Description

An in depth look at Pivot Tables and their powerful features to summarise and visualize your data.

Course overview

Duration: 1 day (6.5 hours)

Our Excel – Pivot Table Specialist course is a comprehensive guide to working with Pivot Tables for those who need to learn more about the use of Pivot Tables to summarise and analyse information.

This course is designed for existing experienced users of Excel. You should be a confident Excel user and be able to create and edit worksheets and write basic formulas.

Objectives

By the end of the course you will be able to:

Build and customise Pivot Tables
Group and sort information
Filter information
Use slicers and the timeline filter
Add different summary calculations
Create Pivot Charts
Add calculated fields and items

course image

Content

The anatomy of a Pivot Table

Using a Pivot Cache
Building a Pivot Table
The Pivot Table interface
Refreshing the Pivot Table
Adding column, row, page and data fields
Changing data orientation
Showing data fields in columns or rows
Drilling down to underlying data

Setting Pivot Table options

Format options
Totals and filters options
Display and printing options
Data options

Customising Pivot Tables

Modifying field names
Data formatting
Changing field layout options
Changing summary calculations
Working with subtotals

Filtering and sorting

Filtering items
Sorting data
Value and label filters
Creating top 10 reports
Using the Search filter
Using the Slicer tool
Use the Timeline filter

Grouping

Grouping date fields
Grouping numeric fields
Adding your own groups

Summary calculations

Running totals
Differences year on year, month on month
% Differences year on year, month on month
% of Row, Column, Total and other fields

Pivot charts

Pivot Chart rules
Creating a Pivot Chart
Working with your Pivot Chart

Creating calculations

Adding calculated fields
Adding calculated items

Course Images

Excel - Pivot Table Specialist

By Underscore Group

Booking options

Highlights