Mastering Excel PivotTables and PivotCharts Course

Excel PivotTables and PivotCharts Training Course

Excel PivotTable is one of the most useful and powerful feature in Excel. Transforming your massive data into a report just requires only a few steps.

The Excel PivotTable course will teach you everything from start to finish, including preparing data suitable for Excel PivotTables, choosing the right PivotTable layout for presentation, protecting the data, using Excel formulas and functions in calculated fields or calculated items and consolidating data from different tables. The final result can be presented interactively using Excel PivotCharts.

Practical exercises are used throughout the class which allows students apply what have been learnt to analyse and generate reports, the adoption of small class size teaching approach can further enhance the overall learning experience of our students.

Excel PivotTables and PivotCharts Training Course

What you’ll learn

Understanding Pivottables

  • Understanding Data Analysis.
  • Introducing the PivotTable.
  • Learn PivotTable Benefits.
  • Survey PivotTable Uses.
  • Explore PivotTable Features.

Building A Pivottable

  • Prepare Your Worksheet Data.
  • Create a Table for a PivotTable Report.
  • Build a PivotTable from an Excel Table.
  • Build a PivotTable from an Excel Range.
  • Re-create an Existing PivotTable.

Manipulating Your Pivottable

  • Turn the PivotTable Field List On and Off.
  • Customize the PivotTable Field List.
  • Select PivotTable Items.
  • Remove a PivotTable Field.
  • Refresh PivotTable Data.
  • Display the Details Behind PivotTable Data.
  • Create a Chart from PivotTable Data.
  • Enable the Classic PivotTable Layout.
  • Add Multiple Fields to the Row or Column Area.
  • Add Multiple Fields to the Data Area.
  • Add Multiple Fields to the Page Area.
  • Convert a PivotTable to Regular Data.
  • Delete a PivotTable.

Changing The Pivottable View

  • Move a Field to a Different Area.
  • Display a Different Page.
  • Change the Order of Fields Within an Area.
  • Change the Report Layout.
  • Sort PivotTable Data with AutoSort.
  • Move Row and Column Items.
  • Filter Row or Column Items.
  • Filter PivotTable Values.
  • Hide Items in a Row or Column Field.
  • Show Hidden Items in a Row or Column Field.
  • Show Pages as Worksheets.
  • Group Numeric Values.
  • Group Date and Time Values.
  • Group Text Values.
  • Hide Group Details.
  • Show Group Details.
  • Ungroup Values.
  • Change the Page Area Layout.

Customizing Pivottable Fields

  • Rename a PivotTable Field.
  • Rename a PivotTable Item.
  • Format a PivotTable Cell.
  • Apply a Numeric Format to PivotTable Data.
  • Apply a Date Format to PivotTable Data.
  • Apply a Conditional Format to PivotTable Data.
  • Show Items with No Data.

Setting Pivottable Options

  • Apply a PivotTable Quick Style.
  • Create a Custom PivotTable Quick Style.
  • Preserve PivotTable Formatting.
  • Rename the PivotTable.
  • Turn Off Grand Totals.
  • Merge Item Labels.

Performing Pivottable Calculations

  • Change the PivotTable Summary Calculation.
  • Create a Difference Summary Calculation.
  • Create a Percentage Summary Calculation.
  • Create a Running Total Summary Calculation.
  • Turn Off Subtotals for a Field.
  • Display Multiple Subtotals for a Field.

Creating Custom Pivottable Calculations

  • Introducing Custom Calculations.
  • Understanding Custom Calculation Limitations.
  • Insert a Custom Calculated Field.
  • Insert a Custom Calculated Item.
  • Edit a Custom Calculation.

Creating A Pivotchart

  • Understanding PivotChart Limitations.
  • Create a PivotChart from a PivotTable.
  • Create a PivotChart Beside a PivotTable.
  • Create a PivotChart from an Excel Table.
  • Move a PivotChart to Another Sheet.
  • Filter a PivotChart.
  • Change the PivotChart Type.
  • Sort the PivotChart.
  • Add PivotChart Titles.
  • Move the PivotChart Legend.
  • Display a Data Table with the PivotChart.
  • Print a PivotChart.
  • Delete a PivotChart.

Disperate And External Data Sources

  • Create a PivotTable from Multiple Consolidation Ranges.
  • Create a PivotTable from an Existing PivotTable.
  • Create a PivotTable from External Data.

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