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:

Hardware/Software Requirements

You will need:

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:

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?