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Microsoft Excel

Pivot tables

This course is for Excel users who work with lists of data and would like to be able to manipulate, summarise and produce reports from those lists using pivot tables.

Objectives

Creating a Pivot Table

Create a pivot table

NEW recommended pivot tables

Modify the table layout

Displaying data fields in columns

Changing the summary calculation

Refreshing the table

Creating subsequent tables

 

Pivot Table Options

Naming the table

Layout & format

Totals & filters

Display

Printing

Data

 

Formatting a Pivot Table

Selecting data in a table

Custom field names

Formatting field data & values

Subtotals

Sorting and Filtering a Pivot Table

Sorting data

Moving data (manual sort)

Automatic sorting

Filtering data

Top 10 reports

Showing items with no data

Slicers

NEW timeline tool

 

Grouping

Grouping numeric data

Grouping text fields

Grouping dates

Ungrouping

 

Calculations

Showing values as for built-in calculations

Calculated fields

Calculated items

 

Pivot Charts

Creating a pivot chart

Editing a pivot chart

Formatting a pivot chart

Previous knowledge of Excel is essential however previous experience of working with Pivot Tables is not a prerequisite.

Prerequisities

Content

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