Pivot Tables 101 in Microsoft Excel

• OVERVIEW

Pivot Tables can summarize your data in Microsoft Excel and save you hours of time and effort. This program will provide an overview of pivot tables, including what they are, how to set up your data to create them, the parts of the pivot table window and how they interact and how to overcome some of the common issues people experience. You’ll learn how to format your pivot tables so they display the data precisely the way you need and discover the options you can modify to work with your data with ease.

• LEARNING OBJECTIVES

Attendees will learn: 

• What a pivot table is designed to do?
• How to set up a pivot table?
• How to organize your pivot table data?
• How to separate your data by page and then by worksheet?
• How to apply appropriate formatting to your data table fields?
• How to change what data is included, such as subtotals and grand totals with one click ease?
• What to do when the pivot table is not automatically refreshing?
• Why it is important to set your data up correctly in the first place to minimize issues with your pivot tables?

• WHY SHOULD YOU ATTEND

Individuals who attend this training will become more efficient with Microsoft Excel and discover the power of Pivot Tables in manipulating and summarizing their data. Take advantage of the full functionality of this feature of Excel. The training will be delivered using Office 365 (2019) for Windows although, for users of earlier versions, the functionality is available in Office 2010/2013/2016.

• AREAS COVERED

• Creating pivot tables
• Selecting your data source
• The fields available to use in pivot tables
• Settings to modify those fields
• Applying to format to sections
• Slicers and timelines
• Creating basic calculated fields 
• Adding and removing subtotals and grand totals
• Including blank lines in your data
• Pivot table formatting

• WHO WILL BENEFIT?

Any office professional who works with large amounts of Excel data.