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Pivot Table in Excel Training - TED Learning

Introduction

This course is for anyone who wants to learn how to use Excel pivot tablesmore efficiently and effectively plus experienced Excel users who have already use or want to use pivot tables for data analysis. Students will also learn how to produce and automate summary reports from large blocks of data in a matter of seconds.

Prerequisites

To ensure your success, we recommend that you have a good basic working knowledge of Excel. Students can obtain this level of skill through our Excel Foundation, Intermediate and Advance courses.

Course Objectives

At the end of this course, participants should be able to:

  1. Define pivot table
  2. Create and work with pivot table
  3. Manipulate pivot table and its data
  4. Slice-and-dice data with pivot table on Excel 2010
  5. Perform calculations on pivot table’s data
  6. Use pivot table with external data
  7. Use pivot chart

Course Outline

DAY 1

MODULE 1: INTRODUCTION TO PIVOT TABLE

  1. What is a PivotTable
  2. Identify the Source
  3. Creating the Pivot Table
  4. Working with Pivot Table Layout

MODULE 2: MANIPULATING THE PIVOTTABLE

  1. Rearranging the Layout
  2. Adding New Field
  3. Renaming a Field
  4. Formatting Numbers
  5. Changing Sorting Order
  6. Showing Top 10
  7. Refreshing Data

MODULE 3: ADVANCE OPTIONS

  1. Grouping Items
  2. Displaying Subtotals
  3. Hiding/Showing Grand Totals
  4. Formatting PivotTable
  5. Using Slicer (Only for 2010)
  6. Formatting Slicer (Only for 2010)

MODULE 4: PIVOT TABLE CALCULATIONS

  1. Using Formulas
  2. Create a Calculated Field
  3. Create a Calculated Item
  4. Use the GETPIVOTDATA Function
  5. Turn Off the GETPIVOTDATA Function

MODULE 5: WORKING WITH EXTERNAL DATA

  1. Creating a Pivot Table Based on External Data
  2. Create a Pivot Table Consolidated from multiple worksheets
  3. Page fields in consolidation
  4. A single page field
  5. Multiple page fields

MODULE 6: PIVOT CHART

  1. Creating PivotChart
  2. Edit and Format Pivot Chart
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