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MICROSOFT EXCEL AND PIVOT TABLE

MICROSOFT EXCEL AND PIVOT TABLE
  • OVERVIEW

  • WHO SHOULD ATTEND

  • LEARNING OUTCOME

Pivot Table is an interactive worksheet table that provides a powerful tool to summaries large amount of tabular data. In other words, it is a way to extract complex data from a long list of information and present it in a readable form to facilitate reporting.

This course is suitable for users who are required to analyze data or generate reports using Microsoft Excel.

After completing this course, students will be able to:

  • Generate a Pivot Table
  • Perform Calculations from Pivot Table
  • Set Advanced Pivot Table Options
  • Create Pivot Tables from different sources
  • Load data and clean data
  • Create models and relationship
  • Create Power Pivot
  • Create Pivot Chart
  • Create dashboard

Course Outline

MODULE 1: PIVOT TABLE

  • Creating Pivot Table
  • Working with Pivot Tables
  • Updating a Pivot Table
  • Changing the Layout of the Pivot Table
  • Adding and Removing Fields in a Pivot Table
  • Pivot Table Formatting
  • Pivot Tables Formatting Options
  • Format Report Using Conditional Formatting inside Pivot Tables
  • Add a conditional format
  • Pivot Table Toolbar

MODULE 2: CALCULATIONS FROM PIVOT TABLES

  • Pivot Table Formula
  • Adding Calculated Fields
  • Adding Calculated Items
  • Edit a calculated field formula
  • Edit a single formula for a calculated item
  • Edit individual formulas for specific cells of a calculated item
  • Using VLOOKUP with the Pivot Tables
  • GETPIVOTDATA

MODULE 3: ADVANCED PIVOT TABLE OPTIONS

  • Pivot Table Summaries
  • Pivot Table Field Options
  • Changing Pivot Table Options
  • Other Pivot Table Options Setting

MODULE 4: POWER PIVOT

  • Loading external data
  • Basic cleaning of data
  • Creating model
  • Adding calculated columns
  • Creating Power Pivot

MODULE 5: CREATING PIVOT TABLES FROM DIFFERENT SOURCES

  • Creating a Pivot Tables based on another Pivot Table
  • Creating a Pivot Tables from External Data
  • Consolidating Information Using Pivot Tables
  • Create a Pivot Table Consolidate from multiple worksheets

MODULE 6: DASHBOARD CHARTING TECHNIQUES

  • Creating Charts
  • Creating user-defined chart types
  • Changing the default chart type
  • Combining different chart types in one chart
  • Creating custom markers
  • Creating miniature charts suitable for dashboards
  • Using Sparklines
  • Target vs Actual charts
  • Bubble charts

MODULE 7: CREATING A DASHBOARD

  • Dashboard layout
  • Best Practice
  • Effective use of color
  • Creating interactive dashboard

Course Info

  • No. Of Days: 2 Days
  • Language:English
  • Prerequisites:

    Completion of Microsoft Excel Intermediate or equivalent knowledge.

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