Spreadsheet Formulas All-120108

Lesson Plan
Course Title: Computer Applications
Session Title: Basic Spreadsheet Formulas
Lesson Duration: 45 Minutes

Lesson length is subjective and will vary from instructor to instructor.
Performance Objective:
Upon completion of this lesson, the student will be able to create a spreadsheet utilizing
formulas for the following mathematical operators: addition, subtraction, division, and
multiplication.
Specific Objectives:
1. Define terms associated with the lesson.
2. Identify the need for spreadsheet formulas.
3. Determine a personal need for creating a spreadsheet with all of the identified formulas.
4. Build a personal spreadsheet with identified formulas.
5. Evaluate finished spreadsheet.
Preparation
TEKS Correlations:
123.47(c)(2)(A)
Apply computer technology to individual or community problems;
123.47(c)(2)(D)
Identify and describe the roles of computer technology;
123.47(c)(2)(E)
Use computer technology to record, locate, analyze, present, and exchange information;
123.47(c)(4)(A)
Report on emerging and innovative computer technologies;
123.47(c)(4)(B)
Conduct research and experimentation in computer technology;
123.47(c)(6)(A)
Describe the properties and characteristics of computer-related hardware and software;
123.47(c)(2)(C)
Describe the processes used in computer technology;
123.47(c)(9)(A)
Participate in the organization and operation of a real or simulated computer project;
123.47(c)(12)(A)
Describe how changes in computer technology affect business and industry;
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123.47(c)(12)(B)
Describe how the development and uses of computer technology are influenced by past events;
123.47(c)(12)(C)
Describe change and the factors that affect the adoption or rejection of computer technology;
123.47(c)(12)(D)
Describe the factors that encourage the evolution of technology;
123.47(c)(13)(D)
Apply critical-thinking strategies to the analysis and evaluation of proposed technological
solutions; and
123.47(c)(15)(D)
Prepare technical reports and presentations.
Interdisciplinary Correlations:
Mathematics:
111.xx(1)(B) – Foundations For Functions
Gather and record data, and use data sets to determine functional relationships between
quantities;
110.xx(6)(D) – Foundations For Functions

Represent relationships among quantities using concrete models, tables, graphs, diagrams,
verbal descriptions, equations;
English:
110.xx(6)(A) – Vocabulary Development
Expand vocabulary through…listening and discussing…and
110.xx(6)(B) – Vocabulary Development

Rely on context to determine meanings of words.
Technology for All Americans Standard (ITEA & NSF)

Standard 1. Students will develop an understanding of the characteristics and scope of
technology.
Standard 2. Students will develop an understanding of the core concepts of
technology.
Standard 3. Students will develop an understanding of the relationships among
technologies and the connections between technology and other fields of
study.
Standard 17. Students will develop an understanding of, and be able to select and use,
information and communication technologies.
Instructor/Trainer
References:
1. Curriculum-developer knowledge
2. Excel help

Instructional Aids:
1. Spreadsheet Formulas Vocabulary PowerPoint (pdf)
2. Vocabulary Organizer (pdf)
3. Spreadsheet Formulas PowerPoint (pdf)
4. Spreadsheet Formulas Organizer (pdf)
5. My Stocks Investments Demonstration (Excel only)
6. Directions for Demonstration (pdf)
7. Spreadsheet Formulas Assignment (pdf)
8. Spreadsheet Formulas Assignment Rubric (pdf)
Materials Needed:
1. Spreadsheet Software (preferably MS Excel 2007; however, any version of Excel will work).
Equipment Needed:
1. Projector for PowerPoint
2. Computer Lab
3. Internet Access
Learner Preparation
A pre-requisite to this lesson is mastery of an Introduction to Spreadsheets lesson.
Lesson Plan
Introduction (LSI Quadrant I):
ASK: Have you ever been sitting in class and wondered, “When will I EVER use this in life???”
SAY: What if I told you that, today, I would teach you something you’re extremely likely to use in
your future, and could even start using right now?
SAY: Today we will discuss basic spreadsheet formulas using mathematical operators with
which you’re already familiar (such as addition, subtraction, division and multiplication). I will
show you how you could use each formula to approach everyday “common” problems.
Outline
Outline (LSI Quadrant II): Instructor Notes:
I. Spreadsheet Terms Use the Spreadsheet
A. Excel Formulas – Allow you to perform calculations on Formulas Vocabulary
data entered into a spreadsheet. The advantage to PowerPoint (pdf)
using an Excel spreadsheet for your formulas rather presentation to show
than a calculator is that, if you change the data in the terms associated with
spreadsheet, Excel will automatically re-calculate the the lesson. Students
answer for you without you having to re-enter the
should complete the
formula.
Vocabulary Organizer
B. Data – Information (values, or numbers; labels, or text;
and date/time) that is stored in a spreadsheet program. (pdf).
C. Spreadsheet – A table used to store various types of
data. Each slide will include a
D. Cells – The basic storage unit for data in a spreadsheet screenshot of Excel as
and the intersection point of a column and a row. In an example of the

Excel, each rectangular box is referred to as a cell. concept/term. Feel free
E. Rows – Rows run horizontally in Excel and are to toggle back and forth
identified by a number in the row header. between PowerPoint
F. Columns – Columns run vertically in Excel and are and MS Excel to further
identified by a letter in the column header. explain/demonstrate the
G. Cell Reference – The cell reference identifies the concepts.
location of a cell, and consists of the column letter and
row number that intersect at the cell’s location.
Use this website to
H. Relative Cell Reference – Default for all Excel cell
show your class some
references. It identifies the location of a cell, and
changes when the formula is copied to other cells. In “everyday uses” for
other words, it’s relative to where it is in the spreadsheets that are
spreadsheet. relevant and meaningful
I. Absolute Cell Reference – In contrast to relative cell to them:
references, an absolute cell reference does not change www.belmar.k12.nj.us/pu
when it is copied and pasted to other cells. In other blic/everyday_spreadshe
words, it will absolutely reference the same cell no ets.
matter where it is in the spreadsheet.
II. Relevance of Spreadsheets to Everyday Life Use the Spreadsheet

A. Purpose of a spreadsheet Formulas PowerPoint
1. Keep track of money (pdf) to present the
2. Keep up with statistics outline II.-V. Students
3. Managing information should complete the
4. Analyzing information Spreadsheet Formulas
5. Presenting information Organizer.
B. Before electronic spreadsheets…
1. How do you think businesses kept up with Ask:
finances, payroll, inventory, etc. before How do you think
computers? businesses kept up with
2. How do you think electronic spreadsheets have finances, payroll,
transformed businesses today? inventory etc. before
C. Some ways that spreadsheets can be used in computers?
everyday life:
1. Sports Stats (ex. batting average) How do you think
2. Grades electronic spreadsheets
3. Budgets have transformed
4. Inventory businesses today?
5. Buying a Car (comparison shopping)
Brainstorm ways that
spreadsheets can be
used in everyday life
and relate them to the
items in II. B. 1-5.
SEE GUIDED
PRACTICE:
III. Using Formulas in Excel After presenting the
A. Formulas slides in III. A.-B., use
1. Addition the My Stocks
2. Subtraction Investments

3. Multiplication Demonstration Excel file
4. Division to demonstrate the
B. Relative Vs. Absolute addition, subtraction,
multiplication, and
division formulas, as
well as relative cell
references when a
formula is copied.
Refer to: the Directions

for Demonstration (pdf)
document for the steps
to demonstrate these
formulas.
Ask for one or two

volunteers to re-
demonstrate in front of
peers. Encourage
students watching to
peer coach and evaluate
the student
demonstrator.
IV. Assignment: Create a spreadsheet with formulas After outline I.-III. is

A. Addition finished, Explain the
B. Subtraction Spreadsheet Formulas
C. Multiplication Assignment (pdf).
D. Division
E. Relative Cell References Students will think of
their own personal
V. Think of your own personal spreadsheet need and use spreadsheet need and
the formulas from this lesson in the spreadsheet. Fill in use the formulas in the
your personal spreadsheet topic on your organizer. lesson in their
spreadsheet – ex.
personal budget, grade
computation, sports
averages, calories for
the day etc.
Review the Spreadsheet

Formulas Assignment
Rubric (pdf) with the
students.
Copy and paste Multiple Intelligences Graphic in appropriate place in left column.

Verbal Logical Visual Musical Bodily Intro- Inter-
Naturalist Existentialist
Linguistic Mathematical Spatial Rhythmic Kinesthetic personal personal
Guided Practice (LSI Quadrant III):
The teacher will use the My Stocks Investments Demonstration Excel file to demonstrate the
addition, subtraction, multiplication, and division formulas, as well as relative cell references
when a formula is copied. Volunteers will re-demonstrate in front of peers. Students watching
will peer coach and evaluate the student demonstrator.
Independent Practice (LSI Quadrant III):

Students will complete the Spreadsheet Formulas Assignment (pdf) independently.
Summary
Review (LSI Quadrants I and IV):
Q&A Session
Q: For what reasons are spreadsheets used?
A: Spreadsheets are an accurate and easy way to keep track of money, statistics, and information,
analyze information, and present it in a way that makes sense to someone else.
Q: What are some “everyday uses” for spreadsheets?

A: Answers will vary, but should coincide with the Brainstorm from the lesson. Ex. Sports statistics,
grades, budgets, inventory, buying a car etc.
Q: What is an Excel formula?

A: An excel formula allows you to perform calculations on data entered into a spreadsheet. Students
might also answer using the actual formula (i.e. addition, subtraction, multiplication, division). If so,
re-direct them to the real definition.
Q: What’s the difference between a row and a column?

A: A row runs horizontally and is identified by a number, and a column runs vertically and is identified by
a letter.
Q: What does the intersection of a row and a column tell us?

A: The location of a cell. Ex. Cell A1 is Column A, Row 1. This is called the cell reference.
Q: What’s the difference between a relative and an absolute cell reference?

A: A relative cell reference identifies the location of a cell and changes when the formula is copied to
other cells. In contrast, an absolute cell reference does not change when it is copied and pasted to
other cells.
Evaluation
Informal Assessment (LSI Quadrant III):
Teacher will observe student demonstrators and student observers during guided practice to
assess student understanding of concepts and techniques. Revision/re-teach will occur as
needed before moving to Independent Practice portion of the lesson.
Teacher will circulate through the lab as students work independently to redirect/re-teach as

necessary.
Formal Assessment (LSI Quadrant III, IV):

Teacher will use Spreadsheet Formulas Assignment Rubric (pdf) to grade the Spreadsheet
Formulas Assignment (pdf).
Extension
Extension/Enrichment (LSI Quadrant IV):
Students can use the skills and techniques for future excel and MS Office integration projects.

Basic
Spreadsheet
Formulas
Vocabulary
Created by The University of North Texas in partnership with
the Texas Education Agency
Excel Formulas
Allow you to perform calculations on data

entered into a spreadsheet.

Data
Information (values, or numbers;

labels, or text; and date/time) that is
stored in a spreadsheet program.
Spreadsheet
A table used to store various types of

data.
Cells
The basic storage unit for data in a

spreadsheet, and the intersection point
of a column and a row. In Excel, each
rectangular box is referred to as a cell.
Rows
Rows run horizontally in Excel and are

identified by a number in the row header.
Columns
Columns run vertically in Excel and are

identified by a letter in the column
header.
Cell Reference
The cell reference identifies the location of a

cell, and consists of the column letter and
row number that intersect at the cell’s
location.
Relative Cell Reference
Identifies the location of a cell and

changes when the formula is copied to
other cells.
Absolute Cell Reference
An absolute cell reference does not

change when it is copied and pasted to
other cells.
Lesson Outline
Created by The University of North

Texas in partnership with the Texas
Education Agency
II. Relevance of Spreadsheets to Everyday Life
A. Purpose of a spreadsheet
1. Keep track of money
2. Keep up with statistics
3. Managing information
4. Analyzing information
5. Presenting information

1. How do you think businesses kept up with
finances, payroll, inventory, etc. before
computers?
2. How do you think electronic spreadsheets have
transformed businesses today?

C. Brainstorm some ways that spreadsheets can be
used in everyday life:
1. Sports Stats (ex. Batting average)
2. Grades
3. Budgets
4. Inventory
5. Buying a car

III. Basic Formulas in Excel
A. Addition – Formula is:
=cell 1+cell2+cell3+cell4 (and so on)
Example:
=a1+a2+a3+a4 will add the values in
cells a1, a2, a3 and a4

B. Subtraction – Formula is:
=cell 1-cell4
Example:
=a1-a4 will subtract the value in cell a4
from the value in a1

C. Multiply – Formula is:
=cell 1*cell4
Example:
=a1*a4 will multiply the value in cell a1
by the value in a4

D. Divide – Formula is:
=cell 1/cell4
Example:
=a1/a4 will divide the value in cell a1 by
the value in a4

E. Relative Vs. Absolute Cell References
Relative cell reference identifies the
location of a cell and changes when the
formula is copied and pasted to other
cells. An absolute cell reference does
not change.

IV. Assignment: Create a spreadsheet with formulas
A. Addition
B. Subtraction
C. Multiplication
D. Division
E. Relative Cell Reference

V. Assignment:
Think of your own personal spreadsheet
need and use the formulas in the lesson in
the spreadsheet. Fill in your personal
spreadsheet topic on your organizer.

Basic Spreadsheet Formulas
Demonstration/Guided Practice Notes for Instructor
Using the „My Stocks and Investments‟ example, you will demonstrate
manually typing in formulas and point-and-click formulas for the class.
This might require some background on the nature of investing and
computing gain/loss.
Minimize the PowerPoint, and open the file.
Using Cell F3, type in the formula „=d3*e3‟. Show how excel returns
the value within the cell and references cell d3 and e3.
Delete the formula, and now do the same thing with Point and click.
Type =, point to cell d3, click it – type in the „*‟ symbol and click cell
e3.
Delete the formula again, and have a student demonstrate/replicate
what you just did – or if you‟re in a lab environment, have the class
enter the data and enter the formulas with you.
Now show how this “relative formula” morphs itself when copied down
the column. Ex – the formula becomes =d4*e4.
Do the same thing for Current Value (formula will be =d3*g3),
Gain/Loss (formula will be =h3-f3), and percent gain loss (formula will
be =i3/f3). Again, demonstrate the relative nature of the formulas.
Next, demonstrate the addition/Sum formula in cell d7 by typing in
=d3+d4+d5+d6 to get the total number of shares.

Vocabulary Organizer for Basic Spreadsheet Formulas Lesson
Excel Formulas: Allow you to perform ___________ on _______ entered into a

spreadsheet.
Data: ___________ (values, or numbers; labels, or text; and date/time) that is

___________ in a spreadsheet program.
Spreadsheet: A ___________ used to store various types of data.
Cells: The ___________ _________ ________ for data in a spreadsheet, and the
______________ point of a column and a row. In Excel, each
___________ ____ is referred to as a cell.
Rows: Rows run ______________ in Excel and are identified by a ___________

in the row header.
Columns: Columns run ____________ in Excel and are identified by a ___________

in the column header.
Cell Reference: The cell reference identifies the ____________ of a cell, and consists of
the column _________ and row _________ that intersect at the cell’s
location.
Relative
Cell Reference: _________ for all Excel cell references. It identifies the location of a cell
and __________ when the formula is copied to other cells. In other words,
it’s relative to where it is in the spreadsheet.
Absolute
Cell Reference: In contrast to relative cell references, an absolute cell reference _______
_____ change when it is copied and pasted to other cells. In other words, it
will absolutely reference the same cell no matter where it is in the
spreadsheet.
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Basic Spreadsheet Formulas Outline Organizer
I. Terms/concepts associated with the lesson (use Vocabulary Organizer to complete
definitions):
A. Excel Formulas –
B. Data –
C. Spreadsheet –
D. Cells -
E. Rows –
F. Columns –
G. Cell Reference –
H. Relative Cell Reference –
I. Absolute Cell Reference –

A. Purpose of a spreadsheet:
1. Keep track of __________
2. Keep up with __________
3. __________ information
1. How do you think businesses kept up with finances, payroll, inventory
etc. before computers?
______________________________
______________________________
______________________________
2. How do you think electronic spreadsheets have transformed businesses

today?
______________________________
______________________________
______________________________
C. Brainstorm some ways that spreadsheets can be used in everyday life.

1. _________________
2. _________________
3. _________________
4. _________________
5. _________________

A. Addition – Formula is: _______________
B. Subtraction – Formula is: _____________
C. Multiplication - Formula is: _____________
D. Division – Formula is: ______________
E. Relative Vs. Absolute
______________________________
______________________________
______________________________
IV. Assignment: Create a spreadsheet with formulas (see Spreadsheet

Assignment Sheet):
A. Addition
B. Subtraction
C. Multiplication
D. Division
E. Relative Vs. Absolute Cell References
V. Think of your own personal spreadsheet need and use the formulas from this
lesson in the spreadsheet. Fill in your personal spreadsheet topic here:
__________________________________.

Spreadsheet Formulas Assignment
Now that you’ve seen formulas work in Excel, you’re going to create your own
spreadsheet and apply the formulas we’ve learned today.
1. You will need to first decide what topic you’d like for your spreadsheet
(remember our brainstorm?).
2. Next, enter some “mock” data into the spreadsheet.
3. Finally, apply the addition, subtraction, multiplication, and division formulas to

your spreadsheet to interpret your data.

Basic Spreadsheet Formulas Evaluation Rubric
CRITERIA YES – 20 Points NO – 0 Points POINTS
Included at least one Did not include a working

1 Addition Formula working addition formula addition formula

1 Subtraction working subtraction subtraction formula
Formula formula

1 Multiplication working multiplication multiplication formula
Formula formula

1 Division Formula working division formula division formula
Formulas “copied” At least one formula was No formula was copied to

to relative copied to relative relative rows/columns
rows/columns rows/columns
Total Points: ________

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Lesson Plan

Course Title: Computer Applications

Session Title: Basic Spreadsheet Formulas

Lesson Duration: 45 Minutes

UNT in partnership with TEA, Copyright © 2008. All rights reserved. 1

110.xx(6)(D) – Foundations For Functions

110.xx(6)(B) – Vocabulary Development

Technology for All Americans Standard (ITEA & NSF)

UNT in partnership with TEA, Copyright © 2008. All rights reserved. 2

UNT in partnership with TEA, Copyright © 2008. All rights reserved. 3

II. Relevance of Spreadsheets to Everyday Life Use the Spreadsheet

UNT in partnership with TEA, Copyright © 2008. All rights reserved. 4

Refer to: the Directions

Ask for one or two

IV. Assignment: Create a spreadsheet with formulas After outline I.-III. is

Review the Spreadsheet

UNT in partnership with TEA, Copyright © 2008. All rights reserved. 5

Independent Practice (LSI Quadrant III):

Q: What are some “everyday uses” for spreadsheets?

Q: What is an Excel formula?

Q: What’s the difference between a row and a column?

Q: What does the intersection of a row and a column tell us?

Q: What’s the difference between a relative and an absolute cell reference?

UNT in partnership with TEA, Copyright © 2008. All rights reserved. 6

Formal Assessment (LSI Quadrant III, IV):

UNT in partnership with TEA, Copyright © 2008. All rights reserved. 7

Allow you to perform calculations on data

UNT in partnership with TEA, Copyright © 2008. All rights reserved. 2

Information (values, or numbers;

A table used to store various types of

The basic storage unit for data in a

Rows run horizontally in Excel and are

Columns run vertically in Excel and are

The cell reference identifies the location of a

Identifies the location of a cell and

An absolute cell reference does not

Created by The University of North

UNT in partnership with TEA, Copyright © 2008. All rights reserved. 2

UNT in partnership with TEA, Copyright © 2008. All rights reserved. 3

UNT in partnership with TEA, Copyright © 2008. All rights reserved. 4

=cell 1+cell2+cell3+cell4 (and so on)

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UNT in partnership with TEA, Copyright © 2008. All rights reserved. 7

UNT in partnership with TEA, Copyright © 2008. All rights reserved. 8

UNT in partnership with TEA, Copyright © 2008. All rights reserved. 9

UNT in partnership with TEA, Copyright © 2008. All rights reserved. 10

UNT in partnership with TEA, Copyright © 2008. All rights reserved. 11

Demonstration/Guided Practice Notes for Instructor

manually typing in formulas and point-and-click formulas for the class.

This might require some background on the nature of investing and

Minimize the PowerPoint, and open the file.

Delete the formula again, and have a student demonstrate/replicate

enter the data and enter the formulas with you.

the column. Ex – the formula becomes =d4*e4.

Do the same thing for Current Value (formula will be =d3*g3),

be =i3/f3). Again, demonstrate the relative nature of the formulas.

Next, demonstrate the addition/Sum formula in cell d7 by typing in

=d3+d4+d5+d6 to get the total number of shares.

Excel Formulas: Allow you to perform ___________ on _______ entered into a

Data: ___________ (values, or numbers; labels, or text; and date/time) that is

Spreadsheet: A ___________ used to store various types of data.

Rows: Rows run ______________ in Excel and are identified by a ___________

Excel Formulas: Allow you to perform _____ on _ entered into a

Rows: Rows run ____ in Excel and are identified by a _

Columns: Columns run __ in Excel and are identified by a _