Excel users that regularly manipulate, analyze, or present data can improve their productivity substantially by utilizing PivotTables. Many users avoid PivotTables even though they know how powerful they are because they believe PivotTables are confusing to work with and hard to use. Additionally, many people know that they provide benefit but do not realize the depth of capabilities that the PivotTable reporting feature possesses. This session shows users that with a basic understanding of PivotTable conventions, the intimidation factor disappears. Additionally, it details the robust feature set built into PivotTables. This course also spends time providing information about Excel Tables, which are helpful as a stand-alone feature, but also can be used to enhance PivotTable use.
DESIGNED FOR
Accounting and other business professionals that work in Excel to analyze and report upon data who want to utilize the power of PivotTables.
BENEFITS
Once participants have completed this session they should be able to:
- Understand the underlying concepts and conventions that drive PivotTable operation
- List four important components used when creating and working with PivotTables
- Understand the benefits of using Excel Tables, not only with PivotTables but as stand-alone objects
- Explain ways to improve data presentation in PivotTables with:
- Automatic and custom groups
- PivotTable options
- The Design tab of the PivotTable tools ribbon add-In
- Formatting, sorting and filtering features in Excel
- Understand calculations in PivotTables including Calculated Field and Calculated Items
- Create and modify PivotCharts
HIGHLIGHTS
- Introducing PivotTables
- Working with Excel tables
- Connecting PivotTables to external data
- Extended PivotTable functionality
- Creating calculations in PivotTables
- Using PowerPivot and creating PivotCharts
- All practice and demonstration files are available for download for a period of 30 days after the session is taught
COURSE LEVEL
Intermediate
PREREQUISITES
An understanding of Excel conventions.
ADVANCE PREPARATION
None
ADDITIONAL NOTES
This is "hands on optional" course: feel free to bring a laptop and download the work files OR if you can watch without doing (instructor completes every example on screen and explain the steps as he goes).