Excel PivotTables 2013: The Ace Analytical Tool of Excel (IMEO40K)

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Learn in Detail about PivotTable: The Ace Analytical Tool of Excel

Excel has a variety of tools like sorting and filtering to manage large lists of data, but if you need to analyze all that data and do it quickly, there's no better feature than a PivotTable. You can quickly create a compact summary report (based on tons of data) without needing to write complex formulas or rely on lengthy techniques.

The PivotTable feature is perhaps Excel's best analytical tool and in addition to its speed, you get amazing flexibility and dynamism that let you quickly change the data interrelationships you're viewing. Most PivotTable users discover that the feature is relatively easy to learn, but not so easy if you are simply seeing the instructions on the printed page; this is a visually-oriented feature based on displaying fields in different locations. You'll be amazed to see how in very little time, you can create a complete summary report with tons of data and you won't even need to write complex formulas and rely on obscure techniques.

In this program, you will learn how to:

• Compare two or more fields in a variety of layout styles
• Sort and filter results
• Perform ad-hoc grouping of information
• Use Slicers instead of filters to identify which field elements are being displayed
• Drill down to see the details behind the summary
• Categorize date/time data in multiple levels
• Create a Pivot Chart that is in sync with a PivotTable
• Add calculated fields to perform additional analysis
• Hide or reveal detail/summary information with a simple click
• Deal with dynamic source data and the 'refresh' concept
• Create a PivotTable based on data from multiple worksheets

Benefits of the session

• Pre-requisites for source data - preparing data so that it can be analyzed by PivotTables
• Creating a PivotTable with a minimum number of steps, including the new Recommended PivotTables option now available in Excel 2013
• Manipulating the appearance of a PivotTable via dragging and command techniques
• Using Slicers to accentuate fields currently being shown (and which ones are not)
• Using the new (in Excel 2013) Timeline feature
• Creating ad-hoc and date-based groupings within a PivotTable
• Exploring the best techniques for updating PivotTables

Who should attend

Anyone familiar with many of Excel's features, but who might have had little or no experience with using PivotTables is a good candidate for this course. Also, those users familiar with PivotTables but new to Excel 2013 will benefit from this session. Although widely used with financial data, you can create PivotTables based on a variety of source data - the feature is potentially valuable to nearly all Excel users.