Next Live Training Date:

11-15 Aug 2014 JHB

Pivot Table Training Course

Pivot table trainingThis practical ½  or 1 day Pivot Table training course leads delegates through Excel’s Pivot Table features, explaining its uses with practical examples.

In order to do this course we recommend a skill level of >3 (we offer a free Skills Assessment to make sure you get the correct level of training).

This is a very hands-on, non-intimidating, course – delegates work through various exercises under the supervision, and with the help, of the facilitator to get to grips with the nuances of Excel’s Pivot Table features.

Ask for more details on price and venue by clicking here

Who Should Attend

  • All persons using Excel spreadsheets
  • All persons involved in the construction and use of financial models, including budgets, projections, evaluations, cash flows, projects, etc.
  • All delegates should have a score of above 3 on our Excel Skills Assessment
  • Delegates should be familiar with Microsoft Excel (though not necessarily expert in the use thereof, as any relevant Excel function pertinent to an exercise will be discussed prior to tackling the exercise).

Course Outline

Day 1

Session:

  • Pivot Tables for Excel 2007

    Prefer to learn in your own time. Click here for the Pivot Table for Excel 2007 manual with examples

    How to (quickly) convert non-compliant data into Pivot friendly data

  • Pivot Tables – Step by Step
  • Manipulating the Data Portion of a Pivot Table
  • Manipulating the Rows of a Pivot Table
  • Manipulating the columns in a pivot table
  • Combining rows and columns to create meaningful Pivots
  • Report Filter
  • Grouping Data in the rows and columns
    • Manual
    • Dates
    • Numbers
  • Simple Pivot Charting
  • Creating Calculated Fields within a pivot table
  • Creating Calculated Item within a pivot table
  • GETPIVOTDATA function
  • Multiple Consolidation ranges in Pivot Tables
  • Conditional Formatting on Pivot Tables (Excel 2007 and higher)
  • Linking to an external database via Pivot Tables

Pre Requisite (s)

Excel knowledge required:

  1. Basic Excel skills
  • Opening & closing files
  • Moving around the spreadsheet
  • Inserting & deleting rows and columns
  • Inserting text & formulas
  • Deleting cells
  • Copying formulas
  • Printing
  1. Basic formulas (+-*/) e.g. =C5+C7+sum(C9:C12), and =D5*D6/12 3. Formatting
  2. Formatting

Next Course Dates for 2014

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Practical examples of how the various tools & functions can be used in different contexts make it quite easy to grasp the concepts and see the benefits of using these functions. The course is very practical and allows you to engage with the various exercises, make mistakes and learn....

– Corporate financial modelling in excel Feedback

Based on a recent course run for Hannover Re entitled "Excel with access databases", we received the following feedback from Quintin

– Excel with access- Hannover Re

...A key feature was their ability to understand the problem first time and work on the correct solution. These timely responses enabled us to make decisions quickly...

– Rental investment spreadsheets- JHC

...AuditExcel are professional, technically competent and provide solution suited to individual business needs. We are still using the reports and the budget tool they designed and have since been able to enhance the reports ourselves

– Spreadsheet budget app- BDO Auditors

... I have always found them to be very adaptable to the various clients we send them to and they are able to solve the most complex of modelling problems...

– Investment property spreadsheets- Old Mutual

....As an example, the training in VLOOKUP had applicability in differing ways for each employee and they learned then and there how to use it in their own work. They left the training with clear expectations on improvement in their areas of responsibility...

– Benefits of inhouse training- Health and Accident Underwriting Managers

I can testify that since I have been trained by you online, I really improved my Excel knowledge. But as you know, I am not living in South Africa but I am in Democratic Republic of Congo.

Please let me know if you have an online version of this session and I will be part of it.

– Congo

Adrian was really good. He explained everything really professionally- Bookkeeper.
It dealt with my daily challenges at work- IS Management Accountant.
There was nothing I did not like about the workshop. Adrian was fantastic- Accountant.

– Excel Testimonials

It was most interesting and filled with very useful and relevant tricks and tools that one can start to use immediately. The course was well constructed with a logical flow to be able to reference information easily in the take home materials, with exercises covering many different scenarios.

– Hyatt Hotels

“Data accuracy and consistency has improved dramatically across Absa Capital, so much so that it has become compulsory within certain areas for all staff to complete Adrian’s Data Analyses Spreadsheet Techniques course.”

– Absa Capital

The remarkable thing about Adrian's presentation is his ability to further change and adapt the focus of the course as issues arose. He was also able to keep the more skilled delegates challenged...

– Alexander Proudfoot Consultants

I actually told Gavin this morning that I want to send you an e-mail. It was excellent. I have personally asked most of the people who were there what they thought about it, and everybody was really positive and confirmed that they learned a lot.

– Melco Conveyor Equipment (Pty) Ltd

"Adrian and Team. Recently we had a most successful in-house training session at our company. I would like to extend my thanks and gratitude towards De Wet, who hosted the Excel Advanced course.

– Gill Robbetze Lonmin

"The best Excel course I've ever attended. Thanks!"- F. Swanepoel Sun International

– F. Swanepoel – Sun International

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