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DETAILED COURSE OUTLINE FOR SALES PERFORMANCE ANALYTICS WITH EXCEL

Case 1

1.1 Retrieve part of the date (day, month or year) using formulas.

1.2 The 2 methods to fill up the formula quickly down a list.

1.3 Counting records based on certain conditions.

1.4 Filter records based on pre-defined conditions

1.5 Counting the records of visible cells only



Case 2

2.1 Filter records using a range.

2.2 Select the entire database in 3 simple steps

2.3 Select only the visible cells from the filter list



Case 3

3.1 Retrieve part of the text from a cell

3.2 Making Excel retrieve text of varying length intelligently

3.3 Making use of Error Formula to clean up your data

3.4 Merging 2 lists into one using formulas

3.5 Creating subtotals automatically for each category of data

3.6 Format all your subtotals at one go

3.7 List of Errors returned by Excel formulas

3.8 Separate text in a cell in 3 simple steps

3.9 Remove Duplicates in a list

3.10 Find averages



Case 4

4.1 Create a pivot table using data from a spreadsheet

4.2 Formatting the Pivot Table

4.3 Changing the pivot table layout in report view

4.4 Sorting the list based on the results

4.5 Displaying only the top results.

4.6 Hiding the subtotals



Case 5

5.1 Create pivot table using data stored in a database

5.2 Making the Pivot table update automatically at regular interval

5.3 Hiding the details for the rows description

5.4 Format the Subtotals like cell formatting

5.5 Presenting the details that make up the number in the data area.



Case 6

6.1 Generating the pivot chart

6.5 Improving the chart presentation

6.6 Removing the Pivot Table Fields

6.7 Changing the Chart Type

6.8 Changing the x and y-axis value



Case 7

7.1 Recording a macro on cell formatting

7.2 Testing the macro.

7.3 Add an Icon to the formatting toolbar and assign the macro to a Toolbar Icon

7.4 Removing the toolbar icon for the macro.

7.5 Removing the macro from the Personal Macro Workbook