Microsoft Excel Excel Learning Pivot Tables 2007

Excel Learning Pivot Tables 2007

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  • Course Delivery: Virtual Classroom
  • Language: English

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Description

This course is for Excel users who want to learn about Pivot Tables.

If you work with financial data, logistics records, sales orders, customer service reports, web site statistics, resource tracking, event planning, or any other set of records, a Pivot Table can help you review, analyze, monitor, and report on the data Learning PivotTables in Excel.

This course explains what Pivot Tables are, how you can benefit from using them, how to create them and modify them, and how to use their enhanced features Additionally, learn Pivot Table tips and tricks that cannot be found elsewhere.



 

Course Objectives

Lesson objectives help students become comfortable with the course, and also provide a means to evaluate learning. Upon successful completion of this course, students will be able to:

  • Summarize thousands of records in a Pivot Table with a few clicks of the mouse
  • Quickly change the Pivot Table layout to view a different summary of the data
  • Filter a Pivot Table to focus on one region or the top products
  • Add colors or icons to highlight the high or low results
  • Use calculations to enhance the Pivot Table summaries
  • Create visual impact with a pivot chart

 

Topics Covered

Lesson 1: Introducing Pivot Tables
  • What Is a Pivot Table?
  • Understanding the Benefits of Using Pivot Tables
  • Preparing to Create a Pivot Table
  • Planning for Source Data in Excel
  • Opening the Sample File
  • Organizing Data in Rows and Columns
  • Adding Column Headings
  • Entering Similar Data in Each Column
  • Separating Data into Multiple Columns
  • Removing Repeated Columns
  • Entering Related Data in Each Row
  • Creating an Isolated Block of Data
  • Creating an Excel Table
  • Exploring the Excel Table Features
  • New Rows Are Automatically Included
  • Headings Are Automatically Created for New Columns
  • Deleting Rows and Columns
  • Headings Remain Visible
  • Table Is Automatically Named
  • Data Is Easily Sorted
  • Data Is Easily Filtered
  • Removing a Filter to View All the Data
  • Saving the File

Lesson 2: Creating a Pivot Table
  • Exploring an Insurance Policy Example
  • Creating the PivotTable Layout
  • Adding Fields to the Pivot Table Layout
  • Changing the Pivot Table Layout
  • Adding More Fields to the Pivot Table
  • Moving Fields in the Pivot Table Layout
  • Charting the Data in a Pivot Table

Lesson 3: Modifying a Pivot Table
  • Changing a Pivot Table
  • Clearing a Pivot Table
  • Adding Fields to Specific Areas of the Pivot Table
  • Adding a Report Filter
  • Changing the Filter
  • Filtering for Multiple Items Removing a Report Filter
  • Updating the Pivot Table Changing the Source Data
  • Viewing New Data in the Pivot Table
  • Changing the Summary Function
  • Applying a PivotTable Style
  • Deleting a Pivot Table

Lesson 4: Summarizing Data
  • Exploring a Work Orders Example
  • Using the Summary Functions Showing Multiple Value Fields
  • Changing the Value Field Headings
  • Showing Multiple Summaries for One Value Field
  • Showing or Hiding Grand Totals Creating Subtotals
  • Showing or Hiding Subtotals
  • Showing Subtotals Above or Below Items
  • Changing the Function for a Subtotal
  • Creating Additional Subtotals
  • Grouping Numbers and Dates
  • Grouping Numbers
  • Ungrouping Items
  • Grouping Dates
  • Grouping Selected Items

Lesson 5: Formatting a Pivot Table
  • Controlling the Report Layout
  • Applying Outline Form Layout
  • Applying Tabular Form Layout
  • Applying Compact Form Layout
  • Adding Blank Rows in the Layout Using a Pivot Table Style
  • Adding Row and Column Shading
  • Applying Banded Rows to the Pivot Table
  • Applying Banded Columns to the Pivot Table
  • Formatting the Row and Column Headers
  • Removing Row Header Formatting
  • Removing Column Header Formatting
  • Removing a Pivot Table Style
  • Creating a Pivot Table Style
  • Applying a Custom Pivot Table Style
  • Modifying a Custom PivotTable Style
  • Duplicating a Pivot Table Style
  • Deleting a Custom Pivot Table Style
  • Using Themes
  • Viewing the Current Theme
  • Viewing the Theme Colors
  • Viewing the Theme Fonts
  • Viewing the Theme Effects
  • Applying a Theme
  • Saving the File

Lesson 6: Sorting and Filtering in a Pivot Table
  • Adding Report Filters
  • Adding a Report Filter
  • Adding Multiple Report Filters
  • Changing the Order of Report Filters
  • Arranging Report Filters
  • Arranging the Report Filters Horizontally
  • Arranging the Report Filters Vertically
  • Clearing All Filters
  • Moving Labels
  • Dragging Labels to a New Position
  • Using Commands to Move Labels
  • Moving Labels by Typing
  • Sorting Labels
  • Sorting the Labels with a Ribbon Command
  • Sorting Labels with a Context Menu
  • Sorting Labels with the Heading Drop-Down List
  • Sorting Values
  • Sorting from Smallest to Largest
  • Sorting from Largest to Smallest
  • Sorting a Grand Total Row
  • Sorting from Left to Right
  • Sorting Automatically When the Pivot Table Changes
  • Preventing Automatic Sorting
  • Restoring Automatic Sorting
  • Sorting Labels in a Custom Order
  • Creating a Custom List
  • Sorting with a Custom List
  • Sorting Without Using a Custom List
  • Filtering Row and Column Labels
  • Filtering for Begins With
  • Filtering for Contains
  • Viewing Filter and Sort Information
  • Removing Filters
  • Filtering Values
  • Filtering Values for Row Fields
  • Filtering Values for Column Fields
  • Filtering for a Date Range
  • Clearing the Filters
  • Filtering for a Specific Date Range
  • Filtering for a Dynamic Date Range
  • Applying a Manual Filter
  • Including New Items in a Manual Filter
  • Filtering by Selection
  • Showing Top and Bottom Items
  • Filtering for the Top Items
  • Filtering for the Bottom Percent
  • Filtering for the Top Sum

Lesson 7: Creating a Pivot Table from External Data
  • Creating a Pivot Table from a Text File
  • Importing the Text File
  • Modifying the Connection
  • Changing the Security Setting
  • Creating the Pivot Table
  • Creating a Pivot Table from an Access Query
  • Connecting to the Access Query
  • Modifying the Connection to the Access Query
  • Using an Existing Connection to Create a Pivot Table
  • Creating a Pivot Table from an OLAP Cube
  • Understanding OLAP Cubes
  • Connecting to an OLAP Cube
  • Modifying the Connection to the OLAP Cube

Lesson 8: Updating a Pivot Table
  • Updating an Excel Table
  • Changing an Excel Data Source
  • Refreshing All Pivot Tables in a Workbook
  • Retaining Deleted Items
  • Changing an Access Data Source
  • Step : Download the New Database, and Open the Excel File
  • Step : Create a New Connection and a Temporary Pivot Table
  • Step : Change the Existing Pivot Table So It Uses the New Connection
  • Step : Remove the Temporary Pivot Table and the Old Connection
  • Refreshing the Pivot Table Regularly
  • Saving Source Data with the File

  • Lesson 9: Creating Calculations in a Pivot Table
  • Creating Custom Calculations
  • Using Difference From
  • Using % Of
  • Using % Difference From
  • Using Running Total In
  • Using % of Row
  • Using % of Column
  • Using % of Total
  • Using Index
  • Creating Formulas
  • Creating a Calculated Field
  • Editing a Calculated Field
  • Creating a Complex Calculated Field
  • Using Calculated Fields in Formulas
  • Understanding a Calculated Field
  • Deleting a Calculated Field
  • Creating a Calculated Item
  • Editing a Calculated Item
  • Creating a List of Formulas
  • Changing the Solve Order

Lesson 10: Enhancing Pivot Table Formatting
  • Applying Conditional Formatting
  • Using a Two‐Color Scale
  • Removing Conditional Formatting
  • Applying a Three‐Color Scale
  • Using an Icon Set
  • Using Data Bars
  • Formatting Top Items
  • Formatting Cells Between Two Values
  • Formatting Labels in a Date Period
  • Editing a Rule for Data Bars
  • Changing the Order of Rules
  • Changing the Pivot Table Layout
  • Deleting a Rule
  • Setting Format Options
  • Controlling Column Width
  • Showing Items with No Data
  • Hiding Buttons and Labels

Lesson 11: Creating a Pivot Chart
  • Creating a Default Pivot Chart
  • Exploring the Pivot Chart
  • Using the PivotChart Filter Pane
  • Moving Fields in the Pivot Chart
  • Changing the Pivot Chart Layout
  • Changing the Chart Style
  • Adding Fields to the Pivot Chart
  • Changing the Chart Type
  • Viewing the Pivot Table
  • Creating a Line Pivot Chart
  • Creating Multiple Series
  • Formatting a Series
  • Adding a Chart Title
  • Changing the Pivot Chart Legend
  • Resizing a PivotChart
  • Moving a Pivot Chart
  • Adding Data Labels to a Series
  • Adding a Trend Line
  • Creating a Variable Chart Title
  • Exploring Other Pivot Chart Features
  • Creating a Pivot Table from External Data
  • Creating a Pivot Table from a Text File
  • Importing the Text File
  • Modifying the Connection
  • Changing the Security Settings
  • Creating the Pivot Table
  • Creating a Pivot Table from an Access Query
  • Connecting to the Access Query
  • Modifying the Connection to the Access Query
  • Using an Existing Connection to Create a Pivot Table
  • Creating a Pivot Table from an OLAP Cube
  • Understanding OLAP Cubes
  • Connecting to an OLAP Cube
  • Modifying the Connection to the OLAP Cube

Lesson 12: Printing and Extracting Data from a Pivot Table
  • Using the Show Details Feature
  • Extracting Records with the Show Details Feature
  • Formatting the Extracted Records
  • Changing the Default Table Style
  • Disabling Show Details
  • Using Show Report Filter Pages
  • Printing a Pivot Table
  • Changing the Print Options
  • Adding Page Breaks After Items
  • Using the GetPivotData Function
  • Using Cell References in GetPivotData Formulas
  • Turning Off the Generate GetPivotData Feature

Appendix: Key Skills
Downloading the Sample Files
Saving a File
Converting a File from an Earlier Version
Sharing Files with Users of Earlier Versions
Turning On the ScreenTips Feature
Turning On Contextual Tips
Adjusting Regional Options
Adjusting Security Settings

 

Prerequisites

There are no prerequisites for this course.

 

Subject Matter Expert

Productivity Point Global is led by a team of individuals with world-class experience in professional development skills and leading edge technologies. These established professionals collaborate to drive PPG's business forward through entrepreneurial innovation, strategic partnerships, brand management and sales growth.
Productivity Point Global, previously ExecuTrain of Florida, began in 2003 and evolved out of a desire to increase our outreach both nationally and internationally. Utilizing the highest standard in customer service combined with our subject matter experts and high-end training venues, PPG has carved a niche by consistently expanding our corporate and government client base, originally hosted in the southeastern region of the US.
By consistently setting quality as the benchmark of our value system, PPG combines strategic partnerships and cutting edge technology with our determined efforts to branch out into other regions. PPG's combination of technology and professional skills training, IT outsourcing, and event hosting enables us to place a focused emphasis on the diversified business needs of our clients.
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