The Complete Guide to Excel Pivot Tables
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Duration: Half Day (3.5 hours)
COURSE OUTLINE
- Introduction to Pivot Tables
- What is a Pivot Table?
- Understanding the structure of a Pivot Table
- Creating a Pivot Table
- Working with the Field List
- Moving and deleting a Pivot Table
- Layout & Design
- Choosing a Report Layout
- Showing and hiding totals
- Setting the style options
- Applying a style
- Automatically sorting field items
- Manually sorting field items
- Sorting by total values
- Selecting labels and values
- Manually formatting a Pivot Table
- Changing the Summary Values
- Changing the summary calculation
- Showing values as a % of grand totals
- Showing values as a % of row or column totals
- Changing the number format of summary values
- Changing how empty values and errors appear
- Displaying source records of a summary value (aka Drilling)
- Grouping
- Grouping items to create a new field
- Upgrouping items
- Grouping numeric or date fields
- Filtering
- Using the Filter area
- Using the row or column areas
- Using Slicers
- Using a timeline
- Calculated Fields & Items
- Creating a calculated field
- Creating a calculated item
- Source Data
- Refreshing a Pivot Table
- Changing the source data