Introduction
Welcome
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How to use the exercise files
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1. Getting Started with Templates
Get started with a template
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Modify a template and chart
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Add a drop-down list
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Share a template with your team
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2. Importing Sales Data
Import data from a database
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Import data from a CRM
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Import data from a file
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Cleaning up columns
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Import data from many files
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Query refresh options
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Copy and pasting data
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Cleaning up pasted data
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3. Working with Tables
What is a table?
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Sort and filter
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Slicers
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Automatic rows and columns
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Add a dynamic commission calculation
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4. Analyzing Sales Data
Conditional formatting
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PivotTables
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Unpacking PivotTables
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Create a leaderboard
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Leaderboard finishing touches
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PivotCharts
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Funnel charts
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Quick forecasting
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3D maps
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5. Build Awesome Sales Solutions
Multi-tier PivotTables
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Create monthly and yearly summaries
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Create period over period summaries
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Create reports for multiple sales reps
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Start a dashboard with existing PivotTables
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Add PivotCharts to a dashboard
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Add a map chart
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Add a chart with a running total
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Ex_Files_Excel_Essentials_Sales.zip
(3.1 MB)