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

Public Training Programme

Explore our current selection of public courses, available as convenient and cost-effective virtual sessions.

Engage with expert instructors and a diverse peer group in an interactive, online learning environment.

Ideal for those valuing flexibility and affordability, our public courses are ideal where you only have small numbers requiring training and offer training from the comfort of your home or office.

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Contact us

Do you have questions, suggestions, or feedback? We value your input and are here to assist you. Please don't hesitate to get in touch with us via email or phone:

• Email: [email protected]
• Phone: +44 (0)20 8152 6551

Our dedicated team is ready to respond to your enquiries and provide the support you need. Feel free to reach out, and we'll do our best to assist you.

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