Excel PivotTables: Data Summarization and Analysis

❝ Thank you for providing such a great first session! I thought the flow and how you explained functionality was perfect – very detailed, thorough, and easy to understand. I’m already getting feedback from some of the team that they loved the training.
- Heidi Hartwig, Director, National Field Sales Operations, Ultra Mobile

Selected Date [ See all available dates ]

Friday, December 20, 2024

8:00 AM - 11:00 AM Pacific Time
Trainer: Tim

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Cost

Price per person: $129
Length of class:three hours
Version covered:for Office 365
Delivery format:live over Zoom


Description

A PivotTable is Excel's most powerful data summarization tool. In this three-hour session for Windows and Mac users, you will learn what kinds of data works best for PivotTables and how to prepare your data. You will create PivotTables based on various data sources, summarize data by multiple categories using sum, average and count, format the PivotTable, rearrange columns and rows, apply filters, slicers and grouping (both manual and automatic). You will apply built-in calculations like Show as % of Grand Total, as well as create custom calculated fields. You will also create PivotCharts and refresh a PivotTable if its source data changes.


Prerequisites

This class is suited for people who have taken our Excel Beginning or Intermediate Excel classes or have been using Excel (any version) for a year or more and want to learn how to use PivotTables.


Outline

Preparing Data and Creating PivotTables
- prepare data to use in PivotTables
- create a PivotTable from a local data source

Analyzing data using PivotTables
- summarize PivotTable data
- organize PivotTable data
- filter PivotTable data
- format a PivotTable
- refresh a PivotTable if its data is changed

Working with PivotTable options
- PivotTable report layout options
- setting PivotTable options
- grouping and calculating
- creating calculated fields

Creating PivotCharts
- create a PivotChart
- manipulate PivotChart data
- format a PivotChart


Printable Course Description


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  • I wanted to check in to tell you that Sue was amazing! I learned so much in the (Excel PivotTables) course. She was knowledgeable, thorough and patient. I learned many new things that I can take back into my role and apply real world! Sue even counseled on future courses, so I’ll likely be back soon. She was also incredibly complimentary of you, the organization, the textbook and approach. I just wanted to reach out to say thank you to you and thank you to Sue!
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