Lesson Plan: Basic Budgeting in Microsoft Excel - ESL Literacy ...

Lesson Plan: Basic Budgeting in Microsoft Excel (45 minutes) Outcomes:

create budget spreadsheet enter data into a spreadsheet write basic formulas in Microsoft Excel

Previous Content Covered: Budgeting vocabulary Microsoft Excel vocabulary Entering numbers and text into cells Using the Autosum icon to calculate totals Before Class: turn on all computers project instructor’s screen onto whiteboard 1:15pm

Entering Data into a Spreadsheet Ask learners to open their binders to their vocabulary sheets. Explain that I am going to say some instructions and I want them to follow the instructions and enter information into their spreadsheets. They can talk to a partner if they would like. On the whiteboard, show learners how to open Microsoft Excel from the Start button. Switch projector off. Read the following instructions aloud, repeating if necessary: Note: all vocabulary has been used in problem solving in the previous day’s lesson. Click on cell A1. Enter the word incoming. Press the Enter key. Click on cell A5. Enter the word total. Press the Enter key. Click on cell A7. Enter the word outgoing. Press the Enter key. Click on cell A12. Enter the word total. Press the Enter key. Click on cell B2. Enter the number 600. Press the Enter key. Click on cell B3. Enter the number 600. Press the Enter key. Click on cell B4. Enter the number 300. Press the Enter key.

1:30pm

Turn projector on. Circulate classroom as learners check their spreadsheet to the projected version and make any corrections. Formatting Data in a Spreadsheet Enter the following data and have learners do the same on their computers: Click on cell A2. Enter the words Paycheque Sept. 15. Press the Enter key.

Click on cell A3. Enter the words Paycheque Sept. 30. Press the Enter key. Click on cell A4. Enter the words Funding Sept. Press the Enter key. Talk about the spreadsheet. Do learners notice anything about the words? Try to draw out that they don’t fit in the cell into which they were typed. Show learners how to justify the columns by double clicking between the column indicators at the top of the spreadsheet.

1:45pm

Next, show learners how to select all of column B and then click the $ icon to change all of the numbers to dollar figures. ‘Clicking’ Formulas in Microsoft Excel Tell learners that they are going to learn how to write a formula in Microsoft Excel. Explain that formulas are instructions for the computer program. Ask learners to click on cell B5. Have them press the key on their keyboard with the equals sign. Explain that this sign tells the computer program to do a calculation. What do we want to add in this total? Elicit total incoming funds. Click on cell B2 and have learners take their hands away from their mouses. Discuss what appears in the formula bar. What do we want to add next? Repeat with B3 and B4. Then press Enter. What happened? Discuss. Populate cells A8 - A11 and B8 – B11 with various outgoing costs and have learners copy me. Ask them if they remember how to add the cells together? Repeat as above.

1:55pm

2:00pm

*Ensure that numbers used for outgoing expenses such as rent, utilities etc do not exceed the incoming total at the top of the spreadsheet. Saving a Spreadsheet Have learners follow me as I save the file in a dedicated folder. Repeat as necessary. End