Excel training courses
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Job-related courses
Wringing the most out of PivotTables & MS Query for Finance
Duration: 1 day
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Format: Hands-on, computer provided
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Arrival and refreshments: 8:45am
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Start 9:00am
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Finish: 4:30pm
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YOUR POWER-PACKED AGENDA
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Import text files and solve common problems
- Know the different types of text file and how to import them.
- Discover how to deal with multiple record types.
- Solve date problems.
Use MS Query to import data from Access, SQL Server and other sources
- Use MS Query to create criteria to select data.
- Update queries according to criteria stored in your workbook.
- Join fields from other tables.
- Learn basic SQL and modify SQL when you need to.
Create powerful reports with PivotTables
- Create and format a simple PivotTable.
- Refresh a PivotTable report with the latest data.
- Learn best-practice techniques to ensure the inclusion of all data.
- Quickly change the layout of a PivotTable.
- Include averages and percentages.
- Filter to show just certain items.
- Remove unnecessary totals.
- Drill down to show the values aggregated.
Enhance your PivotTables with advanced techniques
- Group PivotTable fields.
- Create variance and other calculations with calculated Items and Fields.
- Work with multiple PivotTables that use the same source data.
- Enhance PivotTable reports with PivotCharts.
- 2010/13: Quickly filter with Slicers.
- 2010/13: Create a Slicer-driven dashboard.
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Prerequisites
You probably use PivotTables to a degree, but have yet to master all they have to
offer. We don't expect you have used MS Query before, nor do we expect you to know
anything about databases and SQL.
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LEARN IN A POSITIVE ENVIRONMENT
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- 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.
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Presenters
AbleOwl has a number of different presenters, all of whom are Excel specialists.
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COURSE CANCELLATION POLICY
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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.
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