Introduction
Welcome
(01:18)
How to use the exercise files
(00:25)
1. Getting Started with Templates
Get started with a template
(03:18)
Modify a template and chart
(06:10)
Add a drop-down list
(03:25)
Share a template with your team
(04:02)
2. Importing Sales Data
Import data from a database
(04:01)
Import data from a CRM
(03:42)
Import data from a file
(02:38)
Cleaning up columns
(02:40)
Import data from many files
(02:42)
Query refresh options
(01:55)
Copy and pasting data
(03:54)
Cleaning up pasted data
(07:46)
3. Working with Tables
What is a table?
(04:36)
Sort and filter
(04:03)
Slicers
(04:26)
Automatic rows and columns
(05:32)
Add a dynamic commission calculation
(03:03)
4. Analyzing Sales Data
Conditional formatting
(05:01)
PivotTables
(03:29)
Unpacking PivotTables
(03:44)
Create a leaderboard
(02:29)
Leaderboard finishing touches
(05:37)
PivotCharts
(06:24)
Funnel charts
(08:42)
Quick forecasting
(07:30)
3D maps
(05:58)
5. Build Awesome Sales Solutions
Multi-tier PivotTables
(03:51)
Create monthly and yearly summaries
(04:43)
Create period over period summaries
(08:19)
Create reports for multiple sales reps
(05:34)
Start a dashboard with existing PivotTables
(05:05)
Add PivotCharts to a dashboard
(09:04)
Add a map chart
(03:37)
Add a chart with a running total
(03:25)
Conclusion
Summary
(00:44)
Ex_Files_Excel_Essentials_Sales.zip
(3.1 MB)