Automating Excel Training Overview
In this live, online Automating Excel Tables and PivotTables training course, attendees learn how to quickly organize and manipulate Excel’s tables and PivotTables to create summary reports. Students also learn how to use macros to display the tabulated results even faster without any programming.
Location and Pricing
This course is taught as a private, live online class for teams of 3 or more. All our courses are hands-on, instructor-led, and tailored to fit your group’s goals and needs. Most Accelebrate classes can be flexibly scheduled for your group, including delivery in half-day segments across a week or set of weeks. To receive a customized proposal and price quote for online corporate training, please contact us.
In addition, some courses are available as live, instructor-led training from one of our partners.
Objectives
- Create tables
- Create basic DAX calculations in tables
- Format tables
- Create PivotTables
- Analyze PivotTable date
- Format PivotTables
- Calculate within PivotTables
- Insert slicers
- Insert timelines
- Present data with PivotCharts
- Create, run, and save macros
Prerequisites
All attendees must have knowledge of Excel.
Outline
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Introduction to Tables
- What are tables in Excel?
- Why use tables?
- Setting up tables
Tables
- Creating tables with one shortcut key
- Formatting tables
- Create basic DAX calculations in tables
Introduction to PivotTables
- What is a PivotTable?
- Why use PivotTables?
PivotTables
- Creating PivotTables
- Understanding the field task pane
- Rearranging to analyze the data
- Calculating within a PivotTables
- Extracting data to create reports
PivotCharts
- Present with PivotCharts
- How to Create and Work with a PivotChart
- PivotChart filters
Slicers
- Create Slicers
- Understanding the slicer tools contextual tab
- Timelines
- Timelines tool contextual tab
Introduction to Macros
- What is a macro?
- Why use macros?
Recording Macros
- Revealing the record macro button
- Recording steps that analyze data
- Creating macro buttons on the QAT
- Creating Macro buttons on the spreadsheet
- Saving a macro
Applying Macros within Tables and PivotTables
- Recording macros in tables
- Recording macros in PivotTables that create reports
Conclusion
Training Materials
All Excel training attendees receive comprehensive courseware.
Software Requirements
- Excel 2016, 2019, 365, or later
- Related lab files that Accelebrate will provide
