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Whether you need to build an Excel-based dashboard, perform some serious data analysis, or simply summarize data for a small project, Pivot Tables are one of the most powerful tools in Excel’s data analysis and Business Intelligence (BI) toolkit. With just a few clicks of the mouse (and no complicated formulas!) you can quickly and easily build the reports, dashboards, and charts that help you to summarize, analyze, interpret, and understand your data which in turn helps you to spot trends and get answers to the important questions on which you base your key business decisions. Pivot Tables have a reputation for being complicated and scary but by attending this training, you’ll be pleasantly surprised at how easy it is to use and create them.


  • Use cases: Why and when you should use a Pivot Table
  • Your raw data - do’s and don’ts
  • Create a simple Pivot Table with a few mouse clicks
  • Different ways to summarize your data - total, count, and percent
  • Produce time-based reports (quarterly, monthly, etc)
  • Apply formatting to a Pivot Table to make it easy to read and understand
  • Display Pivot Table data in alphabetical or numerical order
  • Represent the Pivot Table data as a chart/graph
  • How to update a Pivot Table when the source data changes.

From global enterprises to early-stage startups and small businesses, HR Professionals everywhere use Pivot Tables to summarize and understand their data. Learning how to create Pivot Tables is one of the must-have skills for anyone who needs to use Excel to quickly build reports and summaries. This training will provide you with a solid foundation that you can use to build your own pivot tables and reports.


You should attend this training if you need to use Excel to quickly build reports and summaries or if you simply want to learn how to create Pivot Tables to improve your knowledge of Excel. You don't have to be proficient in the use of Excel to attend. If you can create basic worksheets copy and paste and apply basic formatting to cells, you’ll be able to follow along. The training will be delivered using the latest version of Excel for Windows although much of the functionality is available in earlier versions of Excel.


Mike has worked in the IT training business since 1989 where his expertise and experience covers designing, delivering training courses, writing training materials and recording and editing video-based tutorials. Although he is a subject matter expert in a range of Microsoft technologies and has worked extensively with Mac OSX and Mac-related software since 2006; however, his passion is for all-things-Excel and in 2012 he founded the website theexceltrainer.co.uk

Mike is a Fellow of The Learning and Performance Institute and has worked with and for a large number of global and UK-based companies and organizations across a diverse range of sectors. In addition to training, he designs and develops Microsoft Office-based solutions that automate key business tasks and processes.

 

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