Excel - Pivot Table Specialist
An in depth look at Pivot Tables and their powerful features to summarise and visualize your data.
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Course overview
Duration: 1 day (6.5 hours)
Our Excel – Pivot Table Specialist course is a comprehensive guide to working with Pivot Tables for those who need to learn more about the use of Pivot Tables to summarise and analyse information.
This course is designed for existing experienced users of Excel. You should be a confident Excel user and be able to create and edit worksheets and write basic formulas.
Objectives
By the end of the course you will be able to:
- Build and customise Pivot Tables
- Group and sort information
- Filter information
- Use slicers and the timeline filter
- Add different summary calculations
- Create Pivot Charts
- Add calculated fields and items
Content
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
- Drilling down to underlying data
Setting Pivot Table options
- Format options
- Totals and filters options
- Display and printing options
- 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
- Creating top 10 reports
- Using the Search filter
- Using the Slicer tool
- Use the Timeline filter
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
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