Pivot Tables – From Novice to Ninja
GoSkills
Summary
- Certificate of achievement - Free
- Certificate of completion - Free
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Overview
- Microsoft Excel 2013 and 2010 compliant
- Award winning Microsoft MVP instructor Ken Puls
- Certificate of training upon completing the course
- Accredited with CPD UK
- Bite sized video tutorials, cheat sheets, exercise files and quizzes
- Unlimited testing
Self-paced course can be completed in your own time over 12 months
Certificates
Certificate of achievement
Digital certificate - Included
Certificate of completion
Digital certificate - Included
CPD
Description
- Course Syllabus includes 36 tutorials covering beginner, intermediate and advanced levels
Pivot Tables – From Novice to Ninja syllabus
The Very Basics
What is a Pivot Table - and why do you care?
Pivot Tables open up your world to quickly summarize data and build solutions that others can explore.
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The Pivot Table Life Cycle
Understanding how the life cycle of a Pivot Table solution is different than an ad-hoc reporting solution.
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Creating your first Pivot Table
Creating your first Pivot Table is the first step to unlocking serious Excel power in data optimization.
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Field Well Options
Determining the Field Well options you’d like to use to view your Pivot Table data.
Sourcing Your Data
Source Data Best Practices
Setting up your data sets to ensure that they will be able to be consumed by a Pivot Table.
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Using Excel ranges
Choosing between building quick and dirty Pivot Tables or future proofing Pivot Tables for future update.
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Preparing Source Data
When you need to aggregate multiple tables or create new fields in order to display properly in a Pivot Table.
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Using Database Data
Pulling database data into Excel and Pivot Tables.
Laying Out the Pivot Table
Totals and Sub-Totals
Use to turn totals and subtotals on/off where needed in your Pivot Table.
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Choosing Pivot Table Layouts
Determining the basic layout you’d like to use to display your Pivot Table data.
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Grouping
Use to group different row or column fields together for a more logical display.
Pivot Table Calculations
Aggregation
When you wish to show different aggregation on your Pivot Table fields than what is provided by default.
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Running totals
When you need to display a running total on your Pivot Table.
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Percent of x Calculations
When you need to display a value as the % of another value on your Pivot Table.
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Difference From Calculations
When you need to display values that are a difference from another value in a Pivot. This is very useful for showing growth/decline from previous periods.
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Percentage Difference From Calculations
When you need to display values that are a percentage of difference from another value in a Pivot. This is very useful for showing growth/decline from previous periods.
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Top and Bottom x Items
When you want to filter your Pivot Table to show the top/bottom x items or top/bottom x% of items in the data set.
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Calculated Fields
Understanding how to create calculated fields in a Pivot Table.
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Calculated Items
Understanding how to create calculated items in a Pivot Table.
Pivot Table Formatting
Value Field Formats
Various ways to display numbers in the values area of a Pivot Table.
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Preserving Cell Formats on Update
How to force a Pivot Table to preserve cell formats and column widths when it is updated.
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Pivot Table Styles
Using pre-defined styles with a Pivot Table.
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Custom Pivot Table Styles
Creating your own style to use with a Pivot Table.
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Conditional Formatting on Pivot Tables
Basics of applying conditional formats to a Pivot Table.
Sorting
Basic Sorting
Basic sorting of row and column headers in a Pivot Table.
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Custom Sorting
Creating Custom Sort Orders for a Pivot Table.
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Sorting Values
Sorting the values area of a Pivot Table.
Filtering Data
Report Filters
Using Report Filters to narrow down results in a Pivot Table.
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Built in Filter Controls
Using row and column filters to narrow down results in a Pivot Table.
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Slicers
Slicers are user-friendly filters for Pivot Tables.
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Filtering Multiple Pivot Tables
Filtering multiple Pivot Tables at once with Slicers.
Extracting Data
Show Details
Using Show Details to extract details from a summarized value.
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GETPIVOTDATA
Using the GETPIVOTDATA function to extract specific fields from a Pivot Table.
Data Visualization
Creating Pivot Charts
Creating Pivot Charts out of a Pivot Table.
Finalization
Automating Refresh
Automating Pivot Table refresh operations.
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Pre-release Considerations
Items to consider before releasing your file to users.
Who is this course for?
This online course is designed to teach people to use Microsoft Pivot Tables more effectively for work and study. It includes 36 beginner, intermediate and advanced level lessons delivered in bite sized, engaging video tutorials by an award-winning Microsoft Excel MVP instructor, Ken Puls.
Requirements
No prior knowledge of Excel is required
Questions and answers
Can I take this course using only a tablet?
Answer:Yes, the GoSkills courses are all mobile and tablet friendly, so you can take the course using only a tablet.
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