Making data collection templates

[72 minutes total]

Rather than just using Excel to analyze existing data, these tutorials show how you can use Excel to create data collection templates for use by teachers, administrators, and other K-12 educators. These tutorials were designed to be viewed in sequence (i.e., Time to learn some new formulas! before Example 1,Example1 before Example 2, and so on). Also note that these tutorials require mastery of many, if not most, of the other Excel skills covered in this web site.

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Time to learn some new formulas! (13 minutes)

In order to understand the examples below, there are two new formulas you need to know.

Example 1: Principal discipline template (19 minutes)

This example utilizes formulasformat cellspaste special, and charts and graphs to create a template that can be used by a principal to track student office referrals, suspensions, and expulsions by teacher and month.

Example 2: Classroom teacher academic template (11 minutes)

This example utilizes formulasformat cellsconditional formattingfilters, and freeze panes to create a template that can be used by a classroom teacher to track student progress on monthly assessments.

Example 3: Grade-level team academic template (19 minutes)

This example utilizes formulasformat cells, and pivot charts to create a dynamic template that can be used by a grade-level team to track student progress on monthly assessments. Note what is happening in this template: we create pivot tables and charts using dummy data, then we delete the data. When the teachers enter the data back in again (this time real, not dummy, data), the dynamic pivot tables / charts recreate themselves!

Other examples (10 minutes)

This section contains a few other examples of data collection templates to spark your thinking!