Novus Business and IT Training Program
Microsoft Excel 4: Report Generation
The objective of this lesson is to learn how to create basic reports, charts, and pivot tables using Excel’s powerful
tools.
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Basic Reports
Reports are collections of organized, summarized data.
When making a report, ask yourself:• Are the data correct?• Is it easy to read?• How much data should be shown?
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Hiding Rows and Columns
• Data can be hidden and unhidden
• Useful for making your reports simpler
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Video 1
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Charting
• Made of 2 or more data columns
Notice how the data are arranged
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Video 2
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PivotTables
• Interactive tools to summarize and analyze data
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PivotTables
• A pivot table has 3 areas
Row Labels
Column Labels
Values
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Video 3
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Updating PivotTables
• Remember to refresh and update data ranges for PivotTables if the source data is changed
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Locking PivotTables
• By locking you can create a simpler summary and also format the table
The original PivotTable The same PivotTable after locking and formatting
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PivotCharts
• PivotCharts are charts based on PivotTables
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Microsoft Excel 4: Wrap-Up
• This lesson covered:– Creating basic reports– Creating charts– Creating PivotTables
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