Excel - Pivot Tables 101: Building a Reporting Tool with Pivot Tables (Part 1)

OVERVIEW

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 summarize, analyze, interpret and understand your data which in turn helps you spot trends and get answers to the important questions on which you base your key business decisions.

Pivot Table in Excel has a reputation for being complicated and scary but by attending this Microsoft Excel training, you’ll be pleasantly surprised at how easy it is to use and create them.

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.

This Excel online training will provide you with a solid foundation that you can use to build your own pivot tables and reports.

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.

AREAS COVERED

• Use cases: Why and when you should use a Pivot Table in Excel
• Your raw data — dos and don’ts
• Create a simple Pivot Table with a few mouse clicks
• Different ways to summarize your data — total, count and percent
• 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

LEARNING OBJECTIVES

• Use Pivot Table in Excel 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 Table in Excel to create monthly summary reports
• Convert a Pivot Table into a chart

WHO WILL BENEFIT

• Accountants
• CPAs
• CFOs
• Financial consultants
• Controllers
• Banking
• Finance
• Insurance
• Education
• Telecom
• I.T
• Marketing
• Sales
• Investments
• Pharmaceutical
• Medical Devices
• FDA
• Aviation
• Energy
• Retail
• Human Resource
• Logistics & Supply Chain
• Accounts
• Audit