Excel PivotTables: Data Summarization and Analysis

A PivotTable is Excel's most powerful data summarization tool. In this three-hour session for Windows and Mac users, you will learn what kinds of data works best for PivotTables and how to prepare your data. You will create PivotTables based on various data sources, summarize data by multiple categories using sum, average and count, format the PivotTable, rearrange columns and rows, apply filters, slicers and grouping (both manual and automatic). You will apply built-in calculations like Show as % of Grand Total, as well as create custom calculated fields. You will also create PivotCharts and refresh a PivotTable if its source data changes.

Prerequisites

This class is suited for people who have taken our Excel Beginning or Intermediate Excel classes or have been using Excel (any version) for a year or more and want to learn how to use PivotTables.

Outline

Preparing Data and Creating PivotTables

• prepare data to use in PivotTables
• create a PivotTable from a local data source

Analyzing data using PivotTables

• summarize PivotTable data
• organize PivotTable data
• filter PivotTable data
• format a PivotTable
• refresh a PivotTable if its data is changed

Working with PivotTable options

• PivotTable report layout options
• setting PivotTable options
• grouping and calculating
• creating calculated fields and items

Creating PivotCharts

• create a PivotChart
• manipulate PivotChart data
• format a PivotChart