The document provides steps for a budget exercise in Excel. It instructs the user to: 1) Enter budget data for different departments and time periods in a spreadsheet. 2) Use functions to automatically total rows and columns of budget data. 3) Create graphs to visualize the budget data for different time periods.

1. Beginning Excel – Budget Exercise
STEP 1: These two
rows have all the STEP 3: In the Budget column,
cells Merged and the enter a function into Cell J6 to
text is Centered. total up all the Budget values in
row 6. Then use the Replication
STEP 2: Feature to replicate this function to
Enter all cells J7 to J16. Then repeat this
the data in two step process on the Actual
the RED column.
outlined
area. The
date shown
should
always
show
today’s
date.
STEP 6:
Create this
Graph using
the Budget
Data from
Q2.
STEP 4: In Cell
B18, enter a
function total up
all the values in
the Q1 Budget
column. Then use
the Replication
Feature to replicate
STEP 5: After this function to
you enter the cells C18 to K18.
data above,
create this
Graph using
the Budget
Data from Q1.
Date: 8/28/2010 Copyright 2010 by Training Tamer Inc. Page: 1

2. STEP 1: Make a
copy of the Sales
Department Budget
spreadsheet first.
Then change the title
to the one shown
here.
STEP 2: Change all the Budget
& Actual figures in the RED
outlined area to match the
Finance Department figures
shown here (only those that are
different). The row and column
totals will change automatically
since their cells contain the total
functions copied from the Sales
Department spreadsheet
(remember STEP 1).
Date: 8/28/2010 Copyright 2010 by Training Tamer Inc. Page: 2

3. STEP 1: Make a
copy of the Finance
Department Budget
spreadsheet first.
Then change the title
to the one shown
here.
STEP 2: Enter cross-spreadsheet functions in all
the cells in the area outline in RED. For each
cell, create a function that adds up the
corresponding values in the Sales Department and
Finance Department spreadsheets. When you’re
done, all the row and column totals will reflect
the correct totals since they have the total
functions copied from the Finance Department
spreadsheet.
Date: 8/28/2010 Copyright 2010 by Training Tamer Inc. Page: 3