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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
• Data consolidation
• Building outlines
• Setting page breaks
• Preparing printable versions

Creating PivotTables

• Fundamental concepts of pivot tables
• Overview of pivot table report fields
• Generating a pivot table report from a data list
• Modifying pivot table layouts
• Filtering fields
• Altering calculation types for data fields
• Grouping pivot table data items
• Adding additional calculations to the data area
• Inserting calculated fields
• Inserting calculated items
• Retrieving values from a PivotTable report

Building Charts and Pivot Charts

• Creating PivotCharts
• Changing chart types
• Developing custom chart types
• Adding trend lines to charts
• Updating values and modifying data for graphs
• Modifying data series in charts
• Highlighting chart elements
• Data visualization on charts - manipulating data series
• Creating a Pivot Chart from data retrieved via an external database
• Adjusting PivotChart layouts
• Changing PivotChart types
• Filtering PivotChart fields
• Grouping elements within a PivotChart box
• Adding a data table to a PivotChart

Spreadsheet Data Processing

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

Handling Information from External Data Sources

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

Building Interactive Dashboards - Case Study

Requirements

  • Foundational knowledge of Windows operating system and MS Excel basics.

Audience

  • Business analysts
  • Data analysts
 14 Hours

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