Data Management Analytics with Pivot Table (Excel 2016)


Course introduction

The pivot table is one of the most powerful features of Excel, yet few users use them in their day-to-day activities. PivotTable reports are especially well-suited for taking large amounts of data and summarizing it into useful reports.
For some, pivot tables have always been too intimidating and for others, pivot tables are still unknown. With a little instruction and guidance, you will be able to use pivot tables to accomplish routine analysis and reporting that you have never ever thought of.
This course will begin with basic pivot tables and progresses to advanced pivot table topics covering insights into the inner workings of Pivot Tables, enabling analysis and preparation of reports to solve pressing business needs.

Course Benefits

Upon completion of this workshop, participants will be able to;

  • Understand how and when to use pivot tables
  • Automate pivot tables by connecting them to external databases
  • Create basic and advanced Excel pivot tables
  • Create cross tabulations and other associated advanced features
  • Customise fields in a pivot table
  • Format and print your pivot table report
  • Group and perform calculations and its associated advanced options
  • Perform calculations within pivot tables
  • Building and automating business performance dashboards
  • Structure and format your tables of raw data to easily allow for data analysis using pivot tables and pivot charts

Target Audience

Anyone who needs to use Pivot Table Analysis Techniques to more complex data sets. Managers and Executives who have to manage, analyse and prepare reports will find this course most beneficial.

Participants should have a strong grounding in Excel basic to intermediate knowledge, i.e. Navigate around a worksheet, format Cells, Auto Filter, Sorting, Simple Template Creation and Enter Simple Formulas.

Course Outline

Module 1: Database / List Operations

  • Introduction to Excel Databases
  • Using Tables
  • Sorting and Filtering Records
  • Removing Duplicates
  • Database Functions
  • Summarize Data Using Subtotals
Module 2: Importing Data
  • Import Delimited Data
  • Text to Columns Function
  • Managing Data Connections
Module 3: Basics of Pivot Tables
  • Understanding Pivot Tables
  • Building a Pivot Table
  • Pivot Table Formatting
  • Table Layout
  • Field Options
  • Changing Numeric Formats
  • Sort Order
  • Setting Top / Bottom Values
  • Extract Pages and Records
Module 4: Grouping Data
  • Grouping Date / Time Fields
  • Grouping Numbers
  • Manual Grouping
Module 5: Using Slicers
  • Inserting and Using Slicers
  • Formatting Slicers
  • Sharing Slicers
Module 6: Creating Calculations
  • Adding Multiple Summaries
  • Showing Values As
  • Inserting Calculated Fields
  • Inserting Calculated Items
  • Using Get Pivot Data Function
Module 7: Generate Pivot Chart Reports
  • Create Pivot Charts
  • Adding Chart Analysis Tools
Module 8: Multiple Data Ranges
  • Consolidate Multiple Data Ranges
Design of Page Fields
Module 9: Presenting Reports
  • Using Dashboard Techniques

Available Course Sessions

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Trainer Profile

Microsoft Certified Trainer

All of our Associate Trainers offer our high level of service therefore are subject to regular peer assessments and interview prior to joining our Institute. They must all be qualified and have relevant experience to an agreed level and are subjected to continual audit and evaluation. Strict internal assessment is implemented as an integral part of our quality control mechanism.