Microsoft Excel 2013 / 2016 Pivot Table Workshop - Level 3 / Advanced

Understanding Pivot Tables

• Types of Pivot Table reports
• Source data for Pivot Table reports
• Creating Worksheet Lists

Using Names

• Create a Name
• Using a Name in a Formula
• Creating Names for a Multiple Rows or Columns
• Creating Names for a Value or Formula

Creating a Pivot Table

• Pivot Table Field List
• Completing the Report
• Pivot Table Tools
• Rearranging the Pivot Table
• Changing the Report Field Titles
• Formatting Data Fields

Using the Report Filter

• Displaying Filtered Fields on Separate Worksheets

Formatting the Pivot Table

• Sorting Data
• Removing Data
• Refreshing Data

Using Formulas Functions

• Create a Calculated Field
• Create Implicit Calculated Fields (Previously Called “Measures”)
• Add or Remove Subtotals in a Pivot Table Report
• Display or Hide Details

Working with Multiple Data Ranges

• Setting Up the Source Data
• Using Named Ranges When Source Data is Likely to Expand

Creating PivotCharts

• Creating the Chart
• Moving the Chart to a New Worksheet
• Chart Tools
• Using Pivot Table Data Outside the Pivot Table Report
• Create relationships between data from different sources and between multiple tables in a PivotTable

Creating a Pivot Table from a Database

• Databases You Can Access
• Refreshing the Data

Publishing an Excel Workbook

• When to Use Excel Services

Upon successful completion of this course, students will be able to understand, create, and format PivotTables.

Previous experience with Office 2013/2016 and Intermediate Excel skills as provided in the following course:

This course is intended for students who have experience working with Excel and would like to learn more about Pivot Tables.