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The ability to analyze data is a powerful skill that helps you make better decisions. Microsoft Excel is one of the top tools for data analysis and the built-in pivot tables are arguably the most popular analytic tool.

In this course, you will learn how to perform data analysis using Excel’s most popular features. You will learn how to create pivot tables from a range of rows and columns in Excel. You will see the power of Excel pivots in action and their ability to summarize data in flexible ways, enabling quick exploration of data and producing valuable insights from the accumulated data.

Pivots are used in many different industries by millions of users who share the goal of reporting the performance of companies and organizations. In addition, Excel formulas can be used to aggregate data to create meaningful reports. To complement, pivot charts and slicers can be used together to visualize data and create easy to use dashboards.

You should have a basic understanding of creating formulas and how cells are referenced by rows and columns within Excel to take this course. If you need help with this, then check out the course, Excel Business Spreadsheet Hacks. You are welcome to use any supported version of Excel you have installed on your computer, however, the instructions are based on Excel 2016. You may not be able to complete all exercises as demonstrated in the lectures but workarounds are provided in the lab instructions or Discussion forum. Please note that Excel for Mac does not support many of the features demonstrated in this course.

After taking this course you’ll be ready to continue to our more advanced Excel course, Analyzing and Visualizing Data with Excel.

What You’ll Learn

  • Create flexible data aggregations using pivot tables
  • Represent data visually using pivot charts
  • Calculate margins and other common ratios using calculation on pivot table
  • Filter data using slicers in multiple pivot tables
  • Create aggregate reports using formula based techniques

Course Curriculum

Starting The Course
Welcome To The Course Details 00:02:00
Schedule and Grading Details 00:02:00
Install Office 2016 Professional Plus Trial Details 00:10:00
Pre-course Survey 00:10:00
Introduction To Reporting In Excel
Introduction to Reporting in Excel – Mod 1 Details 00:09:00
Further Reading Details 00:10:00
Introduction to Reporting in Excel Quiz 00:20:00
Session Scenario Details 00:20:00
Lab 1 00:30:00
Excel Tables
Excel Tables – Mod 2 Details 00:12:00
Further Reading 2 Details 00:10:00
Excel Tables Quiz 00:30:00
Session 2 Scenario Details 00:20:00
Lab 2 00:20:00
Basic Pivot Tables
Basic Pivot Tables – Mod 3 Details 00:11:00
Basic Pivot Tables – Mod 4 Details 00:11:00
Further Reading 3 Details 00:20:00
Basic Pivot Tables Quiz 00:30:00
Session 3 Scenario Details 00:10:00
Lab 3 00:30:00
Dashboards
Dashboards – Mod 5 Details 00:12:00
Dashboards – Mod 6 Details 00:13:00
Further Reading 4 Details 00:10:00
Dashboards Quiz 00:30:00
Session 4 Scenario Details 00:10:00
Lab 4A 00:30:00
Lab 4B 00:20:00
Profitability Analysis and Finding Anomalies
Profitability Analysis and Finding Anomalies – Mod 7 Details 00:13:00
Further Reading 5 Details 00:10:00
Profitability Analysis and Finding Anomalies Quiz 00:20:00
Session 5 Scenario Details 00:10:00
Lab 5 00:30:00
Comparing Year over Year in Pivot Tables
Comparing Year over Year in Pivot Tables – Mod 8 Details 00:10:00
Comparing Year over Year in Pivot Tables – Mod 9 Details 00:12:00
Further Reading 6 Details 00:10:00
Comparing Year over Year in Pivot Tables Quiz 00:20:00
Session 6 Scenario Details 00:10:00
Lab 6 00:30:00
Reporting Hierarchical Data
Reporting Hierarchical Data – Mod 10 Details 00:13:00
Further Reading 7 Details 00:10:00
Reporting Hierarchical Data Quiz 00:20:00
Session 7 Scenario Details 00:10:00
Lab 7 00:10:00
Introduction to multi-table pivot tables and the data model
Introduction to multi-table pivot tables and the data model – Mod 11 Details 00:11:00
Further Reading 8 Details 00:10:00
Introduction to multi-table pivot tables and the data model Quiz 00:05:00
Session 8 Scenario Details 00:20:00
Lab 8 00:30:00
Post-course Survey
Post-course Survey 00:10:00

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