Course Length
Three hours
Prerequisites
Excel 2007 Introduction or equivalent experience
Course Description
Participants will learn how to create and use PivotTable reports to quickly summarize and manipulate large amounts of data. After creating PivotTable reports, we will explore PivotCharts – a flexible chart based on the data in a PivotTable.
Course Topics
- Create a blank PivotTable report from an Excel list or table
- Work with the PivotTable Field List window
- Change the view of the PivotTable Field List window
- Add, remove, and rearrange fields in the PivotTable
- Sort data by values and a column or row field in a PivotTable
- Refresh a PivotTable report
- Change the data source
- Move, clear, and delete a PivotTable report
- Change the number format of a data field
- Change the summary function and/or custom calculation for a value field
- Insert, edit, and delete a calculated field
- Insert, edit, and delete a calculated item
- Display or hide subtotals and grand totals
- Change the PivotTable style
- Show or hide the expand and collapse buttons
- Expand or collapse levels of detail in a PivotTable report
- Use report filters in a PivotTable report
- Show report filter pages for a PivotTable
- Filter labels or numbers in a PivotTable
- Display details for a value field on a new worksheet
- Group and ungroup numeric items, dates, or times in a PivotTable
- Create and modify a PivotChart report
- Select data & change the report layout
- Merge and center cells with labels
- Insert or remove blank lines
- Show or hide field headers
- Print sections on separate pages
- Set Print Titles
- Print expand/collapse buttons
- Filter dates or times
- Filter by selection
- Filter labels for top or bottom numbers
- Manually group selected items
- List formulas
- View specifications and limits
- Work with PivotTables in different versions of Excel
What Participants Receive
Each participant receives a guide containing step-by-step instructions and practice exercises.
