Intermediate
60 mins
Teacher/Student led
+80 XP

Cell References and Autofill

Learn to lock cell references so formulas fill correctly down a column, use the fill handle to copy locked formulas, and add a percentage of total column to see how each budget item contributes to the overall spend.

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    1 - Introduction ~5 mins

    Welcome

    Illustration for IntroductionYour project budget already totals and averages costs with formulas. Today you lock one cell so a formula can fill down without breaking, then add a % of Total column that shows each item's share of the whole spend. That is the view that tells you, at a glance, whether one cost is quietly eating the budget.

    What you typeAfter fill-downResult
    {{formula:=C2/C7}}Becomes {{formula:=C3/C8}}{{code:#DIV/0!}} (broken)
    {{formula:=C2/$C$7}}Stays locked on {{code:$C$7}}Sensible share on every row
    Before you start: Open {{code:05_project_budget}} and check that your Cost column already has a Total row with a {{formula:=SUM(...)}} formula under the last item. If it does not, add that total now. You need a working total before any % of Total work will succeed.

    By the end of this lesson, you will be able to:

    • Tell relative and absolute references apart, and fix a fill-down that broke
    • Use the fill handle to copy a formula down a column
    • Build a % of Total column that locks onto your budget total
    • Fill that column correctly across every item in {{code:05_project_budget}}

    Warm-up

    Imagine cell {{cell:C7}} holds your grand total (as in the sample you will build next). You type {{formula:=C2/C7}} in the first row and drag it down. What do you think happens to the {{cell:C7}} part on the next row: does it stay on the total, or slide to {{cell:C8}}?

    2 - Key Concepts ~6 mins

    Three ideas power today's core work: how a reference moves when you fill, how to lock a cell with {{code:$}}, and what goes wrong when you do not.

    ConceptWhy it mattersExample
    Relative reference — a normal cell address like {{code:C2}} that shifts when you copy or fill the formulaMost formulas should move with each row so each item uses its own costIn a hoodie side-hustle budget, {{formula:=C2}} becomes {{formula:=C3}} on the next row so each line uses that line's cost
    Absolute reference — a locked address written with dollar signs, like {{code:$C$7}}, that stays fixed when you fillYour grand total must not slide when you fill a % of Total formula down the column{{formula:=C2/$C$7}} keeps dividing by the total in {{cell:C7}} on every row
    Fill-down break — what happens when both parts of a division are relative and the total reference slides off the total cellYou get wrong percentages, blanks, or errors like {{code:#DIV/0!}} instead of useful shares{{formula:=C2/C7}} filled down becomes {{formula:=C3/C8}} — and {{cell:C8}} is empty

    Worked sample (you will build this next)

    Worked sample

    Aoife's custom-hoodie side hustle: five cost lines and a total of €320 in {{cell:C7}}. The formula in the first % cell is {{formula:=C2/$C$7}}. The {{code:$C$7}} lock is what keeps every row dividing by the same total. You will drag the fill handle (small square at the corner of a cell) to copy that formula; pattern autofill for dates and weekdays is optional stretch later if you finish early.

    ItemCategoryCost (€)% of Total
    Hoodie blanksMaterials12037.5%
    Screen print kitMaterials8526.6%
    Instagram adsMarketing4012.5%
    PackagingMaterials257.8%
    Market stall feeEvents5015.6%
    Total320

    3 - Step-by-step Task ~15 mins

    Build Aoife's five-line sample budget, watch a relative fill break on purpose, lock the total with an absolute reference, fill down correctly, then format % of Total. You will apply the same pattern to your own {{code:05_project_budget}} in the portfolio build.

    Note

    If you see {{code:#DIV/0!}} during the broken-fill step, that is expected. Jump to Common issues row 1 only if errors remain after you have locked the total and refilled.

    4 - Common Issues ~4 mins

    Common Issues

    IssueSolution
    Every row below the first shows {{code:#DIV/0!}} or a wild percentageClick a broken cell and read the formula bar. If the total looks like {{code:C8}} or {{code:C13}} instead of your real total cell, edit the first formula to lock it (for example {{code:$C$7}} on the practice sheet, or whatever address your own total uses) and fill down again.
    I typed {{code:$}} but fill-down still breaksBoth the column letter and the row number need locking for a fixed total: {{code:$C$7}}, not {{code:C$7}} only or {{code:$C7}} only, unless you intentionally want a mixed lock. Re-type both dollar signs, press {{key:Enter}}, then fill again.
    Autofill pasted the same number on every row instead of a formulaYou may have copied a calculated value. Clear the column, click the cell that still contains the formula (formula bar starts with {{code:=}}), then drag the fill handle from that cell.
    Percentages show as 0.38 instead of 38%Select the % column and click the Percent style ({{btn:%}}) on the toolbar. Increase or decrease decimal places so the column is easy to compare.
    {{key:F4}} does nothing on my keyboardType the dollar signs manually around the total address. That is the main method. On some keyboards you may need {{kbd:Fn+F4}}. Typing {{code:$C$7}} (or your own total with both dollar signs) is always valid.

    5 - Portfolio Build: Your Something Real Budget ~20 mins

    Independent Practice

    Your goal: Add a clear % of Total column to your real Something Real budget so you can see which costs dominate the plan before you cut, pitch, or spend.
    Time: ~20 minutes
    Task: Open {{code:05_project_budget}} from the {{code:05_budget}} folder inside {{code:Project_Portfolio}}. Keep working in that same file and leave it named {{code:05_project_budget}}. Check that your Cost column has a Total with a SUM formula under the last item, and add one now if it is missing. Click your Cost total cell, read the address in the formula bar or name box, and write that address on a sticky note (for example C12). Add a % of Total heading in the next free column. In the first item row, type a formula that divides that row's cost by your total, with dollar signs on both the column letter and the row number of the total (for example {{formula:=C2/$C$12}} if costs are in column C and your total is C12). Do not use {{code:$C$7}} unless your total really is in C7. Pause for your teacher to check the locked total cell, then fill the formula down every item row, format the column as percentages, change one cost, and confirm that both the total and the percentages update.
    Success criteria:
    • {{code:05_project_budget}} is still named that way in {{code:05_budget}} and has a % of Total column beside your real project items
    • Every item row shows a sensible percentage and the column adds up to about 100%
    • Percentages still look right after you change one cost (total and shares both update)
    • The sheet is readable at a glance (clear heading, percent format, no error values in the column)

    Teacher check: your teacher will check your locked total cell before you fill down.

    Quick platform reminder: click your total cell first so the formula bar shows the address to lock. Percent format sits on the Home tab as {{btn:%}} in Excel Online, and as {{btn:Format as percent}} ({{btn:%}}) on the toolbar in Google Sheets.

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