This document outlines a lesson plan for proper Excel maintenance through techniques like data validation, conditional formatting, and pivot tables. The plan includes ensuring clean data input, visualizing trends in the data through conditional formatting, and enabling deeper analysis with pivot tables. Hands-on examples are provided for using data validation drop down lists to maintain good practices like listing options in a reference tab.

1. Data Validation
Proper excel maintenance

2. Lesson Plan
1. Data
Validation
2. Conditional
Formatting
3. Pivot
Tables
Ensure the data
is clean during
input phase
Visualizing the data.
Looking for trends
Deeper analysis

3. Always plan your headers
What is the purpose of the spreadsheet?
What information do you need?
Is everything necessary?

4. Using the tool

5. Example - Defect Tracking

6. Date - 1/3
1
2

7. Date - 2/3

8. Date - 3.1/3

9. Date - 3.2/3

10. Hands On
Get those hands dirty!

11. Drop Down List - 1/3

12. Drop Down List - 2/3
Good Practise to have a reference
tab to list drop downs for easier
maintenance

13. Drop Down List - 3/3

14. Hands On
Get those hands dirty!

15. Next Week
Conditional Formating