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.

We specialise in 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.

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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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