Excel Pivot Tables

Short course

In Washington

£ 195 + VAT

Description

  • Type

    Short course

  • Location

    Washington

  • Duration

    1 Day

This course is designed for individuals who have a need to summarise data using Excel's powerful Pivot Table feature. After the course delegates will be able to create pivot tables based on data both within Excel and from an external source.

Facilities

Location

Start date

Washington (Tyne and Wear)
See map
Suite 13, Vermont, House Concorde, NE37 2SQ

Start date

On request

About this course

To ensure your success, you must have a good grounding in Excel (to at least our Level 2 course standard or equivalent) and knowledge of relational database structures would be an advantage but is not a requirement.

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Course programme

Course Overview

This course is designed for individuals who have a need to summarise data using Excel's powerful Pivot Table feature. After the course delegates will be able to create pivot tables based on data both within Excel and from an external source.
Prerequisites
  • To ensure your success, you must have a good grounding in Excel (to at least our Level 2 course standard or equivalent) and knowledge of relational database structures would be an advantage but is not a requirement.


Objectives


    Delegates will be able to :
  • Summarise an Excel datasheet into an easy to understand cross tabular layout (a Pivot Table)
  • Improve the presentation of that cross tabular data through formatting wizards and/or field settings
  • Change the default sort order of summarised data
  • Demonstrate how to change the column layout of a Pivot table
  • Connect to a Server based database (such as SQL Server and Oracle) and create summary pivot tables on the data as required
  • Show that they can create a chart of summary data
  • Demonstrate how to dynamically alter the data columns being used in a Pivot Table Summary
Related Courses
  • Excel Level 2 ()
Training Options
  • Bespoke course (a course written to your specific needs) at your company office throughout the UK, at our training venue or at an independent location, convenient to you
  • Private course at your company office throughout the UK, at our training room or at an independent location, convenient to you
  • Scheduled public course at one of our training venues
Whats Included
  • 12 Months telephone and email support
  • Use of a Modern Training suite with 19 inch flat screen monitors
  • 1 delegate per computer
  • Lunch (When at our training venue)
  • Refreshments (When at our training venue)
  • Relaxed refreshment area at our training room
Course Content
Holding Data in Excel
  • Sorting data
  • Filtering data
  • Creating sub totals within the datasheet
  • Using the Excel data Form
Getting Started with Pivot Tables
  • Creating a pivot table
  • Fields to create row headings
  • Fields to create column headings
  • Data in the summary area
  • Dynamically building a pivot table
  • Rearranging fields in a pivot table
  • Number formatting of the data area
  • Creating more than one pivot table on the same data
  • Moving pivot tables from one sheet to another or around the same sheet
  • Deleting a pivot table
Connecting to an External Source
Sorting and Filtering
  • Drilling down into a summary value
  • Carrying out a top ten only
  • Sorting the rows by values of the data
  • Filtering to exclude values in rows or columns
  • Using the page filter option
Formatting
  • Grouping and hiding of multiple row/column groupings
  • Removing autoFormat
  • Autoformat
Pivot Table Options
  • Turning off the summary rows and columns
  • Activating automatic refresh options
  • Refreshing a pivot table
  • Dealing with empty cells
Advanced Options
  • Setting the number format for a calculated field
  • Limitations on calculated fields
  • Adding a calculated field to a pivot table
  • Creating calculating fields
Pivot Charts
  • Using the table options seen earlier on the chart
  • Exploring the chart options
  • Changing the chart type
  • Using a pivot chart as opposed to a normal chart
  • A picture tells a thousand words

Excel Pivot Tables

£ 195 + VAT