Excel – Pivot Table Specialist

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Course description

Microsoft Excel’s pivot table function is an essential tool that allows you see the ‘bigger picture’ – quickly and easily summarising, analysing, and presenting large amounts of data.       

We show you the essential features, as well as some of the more advanced techniques, you need to know in order to fully utilise this powerful function – from creating and customising pivot tables, to performing calculations.

Is it right for me?

If you’re an experienced Excel user, already confident in creating and editing worksheets and writing basic formulas, this advanced Excel training course will enhance your current skillset.

What will I get out of it?

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


  • Build and customise Pivot Tables
  • Group and sort information within Pivot Tables
  • Add different summary calculations to Pivot Tables
  • Create Pivot Charts
  • Add calculated fields and items

Richard was excellent. I had a lot of questions which he answered each time. The group was very small (3 people) which worked well as he was there whenever I had to ask him something.

Test Analyst, B&CE Benefits Schemes

What does it cover?

  • 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
  • Using the slicer tool (2010)
  • Format options
  • Totals and filters options (2007 and 2010)
  • Display and printing options (2007 and 2010)
  • Data options
  • Modifying field names
  • Data formatting
  • Changing field layout options
  • Changing summary calculations
  • Working with subtotals
  • Filtering items
  • Sorting data
  • Value and label filters (2007 and 2010)
  • Creating top 10 reports
  • Using search within a pivot table (2010)
  • Grouping date fields
  • Grouping numeric fields
  • Adding your own groups
  • Running totals
  • Differences year on year, month on month
  • % differences year on year, month on month
  • % of row, column, total and other fields
  • Pivot chart rules
  • Creating a pivot chart
  • Working with your pivot chart
  • Adding calculated fields
  • Adding calculated items

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Course leader

Richard Harker

L&D Consultant, IT Solutions

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