Microsoft Excel Pivot Tables Class
What You Will Learn
Take an in-depth look at Pivot Tables and how you can use them to analyze and summarize data, generate reports and visualize results in Pivot Charts. Class discussion and hands-on exercises cover —
- What Pivot Tables can do and how they can be used with data from Excel and other sources,
- How to set up your input data so it can be used to produce a desired Pivot Table analysis,
- How to determine when calculations need to be made on the source data before it is input to a Pivot Table, and hw to make any needed calculations,
- Building a Pivot Table from your source data,
- Designating which data (fields) the Pivot Table should summarize, and how those summaries are broken out,
- Filtering, sorting and grouping Pivot Table results,
- How to “drill down” to discover the data underlying any Pivot Table entry,
- Which functions a Pivot Table can use to summarize data,
- Pivot Table Grand Totals and Subtotals,
- Refreshing Pivot Table data and changing the data source,
- Key Pivot Table options,
- Defining calculated fields within the Pivot Table and using them to manipulate data,
- How to build multiple Pivot Tables from the same data,
- Pivot Table format and layout,
- Creating custom PivotTable Styles,
- How to set up external data sources,
- Using Slicers to visually filter your data, especially when displaying it to a group, and
- How to create and format Pivot Charts.
6 hours, $260 (available for Windows and Macintosh)
An investment in knowledge pays the best interest.
Benjamin Franklin
Training Format
- Live class with trainer in class and interactive student participation,
- Exercise-based, hands-on instruction,
- Emphasis on questions and student participation,
- Small size (limited to 8), personal attention.
Why You Should Take This Class
Pivot Tables work like magic — they let you make sense of large data sets simply by using the mouse to indicate what you want to know and where you want to see it (that’s the pivoting). This class will teach you the wizard’s spells that will make it work.
This class explains what it takes to get you from where you are to where you want to be. Often when Pivot Tables don’t work, it’s because the input data aren’t set up correctly to produce the desired analysis, or calculations need to be made on that data before it is input to the Pivot Table. The class covers all of that. Throughout, we focus not just on HOW to do things, but also WHY, so you will be able to apply what you learn in class to your own projects.
Class Location
- All training currently is given live, on-line via Zoom (details).
- Private training available.
Dates and Registration
- See current class schedule for dates.
- Register On-Line or call (617) 720-6161.
Prerequisites
A working knowledge of Excel, especially how to create and edit formulas and use functions.
Related Classes
Classes: Excel, Advanced Excel, Excel Charts, Excel Dashboards, Excel Macros, and Excel Power Pivot.
We also offer consulting, private classes and one-on-one training. See Excel Services page for more information.
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