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## Creating a RAG system in Excel tutorial

It may sound a bit sad, but I love Excel – once you have mastered a few simple techniques, you can put these techniques together in different orders to create some very powerful effects, and for me one of the most powerful things that I can do in Excel, is analyse some data in a way that will visually highlight an issue to me, so that I can act upon that issue quickly. One such technique that I (and many others) use is using a RAG rating system. RAG stands for Red, Amber, Green – (based on traffic lights), where things that are on schedule and up to date are Green, things that are a possible concern are Amber, and things that are a significant concern are Red.

This following set of videos, are designed as a tutorial to teach you the skills required to create an effective RAG system within your own Excel files.

If you like this tutorial, then please subscribe to my YouTube Channel at:

## Introduction

The first video is an introduction, showing the end product of what will be created.

## Using the Now() function

The Now() function is a very simple way to bring today’s date and time into a cell within the spreadsheet, which can then be used to compare against other dates within the spreadsheet, e.g. to see which are in the past or future.

## Using a basic IF statement

The IF statement in Excel is one of the simplest and most powerful ways to carry out analysis of data in Excel.

## Using a Vlookup function

The Vlookup function, seems a little confusing at first, but once used a few times is relatively straight forwards – and allows you to lookup a value in the left hand column in a table, and then return a value from a specified column in the same row of that table.

## Using the Max and Min functions

The Max and Min function are very simple to use, and will tell you what the largest or smallest value is in a list.

## Using Conditional formatting to create horizontal bars

Conditional formatting is where the appearance of a cell changes based on values (either the value of that cell, or different cells). This video looks at creating horizontal bars that move further right as the value increases.

## Using Conditional formatting to create icons

Another option when applying conditional formatting is to add small icons to cells, for example up and down arrows, traffic lights, warning flags etc.

## Putting this altogether to create the RAG system

The final video shows how the skills covered above can be put together to create the desired RAG effect.

I hope that this tutorial has proved to be useful.

If organisations want training providing in things like using Excel more effectively, then please get in touch via http://www.a6training.co.uk/contact.php

## Adding a date picker to Excel

As a huge user of Excel, I am often entering dates into cells. Different versions of Microsoft have had date pickers as an optional add on, but they haven’t always worked for me with all versions or consistently.

I have however just discovered this free tool:

Which is created by Sam Radakovitz , which does exactly what I want.

Once set up, if a cell in Excel is set as a date, clicking on that cell, will bring up a small calendar icon to the right of the cell:

Which when clicked on, will bring up the calendar tool, making it easier to enter dates, and not have to worry about the correct format, or whether the spreadsheet has been set up in UK or USA format.

F

Full credit to Sam for this one, I am just blogging about this mainly for my own benefit so that I can relocate this in the future when I change computers.

## Changing behaviour with Office 365 and Tablet Devices

Over the last week I have produced 4 posts around ideas of using Office 365 in education:

The idea that I am trying to get across, is that Office 365 isn’t just a slightly newer version of the Office Suite, instead it works in a fundamentally different way, but to get the benefit from these improvements, requires people to behave differently, and with the arrival and (I predict) rapidly increasing number of Microsoft tablets within the education system – and the mobility that these devices offer – getting Office 365 to work properly is going to be key.

The main behaviour change, is reducing the number of different versions of the same file that exist in different.

For example: If I create a Word Document, and save it to ‘My Documents’ on my computer. There is one version of the file. I then email this to a colleague. There is now the version in My Documents, a copy in my sent items, and one in my colleagues inbox – so thats 3 versions. My colleague downloads the file (4 versions) and then makes some edits, saving the file to their network drive (5 versions) they email this back to me (Their sent items and my inbox gives 7 in total) – I Download this (8 versions), and save a copy (with a new name) back to my Documents (9 versions).

So – the very simple example above with me asking 1 colleague to proof read and edit a document has created 9 files without me thinking about it. If I had collaborated with more people this number could quickly run into the hundreds – which makes no sense, there is a risk of ‘old’ versions re-appearing a later date, and the total memory used up on the system (especially if a large file) costs money and slows everything else down.

If I use Office 365 and OneDrive (the new name for SkyDrive) the behaviour would be as follows:

I create a file, and save it to my OneDrive. There is now a version on my computer and a synchronised version ‘in the cloud’, I email a link to this file to my colleague, they edit this via the web interface in the cloud, and let me know when complete. I can check their edits, and if unhappy with them I can use the history option to roll back to an earlier version or discard the changes. Ultimately though – we still have the same file on my Computer and a synchronised version ‘in the cloud’. There are no extra versions loitering in mail systems or download folders.

One of the reasons why this becomes so important with tablet devices, is they rely on files being transferred via wireless – so we need to make the whole process of file management more streamlined. If I am working with a class and I want them all to access an image rich  PowerPoint file for example – for me to ‘push’ that file over the slightly ropey wifi in that classroom to 30 different devices could take 10 minutes or more, which isn’t realistic. For me to use the file sharing mechanism within OneDrive and  the students to access this via the web interface will effectively stream the content, as the students view it, rather than pushing the whole file out up front.

In the previous posts I talked about the collaborative teaching and learning opportunities this brings, and with the extra mobility and battery potential of tablets over laptops or desktops, means we can use these devices in any environment including the sports hall, kitchen, on field trips etc.

As with many of my blog posts – the key to changing these behaviours is an investment in staff development. Because Office has been around for so long, Office training is far less common – there is an assumption (which is an incorrect one) that people don’t need to be taught basic office skills. With Office 365 – there is a huge need to reinvest in training in this area, otherwise its potential will not be unlocked.

At the moment I am working with a company called The Tablet Academy who provide training and consultancy around the use of tablet devices (Apple, Android and Microsoft) in education. If any Schools or Colleges in the UK (including Scotland) purchase 20 or more Microsoft tablets (including ones made by other companies) they are entitled to free training, provided by someone from the Tablet Academy (only downside is the current offer is only for training that is delivered before the 31st March 2014). If you work for a school or college in the UK and have purchased such device recently and your reseller hasn’t mentioned the free training offer then contact the Tablet Academy who will chase this up for you.

## Using Word and Office 365 to streamline assessment feedback

In my last few posts I have been explaining some uses of Office 365 to create collaborative activities using PowerPoint or Excel. In this post, I am going to look at Microsoft Word. Word could be used to create a collaborative learning activity in a similar way to the PowerPoint example, but it is set so that only one person can edit one paragraph at a time – therefore careful consideration is required when designing such an activity. In this example I am going to look at the mechanism of student feedback following assessment and h the collaborative nature can be very useful.

If I look at what might happen in colleges, universities and some schools at the present:

1. Teacher produces an assignment brief and gives this to the learner.
2. Learner completes assignment and hands it in.
3. Teacher marks the work and fills in a feedback sheet, hands work and feedback sheet back to learner.
4. Learner fills in the box on feedback sheet where they reflect on the assignment and their action plan to solve any updates required.
5. At end of term, teacher realises learner hasn’t updated their assignment – contacts learner.
6. Learner has lost feedback sheet so has forgotten what needs doing.
7. Teacher re-issues feedback sheet (luckily they have a copy).
8. Student does updates, hands work back in.
9. Teacher remarks work, fills in anew feedback sheet with the additional feedback and final grade.

Although the above may sound like a tedious drawn out exaggeration, I am sure that many will see similarities with current practices  – and whatever ones system, whether paper and pen or electronic there is almost always a significant amount of files moving from place to another and there is seldom an efficient loop where the students use the tutors feedback to help them with their updates or future assignments.

So here is one suggestion. We create a single Word document that is going to contain all of the information relating to that assignment – and this will be used by both tutor and student. This will contain the brief for the assessment, the list of criteria being covered/assessed, and area for the student to reflect on the assignment, areas for the teacher to give feedback, and space for them to add additional information if the work is referred and needs to be upgraded.

Once this document has been created – all the tutor has to do is to share this with the learner through OneDrive (the new name for SkyDrive). The learner and the tutor are now accessing the same document. If the tutor wants to have a situation where all of the students marked work is returned at the same time, rather than piecemeal – they can quickly remove the students sharing rights, mark all of the work and then re-share it.

Image showing the history settings within OneDrive

One of the key reasons why this technique hasn’t worked in the past, is the verification process needs to see the different versions of the work and the feedback given – which in turn lead to the notion of creating lots of different documents. The beauty of using Office 365 and OneDrive is there is a built in history and version mechanism.

With this you can see any previous versions including who made the changes and you can restore or download any of the versions at a later date if required by an IV or EV.

Image showing the option to restore or download a previous version of the same file.

Having one file to deal with rather than lots of files is easier for the tutor and the student to manage. There are less chances of error due to people using the wrong version of those files, and from a teaching and learning perspective having all of the information in one place for the student is far more likely for them to reflect on the feedback and change their behaviour as a result.

I hope that as organisations start to use Office 365 more and more, there is a real effort for people to think about what they are doing and why – and how these technical advancements can make a huge difference to our overall efficiency and effectiveness.

## Using Excel and Office 365 to create learning activities

In my previous posts I have:

In this post I am going to look at using Excel to create a collaborative learning activity.

Many people struggle (some are scared of it) with Excel which is a shame as it can be a superbly powerful learning tool – and it can be used in any teaching area not just maths, accountancy etc. There are many possible uses that I could list here, but I will stick with a couple of simple examples.

If I was teaching research methods or statistics, and wanted to investigate the idea of 2 sets of data and what the correlation is between them, then a simple way to do this is for each student to work out their height (m) and their shoe size (European) record these in a table, then everyone plots a scatter graph of everyones results – and we look at the line of best fit, standard deviation etc. Yes the constructing of a graph on paper with a ruler is an important skill to learn, but on this occasion I want to focus on the way that the correlation changes as more points are recorded, and for that I want to speed up the plotting process, so I am going to use Excel to help me.

Example of an excel sheet teaching the principle of data correlation

So I have created  a simple spreadsheet which has a data entry table – I have identified each student with the letters A-K, and I have colour coded the area they need to enter their data into with a green shading. I have unlocked these cells and then protected the whole sheet, so when the learners add their data, they cannot accidentally alter or delete any of the workings. On the right you will notice that I have pre-created a graph that will plot the data as it is added, and then underneath the table I have created some simple statistical functions to identify mean, mode, median etc of the data as it is entered.

So having created the above sheet, all I need to do is save it to my OneDrive (new name for SkyDrive) – share it with my learners (see previous post), and then allocate each learner a letter between A-K. They edit the sheet in the web browser, entering the 2 pieces of information against their letter. All of the students will be editing the same resource at the same time, so they will see the graph and the numbers change in real time as the amount of data added grows. The beauty of this is that by speeding up the capturing and plotting process, I can spend more time helping the students to understand the significance of what the graph and the numbers mean, and I could reuse the same template to add my own dummy data to show the effect of anomalies, different types of correlation etc.

Any form of class experiment which involves the capturing and sharing of class data can be achieved with this method. If the data entry is more complex than my example, then you could create a sheet within the workbook for one student, then duplicate this lots of times so each student has their own sheet.

Another useful feature is that it is possible to embed sections of the file (e.g. the results table, or the final chart) back into a piece of web space (e.g. the VLE, or a blog) – so below is an example of the final chart – as the file is used and data is entered this will automatically update.

With the above example all students could see (and potentially alter) all other student’s entries into the resource. This may not be desirable – e.g. if you are capturing sensitive data (e.g. if working out Body Mass Index and asking students for their Weight and Height) or you could ask students to feedback what they have learnt, what they have found difficult, what they would like to recover in a revision session etc.

What you could do is create a single Excel file asking for the data that you want. Once happy with this, you duplicate that file however many times you have students. You then share each file with the individual student. This may sound complex but is a lot easier and quicker than you would imagine. You now have a mechanism for students to give individual feedback to you – you as the teacher can see all of the files, so easy for you to see the information – and if you are really keen, then you could create an ‘overview file’ which uses simple excel formula to pull the data from each students file into a single dashboard type file. This last suggestion doesn’t update the data live as it is entered, but everytime that the file is opened it will pull through the latest data at that point.

If we are using Excel to create learning objects then it is beneficial to make the appearance of the file as tidy and uncluttered as possible – which I have discussed in a previous blog post – https://davefoord.wordpress.com/2010/05/19/simple-formatting-tips-in-excel-to-improve-quality-of-learning-materials/

In my next post in this series I will give an example of using Word to create a collaborative activity.

## Using PowerPoint and Office 365 to create a collaborative learning activity

In my last blog post, I explained a simplification of how Office 365 and One Drive (formerly known as SkyDrive) work together to make collaborative learning activities possible. In this post I will give an example of how and why PowerPoint can be used for such an activity.

One of the programmes that I provide training for is the ITQ for Accessible IT practice as part of this programme I have adapted an activity where the attendees collaboratively discover accessibility features of Microsoft Windows that many don’t know about. To create the activity I have set up a simple PowerPoint presentation as follows:

Example of a PowerPoint Template for a collaborative activity

Basically I have a list of different accessibility features that I want the attendees to research, and for each one they have to summarise what the feature is and how it could be useful from an accessibility perspective. All I have done is created a simple slide within PowerPoint with 2 text boxes – 1 for each question. I then duplicate the slide numerous time and all I have to do is change the title of the slide to each of the accessibility features.

Looking at the left side of the image you will see 3 such slides of this nature, and you will notice that on this occasion I completed the first one as an example. All I have to do now is make a copy of this file (so that I have a clean master for next year) and to share this activity with my students (which I will explain later), allocate a topic (e.g. slide number) to each student and away we go. An old pack of cards is a useful way of randomly allocating a topic to each person.

The advantage of this activity for me is it is very quick to set up – once I have thought about what questions I am asking and how much space on the screen I want to allocate them, it is very easy to create the actual mechanism. When using this in class – all the attendees are editing the same document at the same time, so I can view that document and see what is going on – this means that I can see what people are doing, helping them if necessary, without having to walk around and look over their shoulders, it also means that if I had a student at home for example they could also partake in this activity either in real time or later on. If a student is doing something really good, I can pause the activity and show their slide on the screen and point out the key points, without having to mess with screen sharing, transferring files etc.

After a period of time I may stop the activity and ask people to then look at a different slide and edit what the previous person has done or to look at the points and identify the most important etc. At the end of the session, each person can take their own local copy of the file which may be useful to them as part of an assignment.

The beauty of this technique especially if using it at the start of a topic, is students get to see other students points of view – which can help when constructing an assignment to use other peoples opinions and not just ones own.

I mentioned earlier about sharing the file – there are different ways that I can do this, the easiest is to share a link as follows:

1. On OneDrive, choose the ‘Share’ menu
2. On the left you could invite people if you know who they are, or you can get a link
3. There will be an option of whether they can ‘Edit’ or ‘View’ – choose ‘Edit’
4. If using the get a link option, you can copy the link as is, and email it to students or add to the VLE. or you can shorten the link and put it onto the board for students to type in manually or convert to a QR code.
5. At the end of the session I may revert the sharing settings back to view rather than edit, so students can view what has been completed but cannot continue editing it (in case they try to be funny and write rude things about me or other students in the document!).

In my next post I will give an example of how Excel can be used to create a collaborative activity.

## Using Office 365 to create collaborative learning activities

Last week I was at the BETT show, working for The Tablet Academy who were running the interactive classroom on the Microsoft stand. We ran a series of 15 minutes interactive sessions, with one of my sessions being on the use of Office 365 to create collaborative activities. This session turned out to be very popular showing the interest from educators in this way of working.

The principle that I demonstrated wasn’t new – it was something that I have been doing for 8 or 9 years using the collaborative functionality of Google Drive (formerly known as Google Docs) which I have previously blogged about, however many education organisations are nervous about using Google Drive in this way, and the example that I used in my blog post, did involve the work being potentially visible to anyone in the World, which didn’t matter for what I was doing, but for other subjects would be an issue. If an organisation has adopted Google Apps for education then it could all be kept safely enclosed within the organisation, but most places don’t have this – but if they do have Microsoft, and now that Office 365 offers a real time collaborative functionality – I can easily set up similar activities in a way that the IT/Network manager will be happier with.

Before we progress we need to understand a bit about how Office 365 works in conjunction with OneDrive (Microsoft’s cloud storage option – formerly called SkyDrive). When a teacher creates a file using Word, PowerPoint Excel or similar – they can save this to their OneDrive – this will appear on their computer just like any other network drive, so behaviour wise it is very easy for staff. If they are offline, it doesn’t matter the work will save, and as soon as they are online again it will Synchronise with the OneDrive server.

The files are now stored on the computer but also in the cloud – this means that I can access them from any internet enabled computer by going to the OneDrive website and logging in as me.

Example view of the OneDrive web interface

You will see in the  image that there are 4 options highlighted with the red rectangle: