Harnessing the Power of Pivot Tables in Excel



Course Date: 15th September, 2016

Location: Kelowna Heritage Loft, 201-339 Bernard Ave Kelowna (access is via stairs only)

Course Times: 12pm – 4pm

Analyze, Report and Visualize your Data

PivotTables are Microsoft’s misunderstood child! Ask ten Excel users what is the most difficult part of the program and nine will probably say “PivotTables!”

They couldn’t be more wrong though. With just a few basic guidelines on how to set your data up properly the full functionality of this amazing tool opens up to you. In no time at all you’ll be creating in-depth analysis, producing custom reports and creating visually stunning dashboards for concise data summaries.

In this 3 hour workshop we will cover how to store and structure your data properly, build user friendly PivotTables, use the built-in templates and so much more. Time is also built in to the sessions to see how your data can link to some of the other powerful tools available to Excel users like Power BI.

Topics will include:

  • Understanding Data Layout
  • PivotTable Terminology
  • Building PivotTables
  • Using Calculations
  • Visualizing the Data
  • Formatting PivotTables
  • Slicing and Filtering
  • Grouping Data
  • Linking to Power BI
  • Creating Drill Down Reports
  • Creating Dashboards
  • Hints, Tips and Shortcuts

This workshop session will be instructor-led, hands-on and specifically designed for maximum retention and understanding.

Each student will have use of a computer during the day and practice exercises will be provided for each topic.

All students will have access to full support via telephone and email after the session.