Excel Spreadsheet Skills
scheme of work session1 session2 session3 session4 session5 session6 session7 session8 session9 session10 session11 session12 session13 session14 session15 session16 session17
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Description of unit
This unit introduces learners to the more advanced features and functions of spreadsheets. Learners will also be introduced to how spreadsheets can be used to support organisational activities such as credit control, sales forecasting and stock analysis. Spreadsheets can be set up as reusable templates which produce immediate results when data is input such as payroll or invoice templates.
Accounting and finance use spreadsheets to record the transactions made by organisations. They have replaced manual pages in ledgers, where income and expenditure are organised into rows and columns. Users can make use of inbuilt functionality to help them to understand the data without them needing specialist mathematical skills.
Utilities such as ordering, sorting and filtering will show the same data in different ways. Charts and graphs help to display information more visually. Complex calculations can be carried out using library functions or users can choose to create their own formulae. One of the main advantages of spreadsheet software is that it can be customised with buttons and macros. IT practitioners can use many features for example to restrict user access to whole workbooks, spreadsheets or parts of spreadsheets.
Spreadsheets can be saved in a number of different formats. The most useful format is comma separated value (csv), as this particular format can be read by many applications which means that data created in one type of spreadsheet software can easily be exported to other programs. This technology enables organisations to be more knowledgeable about their own activities. This, in turn, allows managers to make decisions more quickly which can lead to organisations gaining competitive advantage.
As IT practitioners, learners will need to be able to use spreadsheet software competently as well as being able to support users as part of a technical or helpdesk role.
Learning outcomes:
1 Understand how spreadsheets can be used to solve complex problems
2 Be able to create technically complex spreadsheets that are well structured and fit for purpose
3 Be able to use functions and formulae to solve complex problems
4 Be able to create efficient automated and customisable spreadsheets that enable easy analysis and interpretation.
Textbooks
Day A — Mastering Financial Mathematics with Excel (Financial Times Prentice Hall,
2005) ISBN 0764597809
Hart-Davis G — How to Do Everything with Microsoft Office Excel 2003 (McGraw-Hill
Education, 2003) ISBN 0072230711
Harvey G — Excel 2003 All-in-one Desk Reference for Dummies (Hungry Minds Inc US,
2003) ISBN 076453758X
Heathcote R — Further Excel 2000-2003 (Payne-Gallway Publishers, 2004)
ISBN 1904467768
Koneman P — Advanced Projects for Microsoft Excel 2000 (Prentice Hall, 2000)
ISBN 0130885444
Schmuller J — Statistical Analysis with Excel for Dummies (Hungry Minds Inc US,
2005) ISBN 0764575945
Simonn J — Excel Data Analysis, 2nd Edition (Hungry Minds Inc US, 2005)
ISBN 0764597809
Zapawa T — Excel Advanced Report Development (Hungry Minds Inc US, 2005)
ISBN 0764588117
Links to other sites with suitable resources
Last Revision Wednesday, January 18, 2012 9:13 AM