Excel Charts and Pivot Tables

This course provides an introduction to two of Excel’s tools for grouping and summarizing data; Charts and Pivot Tables. We have cherry-picked the essential Charts and Pivot Table topics from our Excel Data Analysis and Reporting and Excel Optimising courses to bring you a condensed, half day introduction to Excel Charts and Pivot Tables.If you’re looking for a more comprehensive training experience in either topic (or both!), we suggest you check out our half day courses:

• Excel Charts (1/2 day course)
• Excel Pivot Tables (1/2 day course)

This condensed course is perfect for anyone who has clean, ready -to-go data in Excel and just needs a few quick pointers on presenting that data in a meaningful way. If you work extensively with presenting data in Excel, you may want to consider our specialized half-day day courses on Excel Charts and Excel Pivot Tables.

By the end of this half-day of training, you will be able to use Excel Charts and Pivot Tables more effectively enabling you and your company to better analyse and summarise data.

The Excel Window

• Command Tabs
• Accessing the Research Task Pane
• Identifying Different Cursor Shapes

Using Charts

• Create a Chart
• Changing Chart location to a separate sheet
• Move a chart within a worksheet
• Resize a chart
• Change an existing chart to a different chart type
• Overall Chart Design
• Chart Styles
• Chart Layout
• Chart Shape Design
• Shape Styles
• Shape Colours
• Shape Outlines
• Shape Effects
• Chart Text Design
• Chart Labels
• Chart Axes
• Chart Gridlines
• Chart Background
• Moving an Embedded Chart
• Resizing an Embedded Chart
• Adding More Data

Selecting the Correct Chart & Data

• General Guidelines On Which Type Of Chart To Use
• Add data to an existing chart
• Add a data series to a chart
• Drag the sizing handles of ranges to add data to an embedded chart
• Change the data in an existing chart
• Change the cell range that a chart is based on
• Rename or edit a data series that is displayed in a chart
• Change the order of the data series
• the horizontal (category) axis labels
• Remove data from a chart
• Delete source data on the worksheet

Editing Charts

• Select a chart element by using the mouse
• Select a chart element from a list of chart elements
• Changing the Chart Type
• Changing the cells to be plotted
• Changing fonts and formats

Understanding Series

• The Series Function
• Adding or deleting a Series
• Replace Cell References With Literal Values

Trendlines and Error Bars

• Adding a Trendline
• Change the format or settings of a trendline
• Adding Error Bars

Excel Databases & Tables

• Databases
• Tables
• Formatting Table Styles
• Add data to a Table
• Add a blank row at the end of the table
• Resize a table
• Insert a table row or column
• Delete rows or columns in a table
• Remove duplicate rows from a table
• Remove blank rows from a table
• Total the data in an Excel table

Summarising data with PivotTables

• Creating a Pivot Table
• Formatting the Pivot Table
• Calculated Fields
• Calculated Items

Creating PivotCharts

• Creating a Pivot Chart
• Formatting the Pivot Chart
• Modifying the Pivot Chart

Distribution

• Sending as an Attachment
• Creating a PDF
• Compatibility Check
• Saving a workbook for earlier versions
• Converting earlier versions to the current version