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Pivot Tables for Beginners Overview

Course Outline:

PivotTables do not have to be scary! This powerful Excel feature cuts the time you spend on formulas in half. In this concise course you will learn how to get started using them to analyze your data. You will begin by explaining two PivotTable basic building blocks: value fields and row fields. You will learn how to adjust a PivotTable by adding fields, filters, and formatting. Finally, you will learn how to use special filter buttons which are known as slicers, and he also demonstrates how to use timelines. At the end, he goes over the basics of refreshing and updating a PivotTable.

Prerequisites:

Computer Basics and Working with Windows or File Management Skills or equivalent experience.

Required Textbook & Materials

Title:   Pivot Tables for Beginners PDF

Materials:   Please bring a Flash Drive/Memory Stick 512MB or larger to class which will enable you to save your class work

Meeting Information:

  • 2/24/2021 - 8:30 - 10:00 AM / 10:30 - 12:00 PM
  • 3/3/2021 - 8:30 - 10:00 AM / 10:30 - 12:00 PM
  • 3/10/2021 - 8:30 - 10:00 AM / 10:30 - 12:00 PM
  • 4/21/2021 - 8:30 - 10:00 AM / 10:30 - 12:00 PM
  • 5/5/2021 - 8:30 - 10:00 AM / 10:30 - 12:00 PM
  • 5/13/2021 - 8:30 - 10:00 AM / 10:30 - 12:00 PM
  • 5/24/2021 - 8:30 - 10:00 AM / 10:30 - 12:00 PM
  • 6/1/2021 - 1:00 - 2:30 PM / 3:00 - 4:30 PM

Course Objectives:

  • Describe when you would use a PivotTable.
  • List the things you need to do prior to creating a PivotTable.
  • Explain the benefits of creating an Excel table before creating a PivotTable.
  • Describe a conceptual representation of the value field.
  • Cite the reason you should periodically refresh a PivotTable.

Class Exercise Files:


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