Course length: 1/2-day
Course Overview
Pivot Tables are used to analyze, explore, and present large amounts of data that can be summarized by counts, sums, and averages. Pivot Tables are used to see comparisons, patterns, and trends in data. This course will lead you through the basics of creating Pivot Tables to summarizing the data. Calculating fields and items allows users to gain further insights into their data. With the addition of Pivot Charts, Slicers, and Timelines, users will be able to explore their data interactively.
Prerequisites
Excel Level 1 or equivalent knowledge
Excel Level 2 or equivalent knowledge
Outline
Introduction to Pivot Tables
- Inserting Pivot Tables
- Adding Data
Value Field Settings
- Summarize Values By
- Show Values As
- Number Formatting
Field, Items & Sets
- Calculated Fields
- Calculated Items
Sorting and Filtering Data
- Basic Filters and Sorts
- Text Filters
- Value Filters
- Report Filter Pages
- Slicers and Timelines
Pivot Charts
Grouping Items
- Grouping Selections
- Grouping Fields
Formatting Reports
- Subtotals and Grand Totals
- Report Layouts