Excel Analysing and Presenting Data with Dashboards and Pivot Tables
This outline below contains an overview of a wide range of features within Excel that when used together can be used to create interactive visual reports and dashboards. The course will show delegates how these features can be used individually to present data but can also be used in combination to make powerful and insightful reports.
The course content has been pulled from a mix of our Excel courses, some content will be recapped to ensure all delegates are at the same level as they are used in conjunction with each other to effectively present data and build reports.
- 1 Day
- Online or in person
- Private courses available
Prerequisites
- Delegates should have attended the Excel level 3 course, or have equivalent knowledge.
Included
- Lunch and refreshments when training is delivered at our training venues
- Comprehensive course materials and exercises
- Telephone and Email Support
This course is suitable for
Course content Back to top
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Preparing Data for Analysis
Absolute Referencing
Consider data types
Organising data in way best suited to presentation
Tables
Creating Tables
Advantages of using tables
Adding data to tables
Table Options
Slicers
Naming cells (Ranges)
Giving text to cells and ranges of cells
Create Name from Selection
Create Names using the Name Box
Names in formulas
The Name Manager
Functions used for data preparation
Proper
Upper and Lower
Left, Right Mid
Concatenate
Text to Columns
Remove Duplicates
FlashFill
VLOOKUP
Understanding Lookup Functions
Using VLOOKUP
Approximate and Exact Matches
Gathering data for analysis using VLOOKUP
Fixing Common Lookup problems -
Building Insightful Pivot Tables
Creating a pivot table
Fields to create row headings
Fields to create column headings
Data in the summary area
Dynamically building a pivot table
Rearranging fields in a pivot table
Number formatting of the data area
Moving pivot tables from one sheet to another or around the same sheet
Deleting a pivot table -
Summarising Pivot Table Data
Managing subtotals and grand totals
Changing the data field calculation (Sum, Count, Average etc.)
Sort and Filter
Drilling down to the raw data
Building and using Report Pages -
Grouping Pivot Data
Grouping Date Fields
Including Years when Grouping by Months
Grouping Date Fields by Week
Multi Grouping -
Running Totals in Pivot Tables
Create year on year total comparisons
Setting Running Total base fields -
Calculated Fields in Pivot Tables
Setting the number format for a calculated field
Limitations on calculated fields
Adding a calculated field to a pivot table
Creating calculating fields -
Conditional Formatting For Pivot Tables
Conditional Formatting Types
Highlight Cell Rules
Analysis of data using Top Bottom Rules
Manipulate Icon Sets to fit data types
Data Bars
Colour Scales to create data heat maps
Customising Conditional Formatting with formulas -
Pivot Charts
Building Pivot Charts
Editing Pivot Chart Layouts
Editing Pivot Chart Styles
Using the built in chart filter buttons for presentation -
Slicers and Timelines
Building Slicers for easy and interactive filtering
Formatting Slicers
Pivot Table connections
Timelines -
Pivot Table Dashboards
Developing Layout and Design approach to dashboard sheet
Adding Pivot Tables and Pivot Charts to dashboards
Adding dynamic filter and slicer buttons -
Using Simple Macros to make Reports and Dashboards interactive
Recording a Macro
Run a Macro
Delete a Macro
Assign a Macro to a Button
Viewing the Code behind a Macro
Macro Security -
Sample Dashboard Examples
Sales and employee analysis example
HR and location analysis example
Public dates and prices Back to top
Prices are per delegate and exclude VAT.
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Tuesday 10 November 2026
£345+ VAT
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Wednesday 24 February 2027
£345+ VAT
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Monday 28 June 2027
£345+ VAT
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Wednesday 18 August 2027
£345+ VAT
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Tuesday 9 November 2027
£345+ VAT
Can't make these dates? Ask about a private course on a date that suits you.
Training a team?
Run this course privately, on your dates
What delegates say Back to top
“Good trainer and very clued up on subject”
“Excellent training experience. Thank you for answering my questions about other products such as Power Pivot Data Model”
“Really good course at an appropriate pace for everyone. I’ve been to a few courses by ITTS and all have been good”
“Trainer was very knowledgeable”
“All of it was good value to me”
“Made Excel interesting, thank you!”
“Another very useful course that will help me in my job role, brilliant, thank you.”
“Look out for quicker more efficient ways of summarising and presenting data”
“Creating a dashboard has gave me loads of inspiration for how I can apply it within my work role, and the Macros training”
Which part of the course did you find particularly valuable
“Creating a dashboard”
Would it be possible to use your feedback in our marketing we only use your initials and organisation name
“Very beneficial and informative session with a subject matter expert!”
Which part of the course did you find particularly valuable
“Extremely knowledgeable training and very clear, consistent teaching style of the trainer. Very beneficial and informative training session.”
Following this training what are you going to do differently
“We will use this to create internal KPIs dashboards”
“The course was very informative and engaging”
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Please contact us to discuss your Excel Analysing and Presenting Data with Dashboards and Pivot Tables course, we have many solutions available to ensure you receive the best training possible.
Your Excel course can be delivered online or in-person. You can choose your Excel path with introduction to advanced levels. Master Excel Business Intelligence and Power Tools, VBA and more. Learn in-person or online with our virtual classrooms. Your course can be delivered online, at your office or at one of our training venues, it's your choice. Small course sizes. Course materials included. Flexible Excel Analysing and Presenting Data with Dashboards and Pivot Tables course content. Expert trainers and tried & tested training methods. Many course materials available online using your personal training account. You can master Excel, please contact us to book a place or get a quote for your Excel Analysing and Presenting Data with Dashboards and Pivot Tables course.
Excel scheduled training courses in Newcastle and Washington, North East England. Excel 2010 training courses available throughout the North East including Durham, Washington, Sunderland, Gateshead, Newcastle, Leeds, Middlesbrough and Tyneside.
Oakville, 14 Durham Road West, Bowburn, Durham, DH6 5AU
0191 377 8377
ittrainingsolutions.co.uk
Printed: 10/20/2026 10:16:51 PM