Learn how to utilize Pivot Tables to manage and analyze the data and go beyond mere sorting and filtering.
Whether you need to build an Excel-based dashboard, perform some serious data analysis, or simply summarize data for a personal project, Pivot Tables are one of the most powerful tools in Excel's data analysis and Business Intelligence (BI) toolkit. 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 to summarize, analyze, interpret, and understand your data which in turn helps you to spot trends and get answers to the important questions on which you base your key business decisions. Pivot Tables have a reputation for being complicated and scary, but by attending this training, you'll be pleasantly surprised at how easy it is to use and create them.
Learning Objectives
- You will be able to identify the steps to create a pivot table.
- You will be able to recognize different ways to summarize data.
- You will be able to identify steps to format and sort the pivot table.
- You will be able to recognize how to represent the pivot table data as a graph or chart.
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Why Lorman?
Over 37 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.
Agenda
Use Cases: Why and When You Should Use a Pivot Table
Your Raw Data - What to Do and Not Do
Create a Simple Pivot Table With a Few Mouse Clicks
Different Ways to Summarize Your Data - Total, Count and Percent
Produce Time-Based Reports (Quarterly, Monthly Etc.)
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
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Credit
More Program Information
Why Lorman?
Over 37 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.
Credits
OnDemand Course
This course was last revised on October 11, 2022.
Call 1-866-352-9540 for further credit information.
- AIPB 1.0
- This program is acceptable for 1.0 CPEC(s) towards the CB designation through the American Institute of Professional Bookkeepers (AIPB).
- ASAP PACE 0.1
- This course is pre-approved through the American Society of Administrative Professionals (ASAP) for 0.1 CEU(s) towards your PACE Recertification.
- IAAP 1.0
- All education that aligns with the CAP Body of Knowledge can be used toward recertification. Lorman Education Services believes this course does align and should be counted toward recertification. Please visit IAAP's certification webpage to review recertification details and requirements. https://www.iaap-hq.org/page/CAP_Recertification. Course Length: 1.0.
This program does NOT qualify, nor meet the National Standard for NASBA accreditation.
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Why Lorman?
Over 37 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.
Faculty
Mike Thomas
theexceltrainer.co.uk
- UK-based IT trainer with a career spanning over 30 years
- Has delivered thousands of courses and produced hundreds of written and video-based tutorials
- Subject matter expert in a range of technologies with a primary focus and passion for Microsoft Office® , especially Excel®, on both the Windows and Mac platforms, and Power BI
- A fellow of The Learning and Performance Institute
- Has worked with, and for many global and UK-based companies, and organizations across a diverse range of industries which includes healthcare, pharmaceutical, and the public sector
- Designs and develops Microsoft Office®-based solutions that automate key business tasks, and processes
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Why Lorman?
Over 37 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.
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