Excel: Building a Reporting Tool with Pivot Tables and Charts

Why Should You Attend:

From global enterprises to early-stage startups and small businesses, people everywhere use Pivot Tables to see and understand their data.

Learning how to create Pivot Tables is one of the must have skills for anyone who needs to use Excel to quickly build reports and summaries.

This training will enable anyone who is familiar with the basics of pivot tables to take their skills and knowledge to the next level.

Learning Objective:

• Use Pivot Tables to turn raw data into meaningful and insightful reports
• Use Pivot Tables to create different types of summary reports
• Use formulas in a Pivot Table
• Use Slicers to create interactive Pivot Table reports

Areas Covered in the Webinar:

• Producing a Difference report (month-on-month or year-on-year)
• Producing Running Totals and Top 10 reports
• Use Pivot Tables to produce a "unique count" report
• Use Pivot Tables to produce time-based reports (quarterly, monthly etc)
• Create additional columns in a Pivot Tables using formulas
• Combine row items in a Pivot Tables using formulas
• GETPIVOTDATA – What is it? When to use it and when to avoid it
• Using Slicers to Slice, Dice and Filter your data

Who Will Benefit:

If you are familiar with the basics of pivot tables (creating a basic pivot table, changing the appearance and layout, sorting, creating a pivot chart) and you wish to take your knowledge to the next level, this training is for you.

The training will be delivered using the latest version of Excel for Windows although much of the functionality is available in earlier versions of the application.

Mike Thomas
IT Training Specialist, The Excel Trainer

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, he 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 variety of Excel topics.

Mr. Thomas 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 organizations 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.

Topic Background:

Pivot Tables are one of the most powerful tools in Excel’s data analysis and Business Intelligence (BI) armory.

With just a few clicks of the mouse (and no complicated formulas!) you can quickly and easily build the reports, dashboards and charts that help you to summarize, analyze, interpret and understand your data which in turn helps you to spot trends and get answers to the important questions on which you base your key business decisions.

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