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Excel Advanced Pivot Tables & Reporting Tools A
(
0.5 days
)
You keep getting massive data dumps and need to extract meaningful metrics from them. You're tired of manipulating data for hours on end, by hand, and you wonder if there isn't a better way? There is. With Excel PivotTables, PivotCharts, and other reporting tools, you can significantly cut-down the amount of time you spend on number crunching and reduce errors in the process. This results in less stress, greater accuracy, and more efficient use of time and money. But this is not just an introduction to PivotTables. We're going to get down to the nitty-gritty, in-depth detail that is lacking in many Excel courses. We will go behind the scenes to discover how to format your data correctly for PivotTables, and what pitfalls to avoid. You'll discover how to create calculations and take advantage of new layout and formatting options. You'll find out how to successfully share PivotTables with previous versions of Excel, and what precautions to take to ensure all your data transfers correctly. This course is loaded to the gills with tips, tricks, insider information, and will give you all the tools to take your data analysis efforts to the next level. What is your time worth? Take this class to benefit from Excel's massive reporting capabilities and move to a higher level of productivity. The A section focuses solely on Pivot Tables. The B section will focus on complimentary tools to assist you with reporting on large data sets.
Performance-Based Objectives
Discover out how to organize your spreadsheets correctly for use with PivotTables and PivotCharts
Create PivotTables and PivotCharts and reconfigure data multiple ways
Learn advanced tools for working with PivotTables, including Grouping, Sorting, and Filtering
Create Calculated Fields and Calculated Items and discover the one thing never to do with formulas
Course Outline*
Module 1: Overview of PivotTables
What is a Pivot Table
When to use Pivot Tables vs Subtotals
The Pivot Table Cache
Data Refreshing
Module 5: Pivot Table Calculations
Why calculate in Pivot Tables
Using Running Totals, % Of, Difference From, and other automatic calculations
The difference between Calculated Fields and Calculated Items
Create, modify and delete calculated fields
Module 2: Creating Pivot Tables
Preparing your data for a Pivot Table
he most important question to ask before creating a Pivot Table
Overview of the Pivot Table Field List
Fields vs. Value Fields
Adding Multiple Value Fields for complex reporting
Module 6: Creating PivotCharts
Create a PivotChart
Modify a PivotChart
Format & Print a PivotChart
Module 3: Effective Pivot Table Formatting
Replace blank values with zeros
Display Pivot Tables in Compact, Outline, and Tabular Layouts
Format numbers and dates
Using Pivot Table Styles and Themes
Modifying Pivot Table Styles
Adding or Removing Totals and Subtotals
Module 7: Pivot Table Dashboards
Preparing the Pivot Tables
Creating Slicers & PivotCharts
Creating the Dashboard
Adding Pivot Table Connections to Slicers
Formatting the Dashboard
Module 4: Sorting, Grouping & Filtering in Pivot Tables
Manual and automatic sorting options
Understanding the new Number and Date grouping functions
Date Grouping Pitfalls
Using the Report Filter feature
Filtering Data Effectively
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*Note: webinar courses cover only essential topics due to time constraints. Please discuss topics with your instructor prior to webinars to ensure your necessary topics are covered.
Dates Offered
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Tuition
Live, In-Person:
$197.00
Live, Webinar:
$118.20
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