Workshop: Excel Part 4

It’s time to master the Pivot and PowerPivot.

Target Student: This workshop builds upon the foundation of the first 3 parts and is for the intermediate to advanced Excel user who wishes to fully implement and utilize all of the features.

Learning Objectives: At the end of this workshop, the learner will customize charts for presenting data visually, create data models to combine data from multiple tables within a workbook, create and use PivotTables and PivotCharts to summarize large datasets, import large datasets from multiple sources, create relationships between different data tables while building complex calculations using formulas, use slicers and timelines to make user interaction easy and finally, invoke security features to safeguard worksheets and workbooks and create and use macros to simplify repetitive tasks.

Prerequisites: Familiarity using a personal computer including a mouse and keyboard, comfort working in the Windows environment, and Microsoft Excel Parts 1, 2 and 3, or equivalent knowledge.

What you’ll learn in this workshop:

    • Formatting Chart Objects

    • Inserting Objects into a Chart

    • Formatting Axes

    • Formatting Axis Titles

    • Formatting a Chart Title

    • Formatting Data Labels

    • Formatting a Data Table

    • Formatting Error Bars

    • Formatting Gridlines

    • Formatting a Legend

    • Formatting Drop and High-Low Lines

    • Formatting Trendlines

    • Formatting Up/Down Bars

    • Formatting the Chart and Plot Areas

    • Naming Charts

    • Applying Shape Styles

    • Applying WordArt Styles

    • Saving Custom Chart Templates

    • Creating a Data Model from External  Relational Data

    • Creating a Data Model from Excel Tables

    • Enabling Legacy Data Connections

    • Relating Tables in a Data Model

    • Managing a Data Model

    • Creating Recommended PivotTables

    • Manually Creating a PivotTable

    • Creating a PivotChart

    • Manipulating a PivotTable or PivotChart

    • Changing Calculated Value Fields

    • Formatting PivotTables

    • Formatting PivotCharts

    • Setting PivotTable Options

    • Sorting and Filtering Using Field Headers

    • Starting Power Pivot

    • Managing the Data Model

    • Calculated Columns

    • Measures

    • Creating KPIs

    • Creating and Managing Perspectives

    • Power Pivot PivotTables and PivotCharts

    • Inserting and Deleting Slicers

    • Modifying Slicers

    • Inserting and Deleting Timelines

    • Modifying Timelines

    • Unlocking Cells

    •   Worksheet Protection

    • Workbook Protection

    • Password Protecting Excel Files

    • Recording Macros

    • Running and Deleting Recorded Macros

    • The Personal Macro Workbook