Excel Pivot Tables and Dashboards Training
Training
In London
Description
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Type
Training
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Level
Intermediate
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Location
London
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Duration
1 Day
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Start date
Different dates available
What Is a Pivot Table, Understanding the Benefits of Using Pivot Tables, Preparing to Create a Pivot Table, Exploring the Excel Table Features
Facilities
Location
Start date
Start date
About this course
This one day course is designed for experienced Excel users who will be using pivot tables extensively in their work. Delegates will learn how to use this powerful tool to summarise and analyse data and then enhance it with formatting, custom calculations and filtering to produce unique and useful reports.
Reviews
Subjects
- Excel
- Layout
- Insurance Policy
- MS Excel
- Data
- Table Layout
- Pivot table
- Report Filter
- PivotTable Style
- Grand Totals
- Report Layout
Course programme
Exploring an Insurance Policy Example, Changing the Pivot Table Layout, Charting the Data in a Pivot Table
Modifying a Pivot TableChanging a Pivot Table, Adding a Report Filter, Updating the Pivot Table, Changing the Summary Function, Applying a PivotTable Style, Deleting a Pivot Table
Summarizing DataUsing the Summary Functions, Showing or Hiding Grand Totals, Creating Subtotals, Grouping Numbers and Dates
Formatting a Pivot TableControlling the Report Layout, Adding Blank Rows in the Layout, Using a Pivot Table Style, Adding Row and Column Shading, Formatting the Row and Column Headers, Removing a Pivot Table Style, Creating a Pivot Table Style, Applying a Custom Pivot Table Style, Modifying a Custom PivotTable Style, Duplicating a Pivot Table Style, Deleting a Custom Pivot Table Style, Using Themes, Applying a Theme, Saving the File
Sorting and Filtering in a Pivot TableAdding Report Filters, Arranging Report Filters, Clearing All Filters, Moving Labels, Sorting Labels, Sorting Values, Sorting Automatically When the Pivot Table Changes, Sorting Labels in a Custom Order, Filtering Row and Column Labels, Viewing Filter and Sort Information, Removing Filters, Filtering Values, Filtering for a Date Range, Applying a Manual Filter, Including New Items in a Manual Filter, Filtering by Selection, Showing Top and Bottom Items
Using Slicers and TimelinesUnderstanding slicers, Creating and formatting standard slicers, Using Timeline slicers, Linking Slicers and Timelines to other objects
Creating a Pivot Table from External DataCreating a Pivot Table from a Text File, Creating a Pivot Table from an Access Query, Creating a Pivot Table from an OLAP Cube
Updating a Pivot TableUpdating an Excel Table, Changing an Excel Data Source, Refreshing All Pivot Tables in a Workbook, Retaining Deleted Items, Changing an Access Data Source, Refreshing the Pivot Table Regularly, Saving Source Data with the File
Creating Calculations in a Pivot TableCreating Custom Calculations, Creating Formulas
Enhancing Pivot Table FormattingApplying Conditional Formatting, Setting Format Options
Pivot Charts and GraphicsCreating a Default Pivot Chart, Creating a Line Pivot Chart, Formatting and Customizing Charts, Using Pivot Charts to Show Trends
Creating DashboardsGetting Started with Excel Dashboards, Defining Dashboards and Reports, Determining User Requirements, Key Visualization and Design Principles
Excel Pivot Tables and Dashboards Training