Maximizing Microsoft® Excel Tools for Fast & Accurate Business Reporting

Introduction

Effective business reporting is an essential tool for today’s business:

• Scheduling – employee or resource schedule
• Basic Accounting – Invoice, PO & Sales Report
• Product Tracking – Analyst Product Performance
• Return of Investment – Business Performance Report
• Customer Database – Update Customer Information

All the above are useful information for business success. In this Microsoft Excel training program, we explore the potential on how Pivot Table, Functions, and Formulas can help us to achieve the above mentioned in a fast and accurate maner.

Prerequisites

This program is suitable only for those who have attended Microsoft Excel Intermediate and Advance.

Course Objectives

After completing this course, students should be able to:

• Understand the benefits of PivotTable Reports
• Convert raw data in an Excel worksheet into meaningful PivotTables and PivotCharts
• Manipulate the PivotTable layout
• Use grouping
• Create custom calculations
• Use formulas and create formulas outside of a report
• Create a PivotChart and publish it to a Web site

Course Outline

MODULE 1 – MAKE YOUR DATA WORK FOR YOU

• Maximize the Power of PivotTable
• Ask the Questions
• Get the Answers
• Review

After completing this module, students should be able to:

• Understand what needs to be done before creating a PivotTable
• Understand the ways you can use PivotTables to get the type of data you need

MODULE 2 – A QUICK TOUR

• Determine What You Need to Know
• The Source is Important
• Ready, Set, Go
• The PivotTable Layout
• What Goes Where
• Result of Our PivotTable
• Viewing Our Data Differently
• Review

After completing this module, students should be able to:

• Prepare an Excel worksheet before using the PivotTable wizard
• Use the PivotTable and PivotChart wizard
• Understand the PivotTable layout and which fields need to be dragged to which area of the layout
• Perform a simple PivotTable manipulation to change the way data is presented

MODULE 3 – MANIPULATING THE PIVOTTABLE

• Rearrange the Layout
• What We Get
• Add a New Field
• Remove a Field
• Add or Remove a Field Using the Wizard
• Rename a Field
• Format Numbers
• Change the Sort Order and Top 10 AutoShow
• Refresh Data
• Review

After completing this module, students should be able to:

• Manipulate fields of a PivotTable to view raw data in different ways
• Change the format of data in a PivotTable
• Use the Sort and Top 10 command
• Update a PivotTable report when the source data changes

MODULE 4 – DIGGING DEEPER

• Create a Quarterly Group
• Group Data Manually
• Display Subtotals
• Hide / Display Grand Total
• Format a PivotTable Report
• Review

After completing this module, students should be able to:

• Group and ungroup data
• Group data manually
• Create a subtotal field
• Hide and display grand totals
• Format a finished PivotTable for readability

MODULE 5 – BEYOND THE BASICS

• Creating a Second Data Field
• Use Count to Summarize Data
• Display Numerical Data as a Percentage of the Total
• Create a Custom Calculation
• More Functions in Custom Calculation
• Review

After completing this module, students should be able to:

• Add data fields
• Use the Count function to get more detailed information about sum totals
• Display numerical data as a percentage of the total
• Create custom calculations

MODULE 6 – MORE PIVOTTABLE CALCULATIONS

• Using Formulas
• Create a Calculated Field
• Create a Calculated Item
• Use PivotTable Data Outside the Report
• Use the GETPIVOTDATA Function
• Turn Off the GETPIVOTDATA Function
• Review

After completing this module, students should be able to:

• Use formulas to create new fields and items
• Create and use calculated fields
• Create and use calculated items
• Use PivotTable data outside the report
• Use the GETPIVOTDATA function

MODULE 7 – OPTIONAL TOPICS

• Create a PivotChart Report
• Publish PivotTable Reports to the Web
• Add Fields to a PivotTable Browser
• Use a PivotTable List
• Use Multiple Ranges as Source Data
• Review

After completing this module, students should be able to:

• Use the PivotTable and PivotChart wizard to create a PivotChart
• Enhance the look of a PivotChart by using the Vary Colors By Point option
• Share a PivotChart with colleagues by publishing it to a Web site
• Describe the difference between a PivotTable and a PivotTable List
• Use data from different worksheets and ranges