Excel Training – Pivot Table Specialist

Dates
Duration
1 Day
Location
Crawley
Price
£220.00+VAT

A bespoke course, at a venue and date of your choice.

Talk to us about setting up a course that is tailor made for you. GET IN TOUCH

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.

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 you’ll learn

By the end of the programme you’ll be able to:

  • Build and customise pivot tables
  • Group and sort information within pivot tables
  • Add different types of summary calculations to pivot tables
  • Create pivot charts
  • Add calculated fields and items

What’s covered

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
  • Using the slicer tool (2010)

Setting pivot table options

  • Format options
  • Totals and filters options (2007 and 2010)
  • Display and printing options (2007 and 2010)
  • 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 (2007 and 2010)
  • Creating top 10 reports
  • Using search within a pivot table (2010)

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

 

Customer Testimonials

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

Richard Harker

Course Leader

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