Next Live Training Date:

JHB:9-11 May/ DBN:16-18May

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.

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).

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

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This was by far the most comprehensive and beneficial Excel training I have received while at Pick n Pay.- James H

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...After eleven years we still use the model for financial planning and to provide information to the banks. The key feature is the logical layout which makes it easy to understand and adapt on our own, and the flexibility to combine actual and forecast data...

– Financial Model development- SA Prisons

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....

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...Not only did I learn a lot about Access on this course, but I also gained quite a few useful Excel skills. The fact that Jonny is an accountant meant that he understood the daily challenges with data in a finance role...

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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.

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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.

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