ADVANCED EXCEL TOOLS – CHARTS, FUNCTIONS, PIVOTTABLES, GOAL SEEK, AND LAYOUT
I. LEARNING OBJECTIVES
By the end of the lesson, students should be able to:
1. Identify and use advanced Excel functions (IF, SUMIFS, COUNTIFS, AVERAGEIFS, VLOOKUP).
2. Create and customize charts and sparklines for visualizing data.
3. Build and modify PivotTables and use slicers for interactive filtering.
4. Apply Goal Seek and activate Solver for basic data modeling.
5. Adjust page layout settings, print areas, headers/footers, and conditional formatting.
II. Subject Matter
Topics Covered:
Excel charts (types, customization, layout)
Logical and lookup functions
PivotTables and slicers
Goal Seek and Solver
Page layout, headers/footers, print titles
Conditional formatting and cell styles
SmartArt and WordArt
Materials Needed:
Computers with MS Excel installed
Sample worksheet (with sales or student data)
Visual handouts of functions, formula syntax, and chart options
Projector or TV for demo
Reference:
DepEd K–12 ICT Curriculum Guide for Grade 8
III. Procedure
Teacher’s Activity Student’s Activity
A. Preliminary Activities
Prayer, Attendance, Motivation Respond respectfully
Ask: “How do businesses or teachers present data clearly?” Students give real-life examples
B. Lesson Proper
1. Demo chart creation and customization Follow using Excel with sample data
2. Introduce logical functions (IF, AND, OR, VLOOKUP) Copy and test formulas in worksheet
3. Explain PivotTables and insert slicers Create a basic PivotTable in class
4. Demonstrate Goal Seek and Solver setup Observe and simulate with given values
5. Go over print options, page layout, margins, and headers Set up for print using teacher guidance
6. Apply conditional formatting based on rules Experiment with highlighting scores/colors
C. Application
Task: Students apply functions, insert chart, create PivotTable, and format
Complete step-by-step worksheet
print view
Ask: “Why are data tools important for school and real
D. Generalization
life?”
E. Evaluation
5-item quiz: Multiple choice on charting, functions, Goal Seek/Solver Submit individually
IV. Assessment
Formative: Group activity using a sample dataset
Summative: Quiz + practical task including chart, formula, and layout setup
V. Assignment HANDS-ON
Create a Weekly Budget Tracker in Excel with:
At least 5 items (expenses)
Use SUM, AVERAGE, and IF
Insert a chart and conditional formatting
Apply layout tools (margin, header/footer, print title)
Save and submit via USB