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Excel Basics: Data, Formulas, Charts

This document provides an introduction to MS Excel, covering its interface, data organization, basic formulas, functions, and data visualization techniques. It includes exercises for creating tables, calculating grades, and designing a budget with charts. The expected outcome is for students to build a simple monthly budget in Excel with automatic totals and visual representation.

Uploaded by

Victor Franco Simancas
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© All Rights Reserved
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7 views1 page

Excel Basics: Data, Formulas, Charts

This document provides an introduction to MS Excel, covering its interface, data organization, basic formulas, functions, and data visualization techniques. It includes exercises for creating tables, calculating grades, and designing a budget with charts. The expected outcome is for students to build a simple monthly budget in Excel with automatic totals and visual representation.

Uploaded by

Victor Franco Simancas
Copyright
© All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd

Introduction to MS Excel

2.1 Introduction to Excel and Organizing Data


Objective: Get familiar with Excel’s interface and learn how to organize information in rows and
columns.
Contents: - What is a spreadsheet - Rows, columns, and cells - Saving a workbook - Renaming
sheets - Inserting and deleting rows/columns - Basic formatting (bold, italics, colors, borders)
Exercise: Create a simple table with students’ names and grades, adding titles and borders.

2.2 Basic Formulas and Functions


Objective: Learn and apply simple Excel formulas.
Contents: - Difference between formula and function - Basic formulas: =A1+B1, =A1-B1, =A1*B1,
=A1/B1 - Common functions: =SUM(), =AVERAGE(), =MIN(), =MAX() - Copying and dragging
formulas using the fill handle
Exercise: Calculate total, average, minimum, and maximum grades for a group of students.

2.3 Charts and Data Visualization


Objective: Represent numerical data with charts.
Contents: - Insert a chart from a table - Main chart types: bar, column, pie, line - Editing title, legend,
and colors
Exercise: Create a bar chart showing students’ results.

Integrative Exercise: Creating an Income and Expenses Table


(Basic Budget)
Step 1 – Design the table:
Category Income (USD) Expenses (USD)
Salary 2,000
Side Sales 500
Rent 700
Utilities 200
Transport 150
Food 400
Totals

Step 2 – Enter data into the correct columns.


Step 3 – Use formulas:
• =SUM(B2:B3) → Total Income
• =SUM(C4:C7) → Total Expenses
• =B8-C8 → Balance (Money left)

Step 4 – Visualize with a chart: Insert a pie chart showing the breakdown of expenses.
Expected Outcome: Students will build a simple monthly budget in Excel with automatic totals and a
chart for better visualization.

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