Excel Pivot Tables - full day

Learning Outcomes:

• Describe the Anatomy of a Pivot Table including limitations, with Instructors approval.

• Demonstrate proficiency in using Pivot Tables to answer questions by category and by month and use a chart to view the summary graphically.

• Successfully use a PivotTable to sort and group data using the information in the Lesson Lab.

• Demonstrate the best options for importing and exporting data with 100% accuracy.

• Use PivotTables to summarize the results of two different kinds of business surveys.

During this full day course, students will learn how to use Pivot Tables to summarize and analyze large amounts of data.

When to use a Pivot Table & Why

Create a PivotTable

Create a Chart from a PivotTable

Group data

Use Running Total Options

Spot Trends using Pivot Tables

Multiple Consolidation Ranges

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Excel Pivot Tables - full day

Upon completion of this course, students should be comfortable with the below objectives:

Create a PivotTable based on transactional data and make the summary easier to read by grouping data and applying formatting. Use Pivot Tables to answer questions about sales by category and region by month and use a chart to view the summary graphically. Students will also be able to use a PivotTable to summarize the performance of sales representatives or different departments. Analyze the buying patterns of customers by using PivotTables and a variety of summary functions. Use PivotTables to summarize the results of two different kinds of business surveys. Apply styles, look at error values, showing and hiding items, advanced sorting, grouping fields, creating calculated fields, view subtotals & running totals, work with cell references and named ranges, set table options and much more.

Class targeted to: Students wanting to transform transactional data into summary reports.

Prerequisites: Windows: Introduction and Excel: Introduction and Intermediate.