Use Pivot Tables to Organize, Summarize and Analyze Data (Course Id 1117)

Computer Software & Applications - Computer Software & Applications for Course Id 1117

This course will help you get out from all of that data. It will show you how to quickly organize and summarize your data so that you can analyze it. The course covers everything that you need to know about pivot tables. It starts with having you create a pivot table and then modify and format it. It discusses how to drill down as well as how to create multiple reports from one pivot table. It also discusses how to create and add other formulas and items to an existing pivot table. Finally, it shows you how to update your pivot table with new data without recreating it every time. This is one of, if not the best, feature in Excel. Pivot Tables are a huge time saver if you are working with lots of data. There is an accompanying Excel file that allows you to walk through the examples in the eBook.

NASBA QAS - Text - NASBA Registry - 1117

Course Objectives

• Identify a PivotTable and its components and defaults
  
• Identify the steps needed to create a Pivot Table
  
• Recognize the steps needed to modify and format a pivot table
  
• Recognize how to use and modify slicers
  
• Recognize how to create fields, items and calculations in a Pivot Table
  
• Identify how to change and or update underlying data
  
• Recognize how to create a PivotTable Charta and how it differs from a regular chart
  
• Identify methods to update a pivot table and locate its data source

Chapter 1 - Use Pivot Tables to Organize, Summarize and Analyze Data

Course Objectives

Pivot Table Overview

Creating a Pivot Table

Rearranging a Pivot Table

Rearrange data in a Pivot Table by right-clicking a field name

Rearrange data in a Pivot Table by dragging a field name into the Pivot Table

Rearrange data in an existing Pivot Table.

To Add a Field to the Pivot Table

To Remove a Field from the Pivot Table

Review Questions - Section 1

Modify a Pivot Table

Filtering/Hiding Data

Hide a Single Field using the Pivot Table Fields Pane

Hiding an Item using Selected Items

Slicers

Slicers Properties

Sorting and Grouping

Creating A Sort Group

Drill Down – the Detail

Creating Multiple Reports from one Pivot Table:

Grouping

Ungroup

Review - Feedback Exercise!

Grouping Dates

Review/Feedback Exercise

Review Questions - Section 2

PivotTable Calculations

Summarizing A Value Field

Formatting Calculations

Subtotals and Totals

Totals

Using Excel preset calculations

Create calculated fields within a Pivot Table

Create a calculated item within a Pivot Table

Modifying/Deleting Calculated Fields and Items.

Formula List

Auto Formatting a Pivot Table

PivotTable Styles Gallery

To remove a Pivot Table style

To Format a PivotTable

To Format individual parts of the PivotTable

Subtotals and Totals

Review Questions - Section 3

Pivot Table Charts

Creating a Pivot Chart  from Excel Data

Creating Pivot Chart from a Pivot Table

Pivot Charts in earlier Excel versions  (Excel 2013 or earlier)

Review Questions - Section 4

Options

Data Source

Automatically update your Pivot Table with new data

Create a Table

Create a Dynamic Range

GET PIVOT DATA

Review/Feedback Exercise

Review Questions - Section 5

Links for Spreadsheets

Glossary