Vocational Focus Gr 12: Excel with Your Budget: Level Up!

Welcome to our holiday training for our Vocational Focus learners!! Your friendly ITEs will be guiding you through your workshop topics. Have some fun!

At the end of this session, you must know the following:

excel Badge Activities

Activity 1: Click, Learn, Excel!

Time to make it official and answer all the questions at the top. On completion of this certificate, you will not only have a digital certificate to show off and add to your portfolio/CV.

  1. Register for an account on the GFCGlobal platform
  2. Complete of Lesson 1 -16 & 24 of the excel GCFGlobal course. Make sure that you make notes as you go along.
  3. Watch the videos.

Activity 2: Ballin’ on a Budget

Grade 12 Excel Exercise: Matric Dance Budget Planning

Scenario:

You have a total budget of R10,000 for your Matric Dance expenses. Your goal is to compare prices from three different stores, choose the best price, and stay within budget.


Step 1: Create Your Budget Table

  1. Open Excel and create a new worksheet.
  2. In Cell A1, make a heading: "Matric Dance"
    • Font: Size 20, Bold
    • Fill color: Blue, Accent 1
    • Merge & Center across columns A to H.
  3. Adjust Column Sizes:
    • Columns A to D → Set width to 130 pixels
    • Columns E to H → Set width to 170 pixels
  4. Format Row 2 (Headers):
  • Font: Size 18, Bold
  • Fill color: Blue, Accent 1, Lighter 60%


Step 2: Enter Column Headers
In Row 2, enter the following headers:

ABCDEFGH
ItemStore 1 Price (R)Store 2 Price (R)Store 3 Price (R)Chosen Price (R)Budgeted Price (R)Difference (R)Average Price (R)

Step 3: Enter Data

  1. Font: Size 18
  2. Under the "Item" column, enter the following expenses for the Matric Dance:
    • Dress/Suit
    • Shoes
    • Accessories
    • Transport
  3. For each item, enter price estimates from three different stores.
  4. Enter the budgeted amount for each item in the "Budgeted Price" column.
  5. Choose the best price for each item and enter it in the "Chosen Price" column.

Step 4: Apply Formulas

Calculate the Difference:
Formula for Difference (H3):
=MIN(F3-E3)

  • Copy down for all rows.
  • If the result is positive → They saved money.
  • If negative → They overspent.

Calculate the Average Price:

  • Formula for Average Price (I3):

    =AVERAGE(B3:D3)

Calculate the Total for Each Column (Row 8):

Total Chosen Price (E8):
=SUM(E3:E7)

Total Budgeted Price (F8):
=SUM(F3:F7)

Total Difference (G8):
=SUM(G3:G7)

Total Average Price (H8):
=AVERAGE(H3:H7)

Step 5: Apply Conditional Formatting to the "Difference" Column

  1. Select the Difference Column (G3)
    • Click on Cell 3, then drag down to cover all rows.
  2. Apply Red Formatting (If Chosen Price is Greater than Budgeted Price)
    • Go to HomeConditional FormattingNew Rule
    • Select "Use a formula to determine which cells to format"
    • Enter this formula:
      =E3>F3
    • Click Format, go to the Fill tab, and choose a Red color.
    • Click OK.
  3. Apply Green Formatting (If Chosen Price is Less than Budgeted Price)
    • Go to HomeConditional FormattingNew Rule
    • Select "Use a formula to determine which cells to format"
    • Enter this formula:
      =E3<F3
    • Click Format, go to the Fill tab, and choose a Green color.
    • Click OK.

Step 6: Borders

  • Apply borders around all cells (A2:H9) except for the title (A1)


Step 7: Set Currency Formatting

  • Select columns B to H (all price-related columns).
  • Click "Home" → "Number Format" → "Currency (R)


Step 8: Add the Stores You Visited

  • Scroll down to Cell A11 on your Excel sheet — just below your budget table.
  • Create a mini table starting in Cell A11 to record the names of the stores you used to get prices for the following items:
A11: ItemB11: Store 1 NameC11: Store 2 NameD11: Store 3 Name
  • In the next rows, enter the item names and the store names where you found the prices. It should look something like this:
  • Add borders to your mini store table to match the main budget sheet formatting.

Step 9: Save and Review

  • Save the file as Matric Dance Budget_YournameYoursurname.xlsx.
  • Review the data, ensuring that formulas and conditional formatting work correctly.

Step 10: Email Exercise

  1. Save it in your POE folder with the file name Matric Dance Budget_YournameYoursurname.xlsx e.g. Matric Dance Budget_MaggieVerster.xlsx.
  2. Create an email. Make sure that you use the relevant formal email etiquette.
  3.  Attach your Matric Dance Budget Sheet.
  4. Send the email to:
  5. Grade 12s: gr12poe@klearning.co.za and cc Nonqaba (nonqabac@kilt.org.za)

Activity 3: GCF Excel Wrap-Up Challenge

  1. Complete the excel GCFGlobal course.
  2. Save it in your POE folder with the file name excelbadge_YournameYoursurname.pdf e.g. excelbadgeMaggieVerster.pdf. (Upload your certificate to your school (teacher) folder (ask your ITE for the POE link).
  3. Create an email and attach your certificate to the email.
  4. Make sure that you use the relevant formal email etiquette.
  5. Send the email to:
    • Grade 12s: gr12poe@klearning.co.za and cc Nonqaba (nonqabac@kilt.org.za)

The criteria for the Excel Badge are as follows:

Please make sure that you can do ALL of the items below. If you can't do it, please ask your friendly ITE for support. You have to be able to:

  • Launch MS Excel
  • Create a new workbook.
  • Type text or numbers into a cell.
  • Basic formula use (add, subtract, divide and
  • multiply)
  • Can resize columns and rows.
  • Able to zoom in and out
  • Able to select a cell, copy and paste or move it.
  • Able to select a range of cells, copy and paste or move them.
  • Open a recently used document.
  • Print a document - fit entire worksheet on one page.
  • Print a worksheet - fit all columns on one page.
  • Save the workbook.
  • Close MS Excel.
  • All basic skills, including:
    • Place borders around a cell or range of cells.
    • Shade a cell or a range of cells.
    • Can use the Autofill feature.
    • Change font type, size and colour.
  • Can use the following functions:
    • SUM, AVERAGE, MAX, MIN, COUNT, COUNTA, COUNTBLANK
  • Can use the apostrophe to prevent cells doing automatic date/time/dropped zero.
  • Print/Export to PDF.
  • Uses cell references instead of typing in values.
  • Can sort a column, or range, numerically or alphabetically.
  • Knows at least three keyboard shortcuts for MS Excel.
  • Can access Help within Excel.
  • Understands the differences between the various number, date and currency formats in the ‘Number’ group on the ribbon.
  • Have you uploaded a lesson or classroom related spreadsheet into your schoolG-drive POE folder? Then you are ready to....

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