INF1060
spreadsheets
Making formulas
• In this module we will use the program Microsoft
Excel
• Like your calculator, you can use Excel to perform
many mathematical functions as well as organize
data
• In this module we will work on some basic
activities to get us started, then work on two
major assignments.
Command
^
*
/
+
>
<
Function
Exponentiation
Multiplication
Division
Addition
Subtraction
Greater Than
Less Than
More stuff
• Constants are numbers that remain
unchanged in the formula. For example, in
=2+3 the numbers 2 and 3 are constant. The
only way to change this is to edit the formula
• Variables are values with numbers that can
vary or change according to how you set them
up
Activity 1
•
•
•
•
•
Open a blank excel document
Type in the number 12 in cell B4 and 144 in C4
Click on cell D4
Type =
Type the formula to multiply the two numbers
(B4*C4)
• Press Enter
• Save it as Activity 1
Activity 2- recreate this table
A
B
C
D
Expenses
January
February
March
5
Rent
500
500
500
6
Food
235
225
175
7
Phone
62
79
42
8
Utilities
175
203
225
9
Car Loan
350
350
350
10
Gasoline
100
105
120
1
Monthly
Budget
2
3
4
Activity 2- Next Steps
1. Enter the label “Total Expenses” into cell A11
2. Type into cell B11: =B5+B6+B7+B8+B9+B10
3. Press Enter to end the formula. Do this for the
other categories
4. Enter the total for cells C5 to C10 in cell C11
5. Change the monthly food bill for February to
240. See what happens.
6. Save this as Activity 2
• Note: Excel reads equations using BEDMAS
Functions
• There are over 200 functions in Excel. Here are
some examples:
• =Average(B6:C6:D6) would calculate the
average spent on food in the graph
• =sum(B6:C6:D6) adds them all together
Functions
To enter functions:
1. Click the cell where you want the formula
2. Type an equal = sign
3. Type the function name i.e. Average
4. Type in brackets the values you want to use
5. Press Enter
Horray! Are you a wizard?
Activity 2-2
1.
2.
3.
4.
5.
6.
Open Activity 2
Add the title Quarterly Report in cell C1
Enter the label “Total” in E3
Enter the formula =SUM(B5:C5:D5) in cell E5
Total the other rows
Save your work, replacing the original Activity
2
Activity 2-3
1.
2.
3.
4.
5.
6.
7.
Enter Average in cell F3
Enter Maximum in cell G3
Enter Minimum in cell H3
Enter =AVERAGE(B5:D5) in cell F5
Enter =MAX(B5:D5) in cell G5
6. Enter =MIN(B5:D5) in cell H5
The values in F5, G5 and H5 should be 500. Do
you see why?
8. Save your work
Activity 2-4
• Replace the cell contents of B11 with
=SUM(B5:B10)
• Edit C11 so it reads =SUM(C5:C10)
• Edit cell C1 to read “Quarterly Report 2012”
• Edit the Utilities for March to 205
• Delete the contents of cells in the range
E6:H10
Activity 2-5
1. Move the contents of cell A11 into A12
2. Move the contents of cells B11:D11 down to
B12:D12
3. Copy the formula in cell E5 into E6
4. Copy the formula in cell E6 into the range
E7:E10
5. Copy the formulas in the range F5:H5 into
the range F6:H10
Hand in this activity
(not for marks, just to see how you do)
• Label your activity:
Lastname.FirstnameSpreadsheet1. Hand it into
the INF1050 Folder
Next Activity- Graphs- Activity 3- Is on the next
page!
This one is for marks!
Use These Fake Hockey Stats – 1 Team
Mr. Rattray has terrible hockey
knowledge
Creating a Graph
• Simply highlight the information you wish to
use. In this case, all of it.
Next steps
Go to the Insert tab and click on column. Select 2-D Column
• You should have something like this. Move the
graph down below and make it bigger.
Adjusting the X-Axis
Double click on the X-axis on the graph
Next Steps
• Adjust the number under Major Unit to Fixed
and 10 . See what happens.
One Set of Data
• This time select only ONE set of data and under Insert select a 2-D Bar
Graph for this one set of data. You will have to select the player names as
well as. This time, adjust the Axis Major Unit to “1” so that the axis goes
1, 2, 3, 4, 5, 6, etc. instead of skipping numbers.
Two Players
• Select the info for two players:
• Exclude Height and Weight for this selection if
it is part of your data.
Select the Area Graph
Put all 3 graphs below the table
• Voila! You have finished the 1st assignment
• (this one is for marks)
• Call this assignment Activity 3 and leave it in
your INFO folder.
• Email it to me at [email protected]
Main Assignment
• You will get to create your own monthly
budget system, using our template
• We are pretending that you are living on your
own.
• You will figure out how much extra money you
will have left over to spend on other things
and how much you can put into your savings.
Main Assignment
• You will have to create specific columns for
the things you would spend money on
• Create columns for rent, food, transportation,
entertainment, clothing, and miscellaneous
• You will also have a columns for you earnings
from your part-time job and a column for the
money used from your savings
How Do I Do This?
Copy this EXACTLY as
shown. I had to split the
picture in two
How much you
spent on
something
How much you got
paid or made
Your overall
balance
FORMULAS
How much you
spent on
something
How much you got
paid or made
=F11-D12+E12
So this takes your current balance, subtracts
the last payment you made (D12), and adds
in any money you may have made (+E12)
Copy this formula down the column
Keeping Track
If you buy something, record
it’s price in the appropriate
column.
Record the date and
whereabouts of an item
you have purchased in
this column
Record the amount for the
item here as well. This is
important because this is for
the formula
Keeping Track More
This is for cheques. Your
rent will have to be paid
in cheques
If you take any money out,
record this here then put it in
the Amount Paid column too
Way Down Low
Make this down at the bottom all the way across to the T Column. The bottom
Row that you see is down at Row 123.
We will use this to record what happens at the end of the month
Formulas!
Here, use a Summary
formula for all of the G
columns that are used.
This column
shows your total
expenses
This column represents
Your budget
Here, put =N13. Then
copy the formula down.
The N column is where
we record anything put in
your savings
Formulas!
Create a sum of everything
used in the R column.
Create a sum of
everything in the T
column
Details
• You work part-time. You are paid every two weeks. You make $500 every
two weeks bussing tables at a restaurant
• You have to pay 60 dollars a month for a bus pass
• You go shopping for food once every week. Each week you spend $66 on
groceries.
• Your rent is $480 a month. You have a room mate. It’s too bad they smell
like rotten eggs, but at least you are splitting the rent.
• You spend $20 a week on entertainment/ eating out
• Your Shaw phone and internet bill is $70 a month
• You withdraw $20 from an ATM every month for miscellaneous
adventures!
Details
• Before you left for the city, you saved $600, but
your apartment was unfurnished, so you have to
buy a bed, dresser, table and sheets. Figure out
how much these cost by going to IKEA’s website
or Walmart. Find some cheap stuff!
• This spreadsheet you make will cover 3 months.
There will be 3 pages total, one for each month.
This will be explained later.
The Budget
• Once you think you know how much everything costs,
estimate how much it will be by putting it in your budget
column. Where the Zeroes are in this picture.
Under or Over Budget?
R9- R123
This part of your
budget will tell you if
you are under or over
budget, and by how
much compared to
your estimates on
slide 37.
T9- T123
Starting Next Month
In this cell enter this formula. It
will carry over your money from
last month. Repeat for the next
page with this month.
Life Comes At You Fast!
Include the following in your expenses:
• In February you unexpectedly caught fire. You
no longer have a nice pair of jeans and have to
buy another. Include $40 in your costs.
• In March you went out with your friends for
dinner and spent $50.
• In April you had to take a cab. Add $40 to this
month.
Figure Out:
1. How much you have left over in your chequing account at the end of 3 months
2. Your total savings for 3 months
3. How much you spend in a month
4. How much you can budget in each category monthly (the part at the top of the
sheet with the categories) without going broke?
5. Assuming your budget is the same for the next 8 months, what will your savings,
earnings and expenses possibly look like? Provide an estimate and how you came to
your conclusion.
Include this information in a separate Word document to hand in as well. Call your
document Lastname.Firstname SpreadsheetAssignment
Save and Hand In!!!
• Don’t forget to make this for 3 months
• Email your assignment to
[email protected]
• The end!