Microsoft Excel: Charts and Pivot Tables

Whether you need to crunch numbers for sales, inventory, information technology, human resources, or other organizational purposes and departments, the ability to get the right information to the right people at the right time can create a powerful competitive advantage. After all, the world runs on data more than ever before and that's a trend not likely to change, or even slow down, any time soon. But with so much data available and being created on a nearly constant basis, the ability to make sense of that data becomes more critical and challenging with every passing day. You already know how to get Excel to perform simple calculations and how to modify your workbooks and worksheets to make them easier to read, interpret, and present to others. But, Excel is capable of doing so much more. To gain a truly competitive edge, you need to be able to extract actionable organizational intelligence from your raw data. In other words, when you have questions about your data, you need to know how to get Excel to provide the answers for you. And that's exactly what this course aims to help you do. This course builds upon the foundational knowledge presented in the Microsoft® Office Excel® 2016: Part 1 course and will help start you down the road to creating advanced workbooks and worksheets that can help deepen your understanding of organizational intelligence. The ability to analyze massive amounts of data, extract actionable information from it, and present that information to decision makers is at the foundation of a successful organization that is able to compete at a high level.

Retail Price: $160.00

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Course Objectives

Upon successful completion of this course, you will be able to leverage the power of data analysis and presentation in order to make informed, intelligent organizational decisions.

You will:

  • Work with functions.
  • Work with lists.
  • Analyze data.
  • Visualize data with charts.
  • Use PivotTables and PivotCharts.

Audience

This course is designed for students who already have foundational knowledge and skills in Excel 2016 and who wish to begin taking advantage of some of the higher-level functionality in Excel to analyze and present data.

 

Prerequisites

To ensure success, students should have completed Logical Operations’ Microsoft® Office Excel® 2016: Part 1 or have the equivalent knowledge and experience.

 


Course Outline

 

Lesson 1: Analyzing Data

Topic A: Create and Modify Tables

- Tables

- Table Components

- The Create Table Dialog Box

- The Table Tools Design Contextual Tab

- Table Styles and Quick Styles

- The New Table Style Dialog Box

- Quick Analysis

- How to Use Quick Analysis Tools

- How to Create and Modify Tables

- Creating and Modifying Tables

- Using Summary Functions in Tables

Topic B: Apply Intermediate Conditional Formatting

- Custom Conditional Formats

- The New Formatting Rule Dialog Box

- The Conditional Formatting Rules Manager Dialog Box

- Rule Precedence

- How to Apply Intermediate Conditional Formatting

- Applying Intermediate Conditional Formatting

Topic C: Apply Advanced Conditional Formatting

- The Use a Formula to Determine Which Cells to Format Rule

- Cell References and Conditional Formatting

- How to Use Formulas and Functions to Apply Conditional Formatting

- Guidelines for Applying Conditional Formatting to Cells Based on Values in Other Cells

- Using Logical Functions to Apply Conditional Formatting

 

Lesson 2: Visualizing Data with Charts

Topic A: Create Charts

- Charts

- Chart Basics

- Chart Types

- Chart Insertion Methods

- Recommended Charts

- The Insert Chart Dialog Box

- How to Create Charts

- Creating Charts

Topic B: Modify and Format Charts

- Modification vs. Formatting

- Chart Elements

- Chart Elements Guidelines

- The Chart Tools Contextual Tab

- The Format Task Pane

- The Chart Tools Buttons

- The Select Data Source Dialog Box

- Chart Animations

- How to Modify and Format Charts

- Modifying and Formatting Charts

Topic C: Use Advanced Chart Features

- Dual-Axis Charts

- How to Create a Dual-Axis Chart

- Forecasting

- Trendlines

- Trendline Types

- The Format Trendline Task Pane

- How to Work with Trendlines

- Creating a Dual-Axis Chart

- Chart Templates

- How to Create and Use Chart Templates

- Creating a Chart Template

 

Lesson 3: Using PivotTables and PivotCharts

Topic A: Create a PivotTable

- Pivoting

- PivotTables

- Transactional Data

- The Create PivotTable Dialog Box

- The PivotTable Fields Task Pane

- How to Create a PivotTable

- Creating a PivotTable

Topic B: Analyze PivotTable Data

- Start with Questions, End with Structure

- The PivotTable Tools Contextual Tab

- The Value Field Settings Dialog Box

- Summarize and Show Combinations

- How to Analyze PivotTable Data

- Analyzing PivotTable Data

Topic C: Present Data with PivotCharts

- PivotCharts

- The PivotChart Fields Task Pane

- PivotChart Filters

- How to Create and Work with a PivotChart

- Presenting Data with PivotCharts

Topic D: Filter Data by Using Timelines and Slicers

- Slicers

- The Insert Slicers Dialog Box

- The Slicer Tools Contextual Tab

- The Report Connections Dialog Box

- Timelines

- The Insert Timelines Dialog Box

- The Timeline Tools Contextual Tab

- How to Insert and Work with Slicers and Timelines

- Filtering Data by Using Slicers and Timelines



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