ONLINE - Using PivotTable to Create Excel Dashboards. 12/8/2020

Length/CPE Hours

7 hours (1 day)

Time

8:30 a.m. – 4:30 p.m. Central Time

One hour break for lunch and a 15-minute morning and afternoon break.

Method of Delivery

This class will be held online using GoTo Metting.  Class participants will receive a PDF of the book and will be able to access the class files online.

When you register, be sure to use the email that you would like your GoTo Metting invitation sent to.  The meeting invitation will be sent no later than 1 hour prior to the class. Check your junk mail if you do not receive an invitation, especially if you have a Gmail or Hotmail account.  You do not have to have a GoTo Metting subscription to participate.  

The web browser client will download automatically when you start or join your first GoTo Metting meeting and is also available for manual download here.

https://www.gotomeeting.com/

It is a good idea to download this prior to the online meeting.

Prerequisites

Students must have an Intermediate to Advanced understanding of Microsoft Excel.

Course Description

The goal of this class is to learn how to use charts, PivotTables and other Excel features to create management reports called Dashboards. The class will begin with learning how to create and modify charts. Once you have modified the charts we will create chart templates to make creating future charts faster. We will also look at the new Sparkline feature in Excel.

Next, you will learn PivotTables and Pivot Charts. We will learn how to use Timelines and Slicers to change the views in PivotTables. We will also look at how using the Table feature can help make PivotTables and charts more dynamic. Next, we will look at special types of conditional formats like icons sets and data bars. Then we will combine the information to build a Dashboard.

Detailed Course Outline

Understanding Charting 

  • Create Excel Charts
  • Understanding the different types of Charts
  • Using the Chart Ribbon 
  • Use the new Recommended Charts 
  • Changing the Chart Type and Moving the Chart
  • Modifying charts  
  • Work with Chart Elements 
  • Create and use Chart Templates 
  • Look at the Excel’s new Sparkline feature

Understanding Tables and PivotTables

  • Learn how to design your spreadsheet to make it easier to create Tables and PivotTables 
  • Learn various ways to Filter data 
  • Understand the difference between Filtering data and using Tables
  • Create Tables and Understand their benefits 
  • Create and Modify PivotTables
  • Create and Modify Pivot Charts
  • Work with Slicers
  • Understand how Slicers can help with Dashboards
  • Work with PivotTable Timelines 
  • Work with Recommended PivotTables 

Conditional Formatting

  • Understand how to apply and modify Conditional Formatting
  • Understand how to use new features like Data Bars and Icon Sets

Combine Your Knowledge and Create a Dashboard

  • Use your knowledge of PivotTables, Charts. Slicers, Timelines and Conditional Formatting to create a simple dashboard.
  • Learn Basic Drawing options and Excel Options to help with dashboards.

Who Should Attend

Intermediate to Advanced Excel users that would like to expand their knowledge of Excel

Event Properties

Event Date 12-08-2020 8:30 am
Event End Date 12-08-2020 4:30 pm
Capacity 14
Registered 0
Available place 14
Cut off date 12-08-2020 8:00 am
Individual Price $189.00
Location ONLINE

Group Rate

#Registrants Rate/Person($)
3 169.00