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PRDV208: Information Management and Processing

Unit 6: Spreadsheet Tools and Techniques   This unit will provide you with an overview of the basic features of the spreadsheet tool and introduces you to advanced spreadsheet features that you can apply to address business requirements. These advanced features include formulas, functions, templates, and charts. You will conclude this unit by examining how to create datasets and tables that can be used to perform advanced data and information analyses. Such analyses often help guide decision-making and achieve organizational and client needs in a business environment. Organizations are always creating new charts, graphs, reports, etc. to collect and show financial information.  For example, your boss may ask you to create an expense report that will be used to track employees’ costs for travel. This course will provide you with some other great examples of when you might need to use spreadsheet tools. If your boss came back a year later and asked you to consolidate all of the previous expense reports and show how the funds were spent based on certain categories (food, mileage, hotel, travel, etc.), then you would want to make this process efficient. This course will show you how to construct a standalone report and use that electronic data to feed future request for data or reports.

Unit 6 Time Advisory
This unit should take approximately 3.25 hours to complete.

☐    Subunit 6.1: 0.25 hours

☐    Subunit 6.2: 0.75 hours

☐    Subunit 6.4: 0.5 hours

☐    Subunit 6.5: 1 hour

☐    Subunit 6.6: 0.25 hours

☐    Subunit 6.7: 0.5 hours

Unit6 Learning Outcomes
Upon successful completion of this unit, the student will be able to: - summarize how the spreadsheet tool can be used in a business environment; - identify basic functions of the spreadsheet tool; - explain how the spreadsheet tool is used in a business environment to help inform business decisions; - describe how to design basic spreadsheet documents, including business forms and charts, using free formats, templates, and wizards as well as perform this task; - compare and contrast as well as discuss structured and unstructured data within a spreadsheet; and - describe how to design spreadsheet documents that integrate the use of formulas, functions, datasets, and tables as well as perform this task.

6.1 What is a Spreadsheet?   - Web Media: YouTube: Julia Hamilton’s “What is a Spreadsheet?” Link: YouTube: Julia Hamilton’s “What is a Spreadsheet?” (YouTube)

 Instructions: Please click on the link above and view this video
for an overview of Microsoft Excel 2007. This video also covers the
topic outlined in subunit 6.3.  

 Watching this video and pausing to take notes should take
approximately 15 minutes.  

 Terms of Use: Please respect the copyright and terms of use
displayed on the webpage above.

6.2 Basic Spreadsheet Features   - Web Media: YouTube: SchoolFreeware’s “Getting Started and the User Interface” Link: YouTube: SchoolFreeware’s “Getting Started and the User Interface” (YouTube)

 Instructions: Please click on the link above and watch this video
tutorial for information on features of the Microsoft Excel 2007
spreadsheet.  

 Watching this video and pausing to take notes should take
approximately 20 minutes.  

 Terms of Use: Please respect the copyright and terms of use
displayed on the webpage above.
  • Web Media: YouTube: 10minutetrain’s “Basic Spreadsheet” Link: YouTube: 10minutetrain’s “Basic Spreadsheet” (YouTube)

    Instructions: Please click on the link above and view this video for an overview of how to create a basic spreadsheet.

    Watching this video and pausing to take notes should take approximately 25 minutes.

    Terms of Use: Please respect the copyright and terms of use displayed on the webpage above.

6.3 How Is a Spreadsheet Used in a Business Environment?   Note: This topic is covered by the video in subunit 6.1. The first part of the video explains how spreadsheets are used in the business environment.

6.4 Applying Formulas and Functions in a Spreadsheet   6.4.1 What Is a Formula?   - Web Media: YouTube: DemoTrainer’s “Excel 2007: Use Simple Formulas to Do the Math” Link: YouTube: DemoTrainer’s “Excel 2007: Use Simple Formulas to Do the Math” (YouTube)

 Instructions: Please click on the link above and view this video
for an overview of how formulas are applied in a spreadsheet
application.  

 Watching this video and pausing to take notes should take
approximately 15 minutes.  

 Terms of Use: Please respect the copyright and terms of use
displayed on the webpage above.

6.4.2 What Is a Function?   - Web Media: YouTube: Ralph Phillips’ “Basic Functions in Excel” Link: YouTube: Ralph Phillips’ “Basic Functions in Excel” (YouTube)

 Instructions: Please click on the link above and view this video
for an overview of how functions are applied in a spreadsheet
application.  

 Watching this video and pausing to take notes should take
approximately 15 minutes.  

 Terms of Use: Please respect the copyright and terms of use
displayed on the webpage above.

6.5 Designing Business Forms and Charts   6.5.1 How to Create a Business Form   - Web Media: YouTube: 2torMee’s “Business Forms Available & Academic Forms” Link: YouTube: 2torMee’s “Business Forms Available & Academic Forms” (YouTube)

 Instructions: Please click on the link above and watch this video
for an overview of available business forms in a spreadsheet
application.  

 Watching this video and pausing to take notes should take
approximately 10 minutes.  

 Terms of Use: Please respect the copyright and terms of use
displayed on the webpage above.
  • Web Media: YouTube: MJDiDaC’s “Creating Spreadsheet Form” Link: YouTube: MJDiDaC’s “Creating Spreadsheet Form” (YouTube)

    Instructions: Please click on the link above and watch this video for an overview of how to create a business forms using a spreadsheet application.

    Watching this video and pausing to take notes should take approximately 5 minutes.

    Terms of Use: Please respect the copyright and terms of use displayed on the webpage above.

6.5.2 How to Create a Business Chart   - Web Media: YouTube: ExcellsFun’s “Charts Basics: Pie, Column, Bar, Line and X-Y Scatter” Link: YouTube: ExcellsFun’s “Charts Basics: Pie, Column, Bar, Line and X-Y Scatter” (YouTube)

 Instructions: Please click on the link above and watch this video
for an overview of how business charts are applied in a spreadsheet
application.  

 Watching this video and pausing to take notes should take
approximately 45 minutes.  

 Terms of Use: Please respect the copyright and terms of use
displayed on the webpage above.

6.5.3 How to Create a Business Form Using Functions and Formulas   Note: This topic is covered by the video in sub-subunit 6.5.1. The first part of the video explains how to create a business form using functions and formulas.

6.6 Structured vs. Unstructured Data   - Web Media: YouTube: Robert Primmer’s “Structured vs. Unstructured Data” Link: YouTube: Robert Primmer’s “Structured vs. Unstructured Data” (YouTube)

 Instructions: Please click on the link above and watch this video
for an overview of structured and unstructured data.  

 Watching this video and pausing to take notes should take
approximately 15 minutes.  

 Terms of Use: Please respect the copyright and terms of use
displayed on the webpage above.

6.7 Creating Datasets and Tables   6.7.1 What Is a Dataset?   - Web Media: YouTube: ExcellsFun’s “Data Sets, Excel Tables for Formulas & Charts” Link: YouTube: ExcellsFun’s “Data Sets, Excel Tables for Formulas & Charts” (YouTube)

 Instructions: Please click on the link above and watch this video
for an overview of datasets, tables, and how to create a business
form by using data sets and tables. This video also covers the
topics outlined in sub-subunits 6.7.2 and 6.7.3.  

 Watching this video and pausing to take notes should take
approximately 30 minutes.  

 Terms of Use: Please respect the copyright and terms of use
displayed on the webpage above.

6.7.2 What Is a Table?   Note: This topic is covered by the video in sub-subunit 6.7.1. The first part of the video explains how spreadsheets are used in the business environment.

6.7.3 How to Create a Business Form Using Data Sets and Tables   Note: This topic is covered by the video in sub-subunit 6.7.1. The first part of the video explains how spreadsheets are used in the business environment.