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Course Outline

Excel Fundamentals

• Styles creation and modification

Developing Formulas

• Logical functions
• Mathematical functions
• Search Functions

Structuring Data in the Spreadsheet

• Create custom sort lists
• Data consolidation
• Creating outlines
• Page break setup
• Preparing printable versions

Creating a PivotTable

• Essential concepts regarding pivot tables
• Overview of pivot table report fields
• Generate a pivot table report from data lists
• Modify pivot table layout
• Field filtering
• Altering calculation types for data fields
• Grouping pivot table data items
• Adding additional calculations to the data area
• Incorporating a calculated field
• Adding a calculated item
• Extracting values from a PivotTable report

Developing Charts and Pivot Charts

• Generate PivotCharts
• Modify chart types
• Design custom chart types
• Add trend lines to charts
• Incorporate new values and adjust graph data
• Data series modification in charts
• Highlighting chart elements
• Data visualization on charts through data series manipulation
• Creating a Pivot Chart from external database information
• Adjusting PivotChart layout
• Changing PivotChart type
• PivotChart field filtering
• Grouping PivotChart box elements
• Adding a data table to a PivotChart

Data Processing in Spreadsheets

• Conditional formatting
• Custom cell formatting - creating masks
• Custom conditional formatting rules
• Summarizing data via subtotals
• Creating scenarios
• Data validation
• Creating custom cell formats
• Developing custom number formats

Processing Information from External Data Sources

• Import from an Excel file
• Import from a CSV file
• Import from a website
• Import from a folder

Creating Interactive Dashboards - Case Study

Requirements

  • Familiarity with Windows OS and MS Excel basics

Target Audience

  • Business analysts
  • Data analysts
 14 Hours

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