You know the basics of PivotTables - now become a power user.
To be truly proficient in using PivotTables in Excel, you need to know more than just the basic techniques of creating PivotTables and switching the locations of fields. To better use the analytical power of PivotTable tools, you need to master the highly visual presentation tools available through the Slicer and Timeline features, learn the content expansion capabilities of calculated fields, calculated items, and custom calculations, create external formulas with the GETPIVOTDATA function, and also how to group data based on dates and times, as well as grouping by any criteria you wish. Other features, like drill-down (to see specific source data in a flash), Pivot Charts (instant visual support for numerical data), conditional formatting (accentuating results with icons and color variations) and grouping data on an ad hoc basis are also tools that enhance and expand the way you use this powerful feature.
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Why Lorman?
Over 34 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.
Agenda
Overview of PivotTable Concepts
Calculation Enhancements
- Custom Calculation - % of Row, % of Column and 12 Others
- Inserting a Calculated Field
- Inserting a Calculated Item
Analytical Tools
- Using Slicers Instead of Filters to Identify Which Field Elements Are Displayed and Which Are Hidden
- Grouping Data by Date and Time - With Multiple Grouping Options
- Grouping Data on an Ad Hoc Basis
- Creating PivotTables by Consolidating Data From Different Worksheets and Workbooks
- Advantages of Working With Source Data That Has Been Converted to a Table
Display Enhancements
- Conditional Formatting
- Structured Selection
- Outline vs. Tabular vs. Compact Form
- Adjusting Edit Default Layout Settings for Subtotals, Grand Totals and Reports
- Pivot Charts - Display Options and Recommendations
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Why Lorman?
Over 34 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.
Credits
OnDemand Course
This course was last revised on January 5, 2021.
Call 1-866-352-9540 for further credit information.
- ASAP PACE 0.1
- This course is pre-approved through the American Society of Administrative Professionals (ASAP) for 0.1 CEU(s) towards your PACE Recertification.
- IAAP 1.5
- All education that aligns with the CAP Body of Knowledge can be used toward recertification. Lorman Education Services believes this course does align and should be counted toward recertification. Please visit IAAP's certification webpage to review recertification details and requirements. https://www.iaap-hq.org/page/CAP_Recertification. Course Length: 1.5.
This program does NOT qualify, nor meet the National Standard for NASBA accreditation.
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Why Lorman?
Over 34 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.
Faculty
Dennis Taylor
Taylor Associates
- Founder of Taylor Associates
- More than 20 years of experience working with Excel®
- Taught thousands of classes and seminars throughout the United States and Canada
- Presented more than 700 Excel® webinars and is the author or co-author of six books on spreadsheet software
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Why Lorman?
Over 34 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.
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