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Excel Functions Accounting

Business • 60 • 25 students • Created with AI following Aligned with Australian Curriculum (F-10)

Business
60
25 students
19 June 2026

Teaching Instructions

Create a lesson plan for Year 10 Victorian students for Business and Economics class on the topic: Basic functions of Excel to use in accounting. The lesson plan should follow this 4-part format:

  1. Checking prior knowledge (10-15 mins)
  2. Main content (explicit teaching with videos and discussion) (20 mins)
  3. Activity (videos and activity) (15-20 mins)
  4. Exit ticket (5 mins)

Include differentiation strategies for diverse learners, success criteria for each lesson part, extension activities for advanced learners, and dyslexia-friendly reading options. Use WALT (We Are Learning To) for each lesson part.

Lesson Overview

This lesson introduces Year 10 Victorian Business and Economics students to the basic functions of Microsoft Excel relevant to accounting practices. Students will develop skills in data organisation, formula application, and practical use of Excel to streamline accounting tasks. The lesson aligns with the Victorian Curriculum Economics and Business standards related to financial literacy, business operations, and ICT skills.


Learning Objectives

Victorian Curriculum Alignment:

  • VCEBD10: Apply business and economic knowledge and skills including ICT to problem-solve and make decisions in business contexts.
  • VCPSCSO011: Use digital systems and software (Excel) for data analysis relevant to business.
  • VCEBD11: Interpret financial information in accounting contexts.

1. Checking Prior Knowledge (10-15 mins)

WALT: We Are Learning To recall our existing knowledge of Excel and accounting basics.

Activities:

  • Starter discussion: Ask students to share their experiences with Excel or other spreadsheet software. What have they used it for before?
  • Brainstorm: On the whiteboard or digital equivalent, compile a list of basic Excel functions they know (e.g., SUM, AVERAGE).
  • Quick quiz: Verbal or Kahoot-style 5-question test on simple Excel concepts (cells, formula bar, rows/columns) and basic accounting terms (debits, credits, balance).

Success Criteria:

  • Students can name at least three Excel functions.
  • Students show understanding of basic spreadsheet structure.
  • Students demonstrate awareness of accounting terms.

Differentiation:

  • Provide a glossary sheet with dyslexia-friendly fonts and colour coding of key terms.
  • Pair students with mixed abilities for discussion to scaffold support.
  • Use visual aids such as diagrams showing spreadsheet layout.

Extension:

  • Encourage advanced learners to explain how Excel could be used for budgeting or small business accounting tasks.

2. Main Content: Explicit Teaching with Videos and Discussion (20 mins)

WALT: We Are Learning To understand and explain key Excel functions used in accounting.

Content Covered:

  • Introduction to Excel interface relevant to accounting (cells, rows, columns).
  • Basic accounting formulas in Excel:
  • SUM (to add totals)
  • AVERAGE (calculate average expenses or income)
  • IF statements (for conditional logic, e.g., if expenses exceed budget)
  • COUNT and COUNTA (counting entries).
  • Formatting techniques to organise data (currency formatting, cell borders).

Videos:

  • Short teacher-made or selected videos demonstrating these functions step-by-step with clear narration. Videos use large fonts, highlighted key terms, and slow pacing for accessibility.

Discussion Prompts:

  • How can these functions save time in accounting tasks?
  • In what kinds of business scenarios would each function be useful?
  • Ask students to predict what happens if formulas are input incorrectly.

Success Criteria:

  • Students can describe what each function does.
  • Students can identify real-life business uses for each function.
  • Students articulate how Excel can improve data accuracy.

Differentiation:

  • Provide printed step-by-step guides with screenshots in a dyslexia-friendly font.
  • Use live demonstration followed by peer explanation to reinforce learning.
  • Allow students to pause and re-watch videos as needed.

Extension:

  • Challenge advanced students to think about combining functions or creating nested IF statements for more complex accounting problems.

3. Activity: Guided Practice with Video and Excel Workbook (15-20 mins)

WALT: We Are Learning To apply Excel functions to complete basic accounting tasks.

Activity Structure:

  • Students watch a tutorial video guiding them through creating a simple accounting spreadsheet (e.g., recording income and expenses, calculating total profit).
  • Workbook task:
  • Enter sample data (provided).
  • Use SUM and AVERAGE formulas.
  • Format cells to display currency.
  • Apply IF statements to flag any negative balances.

Success Criteria:

  • Students correctly input formulas and formatting.
  • Students produce a functional Excel sheet that automatically calculates totals and highlights key information.
  • Students can explain their spreadsheet's function.

Differentiation:

  • Provide completed example as a reference for students who need support.
  • Use screen magnifiers or high-contrast colour schemes for visually impaired learners.
  • Offer one-on-one help during the activity for students with learning difficulties.

Extension:

  • Advanced learners create additional columns with percentage change calculations or create simple charts to visualise data.

4. Exit Ticket (5 mins)

WALT: We Are Learning To reflect on our understanding of Excel functions in accounting.

Exit Ticket Task:

  • Write a short response (3-4 sentences) answering:
  • Which Excel function did you find most useful today and why?
  • How can you see yourself using Excel in a future business or accounting role?

Success Criteria:

  • Students provide a clear example of an Excel function they learned.
  • Students link the function to a practical accounting scenario.

Differentiation:

  • Allow oral responses or video recordings as alternatives to written answers.
  • Provide sentence starters for students who need help structuring their response.

Extension:

  • Ask advanced students to propose a new function or automation they would like to learn next to further improve accounting tasks.

Additional Notes

Dyslexia-Friendly Reading Options:

  • Use OpenDyslexic font or similar for all handouts.
  • Avoid dense paragraphs, use bullet points and plenty of white space.
  • Use colour coding for headings and terms to guide focus.

Classroom Setup:

  • Arrange computer access so each student can work individually or in pairs.
  • Use projector for video and live demonstration.

This lesson plan not only meets the curriculum standards for Year 10 Business and Economics but builds foundational ICT and financial literacy skills vital for student success in accounting and business contexts.

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