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MS4003 Summarizing Microsoft Office Excel 2003 Data to Make Better Business Decisions

Module 1: Deriving Business Intelligence from Excel Data

This module introduces the process of deriving business intelligence from spreadsheet data both in general, as presented in the course lecture segments, and in the context of your business environment.

Topics and Activities

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    What Is Business Intelligence?

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    The Need for Business Intelligence

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    Discussion: The Need for Business Intelligence

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    Summary of Discovering Business Intelligence in Excel

    After completing this module, students will be able to:

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    Describe the business intelligence process.

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    List the needs for business intelligence.

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    Explain how to extend business intelligence analysis beyond the spreadsheet.

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    Summarize business intelligence analysis in Excel.

    Module 2: Summarizing Data Using Lists

    This module introduces data lists and SUBTOTAL formulas, which you can use to produce meaningful subsets of your Excel data. The exercises in this module ask you to analyze sample data in terms of sample files for a fictitious company.

    Topics and Activities

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    Demonstration: Revealing Information in Data Lists

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    Walkthrough 1: Creating a Data List

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    Walkthrough 2: Creating a Crosstab Table

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    Walkthrough 3: Creating a SUBTOTAL Formula

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    Walkthrough 4: Filtering a Data List

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    Tips and Tricks for Using Data Lists and SUBTOTAL Formulas

    After completing this module, students will be able to:

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    Create a data list.

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    Filter data lists.

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    Add a Total row to a data list.

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    Summarize data using SUBTOTAL formulas.

    Module 3: Creating a PivotTable

    This module introduces PivotTables and shows you how to create them. The information in this module also places PivotTables in the context of analyzing product sales by a store or a product.

    Topics and Activities

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    The Power of PivotTables

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    Demonstration: Exploring the Capabilities of PivotTables

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    Walkthrough 1: Creating a PivotTable

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    Walkthrough 2: Pivoting a PivotTable

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    Walkthrough 3: Adding Fields to and Removing Fields from the PivotTable

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    Using PivotTables to Reveal Business Intelligence

    After completing this module, students will be able to:

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    Describe PivotTable views.

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    Create a PivotTable.

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    Pivot a PivotTable.

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    Add fields to and remove fields from a PivotTable.

    Module 4: Fine-Tuning PivotTables

    This module extends your knowledge of PivotTables by showing you how to limit the data shown in your PivotTable. You will also learn how to make your data easier to comprehend by formatting your PivotTable, adding or hiding summary rows and columns, and creating dynamic charts based on your data.

    Topics and Activities

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    Demonstration: Filtering Data in PivotTables

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    Exercise 1: Filtering a PivotTable

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    Walkthrough 1: Filtering a PivotTable by Using Page Fields

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    Walkthrough 2: Formatting a PivotTable

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    Walkthrough 3: Creating a PivotChart

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    Revealing Business Intelligence by Using Excel

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    Discussion: Taking Business Intelligence Outside the Workbook

    After completing this module, students will be able to:

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    Filter a PivotTable.

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    Filter a PivotTable using Page fields.

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    Apply an AutoFormat to a PivotTable.

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    Create a PivotChart.