Excel Pivot Tables Course

What You Will Learn

This class takes you deeply into Pivot Tables so you can learn how to use them to analyze and summarize data, generate reports and visualize results in Pivot Charts. Class discussion and hands-on exercises cover —

Why Pivot Tables are useful and how they work with data from Excel and other sources,
How to structure your input data so a Pivot Table can perform the analysis you need,
The difference between Excel Tables and Pivot Tables and when you will want to use an Excel Table as a Pivot Table’s data source,
When you need to make calculations on your source data before it is input to a Pivot Table, and how to make those calculations,
The easy way to build a Pivot Table from your source data,
How you specify which data (fields) the Pivot Table should summarize, and how those summaries should be broken out,
How to filter, sort and group your Pivot Table results,
How to “drill down” to discover the data underlying any Pivot Table entry,
The functions a Pivot Table can use to summarize data,
Adding Grand Totals and Subtotals,
Why and when you need to refresh Pivot Table data and update the data source,
How to set Pivot Table options and which are the most important,
When you want to define calculated fields within a Pivot Table,
Why you sometimes want to build multiple Pivot Tables from the same data,
How to control a a Pivot Table’s layout and format,
The benefits of using Pivot Table Styles and how to create your own custom styles,
How to link a Pivot Table to an external data source,
The benefits of using Slicers to filter your data and how to control multiple Pivot Tables with a single Slicer, and
How to create and format Pivot Charts.

6 hours, $260 (available for Windows and Macintosh)

An investment in knowledge pays the best interest.

Benjamin Franklin

Training Format

Live class with trainer in class and interactive student participation,
Exercise-based, hands-on instruction,
Emphasis on questions and student participation,
Small size (limited to 8), personal attention.

Why You Should Take This Class

Pivot Tables work like magic — they let you make sense of large data sets simply by using the mouse to indicate what you want to know and where you want to see it (that’s the pivoting). Used effectively, they help ou make data-driven business decisions. But they can also be really frustrating if you don’t know the proper incantations to make them work.

This class shows you step by step how to get your data from where it is to where you want it to be. We start with how to make sure things are set up correctly, then build and modify the Pivot Table and end with tools you can use to make the results easy for you and your colleagues to read and interpret. Throughout, we focus not just on HOW to do things, but also WHY, so you can apply what you learn to your own projects.

The workshop will answer the following questions:

What can Excel Pivot Tables do, and when should I use them?
What input data are needed for a Pivot Table to produce the information I need?
How can I create an Excel Pivot Table?
Where and how do I specify the calculations I want my Pivot Table to make?
How do I keep my Pivot Table up to date?
How can I make my Pivot Table results easy to read and interpret?

Class Location

All training currently is given live, on-line via Zoom (details).
Private training available.

Dates and Registration

See current class schedule for dates.
Register On-Line or call (617) 720-6161.

Prerequisites

A working knowledge of Excel, especially how to create and edit formulas and use functions.

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