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Excel Dashboard Building Level 1: SMART DATA AnalysisStrategies using Excel Pivot Tables, Charts & Slicers

SS Course: 9000367

Course Overview

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This hands-on, 1-day course is designed for business professionals and individuals interested in learning a SMARTer way to use the basic capabilities of Microsoft Excel Workbooks, Pivot Tables, Pivot Charts and Data Slicers to build basic business dashboards and data analysis solutions.

                                                                  

Scheduled Classes

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What You'll Learn

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  • Understand the basics of the SMART DATA Analysis & Dashboarding System for Microsoft Excel Workbooks
  • Understand how to build dashboards using the basic capabilities of Microsoft Excel
  • Understand the data analysis structure and components of an Excel Workbook
  • Understand how to use the Excel Data Table to produce an itemize list of data
  • Understand how to use the Excel Pivot Table to produce a summarize list of data
  • Understand how to use the Excel Pivot Table 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 properly create running totals by day, week or month
  • Understand how to use the Excel Pivot Chart to visualize data
  • Understand how to use the Excel Data Slicers to filter data

Outline

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Viewing outline for:

Module 01) Exploring Business Dashboards built using Excel Workbook Components

a) Reviewing business requirements for a dashboard

b) Understanding the Dashboard Components

c) Exploring how the Excel Workbook can be used to build Business Dashboards

d) Using the Pivot Tables, Charts & Slicers to answer business questions

Module 02) Getting Started with Data Analysis Structures of the Excel Workbook

a) Data Workbooks

b) Data Worksheets

c) Data Columns

d) Data Rows

e) Data Cells

Module 03) Getting Started with Data Analysis Values of the Excel Workbook

a) Data Values

b) Data Types

c) Data Formats

Module 04) Getting Started with Data Analysis Components of the Excel Workbook

a) Data Range

b) Data Table

c) Pivot Table

Module 05) 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 06) 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 07) Exploring Basic Data Analysis Methods in Excel Pivot Tables

a) Data Comparison Method

b) Data Cumulation (Running Total) Method

Hands-On Labs Outline

After completing this course, students will have performed the following labs:

Exercise 01) How to build a Business Tracking Dashboard to itemize data using the Excel Data Table

a) Review business requirements for business tracking

b) Working with the Excel Data Table

c) Working with the Data Filter

d) Working with the Data Slicer

Exercise 02) How to build a Business Metric Dashboard to summarize data using the Excel Pivot Table

a) Review business requirements for business metrics

b) Working with the Excel Pivot Table

c) Working with the Data Filter

d) Working with the Data Slicer

Exercise 03) How to build a Business Sales Dashboard to visualize data using the Excel Pivot Chart

a) Review business requirements for business trends

b) Working with the Excel Pivot Chart

c) Working with the Data Filter

d) Working with the Data Slicer

Prerequisites

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Students attending this course may consider taking the following courses as a pre-requisite:

    Who Should Attend

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    Business professionals interested in learning the basic capabilities of Microsoft Excel Workbooks, Pivot Tables, Pivot Charts and Data Slicers to build basic business dashboards and data analysis solutions.

    Next Step Courses

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