Topic: Manage Worksheets and Workbooks

I. Welcome & Course Overview

    Introductions

    Overview of Program Schedule

    Overview of Learning Objectives

II. Pre-Assessment

Pre-quiz on managing worksheets and workbooks

(Optional for Basic and Beginner, but highly recommended for Intermediate and advanced level students)

Purpose: To establish baseline knowledge and identify areas requiring emphasis

III. Class Instruction - Manage worksheets and workbooks

Live demonstration of the following Excel features

Customizing the Quick Access Toolbar. 

Freezing Worksheet Rows and Columns. 

Modifying Basic Workbook Properties. 

Inserting and Removing Hyperlinks. 

Adjusting Row Height and Column Width. 

Displaying Formulas.

Display and modify worksheets in different views. 

Searching for Data Within a Workbook. 

Setting a Print Area. 

Managing Comments and Notes.

IV. Assessment and Homework

Post-Assessment: Complete post-quiz covering lesson content

Due Date: Before the next scheduled class session

Purpose: Evaluate knowledge retention and skill acquisition

V. Note: 

It’s completely normal not to get every question right on the first attempt or to redo a task in the post-quiz. This is a natural and important part of the learning process. You can take the graded quiz multiple times to achieve a passing score of 80% or higher.

Topic: Managing Data Cells and Ranges

I. Check-In

Brief review of week 1 content: Manage Worksheets and Workbooks

Address questions from the post-quiz or homework

Student feedback and discussion

Preview of week 2 learning objectives

II. Pre-Assessment

Pre-quiz on managing data cells and ranges

(Optional for Basic and Beginner, but highly recommended for Intermediate and advanced level students)

Purpose: Establish baseline knowledge and identify areas requiring emphasis

III. Class Instruction - Manage Data Cells and Ranges

Live demonstration of the following Excel features:

Pasting Data Using Paste Special Options

Filling Cells Using Auto Fill

Inserting and Deleting Multiple Columns or Rows

Formatting Cells and Ranges

Merging and Unmerging Cells

Modifying Cell Alignment, Orientation, and Indentation

Formatting Cells Using Format Painter

Wrapping Text Within Cells

Applying Cell Styles

Clearing Cell Formatting

IV. Assessment and Homework

Post-Assessment: Complete post-quiz covering lesson content

Due Date: Before the next scheduled class session

Purpose: Evaluate knowledge retention and skill acquisition

V. Note:

It’s completely normal not to get every question right on the first attempt or to redo a task in the post-quiz. This is a natural and important part of the learning process. You can take the graded quiz multiple times to achieve a passing score of 80% or higher.

Topic: Manage Tables and Table Data

I. Check-In

Brief review of week 2 content: Managing Data Cells and Ranges

Address questions from the post-quiz or homework

Student feedback and discussion

Preview of week 3 learning objectives

II. Pre-Assessment

Pre-quiz on managing tables and table data

(Optional for Basic and Beginner, but highly recommended for Intermediate and advanced level students)

Purpose: Establish baseline knowledge and identify areas requiring emphasis

III. Class Instruction - Manage Tables and Table Data

Live demonstration of the following Excel features:

Creating and Formatting Tables

Creating Excel Tables from Cell Ranges

Applying Table Styles

Converting Tables to Cell Ranges

Adding or Removing Table Rows and Columns

Configuring Table Style Options

Adding Banded Rows and Columns

Inserting and Configuring Total Rows

Filtering Records

Sorting Data by Multiple Columns

IV. Assessment and Homework

Post-Assessment: Complete post-quiz covering lesson content

Due Date: Before the next scheduled class session

Purpose: Evaluate knowledge retention and skill acquisition

V. Note: 

It’s completely normal not to get every question right on the first attempt or to redo a task in the post-quiz. This is a natural and important part of the learning process. You can take the graded quiz multiple times to achieve a passing score of 80% or higher.

Topic: Performing Operations Using Formulas and Functions - Part 1

I. Check-In

Brief review of previous content: Managing Tables and Table Data

Address questions from the post-quiz or homework

Preview of Week 4 learning objectives

II. Pre-Assessment

Pre-quiz on formulas and functions

(Optional for Basic and Beginner, but highly recommended for Intermediate and advanced level students)

Purpose: Establish baseline knowledge and identify areas requiring emphasis

III. Class Instruction - Performing Operations Using Formulas and Functions - Part 1

Live demonstration of the following Excel features:

A. Statistical Functions

Performing Calculations Using the AVERAGE() Function

Identifying Maximum Values Using the MAX() Function

Identifying Minimum Values Using the MIN() Function

Calculating Totals Using the SUM() Function

B. Counting Functions

Counting Numeric Values Using the COUNT()  Function

Counting Non-Empty Cells Using the COUNTA() Function 

Counting Empty Cells Using the COUNTBLANK() Function

C. Logical Functions 

Performing Conditional Operations Using the IF() Function

IV. Homework

Try Pre-Quiz: Complete pre-quiz covering lesson content

(Optional for Basic and Beginner, but highly recommended for Intermediate and advanced level students)

Purpose: Evaluate knowledge retention and skill acquisition, establish baseline knowledge, and identify areas requiring emphasis.

V. Note: 

It’s completely normal not to get every question right on the first attempt or to redo a task in the post-quiz. This is a natural and important part of the learning process. You can take the graded quiz multiple times to achieve a passing score of 80% or higher.

Topic: Performing Operations Using Formulas and Functions - Part 2

I. Check-In

Brief review of previous content: Formulas and Functions - Part 1

Address questions from the post-quiz or homework

Preview of Week 5 learning objectives

II. Class Instruction - Performing Operations Using Formulas and Functions - Part 2

Live demonstration of the following Excel features:

A. Text Extraction Functions

Extracting Text Using the RIGHT() Function

Extracting Text Using the LEFT() Function

Extracting Text Using the MID() Function

B. Text Case and Length Functions 

Converting Text to Uppercase Using the UPPER() Function 

Converting Text to Lowercase Using the LOWER() Function 

Determining Text Length Using the LEN() Function

C. Text Combination Functions 

Combining Text Using the CONCAT() Function 

Joining Text with Delimiters Using the TEXTJOIN() Function

III. Assessment and Homework

Post-Assessment: Complete post-quiz covering lesson content

Due Date: Before the next scheduled class session

Purpose: Evaluate knowledge retention and skill acquisition

IV. Mid-Course Feedback and Progress: 

I value your feedback and would love to hear about your progress so far. If you'd like to discuss your experience or have any questions, please feel free to email me or visit during my office hours.  

V. Note: 

It’s completely normal not to get every question right on the first attempt or to redo a task in the post-quiz. This is a natural and important part of the learning process. You can take the graded quiz multiple times to achieve a passing score of 80% or higher.

Topic: Manage Charts

I. Check-In

Brief review of previous content: Formulas and Functions - Part 2

Address questions from the post-quiz or homework

Preview of Week 6 learning objectives

II. Pre-Assessment

Pre-quiz on managing charts 

(Optional for Basic and Beginner, but highly recommended for Intermediate and advanced level students)

Purpose: Establish baseline knowledge and identify areas requiring emphasis

III. Class Instruction - Manage Charts

Live demonstration of the following Excel features:

A. Chart Creation

Creating Charts from Data Ranges

Creating Chart Sheets

B. Chart Data Management

Adding Data Series to Charts 

Switching Between Rows and Columns in Source Data

C. Chart Formatting and Customization 

Adding Chart Elements (titles, labels, legends, gridlines) 

Modifying Chart Elements 

Applying Chart Layouts 

Applying Chart Styles

D. Chart Accessibility 

Adding Alternative Text to Charts for Accessibility

IV. Assessment and Homework

Post-Assessment: Complete post-quiz covering lesson content

Post-Assessment: Quiz All Modules

Due Date: Before the next scheduled class session

Purpose: Evaluate knowledge retention and skill acquisition

V. Note: 

It’s completely normal not to get every question right on the first attempt or to redo a task in the post-quiz. This is a natural and important part of the learning process. You can take the graded quiz multiple times to achieve a passing score of 80% or higher.

Topic: Data Analysis and Visualization Using Excel - Part 1

I. Check-In

Brief review of previous content: Manage Charts

Address questions from the post-quiz or homework

Student feedback and discussion

Preview of Week 7 objectives

II. Class Instruction - Data Analysis and Visualization Using Excel - Part 1

Live demonstration of the following Excel features:

A. Data Preparation and Organization

Download Data from External Source

Cleaning and Organizing Data

B. Data Analysis Fundamentals

Creating a PivotTable to Summarize Data

C. Advanced PivotTable Techniques

Customizing PivotTable Layouts and Formatting

III. Homework

Class Project Work: Data Analysis using the dataset provided by the instructor.

Post-Assessment: Quiz All Modules

Due Date: Before the next scheduled class session

Purpose: Evaluate knowledge retention and skill acquisition

IV. Note: 

It’s completely normal not to get every question right on the first attempt or to redo a task in the post-quiz. This is a natural and important part of the learning process. You can take the graded quiz multiple times to achieve a passing score of 80% or higher.

Topic: Data Analysis and Visualization Using Excel - Part 2

I. Check-In

Brief review of previous content: Data Analysis and Visualization - Part 1

Address questions from homework

Student feedback and discussion

Preview of Week 8 objectives

II. Class Instruction - Data Analysis and Visualization Using Excel - Part 2

      Live demonstration of the following Excel features:

A. Dashboard Development

     Pivot Charts

     Building Interactive Dashboards with Multiple Visualizations

     Adding Slicers

     Data Storytelling & Presentation

III. Homework

Class Project Work: Data Analysis & Visualization using the dataset provided by the instructor.

Due Date: Before the next scheduled class session

Purpose: Evaluate knowledge retention and skill acquisition

Topic: Project Phase - Excel Data Analysis Project Work

I. Check-In

Brief review of the previous week's content

Address questions from the class Project Work

Student feedback and discussion

Preview of Week 9 learning objectives

II. Final Project Introduction

Explanation of group project requirements

Introduction to publicly available data sources

Team formation

III. Project Planning and Initiation

A. Team Formation

Teams/Individual - Project

B. Dataset Selection and Exploration 

Publicly Available Data Sources:

Data.gov

Kaggle Datasets

World Bank Open Data

Google Dataset Search

U.S. Census Bureau

Selecting an Appropriate Dataset based on:

Team interest and relevance, approved by the Instructor

Data complexity suitable for analysis

Sufficient variables for meaningful insights

Clear potential for visualization

Initial Data Exploration:

Get data into Excel Format

Reviewing data structure and quality

Identifying key variables and patterns

C. Project Planning

Defining Analysis Questions:

What insights do you want to discover?

What questions will your analysis answer?

Who is your intended audience?

D. Data Preparation and Analysis

Implementing Skills:

Clean and organize data

Create and format tables

Apply formulas and functions (if required)

Build PivotTables and analysis

Create charts and visualizations

Design an interactive dashboard

Instructional Methods:

Implement only the Excel Skills covered in class

Team-based collaborative work/Independent Work

Instructor guidance and consultation with each team

Peer collaboration and knowledge sharing

Hands-on application of all learned skills

Progress monitoring and formative feedback

IV. Group Work Session

Activities:

Teams work collaboratively on their projects

Instructor circulates to provide guidance and answer questions

Teams apply technical skills learned throughout the course

Ongoing troubleshooting and problem-solving support

Progress checkpoints to ensure teams are on track

V. Final Project Work

Project Deliverables (Due Week 10):

Excel Workbook containing:

Clean, organized data

Data tables with proper formatting

Formulas and functions demonstrating analysis (if required)

PivotTables summarizing key findings

Professional charts and visualizations

Interactive dashboard

Proper documentation and labeling

Project Presentation Materials:

Summary of dataset and analysis questions

Key findings and insights

Visualization highlights

Conclusions and recommendations

Team Collaboration Guidelines

Respect all team members' contributions

Communicate openly and regularly

Share workload equitably

Support each other's learning

Meet deadlines collectively

Differentiation Strategies

Teams balanced by skill level

Roles assigned based on strengths and growth areas

Instructor support scaled to team needs

Additional resources provided as needed

Project Work Final:

Complete data cleaning and initial analysis

Answer Business questions, Create PivotTable & Charts

Create an interactive dashboard for presentation

Prepare for the Week 10 project review and presentation practice

Due Date: Before the next scheduled class session

Purpose: Evaluate knowledge retention and skill acquisition

Topic: Project Work Review, Quality Enhancement, Presentation Development, and Practice

I. Check-In

Recap of Week 9 project work progress

Student feedback and discussion on challenges and successes

Overview of Week 10 objectives

Final presentation expectations

II. Final Presentation Overview

Timeline for final presentations

Audience composition (instructors, peers, guests)

Technical setup and logistics

Q&A protocol

III. Project Review and Refinement

Topic: Project Work Review and Quality Enhancement

A. Technical Review Session

Workbook Quality Check:

Data accuracy and completeness

Proper formatting and organization

Formula and function verification (if used)

PivotTable functionality

Chart and visualization clarity

Dashboard interactivity and design

Instructor Consultation:

Individual team meetings with the instructor

Identification of areas for improvement

Technical troubleshooting support

Guidance on enhancing analysis and visuals

B. Project Refinement Activities

Teamwork on Improvements:

Implement feedback from the instructor review

Polish visualizations and dashboard

Verify all formulas and calculations (if used)

Ensure professional formatting throughout

Add final touches and enhancements

Test dashboard functionality

IV. Presentation Development and Practice

Topic: Presentation Preparation and Rehearsal

A. Presentation Structure and Content

Organizing Presentation Content:

Introduction: Team members and project overview

Dataset: Source, description, and relevance

Analysis Questions: What do you want to discover?

Methodology: Tools and techniques used

Findings: Key insights and patterns

Visualizations: Dashboard walkthrough

Conclusions: Recommendations and takeaways

Q&A: Prepared responses to potential questions

Creating Supporting Materials:

Presentation slides (if applicable)

Speaker notes and talking points

Visual aids and demonstrations

Backup materials for technical issues

B. Presentation Skills Development

Best Practices for Data Presentations:

Start with the "big picture" insight

Use clear, simple language

Explain technical terms when necessary

Tell a story with your data

Highlight key findings visually

Maintain eye contact with the audience

Speak clearly and at an appropriate pace

Manage time effectively

Handle questions professionally

Team Role Assignments for Presentation:

Who presents each section

Timing for each presenter

Transitions between speakers

Q&A responder

C. Presentation Rehearsal Sessions

Practice Presentations:

Each team delivers a full presentation to the instructor

Timed rehearsal (ensure within time limit)

Practice with an actual Excel workbook/dashboard

Simulate Q&A session

Peer Feedback:

Teams observe each other's rehearsals

Provide constructive feedback using a structured form

Identify strengths and areas for improvement

Share best practices and tips

Refinement Based on Rehearsal:

Adjust presentation based on feedback

Refine timing and pacing

Improve clarity of explanations

Enhance visual demonstrations

Prepare additional Q&A responses

Instructional Methods:

Guided presentation development

Modeling of effective presentation techniques

Structured rehearsal sessions

Peer observation and feedback

Individual coaching and support

Video recording for self-review (optional)

V. Final Preparation and Assessment

A. Final Checklist Review

The Excel workbook is complete and polished

All team members are prepared to present

Presentation materials organized

Technical setup tested

Time management confirmed

Q&A preparation complete

Professional attire planned (if applicable)

B. Logistics Confirmation

Presentation order determined

Technical requirements verified

Room setup confirmed

Audience invitations sent

C. Final Encouragement and Support

Address any remaining concerns or questions

Boost team confidence

Celebrate progress and learning

Remind students of their accomplishments

VI. Final Preparation

Before Final Presentation:

Complete all project refinements

Finalize presentation materials

Practice individual speaking parts

Review potential Q&A questions

Rest well and arrive prepared

Final Deliverables:

Completed Excel workbook (submitted electronically)

Presentation materials (slides, notes)

Team reflection document (optional)

Materials Required

Computers with Microsoft Excel

Projector/screen for presentations

Presentation timer

Video recording equipment (optional)

Support Strategies

Individual team coaching sessions

Presentation skill workshops

Language support for technical terminology

Confidence-building exercises

Stress management techniques

Celebration and Recognition

Acknowledge all teams' hard work

Highlight the unique strengths of each project

Emphasize growth and learning achieved

Prepare certificates or recognition for the finale

Final Presentation Schedule (Finale)

Date: May 4, 2026

Time: 10:00 AM

Location: Providence Public Library

Audience: PPL Staff, peers, guests

Duration: 7 – 10 Minutes per team

"Your hard work, dedication, and collaboration have brought you to this moment. Present with confidence and pride!"