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CLASS: Form 5
TIME: 9:35-10:10 am
No. of Students: 14
Syllabus:
Unit Title: Spreadsheets
Lesson 1: Excel and budgeting decisions
RESOURCES
Teacher Resources
Computer system
MSExcel
Projector
Handout
Student resources
Computer system/Laptops
MSExcel
Case study and checklist
Cognitive
At the end of the lesson students will:
Assessment strategy
Affective
At the end of the lesson students will:
Oral
1. Create a table in a worksheet with values
and labels for a given case study (creating)
Observation, checklist
2. Create a monthly budget prioritizing
Case study
finances and appropriately allocating funds.
(creating)
3. Apply border and number formatting to
create a presentable worksheet. (applying,
creating)
4. Justify the decisions made in the
budget(evaluating)
Observation, Checklist
Observation , Checklist
Oral response
Set Induction
Teacher walks into room with $3000.00(fake money) and excitedly talks about items she will buy with the money. She then receives a call from her
best friend and they have a discussion about the friend inviting her to an all inclusive fete. Teacher starts talking about her spending and what bills
she has to pay for the month and whether to cut back on paying some bills. She has to decide whether or not to go. 3 mins
Description of Teaching/Learning Activities:
Teacher Activities
Intelligence
being developed
Est. time to
complete
3 mins
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Intra,
4 mins
Ss to participate in assessing what they have done.
Intra,inter, VL
LM: Logic/Mathematical
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CASE STUDY
Based on the set induction, your best friend has invited you to this all inclusive carnival fete at South
Academy of Performing Arts. The price of this is $700.00 and includes a costume. You are
responsible for managing the family budget, and the funds must be divided as you see it fit and will
not negatively affect the family. Your monthly budget is $3000.00. You are required to prioritize your
spending to accommodate all the bills for the month and must decide whether or not you will spend
$700.00 to attend this fete.This $700.00 is considered as entertainment. The list is as follows
Savings must be 10% your income generally. The light bill and water bill usually comes every
quarter and has arrived in the mail so you must include it. The light bill is $350.00 and water bill
$180.00. Transportation for the month is $200.00. Currently you are rent so your fixed monthly
Rent amounts to $800.00 and Education is $400.00 Food usually amounts to $400.00 and a small
amount of $100.00 is spent on clothing.
Complete a budget in spreadsheet to manage your expenses and use the appropriate formulas and
functions showing your overall total after you have paid all you expenses. Your budget must be
properly formatted and you must justify whether you will spend that money to go to the carnival fete.
Will you spend that money to go to the fete your best friend invited you to? Please justify
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Names:_________________________________________ Date:___________
Excel budget checklist
TICK (/)
1. All expenses and cost of the items are entered on the spreadsheet
6.
Name:__________________________________ Date:______________
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Microsoft Office Excel is a type of general purpose application software known as a spreadsheet.
A spreadsheet is a table consisting of cells (rows, column locations) and is used to manipulate numeric data.
EXCEL TERMS
A row runs horizontally and is identified by a number.
A column runs vertically and is identified by a letter.
The intersection of a row and a column is referred to as a cell
Each cell in the spreadsheet can be identified by its cell address or cell reference.
The cell reference or address is simply the column and row position combined. Example A1, B3.
A cell can contain one of three types of information: label (text), value (number) or formulae.
A label can be used as a title or heading to describe an aspect of the worksheet.
It can contain any string of characters (letters or numbers) but must only start with a character that does not
indicate a formula or number. There are two types of labels
1. Text labels which are made up of letters only or any combination of letters, numbers and/or symbols. In our
example Products is a text label and the contents listed in that column.
2. Numeric labels are numbers that are assigned the label prefix, apostrophe (), to make them appear as labels.
Example the year 2005 should be inserted as 2005 to be identified by Excel as a label.
A value is a piece of data that can be used in a calculation. Values are the contents of a cell.
Numeric values default to the right of the cell.
A formula is an instruction to perform operation on values.
All formulae (formulae is plural for formula) in Excel start with an equal sign (=)
When a user opens Excel, the user is presented with a workbook which by default contains three worksheets.
( sheet 1, sheet 2, sheet 3, tabs seen to the bottom of the workbook). These sheets allow the user to keep varied
and large amounts of information together in one workbook.
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