In the world of accounting and finance, managing and interpreting vast amounts of data can be overwhelming. This course is a lifeline for professionals struggling with data overload. It dives deep into Pivot Tables, Excel's most powerful feature, transforming data chaos into structured, insightful information. Starting from the basics of creating a Pivot Table, this course guides you through modifying, formatting, and enriching your tables with advanced calculations. It tackles the common frustration of updating data sets, showing you how to refresh your Pivot Tables without starting from scratch. This course is a practical, step-by-step journey, equipped with an accompanying Excel file for hands-on learning. By the end of this course, you'll not only save significant time but also elevate your data analysis skills, making you an invaluable asset in any data-driven decision-making process.
Learning Objectives
Upon successful completion of this course, participants will be able to:
Identify the purpose, characteristics, and various components of a Pivot Table
Identify the steps needed to create a Pivot Table
Recognize the process of modifying and formatting 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, refresh, and/or update the underlying data in a pivot table
Recognize the process of creating a PivotTable Chart, noting allowed chart types and how a PivotTable chart differs from a regular chart
Identify methods to update a Pivot Table and locate its data source
Major Topics
Rearranging a Pivot Table
Modify a Pivot Table
Slicers
Group
PivotTable Calculations
Auto Formatting a Pivot Table
Pivot Table Charts
Data Source