Expand your Excel knowledge and learn how to structure and analyse large data sets.
This course is designed for students who already have foundational knowledge and skills in Excel and who wish to perform robust and advanced data and statistical analysis with Microsoft Excel using PivotTables, use tools such as Power Pivot and the Data Analysis ToolPak to analyze data and visualize data and insights using advanced visualizations in charts and dashboards in Excel.
This one-day course focuses on issues such as writing formulas and accessing help while writing them, and taking formulas to the next level by nesting one inside another for a powerful formula result. It also looks at ways of analysing data with reports, summarised by varying criteria. A range of time-saving tips and tricks are shared. This course will help participants: Calculate with absolute reference Group worksheets Link to tables Use the function library effectively Get to grips with the logical IF function Use conditional formatting Create pivot table reports Use data validation Master the VLOOKUP function 1 Calculating with absolute reference The difference between a relative and absolute formula Changing a relative formula to an absolute Using $ signs to lock cells when copying formulas 2 Grouping worksheets Grouping sheets together Inputting data into multiple sheets Writing a 3D formula to sum tables across sheets 3 Linking to tables Linking to a source table Using paste link to link a table to another file Using edit links to manage linked tables 4 The function library Benefits of writing formulas in the function library Finding the right formula using insert function Outputting statistics with COUNTA and COUNTBLANK Counting criteria in a list with COUNTIFS 5 Logical IF Function Outputting results from tests Running multiple tests for multiple results The concept of outputting results from numbers 6 Conditional formatting Enabling text and numbers to standout Applying colour to data using rules Managing rules Copying rules with the format painter 7 View side by side Comparing two Excel tables together Comparing two sheets together in the same file 8 Pivot table reports Analysing data with pivot tables Managing a pivot table's layout Outputting statistical reports Controlling number formats Visualising reports with pivot charts Inserting slicers for filtering data 9 Data validation Restricting data input with data validation Speeding up data entry with data validation 10 VLOOKUP function Best practices for writing a VLOOKUP A false type lookup A true type lookup Enhance formula results with IFNA 11 Print options Getting the most from print Printing page titles across pages Scaling content for print
Learn how to work with and connect multiple data sets to effectively analyse and report on data. Course overview Duration: 1 day (6.5 hours) Within Excel you have some powerful features to enable you to connect and analyse multiple data sources. Power Query enables you to import and manipulate your data, Power Pivot enables you to connect multiple data sources and create pivot tables and pivot charts from them. This course is an introduction to Power Query and Power Pivot in Excel to get you started on creating a powerful reporting capability. Knowledge of working with Excel workbooks and relational databases would be an advantage. Objectives By the end of the course you will be able to: Import data from multiple data sources Edit and transform data before importing Add extra columns of data Append data Merge data from other tables Create data models Build data relationships Build Pivot Tables Build Pivot Charts Use Slicers and Timeline Filters Content Importing data Data sources Importing data Transforming data Editing your data Setting data types Removing columns/rows Choosing columns to keep Setting header rows Splitting columns Appending queries Appending data from other tables Adding text Columns from example Custom columns Conditional columns Merge queries Setting up and using merge queries Merging in columns of data Creating a data model The data model Multiple data tables Connecting tables Building relationships Relationship types Building visuals from multiple tables Analysing information using pivot tables Creating and modifying a Pivot Table Recalculating the Pivot Table Filtering the Pivot Table Searching the Pivot Table Drilling down to underlying data Customising field names Changing field formatting Pivot charts, slices and timelines Creating Pivot Charts Adding and using Slicers
Duration 2 Days 12 CPD hours This course is intended for This course is designed for people who need output from a database. In some cases, database programs have limited reporting tools, or tools that are not accessible. Learners may or may not have programming or SQL experience. Overview In this course, you will connect to a database to extract data and present it as a report. You will: Identify the elements of the Crystal Reports interface. Create and modify a basic report. Use formulas to calculate and filter data. Build a parameterized report. Group report data. Enhance a report. Create a report using data from an Excel workbook. Distribute data. In this course, students will create a basic report by connecting to a database and modifying the report's presentation. 1 - EXPLORING THE CRYSTAL REPORTS INTERFACE Topic A: Explore Crystal Reports Topic B: Use Crystal Reports Help Topic C: Customize Report Settings 2 - WORKING WITH REPORTS Topic A: Create a Report Topic B: Modify a Report Topic C: Display Specific Report Data Topic D: Work with Report Sections 3 - USING FORMULAS IN REPORTS Topic A: Create a Formula Topic B: Edit a Formula Topic C: Filter Data by Using a Formula Topic D: Work with Advanced Formulas and Functions Topic E: Handle Null Values 4 - BUILDING PARAMETERIZED REPORTS Topic A: Create a Parameter Field Topic B: Use a Range Parameter in a Report Topic C: Create a Prompt 5 - GROUPING REPORT DATA Topic A: Group Report Data Topic B: Modify a Group Report Topic C: Group by Using Parameters Topic D: Create a Parameterized Top N Report 6 - ENHANCING A REPORT Topic A: Format a Report Topic B: Insert Objects in a Report Topic C: Suppress Report Sections Topic D: Use Report Templates 7 - CREATING A REPORT FROM EXCEL DATA Topic A: Create a Report Based on Excel Data Topic B: Modify a Report Generated from Excel Data Topic C: Update Data in a Report Based on Excel Data 8 - DISTRIBUTING DATA Topic A: Export Data Topic B: Create Mailing Labels 9 - APPENDIX Appendix A: Setting Up and Configuring Data Sources Appendix B: Using Report Processing Techniques Appendix C: Using Functions in Formulas