MS Excel: Building a Reporting Tool with Pivot Tables

On-Demand Schedule Thu, May 28, 2020 - Thu, June 04, 2020
Duration 90 Mins
Level Basic & Intermediate & Advanced
Webinar ID IQW19F0667

  • Use cases: Why and when you should use a Pivot Table
  • Your raw data - do’s and don’ts 
  • Create a simple Pivot Table with a few mouse clicks
  • Different ways to summarize your data - total, count and per cent
  • Use Pivot Tables to produce a "month-on-month difference report"
  • Use Pivot Tables to produce "running total (Year-to-Date) report"
  • Apply formatting to a Pivot Table to make it easy to read and understand
  • Display Pivot Table data in alphabetical or numerical order
  • Represent the Pivot Table data as a chart/graph
  • How to update a Pivot Table when the source data changes
  • Use Pivot Tables to produce time-based reports (quarterly, monthly etc)
  • Using Slicers to Slice, Dice and Filter your data

Overview of the webinar

Pivot Tables are one of the most powerful tools in Excel’s data analysis and Business Intelligence (BI) armory.

With just a few clicks of the mouse (and no complicated formulas!) you can quickly and easily build the reports, dashboards and charts that help you to summarize, analyze, interpret and understand your data which in turn helps you to spot trends and get answers to the important questions on which you base your key business decisions.

This training takes you from "Pivot Table Zero to Pivot Table Hero" in 90 minutes, covering the most important features that you need to know about. The learning Objectives are:

 

  • Use Pivot Tables to turn raw data into meaningful and insightful reports
  • Structure your raw data in the right way
  • Design and format your Pivot Table reports so that they are easy to read and understand
  • Summarize your data in different ways including totals, counts and percentages
  • Use Pivot Tables to create monthly summary reports
  • Convert a Pivot Table into a chart
  • Use Slicers to create interactive Pivot Table reports

 

Who should attend?

You should attend this training if you need to use Excel to quickly build reports and summaries or if you simply want to learn how to create Pivot Tables to improve your knowledge of Excel.

You don't have to be proficient in the use of Excel to attend. If you can create basic worksheets and can copy and paste and apply basic formatting to cells, you’ll be able to follow along.

The training will be delivered using the latest version of Excel for Windows although much of the functionality is available in earlier versions of Excel.

 

Why should you attend?

From global enterprises to early-stage startups and small businesses, people everywhere use Pivot Tables to see and understand their data. Learning how to create Pivot Tables is one of the must-have skills for anyone who needs to use Excel to quickly build reports and summaries.

Faculty - Mr. Mike Thomas

Mike Thomas has worked in the IT training business since 1989. He is a subject matter expert in a range of technologies including Microsoft Office and Apple Mac. In 2012 Mike founded theexceltrainer.co.uk where he has produced nearly 200 written and video-based Excel tutorials. He has recorded several Excel training courses for pluralsight.com and in his career delivered hundreds of courses and webinars on a wide variety of technology-related topics.
Mike is a Fellow of The Learning and Performance Institute and has worked with and for a large number of global and UK-based companies and organizations across a diverse range of sectors. In addition to training, he also designs and develops Microsoft Office-based solutions that automate key business tasks and processes.

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