Live Webinar
Webinar Details $219
- Webinar Date: January 29, 2025
- Webinar Time: 12:00pm - 1:40pm EST live
- Webinar Length: 100 Minutes
- Guest Speaker: Mike Thomas
- Topic: Business Administration, Finance, Human Resources, Software, Taxation and Accounting, Purchasing
- Credit: ATATX 1.5, ATAAA 1.5, ATAOP 1.5, ATAPU 1.5, CPE 2.0
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Unlock the power of Excel's data analysis and Business Intelligence (BI) toolkit with Pivot Tables. Whether you're aiming to construct dynamic dashboards, conduct in-depth data analysis, or streamline data summaries for personal or business purposes, Pivot Tables are your key to success.
In just a few clicks, without the need for complex formulas, you can effortlessly generate insightful reports, dynamic dashboards, and informative charts. These tools empower you to summarize, analyze, interpret, and gain a deeper understanding of your data, enabling you to uncover trends and derive answers to critical questions that drive your key business decisions.
Despite their reputation for complexity, Pivot Tables are surprisingly accessible and user-friendly. Join our training session to demystify their usage and learn how to create them effectively.
Your Benefits For Attending- Harness the full potential of Pivot Tables to transform raw data into meaningful and enlightening reports and summaries.
- Learn the optimal data structuring techniques to maximize the effectiveness of Pivot Tables.
- Master the art of designing and formatting Pivot Table reports for clarity and comprehension.
- Explore diverse data summarization methods, including totals, counts, and percentages.
- Convert Pivot Tables into visually engaging charts.
Pivot Tables are indispensable tools for professionals across a spectrum of industries, from global enterprises to burgeoning startups and small businesses.
Acquiring the skill of creating Pivot Tables is a must for anyone seeking to leverage Excel for rapid report and summary development. This training will equip you with a strong foundation to build your own Pivot Tables and reports.
Topics Covered- Use cases: Identifying scenarios where Pivot Tables shine
- Raw data best practices: What to do and what to avoid
- Create Pivot Tables effortlessly with a few simple clicks
- Data summarization techniques: Totals, counts, and percentages
- Apply formatting for enhanced readability and comprehension
- Arrange Pivot Table data alphabetically or numerically
- Visualize Pivot Table data through charts and graphs
- Managing updates when source data changes
- Using Slicers to Slice, Dice and Filter your data
- GETPIVOTDATA – What is it, when to use it and when to avoid it
This training is suitable for individuals who want to harness the power of Pivot Tables in Excel, whether you aim to swiftly create reports and summaries or simply enhance your Excel proficiency.
You don't need advanced Excel skills to participate; if you can create basic worksheets, copy and paste, and apply fundamental formatting to cells, you'll be able to follow along.
The training will be conducted using the latest version of Excel for Windows, although much of the functionality is applicable to earlier Excel versions.
- Introduction
- Pivot Tables Main File 00:02:30
- Summary Tables 00:03:40
- How To Create A Pivot Table 00:07:38
- Pivot 1 Sheet - Building A Pivot Table 00:12:57
- Headings 00:15:57
- The Difference Between A Pivot Table A Spreadsheet 00:17:31
- SUM And COUNT 00:19:13
- Total Revenue/Total Cost 00:24:23
- SUM/AVERAGE 00:27:16
- Deleting A Pivot Table 00:28:26
- Changing How The Pivot Table Looks 00:28:45
- Pivot Tables And Deleting Source Data/Attachments 00:32:03
- Preventing Access 00:35:11
- Updating Profit Formats 00:36:20
- Inserting A Percentage 00:36:50
- SUM Of Profit 00:40:36
- Point of Pivot Tables 00:46:16
- Editing Source Data 00:49:01
- Building The Pivot Table 00:50:08
- Cleaning Up The Pivot Table 00:51:35
- Updating Pivot Tables 00:54:46
- Column Widths 00:56:35
- Sorting 01:01:51
- Filtering Data 01:04:33
- Filtering More Than One Flavor 01:19:59
- Adding Rows 01:22:46
- Converting Data Into A Table 01:27:31
- Charts 01:31:43
- Slicers 01:35:58
- Speaker Contact Information 01:42:00
- Presentation Closing 01:42:30
- Analyze 00:25:33, 00:35:38, 01:25:28
- AVERAGE 00:27:18
- Cell 00:08:32, 00:11:46, 00:20:42, 00:30:07, 00:32:29
- Chart 00:03:55, 00:07:11, 01:31:43
- Column 00:08:08, 00:12:45, 00:22:51, 00:24:33, 00:28:11, 00:38:01, 00:51:31, 00:56:36, 01:12:25, 01:32:57
- Column Headings 00:14:19, 00:30:14, 01:33:49
- COUNT 00:23:09
- Data Model 01:38:18
- Filter 00:07:04, 00:12:43, 00:44:05, 01:04:33
- Formula 00:04:04, 00:14:59, 00:18:06, 00:41:37, 01:21:27
- Formula Bar 00:18:25
- Pivot Chart 01:33:34
- Pivot Table 00:01:21, 00:03:09, 00:04:31, 00:08:30, 00:11:32, 00:12:57, 00:17:34, 00:19:42, 00:32:33, 00:38:45, 00:50:27, 00:57:53, 01:11:16, 01:15:19, 01:23:28, 01:30:04
- Power Pivot 01:35:23
- Refresh 00:54:54, 01:25:25, 01:29:55
- Row 00:03:19, 00:13:54, 00:33:00, 01:22:46, 01:26:05
- Row Headings 00:08:06, 00:14:30
- Slicer 01:36:12
- SORT 00:07:00
- Spreadsheet 00:17:35, 00:18:17
- SUM 00:17:57, 00:27:16
- Table 01:28:42
AVERAGE : Returns the average (arithmetic mean) of the arguments.
Analyze: The ANALYZE tab has several commands that will enable you to explore the data in the PivotTable.
COUNT: Use the COUNT function to get the number of entries in a number field that is in a range or array of numbers.
Cell: In spreadsheet applications, a cell is a box in which you can enter a single piece of data. The data is usually text, a numeric value, or a formula. The entire spreadsheet is composed of rows and columns of cells.
Chart: In Microsoft Excel, a chart is often called a graph. It is a visual representation of data from a worksheet that can bring more understanding to the data than just looking at the numbers. A chart is a powerful tool that allows you to visually display data in a variety of different chart formats such as Bar, Column, Pie, Line, Area, Doughnut, Scatter, Surface, or Radar charts.
Column: A column is a vertical series of cells in a chart, table, or spreadsheet in Excel.
Column Headings : The column heading or column header is the gray-colored row containing the letters (A, B, C, etc.) used to identify each column in the worksheet. The column header is located above row 1 in the worksheet.
Column Width: You can specify the number of characters for the column width. Column widths can also be changed in Data View by clicking and dragging the column borders.Column width for proportional fonts is based on average character width. Depending on the characters used in the value, more or fewer characters may be displayed in the specified width. Column width affects only the display of values in the Data Editor. Changing the column width does not change the defined width of a variable.
Data Model: A Data Model allows you to integrate data from multiple tables, effectively building a relational data source inside an Excel workbook. Within Excel, Data Models are used transparently, providing tabular data used in PivotTables and PivotCharts.
Filter: The Filter feature in Excel allows you to show or hide rows within a list of data by making selections from drop-down lists. The Filter feature is available on the Data tab of all versions of Excel as well under the Sort & Filter command on the Home menu.
Formula: A formula is an expression which calculates the value of a cell.
Pivot Chart: Pivot charts are an adjunct to Excel’s pivot table feature, which allows you to summarize data by dragging and dropping data with your mouse. Pivot charts are much more interactive than the traditional Excel charts.
Pivot Table: A report creation tool in Excel that enables you to quickly summarize lists of data into summary reports by clicking checkboxes and dragging fields onscreen.
Power Pivot: Power Pivot is an Excel add-in you can use to perform powerful data analysis and create sophisticated data models. With Power Pivot, you can mash up large volumes of data from various sources, perform information analysis rapidly, and share insights easily.
Refresh: The Refresh command appears on the Options tab of Excel 2007 and 2010 as well as the Analyze tab of Excel 2013. Pivot tables store a snapshot of the underlying source data, so they don’t immediately reflect changes to said data. You must periodically refresh any pivot table to ensure it reflects any changes to the source data.
Row: A row is the range of cells that go across (horizontal) the spreadsheet/worksheet. Rows are identified by numbers e.g. row 1, row 5. Examples of use. A row might contain the headings of a table e.g. product ID, product name, price, number sold.
Row Headings: The row heading or row header is the gray-colored column located to the left of column 1 in the worksheet containing the numbers (1, 2, 3, etc.) used to identify each row in the worksheet.
SORT: Sorting is the process of arranging objects in a certain sequence or order according to specific rules. In spreadsheet programs such as Excel and Google Spreadsheets, there are several different sort orders available depending on the type of data you're sorting.
SUM: Microsoft Excel defines SUM as a formula that “Adds all the numbers in a range of cells”. This definition clearly points that Sum function has a job to add numbers and the arguments can be supplied using combinations of both numbers and range of cells. =SUM The SUM function is a built-in function in Excel that is categorized as a Math/Trig Function. It can be used as a worksheet function (WS) in Excel. As a worksheet function, the SUM function can be entered as part of a formula in a cell of a worksheet.
Slicer: You can insert slicers in Excel to quickly and easily filter pivot tables. Slicers were introduced in Excel 2010, and they make it easy to change multiple pivot tables with a single click
Spreadsheet: Microsoft Excel is a spreadsheet developed by Microsoft for Windows, macOS, Android and iOS. It features calculation or computation capabilities, graphing tools, pivot tables, and a macro programming language called Visual Basic for Applications. Excel forms part of the Microsoft Office suite of software.
Table: A table is an arrangement of data in rows and columns, or possibly in a more complex structure. Tables are widely used in communication, research, and data analysis. Tables appear in print media, handwritten notes, computer software, architectural ornamentation, traffic signs, and many other places.
Worksheets: A worksheet is a collection of cells where you keep and manipulate the data. Each Excel workbook can contain multiple worksheets.
