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Excel PivotTable Techniques

Thursday, June 6, 9:00 am12:00 pm

In this workshop you will learn tips and tricks with Excel PivotTables and how they can be an invaluable tool in helping you analyze your data and present your conclusions in compelling ways. If you have been using PivotTables and are wondering what more you can do with them or are maybe running into obstacles and wishing you can get around them, this workshop will help you unleash the power of PivotTables and get outstanding results.

The concepts and techniques that are covered include:

  • Getting your data ready for PivotTable Reports and Charts including eliminating duplicates, organizing your data efficiently, and defining proper relationships between data sets.
  • Using custom functions to perform more advanced analysis and comparisons such as counts, statistical functions, % of row, % of column, and many more.
  • Filtering your report to display subsets of the data and reveal hidden insights about your customers, product lines, and other subsets of data sets.
  • Formatting your reports, sorting them automatically, manually, or based on pre-determined sort orders, as well as grouping them based on user-defined groups that reflect your business environment.
  • Adding formulas to your PivotTables and Charts so they include the calculations and ratios that are specific to your needs.
  • Incorporate your PivotTables reports and Charts into Word documents and linking them so they stay up-to-date