Excel Lesson 4: Report Generation


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Watch this with a 10-15 minute audiotrack at http://vimeo.com/novusprogram/excel4

This lesson builds upon the concepts that were learned in the previous Excel lesson. The topic covered in this training is report generation: using formulas you have already learned and advanced Excel tools to make analysis of data and generation of reports easier. The objective of the lesson is for the user to be comfortable with creating basic reports using formatting tools, printing reports, charting, and creating Pivot Tables and Pivot Charts. The lesson teaches concepts through a combination of image-based slides and video tutorials.

The Novus project is a combination of video tutorials designed to be used in conjunction with a free business simulation software program. The Novus Business and IT Program contains 36 business and IT training videos, covering basic finance, accounting, marketing, economics, business strategy, Word, Excel, and PowerPoint. Users will have an opportunity to apply the lessons in the Novus Business Simulator. Over six rounds, the user or teams will have to make decisions on capital purchases, financing, production, financing, and human resources for a microbrewery. This channel has arranged the 36 video lessons into the order in which they are meant to be used with the simulator. To watch this slideshow as a video, please go to our Vimeo page at: https://vimeo.com/novusprogram. To download our free business simulation software, please go to our SourceForge page at: http://sourceforge.net/projects/novus/.

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Excel Lesson 4: Report Generation

  1. 1. 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.Novus Business and IT Training Program
  2. 2. Basic ReportsReports 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?Novus Business and IT Training Program 1
  3. 3. Hiding Rows and Columns • Data can be hidden and unhidden • Useful for making your reports simplerNovus Business and IT Training Program 2
  4. 4. Video 1Novus Business and IT Training Program 3
  5. 5. Charting• Made of 2 or more data columnsNotice howthe data arearrangedNovus Business and IT Training Program 4
  6. 6. Video 2Novus Business and IT Training Program 5
  7. 7. PivotTables• Interactive tools to summarize and analyze dataNovus Business and IT Training Program 6
  8. 8. PivotTables• A pivot table has 3 areas Column Labels Row Labels ValuesNovus Business and IT Training Program 7
  9. 9. Video 3Novus Business and IT Training Program 8
  10. 10. Updating PivotTables• Remember to refresh and update data ranges for PivotTables if the source data is changedNovus Business and IT Training Program 9
  11. 11. Locking PivotTables• By locking you can create a simpler summary and also format the table The original PivotTable The same PivotTable after locking and formattingNovus Business and IT Training Program 10
  12. 12. PivotCharts• PivotCharts are charts based on PivotTablesNovus Business and IT Training Program 11
  13. 13. Microsoft Excel 4: Wrap-Up• This lesson covered: – Creating basic reports – Creating charts – Creating PivotTablesNovus Business and IT Training Program 12
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