Excel Basics Introduction

Overview

This 80-minute lesson introduces Year 7 students to Microsoft Excel, focusing on essential skills such as navigating the interface, entering data, formatting cells, and using basic functions (SUM and AVERAGE). This session serves as the foundation for the four-lesson unit Excel for Sports Finance, where students will apply Excel skills to create a financial model relevant to sports contexts.

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National Curriculum Links

Computing - Key Stage 3 (Years 7-9):

• Design, write and debug programs that accomplish specific goals, including controlling or simulating physical systems; solve problems by decomposing them into smaller parts
• Use logical reasoning to explain how some simple algorithms work and to detect and correct errors in algorithms and programs
• Use search technologies effectively, appreciate how results are selected and ranked, and be discerning in evaluating digital content
• Select, use and combine a variety of software (including internet services) on a range of digital devices to design and create a range of programs, systems and content that accomplish given goals
• Understand computer networks including the internet; how they can provide multiple services, such as the world wide web; and the opportunities they offer for communication and collaboration

Mathematics (KS3 Transition and Numeracy):

• Interpreting and representing data, including use of tables, charts and simple averages
• Developing basic skills with spreadsheets supports understanding of data representation and manipulation

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Learning Objectives

By the end of the lesson, students will be able to:

1. Identify key components of the Excel interface including the ribbon, formula bar, worksheet tabs, and grid cells.
2. Enter and edit data accurately in worksheet cells.
3. Format cells (text alignment, font styles, cell borders, and number formats) for clear presentation.
4. Apply basic functions SUM and AVERAGE to calculate totals and mean values.
5. Reflect on how these skills prepare them to model financial data related to sports.

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Resources

• Computers with Microsoft Excel installed (1 per student)
• Projector/screen for demonstration
• Printed step-by-step quick reference guides (tailored for Year 7)
• Sample sports finance dataset (simple income and cost figures)
• Whiteboard and markers for teacher modelling
• Sticky notes for exit ticket activity

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Lesson Structure

0-10 mins: Starter & Introduction

• Icebreaker: Ask students what they know or have seen about spreadsheets. Link discussion to sports finance (e.g., tracking scores, money management).
• Lesson Objective Overview: Show clear objectives on the board; emphasise how Excel is a tool for managing data and finance in sports.
• Stimulus: Brief live demonstration of Excel opening and basic layout using projector.

10-25 mins: Exploring the Interface

• Guided Walkthrough:
  • Show ribbon and explain the tabs (Home, Insert, Formulas).
  • Explain worksheet grid, columns, rows, and cells.
  • Demonstrate how to select cells and move between them using keyboard and mouse.
• Student Activity:
  • Students open Excel and replicate navigating the interface with instructor prompts.
  • Complete a labelled worksheet to identify parts of the interface.

25-45 mins: Data Entry & Formatting

• Teacher Demonstration:
  • Enter text, numbers and dates into sample cells.
  • Copy and paste cells.
  • Format cells: font type, bold, italics, cell colour fill, borders, text alignment.
  • Introduce number formats (currency for costs/revenue).
• Paired Work:
  • Students practise entering provided sports financial data (e.g., ticket sales, merchandise income).
  • Format data to make the table clear and professional-looking.

45-65 mins: Introduction to Functions (SUM & AVERAGE)

• Explain the concept of functions and formulas (show formula bar).
• Demonstrate how to write SUM and AVERAGE formulas using sample data.
• Guided Practice:
  • Students input formulas to calculate total income and average ticket price.
  • Encourage use of formula autofill to copy formulas efficiently.
• Class discussion: How these calculations help sports teams manage budgets.

65-75 mins: Plenary and Reflection

• Quiz (using sticky notes): On one sticky note, students write one new thing they learned.
• Exit ticket: Name one Excel feature that will help with sports finance modelling and why.

75-80 mins: Recap & Homework Briefing

• Recap the key points from today’s lesson.
• Homework overview: Students to brainstorm 5 sports-related income/cost items they would like to track using Excel for next lesson.

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Assessment

• Formative:
  • Observation during paired and individual activities.
  • Completed labelled worksheet identifying interface components.
  • Accuracy of data entry and formatting.
  • Successful use of SUM and AVERAGE formulas checked during lesson.
• Summative:
  • Exit ticket responses evaluating understanding.
  • Homework brainstorming showing engagement and application.

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Differentiation

• Support:
  • Use printed Excel interface guides with visuals for EAL or SEN students.
  • One-to-one support during practice activities.
• Challenge:
  • Encourage more confident students to experiment with additional Excel functions like COUNT.
  • Prompt learners to create their own small Excel table rather than use provided data.

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Cross-Curricular Links

• Numeracy: Applying mathematical operations and interpreting averages.
• PE/Sports Studies: Contextual application of finance to sports teams.
• English: Clear communication through presentation of data tables.

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Teacher Tips

• Use real-world sports finance examples (e.g., football club merchandise sales) to engage students.
• Encourage students to verbalise their thinking when using formulas to solidify understanding.
• Physically demonstrate Excel shortcuts to build efficiency skills early.

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By the end of this lesson, students will have practical, age-appropriate skills in Excel that set the foundation for creating a dynamic sports finance model in future lessons, firmly aligned with computing and maths curriculum goals.