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Building A Reporting Tool With Pivot Tables In Excel
Human Resources
STA2023121
100 Minutes
Friday, July 28, 2023
- Thursday, August 31, 2023
Description
Overview
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
Speaker
Mr. Mike Thomas
Mike Thomas has worked in the IT training business since 1989. He is a subject matter expert in a range of technologies including Microsoft Office and Apple Mac. In 2012 Mike founded theexceltrainer.co.uk where he has produced nearly 200 written and video-based Excel tutorials. He has recorded several Excel training courses for pluralsight.com and in his career delivered hundreds of courses and webinars on a wide variety of technology-related topics.
Mike is a Fellow of The Learning and Performance Institute and has worked with and for a large number of global and UK-based companies and organizations across a diverse range of sectors. In addition to training, he also designs and develops Microsoft Office-based solutions that automate key business tasks and processes.