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Summarizing Microsoft Office Excel 2003 Data to Make Better Business Decisions
(Microsoft Training Course: 4003) - 0.5 day - £600 exc VAT



> Target Audience
This course, through hands-on activities, will teach you some of the most effective techniques in data summary and display. It covers the role of business intelligence in today’s workplace and introduces the power of Excel in business intelligence analysis. This course is designed for experienced Excel users who have a vested interest in analyzing Excel data more effectively.
> Course outline
  1. Deriving Business Intelligence from Excel Data
  2. Summarizing Data Using Lists
  3. Creating a PivotTable
  4. Fine-Tuning PivotTables


Module 1: Deriving Business Intelligence from Excel Data
  • What Is Business Intelligence?
  • The Need for Business Intelligence
  • Discussion: The Need for Business Intelligence
  • Summary of Discovering Business Intelligence in Excel
Skills
  • Describe the business intelligence process.
  • List the needs for business intelligence.
  • Explain how to extend business intelligence analysis beyond the spreadsheet.
  • Summarize business intelligence analysis in Excel.
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Module 2: Summarizing Data Using Lists
  • Demonstration: Revealing Information in Data Lists
  • Walkthrough 1: Creating a Data List
  • Walkthrough 2: Creating a Crosstab Table
  • Walkthrough 3: Creating a SUBTOTAL Formula
  • Walkthrough 4: Filtering a Data List
  • Tips and Tricks for Using Data Lists and SUBTOTAL Formulas
Skills
  • Create a data list.
  • Filter data lists.
  • Add a Total row to a data list.
  • Summarize data using SUBTOTAL formulas.
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Module 3: Creating a PivotTable
  • The Power of PivotTables
  • Demonstration: Exploring the Capabilities of PivotTables
  • Walkthrough 1: Creating a PivotTable
  • Walkthrough 2: Pivoting a PivotTable
  • Walkthrough 3: Adding Fields to and Removing Fields from the PivotTable
  • Using PivotTables to Reveal Business Intelligence
Skills
  • Describe PivotTable views.
  • Create a PivotTable.
  • Pivot a PivotTable.
  • Add fields to and remove fields from a PivotTable.
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Module 4: Fine-Tuning PivotTables
  • Demonstration: Filtering Data in PivotTables
  • Exercise 1: Filtering a PivotTable
  • Walkthrough 1: Filtering a PivotTable by Using Page Fields
  • Walkthrough 2: Formatting a PivotTable
  • Walkthrough 3: Creating a PivotChart
  • Revealing Business Intelligence by Using Excel
  • Discussion: Taking Business Intelligence Outside the Workbook
Skills
  • Filter a PivotTable.
  • Filter a PivotTable using Page fields.
  • Apply an AutoFormat to a PivotTable.
  • Create a PivotChart.
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> Pre-Requisites
Before attending this course, students must have the following pre-requisites:
  • Experience with analyzing business data to make decisions about products, projects, and strategic direction.
  • The ability to create formulas, including advanced formulas using the Insert Function dialog box.
  • The ability to create line graphs and column charts from Excel data.
> Purpose
After completing the course, students will be able to describe the role business intelligence plays in organizational planning and explain how to extend business intelligence analysis beyond the spreadsheet; use data lists and SUBTOTAL formulas to summarize their Excel data; create and use PivotTables to visualize worksheet data; limit the data displayed in a PivotTable to only the data needed to make a specific decision.