Microsoft Excel  - PivotTablesDownload Course Outline

This is the outline of our Microsoft Excel PivotTables course - Duration: 1 day

When you first meet an Excel Pivot Table, you will probably ask yourself "could I do that?”.  The answer of course is yes! Unfortunately most people tend to shy away from Pivot Tables, as they see them as too complex - when you first use a Pivot Table the whole thing can seem a bit daunting.

This course will give you the skills to use a Pivot Table to produce meaningful information from a table of information.  You will learn that with persistence and the ability to manipulate Pivot Tables via 'Trial-and-Error' you will immediately get results.

To get the most out of this course you should be a competent Microsoft Excel user.

We specialise on on-site training and can come to you to run our course either on your PC's or provide our own high specification equipment. If you want specific training for your staff, we're happy to customise this course to your requirements, adding or removing topics as necessary.

Microsoft Excel  - PivotTables course content

Download a PDF course outline using the link on the right.

What is a Pivot Table?

  • Find data that can be analysed by a Pivot Table
  • The use of Excel Tables
  • Find uses and examples of PivotTables

Create a PivotTable Report

  • Construct a Pivot Table
  • Add/Remove Pivot Table Fields
  • Reorganise the PivotTable
  • Hide Rows and Columns
  • Work with multiple Data Areas

Modify the Pivot Table

  • Modify PivotTable Field Options
  • Drilldown on the Data Area
  • Use the PivotTable Options
  • Refresh Data
  • Use the Show Pages Option

Format the Report

  • Format PivotTable Cells
  • Use the AutoFormat
  • Use Layout Options

Group and Outline

  • Uses of Group and Outline
  • Show and Hide details

Slicers (Excel 2010 only)

  • Insert Slicers
  • Use slicers to filter data.

Manipulate the Data

  • Sort Items
  • Add/Remove Subtotals
  • Manage Totals
  • Change the Subtotal Function

Use Advanced Data Field Options

  • Use different functions in the Data Area
  • Use the “Show Data As” Option
  • Apply numeric formats to the Data Area

Multiple Consolidation Ranges

  • Consolidate Data use a PivotTable
  • Work with Consolidated Data

Calculated Items and Fields

  • Create Calculated Items
  • Create Calculated Fields
  • Work the Calculated Items and Fields
  • GetPivotData Function

Use the GetPivotData Function

  • Construct the function

Use PivotCharts

  • Create a PivotChart report
  • Format a PivotChart report
  • Lay out a PivotChart report
  • Work with data in a PivotChart report

We also offer this course as Live Online Learning - follow this link to learn more.