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Course Outline

Excel basics

• Creating and modifying styles

Creating formulas

• Logical functions
• Mathematical functions
• Search functions

Organising data in the spreadsheet

• Creating custom sort lists
• Data consolidation
• Creating outlines
• Page breaks
• Printable layout

Creating a PivotTable

• Basic information about pivot tables
• Overview of pivot table report fields
• Creating a pivot table report from a data list
• Modifying the pivot table layout
• Field filtering
• Changing the calculation type of a data field
• Grouping pivot table data items
• Adding an additional calculation to the data area
• Adding a calculated field
• Adding a calculated item
• Retrieving values from a PivotTable report

Creating charts and pivot charts

• Creating PivotCharts
• Changing the chart type
• Creating custom chart types
• Adding a trend line to a chart
• Adding new values and modifying data for the graph
• Data series and their modification in charts
• Highlighting chart elements
• Data visualisation on charts - manipulating data series
• Creating a Pivot Chart from data retrieved from an external database
• Changing the layout of a PivotChart
• Changing the type of PivotChart
• Filtering PivotChart fields
• Grouping elements of a PivotChart box
• Adding a data table to a PivotChart

Data processing in a spreadsheet

• Conditional formatting
• Custom cell formatting - creating a mask
• Custom conditional formatting
• Summarising data using subtotals
• Creating scenarios
• Data validation
• Creating custom cell formats
• Creating 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 the basics of MS Excel.

Audience

  • Business analysts
  • Data analysts
 14 Hours

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