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Microsoft Excel Business Intelligence (BI) - Reporting and Charting
Microsoft Excel Business Intelligence (BI) - Reporting and Charting
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EXCEL BUSINESS INTELLIGENCE (BI)

The best solution for Excel Courses

A hands-on one-day course with free pre-course online skills testing
Need PRICES or DATES?  See the blue link buttons on the right  >>>
COURSE OUTLINE

Full details of modules and topics covered in this one-day course

VERSIONS COVERED

This course covers 2007, 2010, 2013 and 2016 versions

DURATION

This is a one-day training course structured into 5 modules

COURSE AIMS

Do you need to pull out relevant information from large data sets? This is what our Excel BI Reporting and Charting course is designed to help you with: to show you a range of techniques that will assist you to get at the information you are interested in, quickly. We start by looking at how to get data into Excel from a number of different sources, then explore the best ways to display and manipulate that data to give you a professional result.  We also use a range of advanced functions and sheet controls and explore a number of advanced chart types.

TARGET AUDIENCE

This intensive hands-on one-day course is aimed at existing users of Microsoft Excel who want to use the more advanced data manipulation and display features in order to produce professional and interactive reports and charts. Delegates should have a very good existing knowledge of Excel and ideally would have attended, or have knowledge of the concepts covered in the Excel Introduction and Intermediate courses.

MODULE 1:  Importing and Linking Data
Learning outcomes:
Import, sort and filter data from a number of different sources into an Excel spreadsheet
Topics covered:
  • Importing Data from a text file
  • Importing Data from an XML file
  • Linking to an External Data Source
  • Using Microsoft Query to Control Linked Data
  • Modify and Update Connections
MODULE 2:  Data Manipulation with Pivot Tables
Learning outcomes:
Summarise information from large data sets. Group, filter and perform calculations on summarised data
Topics covered:
  • Creating Basic Pivot Tables
  • Grouping Pivot Data
  • Calculated Fields in Pivot Tables
  • Filtering Pivot Data
  • Changing the Pivot Table Display Methods
MODULE 3:  Advanced Reporting Functions
Learning outcomes:
Use a variety of advanced functions to interrogate and manipulate spreadsheet data
Topics covered:
  • Using the GetPivotData Function
  • Using the Index Function
  • Using the Match Function
  • Using Index and Match Together
  • Using the Choose Function
  • Using the Frequency Function
MODULE 4:  Automating Reports with Controls
Learning outcomes:
Automate the appearance of charts and data using a variety of built in controls and macros
Topics covered:
  • Using Form Controls
  • Record and Run Simple Macros
  • Assign Macros to Form Controls
MODULE 5:  Advanced Charting Features
Learning outcomes:
Explore advanced charting options and techniques to display complex data in a professional way
Topics covered:
  • Creating Combination Charts
  • Displaying a Secondary Axis
  • Modifying Axis Options
  • Display Data Trends
  • Charting an Acceptable Range
  • Charting Targets
RELATED COURSES

Excel Introduction

COURSE OUTLINE
[Duration: one day]

Excel Introduction

  • Getting Started with Microsoft Excel
  • The Excel Interface
  • Microsoft Excel Basics
  • Editing your Workbook
  • Printing and Viewing your Workbook
  • Working with Charts in Excel

Excel Intermediate

COURSE OUTLINE
[Duration: one day]

Excel Intermediate

  • Advanced File Tasks
  • Working with Functions and Formulas
  • Managing Tables in Microsoft Excel
  • Data Tools in Excel
  • Doing More with Charts in Excel
  • Sparklines

Excel Advanced

COURSE OUTLINE
[Duration: one day]

Excel Advanced

  • Grouping & Outlining and Subtotals
  • What-If Analysis
  • PivotTables
  • Charting Pivoted Data
  • Advanced Excel Tasks
  • Creating HLOOKUP and VLOOKUP Functions
  • Introduction to Macros in Excel

Excel Professional

COURSE OUTLINE
[Duration: one day]

Excel Professional

  • Advanced Conditional Formatting
  • Using Form Controls and Templates
  • Advanced Lookup Functions
  • Advanced Functions in Excel
  • Advanced Pivot Table Tools
  • Introduction to User Defined Functions Using VBA

Excel VBA Introduction

COURSE OUTLINE
[Duration: one day]

Excel VBA Introduction

  • Recording and Running Macros in Excel
  • Introduction to the Excel VBA Editor
  • Creating Procedures and Functions
  • Working with the Excel Object Model
  • Controlling Program Flow

Excel VBA Advanced

COURSE OUTLINE
[Duration: one day]

Excel VBA Advanced

  • Advanced Procedures
  • Advanced Variables
  • Interacting with Office Applications
  • Debugging and Error Traps
  • Creating Custom User Forms
  • Workbook and Worksheet Events

Excel Dashboards

COURSE OUTLINE
[Duration: one day]

Excel Dashboards

  • Introduction to Dashboards
  • Inserting Graphics for a Dashboard
  • Specialist Functions and Formulas
  • Dashboard Navigation
  • Preparing your Workbook's Layout and Structure
  • Using Excel Objects for Specialist Dashboard Views
  • Using Macros and VBA with Dashboards

DELEGATE FEEDBACK FOR OUR
MICROSOFT EXCEL BUSINESS INTELLIGENCE (BI) - REPORTING AND CHARTING COURSE

AVERAGE REVIEW: 4.7 out of 5  BASED ON 8 REVIEWS

Aide Mileviciute, Mar 7 2017
Course rating of 5 stars "We had an amazing teacher, very happy about him"

 
Michaela Krupinski, Feb 28 2017
Course rating of 5 stars "Very informative day, course instructor was very knowledgeable"

 
Steve Owen, Feb 28 2017
Course rating of 4 stars "I was a happy customer"

 
Michaela Krupinski, Feb 28 2017
Course rating of 5 stars "The trainer was very knowledgeable and friendly and interactive"

 
Arnaldur Haukur Olafsson, Feb 7 2017
Course rating of 5 stars "Thanks"

 
Sophie Whitaker , Nov 15 2016
Course rating of 4 stars "Great trainer and small class size were excellent"

 
Gareth Kennedy , Nov 11 2016
Course rating of 4 stars "Very good facilities "

 
Ian Cox, Nov 1 2016
Course rating of 5 stars "Excellent, and John the tutor was fantastic"

 

MORE INFORMATION FOR
MICROSOFT EXCEL BUSINESS INTELLIGENCE (BI) - REPORTING AND CHARTING

General Information

All Activia excel courses have been created, reviewed and developed to ensure up to date provision and constantly improving standards of content. Our Microsoft Excel training is interactive and classroom-based which maximises learning through the ability to ask questions and discuss specific issues.

Class Sizes

Maximum class size for Microsoft Excel courses is 8 delegates, which ensures that attendees get adequate time for personal attention from the instructor. At some of our centres, the maximum class size is 6 delegates.

Note that we never cancel our scheduled classes -- even if there are only one or two delegates -- so once you have booked, your place is assured.

For training at your offices, we can deliver classes of up to 10 delegates, though with bigger class sizes you must understand that there is less time for questions from delegates, and this may affect the quality of their experience.

How to book
Course, dates and delegate numbers
Decide on the Microsoft Excel course you want, the date(s) you can attend, and the number of delegates involved
Training location
Also decide whether you want training at your offices or at one of our centres
Speedy course booking
You can use the Speedy Quote option to contact us for a quick price, or you can book online from the schedule on this website
Call us
if at any time you want help or advice, or you want to book on the telephone, just call us on 0333 6000 111 to speak to one of our friendly training advisors

Note: With non-credit card bookings you must sign and return a Booking Form before we can confirm your training.

Also note: If you are a private individual you must pay by credit card at the time of booking.

The confirmation process
Course places allocated
Your place is allocated, along with the trainer, workbooks and exercise files if appropriate
Booking confirmation
You receive an official confirmation, with joining instructions (and directions if it's at our centre)
Training invoice
You receive a VAT invoice

Note: Please allow 1 - 2 working days for your confirmation and invoice.

What happens on the day

If you are coming to our centre, dress code is smart casual.   Refreshments in the form of tea/coffee will be provided for morning and afternoon breaks, but please note that we do not provide lunch.   The timetable is as follows:

9:15

ARRIVAL TIME

9:30

TRAINING STARTS

11:00

MID-MORNING BREAK



1:00

ONE HOUR LUNCH BREAK

3:15

MID-AFTERNOON BREAK

4:30

WRAP UP

Note: break times can vary according to the needs of the training, and course duration for smaller class sizes are usually shorter because fewer delegates have fewer questions !

For training at your offices, this itenerary can be varied by prior arrangement.

What you get

With every Microsoft Excel training course with Activia, you get a free workbook as well as downloadable exercises, which match the course content exactly, so you can review and revise afterwards to reinforce your knowledge.

Every delegate on a Microsoft Excel course also gets an Activia Training Attendance Certificate.



GET IN TOUCH

Call us on:
0333 6000 111

   You can Email us direct (You'll usually get a response within 2-3 working hours)
   Or fill out the details below and we'll be in touch very soon:
SEND MESSAGE

EXCEL BUSINESS INTELLIGENCE (BI)

We can enhance your skills with courses for Microsoft Excel spreadsheets at any of our twelve training centres UK wide, or we can come to your offices: if you have groups of three or more staff who need training, this is a very convenient, flexible and cost effective option. Moreover, most of our excel courses are 1 day, which keeps "out of office" periods for attendees to a minimum.

We have been delivering Excel business intelligence (bi) all over the UK since 1995 and have continually developed our philosophy of high quality, flexible and results-driven provision of courses for Excel to ensure constantly improving standards of quality.   So you can be confident that we have the expertise, and the experience, to give you a great return on your investment in Courses for Excel from Activia.

Why not contact us today to see how we can help with providing your MS Excel classes ?


Stay in touch

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Contact Details

Activia Training

Locations Address: Head Office, Regus House,
268 Bath Road
Slough, Berkshire SL1 4DX

Phone Sales:           0333 6000 111

Service:       0333 6000 555

Accounts:   0333 6000 777



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