PivotTables are arguably the most popular analysis tool in Microsoft Excel, used across industries to report on performance. This 90-minute beginner's guide to Excel PivotTables shows how to summarize large data sets in flexible ways and turn them into useful insights.
You'll learn to create a PivotTable and change its structure, filter and sort data, change calculations and show results as percentages. You'll group date fields to view different periods, refresh the table when the source data changes, format it for easy reading and drill down to the underlying records.
The session finishes with slicers, which make filtering a PivotTable simple for you and for anyone else who reads your report.
WHY SHOULD YOU ATTEND?
PivotTables help you sift through large data sets and focus on the details that matter, build several custom reports in a few steps and group data easily, saving time and supporting better business decisions.
This session suits business owners, executives, managers, accountants, CPAs, financial consultants, IT professionals, auditors, HR staff, bookkeepers, marketers and anyone who works with large amounts of data in Excel.
AREA COVERED
- Creating PivotTables and changing their structure
- Filtering and sorting PivotTable data
- Changing PivotTable calculations
- Showing pivoted data as percentages
- Refreshing a PivotTable after source data changes
- Grouping date fields to view different periods
- Formatting a PivotTable
- Drilling down to the source data
- Using slicers to filter a PivotTable
LEARNING OBJECTIVES
- Explain why PivotTables are so useful in Excel
- Analyze large data sets from different business perspectives
- Create a PivotTable to summarize data
- Use PivotTables to answer questions and spot patterns in the data
- Customize summaries by grouping data
- Format PivotTables so others can understand them easily
WHO WILL BENEFIT?
- Business Owners
- CEOs / CFOs / CTOs
- Managers
- Accountants
- CPAs
- Financial Consultants
- IT Professionals
- Auditors
- Human Resource Personnel
- Bookkeepers
- Marketers
- Anybody with large amounts of Data
- Anybody who uses Microsoft Access/Excel regularly, and wants to be more efficient and
- productive
PivotTables help you sift through large data sets and focus on the details that matter, build several custom reports in a few steps and group data easily, saving time and supporting better business decisions.
This session suits business owners, executives, managers, accountants, CPAs, financial consultants, IT professionals, auditors, HR staff, bookkeepers, marketers and anyone who works with large amounts of data in Excel.
- Creating PivotTables and changing their structure
- Filtering and sorting PivotTable data
- Changing PivotTable calculations
- Showing pivoted data as percentages
- Refreshing a PivotTable after source data changes
- Grouping date fields to view different periods
- Formatting a PivotTable
- Drilling down to the source data
- Using slicers to filter a PivotTable
- Explain why PivotTables are so useful in Excel
- Analyze large data sets from different business perspectives
- Create a PivotTable to summarize data
- Use PivotTables to answer questions and spot patterns in the data
- Customize summaries by grouping data
- Format PivotTables so others can understand them easily
- Business Owners
- CEOs / CFOs / CTOs
- Managers
- Accountants
- CPAs
- Financial Consultants
- IT Professionals
- Auditors
- Human Resource Personnel
- Bookkeepers
- Marketers
- Anybody with large amounts of Data
- Anybody who uses Microsoft Access/Excel regularly, and wants to be more efficient and
- productive