Course Outline

Excel Pivot Tables

Pivot Table Fundamentals
  • What is a Pivot Table?
  • When and Why to use a Pivot Table
  • Pivot Table anatomy
    Row area
    Data area
    Column area
    Page area
    Pivot Table cache
  • The PivotTable Toolbar
  • Pivot Table limitations

Creating a Pivot Table

  • Preparing Data
    Guidelines for Good Data Source Design
    - Tabular layout
    - Headings
    - Practices to avoid
    - Formatting fields
    - Cleaning up messy source data
  • Introduction to the Pivot Table Wizard Pivot Table location considerations
    - New worksheet
    - Existing worksheet
    Existing worksheetPivot Table Layout Dialog Box
  • Adding Fields to the Pivot Table
  • Rearranging the Pivot Table
  • Managing Changes and Additions to Source Data Changes to Cells only
    New Rows or Columns
  • Copying and Deleting Pivot Tables

Customizing Fields in a Pivot Table

  • Using the Pivot Table Field Dialog Box
  • For Row and Column Fieldss
    For Page Fields
    For Data Fields
  • Customizing Field Names
  • Formatting Data Fields
  • Count, Sum and Other Summary Calculations
  • Adding and Removing Subtotals
  • Using Running Totals

Formatting a Pivot Table

  • Using AutoFormat
  • Custom Formatting
  • Setting Table Options Grand Totals
    Merged Labels
    Preserve Formatting
    Repeat Item Labels

Controlling What’s Viewed in a Pivot Table

  • Using the Show and Hide Options
    Row Fields
    Column Fields
    Items without Data
    Page Fields
    Data Fields
  • Sorting in a Pivot Table
    AutoSort and AutoShow
    Manual Sort
    Standard Toolbar Sort
  • Grouping Data
    Grouping Date Fields
    Grouping Numeric Fields
    Grouping Text Fields
    Ungrouping
  • Using Drill-down to View Detail Data
  • Using Pages to View Data Subsets

Using Calculations in a Pivot Table

  • Distinguish Calculation Fields and Calculation Items
  • Using Multiple Methods to Create Calculation Fields and Items
  • Rules for Pivot Table Calculations
  • Managing Pivot Table Calculations

Using Disparate Data Sources in a Pivot Table

  • Working with Multiple Ranges of Data
    Anatomy of a Multiple Consolidation Range Pivot Table
    Creating a Pivot Table from another Pivot Table
  • Working with External Data Sources
    Using the Pivot Table Wizard to get External Data
    Getting External Data without the Pivot Table Wizard
    Creating Dynamic Pivot Tables

Creating and Using Pivot Charts

  • What is a Pivot Chart?
  • Creating a Pivot Chart
  • Rules and Limitations of Pivot Charts
  • Alternatives to Pivot Charts

Class Wrap-up

  • Quick Highlights
  • Recap Questions and Answers
  • Additional Resources

Prerequisites:  Microsoft Excel Level Two or equivalent experience.

Revised 8/11/08

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