocabulary:

Concept:

Data Analysis

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Lesson Essential Questions:

How can a data table be used to analyze

information?

Vocabulary:

One-input data table, two-input date

table, input values, data table,

amortization schedule, annuity

Concept:

Lesson Essential Questions:

Vocabulary:

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Board Approval:

EAST PENNSBORO AREA

SCHOOL DISTRICT

COURSE: 829 Excel and Advanced Features

Unit:

Creating, Sorting, and Querying a Table

Days: 12

Key Learning(s):

Query, sort, lookup, and evaluate numeric data in a table.

Unit Essential Question(s):

Instructional Tools:

Computers

Textbook/Files

PowerPoint

Graphic Organizers

Worksheets

Demonstrate the ability to evaluate numeric data in a table with

lookups and database functions.

Concept:

Tables

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Lesson Essential Questions:

Create a table based on given data.

Vocabulary:

Table, database, field, calculated

column

Concept:

Lookup

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Lesson Essential Questions:

How and why would one add a

lookup table to existing data?

Vocabulary:

HLOOKUP, VLOOKUP, table array,

table arguments, table value

Concept:

Conditional Formatting

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Lesson Essential Questions:

Apply conditional formatting rules for a

range of cells.

Vocabulary:

Conditional formatting

Concept:

Sorting

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Lesson Essential Questions:

Determine the appropriate time to

apply sorting to cells.

Vocabulary:

Total row, sorting, ascending

sequence, descending sequence,

sort keys, major sort key, minor

sort key, intermediate sort key

Concept:

AutoFilter

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Lesson Essential Questions:

Query a table using AutoFilter.

Vocabulary:

AutoFilter, filter criterion, query,

criteria range

Concept:

Database functions

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Lesson Essential Questions:

Apply database functions to evaluate

numeric data in a table.

Vocabulary:

Database function, DAVERAGE function,

DCOUNT function, DMAX, DMIN, DSUM,

SUMIF, COUNTIF, MATCH, INDEX,

automatic subtotals, control field

— 5 —

Board Approval:

EAST PENNSBORO AREA

SCHOOL DISTRICT

COURSE: 829 Excel and Advanced Features

Unit: Working With Multiple Worksheets and

Workbooks

Days: 10

Key Learning(s):

Rounding, formatting, importing, and drilling data in a consolidated

worksheet.

Unit Essential Question(s):

Instructional Tools:

Computers

Textbook/Files

PowerPoint

Graphic Organizers

Worksheets

Give an example of a situation where an organization would

benefit from consolidation.

Concept:

Consolidation

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Lesson Essential Questions:

What is consolidation and why is it

used?

Vocabulary:

Consolidation, Custom format

codes,

Concept:

Drilling an entry

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Lesson Essential Questions:

What is drilling an entry and why

would it save time?

Vocabulary:

Drilling an entry, sheet reference,

3-D range, 3-D reference,

picture

Concept:

Round Functions

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Lesson Essential Questions:

Round a formula appropriately

based on the data contained within

the cell.

Vocabulary:

Round, growth series, digits

argument

Concept:

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Lesson Essential Questions:

workbook.

Vocabulary:

margins, vertically, horizontally,

workbooks, workspace file,

dependent workbook, source

workbook

Concept:

Format codes and styles

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Lesson Essential Questions:

Apply format codes and styles to a

consolidated worksheet.

Vocabulary:

Standard accounting format, format

codes, format symbols, custom code,

style, comma style format

Concept:

Importing/Templates

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Lesson Essential Questions:

Import data into a template and add

either a screen shot or SmartArt to the

worksheet.

Vocabulary:

Template, importing, text files, ASCII,

delimited file, fixed width file, web query,

replication, string, screen clippings,

SmartArt

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Board Approval:

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