Excel Boot Camp:
PivotTables & Dashboards

Create interactive management reports using PivotTables, PivotCharts, and other additional Excel features.

Full Course Description:

Do you want to learn more than the basics of PivotTables? Do you want to learn how to use PivotTables and other Excel Features to easily provide powerful analysis and reports?

In this course, students will go beyond the basics of PivotTables and PivotCharts to cover many lesser known PivotTable features, as well as tips and tricks every PivotTable user will want to know. Additionally, after enhancing the student's knowledge of PivotTables and PivotCharts, students will learn about other formulas and features that they can use to create interactive high-level management reports.

You will be able to import data from an external source into excel, create macros to make your cleaning up process faster, and visually represent complicated data into all kinds of interactive reports.

Prerequisites: To ensure your success, each student should have a general knowledge of Excel PivotTables and basic Excel formulas. Feel free to contact us to discuss if this level is right for you.

Session 1: PivotTables and PivotCharts (2 Days) Course Objectives: • You will learn advanced, in-depth features of PivotTables • Tips, tricks, and shortcuts • Create and enhance PivotCharts for powerful visual reporting • Filter data using Slicers and Timeline tools to make your reporting interactive • Use PivotTable specific formula to quickly summarize and extract your PivotTable data Agenda   Day 1: • Review best practices and rules to create PivotTables • Clean up data process • Insert and modify PivotTables from different data sources • Customizing and designing PivotTables • Working with the PivotTable Tools, Options, and Settings • Group Pivot data • Sorting Pivot data   Day 2: • Analyzing a PivotTable • Use multiple Value Fields • Use Value Field Properties • Create and modify Calculated Fields and Items • Filtering a PivotTable (Slicers, Timeline) • Creating and modify Pivot Charts • Work with GetPivotData function

Session 2: Dashboards and Interactive Reporting (2 Days)   Course Objectives: • You will create visual and interactive layouts   • Learn and review Best Practices • Link to external data using Excel’s importing tools • Clean-up imported data using basic Excel macros • Use sheet form controls and formulas to interact reports • Display Metrics and KPI’s using conditional formats • Use intermediate and advanced functions for ranking and summarizing source data Agenda   Day 1: • Review best practices and guidelines to create Dashboards • Create and modify PivotTables from different data sources • Create and modify PivotCharts and Slicers • Tools and options use to Import data and link into Excel • Create, modify, and use Macros for the clean-up process • Create and modify filtering options using Slicers   Day 2: • Create intermediate formulas for reporting • Use form controls in a worksheet • Apply conditional formatting rules to data • Make all reports interact and summarize your data • Create Dashboard Templates • Protection

Contact us for more information or to enroll in this boot camp

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Excel 2013 Training Class Outlines:

Excel 2013 Level 1: Fundamentals of Excel
Excel 2013 Level 2: Intermediate Functions and Features
Excel 2013 Level 3: Advanced Tools and Collaboration Features
Excel 2013 Level 4: Advanced Formulas and Functions
Excel 2013 Level 5: Introduction To VBA Macros
Excel 2013 Level 6: Advanced VBA Macros