excel lesson 4: report generation
DESCRIPTION
Watch this with a 10-15 minute audiotrack at http://vimeo.com/novusprogram/excel4 This lesson builds upon the concepts that were learned in the previous Excel lesson. The topic covered in this training is report generation: using formulas you have already learned and advanced Excel tools to make analysis of data and generation of reports easier. The objective of the lesson is for the user to be comfortable with creating basic reports using formatting tools, printing reports, charting, and creating Pivot Tables and Pivot Charts. The lesson teaches concepts through a combination of image-based slides and video tutorials. The Novus project is a combination of video tutorials designed to be used in conjunction with a free business simulation software program. The Novus Business and IT Program contains 36 business and IT training videos, covering basic finance, accounting, marketing, economics, business strategy, Word, Excel, and PowerPoint. Users will have an opportunity to apply the lessons in the Novus Business Simulator. Over six rounds, the user or teams will have to make decisions on capital purchases, financing, production, financing, and human resources for a microbrewery. This channel has arranged the 36 video lessons into the order in which they are meant to be used with the simulator. To watch this slideshow as a video, please go to our Vimeo page at: https://vimeo.com/novusprogram. To download our free business simulation software, please go to our SourceForge page at: http://sourceforge.net/projects/novus/.TRANSCRIPT
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