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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
• Creating outlines
• Setting page breaks
• Generating printable versions

Creating PivotTables

• Basic information about PivotTables
• Overview of PivotTable report fields
• Creating a PivotTable report from a data list
• Modifying PivotTable layouts
• Filtering fields
• Changing the calculation type of a data field
• Grouping PivotTable data items
• Adding additional calculations to the data area
• Inserting calculated fields
• Inserting calculated items
• Retrieving values from a PivotTable report

Creating Charts and PivotCharts

• Creating PivotCharts
• Changing chart types
• Designing custom chart types
• Adding trend lines to charts
• Adding new values and modifying graph data
• Managing data series and their modifications in charts
• Highlighting chart elements
• Data visualization on charts - manipulating data series
• Creating a PivotChart from information retrieved from an external database
• Modifying PivotChart layouts
• Changing PivotChart types
• Filtering PivotChart fields
• 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
• 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

Developing Interactive Dashboards - Case Study

Requirements

  • Familiarity with Windows and basic MS Excel functions

Audience

  • Business analysts
  • Data analysts
 14 Hours

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