OptimaTrain

Practical Excel 2010: Pivot Tables & Pivot Charts for the Workplace (ILT)

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    COURSE DESCRIPTION

    This course takes up where the Optima Train Excel 2010 Pivot Tables and Pivot Charts course leaves off. It has two primary themes, each ultimately related to data analysis with pivot tables. First, it teaches you a number of methods for importing external data (from a database, text files, or other sources) into Excel for analysis. Second, it devotes considerable time to the PowerPivot add-in introduced with Excel 2010.

    Category: Office Productivity/Microsoft

    Duration: 1-2 Days

    What are the requirements?

    • Microsoft Office 2010 and the free PowerPivot for Excel 2010 add-in

    Prerequisites: Practical Excel 2010 Pivot Tables and Pivot Charts or equivalent knowledge

    What am I going to get from this course?

    • An understanding of relational databases, a great source for pivot tables, and how queries can be used to import the data you need
    • How to import data from various relational sources into Excel with Microsoft Query
    • An understanding of how the new PowerPivot add-in adds significant power to Excel’s existing data analysis tools
    • How to use the PowerPivot user interface for Excel 2010
    • How to import data into PowerPivot and how to use PowerPivot to create relationships between relatable tables
    • How to build pivot tables from PowerPivot data
    • How to use the DAX language in PowerPivot to create calculated columns and measures, and why DAX is so powerful
    • How to create named sets, hierarchies, and KPIs (key performance indicators) with PowerPivot
    • How PowerPivot is related to OLAP cubes

    What is the target audience?

    • Any competent Excel users who want to be on the leading edge with Excel’s latest and most powerful data analysis tools

    Lesson Plan

    Introduction to Course
    Welcome to Pivot Tables and Pivot Charts Course
    Why Pivot Tables?
    What Pivot Tables Do for You
    Life Without Pivot Tables
    Creating a Pivot Table
    Data Structure for Pivot Tables
    Creating a Pivot Table
    Excel Tables
    Pivot Tables Based on a Table
    Basic Pivot Table Tools
    Pivot Table Field List Options
    Placing Fields in a Pivot Table
    Multiple Fields in the Values Area
    Pivot Table Layouts
    Value Field Settings for a Numeric Field
    Displaying Counts in a Pivot Table
    Show Values As Options
    Filtering and Collapsing on Row and Column Fields
    Field Settings for a Categorical Field
    Sorting in Pivot Tables
    Sorting with a Custom List
    More Filters for Row and Column Fields
    Slicers for Filtering
    Pivot Charts
    Styles for Pivot Tables and Charts
    Grouping by Category
    Other Pivot Table Tools
    Pivot Cache
    Converting a Pivot Table to Static Values
    More on Grouping by Dates
    Grouping by Selection
    Showing Report Filter Pages
    Displaying Cells with No Data
    PivotTable Options Dialog Box
    Selecting, Copying, Moving, Clearing,and Deleting a Pivot Table
    Refreshing a Pivot Table
    Avoiding Pivot Cache Sharing
    Conditional Formatting in Pivot Tables
    Calculated Fields
    Calculated Items
    Formulas Referencing Pivot Table Cells
    Using GetPivotData for Custom Reports
    Efficiency Tips for Pivot Tables
    Selected Uses of Pivot Tables
    Finding Unique Values with a Pivot Table
    Creating a Histogram with a Pivot Table
    Using Pivot Tables for Classification
    Conclusion to Course
    Conclusion to Pivot Tables and Pivot Charts Course

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