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 Level-1 & Level-2 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
