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Making Head or Tail of Pivot Tables

Microsoft Office Suite

Making Head or Tail of Pivot Tables

Description

One Day Workshop

One of the most powerful features in the Excel package, PivotTables are widely recognised for their applications – but very rarely is their full functionality ever harnessed. In fact, current estimates show that as few as 12% of Excel users ever utilise Pivot Tables – with only a handful of that 12% harnessing the full range of functionality available to them.

PivotTable power has increased and if you do any of these, you can do it better and faster and with PivotTables.  PivotTables are the answer to get the reports you want

  • Analyse data to identify trends
  • Detailed reporting and analysis

This one-day workshop, not only covers all the best functionality of PivotTables, but also provides you with meaningful, practical solutions to day-to-day problems - and discover how to:

Understanding PivotTables and Charts

                Understanding How PivotTables Work

                Working with PivotTables

                Creating a PivotTable Report

                Creating a PivotTable Report with Multiple Columns

                Creating a PivotChart

Understanding Data Sources for PivotTables

                Using Excel Data from the Same Workbook

                Using Excel Data from another Workbook

                Using Data from Databases

                Queries

                OLAP Cubes

                Creating a PivotTable Report from Data in an Access Database

                Using Other External Data Sources

Using PivotTable Tools and Formatting

                Using the Layout Dialog Box in the PivotTable and PivotChart Wizard

                Understanding the PivotTable Toolbar

                Customizing the PivotTable Toolbar

                Using the PivotTable Menu

                Setting PivotTable Options

                Format Options

                Data Options

                Formatting PivotTables

                Autoformatting a PivotTable

                Changing the Number Format

                Changing Other Formats

                Applying Formatting to a PivotTable Report

Working with PivotTable Components

                Using Drop Areas

                Using the Column Drop Area

                Using the Data Drop Area

                Using the Page Drop Area

                Using Settings for Data Fields

                Using Different Summary Functions

                Sort Options

Detailed Workshop Outline

Introduction to Excel         

  • The Excel Window Components      

Constructing a Pivot Table

  • Constructing a Pivot Table Using the Wizard 
  • Show and Hide the Field list              
  • Show the PivotTable toolbar             
  • Add Fields to the Row or Column Area
  • Work with Page fields        
  • Remove Fields from the pivot table
  • Using Range Names to Define the Data Area 
  • Pivot the fields on a Pivot Table       
  • Drilling down into the data

Pivot Table Formatting      

  • Selection Techniques in the Pivot Table
  • Retaining Formatting          
  • Applying AutoFormat         
  • Changing Number Formats
  • More Formatting Changes 
  • Pivot Table Options and Settings    
  • Add Buttons to the PivotTable Toolbar
  • Inner and Outer Rows and Columns
  • Showing and Hiding Details               
  • Grouping Fields   
  • PivotTable Options             
  • Data Field Settings              
  • Row Field Settings               
  • Row Layout Settings           
  • Page Field Settings              
  • Advanced Settings for Row, Columns and Page Fields 
  • Data Field Advanced Summarizing Options    

 Pivot Table Custom Calculations     

  • Calculated fields  
  • Calculated Items  

Using External Data            

  • Data from another Workbook          
  • External Data Sources        
  • Multiple Ranges

Consolidating Exercise and Keyboard shortcuts

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On-Site Workshops

  • All workshops are offered in-house at your offices to a minimum of 5 delegates
  • You provide the venue and refreshments, Front Foot supply all the workshop material – including laptops for computer-based training sessions

 Remote Workshops

  • All workshops are offered remotely to a minimum of 5 delegates
  • Front Foot supply all the electronic workshop material

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Workshop Dates