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If you have to work with one or more employee lists, product lists, inventories, or transaction ledgers, this is the course for you. Learn how to set up a your spreadsheet so that it is flexible as possible, particularly if your list gets new items added


 
Course Outline
Did you know that as well as being a calculating tool, Excel is also very good at analyzing lists of information? If you have to work with one or more employee lists, product lists, inventories, or transaction ledgers, this is the course for you. You will learn how to set up a your spreadsheet so that it is flexible as possible, particularly if your list gets new items added periodically, or you get an entirely new set of items on a regular basis. Once you know how to set it up, you€'ll learn how to work with your list in a way that maximizes the number of reports you can make while minimizing the time it takes. By the end of the course you will be able to make reports that contain only the information your readers want, break down lists into the categories you want, turn your results into attractive reports, and answer new questions on the fly.

Detailed List of Topics

Pivot Tables
Creating a Pivot Table from scratch
Using the Field List
Choosing what Data to Display and Hide
Creating Totals and Subtotals
Creating Averages, Counts, etc.
Pivot Table Formulas
Refreshing Data

Changing the Layout of a Pivot Table
Rearranging Fields
Move a Pivot Table
Creating Groups
Formatting a Pivot Table
Using AutoFormat
Selecting Elements within a Pivot Table
Field Options
Pivot Table Options
 
Basic Pivot Table Formatting
Selecting Shortcuts
Pivot Table Styles
Creating Groups
Creating Groups Based on Dates
Collapse & Expand Fields

Calculations
Creating Totals and Subtotals
Creating Averages, Counts, etc.
Creating Calculated Fields
Creating Calculated Items

Pivot Table Summaries
Creating Drill-Downs
Show Report Filter Pages
Filtering Pivot Table Fields
 
Pivot Table Slicers (2010/2013)
Using Slicers
Slicer Connections
Slicer Styles & Other Slicer Settings
 
Creating Pivot Tables from External Data
Creating Pivot Tables from Multiple Consolidation Ranges
Creating Pivot Tables from Other Pivot Tables
 
Creating Pivot Charts
Working with Pivot Charts
Formatting Pivot Charts

Advanced Filter

Setting Up the Ranges
Setting Up the Criteria Range
Performing the Filter
Copy Unique Records to Another Location

Creating Database Functions
Using DSUM, DAVERAGE, DCOUNT, etc.
Creating Criteria Ranges
Editing Criteria to Change Formula Results
Using Range Names in Database Functions

Group & Outline, & Subtotals
Grouping Rows/Columns on a Sheet
Showing/Hiding Details in an Outline
Display/Hide Outline Symbols
 
Using Subtotals
Adding Automatic Subtotals
Adding Other Automatic Analysis (Average, Count, etc)
Removing Subtotals

Prerequisites & Certificates
Pre-Requisites

An Intermediate level knowledge of Excel is required before taking this course. This includes the Excel Introduction course, or equivalent knowledge, plus Intermediate Level 1 or Level 2 or Formulas and/or Functions. It is not a necessary to take both Intermediate courses and the Formulas and Functions courses before this course. However, you must have a solid understanding of Excel before attempting this course.

Certificates offered

Certificate of completion


Cancellation Policy
A full 5 business days notice is required to change or cancel any course date.

Once payment has been received, a credit will be held in your account if we have received sufficient notice of your cancellation or date change (we do not provide refunds). If insufficient notice is received, the entire fee or Tickets for that course date will be charged.

There is no charge for substitutions. If you cannot attend your course and cannot provide the 3 business days notice, you can send someone else in your place with no penalty.

Course Retake

If you cannot provide 5 business days notice of cancellation, you may take the course at a later date at no further charge with the following conditions.

1. You must take the course within 6 months of the original course date (no exceptions). After that time, the full course fee will be charged again.

2. Registration is on a stand-by basis only. If the course date you select becomes fully booked you will be asked to choose another date, which must be within 6 months of the original course date.

3. If you need to change or cancel your free re-take course, we must receive a full 5 business days notice of the change. If insufficient notice is received, this offer no longer applies and the full course fee will be charged again, should you choose to book another date.

4. This course is not transferable to another person. It must be taken by the same person who was scheduled for the original course.

5. This offer applies to the same course only (same software program, same course level and the same software version as was originally booked).
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Excel Training Toronto
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This course currently does not have any dates scheduled. Please call 1-877-313-8881 to enquire about future dates or scheduling a private, in house course for your team.

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