Excel PivotTables: Data Summarization and Analysis

❝ Thank you for providing such a great first session! I thought the flow and how you explained functionality was perfect – very detailed, thorough, and easy to understand. I’m already getting feedback from some of the team that they loved the training.
- Heidi Hartwig, Director, National Field Sales Operations, Ultra Mobile

Upcoming Dates

Wednesday, May 8, 2024

12:00 PM - 3:00 PM Pacific Time
Trainer: Sue

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Tuesday, June 4, 2024

8:00 AM - 11:00 AM Pacific Time
Trainer: Tim

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Wednesday, July 3, 2024

8:00 AM - 11:00 AM Pacific Time
Trainer: Tim

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Wednesday, July 31, 2024

12:00 PM - 3:00 PM Pacific Time
Trainer: Tim

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Thursday, August 29, 2024

8:00 AM - 11:00 AM Pacific Time
Trainer: Tim

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Cost

Price per person: $129
Length of class:three hours
Version covered:for Office 365
Delivery format:live over Zoom


Description

A PivotTable is Excel's most powerful data summarization tool. In this three-hour session for Windows and Mac users, you will learn what kinds of data works best for PivotTables and how to prepare your data. You will create PivotTables based on various data sources, summarize data by multiple categories using sum, average and count, format the PivotTable, rearrange columns and rows, apply filters, slicers and grouping (both manual and automatic). You will apply built-in calculations like Show as % of Grand Total, as well as create custom calculated fields. You will also create PivotCharts and refresh a PivotTable if its source data changes.


Prerequisites

This class is suited for people who have taken our Excel Beginning or Intermediate Excel classes or have been using Excel (any version) for a year or more and want to learn how to use PivotTables.


Outline

Preparing Data and Creating PivotTables
- prepare data to use in PivotTables
- create a PivotTable from a local data source

Analyzing data using PivotTables
- summarize PivotTable data
- organize PivotTable data
- filter PivotTable data
- format a PivotTable
- refresh a PivotTable if its data is changed

Working with PivotTable options
- PivotTable report layout options
- setting PivotTable options
- grouping and calculating
- creating calculated fields

Creating PivotCharts
- create a PivotChart
- manipulate PivotChart data
- format a PivotChart


Printable Course Description


More quotes from our Excel students

  • The class was amazing, and I was able to learn in detail the meaning behind each formula used, thanks to your guidance and patience. Look forward to taking another course with Accelerate soon!
    Silvia Wang, Senior Product Developer
  • Some people are meant to be trainers and you are one of them – you are very clear, thorough, keep a good pace and retain everyone's attention, which is very hard for such a long session. Thanks again for everything!
    - Heidi Hartwig, Director, National Field Sales Operations, Ultra Mobile
  • I wanted to check in to tell you that Sue was amazing! I learned so much in the (Excel PivotTables) course. She was knowledgeable, thorough and patient. I learned many new things that I can take back into my role and apply real world! Sue even counseled on future courses, so I’ll likely be back soon. She was also incredibly complimentary of you, the organization, the textbook and approach. I just wanted to reach out to say thank you to you and thank you to Sue!
    - T. Adams
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    - Jocelyn, Caltech Library
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    In my professional life I have encountered a number of corporate trainers, management, business owners, and entrepreneurs, you and your staff really do represent what training and education should be. Everyone is welcoming and knowledgeable, along with kind and understanding. Those attributes are something that really needs to be out there, so that other consumers can make the right choice for education and come to you first.
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  • I wanted to write back to say thank you and Sue for providing a great training day on 10/15. I think that, for the fact that I took two classes in a row but some of the information was a 'refresher' for my memory, the info was just enough for my brain. Though I know there were so few of us students that day, even if the classroom were full, I would still appreciate knowing that it's small enough so that everyone gets enough attention. And I could see that Sue was very attentive toward us and truly wanted to make sure we were understanding the lessons. I encouraged my colleagues to sign up with Accelerate should any of them want or require offsite computer training.
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    - Tim Nekuza, Dental Health Services
  • Use Sue Smith as an instructor always. She is great and has a great method of teaching, the best personality, an amazingly knowledgeable instructor. My best class ever from any class taken.
    - Accelerate student
  • It has been a few months since my class and I am still applying the information that I learned to everyday work. Tim Jones is a wonderful instructor who makes learning enjoyable.
    - Accelerate student
  • Tim is a very good tutor. Extremely easy to understand and moves the class at a steady pace. I came to this class feeling I had very little knowledge of Excel, but am learning. I learned much more than I thought I would. I now feel more confident with Excel. I look forward to taking the Advanced Excel class if Tim is the instructor.
    - Accelerate student
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