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Microsoft Excel Business Intelligence (BI) - Reporting and Charting

A hands-on one-day course with free  pre-course online skills testing. This course covers 2007, 2010, 2013 and 2016 versions.


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.

Course Content

MODULE 1Importing 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 2Data 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 4Automating 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
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