Wind
Sport Budget Project
Excel Is Fun Class!
1) Open Excel and take out the in-class handout example
for Wind Sport (visual reference)
2) In A1 type name of table: “Wind Sport Inc. 2005 ½ Year
Budget”
3) Click in cell A1
a.
With the
thick-white curser, highlight the range of cells A1:H1
b. Ctrl + 1 (Format Cells dialog box)
i.
Alignment Tab
1.
Text Alignment,
Horizontal, Center Across Selection
ii.
Patterns Tab:
1.
Select color
iii.
Font Tab:
1.
Font Style: Bold
2.
Font Color:
select color that will go with Pattern color
4) Double-click sheet tab name and name sheet: Net Income
Projections
5) Save Workbook as:
a.
Save in: 03 Excel
folder
b. File name: Wind Sport Boomerang Inc.
6) In B2 type: January
7) With the “Angry Rabbit” curser, click the fill-handle
and copy contents of cell A2 from A2 to G2
8) Type:
a.
H2: Totals
b. A3: Revenues
c.
A4: Expenses
d. A5: Net Income
9) Use the “Ctrl Key Trick” for selecting a range of
cells that are not next to each other
a.
Highlight A3:A5
b. Hold down the “Ctrl” key
c.
Don’t let go of
the “Ctrl” key
d. Highlight B2:H2
e.
Let go of “Ctrl”
key
10) Click the Bold Button
11) Highlight the range A1:H5
a.
Right-click and
point to Format Cells
b. Format Cells dialog box:
i.
Click the numbers
tab
1.
Select Currency
a.
Two decimal
b. Red parenthesis
ii.
Click the Borders
tab
1.
Click regular
line
2.
Click blue color
3.
Click Inside
4.
Click Outline
5.
Click Double Line
6.
Click bottom line
in the Border “Draw Border Area”
iii.
Click OK
12) In the cell range B3 to H3 type the following:
a. 
13) Click in cell for totals and add the auto sum
14) Click in cell A7 and type:
a.
Assumption Table
15) Click in cell A8 and type:
a.
Expense as a % of
Rev.
16) In cell B8 type:
a.
65%
i.
It should look
like this:
1.
17) Click in cell B4 and:
a.
Type an equals
sign “=”
b. Click on cell “One Above”
c.
Type a multiplication
symbol “*”
d. Click on cell B9
e.
Hit “F4” key
three times
i.
This locks the
cell reference so that it will always refer to “B9” when you copy it
horizontally
f.
Hit enter
g. Formula should look like:
i.
18) Click on cell B4
19) Copy the formula in B4 to the cell range: B4:G4
20) Click in B5 and type formula:
a.
=
b. Click on cell “Two Above”
c.
Minus sign “-“
d. Click on cell “One Above”
e.
Hit enter
21) Click on cell B5
22) Copy the formula in B5 to the cell range: B5:G5
23) Highlight cell range H3:H5
24) Double-click Sum button on Standard Toolbar
25) Check Sum Function to see in Excel “Guessed right”
26) Highlight range A7:H9
a.
Right-click and
point to Format Cells
b. Format Cells dialog box:
i.
Click the Borders
tab
1.
Click regular
line
2.
Click Inside
3.
Click Outline
4.
Click OK
27) Use Page Setup to add:
a.
Landscape
orientation
b. Fit to 1 page wide by 1 page tall
c.
Center margins
d. Headers:
i.
Workbook name
ii.
Sheet tab name
iii.
Your name
28) Highlight the ranges B2:G2 & B5:G5
29) Click Chart Wizard button
a.
(Shortcut = F11)
b. Step 1: Chart Type
c.
Step 2: Chart
Source Data
d. Step 3: Chart Options
e.
Step 4: Chart
Location
30) Play with assumptions and Revenue numbers