Excel Pivot Tables. What to Expect? Produce powerful dynamic reports and leverage the flexibility of pivot tables.

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1 Excel Pivot Tables Produce powerful dynamic reports and leverage the flexibility of pivot tables. What to Expect? Pivot tables are fundamental for summarizing and visualizing data. This half-day training covers all aspects of pivot tables and enables you to transform large datasets into clear summary reports. As you go through exercises, you will become well-versed in using pivot tables in your work. Duration: One day 09:30-17:30 Locations: Amsterdam Berlin Düsseldorf Münich Zürich Price: 495 (excl. VAT) Group discounts available Contact Us:

2 Objectives By exploring the features of pivot tables this training enables you to work more efficiently with larger datasets. Specifically, you will be able to comfortably build and rearrange pivot tables, opening up much potential for time savings and more flexible and professional reporting. Who is It For? The training is well-suited for individuals that work frequently with a lot of data and are looking for quicker ways to build reports and perform analysis. Some prior knowledge of basic excel functionalities is required. About us The transformation of data into meaningful information is crucial for making the right business decisions. We help you to manage the ever widening stream of data in the most time-efficient ways. With trainings that are adjusted to your industry and function, you will quickly become an expert in organizing, analyzing, and visualizing data to gain more insights. In a nutshell - our trainings enable you to do more work in significantly less time and with better results.

3 Training Topics Pivot table fundamentals The pivot table is one of the most sophisticated and powerful features of Excel. With just a few mouse clicks; pivot tables enable to you to summarize your data in a form of a dynamic report that can be transformed on the fly. In the first part of this training you will discover the most important functionalities of this feature and learn how to structure your data before creating a pivot table. Why and when should I use pivot tables? What are the elements of a pivot table? How should I prepare my data to construct a pivot table? Understanding the power of pivot tables Find out why pivot tables are often the most efficient tool to calculate and analyze data. Pivot table structure Discover four areas of the pivot table and the role they play in your reports. Data design for pivot tables Learn how to correctly structure your source data to be used in your pivot tables. Creating and editing pivot tables Once the source data is structured in a tabular format, creating and editing a pivot table is both easy and intuitive. You will discover the ways in which you can create pivot table from your data and learn how to add fields to your pivot table areas. How can I create a pivot table? What happens with the pivot table when my source data changes? How can I filter my pivot table based on various criteria?

4 Adding fields and rearranging a pivot table report Working with the pivot table field list dialog. Learning how dragging fields across areas affect the pivot table. Incorporating data source changes Managing pivot table refresh options. Setting up data source to be more responsive to changes. Inserting a filter field and adding layers Creating and using pivot table filters. Adding a new dimension to your report with the pivot table field list. Customizing pivot tables The flexibility of pivot tables stems not only from their easy drag-and-drop field management but also from a high number of ways in which you can customize the final report. This section focuses on key options you can use to adapt your pivot table. How can I change the layout of my pivot table? What possible ways of summarizing my data are they? Changing the report layout and formatting Choosing the right way to display the pivot table report and adjusting the number format. Adding grand totals and multiple subtotals Controlling the totals/subtotals display settings. Changing the type of calculation used to summarize values Choosing the suitable type of calculation for your pivot table values area. Adjusting the display settings for calculated values Exploring various ways to display data in your report (running total, percentage of the total etc.).

5 Grouping, sorting, and filtering Pivot tables are a great tool to use for large datasets; however, frequently you will want to group, sort or filter that data in your pivot table so that you can focus on a discrete part or look for trends. Excel offers various ways to slice and dice the report without disrupting the core structure of the pivot table. Explore how to effectively group data, sort values and fields and apply various type of filters. Can I group my data by weeks, months and years? How can I add a slicer or timeline to my pivot table report? What sorting options are available within a pivot table? Grouping dates and times, values, and text fields Exploring various way to group your data, using grouping criteria, selecting group categories manually. Using filters for row and column fields Working with row and column field filters, using label, data and number filters. Filtering using the filters area, slicers and timelines Managing the filter area of pivot tables, adding multiple filter fields. Creating slicers and timelines and managing connections for multiple pivot tables. Sorting in a pivot table Using built-in sorting features. Building custom sorting orders. Performing calculations When working with pivot tables it is crucial to understand various ways of adding calculations to your report as they all carry important consequences. In this part of training we will discuss all possibilities in details and learn how to create and manage calculated fields and calculated items. How can I add a calculated field to my pivot table? What is the solve order of my pivot table?

6 Alternative methods for pivot table calculations Exploring various ways to deal with additional calculations. Discussing the advantages and disadvantages of each method. Calculated fields and items Inserting calculated field and items, building formulas from pivot table field list. Managing and maintaining pivot table calculations Editing and deleting existing calculations, managing solve order and documenting formulas. Pivot charts While pivot tables are great for create summaries and analyzing data, they may not be ideal to display the data. Luckily, Excel can be used to easily generate pivot charts with many of the features that make pivot tables so flexible and powerful. This part of the training will focus on visualizing your pivot table data with charts and conditional formatting. How can I create and customize a pivot chart? Are there alternatives to using pivot charts? Creating and editing a pivot chart Using Excel s ribbon to create a pivot chart. Rearranging pivot chart fields, adding filters, slicers and timelines. Applying conditional formatting within a pivot table Creating data bars and applying conditional formatting to your data tables to enhance data visualization. Pivot chart limitations and alternatives Exploring alternatives to pivot charts such as hardcoding pivot table values and deleting the underlying table.

7 Internal data model In real world, source data does not always come in a form of a consolidated range. In fact, often various parts of the data you want to analyze will come from separate tables. Excel introduces a feature that enables you to create relationships between disparate data sources (both internal and external) and combine them in data model that you can analyze in its entirety. This section discusses more advanced aspects of pivot tables and provides an overview of using the internal data model. How can I add a data to my data model? How can I define relationships between tables in Power Pivot? Building a data model and managing relationships Preparing data for the data model, converting ranges to tables. Adding and removing tables from the data model Using pivot table dialog box to add data to the data model, creating relationships using dialog box and Power Pivot. Building a pivot table using external data sources Incorporating data from external sources such as Microsoft Access, SQL Server and other.

8 Why Choose our Trainings? Business Focus You will learn practical skills and methods that can be applied straight away. Exercises and cases are based on common business challenges while content is continuously validated by working professionals from different industries. Online resources You will gain access to our online resource database XL+. Every day new information is added here that helps you to apply what you had learned during our trainings sessions and stay on top of the latest developments. Expert Knowledge Our trainers are experts in the field of data analysis and automation with Excel. They have helped many companies build cost effective solutions with Excel and incorporate this experience in our trainings. Continuing Support To ensure that you can apply what you have learned during our trainings, our team stands ready to give you a timely response to any questions you may still have. Flexible We take greatest care that the training content as well as the facilities satisfy your training requirements. International We operate internationally and the training content as well as delivery method are very well suited to professionals working in multinational organizations.

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