Overview:

In the current data-driven environment, professionals are tasked with managing vast amounts of information from diverse sources. The ability to quickly process this data and distill it into meaningful insights is a critical skill. With many organizations operating with leaner IT support, this responsibility increasingly falls on individual contributors.

This comprehensive course is designed to equip you with the advanced Excel skills needed to transform raw, multi-source data into dynamic and insightful reports. You will master the use of PivotTables and PivotCharts to create flexible summaries, progressing from foundational concepts to more sophisticated applications. Additionally, you will learn to streamline your workflow by importing and cleaning data using the powerful PowerQuery tool.

Why you should Attend:

This session will demystify PivotTables, demonstrating they are not only accessible but also transformative for data analysis. We will move from creating basic summaries to building interactive dashboards by incorporating sorting, filtering, slicers, and timelines. This allows for instant, multi-dimensional data exploration, enabling you and your team to achieve immediate gains in productivity and analytical capability.

The techniques taught are universally applicable across all industries and data types. The instruction is direct and practical, ensuring you can apply these skills to your own datasets immediately. The course also introduces the powerful capabilities of PowerQuery and PowerPivot to automate data preparation and enable more complex data modeling.

Agenda:

Part 1: Advanced Data Visualization

• Creating and customizing core charts (Bar, Line, Pie, Combo)

• Adding professional elements: Data Labels, Titles, and Trendlines

• Using Trendlines for future projections

• Creating and using Sparklines

• Saving and reusing custom chart templates

• Linking Excel charts to Word, PowerPoint, and Outlook

Part 2: Mastering PivotTables & Dashboards

• Building and formatting PivotTables from the ground up

• Utilizing drill-down and managing the Field List

• Advanced sorting, filtering, and value field settings

• Creating interactive reports with Slicers and Timelines

• Building PivotCharts and grouping data by day, month, quarter, or year

• Adding custom calculations and updating tables with new data

• Creating consolidated PivotTables from multiple ranges

Part 3: Data Automation with PowerQuery & PowerPivot

• Importing data from Excel, websites, Access, SQL Server, and text files

• Cleaning and transforming data: splitting/merging columns and calculating ages

• Performing Append, GroupBy, and Merge queries

• Adding custom and conditional columns

• Introduction to the PowerPivot data model and managing table relationships

• Creating Measures, KPIs, and using Sets within PowerPivot

Who Will Benefit:

This seminar is ideal for:

• Business Owners, C-Suite Executives (CEOs, CFOs, CTOs)

• Managers, Administrators, and Team Leads across all departments

• Sales, Banking, and Training Professionals

• Any Excel user seeking to significantly enhance their efficiency, reporting capabilities, and data analysis skills.