Microsoft Excel 2013 / 2016 Pivot Table Workshop - Level 3 / Advanced

Gain an understanding of how to create and format Pivot Tables.

Course Outline

Students will learn how to use PivotTables to summarize and analyze large amounts of data. They will learn about the available tools that are available to assist with this task.

WHAT YOU'LL LEARN
Upon successful completion of this course, students will be able to understand, create, and format PivotTables.

OUTLINE
Understanding Pivot Tables
  • Types of Pivot Table reports
  • Source data for Pivot Table reports
  • Creating Worksheet Lists
Using Names
  • Create a Name
  • Using a Name in a Formula
  • Creating Names for a Multiple Rows or Columns
  • Creating Names for a Value or Formula
Creating a Pivot Table
  • Pivot Table Field List
  • Completing the Report
  • Pivot Table Tools
  • Rearranging the Pivot Table
  • Changing the Report Field Titles
  • Formatting Data Fields
Using the Report Filter
  • Displaying Filtered Fields on Separate Worksheets
Formatting the Pivot Table
  • Sorting Data
  • Removing Data
  • Refreshing Data
Using Formulas Functions
  • Create a Calculated Field
  • Create Implicit Calculated Fields (Previously Called ??Measures?)
  • Add or Remove Subtotals in a Pivot Table Report
  • Display or Hide Details
Working with Multiple Data Ranges
  • Setting Up the Source Data
  • Using Named Ranges When Source Data is Likely to Expand
Creating PivotCharts
  • Creating the Chart
  • Moving the Chart to a New Worksheet
  • Chart Tools
  • Using Pivot Table Data Outside the Pivot Table Report
  • Create relationships between data from different sources and between multiple tables in a PivotTable
Creating a Pivot Table from a Database
  • Databases You Can Access
  • Refreshing the Data
Publishing an Excel Workbook
  • When to Use Excel Services

Training Location

Online Classroom
your office

your city, your province
your country