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Course Outline

Excel fundamentals

• Styles creation and modification

Developing formulas

• Logical functions
• Mathematical functions
• Search functions

Organizing data in spreadsheets

• Creating custom sort lists
• Data consolidation
• Creating outlines
• Setting page breaks
• Preparing printable versions

Building a PivotTable

• Overview of pivot table concepts
• Exploring pivot table report fields
• Generating a pivot table report from a dataset
• Modifying pivot table layouts
• Field filtering techniques
• Altering calculation types for data fields
• Grouping pivot table data items
• Adding additional calculations to the data area
• Inserting a calculated field
• Inserting a calculated item
• Extracting values from a PivotTable report

Developing charts and pivot charts

• Creating PivotCharts
• Modifying chart types
• Designing custom chart types
• Adding trend lines to charts
• Updating values and adjusting data for graphs
• Modifying data series in charts
• Highlighting specific chart elements
• Data visualization on charts - manipulating data series
• Creating PivotCharts from external database information
• Adjusting PivotChart layouts
• Changing PivotChart types
• Filtering PivotChart fields
• Grouping elements within a PivotChart box
• Adding a data table to a PivotChart

Processing data within spreadsheets

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

Analyzing information from external data sources

• Importing from Excel files
• Importing from CSV files
• Importing from websites
• Importing from folders

Building interactive dashboards - Case study

Requirements

  • Familiarity with Windows and basic MS Excel functions

Audience

  • Business analysts
  • Data analysts
 14 Hours

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