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Excel Tables and PivotTables

½ day


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.


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

Course Content: 


  • 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


  • 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:

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