Microsoft Excel Pivot Tables With Formulas & Functions

This course is designed to provide a comprehensive understanding of how to use Pivot Tables in Microsoft Excel, along with integrating formulas and functions to analyze and manipulate data effectively. It’s suitable for users who have a basic understanding of Excel and want to advance their skills in data analysis.

Learning Objectives

• Understand Pivot Tables: Learn the fundamentals of Pivot Tables, including creating, modifying, and formatting them.
• Data Analysis: Use Pivot Tables to summarize, analyze, explore, and present large amounts of data.
• Integrate Formulas and Functions: Combine Pivot Tables with Excel’s powerful formulas and functions to enhance data analysis capabilities.
• Advanced Techniques: Implement advanced Pivot Table features such as calculated fields, calculated items, and Pivot Charts.

Course Modules

Session 1: Introduction to Microsoft Excel

• Overview of Excel interface and features
• Basic spreadsheet navigation and manipulation
• Introduction to formulas and functions
• Data entry and formatting techniques

Session 2: Intermediate Excel Skills

• Advanced formatting options
• Data validation and conditional formatting
• Working with multiple worksheets and workbooks
• Introduction to data analysis tools (e.g., sorting, filtering)

Session 3: Understanding Pivot Tables

• What are pivot tables and why are they useful?
• Creating pivot tables from a dataset
• Customizing pivot tables: row labels, column labels, values, filters
• Grouping and summarizing data in pivot tables

Session 4: Advanced Pivot Table Techniques

• Working with calculated fields and items
• Using slicers for interactive filtering
• Incorporating external data sources into pivot tables
• Creating pivot charts from pivot tables

Session 5: Real World Applications

• Case studies and practical examples of using pivot tables for data analysis
• Tips and tricks for optimizing pivot table performance
• Troubleshooting common issues and errors

This course combines theoretical knowledge with practical exercises, ensuring that learners not only understand the concepts but also know how to apply them in real world scenarios. By the end of the course, participants will be proficient in using Excel Pivot Tables, formulas, and functions to turn data into actionable insights.