Microsoft Excel specialists

Excel training courses

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  WHAT YOU GET

Course manual
& Excel files

20  minutes’
hotline time

Excel expertise
30 years’
specialisation

PivotTables to analyse and present data

     Duration: 1 day  
      Format: Fully hands-on  
   Arrival and refreshments: 8:45am  
    Start 9:00am  
    Finish: 4:30pm  

PivotTables are among the best tools to rapidly summarise large amounts of data, but are often under-utilised. How do you organise a date field into months or weeks? You have Budget and Actual figures, but how do you display variance? What happens when you have more than one PivotTable pointing to the same source data? Take your PivotTables to the next step with this course, PivotTables to analyse and present data.
  YOUR POWER-PACKED AGENDA

Create PivotTables

  • Create and format a PivotTable report
  • Refresh a PivotTable
  • Rearrange a PivotTable
  • Allow the PivotTable to cater for expanding data
  • Show percentages of column total
  • Why do my PivotTables try to count values rathe than sum them
  • Display only certain countries and remove total
  • Drill down to underlying data

Group PivotTable fields

  • Change the order of items in a PivotTable
  • Sort items in a Report Filter field
  • Group PivotTable items
  • Insert and delete group subtotals
  • Show and hide detail for grouped data
  • Group by date
  • Group by a custom number range

PivotTable formulas: Calculated Fields and Calculated Items

  • Create a Calculated Field formula
  • Using calculated fields to keep all data on display
  • Create a Calculated Item formula

PivotCharts

  • Create a PivotChart in Excel 2007/2010.

Multiple PivotTables from the same source data

Slicers in Excel 2010

Create a Slicer-driven dashboard

Create a month and year-to-date profit variance report

  • Select dates to total
  • Create Month and YTD data columns
  • Format the PivotTable
  • Create a variance calculation
  • Finalise the PivotTable formatting
  • Discover other PivotTable options
  • Remove deleted items from filter lists
  • Allow Label and Value filters to be applied to the same field

Prerequisites

Create basic formulas and apply formatting.

  LEARN IN A POSITIVE ENVIRONMENT
 
  • Be assured the advice you get is well-proven and utilised.
  • Feel free to ask questions.
  • Get time away from the office and constant interruptions.
  • Enjoy a friendly environment where you don’t feel you’re holding others up.
  • Instantly apply what you’ve learned on return to work.

Presenters

AbleOwl has a number of different presenters, all of whom are Excel specialists.

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  COURSE CANCELLATION POLICY
 
A course booking is considered final when received in writing (online, email, fax or post) by AbleOwl, and can be cancelled up to ten working days before the course. After that, payment is expected in full and no refund will be given. All cancellations must be notified in writing, i.e. post, fax or email. Another delegate may be substituted at any time.