Business Intelligence with Pivot Tables

Pivot Tables are one of the most powerful tools in Excel’s data analysis and Business Intelligence (BI) armoury. With just a few clicks of the mouse (and no complicated formulas!) you can quickly and easily build reports and charts that summarise and analyse large amounts of raw data and help you to spot trends and get answers to the important questions on which you base your key business decisions.

Training Agenda:

• What is a pivot table – a few examples of pivot tables
• Creating a simple pivot table in 6 clicks
• Sum, count and percent – how to change what is displayed
• Making a pivot table report eye-catchingly appealing
• Changing the layout of a pivot table
• Displaying the data in a pivot table in alphabetical or numerical order
• Using filters to display specific items in a pivot table
• Grouping the data by month, year or quarter in a pivot table
• Representing the pivot table data as a chart/graph
• Best practices for updating a pivot table when the source data changes
• Calculating month-on-month difference
• Calculating a running/cumulative total
• Displaying a unique count
• Using formulas to create additional calculated items
• Slicers – the new visual way to filter a pivot table
• GETPIVOTDATA – When to use and when to avoid

In this session, you'll learn how to create a pivot table report in just 6 clicks! You'll learn how change the layout and appearance of the report to make it inviting to read. You'll learn how to display data in different ways, for example, sales grouped by month or top 10 customers. You'll learn how to display the pivot table data as a chart/graph.

You'll learn how to calculate differences (e.g. month-on-month, quarter-on quarter) and running/cumulative totals. You'll learn how to display a unique count (e.g. number of customers, not number of orders) and how to use formulas to create additional calculated items. Finally, you'll learn how to create Slicers which are the new visual way to filter a pivot table.

Who Should Attend:

You should attend this training if you need to use Excel to quickly build reports and summaries or if you simply want to learn how to create Pivot Tables to improve your knowledge of Excel.

You don't have to be proficient in the use of Excel to attend. If you can create basic worksheets and can copy and paste and apply basic formatting to cells, you’ll be able to follow along.

Although the training will be delivered using Excel 2016 for Windows, most of the functionality demonstrated is available in earlier versions of Excel (2007, 2010, 2013).

Plus, you can also ask a question unique to your requirement during Q & A session directly from our expert speaker.

Mike Thomas

Mike Thomas has worked in the IT training business since 1989. He is a subject matter expert in a range of technologies including Microsoft Office and Apple Mac. In 2012 Mike founded theexceltrainer.co.uk where he has produced nearly 200 written and video-based Excel tutorials. He has recorded several Excel training courses for pluralsight.com and in his career delivered hundreds of courses and webinars on a wide variety of technology-related topics. Mike is a Fellow of The Learning and Performance Institute and has worked with and for a large number of global and UK-based companies and organisations across a diverse range of sectors. In addition to training, he also designs and develops Microsoft Office-based solutions that automate key business tasks and processes.