Course Outline

Microsoft Excel 2010 Mastering Pivot Tables
A one-day, hands-on class covering all facets of what is arguably the single, most powerful feature in Microsoft Excel. The objective of the course is to take the proficient Excel user who does not yet use PivotTables to the next level of proficiency. At the end of the course participants should understand what PivotTables are and should have a broad understanding of the features, functions and limitations of PivotTables. 6 hours

Introducing PivotTables

  • What's a PivotTable?
  • PivotTable Structure
  • Create a PivotTable

Creating PivotTables

  • Source Data Considerations
  • Using a Single Worksheet Source
  • Using Multiple Worksheet Sources
  • Changes to Source Data
  • What if You Need More than One Pivot Cache?

Grouping and Calculating

  • Grouping PivotTable Data
  • Creating Calculated Fields
  • Creating Calculated Items

Sorting and Filtering

  • Sorting PivotTables
  • Filtering PivotTables
  • Expanding and Collapsing Fields and Items

Creating Data Subsets

  • Extracting Detail Data from a PivotTable
  • Drill-down on a Value Cell
  • Show Report Filter Pages

Creating Pivot Charts

  • What is a Pivot Chart?
  • Creating Pivot Charts
Prerequisites:  Excel Level 2 or equivalent experience.  Participants should have direct experience working with the Excel 2007/2010 user interface.  Participants should know how to use common Excel functions in basic formulas and should be able to create workbooks, enter and format data, insert worksheets and similar basic tasks.
Revised 4/14/11
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