Make sense
of sales and product data with PivotTables using Excel :
Course Specifications
Course number: 058201
Course length: 1/2 day
Software version number: 97 or 2000
Course Description
Overview:
Students will learn how to use PivotTables to summarize large amounts
of data and analyze large amounts of data.
Prerequisites:
Introductory knowledge of Excel.
Delivery Method:
The Solution Series Lab model can be used in instructor-led
training, for additional practice material, for self-study skills enhancement,
or with a distance learning class.
Benefits:
Students will learn how to use PivotTables to summarize
large amounts of data and analyze it in a variety of ways. They will also
see how to create a chart from a PivotTable, modify the PivotTable, and use
various options to adapt to their information needs. This will enable them
to answer common business questions about the data.
Target Student:
Students enrolling in this course should understand
how to:
- Open, create, and save a worksheet
- Navigate in a worksheet and workbook
Hardware/Software Requirements
You will need:
- Windows 95 or Windows 98
- Excel 97 or Excel 2000
Performance-Based Objectives
Lesson objectives help students become comfortable with the course, and also provide a means to evaluate learning.
Upon successful completion of this course, students will be able to:
- Create a PivotTable based on sales data and make the summary
easier to read by grouping data and applying formatting.
- Use PivotTables to answer questions about sales by category and
region by month and use a chart to view the summary graphically. Students
will also be able to use a PivotTable to summarize the performance of sales
representatives.
- Analyze the buying patterns of customers by using PivotTable
and a variety of summary functions.
- Use PivotTables to summarize the results of two different kinds
of business surveys.
Course Content
-
Lab 1: Make it easy to read
- Activity 1A: Begin with you raw data
- Activity 1B: Create a PivotTable
- Activity 1C: Group some data
- Activity 1D: Apply some formatting
-
Lab 2: See sales trends
- Activity 2A: What were sales by category by month?
- Activity 2B: What were the trends?
- Activity 2C: What products are doing well?
- Activity 2D: How did each sales rep do?
-
Lab 3: Spot market patterns
- Activity 3A: What did customers buy?
- Activity 3B: Who were our biggest customers?
- Activity 3C: What products do best in each region?
-
Lab 4: Analyze product surveys
- Activity 4A: Are customers satisfied?
- Activity 4B: What's the most important feature?