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ed2go Computer Applications Microsoft Microsoft Excel - Pivot Tables
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Microsoft Excel - Pivot Tables

Wouldn't it be great to learn how to effectively use all the advanced Excel pivot table features? In this practical and information-packed course, you will learn how to maximize this program's functions and capabilities.

Most organizations rely heavily on Microsoft Excel pivot tables to analyze and report financial information. Your company is probably no exception. By learning these advanced techniques, you can become more valuable to your organization.

This course will teach you how to utilize the numerous pivot tables to develop useful analysis models and reports within your company. Impress your coworkers by learning how to create functional and eye-catching interactive dashboards using a combination of pivot tables, Pivot Charts, and Slicers. You will discover advanced techniques for pivot tables, like creating Timelines, calculated fields, and calculated items. You will learn how to use Excel's Table function to efficiently manage changes to the pivot table's source data in order to avoid reporting mistakes when data is added or deleted.

6 Weeks / 24 Course Hrs
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Learning Method

Instructor-led

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Starting March 13 | April 17
Self-Paced

No instructor. Study on your own schedule

Microsoft Excel - Pivot Tables

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Details + Objectives

Course Code: pts

What You Will Learn
  • Learn how to work with the numerous pivot table options and system settings
  • Become skilled in developing useful analysis models and reports
  • Learn how to create functional and eye-catching interactive dashboards using a combination of pivot tables, Pivot Charts, and Slicers
  • Discover advanced techniques for pivot tables, like creating Timelines, calculated fields, and calculated items
  • Learn how to efficiently manage changes to the pivot table's source data in order to avoid reporting mistakes when data is added or deleted
How the course is taught
  • Instructor-led or self-paced online course
  • 6-12 weeks to complete
  • 24 course hours
How you will benefit
  • Learn advanced techniques and become more valuable to your organization
  • Become more confident in your ability to report accurate data efficiently using Microsoft Excel
  • Open the door to new career opportunities in data analysis and reporting

Outline

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Pivot Table Concepts

In your first lesson, you will develop a solid understanding of the requirements to use pivot tables. This lesson introduces the foundational elements needed to understand and get the most out of pivot tables.

Creating a Pivot Table

Not all data is created equal. In this lesson, you will learn what's required to make sure your data is organized well enough to be used in a pivot table. You will discover a very common issue that occurs when the source data changes and you how to easily eliminate that issue.

Pivot Table Analyze and Design Tabs

Working efficiently with pivot tables requires knowing where to find the proper pivot table feature without searching high and low for it. Most pivot table features reside on one of the two pivot table-specific Ribbon tabs. This lesson introduces the different features that are grouped and what each one provides.

Pivot Table Formatting Inside and Out

Learn to group ordinary pivot table fields, which will create new fields that you can use within the pivot table or as a Slicer. In addition, you'll learn how to expand and collapse fields to help in summarizing the pivot table data. Then learn how to locate data anomalies in large data sets and the proper use of report filters which can assist in any data investigation as well as a great tool for creating multiple reports from a single pivot table report.

Pivot Table Options and Field Settings

Most users may not know that there are certain options and settings that provide little-known but extremely useful features. Most of these features are accessed through the pivot table Ribbon tabs, but some are not. In this lesson, you will learn how to use some of the more obscure settings in the Pivot Table Options and Field Settings dialog boxes.

Value Field Settings

Similar to the Field Settings, the Values section of a pivot table report have unique settings and summarization options. For most people, simply summing or counting the data within the Values section is enough. But once you learn how to use these lesser-known settings, you will go from an average pivot table user to an expert.

Grouping Pivot Table Fields

A pivot table is ideal for analyzing and summarizing data. By default, the table does an excellent job at summarizing the data within the various fields, but there is a way to summarize the data even further. In This lesson will show you how to group ordinary pivot table fields, which will create new fields that you can use within the pivot table or as a Slicer. In addition, you will learn how to expand and collapse fields to help in summarizing the pivot table data.

Data-Integrity Checks and Report Filters

A pivot table is a great way to locate data anomalies in large data sets that would otherwise be hard to find scanning through the source table. In addition, the proper use of report filters can assist in any data investigation, as well as providing a great tool to create multiple reports from a single pivot table report. You will learn all about these tools in this lesson.

Cloning a Pivot Table and the Wonderful World of Slicers

Pivot tables are extremely useful and flexible for data analysis and reporting. It's easy to add, remove, or simply move fields to create different-looking reports from the same source data. This lesson focuses on creating different versions of reports and the different techniques needed to do so.

Calculated Fields and Items

Pivot tables are great for analyzing and reporting information, but they're limited in their functionality when your source data is missing needed information. Or, perhaps the information isn't needed in the source data and is only needed for analysis for a short time. This lesson will demonstrate how to use Excel's Calculated Items and Fields feature to create items that are missing from the source data.

Working With Slicers and Pivot Charts

Your pivot table isn't complete without a Slicer and pivot chart. In order to create an effective dashboard, a pivot table and pivot chart controlled by multiple Slicers is a must. This lesson focuses on creating and managing Slicers and Pivot Charts.

Timelines and Dashboard Development

In the final lesson, you will learn about the many interactive tools and techniques available to make pivot tables and pivot charts fun to use. Similar to a Slicer, Excel offers a tool called Timelines. Timelines are available when a field available in your pivot table or chart is a date. Within a dashboard, using the Timeline feature can be useful and eye catching to the users.

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Instructors & Support

Chad Wambolt

Chad Wambolt has spent his entire professional career in the finance field, working for both private and publicly-held companies with sales ranging from $500 million to $3 billion. He is a graduate of Boise State University, where he obtained his bachelor's degree in accounting. Through the course of his career, Wambolt became an expert user of Microsoft Excel. Since 1997, he has taught Excel to students of varying skill levels and helped organizations streamline internal processes.

Requirements

Prerequisites / Requirements

Prerequisites:

There are no prerequisites to take this course.

Requirements:

Hardware Requirements: 

  • This course can be taken on either a PC or Mac.
  • This course is not suitable for Mac users who are using the Office Mac Home versions.

Software Requirements: 

  • PC: Windows 7 or later.
  • Mac: OS X Snow Leopard 10.6 or later.
  • Browser: The latest version of Google Chrome or Mozilla Firefox are preferred. Microsoft Edge and Safari are also compatible.
  • Microsoft Excel 2010, Microsoft Excel 2013, or Microsoft Office 2016 (not included in enrollment).
  • The "Starter Version" and "Web App" versions of Microsoft Excel will not work with the full version of Excel taught in this course.
  • Adobe Flash Player. Click here to download the Flash Player.
  • Adobe Acrobat Reader. Click here to download the Acrobat Reader.
  • Software must be installed and fully operational before the course begins.

Other:

  • Email capabilities and access to a personal email account.
Instructional Materials

The instructional materials required for this course are included in enrollment and will be available online.

FAQs

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When can I get started?

Instructor-Led: A new session of each course begins each month. Please refer to the session start dates for scheduling. 

Self-Paced: You can start this course at any time your schedule permits.

How does it work?

Instructor-Led: Once a session starts, two lessons will be released each week, for the 6 week duration of your course. You will have access to all previously released lessons until the course ends.

Self-Paced: You have three-month access to the course. After enrolling, you can learn and complete the course at your own pace, within the allotted access period.

 

How long do I have to complete each lesson?

Instructor-Led: The interactive discussion area for each lesson automatically closes 2 weeks after each lesson is released, so you’re encouraged to complete each lesson within two weeks of its release.

Self-Paced: There is no time limit to complete each lesson, other than completing all lessons before your three-month access.

What if I need an extension?

Instructor-Led: The Final Exam will be released on the same day as the last lesson. Once the Final Exam has been released, you will have 2 weeks plus 10 days to complete the Final and finish any remaining lessons in your course. No further extensions can be provided beyond these 10 days.

Self-Paced: Because this course is self-paced, no extensions will be granted after the start of your enrollment.

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