Novus Business and IT Training Program

Microsoft Excel 4: Report Generation

The objective of this lesson is to learn how to create basic reports, charts, and pivot tables using Excel’s powerful

tools.

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Basic Reports

Reports are collections of organized, summarized data.

When making a report, ask yourself:• Are the data correct?• Is it easy to read?• How much data should be shown?

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Hiding Rows and Columns

• Data can be hidden and unhidden

• Useful for making your reports simpler

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Video 1

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Charting

• Made of 2 or more data columns

Notice how the data are arranged

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Video 2

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PivotTables

• Interactive tools to summarize and analyze data

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PivotTables

• A pivot table has 3 areas

Row Labels

Column Labels

Values

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Video 3

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Updating PivotTables

• Remember to refresh and update data ranges for PivotTables if the source data is changed

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Locking PivotTables

• By locking you can create a simpler summary and also format the table

The original PivotTable The same PivotTable after locking and formatting

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PivotCharts

• PivotCharts are charts based on PivotTables

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Microsoft Excel 4: Wrap-Up

• This lesson covered:– Creating basic reports– Creating charts– Creating PivotTables