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Course overview
The aim of this module is to enable you to create, manage and analyse
lists of data, allowing you to quickly sort, filter, total, and publish
the data contained in the list.
Who should attend
Delegates should feel confident in the topics covered in the Microsoft
Excel Getting Started and Basic Formula modules.
Learning outcomes
At the end of the module, you will be able to:
Create data lists in keeping with Excel layout guidelines to analyse
and manage data effectively
Design a data form to input and navigate data, using time-saving
features for input and retrieval
Arrange data alphabetically and numerically, from left to right,
and by colour, using sort options on the ribbon to display data in desired
order
Choose simple criteria using top 10 and other filter options to
present data meeting specific conditions
Arrange data lists with hidden rows/columns and grouped, to display
detailed or summarized results
Use subtotals with automated outlining and grouping, to investigate
the most effective method of presenting data lists
Course contents
Understanding data lists
Understanding data lists
Creating a data list
Using data forms
Understanding the data form
Using the data form to input data into the data list
Navigating records
Finding records
Sorting data
Sorting by multiple fields
Sorting left to right
Sorting by colour
Sort orders and sorting by custom lists
Filtering data
Using AutoFilter
Filtering records using simple and complex criteria
Using Top 10
Using And vs Or
Custom AutoFilter
Grouping and outlining data lists
Hiding and showing rows and columns
How to layout a data list for grouping and outlining, e.g. creating outline
headings
How to group and ungroup data lists
Using auto outline
Group and outline settings
Using subtotals
Using subtotals to automate outlining and basic functions within a data
list
Creating database functions, e.g. DSUM, DAVERAGE, DMAX, DMIN, DCOUNT (if
time allows)
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