Building a Reporting Tool with Pivot Tables in Excel

On Demand Webinar

Webinar Details $219

  • Webinar Length: 100 Minutes
  • Guest Speaker:   Mike Thomas
  • Topic:   Business Administration, Finance, Human Resources, Software, Taxation and Accounting
  • Credit:   ATAOP 1.5, CPE 2.0

All Access Membership

Pivot Tables are one of the most powerful tools in Excel’s data analysis and Business Intelligence (BI) armoury. With just a few clicks of the mouse (and no complicated formulas!) you can quickly and easily build reports and charts that summarise and analyse large amounts of raw data and help you to spot trends and get answers to the important questions on which you base your key business decisions.

In this session, you'll learn how to create a pivot table report in just 6 clicks! You'll learn how change the layout and appearance of the report to make it inviting to read. You'll learn how to display data in different ways, for example, sales grouped by month or top 10 customers. You'll learn how to create Slicers which are the new visual way to filter a pivot table. Finally, you'll learn how to display the pivot table data as a chart/graph.

Topics covered

  • What is a pivot table – a few examples of pivot tables
  • Creating a simple pivot table in 6 clicks
  • Sum, count and percent – how to change what is displayed
  • Making a pivot table report eye-catchingly appealing
  • Changing the layout of a pivot table
  • Displaying the data in a pivot table in alphabetical or numerical order
  • Using filters to display specific items in a pivot table
  • Grouping the data by month, year or quarter in a pivot table
  • Representing the pivot table data as a chart/graph
  • Best practices for updating a pivot table when the source data changes
  • Calculating month-on-month difference
  • Calculating a running/cumulative total
  • Displaying a unique count
  • Using formulas to create additional calculated items
  • Slicers – the new visual way to filter a pivot table
  1. Introduction
  2. Basics Demo File 00:02:37
  3. Row Headings 00:04:20
  4. Column Headings 00:12:51
  5. Column and Row Headings 00:25:43
  6. How to Default to SUM 00:34:48
  7. Filtering 00:46:27
  8. Drilling Down 00:58:10
  9. Slicers and Timeline Demo File 01:02:05
  10. Refreshing - Data Source File - Fixed Range 01:19:49
  11. Macros Review 01:37:03
  12. Speaker Contact Information 01:40:45
  13. Presentation Closing 01:41:18
  • Column 00:10:13, 00:13:36
  • Column Headings 00:12:51
  • Drill Down 00:58:10
  • Filter 00:47:27
  • Format 00:11:55, 00:28:59
  • Formula 00:05:42
  • Macro 01:15:59
  • Pivot Tables 00:02:34, 00:06:55, 00:21:47
  • Power Pivot 00:44:32
  • Ribbon 00:05:04
  • Row 00:10:00, 00:13:32
  • Row Headings 00:04:20
  • Slicers 01:02:12
  • Worksheet 00:08:09

ATAOP Credit

Aurora Training Advantage is offering continuing education points designed to recognize dedication to training and excellence in operations.

CPE Credit

Continuing Professional Education

Aurora Training Advantage is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

For more information regarding administrative policies such as complaint and refund, and cancellation please contact our offices at 407-542-4317 or training@auroratrainingadvantage.com.

You must answer all questions during the webinar, view the recording completely and pass the test at the end with 70% correct answers to receive CPE credit.

Guest Speaker

  • Mike Thomas

    Mike Thomas

    Mike Thomas has worked in the IT training business for 26 years. His expertise and experience covers designing and delivering training courses, creating written training materials (Quick Reference Guides and step-by-step tutorials), recording and editing video-based tutorials and providing support t [...]

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