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Intermediate Excel AgendaDescriptor: Learn to use some of the more advanced features and functions in Microsoft Excel 2013/2016 in this hands-on workshop. TN State standards include data interpretation by students in a variety of ways. This training is designed for those participants who have previously attended Basic Excel and are ready to learn how to create tables and build a basic database, use conditional formatting to filter grades by color, protect worksheets and workbooks, go a step further in chart creation and insert them in to PowerPoint Presentations. Participants will learn how to use concatenate, text to columns, and find and replace, which are valuable tools for data analysis. Lastly participants will learn how to create an Excel Survey and collect data for analysis.arts in PowerPoint.
Bell Work: (5min)
Log into your Office 365 Account and open the Link in your Email entitled Intermediate Excel.
o Open the Word document with today’s agendao Open the Intermediate Excel Workbook on the desktopo Play a quick Kahoot game covering Beginning Excel terminology to review (Tech
Coach create Kahoot game with basic terminology)terminology to include: Worksheet, Spreadsheet, Workbook, Cell references, Paste, Paste Special, Sort, Filter, Formulas.
Objectives:
Participants will create a table in Excel and paste data into the table Participants will use the =average formula to calculate student data Participants will learn to use Conditional Formatting to create a visual analysis of data Participants will learn the best practice for protecting data in a worksheet while still
allowing filters to be used Participants will learn how to create and manipulate a chart using Data in a table Participants will learn how to use concatenate and text to columns to manipulate data
in Excel. They will also learn how to use find and replace and Paste Special to work with data in formulas
Participants will learn how to insert charts from Excel into PowerPoint Participants will learn how to create a basic Excel Survey in Office 365
Success Criteria:
Participants can create a table in excel with formatting and adding of data Participants will be able to use conditional formatting to visual the data Participants will be able to protect a file in Excel. Participants will be able to combine columns of data through concatenate and split
them using Text to Columns Participants can create a chart and insert it into PowerPoint Participants can create a survey in Excel Online
Team Rubric: Use of Data, Planning
TN Standards: Varies
ISTE / Digital Citizenship: ISTE Standard for Students: collect data or identify relevant data sets, use digital tools to analyze them, and represent data in various ways to facilitate problem-solving and decision-making ISTE Standards for Teachers: model and facilitate effective use of current and emerging digital tools to locate, analyze, evaluate, and use information resources to support research and learning Digital Citizenship Component: Privacy
PLC:1. What is it we want our students to learn? 2. How will we know if each student has learned it? 3. How will we respond when some students do not learn it? 4. How can we extend and enrich the learning for students who have demonstrated proficiency?
Before beginning with sessions have participants download Excel Workbook for PD. Have participants open in desktop version of Excel. Good way to remind about the difference between Excel Online and the desktop version of Excel.
Intermediate Excel Participant Task One (All tasks take place in the Intermediate Excel Workbook)
Create a Table using the range A1:H26 on the Table Creation Sheeto From the Home Tab choose Format as Table, and choose a medium table designo Check the box for table has headers
Rename the column headers to the following beginning in A1o A1: Last Nameo B1: First Nameo C1: Gradeo D1: CFA1 (autofill from D1 to G1) to create CFA2-CFA4 by dragging cursor to the
righto H1: Average
Participant Task Two Go to the Data to Add Sheet (Different Tab at the bottom) and Copy the data from the
Range A2:H26.
Click on Cell A2 in your table and right click and choose Paste as Values
Participant Task Three Click in cell H2 and enter the formula =AVERAGE(D2:G2) Then autofill that formula to the end of the table by taking cursors and clicking in the
corner of H2’s box and drag down to H26 Go to the Home Tab and click on Sort and choose Custom Sort
o Sort by Last name and then add level for First Name Click on cell D27 and use =AVERAGE(D2:D26) to find the average of CFA1
o Autofill from D27 to H27 to complete the averages (Click in the corner of D2’s cell and drag to the right)
Participant Task Four Conditional Format the range D2:H26 to color code scores based on score criteria and
then filter by color for easy visual analysiso Highlight the range and then on the Home Tab select Conditional Formattingo Choose to Highlight Cell Rules and Between
Enter 1 and 69.9 and choose Custom Format Choose Fill and change the color to Red Click OK**Don’t use below 70** it will turn all empty cells red
With the same range highlighted, create the same cell rules using the following criteriao 70-76.9 Purple fillo 77-84.9 Yellow Fillo 85-92.9 Orange Fillo 93-100 Blue Fill
Click on the arrow down in CFA 1 cell. Filter CFA 1 and choose Filter by color and choose Yellow. Talk about this filters kids by color which is related to the scores. Filter to yellow pulls any students who made an 84.9 and lower. Filter multiple colors to show participants.
Lastly, turn off all filters to show all data again. Click CFA 1 and Select all
Participant Task Five Protecting Sheets and Workbooks (Review Tab)
o Protect Sheet – only protects the current sheet but others can still be editedo Protect Workbook – All sheets can be edited once the workbook is unlocked
o Right click on the Tab Sheet tab at the bottom.o Choose to Protect Sheet o All boxes should be unchecked except Use AutoFilter
This allows users to filter but not change anythingo Sheet protection is not un-breakable, any advanced Excel users can break a
password within minutes
Participant Task Six Create a Chart using the data in the table Go to the Table Sheet at the bottom of the workbook
o Highlight cells all cells by clicking in the top arrow in between A and the 1 cello Go to the Insert tab at the top and click under chartso In the Charts sections choose Recommended Chartso The option should appear for a Clustered Column Charto Click Oko On the Right hand side you will have different options for your Pivot Charto You can add CFA1 and compare to averages of all CFA’s etc.
Participant Task Seven Using Intermediate formulas to say time on task
o Open the worksheet called INT Formulas, you will see a set of names
In column C we want teachers first and lst names instead of separate columns for the first and last names. To do this type in column C in the first cell C1 the formula below
=CONCATENATE(A1,” “,B1) The space between the “ “ makes the first and last name have a
space between
Autofill this formula all the way down column C by clicking in the
lower right corner of cell C1 and dragging to C25.o Next, we want to use the usernames to enter the correct email address for each
teacher in Column E. o In E1 enter the formulao =CONCATENATE(D1,“@rcschools.net”)
o Autofill from E1 by dragging down to E25. Highlight the email addresses created in the range E1:E25 by clicking on the E at the top
of E column.o Copy the names by right clicking and then right click in column F and choose
Paste as Values (it’s the paste option that has 123 on the clipboard)o This is a simple, but important idea to remember because it takes the formula
and converts it to the actual value. o So instead of the cell actually reading as =CONCATENATE(D1,”@rcschools.net”) it
reads as [email protected]
Find and Replace o Go to the Home Tab and choose Find & Select then Replaceo Highlight the F column by cliking on F at the top of the column
Type in @rcschools.net for Find What Type in -your school initials for Replace (example -OHS) Then choose Replace All
Participant Task Eight Using an Excel Form in Office 365 to collect data
o Open your 365 Account and go to OneDriveo Choose New->Form for Excel
o Title the Form CFA Survey On the Survey Form, title it Student Concept Understanding
o Description: Choose the number that best reflects your comfort level Create a choice question, and a text question by clicking “Add question”
o Once questions are added choose Share
o Copy the link and you can mail it to anyone with an RCS account
o Notice that if you click the down arrow at the top right, you will get an option to allow people from without our organization (ex.: parents) to respond:
If you like using this Form option, there are more options in the Forms app in the “waffle tile”: