Spreadsheets:
All You Need to Know!
A spreadsheet is:
- Made
up of cells, each with a unique address consisting of a letter, then a
number.
- Divided
into vertical columns labeled by letters and horizontal rows labeled by
numbers.
Navigating and Formatting:
- Users
move around the spreadsheet by using the arrow keys or the mouse,
highlighting one cell at a time with the black outline.
Adjust
the size of the cells by clicking and dragging the borders of the labels at
the top or the side.
Setting Up Your Spreadsheet for the Stock Market Activities:
- Click
on cell c1: Type the title of your spreadsheet. After you have entered the
information in this cell, press enter or an arrow key; the cell will show
your entry.
- In
cell a5 type the word "Stock" with a capital S. Click on
the B button on the toolbar to make this word bold. Make sure the font is
Arial size 10.
- In
cell a6 type the word "Symbol," with a capital S. Click the B
and U buttons on the toolbar to make this word bold and underlined.
- Go
to b5, enter "Stock," and make it bold.
- B6:
"Name." Bold, underline.
- C5:
"Number." Bold
- C6:
"Shares." Bold, underline.
- D5:
"Base." Bold.
- D6:
"Price." Bold, underline.
- E5:
"Base." Bold.
- E6:
"Value." Bold, underline.
- F5:
"Current." Bold.
- F6:
"Price." Bold, underline.
- G5:
"Current." Bold.
- G6:
"Value." Bold, underline.
- H5:
"Gain." Bold.
- H6:
"Loss." Bold, underline.
- i5:
"%." Bold.
- i6:
"Change." Bold, underline.
- Go
to a18, enter "Total."
- In
c7, type in the following formula: =e7/d7. Be sure to include the "
=" (equals sign); all formulas start with "=".
- Go
to cell c8, and type in the formula =e8/d8. Do this for eight more
cells in the c column, adjusting the formula each time to show the new row
you’re in. Don't worry about the symbols or
gibberish-text that are starting to appear on your spreadsheet. These will
turn into intelligible information soon. I promise.
- Go
to e7. Enter 10000. Highlight that cell, and the cells in the column
below, down to e16. Leaving them highlighted, go Edit, Fill,
Down.
- Press
directly on the letter E at the very top of the column (this will cause
the entire column to be highlighted), then on the dollar sign on the
toolbar. Observe what happens. Nice, huh? Do the same for columns d, f, g,
and h; that is, press on the large letter at the top of the column, then
on that nice $ symbol.
- Do
the same to center the characters in all columns: press the letter, then
use the "center" button on the tool bar. Do this for all
columns.
- Go
to g7. Enter the formula: =f7*c7. Highlight g7 through g16, then go to
Edit, Fill, and Down.
- Go
to h7. Enter the formula: =g7-e7. Fill down as above.
- Go
to i7. Enter the formula: =h7/e7. Fill down as above.
- Go
to e18. Press on the button just below the Help menu. It looks like a
capital E. After the marching ants surround the correct columns, press
Enter.
- Do
the same in cells g18 and h18.
- Go
to cell i18. Enter the formula: =average(i7:i16) .
- Choose
ten stocks. List them starting in b7, ending in b16.
- Minimize
the screen. Open up the internet on your computer. Go to the website http://www.usatoday.com
. Or use another good stock-tracking site, such as www.cnbc.com. The
following instructions (#41-47) apply to using the usatoday.com site, but
you can use any financial site. They key is to find "Symbol
Look-up" and then "Stock Quotations."
- Click
on "Stocks," which is a link in the left-hand margin.
- At
the next page, scroll down slightly until you see "Symbol
Lookup" on the left. Click on that.
- Click
on "Symbol Lookup" at the very top right of the next page.
- At
the next page, scroll down slightly until you see a blank box that says
"Company Name," then below it, make sure that "U.S."
is selected. Type in the name of the company that you want to purchase in
the box below that. Then press "Submit."
- On
the page the follows, find the results of your search. The stock symbol
will be listed in blue letters when you scroll down half a page; it is
usually an abbreviation of the company name, up to three or four letters.
- Using
the button on the taskbar of your computer (without closing or minimizing
or resizing the internet) go back to your spreadsheet. Enter the stock symbol
for your stock in the cell in a7. Repeat this operation for the rest of
your stocks, and enter the stock symbols in cells a8 through a16.
- Go
back to the internet. Look up the prices of each one of your stocks.
The price will usually be called "Last," or "Current."
- Update
your portfolio in Excel. Enter the Current Price into both
the Base Price and Current Price columns. After today, you will be
changing only the Current Price
(F) column.
Charting
(bonus)
- Highlight
cells b5 through b16.
- Holding
down the Control button on your keyboard, highlight cells d5 through d16.
- Holding
down Control still, highlight f5 through f16.
- On
your button bar just below the menus, find the button for Chart Wizard,
and click it.
- Do
what the nice wizard tells you to do:
- Select
a chart type from the many choices. Don’t go crazy here. KISS.
- Click
on Next.
- View
a quick preview of your chart; again, click on Next.
- On
the screen the follows, add a title if you’d like. As above in A,
don’t go crazy.
- At
the screen that follows (Step 4 of 4), click on Finish.
6.
That’s it. You have your chart. You can format it a dozen different ways:
right-click on any part of it, and you’ll see that you can customize it
easily by following the context-sensitive menus that pop up. Add colors,
patterns, depth, labels. Change the style, too. Now
go crazy.
Now sit back and admire your work. A nice
spreadsheet is a gorgeous thing to behold: it is symmetrical, it is powerful,
and it is just packed with information. Customize it as you will: use WordArt
for your title, fool around with fonts (size, style, color, whatever), change
your column and row sizes, freeze and unfreeze headings, and explore various
menus to see what you can do.
By
now, you may be thinking that what we've done with the exercise above is
just a beginning. The spreadsheet is an amazingly potent tool for analyzing
and presenting information of so many varieties -- not just numbers. If
you've enjoyed walking through the mini-tutorial I've provided, then you'll
want to learn more; by all means do so. Even if you haven't enjoyed it so
much, you've still learned a little bit about a terrific application. You're
most thoroughly welcome.
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to Stock Market Directions
