Excel Pivot Table Training Course

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 analysis and charts from a simple table of information. To get the most out of this course you should be a competent Microsoft Excel user.

This Excel Pivot Table training course can be booked as either online training (currently), as a public course in London (restrictions permitting), or as a private course at your premises (restrictions permitting).

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On-Site Courses

Microsoft Excel PivotTables course outline - Duration: 1 day

What is a Pivot Table?

  • Find data that can be analysed by a Pivot Table
  • Uses and examples of PivotTables

Construct a PivotTable

  • How to Construct a Pivot Table
  • Add/Remove Pivot Table Fields
  • Reorganise the PivotTable
  • Work with multiple Values Areas
  • Sorting Data
  • Drill down to reveal the source data

Analysing Data using Pivots

  • Summarising values by using different functions
  • Showing values as Percentages
  • Comparing totals against a base value
  • Showing Running Totals
  • Ranking the values areas to show best to worst
  • Changing the analysis function in sub-totals

Filtering and Slicers

  • How to filter data using the Report Filter (Page Field)
  • Filtering data using the Pivot Table filters
  • Using Slicers to filter and analyse data

Designing the Pivot Table

  • Using different Pivot Table styles
  • Showing Sub-totals in different positions
  • Removing Grand Totals
  • Using Tabular and Outline views
  • Creating “Flat” Pivot tables
  • Apply numeric formats to the Data Area

Grouping Data

  • Creating “Ad Hoc” Groups for analysis
  • Grouping Data by Date e.g. by Year
  • Grouping on numeric fields to analyse data by range

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

Using an Excel Table

  • Use Table Styles to format large amounts of data for readability.
  • Use Table Styles to analyse data.
  • Creating Pivot Tables from Excel Tables.

PivotCharts

  • Create a PivotChart report
  • Format a PivotChart report
  • Lay out a PivotChart report
  • Work with data in a PivotChart report
  • Creating a “Dashboard”

Introduction to PowerPivot

  • What is PowerPivot
  • Importing data into PowerPivot
  • Creating a PowerPivot Pivot table.

*Only applicable in an Excel 2013 training course

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