1.

IDENTIFICATION OF THE LEARNING GUIDE

Program Name: Basic Management of Spreadsheet Tool

Excel
Training Program Code: 13410563
Project Name (if it is a Certified Training):
Project Phase (if it is a Qualified Training):
Project Activity (if it is a Certified Training)
Competence: To use computer tools according to the management needs
information.
Learning Outcomes Achieved:
to identify the characteristics and handling of the spreadsheet tool according to the
defined instructions.
To apply the functions of a spreadsheet according to the characteristics of the operations.
develop.
To verify compliance with the requirements according to the functionalities of the
spreadsheet.
To carry out improvement actions according to the results obtained.

Duration of the Guide: 40 Hours

2. PRESENTATION

Excel is a spreadsheet program from Microsoft Office

system. Allows you to create and apply formatting to books (a set of
spreadsheets) to analyze data and make informed decisions
about aspects of your business. Specifically, it can be used for
track data, create models to analyze data,
write formulas to perform calculations with said data, dynamize
data in various ways and present them in a variety of
professional-looking graphics.

Among the most common scenarios for using Excel are:

Accounting The effective calculation features of Excel can be used in many reports.
accounting and financial (for example: cash flow statements, income balances or statements of
results).
Definition of budgets Whether your needs are personal or business-related, you can
create any type of budget in Excel (for example: marketing budget plans,
event budgets or retirement budgets.
Invoicing and sales Excel is also useful for managing sales and billing data, and in this
Invoices, delivery notes can be easily created as needed.
purchase orders).

GFPI-F-019 V3
 Reports With Excel, various types of reports can be created to show summaries or analyses of
data (for example: reports that measure project performance, that show the variation
between actual results and projected ones, or that can be used to forecast data).
PlanningExcel is a great tool for creating professional plans or useful organizers.
example: weekly class schedules, marketing study plans, tax plans for the end of
year or organizers to help you with weekly meal planning, parties or vacations.
Tracking Excel can be used to track data in a timesheet or
in a list (for example: timesheets to track work or inventory lists
with which inventory is monitored.
Use of calendars Thanks to its grid work area, Excel is suitable for creating any
type of calendar (for example: academic calendars for tracking activities)
during the school year or fiscal year calendars to track business events
and milestones).

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3. FORMULATION OF LEARNING ACTIVITIES

Descripción de la(s) Actividad(es)

3.1.1. Initial Reflection Activities.

To initiate the process of knowledge appropriation, it is essential to identify some

well-defined rules on how to interpret a mathematical expression. For
example, the following expression: 3+4*5.

The given result would be: 35.

However, that result is incorrect.

The expression 3+4*5 is not 35.

The reason is that there is a certain order to carry out the

operations.

Following those rules, the expression 3+4*5 is evaluated to

the following way: 3+4*5=3+20=23

That is, first the multiplication is carried out and

after the sum.

[Link] the parts of the Microsoft Excel window by placing in front of each
number the corresponding name:
1 9

2 10

3 11

4 12

5 13

6 14

7 15

8 16
3.1.3. Check the action of each of the keys listed in the following table:

Keys Action

<Tab>

<Start>

Ctrl + Home

<Ctrl> + <End>

Av> Page>

Conduct the Workshop on Basic Concepts

3.1Activities for contextualization and identification of necessary knowledge for the

learning.)

Clearly define the functionality of the spreadsheet in report creation.

functions, pivot tables, charts, and macros

3.2 Activities for knowledge appropriation (Conceptualization and Theorization).

Las hojas de cálculo están formadas por filas y columnas que

square forms called cells.

COLUMN LABELS: Thecolumns andin the leaves of

calculation is determined with letters starting with A, continues
the B, C, D. To verify how many columns the sheet has
calculation; press the CTRL + Shift + → key
ROW LABELS: Therows andIn spreadsheets, they are determined with numbers starting
for 1, follow 2, 3, 4. To check how many Rows the spreadsheet has; press the key
CTRL + Shift + ↓

CELL:Thecells sin the squares into which the spreadsheet is divided, it is the
intersection between row and column.

Thus the first cell, which is located in column A and row 1 is called A1.

It will be said that the cell is active when you have the mouse cursor positioned on it.
She, as you can see in the image, this means that the cell is framed by the
four sides with a border.
When a cell is active, the data you enter is located in that cell.

Activity:

A small exercise to familiarize ourselves with an Excel sheet consists of labeling the sheets.
with the days of the week and give each of these labels a different color. Practice
changing the place of the leaves.

I conducted the Workshop on Relative and Absolute References

3.3 Knowledge transfer activities.

Carry out the practical workshops of the spreadsheet where the formatting features are applied.
to cells, formulas and functions, charts and data filter.

Carry out the proposed practical exercises where you demonstrate the performance of the tool.
spreadsheet, which is attached in the present learning guide (Functions,
Quotation, Sort and filter, and Payroll.

Realize:

Workshop on IF Logical Functions and Lookup

Graphics and filters workshop

Analysis Exercises Workshop.

 Required Environment:Virtual Classroom

Materials:Computer Equipment

Taking as a reference the pedagogical planning and the guidelines for developing learning guides
cited in the curriculum development guide

4. EVALUATION ACTIVITIES

Learning Evidence Evaluation Criteria Techniques and Instruments of

Evaluation

Evidence of Applying questions

Knowledge: random of different types,
an evaluation will be carried out Cuestionario
that allows to evidence the
acquired knowledge

Use the inherent functions

from the spreadsheet for the
Evidence of resolution of a problem. Practical Workshops
Performance:
Presents timely,
. coherently and pertinently
the proposed workshops.

Perform the exercises

Product Evidence: proposed in a file of Checklist.
Excel for workshop like
evidence of work
done.

5. GLOSSARY OF TERMS

EXCEL: It is an application for managing spreadsheets. This program is developed and distributed by
Microsoft, and it is commonly used in financial and accounting tasks.
FIELD: The column of elements is called a field.

CELL: It is the intersection of a row and a column, and data is entered in it in the form of text.
numbers, date or other data. A cell is indicated as follows (A1).

COLUMN: It is a set of several cells arranged vertically one below the other.
Merge and Center A command that merges selected cells and centers the data within them.

RANGE: Set formed by a series of cells.

FORMULA BAR: Bar located at the top of the Excel window that is used to
specify or modify values or formulas in cells or charts. Displays the constant value or formula
stored in the active cell.

DYNAMIC TABLE TOOLBAR: Contains the following icons: Dynamic table,

Asistente para tablas dinámicas, Campo de tabla dinámica, Mostrar páginas, Desagrupar, Agrupar, Ocultar
detalle, Mostrar detalle, Actualizar datos, Seleccionar rótulo, Seleccionar datos, Seleccionar datos y rótulo.
.

COMMENT: A note attached to a cell. By default, a light yellow rectangle is visible.

A comment can be hidden. The shape can be changed in any Autoform. To the text of a
comments can be formatted. Comments often explain something about the source
of the format or use of the cell content.

UNGROUP: (SHEETS): Separate grouped sheets. Click on a sheet that is not in the group, or do a
right-click on the group and select Ungroup from the menu that appears

ROW: A set of cells that work across the page to the last column.

CONDITIONAL FORMAT: Format that changes based on a logical test Sources, borders, and
patterns can be changed all. Up to three conditions can be set for a cell.
different.
FORMULA: An expression that calculates something, usually based on the values contained in the cells.
The formula = SUM(A1, B1, C1) adds the values in the three cells. The formula D2/G4 divides the value of
the cell D2 for the value of the cell G4.
FUNCTION: A mathematical expression. In the case of a spreadsheet, a function always begins
with he sign same, =
Examples:
=SUM(E12:H22) =COUNT(B14:G36) =AVERAGE(A4,A6,A12,A42)
Grid: The gray lines outlining the rows and columns in a spreadsheet.
GROUP (DATA): To gather and compile similar data, such as moving rows with the same value in a
a certain column next to another.

GROUP (SHEETS): By selecting several spreadsheets, they are grouped together, displayed by their
labels that turn white. Any actions taken on one sheet will be applied to all of a
group.

6. BIBLIOGRAPHIC REFERENCES

Aula Clic. (n.d.). Excel 2010 Course. Retrieved on March 24, 2017, from
[Link]

Easy Classroom. (n.d.). Free Excel 2010 course. Retrieved on March 25, 2017, from
[Link]

SENA. (n.d.). SENA [Link] on March 25, 2017, from [Link]

7. DOCUMENT CONTROL

Name Cargo Dependency Date

Author(s) Ing. José Eusebio Jiménez Instructor Training 18/11/2018

Salguero Complementary

8. CONTROL DE CAMBIOS(diligenciar únicamente si realiza ajustes a la guía)

Nombre Cargo Dependence Date Reason for Change

Autor (es)