Section 7: Lab: Excel Tables and Managing Data
- Keep one row per record, then convert the data to an Excel table with a Total Row
- Multi-level sorting, filters and Remove Duplicates
- Data validation drop-down lists that prevent typing errors
- Lab: turn sales data into a table and filter it by branch and month
Section 8: Lab: Highlighting Data with Conditional Formatting
- Highlight Cells Rules and Top/Bottom Rules
- Data bars, colour scales and icon sets
- Formula-based rules, and managing rules with Manage Rules
- Lab: highlight products below target and items close to their due date
Section 9: Lab: Charts and Sparklines
- Choosing a chart that suits the data: column, bar, line, pie and combo
- Recommended Charts, chart elements and formatting that communicates clearly
- Sparklines that show trends inside cells
- Lab: build a chart comparing monthly sales with targets
Section 10: Lab: Summarising Data with PivotTables
- Create a PivotTable from an Excel table and place fields in Rows, Columns and Values
- Change the summary to Sum, Count or Average and group dates by month
- Slicers, PivotCharts and refreshing when new data is added
- Lab: summarise sales by branch, product category and month
Section 11: Lab: Printing, Protecting and Sharing Files
- Page Break Preview, print areas, print titles, headers and footers
- Protect Sheet to lock formulas, and Protect Workbook
- Share files from OneDrive, comments and editing together at the same time
- Lab: prepare a report for printing and share it with the team for comments
Section 12: Workshop: A Sales Summary Report
- Workshop: import sales data from a CSV file and organise it as an Excel table
- Calculate totals, commission and status against target with formulas and functions
- Summarise with a PivotTable, slicers and charts, highlighting the key figures
- Set up printing, protect the formulas and save as PDF for your manager