Microsoft® Excel® for Office 365™/2021: Data Analysis with PivotTables

Course Specifications

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Course Length:

1 day

Course Description

Overview:

Advances in technology have made it possible to store ever-increasing amounts of data. Along with this, the need to analyze data and gain actionable insight is greater than ever. You already have experience working with Microsoft® Excel® and creating basic PivotTables to summarize data. But Excel is capable of doing much more. Being able to harness the power of advanced PivotTable features and create PivotCharts will help you to gain a competitive edge. You will not only be able to summarize data for you to analyze, but also organize the data in a way that can be meaningfully presented to others. This leads to data-driven business decisions that have a better chance for success for everyone involved.

This course presents information and skills that are appropriate for users of either the Office 2021 or Office 365 applications. However, the instructional environment for the delivery of this course utilizes Office 365.

Course Objectives:

In this course, you will use the advanced PivotTable functionality in Excel to analyze your raw data.

You will:

• Prepare data for PivotTable reporting and create PivotTables from various data sources.
• Analyze data by using PivotTables.
• Work with PivotCharts.

Target Participant:

Participants taking this course are experienced Excel users who are seeking to advance their data analysis capabilities by using PivotTables.

Prerequisites:

To ensure your success in this course, you should have experience working with Excel and PivotTables. You should already understand spreadsheet concepts and be comfortable creating basic PivotTables. You can obtain this level of skill and knowledge by taking the following Logical Operations courses:

• Microsoft® Excel® for Office 365™ (Desktop or Online): Basic
• Microsoft® Excel® for Office 365™ (Desktop or Online): Intermediate

Course-Specific Technical Requirements

Hardware:

For this course, you will need one workstation for each participant and one for the instructor. Each computer will need the following minimum hardware configurations:

• 1 gigahertz (GHz) 64-bit (x64) processor.
• 2 gigabytes (GB) of Random Access Memory (RAM).
• 32 GB available storage space.
• Monitor capable of a screen resolution of at least 1,024 × 768 pixels, at least a 256-color display, and a video adapter with at least 4 MB of memory.
• Bootable DVD-ROM or USB drive.
• Keyboard and mouse or a compatible pointing device.
• Fast Ethernet (100 Mb/s) adapter or faster and cabling to connect to the classroom network.
• IP addresses that do not conflict with other portions of your network.
• Internet access (contact your local network administrator).
• (Instructor computer only) A display system to project the instructor’s computer screen.

Software:

• Microsoft® Windows® 10 Professional or Enterprise
• Microsoft® Office 365™ for Business license (which provides the Microsoft Office apps)The Office 365 plan you use depends on the licensing available in your environment. If you wish to use a trial version, Office 365 Business Premium is acceptable. This course was not tested with Office 365 Home or Office 365 Personal; some features might not be available in these editions.

Course Content

Lesson 1: Preparing Data and Creating PivotTables

• Topic A: Prepare Data
• Topic B: Create a PivotTable from a Local Data Source
• Topic C: Create a PivotTable from Multiple Local Data Sources
• Topic D: Create a PivotTable from an External Data Source

Lesson 2: Analyzing Data by Using PivotTables

• Topic A: Summarize PivotTable Data
• Topic B: Organize PivotTable Data
• Topic C: Filter PivotTable Data
• Topic D: Format a PivotTable
• Topic E: Refresh and Change PivotTable Data

Lesson 3: Working with PivotCharts

• Topic A: Create a PivotChart
• Topic B: Manipulate PivotChart Data
• Topic C: Format a PivotChart

Course Delivery

The course methodology for face-to-face sessions employs a dynamic blend of interactive lectures, collaborative discussions, and hands-on workshops. Participants will engage in real-world case studies, practical exercises, and group activities to reinforce theoretical concepts, fostering a rich learning environment that encourages active participation and skill application.