Maximizing Pivot Tables

Maximizing Pivot Tables

Microsoft® Office 2010

Course ID: HLT 50448

Course Length: 1 day

Course Objective:
Increase your proficiency with Excel Pivot Tables.

Target Student:
This course is designed for students who want to increase their knowledge and use of Excel Pivot Tables.

A working knowledge of Excel and how to create formulas.

Delivery Method:
Instructor led, group-paced, classroom-delivery learning model with structured hands-on activities.

Performance-Based Objectives :
Upon successful completion of this course, students will be able to:

  • understand how design a worksheet to become a pivot table
  • use pivot table fields
  • group data and use slicers
  • custom calculations
  • formulas and calculated fields

Course Content

Lesson 1: Make your Data work for You
Topic 1A: Maximize the Power of Pivot Table
Topic 1B: Ask the Questions
Topic 1C: Get the Answers

Lesson 2: A Quick Tour
Topic 2A: Determine What You Need to Know
Topic 2B: The Source is Important
Topic 2C: Ready, Set, Go
Topic 2D: The Pivot Table Layout
Topic 2E: What Goes Where
Topic 2F: Result of Our Pivot Table
Topic 2G: Viewing Our Data Differently

Lesson 3: Manipulating the Pivot Table
Topic 3A: Rearrange the Layout
Topic 3B: What We Get
Topic 3C: Add a New Field
Topic 4D: Remove a Field
Topic 4E: Rename a Field
Topic 4F: Format Numbers
Topic 4G: Refresh Data

Lesson 4: Digging Deeper
Topic 4A: Create a Quarterly Group
Topic 4B: Group Data Manually
Topic 4C: Display Subtotals
Topic 4D: Hide/Display Grand Total
Topic 4E: Format a Pivot Table Report
Topic 4F: Use a Slicer
Topic 4G: Format a Slicer

Lesson 5: Beyond the Basics
Topic 5A: Creating a Second Data Field
Topic 5B: Use Count to Summarize Data
Topic 5C: Display Numerical Data as a Percentage of the Total
Topic 5D: Create a Custom Calculation
Topic 5E: More Functions in Custom Calculation

Lesson 6: More Pivot Table Calculations
Topic 6A: Using Formulas
Topic 6B: Create a Calculated Field
Topic 6C: Create a Calculated Item
Topic 6D: Use Pivot Table Data Outside the Report
Topic 6E: Use GetPivotData Function

Lesson 7: Optional Topics
Topic 7A: Create a Pivot Chart Report
Topic 7B: Publish Pivot Table Reports to the Web
Topic 7C: Use Multiple Ranges as Source Data