First-time setup and success checks
Lesson goal in plain language: Independently build an accessible workbook that organizes, calculates, summarizes, and communicates workplace information.
Prepare before step 1
- Open the correct application, website, or device screen and wait for its name to be announced.
- Open Excel manual and review the matching procedure if any command or term is unfamiliar.
- Use only fictional, public, disposable, or instructor-provided practice information. Make a copy before changing an important file.
- Read all numbered instructions once before performing them so you know the intended final result.
Commands used or referenced
Enter, Insert+Spacebar,, Alt+Q
For a plus-sign command, hold the modifier key, press and release the final key, then release the modifier. For a sequence, press and release each key in order. Stop after every command and listen for the result.
Work and verify
- Perform one numbered instruction and stop. Identify the active window, focused control, selected item, cell, slide, message, field, or device area before continuing.
- Compare the result with the lesson goal. A sound alone is not enough; verify the name, state, value, location, permission, or content.
- If the result is wrong, press Escape once to leave an unexpected menu, identify focus again, and use Undo only when the change is safely reversible.
- Save or synchronize at natural stopping points. Use the required filename Excel-Lesson-10-Final.xlsx.
- Complete the “Before submitting” checklist from top to bottom. Correct missing items before marking the lesson complete.
- Close and reopen the practice item, or return to it from the product’s main screen, to prove you can locate and verify the result independently.
Success standard: Explain what each major command did, show the finished result, and recover from one harmless focus or navigation error without another person naming the next key.
Goal
Independently build an accessible workbook that organizes, calculates, summarizes, and communicates workplace information.
Skills practiced
- Plan an accessible table structure.
- Use formulas and functions accurately.
- Organize multiple worksheets.
- Create an accessible summary for a supervisor.
Step-by-step instructions
- Create a workbook for a fictional department's monthly supply budget.
- Create a Purchases worksheet with the headers Date, Item, Category, Quantity, Unit Cost, and Line Total.
- Enter at least ten fictional purchases across at least three categories.
- Use a formula to calculate each Line Total.
- Format dates and currency appropriately without merging cells.
- Convert the purchase list to a table and give it a meaningful name.
- Create a Summary worksheet.
- Calculate the grand total, average line total, lowest line total, and highest line total.
- Use COUNTIF to count at least one category or status.
- Create one simple chart from summary data, add meaningful alt text, and keep its source data available.
- Add a plain-text summary that explains the most important result.
- Run the Accessibility Checker and review every worksheet using only the keyboard.
- Save the workbook as Excel-Lesson-10-Final.xlsx.
JAWS help: Press Insert+Spacebar, then J, to search JAWS commands when you forget a keystroke. Ribbon KeyTips can differ slightly by Microsoft 365 update, so Alt+Q search is included where useful.
Your assignment
Complete an accessible monthly supply-budget workbook with at least ten purchases, formulas, a table, summary calculations, a chart with alt text, and a written summary.
Save the finished assignment as Excel-Lesson-10-Final.xlsx.
Before submitting
- The Purchases worksheet contains at least ten complete records.
- All line totals and summary calculations use formulas.
- The workbook includes a clearly named Summary worksheet.
- The chart has alt text and its source data remains available.
- There are no merged cells or color-only instructions.
- The Accessibility Checker was reviewed.
- The file is saved as Excel-Lesson-10-Final.xlsx.
Submit Excel Lesson 10
Choose your completed assignment file. Accepted file types for this lesson are XLSX or PDF. The maximum file size is 10 MB.
Using an iPhone? Open this lesson in Safari before choosing a file. File selection may not open inside an in-app browser.
Ready for the final quiz?
After reviewing all ten lessons, take the Microsoft Excel final quiz. Score 80 percent or higher to create a printable completion certificate.