New Perspectives on Microsoft Excel 2016 Instructor’s Manual 1 of 8
Microsoft Excel 2016
Module 3:
Performing Calculations with Formulas and Functions
A Guide to this Instructor’s Manual:
We have designed this Instructor’s Manual to supplement and enhance your teaching experience
through classroom activities and a cohesive module summary.
Table of Contents
Module Objectives
Making Workbooks User-Friendly
1
1
Using Excel Functions
2
Performing What-If Analyses
3
Interpreting Error Values
3
4
5
6
End of Module Material
6
AutoFilling Formulas and Data
3
Module Objectives
Students will have mastered the material in this module when they can:
Document formulas and data values
Explore function syntax
Use relative and absolute cell references
Use the Quick Analysis tool
Making Workbooks User-Friendly
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LECTURE NOTES
Explain how to document formulas
CLASSROOM ACTIVITIES
Classroom Discussion: What are the benefits of documenting the contents of a workbook? (Answer:
Helps to avoid errors and confusion; helpful to explain the formulas and terms used in the calculations;
serve as a check that equations are accurate; anyone who needs to enter data in the workbook or
Using Excel Functions
LECTURE NOTES
Review function categories
Discuss function syntax
TEACHER TIP
A function is a predefined, or built-in, formula for a commonly used calculation. Each Excel function has a
name and syntax. The syntax specifies the order in which you must enter the different parts of the function
and the location in which you must insert commas, parentheses, and other punctuation. Arguments are
numbers, text, or cell references used by the function to calculate a value. Some arguments are optional.
CLASSROOM ACTIVITIES
Class Discussion: What is the difference between the COUNT and the COUNTA functions? (Answer:
The COUNT function tallies how many cells in a range contain numbers or dates, stored as numeric
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values; the COUNTA function tallies how many cells contain entries, whether they are numbers, dates,
or text.)
Quick Quiz:
1. True/False: Functions are organized in the Function Library group. (Answer: True)
2. True/False: To add a collection of numbers, use the COUNT function. (Answer: False)
LAB ACTIVITIES
Divide students into groups of two or three. Assign each group one of the functions found in the
Function Library group on the Formulas tab. Ask each group to use the help available to research their
Performing What-If Analyses
LECTURE NOTES
Explain how a what-if analysis can be used
CLASSROOM ACTIVITIES
Class Discussion: How would you perform a what-if analysis by trial and error? (Answer: Change the
value of the worksheet cell (input cell); observe its impact on one or more calculated cells (the results
cells); repeat until the desired results are achieved.) How would you perform a what-if analysis using
Goal Seek? (Answer: On the Data tab, in the Data Tools group, click the What-If Analysis button, and
Interpreting Error Values
LECTURE NOTES
Discuss how to interpret error values
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CLASSROOM ACTIVITIES
Class Discussion: Review Figure 3-15. The error value messages themselves are not very descriptive or
helpful. How would you help locate an error? (Answer: Point to the error indicator and read the
ScreenTip that appears with more information about the source of the error.)
Quick Quiz:
AutoFilling Formulas and Data
LECTURE NOTES
Demonstrate how to use the AutoFill feature
TEACHER TIP
The fill handle is a small black square located in the lower-right corner of a selected cell or range. When
you drag the fill handle, Excel automatically fills in the formulas and formats used in the selected cells. This
technique is also known as AutoFill. The same rules for relative, absolute, and mixed references apply for
CLASSROOM ACTIVITIES
Class Discussion: What is a series? How do you create a series using AutoFill? (Answer: A series is
number of objects or events arranged or coming one after the other in successionnumbers, dates, or
text based on a pattern. To create a series of numbers, you enter the initial values in the series in a
selected range and then use AutoFill.)
Quick Quiz:
Exploring Cell References
LECTURE NOTES
Discuss and demonstrate relative cell references
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TEACHER TIP
Many students have a difficult time knowing when and how to use relative, absolute, and mixed references.
Mastering this skill will help them to create useful worksheets quickly that also yield the correct results.
Applying this concept incorrectly can cause a great deal of error. Remind them it is always important to
check their results to see if they make sense. Spend time covering each reference type and when each
would be used.
A mixed reference is a cell reference that contains both relative and absolute references.
You can switch among absolute, relative, and mixed references in a formula when in editing mode or on the
formula bar by selecting the cell reference in your formula and then pressing the F4 key repeatedly to
toggle through the reference options.
CLASSROOM ACTIVITIES
Classroom Discussion: What are the differences among relative, absolute, and mixed references?
(Answer: To enter a relative reference, type the cell reference as it appears in the worksheet. For
example, enter B2 for cell B2. To enter an absolute reference, type $ (a dollar sign) before both the
row and column references. For example, enter $B$2. To enter a mixed reference, type $ before
either the row or column reference. For example, enter $B2 or B$2.Part of writing effective
Quick Quiz:
1. Use the _______ symbol to make a cell reference absolute. (Answer: C)
A. asterisk (*)
B. number (#)
C. dollar sign ($)
D. equal sign (=)
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Summarizing Data with the Quick Analysis Tool
LECTURE NOTES
Demonstrate how to use the Quick Analysis Tool to generate columns and rows of summary
statistics and formals
CLASSROOM ACTIVITIES
Classroom Discussion: For what types of information would you use the Quick Analysis tool? Why
Working with Dates and Date Functions
LECTURE NOTES
Demonstrate how to enter Date functions
Show how to display the current date with the TODAY function
Explain how to find the next weekday with the WORKDAY function
TEACHER TIP
Creative Thinking Activity: If you want to create a date value for the date represented by the year,
month, and day arguments, you use which function? (Answer: DATE) If you want to create a
Using Lookup Functions
LECTURE NOTES
Demonstrate how to use a lookup function
Explain how to find an exact match with the VLOOKUP function
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values in the first column of the lookup table. An exact match lookup occurs when the lookup value
falls within a range of numbers in the first column of the lookup table.)
Quick Quiz:
Working with Logical Functions
LECTURE NOTES
Demonstrate how to use and insert the IF function
Review comparison operators
TEACHER TIP
Review the basic concepts of a logical function with the students. A function that determines whether a
condition is true or false is called a logical function. Excel supports several logical functions such as AND,
FALSE, IF, NOT, OR, and TRUE. A very common function is the IF function, which uses a logical test to
CLASSROOM ACTIVITIES
Class Discussion: What is a logical function? (Answer: A logical function is a function that works with
values that are either true or false.) What does the following function mean? =IF(A1=B1, 100, 50
(Answer: The formula compares the values in cells A1 and B1. If they’re equal, a value of 100 will show;
End of Module Material
Review Assignments: Review Assignments provide students with additional practice of the skills they
learned in the module using the same module case, with which they are already familiar. These
assignments are designed as straight practice and do not include anything of an exploratory nature.
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Apply. In this type of Case Problem, students apply the skills that they have learned in the module to
solve a new problem.
Create. In a Create Case Problem, students are either shown the end result (such as a finished Word
document) and asked to create the document based on the figure provided, or, students are asked to
create something from scratch in a more free-form manner.