MS Excel - Pivot Tables & Charts

Class Sessions: Two, 2-hour classes


Course Prerequisites:

The student must have basic Windows skills, including the use of files and folders, as well as a basic proficiency in Excel including the use of formulas and functions.  In addition, the student must have completed the class in Excel Ranges, Structured Tables and Charts or have equivalent proficiency.

Course Description:

A Pivot Table is a tool that allows you to create an interactive view of your data and transform endless rows and columns of numbers into a meaningful presentation.  Pivot Tables are one of the most powerful and sophisticated features of Excel.  No other tool in Excel gives you the flexibility and analytical power of a Pivot Table.  It enables you to organize and summarize data in tables from various points of view to better understand the information.   Pivot Tables get their name from the ability to interactively drag and drop fields within the Pivot Table to dynamically change or pivot the perspective, giving you an entirely new view using the same source data.  You can then display subtotals and interactively drill down to any level of data that you want.

Like Pivot Tables, Pivot Charts are also interactive.  You can rearrange your Pivot Chart on the fly by simply dragging the fields within the Pivot Table.  As you make your changes, Excel regenerates the Pivot Table and your Pivot Chart because the two are linked together.

This class will provide hands-on instruction in creating Pivot Tables and Pivot Charts as well as using these tools to interactively analyze data.  In addition, the class will include an exercise in building an Excel Dashboard, an interactive data visualization tool that combines in one space more than one view of your data.  Dashboards are often used when making presentations to an audience such as members of a Sun City club.

Course Objectives:

By the end of this course, you will be able to:

  • Create a Pivot Table from an Excel range or structured table.
  • Add fields to a Pivot Table by dragging and dropping field names in the Pivot Table drop zones.
  • Create a multi-layered Pivot Table.
  • Create groups in a Pivot Table.
  • Format the appearance of a Pivot Table.
  • Drill down to the underlying source data from a Pivot Table.
  • Change the Pivot Table calculations.
  • Show multiple calculations for the same field in a Pivot Table.
  • Add calculated fields to a Pivot Table.
  • Sort and filter a Pivot Table.
  • User Excel slicers to filter a Pivot Table.
  • Create a Pivot Chart linked to a Pivot Table.
  • Build an Excel Dashboard to interactively display multiple Pivot Tables from the same source data.

Modified: 9/16/2019