excel logo

Excel Tables and PivotTables

Duration: 
½ day
Level: 
Intermediate

Objectives: 

By the end of this workshop delegates will have gained an in-depth knowledge and experience of Tables, PivotTables and PivotCharts. The workshop will also look at some supporting tools, such as Conditional Formatting which can help when using PivotTables.

Pre-requisites: 

Delegates should have experience of using Excel to an intermediate level; ideally with knowledge of sorting and filtering data in lists.

Course Content: 

Tables:

  • Why are Tables important when creating a PivotTable?
  • Turning a list into a ‘Table’
  • Creating a ‘total row’
  • Adding records to the Table
  • Sorting by custom list

Creating a PivotTable:

  • Positioning the fields
  • Filtering data
  • Updating the PivotTable
  • Sorting data in a PivotTable
  • Formatting values

Grouping & Calculating in a PivotTable:

  • Grouping by date, value & text
  • Collapsing & expanding groups
  • Changing the calculation method

Calculated Fields & Items:

  • Creating a calculated field
  • Creating a calculated item

PivotCharts

  • Creating a PivotChart from a PivotTable
  • Move to a separate sheet
  • Filtering the PivotChart

Using an External Data Source:

  • Importing data from an Access table
  • Enabling the content & updating the PivotTable
  • Combining data from separate worksheets

Download a Course Outline in PDF Format:

Scroll to Top