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Course Excel Analysing and Presenting Data with Dashboards and Pivot Tables
  • Public Scheduled Price£195 +VAT
  • Course Duration1 Day
  • Course Options
    Public Scheduled
    Public Scheduled
    Fixed content, fixed date, fixed location, fixed length, multiple organisations - All you need to do is choose which course you would like to attend and contact us to book!
    Private
    Private
    Flexible content, flexible date, flexible location, variable length, private to your organisation - Courses can be held at one of our training venues or at another location convenient to you. Training can be set over a number of days or weeks to allow for practice time between training sessions.
    Bespoke
    Bespoke
    Bespoke private training can be based on an existing course or a number of lessons taken from several courses, we can also write bespoke courses for you based on your in-house systems or development program.
  • Latest Reviews
    "Excellent training experience. Thank you for answering my questions about other products such as Power Pivot/ Data Model"

    C.R. Durham County Council, Excel Analysing and Presenting Data with Dashboards and Pivot Tables

    "All of it was good value to me"

    D.M. CMR UK Ltd, Excel Analysing and Presenting Data with Dashboards and Pivot Tables

    "Really good course at an appropriate pace for everyone. I've been to a few courses by ITTS and all have been good"

    M.W. Durham County Council, Excel Analysing and Presenting Data with Dashboards and Pivot Tables

    "Trainer was very knowledgeable"

    D.M. CMR UK Ltd, Excel Analysing and Presenting Data with Dashboards and Pivot Tables

    "Good trainer and very clued up on subject"

    H.G. Vantec, Excel Analysing and Presenting Data with Dashboards and Pivot Tables

Overview
This outline below contains an overview of a wide range of features within Excel that when used together can be used to create interactive visual reports and dashboards. The course will show delegates how these features can be used individually to present data but can also be used in combination to make powerful and insightful reports.

The course content has been pulled from a mix of our Excel courses, some content will be recapped to ensure all delegates are at the same level as they are used in conjunction with each other to effectively present data and build reports.
Prerequisites
    • Delegates should have attended the Excel level 3 course, or have equivalent knowledge.
This course is suitable for
Microsoft Excel 2010, 2013 and 2016
What's included
    • Laptops are available for training delivered at client's premises
    • Lunch and refreshments when training is delivered at our training venues
    • Comprehensive course materials and exercises
    • Telephone and Email Support
Course Content
    • Preparing Data for Analysis
      Absolute Referencing
      Consider data types
      Organising data in way best suited to presentation
      Tables
      Creating Tables
      Advantages of using tables
      Adding data to tables
      Working with Table Options
      Slicers
      Naming cells (Ranges)
      Giving text to cells and ranges of cells
      Create Name from Selection
      Create Names using the Name Box
      Using Names in formulas
      Using the Name Manager

      Functions used for data preparation
      Proper
      Upper and Lower
      Left, Right Mid
      Concatenate
      Text to Columns
      Remove Duplicates
      FlashFill
      VLOOKUP
      Understanding Lookup Functions
      Using VLOOKUP
      Approximate and Exact Matches
      Gathering data for analysis using VLOOKUP
      Fixing Common Lookup problems
    • Building Insightful Pivot Tables
      Creating a pivot table
      Fields to create row headings
      Fields to create column headings
      Data in the summary area
      Dynamically building a pivot table
      Rearranging fields in a pivot table
      Number formatting of the data area
      Moving pivot tables from one sheet to another or around the same sheet
      Deleting a pivot table
    • Summarising Pivot Table Data
      Managing subtotals and grand totals
      Changing the data field calculation (Sum, Count, Average etc.)
      Sort and Filter
      Drilling down to the raw data
      Building and using Report Pages
    • Grouping Pivot Data
      Grouping Date Fields
      Including Years when Grouping by Months
      Grouping Date Fields by Week
      Multi Grouping
    • Running Totals in Pivot Tables
      Create year on year total comparisons
      Setting Running Total base fields
    • Calculated Fields in Pivot Tables
      Setting the number format for a calculated field
      Limitations on calculated fields
      Adding a calculated field to a pivot table
      Creating calculating fields
    • Conditional Formatting For Pivot Tables
      Conditional Formatting Types
      Highlight Cell Rules
      Analysis of data using Top Bottom Rules
      Manipulate Icon Sets to fit data types
      Data Bars
      Colour Scales to create data heat maps
      Customising Conditional Formatting with formulas
    • Pivot Charts
      Building Pivot Charts
      Editing Pivot Chart Layouts
      Editing Pivot Chart Styles
      Using the built in chart filter buttons for presentation
    • Slicers and Timelines
      Building Slicers for easy and interactive filtering
      Formatting Slicers
      Working with Pivot Table connections
      Timelines
    • Pivot Table Dashboards
      Developing Layout and Design approach to dashboard sheet
      Adding Pivot Tables and Pivot Charts to dashboards
      Adding dynamic filter and slicer buttons
    • Using Simple Macros to make Reports and Dashboards interactive
      Recording a Macro
      Run a Macro
      Delete a Macro
      Assign a Macro to a Button
      Viewing the Code behind a Macro
      Macro Security
    • Sample Dashboard Examples
      Sales and employee analysis example
      HR and location analysis example

 

Latest Course Reviews
"All of it was good value to me"

D.M. CMR UK Ltd, Excel Analysing and Presenting Data with Dashboards and Pivot Tables

"Trainer was very knowledgeable"

D.M. CMR UK Ltd, Excel Analysing and Presenting Data with Dashboards and Pivot Tables

"Really good course at an appropriate pace for everyone. I've been to a few courses by ITTS and all have been good"

M.W. Durham County Council, Excel Analysing and Presenting Data with Dashboards and Pivot Tables

"Excellent training experience. Thank you for answering my questions about other products such as Power Pivot/ Data Model"

C.R. Durham County Council, Excel Analysing and Presenting Data with Dashboards and Pivot Tables

"Good trainer and very clued up on subject"

H.G. Vantec, Excel Analysing and Presenting Data with Dashboards and Pivot Tables

 

IT Training Solutions Ltd
Oakville, 14 Durham Road West, Bowburn, Durham, DH6 5AU
0191 377 8377
ittrainingsolutions.co.uk

Printed: 17 Jun 19

 

 

 

Contact us

  • Name*:*
  • Organisation:
  • Telephone:
  • Email:*
  • Message*:*
  • Send me a copy of this email
  • Send me course updates from time to time via email

    Your subscription will naturally terminate after your chosen time limit. We will get in touch just before the end so that you can subscribe again if you would like to continue receiving information after that point.

* Required Fields