Mastering Pivot Table

21 Nov, 2024, AC Hotel Kuala Lumpur by Marriott

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Learn from the Best

Theresa Morgis
Microsoft Application Trainer


Theresa Morgis is certified Microsoft Trainer and a certified HRDF trainer. She has more than 20 years of
training experience in Microsoft products. Theresa is well versed in Microsoft Application products: MS Excel,
Word, and PowerPoint (Basic to Advance Level).


Her years of experience in this field has also encouraged her to develop and customize her own training
materials and she occasionally customise specific course manuals upon requests.


Theresa has conducted training for CEO’s, vice presidents, directors, accountants, managers, secretaries,
production operators and clerical staffs.


Her Clients include Shell Malaysia, ASTRO, Bolton Bhd, SMBC Bank, Pos Malaysia, TNB, Petronas, Honda,
Ingram Micro, Maybank Bhd, Bank Simpanan Nasional, Telekom Malaysia, Nippon Oil, RHB Bank, Public Bank
Bhd, CIMB, Hilton Hotel, Touch N Go, PLUS, Ansat Broadcast, Sunway University, Monash University, UNITAR,
Ambank, Zuellig Pharma, HERO and more.

Venue Details

AC Hotel Kuala Lumpur by Marriott
9 Jalan Lumut,, Off Jalan Ipoh,, 50400 Kuala Lumpur - 50400
Phone : (603) 4042 8000

https://www.marriott.com/en-us/hotels/kulka-ac-hotel-kuala-lumpur/overview/?scid=45f93f1b-bd77-45c9-8dab-83b6a417f6fe&y_source=1_MTQ2 NDU5MDEtNDgzLWxv Y2F0aW9uLndlYnNpdGU%3D

Contact us

Juliany,
03 2283 6109
juliany@ipa.com.my

Phoebe,
03 2283 6100
phoebe@ipa.com.my 

FOR CUSTOMISED IN-HOUSE TRAINING
Jane,
03 2283 6101
Jane@ipa.com.my

ADDRESS 
A-28-5, 28th Floor, Menara UOA Bangsar, 
No.5, Jalan Bangsar Utama 1, 
59000 Kuala Lumpur
www.ipa.com.my

FOCUSING ON
  • Excel Table
  • Analyse Data with Pivot Table
  • Formatting The Pivot Table
  • Advance Pivot Table Options
  • Pivot Table Calculations
  • Data Visualisation: Pivot Chart, Slicers, Timeline & Conditional formatting
  • Working with External Raw Data
Course Objective
Pivot Table is a powerful and useful tool in Microsoft Excel. Learning to master it is especially important for those who are dealing with large databases. Users can analyse and visualize data in various ways. Pivot Table users will be able to summarize and make the report more meaningful. This course will help the users to understand and unleash the full potential of this amazing feature.
AFTER ATTENDING THIS COURSE YOU WILL RETURN TO YOUR JOB…
  1. Creating and formatting PivotTable and Pivot Chart.
  2. Performing calculation in PivotTable using functions and calculated fields.
  3. Connecting Slicer and Timeline to multiple PivotTables.
  4. Grouping dates, text, and numbers in PivotTable.
  5. Enhancing data visualizing using sparklines and Conditional Formatting.
  6. Creating interactive dashboard with Pivot Chart, slicer and timeline.
WHO SHOULD ATTEND

This course is recommended for anyone who wants to learn how to use Excel pivot tables more efficiently and effectively for data analysis.

This course is only suitable for participants who have basic experience in using PivotTable. It doesn’t matter what position you are in the business hierarchy; this 1-day course gives you a complete understanding of the use of Pivot Tables in Microsoft Excel.

*Prerequisite: To ensure your success, we recommend that you have a good basic working knowledge of Excel. Participants can obtain this level of skill through our Excel Basic and Intermediate and courses

METHODOLOGY
This training is a Instructor Led Training – interactive lectures which includes discussions and practical exercises.
COURSE CONTENT
9:00

MODULE 1: EXCEL TABLE

  • Understanding Excel Table
  • Convert Data Range to Table
  • Applying different styles
  • Removing Duplicates
  • Activating Calculated columns
  • Using slicer to filter date
 

MODULE 2: ANALYSING DATA WITH PIVOT TABLE

  • Why PivotTable?
  • Identify data types and Source
  • Sumarise data with Pivot Table
  • Create the PivotTable Report
10.45

MODULE 3: MANIPULATING THE PIVOTTABLE

  • Formatting Pivot Table
  • Refreshing the Pivot Table
  • Pivot Table Option Button
  • Filtering Data in Pivot Table
  • Changing Sorting Order
  • Creating Custom Groups In Pivot Tables
12.00

MODULE 4: ADVANCE PIVOT TABLE OPTIONS

  • Changing Pivot Table Options
  • Using Slicer
  • Filter with Slicer
  • Timeline
1:00 Lunch
2:00

MODULE 5: PIVOT TABLE CALCULATIONS

  • Summary Calculations
  • Multiple Value Fields
  • Custom Calculations
  • Adding Calculated Fields
  • Adding Calculated Items
  • Performing Distinct Count in PivotTable
  • Working on GETPIVOTDATA
3:00

MODULE 6: DATA VISUALISATION IN PIVOT TABLE

  • Creating PivotChart
  • Edit and Format Pivot Chart
  • Connect Slicers & Timeline to Multiple Pivot Chart
  • Understanding Conditional Formatting
  • Apply conditional Formatting in Pivot Table
3:45

MODULE 7: WORKING WITH EXTERNAL DATA

  • Creating a Pivot Table Based on External Data
  • Create a Pivot Table Consolidated from multiple worksheets
  • Page fields in consolidation
  • A single page field
  • Multiple page fields
5:00 End of Course