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Visual Data with Excel Pivot Tables and Dashboards Course

Visual Data with Excel Pivot Tables and Dashboards Course summary

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

Who should attend?
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

The course duration is 1 Day.

Visual Data with Excel Pivot Tables and Dashboards Course Description


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

Creating Excel Pivot Tables with Excel PowerPivot Data:

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

Excel techniques that are essential for Dashboards:

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

Creating Visuals in Excel:

Charting: Pie, Line, Area, Column, Scatter, Bar charts,
Charting: Axes, 2D, 3D chart elements, Sizing of charts
Charting: Formatting of charts
Create dashboard heat maps and other shapes
Conditional Formatting
Top and bottom filters

Adding inter-activity:

Forms and controls (for drop down lists to choose what you are comparing)
Linking Excel cells to a text box
Linking cells to chart labels
Linking dynamically to changing ranges and values


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


Refreshing Excel Dashboards in line with changing data

What is included in the Excel Courses:
  • Excel Course Certificate on completion
  • Excel Course notes
  • Practical Excel Course exercises, Excel Examples
  • After the course, 1 free session for questions online Excel Course via
  • Max group size, online and in classroom, on this Excel Course is 4.
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