Excel PivotTable Reports
The PivotTable tool in Excel is widely used for creating complex reports from a large Excel dataset. It is easy to use but has several hidden functionalities. It is capable of producing a variety of summaries useful for business decision-making. This course will teach you several powerful features of PivotTable via hands-on exercises. After taking the course, an attendee will be able to generate complex reports very efficiently from a vast dataset.
Prerequisites: Skills learned in our Excel Beginner and Intermediate courses or equivalent everyday work experience of using MS Excel. Proficiency in Windows environment with excellent mouse skills. Some keyboard skills also required.
Software Version: Microsoft Excel 2013/2016/2019/365
Course Duration: Half Day
Class Times-1: 9:00 AM to 2:00 PM Pacific Time (Vancouver)
Class Times-2: 9:00 AM to 2:00 PM Eastern Time (Toronto)
Course Pace and Style: Medium-to-Fast; Hands-on, Intensive, Interactive
Course Delivery Format: OnLine and In-Person
(In-Person training is currently not available due to the COVID-19 pandemic)
Course Outline Download: Excel PivotTable Reports
Cancellation & Date Change Policy: Cancellation Policy
Technical Requirements for Taking OnLine Courses: OnLine Tech Requirements
Course Outline
What is covered in the course?
- What is a PivotTable Report?
- Preparing Data for a PivotTable Report
- Creating My First PivotTable Report
- Formatting Values & Fields
- Drilling Down to View Details
- Filtering to View a Specific Summary
- Using Slicers to Apply the Filters
- Pivoting Fields for Different Emphasis
- Summarizing Values by Different Functions
- Using a Field Multiple Times
- Refreshing the PivotTable Report
- Grouping Text, Numeric & Dates
- Working with Dates & Timeline
- Displaying Single & Multiple Subtotals
- Working with a Calculated Field
- Working with a Calculated Item
- Calculating % of Column & Parent Total
- Ranking Largest to Smallest
- Calculating Running Totals
- Calculations with GETPIVOTDATA Function
- Calculated Fields and Excel Functions
- Converting a PivotTable to Regular Excel Data
- Working with a PivotChart
- Creating a Dynamic Dashboard
- Formatting a PivotTable Report
- Showing Report Filter Pages
