Microsoft Power BI

Excel Topic 3: Advanced Pivot Table

Course Duration: 90 Minutes

Target Audience:

This session is intended for Excel users who wish to use Pivot Tables and Pivot Charts to analyse and summarise data quickly and effectively.

Course Objectives:

A Pivot Table is a reporting tool that produces 3D reports from spreadsheet data. These calculations are done independent of the original data layout in the spreadsheet.

This session covers the more advanced features of Pivot Tables – the "Creating and Working with Pivot Tables" course is a prerequisite to this one. Alternatively, attendees should have existing experience of creating and manipulating pivot tables.

Course Outline:

Course Introduction

Review of Creating a Pivot Table

Pivot Table Options for Formats, Totals and Filters, Display, Printing and Data Options

Modifying the Pivot Tables Default Settings

Sorting Field Items

Grouping Fields (Date Fields / Numeric Fields

Automatic Time Grouping

Field Settings for Data Analysis Within the Pivot Table

Creating Formulas in the Pivot Table – Calculated Fields and Calculated Items

Searching Within a Pivot Table

Using the Drilldown Options

Relationship Detecting with Multiple Source Tables

Discussion and Question Time