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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
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?

Novus Business and IT Training Program               1
Hiding Rows and Columns
                                         • Data can be hidden
                                           and unhidden
                                         • Useful for making
                                           your reports simpler




Novus Business and IT Training Program                       2
Video 1




Novus Business and IT Training Program             3
Charting
• Made of 2 or more data columns




Notice how
the data are
arranged




Novus Business and IT Training Program              4
Video 2




Novus Business and IT Training Program             5
PivotTables
• Interactive tools to summarize and analyze data




Novus Business and IT Training Program                 6
PivotTables
• A pivot table has 3 areas

                                          Column Labels




  Row Labels


                                                     Values




Novus Business and IT Training Program                        7
Video 3




Novus Business and IT Training Program             8
Updating PivotTables
• Remember to refresh and update data
  ranges for PivotTables if the source
  data is changed




Novus Business and IT Training Program         9
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


Novus Business and IT Training Program                                   10
PivotCharts
• PivotCharts are charts based on PivotTables




Novus Business and IT Training Program                 11
Microsoft Excel 4: Wrap-Up
• This lesson covered:
     – Creating basic reports
     – Creating charts
     – Creating PivotTables




Novus Business and IT Training Program   12

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Excel Lesson 4: Report Generation

  • 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. 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? Novus Business and IT Training Program 1
  • 3. Hiding Rows and Columns • Data can be hidden and unhidden • Useful for making your reports simpler Novus Business and IT Training Program 2
  • 4. Video 1 Novus Business and IT Training Program 3
  • 5. Charting • Made of 2 or more data columns Notice how the data are arranged Novus Business and IT Training Program 4
  • 6. Video 2 Novus Business and IT Training Program 5
  • 7. PivotTables • Interactive tools to summarize and analyze data Novus Business and IT Training Program 6
  • 8. PivotTables • A pivot table has 3 areas Column Labels Row Labels Values Novus Business and IT Training Program 7
  • 9. Video 3 Novus Business and IT Training Program 8
  • 10. Updating PivotTables • Remember to refresh and update data ranges for PivotTables if the source data is changed Novus Business and IT Training Program 9
  • 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 formatting Novus Business and IT Training Program 10
  • 12. PivotCharts • PivotCharts are charts based on PivotTables Novus Business and IT Training Program 11
  • 13. Microsoft Excel 4: Wrap-Up • This lesson covered: – Creating basic reports – Creating charts – Creating PivotTables Novus Business and IT Training Program 12