Excel PivotTable Training Course

Who is this course for?

Our Microsoft Excel Pivot Tables course is suitable for those with a basic working knowledge of Pivot Tables who want a greater understanding of the more sophisticated functions and features available.

You may also wish to consider our soft skills training workshops.

Prerequisites

Prior use of Pivot Tables or our Excel Advanced course.

Benefits

• At the end of this course you will have a greater understanding of the functionality and potential of Pivot Tables.


• You will be able to construct and manipulate complex summaries and analyses of data using Pivot Table tools, control visual and data formatting, manage and add to the statistical analysis of your data, deal with varying data sources, automate, troubleshoot and utilise Pivoted data in many different contexts.

Pivot Table Fundamentals

What is a Pivot Table?
When and why use a Pivot Table?
Anatomy of a Pivot Table
Limitations of Pivot Tables

Creating Basic Pivot Tables

Preparing your data
· Tabular Layout
· Removing Section Headings
· Removing Repeated Column Groups
· Eliminating Gaps
· Type Formatting
Creating Pivot Tables
· Adding Fields
· Adding Layers
· Altering Structure
· Report Filters
Managing Changes in Your Source Data
· Dynamic Named Ranges
· Dealing with Zeroes
Subtotals
Summary Calculations
· Running totals
· Differences (year on year, month on month)
· Percentages of Rows, Columns, Totals and other fields
Running Totals and Top 10 reports
Pivot Table Tools
· Layout Updates
· Refreshing & Restarting
· Moving Pivot Tables

Pivot Table Views

Conditional formatting
Sorting, Filtering and Re-ordering
· Slicers (2010 / 2013 only)
Saving Custom Views

Pivot Table Calculations

Calculated Fields and Items
Managing & maintaining Pivot Table calculations

Pivot Charts

What is a Pivot Chart?
Creating a Pivot Chart
Pivot Chart Rules
· Managing the underlying data
· Adding Layers
· Altering Structure
Pivot Chart Alternatives
· Dynamic Charts
· Transition tables

Working with Data Sources

Consolidating multiple sheets or ranges of data
Using external data sources (Access)

Automating Pivot Tables with Macros

Introducing Macros
Recording Pivot Table macros
Tidying and refining recorded macros
The Power Pivot add-in (2010 / 2013 only)

Summary

Frequent Pivot Table Questions and Answers
Solutions to common problems

Face-to-face training

Training is held in our modern, comfortable, air-conditioned suites.

Modern-spec IT, fully networked with internet access

Lunch, breaks and timing

A hot lunch is provided at local restaurants near our venues:

• Bloomsbury
• Limehouse

Courses start at 9:30am.

Please aim to be with us for 9:15am.

Browse the sample menus and view joining information (how to get to our venues).

Refreshments

Available throughout the day:

• Hot beverages
• Clean, filtered water
• Biscuits

Virtual training

Regular breaks throughout the day.

Learning tools

In-course handbook

Contains unit objectives, exercises and space to write notes

Reference material

Available online. 100+ pages with step-by-step instructions

24 months access to Microsoft trainers

Your questions answered on our support forum.