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Excel III - Reporting a Interactive dashboards

Are you tired of constantly filtering data in tables? At the training, you will learn to work with a PivotTable. PivotTables are basically a very effective tool, and yet they contain many secret features. It is possible to create a very fashionable and interactive dashboard from contingency tables and graphs. 
Level
Designed for participants with basic knowledge and experience
intermediate
Course length
1 day
Language
 cz  eu
Course code
PU22010063
MS Excel
Category:
Do you want this tailor-made course to your company? Contact us

Courses with lecturer

Term
Language
Place
Form
?
How and where the course takes place.
Price without VAT
28. 1. 2025 09:00 - 17:00
Language
Place
online
Form
virtual classroom
?
Online training with a lecturer at a specific time.
Code of the course: PU22010063-0020
Price without VAT
2 490 Kč
20. 2. 2025 09:00 - 17:00
Language
Place
Praha
Form
classroom
?
The course with an instructor in classroom.
Code of the course: PU22010063-0022
Price without VAT
2 490 Kč
Open term
?
We will agree on a specific date together. This is a non-binding order.
Language
Place
online
Form
virtual classroom
?
Online training with a lecturer at a specific time.
Code of the course: PU22010063-0001
Price without VAT
2 490 Kč
Open term
?
We will agree on a specific date together. This is a non-binding order.
Language
Place
online
Form
virtual classroom
?
Online training with a lecturer at a specific time.
Code of the course: PU22010063-0002
Price without VAT
2 490 Kč

Expressions of participants

Zdeňka Matulová
"Nicely done and understandable presentation of the course by the lecturer, balanced topics, well-chosen examples and practical demonstrations."
Kristýna Tůmová
Glenmark Pharmacuticals Distribution s.r.o.
"To the point, practical, entertaining, informative, emphasis on the practical part, which I really appreciate.
The lecturer was educated, empathetic, funny."
Zuzana B.
"Great energy. The lecturer manages to keep your attention from the beginning of the training to the end."
Petr Látal
Glenmark Pharmacuticals Distribution s.r.o.
"The lecturer is very good at explaining and passionate about the subject. She explains very well."
Lucie S.
ČD - Telematika
"An amazing lecturer who knows what she is doing and can pass on her knowledge. Great satisfaction."
Zuzana Fousková
DNS
"Absolutely great, Jana is a pro. She excels in Excel, and on top of that, the energy, liveliness and humor. BRAVO."
ilustrační obrázek Jana P.
Jana P.
Activity agency s.r.o.
"I am extremely satisfied, the course was excellent in all respects. The course was conducted very well by the lecturer. I liked the content. I will definitely use the new information in practice.
The pace of the interpretation was just right. The lecturer always responded flexibly to questions and explained clearly."
Ivan H.
ČD - Telematika
"Excellent lecturer, the course was very beneficial."
ilustrační obrázek Martin P.
Martin P.
ČD - Telematika a.s.
"I will recommend this training to everyone who works with reports. I will use my knowledge to process our company reports. I filled in the missing information and drew more."
Jana M.
"I have no negative comments, the course and the teacher are absolutely great. The online form is perfectly suitable for this topic."

Course description

Pivot tables are basically a very effective tool, yet they contain many hidden features. You can create your own calculations in the PivotTable using calculation fields. Do you calculate the percentage expression? There is nothing easier than calculating percentages directly in the report using the built-in tool. 
With Power Query, the perfect data source for a pivot table can be prepared in almost one click.
You will welcome the dashboard if you process regular reports on a weekly or monthly level. Once you prepare the dashboard in the form of graphs and interactive graphical filters and then only update the source data.

Required knowledge

Knowledge of Excel at a basic level.

Target audience

To all Excel users.

Course content

Data source for PivotTables
  • basic rules for a data source
PivotTable
  • explanation of building a PivotTable model
  • setting aggregation functions
  • report filtering
  • graphic filters - cross sections & timelines
Pivot chart
  • creating a chart
  • chart adjustment
Power Query - transformation of source data
  • consolidation of multiple tables into one
  • remove blank lines
  • remove duplicates
  • flip rows to columns
Advanced reporting features
  • calculated field
  • percentage expression - values as
  • function GETPIVOTDATA
  • grouping of calendar data, numbers and texts
  • conditional formatting
Creating a dashboard
  • data source preparation
  • contingency tables and graphs
  • insertion of interactive filters - cross sections and timeline
  • linking filters to selected PivotCharts

Materials

The course includes trainings materials and excersices.

Objectives

  • Know and edit data sources for PivotTables.
  • Create, set up, and modify a PivotTable.
  • Creating and editing a PivotChart.
  • Power Query - transformation of source data
  • Advanced reporting features
  • Creating and working with an interactive dashboard.

Lecturers

Microsoft Office Specialist
Microsoft Office Specialist

The lecturers have over 10 years of experience in leading training and belong to the core team of MS Office. In addition to Office, HTML and Adobe training, they also create websites, templates, graphic designs and more. They always adapt each training to the customer's needs. Customers are often sought after for their distinctive style and professional approach.

Certification holders:

  • Microsoft Certified Trainer
  • Microsoft Office Specialist
  • Microsoft Office Expert

Do you want this tailor-made course for your company?

Contact us

News with the course

Náhledový obrázek novinky
Microsoft 365 7. 3. 2024
Microsoft 365 Adoption

Microsoft 365 adoption represents the process of a company's digital transformation. It assists employees in acclimating to new technology, establishing usage rules, and fostering collaboration. Mere tool installation is not sufficient.

Previous courses

Expressions of participants

Zdeňka Matulová
"Nicely done and understandable presentation of the course by the lecturer, balanced topics, well-chosen examples and practical demonstrations."
Kristýna Tůmová
Glenmark Pharmacuticals Distribution s.r.o.
"To the point, practical, entertaining, informative, emphasis on the practical part, which I really appreciate.
The lecturer was educated, empathetic, funny."
Zuzana B.
"Great energy. The lecturer manages to keep your attention from the beginning of the training to the end."
Petr Látal
Glenmark Pharmacuticals Distribution s.r.o.
"The lecturer is very good at explaining and passionate about the subject. She explains very well."
Lucie S.
ČD - Telematika
"An amazing lecturer who knows what she is doing and can pass on her knowledge. Great satisfaction."
Zuzana Fousková
DNS
"Absolutely great, Jana is a pro. She excels in Excel, and on top of that, the energy, liveliness and humor. BRAVO."
ilustrační obrázek Jana P.
Jana P.
Activity agency s.r.o.
"I am extremely satisfied, the course was excellent in all respects. The course was conducted very well by the lecturer. I liked the content. I will definitely use the new information in practice.
The pace of the interpretation was just right. The lecturer always responded flexibly to questions and explained clearly."
Ivan H.
ČD - Telematika
"Excellent lecturer, the course was very beneficial."
ilustrační obrázek Martin P.
Martin P.
ČD - Telematika a.s.
"I will recommend this training to everyone who works with reports. I will use my knowledge to process our company reports. I filled in the missing information and drew more."
Jana M.
"I have no negative comments, the course and the teacher are absolutely great. The online form is perfectly suitable for this topic."

Do you want this tailor-made course for your company?

Contact us

News with the course

Náhledový obrázek novinky
Microsoft 365 7. 3. 2024
Microsoft 365 Adoption

Microsoft 365 adoption represents the process of a company's digital transformation. It assists employees in acclimating to new technology, establishing usage rules, and fostering collaboration. Mere tool installation is not sufficient.

Why with us