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: