Excel Pivot Table - How to Tame the Excel Beast!

Excel Pivot Table - How to Tame the Excel Beast!

The course is presented in four parts.

First, the course illustrates where does pivot table stand in the Excel Techniques, and brings up the topic of when to and when NOT to use a pivot table.

Second, we use a business case to compare ways of reporting on huge data – Formulas vs. Pivot Tables, and point out the pros and cons of Pivot Tables:

o No complex formulas needed

o Easy to drag and drop

o Drag away to remove

o Double click to drill down to details

Third, the course illustrates 6 basic and 6 intermediate maneuvers to tame the Pivot Table beast!

Last, the course explores best practices in building a pivot table. They include:

o Do set up Data List as Data Table

o Do put multiple pivot tables in multiple tabs

o Do protect sensitive info such as Salary details

o Do set up “auto refresh” of Pivot Tables

Course Search Keywords

- Row labels

- Column labels

- Calculated fields

- Calculated column

- Data table

- Salary details

- Pivot Table style

- Auto Refresh

- VBA

- Macro

Prerequisites and Advanced Preparation

● Basic Excel knowledge

● Example: be able to open one Excel file and connect to external data files, etc.

Learning Objectives

● Recognize the differences between using formulas and using pivot tables in Excel reporting

● Understand the pros and cons of pivot tables

● Discover 6 basic skills of taming a pivot table

● Explore 6 intermediate skills of taming a pivot table

● Understand 6 best practices in building pivot tables

18 taming maneuvers for Pivot Tables!

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What you will learn

• Intermediate to Advanced Excel skills that will help you
• - to ace your Excel skills,
• - to find state-of-the art Excel functions,

Rating: 0

Level: Intermediate Level

Duration: 1 hour

Instructor: Lenny Wu, MBA, CPA, CGA