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.

Is this the correct course for your needs? Use this quick ‘Which Excel Course should I do‘ questionnaire to establish which course is correct for you.

In order to do this course we also 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.

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

Feedback & 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).

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