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Microsoft Excel Analysing Data With Tables, PivotTables & Pivot Charts Duration: 1 Day

Course Overview

Level: Intermediate/Advanced Objectives:  By the end of this workshop delegates will have gained an in-depth knowledge and experience of Tables, PivotTables and PivotCharts. The workshop will also look at some supporting tools, such as Conditional Formatting and Data Validation which can help when using PivotTables. Pre-requisites:  Delegates should have experience of using Excel to an intermediate level; ideally with knowledge of sorting and filtering data in lists.



Course Content: 


Why are Tables important when creating a PivotTable?

Turning a list into a ‘Table’

Creating a ‘total row’

Adding records to the Table

Sorting by custom list

Data Validation:

Restricting value ranges

Editing the Error Alert

Creating drop-down lists

Conditional Formatting:

Data bars & Icon sets

Editing/Removing Conditional Formatting

Creating a PivotTable:

Positioning the fields

Filtering data

Updating (Refreshing) the PivotTable

Sorting data in a PivotTable

Formatting values

Grouping & Calculating in a PivotTable:

Grouping by date, value & text

Collapsing & expanding groups

Changing the calculation method

Subtotalling Data

Calculated Fields & Items:

Creating a calculated field

Creating a calculated item

Formatting the PivotTable:

Using PivotTable Styles

Editing the Style & Creating new Styles

Applying Conditional Formatting


Using Slicers to filter data

Formatting/Customizing Slicer windows


Creating a PivotChart from a PivotTable

Move to a separate sheet

Filtering the PivotChart

Using an External Data Source:

Importing data from an Access table

Enabling the content & updating the PivotTable