What you’ll learn

Understanding Pivottables

• Understanding Data Analysis.
• Introducing the PivotTable.
• Learn PivotTable Benefits.
• Survey PivotTable Uses.
• Explore PivotTable Features.

Building A Pivottable

• Prepare Your Worksheet Data.
• Create a Table for a PivotTable Report.
• Build a PivotTable from an Excel Table.
• Build a PivotTable from an Excel Range.
• Re-create an Existing PivotTable.

Manipulating Your Pivottable

• Turn the PivotTable Field List On and Off.
• Customize the PivotTable Field List.
• Select PivotTable Items.
• Remove a PivotTable Field.
• Refresh PivotTable Data.
• Display the Details Behind PivotTable Data.
• Create a Chart from PivotTable Data.
• Enable the Classic PivotTable Layout.
• Add Multiple Fields to the Row or Column Area.
• Add Multiple Fields to the Data Area.
• Add Multiple Fields to the Page Area.
• Convert a PivotTable to Regular Data.
• Delete a PivotTable.

Changing The Pivottable View

• Move a Field to a Different Area.
• Display a Different Page.
• Change the Order of Fields Within an Area.
• Change the Report Layout.
• Sort PivotTable Data with AutoSort.
• Move Row and Column Items.
• Filter Row or Column Items.
• Filter PivotTable Values.
• Hide Items in a Row or Column Field.
• Show Hidden Items in a Row or Column Field.
• Show Pages as Worksheets.
• Group Numeric Values.
• Group Date and Time Values.
• Group Text Values.
• Hide Group Details.
• Show Group Details.
• Ungroup Values.
• Change the Page Area Layout.

Customizing Pivottable Fields

• Rename a PivotTable Field.
• Rename a PivotTable Item.
• Format a PivotTable Cell.
• Apply a Numeric Format to PivotTable Data.
• Apply a Date Format to PivotTable Data.
• Apply a Conditional Format to PivotTable Data.
• Show Items with No Data.

Setting Pivottable Options

• Apply a PivotTable Quick Style.
• Create a Custom PivotTable Quick Style.
• Preserve PivotTable Formatting.
• Rename the PivotTable.
• Turn Off Grand Totals.
• Merge Item Labels.

Performing Pivottable Calculations

• Change the PivotTable Summary Calculation.
• Create a Difference Summary Calculation.
• Create a Percentage Summary Calculation.
• Create a Running Total Summary Calculation.
• Turn Off Subtotals for a Field.
• Display Multiple Subtotals for a Field.

Creating Custom Pivottable Calculations

• Introducing Custom Calculations.
• Understanding Custom Calculation Limitations.
• Insert a Custom Calculated Field.
• Insert a Custom Calculated Item.
• Edit a Custom Calculation.

Creating A Pivotchart

• Understanding PivotChart Limitations.
• Create a PivotChart from a PivotTable.
• Create a PivotChart Beside a PivotTable.
• Create a PivotChart from an Excel Table.
• Move a PivotChart to Another Sheet.
• Filter a PivotChart.
• Change the PivotChart Type.
• Sort the PivotChart.
• Add PivotChart Titles.
• Move the PivotChart Legend.
• Display a Data Table with the PivotChart.
• Print a PivotChart.
• Delete a PivotChart.

Disperate And External Data Sources

• Create a PivotTable from Multiple Consolidation Ranges.
• Create a PivotTable from an Existing PivotTable.
• Create a PivotTable from External Data.

Designing Effective Dashboards

• Principles of Dashboard Design
• Choosing the Right Visualizations (Charts, Graphs)
• Best Practices for Data Presentation

Integrating Pivot Tables into Dashboards

• Creating a Dashboard from Multiple Pivot Tables
• Using Pivot Charts for Visual Representation

Adding interactivity

• Adding Interactivity with Timelines and Slicers
• Creating dynamic labels ( form controls or formula driven )
• In-cell charting
• Creating visualization with some special fonts
• Building interactive interface

Finalizing and Sharing Your Dashboard

• Formatting for Clarity and Impact
• Exporting and Sharing Your Dashboard
• Tips for Presenting Your Findings