Productivity and Soft Skills

How to Create & Leverage Pivot Tables in Microsoft Excel (CPE71)


Description
Objective: This short course explains what pivot tables are and the benefits of using them and then dives into how to create them, modify them and produce detailed information with little to no effort.

Pivot tables are an amazing way of taking large data sets, such as client data, customer sales, staff information or stock type data and analyzing it in a way that is meaningful. This makes it easy to interpret what is happening and make decisions with confidence and ease.

Mention Pivot tables to those not so comfortable with Excel, and eyes glaze over. Establish knowledge of what pivot tables are and how to leverage them to produce professional reports in Excel without the need for complicated formulas or functions. This is a serious time saver!

Jump onboard and learn how to analyse large data sets. Great for those wanting to minimise the need for complex formulas or just make their data analysis less stressful!

What you will learn in this course :

- What a pivot table is and the benefits of using them.
- 3 Different methods to create simple pivot tables
- How to arrange, format and update pivot tables
- The simple way to easily add additional elements to your pivot tables
- How to leverage pivot tables to generate a variety of reports
- How to dissect data with slicers and timelines
- How to insert a second pivot table.

User-friendly, and jargon-free, this course is a MUST for anyone working with large amounts of data who ware aiming to make sense of data without the need for complex or complicated formulas or functions.

Accreditation: Approved CPE Details/Format: Online Outcome/Learning: Master the basics and more advanced feat... Type: Structured Evidence of Completi...: Certificate CPE Hours: 1

Content
  • Before You Start
  • Course Overview
  • Download this reference booklet before you start
  • Download a Sample File
  • Pivot Table Overview
  • Pivot Table Overview
  • What is a Pivot Table?
  • Why Use a Pivot Table?
  • What should data look like before creating a Pivot Table?
  • How to Create a Pivot Table
  • How to Create a Pivot Table Overview
  • Option 1 - Recommended Pivot Tables
  • Option 2 - Format as a Table and Use Summarize as a Pivot Table
  • Option 3 - Insert a Pivot Table via the Menu
  • Option 4 - Format Data as Table & Use Analyze Data for Pivot Table
  • Excel 365 - Benefits of Using FAT
  • How to Arrange & Edit a Pivot Table
  • How to Arrange & Edit a Pivot Table Overview
  • Excel 365 - How to Remove, Relocate and Add Fields in a Pivot Table
  • Excel 365 - How to Add a Comparison Field to a Pivot Table
  • Excel 365 - Hiding Zero Values in a Pivot Table
  • Excel 365 - How to Change the Formatting of a Pivot Table
  • Adding Advanced Elements to a Pivot Table
  • Adding Advanced Elements to a Pivot Table Overview
  • Excel 365 - How to Add Data Bars to a Pivot Table
  • Excel 365 - How to Group Items in a Pivot Table
  • Leveraging Pivot Tables to Create Reports
  • Leveraging Pivot Tables To Create Reports Overview
  • Excel 365 - Detailed Pivot Table Reports
  • Excel 365 - Creating Filter Reports from a Pivot Table
  • Excel 365 - How to Add a Pivot Chart
  • How to add and use Slicers & Timelines
  • What are Slicers & Timelines?
  • Excel 365 - Slicers
  • Excel 365 - Timelines
  • Adding a Second Pivot Table
  • Adding a Second Pivot Table - Overview
  • Excel 365 - How to Add a Second Pivot Table and Connect Slicers
Completion rules
  • All units must be completed
  • Leads to a certificate with a duration: Forever