Introduction to Microsoft Excel 2007/2010 Pivot Tables
| Duration: | ½ day (3½—4 hours) |
| Prerequisite: | Basic knowledge of Excel including knowing how to perform basic tasks such as creating worksheets, selecting ranges, and managing files. |
| Course Materials: | Course manual with CD containing exercises |
| Prices: | $110 for 1 student (one-on-one training) $95 each for 2 to 3 students $85 each for 4 to 6 students $85 for the first 6 students, $75 for each additional student |
| Description: | A PivotTable is one of Excel's most popular and most powerful tools. PivotTables allow you to quickly and easily "pivot" data to view them in different ways. In this class, you will learn to create and use PivotTables. Once you create a PivotTable, you will learn to format it, filter it, and group data from its data source. |
Understanding PivotTables and Charts
- Understanding How PivotTables Work
- Working with PivotTables
- Creating a PivotTable Report
- Creating a PivotTable Report with Multiple Columns
- Using the PivotTable and PivotChart Wizard
- Creating a PivotChart
Understanding Data Sources for PivotTables
- Using Excel Data from the Same Workbook
- Using Excel Data from Another Workbook
- Using Data from Other Sources
- Using Data from an Existing Data Connection
- Creating a PivotTable Report from Data in an Access Database
- Using Other External Data Sources
- Using Multiple Consolidation Ranges
- Letting Excel Create a Single-Page (Report Filter) Field
- Creating Your Own Page (Report Filter) Fields
- Creating a Single-Page Field PivotTable Report from Multiple Consolidation Ranges
- Creating a Multiple Page-Field PivotTable Report from Multiple Consolidation Ranges
- Basing a PivotTable on Another PivotTable Report
Using PivotTable Tools and Formatting
- Understanding the PivotTable Field List
- Using the Field List
- Setting Field List Options
- Using Classic PivotTable Layout
- Using the PivotTable Ribbons
- Setting PivotTable Options
- Formatting PivotTables
- Applying Formatting to a PivotTable Report
Working with PivotTable Components
- Using Report Areas
- Using the Row Labels Area
- Using Multiple Row Fields
- Using the Column Labels Area
- Creating a PivotTable with Two Column Fields and Two Row Fields
- Filtering and Sorting a PivotTable on Row and Column Fields
- Using the Value Area
- Using Multiple Value Fields
- Using the Report Filter Area
- Creating a PivotTable with Three Report Filter Fields
- Working with Field Settings
- Understanding Settings for Value Fields
- Using Different Summary Functions
- Working with Settings for Row and Column Fields
- Working with Settings for Report Filter Fields
- Using Value and Label Filters
- Using a Value Filter and Custom Sort
More About PivotTable Components
- Working with Calculated Fields and Items
- Creating and Using a Calculated Field
- Working with Calculated Items
- Creating and Using a Calculated Item
- Showing and Hiding Detail
- Grouping PivotTable Items
- Grouping Dates
- Grouping Category Data