How to Create Great Reports in Excel

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43 pages
Language:
 English
If you regularly need to summarize and prepare reports using Excel data, this report gives you the techniques you need from initial data cleansing to getting your chart into a PowerPoint presentation.
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About the author

Anne Walsh is a freelance trainer (since the mid-90s) aka as The Excel Lady. She got this name when people would look at her and say, “you, you’re the Excel Lady!” She saw her first spreadsheet in the early 1990s and has been intrigued by them ever since, even though they only came in green or

Description
Content

If you regularly need to summarize and prepare reports using Excel data, this report gives you the techniques you need from initial data cleansing to getting your chart into a PowerPoint presentation. It also covers automating your work. Learn why clean data is the solution to a lot of problems. Learn about how to set up pivot tables, add pivot charts and slicers and add colour to highlight unusual entries. Learn how to get your chart into PowerPoint and keep it updated.

About the Author

Anne Walsh is a freelance trainer (since the mid-90s) aka as The Excel Lady. She got this name when people would look at her and say, “you, you’re the Excel Lady!” She saw her first spreadsheet in the early 1990s and has been intrigued by them ever since, even though they only came in green or orange. She likes to say she puts the “fun in functions” and is excited by the potential of Power Query

  • Author Biography
  • Introduction
  1. Data Cleansing and Preparation
    1. What Clean Data Looks Like
    2. One Column/One Heading – How to tidy it up
    3. No Blank Dates/Cells
    4. Using Trim () to remove unwanted blank spaces
    5. No Blank Rows/Columns
    6. Remove Sub-totals
    7. Extra Columns to Extract Data
    8. Quick Navigation
    9. Make the Split
    10. Table It
  2. Pivot Table Creation
    1. Planning Your Pivot Table
    2. Getting Started
    3. Grouping by Dates
    4. Show Data Summarized in Different Ways
    5. Doing Other Calculations with Your Data—Show Values As
    6. Difference From/% Difference From
    7. Running Total
    8. Keeping Your Pivot Table Up to Date or Refreshing
    9. Pivot Table Styles
    10. Pivot Table Layouts
    11. Report Layout
    12. Adding Slicers
    13. Timeline – Your Slicer for Time
    14. Pivot Charts
    15. Show Report Filter Pages or Quickly Create Multiple Pivot Tables
    16. Use Color to Quickly Identify Outliers or How to Apply Conditional Formatting
    17. Sharing Your Pivot Table with Other People
  3. Presenting and Maintaining Your Report
    1. Using Your Pivot Chart in Your PowerPoint Presentation
  • Conclusion
  • Appendix