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Excel Charts and Pivot Tables

Length: 0.5 Days    Cost: $285 + GST    Version: Excel

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About this Course

This specialised half day course was created for those wanting to focus on interacting with Pivot Tables and creating awesome Charts to represent data. If you have completed our Excel Data Analysis and Reporting course and still want to look at Charts, then this course is still for you. If you were more interested in the Pivot Tables, this is covered in Excel Data Analysis and Reporting so take the next step with Power BI Essentials!


Anyone keen to focus on just Charts and Pivot Tables - this specialised half day course is perfect for you!


  • Good working knowledge of Excel (ACE's Excel Essentials Skills or equivalent)
  • Basic Keyboard, Mouse and Windows operating systems skills and knowledge

At Course Completion

By the end of this half day of training, you will be able to use Excel Charts and Pivot Tables more effectively enabling you and your company to better analyse and summarise data.

Course Outline

The Excel Window

  • Command Tabs
  • Accessing the Research Task Pane
  • Identifying Different Cursor Shapes

Using Charts

  • Create a Chart
  • Changing Chart location to a separate sheet
  • Move a chart within a worksheet
  • Resize a chart
  • Change an existing chart to a different chart type
  • Overall Chart Design
  • Chart Styles
  • Chart Layout
  • Chart Shape Design
  • Shape Styles
  • Shape Colours
  • Shape Outlines
  • Shape Effects
  • Chart Text Design
  • Chart Labels
  • Chart Axes
  • Chart Gridlines
  • Chart Background
  • Moving an Embedded Chart
  • Resizing an Embedded Chart
  • Adding More Data

Selecting the Correct Chart & Data

  • General Guidelines On Which Type Of Chart To Use
  • Add data to an existing chart
  • Add a data series to a chart
  • Drag the sizing handles of ranges to add data to an embedded chart
  • Change the data in an existing chart
  • Change the cell range that a chart is based on
  • Rename or edit a data series that is displayed in a chart
  • Change the order of the data series
  • the horizontal (category) axis labels
  • Remove data from a chart
  • Delete source data on the worksheet

Editing Charts

  • Select a chart element by using the mouse
  • Select a chart element from a list of chart elements
  • Changing the Chart Type
  • Changing the cells to be plotted
  • Changing fonts and formats

Understanding Series

  • The Series Function
  • Adding or deleting a Series
  • Replace Cell References With Literal Values

Trendlines and Error Bars

  • Adding a Trendline
  • Change the format or settings of a trendline
  • Adding Error Bars

Excel Databases & Tables

  • Databases
  • Tables
  • Formatting Table Styles
  • Add data to a Table
  • Add a blank row at the end of the table
  • Resize a table
  • Insert a table row or column
  • Delete rows or columns in a table
  • Remove duplicate rows from a table
  • Remove blank rows from a table
  • Total the data in an Excel table

Summarising data with PivotTables

  • Creating a Pivot Table
  • Formatting the Pivot Table
  • Calculated Fields
  • Calculated Items

Creating PivotCharts

  • Creating a Pivot Chart
  • Formatting the Pivot Chart
  • Modifying the Pivot Chart


  • Sending as an Attachment
  • Creating a PDF
  • Compatibility Check
  • Saving a workbook for earlier versions
  • Converting earlier versions to the current version

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