Course Objectives

By the end of the course, participants should be able to perform data analysis. They should be able to create interactive views of datasets. They should be able to interactively drag and drop fields to change perspective and recalculate totals. They should be able to calculate and format summary data.

Course Outline

Creating PivotTables
- PivotTable Basics
- Structure and Design
- Preparing Source Data
- Creating a PivotTable

• Specifying the Source Data
• Using the PivotTable Field List
• Adding Fields
• Modifying a PivotTable Field
• Using Multiple Data Fields
• Applying a Numeric Format

Customising PivotTables
- Handling Error and Empty Cells
- Summary Calculations

• Using Difference From
• Using % Of
• Using % of column

- Hiding Subtotals
- Hiding Grand Totals
- Creating Running Totals

Formatting & Viewing Data
- Changing Report Layout
- Pivoting Data
- Changing the Column Order
- Adding Fields to a PivotTable
- Removing Fields from a PivotTable

• Applying PivotTable Styles
• Showing and Hiding Data
• Filtering Data
• Sorting & Grouping Data

Calculations
- Calculated Fields
- Calculated Items

Updating PivotTables
- Editing and Updating a PivotTable

• Amending Data
• Deleting Data
• Inserting Data
- Refreshing PivotTable on File Open
- Preserving PivotTables Format

Printing PivotTables
- Setting Print Areas
- Repeating Row and Column Headings
- Printing on Separate Pages

PivotCharts
- Creating a PivotChart Report from a PivotTable Report
- Modifying a PivotChart Report

• Changing Chart Type
• Filtering Chart
• Pivoting Chart

- Adding Chart Elements

• Adding a Chart Title
• Adding Axis Titles
• Moving the Legend
• Adding Data Labels
• Adding a Data Table
• Adding and Removing Gridlines

- Formatting the Chart Elements

• Changing Font
• Changing Format

Who Should Attend
This course is designed for all persons  who wish to learn how to use PivotTables to transform transactional data into summary reports.