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Although Excel has many tools, like sorting and filtering, to manage large lists of data, if you need to analyze all that data and do it fast, there’s no better feature than a PivotTable. You can quickly create a compact summary report (based on tons of data) without needing to write complex formulas or rely on lengthy command sequences.
A PivotTable is perhaps Excel’s best analytical tool and in addition to its speed, you get amazing flexibility that lets you quickly change the data interrelationships you’re viewing. A PivotTable is a visually-oriented feature based on displaying fields in different locations and you’ll be amazed to see how, in very little time, you can create a complete summary report based on tons of data and you won’t need to write complex formulas and rely on obscure techniques.
Key Learning Objectives of your Topic :
You will learn the best ways to create PivotTables and Pivot Charts, including these capabilities:
• comparing two or more fields in a variety of layout styles
• sorting and filtering results
• performing ad-hoc grouping of information
• using Slicers instead of filters to identify which field elements are being displayed
• drilling down to see the details behind the summary
• categorizing date/time data in multiple levels
• creating a Pivot Chart that is in sync with a PivotTable
• adding calculated fields to perform additional analysis
• hiding and revealing detail and summary information with a simple click
• dealing with dynamic source data and the “refresh” concept
• creating a PivotTable based on data from multiple worksheets
The Areas you will be touching during the Session:
• Pre-requisites for source data – preparing data so that it can be analyzed by PivotTables
• Creating PivotTables with just a few steps, including the a new Recommended PivotTables option introduced in Excel 2013
• Manipulating the appearance of a PivotTable via dragging and command techniques
• Using Slicers to accentuate fields currently being shown (and which ones are not)
• Using the new (in Excel 2013) Timeline feature
• Creating ad hoc and date-based groupings within a PivotTable
• Exploring the best techniques for updating PivotTables
Who will benefit:
If you are familiar with many of Excel’s features, but have little or no experience with using PivotTables, you are a good candidate for this course. Also, those users familiar with PivotTables but new to Excel 2013 will also benefit from this session. Although widely used with financial data, you can create a PivotTable based on a variety of source data – the feature is potentially valuable to nearly all Excel users.
- Anyone who is interested in improving excel skills
Instructor Profile :
Dennis Taylor has taught thousands of Excel seminars and classes since the early 90’s, is the author/presenter of over 600 Excel webinars, and authored or co-authored six books on spreadsheet software. He has taught hundreds of public Excel seminars in the US and Canada since 2006 and has recorded over 100 Excel courses both for online and DVD distribution.