Excel for Xcelsius
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| Audience | The target audience for this course is the general business user who wants to understand Excel formulas and functions to create more dynamic and interactive presentations with Xcelsius.
* This course has been specially developed by InfoSol and is not endorsed, sponsored by or provided by or on behalf of SAP Business Objects. |
| Prerequisites | Working knowledge of Xcelsius |
| Synopsis | This two day course is designed to provide learners with an understanding of Excel formulas and functions needed to create dynamic dashboards in Xcelsius and gain an understanding of how to set up data in Excel for best presentation in Xcelsius dashboards. By the end of the course, learners will understand how to effectively use Excel formulas and functions specifically targeted for Xcelsius. Students will have the opportunity to practice creating dynamic models through a series of workshops. |
| Objectives | This course offers best-practice methodology for preparing Excel spreadsheets for dynamic display of complex data in Xcelsius.
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| Topics | Excel Introduction
Sum Function and dragging formulas
Running totals
Concatenate vs. Ampersand
Simple math for sliders
Absolute positioning
Count
CountA
Conditional Formulas
IF
IF AND
IF OR
Date Functions
Today
Month
Quarter
Year
Extracting Data
Match
Index
Other Useful Tricks
Transpose
Rand
Calculations to Avoid with Xcelsius
Memory intensive functions
- SUMIF
- COUNTIF
- DCOUNT
- DCOUNTA
- DSUM
- Ranking
Unreliable results
Excel Errors and how Xcelsius Handles them
#NA!, #VALUE!, DIV/0!, etc.
Data Layout in Excel for Optimal use in Xcelsius
"Pivot" tables and multi-dimensional layout
How to handle "ugly data" (data that does not chart well together)
Best layout scenarios
Ways to handle too much data
Excel options for improving dashboard performance
Examples of good and bad data layout and labeling |
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