STEP 1 : Opening and Saving Download the spreadsheet , Week1 iLab Capital Fundraising Student . xslx . You will be prompted to save the file . Click yes . Open the saved file from your Download folder on your computer . Note : If you are using the Remote Lab environment you will need to follow the instructions for uploading the file . These instructions can be found on the iLab page when you click on the iLab icon on Course Resources . STEP 2 : Adding a Documentation Sheet Insert a new spreadsheet into the workbook . Change the name from Sheet 2 to Documentation . The Documentation Sheet should be the first sheet in the workbook . Include your name , the date , and the purpose of the spreadsheet . Your documentation sheet should look something like the one below . Upper Saddle River Marching Band — Fundraising Event Creator Your Name Date Date Purpose Board of Directors Presentation on Fundraising Sales to date STEP 3 : Format Your spreadsheet Apply formatting to your spreadsheet . Your goal is to take into consideration readability , reliability , and reusability . Remember that presentation has an impact on the viewer , and professional appearance is important for reporting data , just as personal appearance impacts perception . The goal is to make the data more readable , and possibly to highlight data that might otherwise be lost in many numbers . The minimum formatting requirements ( per the Grading Rubric ) are : Title Rows formatted as titles Font Size changes Color Changes Use of Shading and Borders Currency and numeric formatting Note : Refer to the Formatting video in the lesson tutorials for help with this step . STEP 4 : Add Formulas