Course Overview
TOPScheduled Classes
TOPWhat You'll Learn
TOP- Understand the basics of the SMARTerBI™ Dashboard & Data Analysis System for Microsoft Excel Pivot Tables
- Understand how to use Excel Pivot Tables to properly summarize large quantities of data
- Understand the basic elements of the Pivot Table: Values, Row, Columns & Filter
- Understand how to build a data matrix for breaking-out and breaking-down summarized values
- Understand how to create a data roll-up and data drill-down within the Pivot Table
- Understand how to effectively compare two or more business values
- Understand how to properly create running totals by day, week or month
- Understand how to work with multiple Pivot Tables to create a dashboard system
Outline
TOP| Module 01) Exploring Business Dashboards built using Excel Pivot Tables a) Understanding the Dashboard Components b) Using the Pivot Tables to answer business questions c) Reviewing business requirements for a dashboard d) Exploring how the Excel Pivot Tables can be used to build Business Dashboards e) Reviewing the Data Analysis Concepts of the Excel Workbook Module 02) Getting Started with Excel Pivot Table Fundamentals a) Pivot Table b) Data Field List c) Data Value Box d) Data Row Box e) Data Column Box f) Data Filter Box Module 03) Exploring Common Data Analysis Methods in Excel Pivot Tables a) Data Summarization Method b) Data Break-Down Method c) Data Break-Out Method d) Data Roll-up Method e) Data Drill-Down Method Module 04) Exploring Basic Data Analysis Methods in Excel Pivot Tables a) Data Comparison Method b) Data Cumulation (Running Total) Method |
| Hands-On Lab Outline |
| After completing this course, students will have performed the following labs: Exercise 01) How to build a Simple Business Summary Dashboard using Excel Pivot Table a) Review business requirement for business tracking b) Working with the Excel Data Table c) Working with the Excel Pivot Table d) Working with Common Data Analysis Methods i) Using the Data Summarization Method ii) Using the Data Break-Down Method e) Working with the Data Filter Exercise 02) How to build a Basic Business Dashboard with Data Roll-up & Drill-Down Capabilities a) Review business requirement for business metrics b) Working with the Excel Data Table c) Working with the Excel Pivot Table d) Working with Common Data Analysis Methods i) Using the Data Summarization Method ii) Using the Data Break-Down Method e) Working with the Data Filter |
| Exercise 03) How to build a Business Sales Dashboard to Compare Business Values a) Review business requirement for business metrics b) Working with the Excel Data Table c) Working with the Excel Pivot Table d) Working with Basic Data Analysis Methods i) Using the Data Comparison Method ii) Using the Data Cumulation (Running Total) Method e) Working with the Data Filter Exercise 04) How to build a Business Dashboard System Using Multiple Excel Pivot Tables a) Review business requirement for business metrics b) Working with the Excel Data Table c) Working with Multiple Excel Pivot Table d) Working with the Data Slicers |
