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Microsoft Excel Pivot Tables Training Course Beginners

Beginners Microsoft Excel Pivot Tables Course Overview

You need to get answers to questions and you need them quickly. How many people buy a certain product? In which month should we discount that product? If you've yet to embrace Pivot Tables, then you won't know how quickly you can get answers. Not only that but you can within minutes create effective summary tables and charts to be used in presentations and reports.

This course is designed specifically to look at Pivot Tables. You will learn how to correctly structure data, learning various Excel formulas and functions to enable you to do this. We will also take a look at the PowerPivot plugin in Excel, giving you an opportunity to use DAX with multiple data sources.

What You'll Learn

  • Quickly summarise large sets of data using powerful Pivot Tables.
  • Easily structure your data with Excel formulas like VLOOKUP, SUMIF, and INDEX MATCH.
  • Create interactive visual reports with Pivot Charts, Slicers, and Timelines.
  • Discover how PowerPivot and DAX calculations can connect multiple data sources.
  • Gain practical skills to prepare insightful presentations and reports in minutes.

Course Duration: 1 Day

Course Prerequisites

To make the most out of this course, you should have:

  • Experience using Excel, including creating simple formulas.
  • A basic understanding of managing worksheets, such as adding rows and columns.

Complete Course Outline

Pivot Table Formulas

  • If Function
  • SUMIF
  • Flash Fill
  • VLookup
  • Index Match Function

Tables

  • Creating Tables
  • Using Functions with Tables
  • Sorting Data in Tables
  • Adding & Deleting Rows
  • Converting a Table back to a Range

Pivot Tables

  • Creating a Pivot Table from existing data in Excel
  • Formatting Pivot Table Data
  • Filtering and Sorting Data in Pivot Tables
  • Dates and Pivot Tables
  • Slicers and Timelines
  • Connecting Pivot tables using Slicers
  • Timelines
  • Pivot Charts

PowerPivot

  • Installing PowerPivot
  • Adding a Table to PowerPivot

Performing Basic DAX calculations

  • Inserting a column in PowerPivot
  • Creating a calculated column
  • Formatting data in columns
  • Adding data from a text file
  • Creating relationships
  • Pivot Tables the PowerPivot way
  • Date calculations in DAX
  • Setting a Date Order
  • Calculated Fields
  • Year to Date function in DAX
  • Viewing Sales from previous day
  • Using a Calendar Table