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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

Building PivotTables

• Introduction to PivotTables
• Overview of PivotTable report fields
• Generating a PivotTable report from a data list
• Adjusting PivotTable layouts
• Field filtering
• Modifying calculation types for data fields
• 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

• Building 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 PivotChart from data retrieved via an external database
• Adjusting the layout of a PivotChart
• Changing the type of PivotChart
• Filtering PivotChart fields
• 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 with subtotals
• Creating scenarios
• Data validation
• Creating custom cell formats
• Developing custom number formats

Ingesting Information from External Data Sources

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

Designing Interactive Dashboards - Case Study

Requirements

  • Familiarity with Windows and basic MS Excel operations.

Target Audience

  • Business analysts
  • Data analysts
 14 Hours

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