Microsoft Excel 365 – Pivot Tables

Microsoft Excel
Course Length: 1 Day
Course Format: Instructor–Led
Course Hours: 9:00 a.m. – 5:00 p.m.

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Download a PDF of the course outline.

If seeking CPE Credit Hours, completion of this course earns:
8 CPE Credit Hours

Course Description

Course Overview: Advances in technology have made it possible to store ever increasing amounts of data. Along with this, the need to analyze that data and gain actionable insight is greater than ever. You already have experience working with Excel and creating basic PivotTables to summarize data. But, Excel is capable of doing much more. Being able to harness the power of advanced PivotTable features and create PivotCharts will help you to gain a competitive edge. You will not only be able to summarize data for you to analyze, but also organize the data in a way that can be meaningfully presented to others. This leads to data-driven business decisions that have a better chance for success for everyone involved.

Target Student: Students taking this course are experienced Excel users who are seeking to advance their data analysis capabilities by using PivotTables.

Prerequisites: To ensure your success in this course, you should have experience working with Excel 365 and PivotTables. You should already understand spreadsheet concepts and be comfortable creating basic PivotTables. You can obtain this level of skill and knowledge by taking the following CompuTrain courses:

  • Microsoft® Excel® 365: Introduction
  • Microsoft® Excel® 365: Intermediate
Course Objectives

Upon successful completion of this course, you will be able to use Excel 365 advanced PivotTable functionality to analyze your raw data.

You will:

  • Prepare data for PivotTable reporting and create PivotTables from various data sources.
  • Analyze Data Using PivotTables.
  • Work with PivotCharts.
Course Content
Lesson 1: Preparing Data and Creating PivotTables
  • Prepare Data
  • Create a PivotTable from a Local Data Source
  • Create a PivotTable from Multiple Local Data Sources
  • Create a PivotTable from an External Data Source
Lesson 2: Analyzing Data Using PivotTables
  • Summarize PivotTable Data
  • Organize PivotTable Data
  • Filter PivotTable Data
  • Format a PivotTable
  • Refresh and Change PivotTable Data
Lesson 3: Working with PivotCharts
  • Create a PivotChart
  • Manipulate PivotChart Data
  • Format a PivotChart