Maximizing Pivot Tables: Unleash the Power of Data Analysis
Are you ready to transform your data analysis skills? Dive into the world of ‘pivot tables’ with our engaging course, “Maximizing Pivot Table.” Whether you’re an Information Worker or a data enthusiast, this course equips you with the knowledge and skills to harness the full potential of pivot tables in Microsoft Excel.
Unlock Data Insights
In today’s data-driven world, understanding and utilizing pivot tables is essential. Our course begins by demystifying the benefits of pivot table reports, setting the stage for your journey into data analysis. Discover how to effortlessly convert raw data into meaningful pivot tables and pivot charts, asking the right questions to get the answers you need.
Masterful Manipulation
Dive deeper as you learn to manipulate pivot table layouts, rearrange fields, and refresh data effortlessly. With our interactive approach, you’ll gain hands-on experience in creating custom calculations, using formulas, and adapting pivot tables to your unique needs.
Beyond the Basics
Take your skills to the next level with advanced topics like grouping, subtotals, and grand totals. Format your pivot tables for readability and precision, ensuring your data tells a compelling story. Plus, explore optional topics like creating PivotChart reports and publishing them to the web.
By the end of this “Maximizing Pivot Table” course, you’ll be armed with the ability to turn raw data into actionable insights. Join us on this data-driven journey and empower yourself with the expertise to excel in the world of data analysis. Dive into the world of pivot tables, and let your data work for you!
Course Details
Course Code: 50448; Instructor-led
Audience
This course is intended for Information Workers.
Prerequisites
- Basic working knowledge of Microsoft Office Excel
Methodology
This program will be conducted with interactive lectures, PowerPoint presentations, discussions and practical exercises
Course Objectives
After completing this course, students will be able to:
- Understand the benefits of PivotTable Reports.
- Convert raw data in an Excel worksheet into meaningful PivotTables and Pivot Charts.
- Manipulate the PivotTable layout.
- Use grouping.
- Create custom calculations.
- Use formulas and create formulas outside of a report.
- Create a PivotChart and publish it to a Web site.
Outlines
Module 1: Make Your Data Work for You
This module provides an overview of the benefits of PivotTable reports and how you can create one with ease.
Topics
- Maximize the Power of PivotTable
- Ask the Questions
- Get the Answers
- Review
After completing this module, students will be able to:
- Understand what needs to be done before creating a PivotTable.
- Understand the ways you can use PivotTables to get the type of data you need.
Module 2: A Quick Tour
This module explains how to take raw data in an Excel worksheet and make it more meaningful with PivotTables.
Topics
- Determine What You Need to Know
- The Source is Important
- Ready, Set, Go
- The PivotTable Layout
- What Goes Where
- Result of Our PivotTable
- Viewing Our Data Differently
- Review
After completing this module, students will be able to:
- Prepare an Excel worksheet before using the PivotTable wizard.
- Use the PivotTable and PivotChart wizard.
- Understand the PivotTable layout, and which fields need to be dragged to which area of the layout.
- Perform a simple PivotTable manipulation to change the way data is presented.
Module 3: Manipulating the PivotTable
This module explains how to rearrange the PivotTable layout, work with fields, and refresh data.
Topics
- Rearrange the Layout
- What We Get
- Add a New Field
- Remove a Field
- Add or Remove a Field Using the Wizard
- Rename a Field
- Format Numbers
- Change the Sort Order and Top 10 AutoShow
- Refresh Data
- Review
After completing this module, students will be able to:
- Manipulate fields of a PivotTable to view raw data in different ways.
- Change the format of data in a PivotTable.
- Use the Sort and Top 10 command.
- Update a PivotTable report when the source data changes.
Module 4 – Digging Deeper
This module explains how to use grouping to further summarize PivotTable information, how to work with subtotals and grand totals, and how to format the finished PivotTable.
Topics
- Create a Quarterly Group
- Group Data Manually
- Display Subtotals
- Hide/Display Grand Total
- Format a PivotTable Report
- Review
After completing this module, students will be able to:
- Group and ungroup data.
- Group data manually.
- Create a subtotal field.
- Hide and display grand totals.
- Format a finished PivotTable for readability.
Module 5 – Beyond the Basics
This module explains how to create additional data fields and create and use custom calculations.
Topics
- Creating a Second Data Field
- Use Count to Summarize Data
- Display Numerical Data as a Percentage of the Total
- Create a Custom Calculation
- More Functions in Custom Calculation
- Review
After completing this module, students will be able to:
- Add data fields.
- Use the Count function to get more detailed information about sum totals.
- Display numerical data as a percentage of the total.
- Create custom calculations.
Module 6 – More PivotTable Calculations
This module explains how to create new fields and items using the Calculated Field and Calculated Item formulas, and how to create formulas outside of a report.
Topics
- Using Formulas
- Create a Calculated Field
- Create a Calculated Item
- Use PivotTable Data Outside the Report
- Use the GETPIVOTDATA Function
- Turn Off the GETPIVOTDATA Function
- Review
After completing this module, students will be able to:
- Use formulas to create new fields and items.
- Create and use calculated fields.
Create and use calculated items.
- Use PivotTable data outside the report.
- Use the GETPIVOTDATA function.
Module 7 – Optional Topics
This module explains how to create a PivotChart report and publish it to a Web site, add fields to a PivotTable browser, use a PivotTable list, and use multiple ranges as source data.
Topics
- Create a PivotChart Report
- Publish PivotTable Reports to the Web
- Add Fields to a PivotTable Browser
- Use a PivotTable List
- Use Multiple Ranges as Source Data
- Review
After completing this module, students will be able to:
- Use the PivotTable and PivotChart wizard to create a PivotChart.
- Enhance the look of a PivotChart by using the Vary Colours By Point option.
- Share a PivotChart with colleagues by publishing it to a Web site.
- Describe the difference between a PivotTable and a PivotTable List.
- Use data from different worksheets and ranges.
