Mastering Excel PivotTables

  EVENT DATE

March 22, 2018

  PRESENTER(s)

Dennis Taylor

  1:00 PM ET | 12:00 PM CT | 10:00 AM PT | 90 Minutes




DESCRIPTION



A Pivot Table in Excel is a summary table based on a list of data; it is distinct and separate from the original data, yet dependent on it. Changes you make to a Pivot Table have no impact on the original data. With a Pivot Table, you can find trends, analyze patterns, and complete multiple summaries based on your detailed (and sometimes voluminous) worksheet data.

In order to manage large data lists, there are many types of Excel tools available like sorting, filtering etc. However, if you need to analyse every data and do it fast, then PivotTable is your answer. PivotTable in Excel will assist you in creating compact summary reports without the requirement of writing complex formulas depending on long techniques. The PivotTable feature is probably one of the best analytical tool of Excel, which adds to its speed. You will be able to get good dynamism and flexibility which will help you quickly change the data interrelationships that you are viewing. Many of the users of PivotTable find the feature very easy to understand and learn; however, it is not so easy if you are just viewing the instructions from a printed page. The feature is visually-oriented and is based on displaying fields in different locations.

To get more powerful techniques of PivotTable like calculated fields, slicers, conditional formatting and timelines, attend this session by expert speaker Dennis Taylor. You will be able to make PivotTables from different input sources and use different options like conditional formatting, slicers etc. effectively.

Session Highlights:

  • Comparing two or more fields in different styles
  • Filtering and sorting results
  • Conducting ad-hoc grouping of information
  • Identifying the kinds of field elements displayed using slicers than filters
  • Making use of timeline for dynamic time-based displays
  • Digging deep to know the details behind the summary
  • Categorizing of time/date data in various levels
  • Creating of a Pivot Chart in sync with a PivotTable
  • Putting in calculated fields in order to do additional analysis
  • Ways to reveal detail/hide/summary information/ with a click
  • Ways to deal with the “refresh” concept and the dynamic source data
  • Ways to create a PivotTable using data from various worksheets
  • Ways to provide Conditional Formatting to PivotTable Data
  • Generating PivotTables from various input sources (different workbooks and worksheets)
  • Using Slicers to accentuate field elements that are being shown at present (and which ones are not)
  • Making use of the new Timeline feature
  • Using Conditional Formatting with PivotTable data
  • Exploring the best techniques for updating PivotTables
  • Creating ad hoc and date-based groupings within a PivotTable

Who Should Attend:

  • C Level Executives
  • Executive Assistants
  • Accountants
  • Administrators
  • Office Managers
  • Attorneys
  • CPA
  • Finance Professionals
  • Business Analyst
  • Accountants
  • Bookkeeper
  • HR Professionals

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