Microsoft Excel Business Intelligence (BI) - Reporting and Charting

Course

Online

£ 229 + VAT

Description

  • Type

    Course

  • Methodology

    Online

A hands-on one-day course with free  pre-course online skills testing. This course covers 2007, 2010, 2013 and 2016 versions. TARGET AUDIENCE This intensive hands-on one-day course is aimed at existing users of Microsoft Excel who want to use the more advanced data manipulation and display features in order to produce professional and interactive reports and charts. Delegates should have a very good existing knowledge of Excel and ideally would have attended, or have knowledge of the concepts covered in the Excel Introduction and Intermediate courses. Learning Objectives Do you need to pull out relevant information from large data sets? This is what our Excel BI Reporting and Charting course is designed to help you with: to show you a range of techniques that will assist you to get at the information you are interested in, quickly. We start by looking at how to get data into Excel from a number of different sources, then explore the best ways to display and manipulate that data to give you a professional result.  We also use a range of advanced functions and sheet controls and explore a number of advanced chart types.

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Reviews

Subjects

  • MS Excel
  • Microsoft excel training
  • Business Intelligence
  • Microsoft Excel
  • Excel

Course programme

MODULE 1: Importing and Linking Data

Learning outcomes:

Import, sort and filter data from a number of different sources into an Excel spreadsheet

Topics covered:

  • Importing Data from a text file
  • Importing Data from an XML file
  • Linking to an External Data Source
  • Using Microsoft Query to Control Linked Data
  • Modify and Update Connections

MODULE 2: Data Manipulation with Pivot Tables

Learning outcomes:

Summarise information from large data sets. Group, filter and perform calculations on summarised data

Topics covered:

  • Creating Basic Pivot Tables
  • Grouping Pivot Data
  • Calculated Fields in Pivot Tables
  • Filtering Pivot Data
  • Changing the Pivot Table Display Methods

MODULE 3: Advanced Reporting Functions

Learning outcomes:

Use a variety of advanced functions to interrogate and manipulate spreadsheet data

Topics covered:

  • Using the GetPivotData Function
  • Using the Index Function
  • Using the Match Function
  • Using Index and Match Together
  • Using the Choose Function
  • Using the Frequency Function

MODULE 4: Automating Reports with Controls

Learning outcomes:

Automate the appearance of charts and data using a variety of built in controls and macros

Topics covered:

  • Using Form Controls
  • Record and Run Simple Macros
  • Assign Macros to Form Controls

MODULE 5: Advanced Charting Features

Learning outcomes:

Explore advanced charting options and techniques to display complex data in a professional way

Topics covered:

  • Creating Combination Charts
  • Displaying a Secondary Axis
  • Modifying Axis Options
  • Display Data Trends
  • Charting an Acceptable Range
  • Charting Targets

Microsoft Excel Business Intelligence (BI) - Reporting and Charting

£ 229 + VAT