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Course Outline

Excel Fundamentals

• Creating and modifying styles

Developing Formulas

• Logical functions
• Mathematical functions
• Search functions

Organizing Data in Spreadsheets

• Creating custom sort lists
• Consolidating data
• Creating outlines
• Setting page breaks
• Preparing printable versions

Creating PivotTables

• Basic overview of pivot tables
• Overview of pivot table report fields
• Generating a pivot table report from a data list
• Modifying pivot table layout
• Filtering fields
• Changing the calculation type of a data field
• Grouping pivot table data items
• Inserting additional calculations into the data area
• Adding calculated fields
• Adding calculated items
• Retrieving values from a PivotTable report

Creating Charts and Pivot Charts

• Creating PivotCharts
• Changing chart types
• Designing custom chart types
• Adding trend lines to charts
• Adding new values and modifying graph data
• Modifying data series in charts
• Highlighting chart elements
• Visualizing data on charts through data series manipulation
• Creating a Pivot Chart from data retrieved from an external database
• Adjusting the layout of a PivotChart
• Changing the type of PivotChart
• Filtering fields in a PivotChart
• Grouping elements in a PivotChart box
• Adding a data table to a PivotChart

Data Processing in Spreadsheets

• Conditional formatting
• Custom cell formatting - creating masks
• Custom conditional formatting
• Summarizing data using subtotals
• Creating scenarios
• Data validation
• Creating custom cell formats
• Designing custom number formats

Processing Information from External Data Sources

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

Creating Interactive Dashboards - Case Study

Requirements

  • Familiarity with Windows and basic MS Excel operations

Audience

  • Business analysts
  • Data analysts
 14 Hours

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