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Microsoft Excel: Analyzing Data: PivotTable

29 Nov, 2021, Virtual Classroom Training

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Venue Details

Virtual Classroom Training


Contact us

FOR COURSE DETAILS

Juliany,

Office: 03 2283 6109

Mobile: +60 122281247

juliany@ipa.com.my

Phoebe,

Office: 03 2283 6100

Mobile: +60 193637822

phoebe@ipa.com.my

Bee Teng,

Office: 03 2282 6112

Mobile: +60 172566121

beeteng@ipa.com.my

FOR CUSTOMISED IN-HOUSE TRAINING

Jane,

Office: 03 2283 6101

Mobile: +60 129418251

jane@ipa.com.my

Keith,

Office: 03 2283 0000

Mobile: +60 162272735

keith@ipa.com.my

ADDRESS

A-28-5, 28th Floor, Menara UOA Bangsar,
No.5, Jalan Bangsar Utama 1,
59000 Kuala Lumpur

FOCUSING ON
  • Getting Started with Pivot Table
  • Quick Summary using Pivot Table
  • Advance Analysis with Pivot Table
  • Building Interactive Chart & Others
OBJECTIVE
A PivotTable is a powerful tool to calculate, summarize, and analyze data that lets you see comparisons, patterns, and trends of a large amounts of data. You can use a PivotTable to analyze numerical data in detail and answer unanticipated questions about your data. Moving rows to columns or columns to rows (or “pivoting”) to see different summaries of the source data. Both PivotTables and PivotCharts enable you to make informed decisions about critical data in your company.
COURSE LEARNING OUTCOMES (CLO)
  1. Define the best practice using a Database to build PivotTable Reports in Microsoft Excel.
  2. Perform data analysis using the Microsoft Excel PivotTable Features.
  3. Show the right method to connect the Data from multiple source.
  4. Choose the best visual to represent the Data.
  5. Perform consolidation of multiple source data using PivotTable Wizard.
WHO SHOULD ATTEND

  • Personnel who use Microsoft Excel to analyse and prepare management reports, especially Administrative, Operational and Middle Management Staff.

    COURSE REQUIREMENTS

  • Participants should be able to use a PC at the beginner level
  • Basic knowledge and functionality of Microsoft Excel Microsoft Office 2013 and above
METHODOLOGY
  • Guided Learning, group-paced, hands-on classroom training with real life examples for business applications.
  • Challenging exercises are set based on practical applications for typical organizational functions such as HR, Admin, Production, Sales etc.
COURSE CONTENT
9:00

PivotTable

  • Get to know a PivotTable
  • The Best Practice using a database for PivotTable
 

Creating PivotTable

  • Database Pre-requisite for preparing a PivotTable Report
  • Designing a PivotTable
  • Adding Elements to the Report
  • Creating a Report Filter
    - Use Table Field as Report Filter
    - Use the Report Filter
    - Reset the Filter
  • Use Slicers to Filter Report
    - What is Slicers?
    - Remove Slicer
  • Update the Data Source
    - Changes Data Sources
  • Create a dynamic Range for the Data Table
10.45

Customizing a PivotTable

  • Format a PivotTable
    - Use PivotTable Style
    - Number and Text Format
    - Explore the PivotTable Options
    - Use the Value Field Settings
  • Subtotals
  • Show Value As
  • PivotTable Print Options
  • Grand Totals
  • Report Layout
1:00 Lunch
2:00

Grouping, Sorting and Filtering

  • Grouping Pivot Fields
    - Dates
    - Number Fields
    - Text
  • Ungrouping
  • Sort& Filtering the PivotTable
 

Use “Fields, Item and Sets”

  • Creating Calculated Field
  • Creating Calculated Item
  • Edit and Delete Calculated Field or Item
 

Pivot Charts

  • Convert PivotTable to PivotChart
 

PivotTable Wizards

  • Multiple Consolidation Ranges
5:00 End of Course