Excel Pivots & Dashboards Course

Turn complex Excel data into clear, attractive charts and dashboards that highlight key trends and insights at a glance. .

Excel Pivots and Dashboards Course

Excel Dashboards will summarize and present the key indications of large data in an attractive visual display, hightlighting the most important trends so the most important aspects of data could could be seen in a snap second by glancing at attractive, colourful charts. Pivot Tables help analyze the data and brings new capabilities to business users to analyse, explore and gain new insight into business and marketing data. Pivots help analyze and understand the growing quantities of data that are created on a daily basis.

Who should attend the Excel Pivots and Dashboards Course?


Business users who analyse data with Excel or create management reports
Excel users who want to analyze large data sets and also create relationships between tables
Excel users who know how to Pivot Tables and Pivot Charts
Excel users who wish to create interactive dashboards

Excel Pivots and Dashboards Course Outline

Introduction: Activating Power Pivot in Excel
Browse, Filter and Sort PowerPivot Data
PowerPivot Menu Options
The AutoSum Function in Power Pivot
Relationships:

Create Relationships with Excel PowerPivot Data
Create Relationships to Master Data
Create PivotTables with Table Relationships

Excel techniques that are essential for Dashboards:

Offset
Lookup formulae (Vlookup, Hlookup, Match, Index)
Conditional formulae (If, Countifs, And, Or, etc.)
Aggregate formulae
Advanced filters to organise columns and filter rows

Creating Excel Pivot Tables:

Creating PivotTables
Changing the Method of Calculation
Pivot Table Calculations
Filtering with Slicers
Excel PivotTable Filters and Slicers
Filtering Excel PivotTables and PivotCharts
Creating Hierarchies

Creating Visuals in Excel:

Sparklines
Create dashboard heat maps and other shapes
Conditional Formatting
Top and bottom filters

Creating and Formatting Charts and Graphs in Excel:

Charting: Pie, Line, Area, Column, Scatter, Bar charts,
Charting: Axes, 2D, 3D chart elements, Sizing of charts
Selecting data, changing data ranges, refreshing data
Formatting of charts
Colour and Font schemes and Customising Themes
Using Standard Chart Templates
Adding and removing chart elements
Chart Filters and Slicers

Adding inter-activity:

Forms and controls (for drop down lists to choose what you are comparing)
Dynamic Filters and Slicers
Go-to's with drop lists
Linking Excel cells to a text box
Linking cells to chart labels
Linking dynamically to changing ranges and values

Refreshing:

Refreshing Excel Dashboards in line with changing data

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What makes the Excel course special?

Excel Instructor-led Learn from an experienced instructor live online, ask questions and get immediate assistance.
Personalised attention Small groups of max 4 delegates makes for personalised attention and successful training.
Practical Exercises Get experience and familiarity with Excel by doing practctical exercises.
London Online, Classroom, Onsite Mostly online, instructor-led. Request Excel classroom in London or onsite training by emailing us about it.

Request a Free Excel trial

Want to experience the instructor-led training before booking? Request a free Excel trial or contact us to discuss your Excel training requirements.

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