Streamlined Excel Reporting Series Session 2: Working with PivotTables
- Unlock the full potential of your data with PivotTables PivotTables are a versatile and transformative tool for organizing and analyzing data. Whether you're a beginner or an experienced user, this course will provide you with the knowledge and skills to make the most of PivotTables so that you can:
- Customize PivotTable options
- Execute advanced calculations
- Create insightful reports Moving beyond formula-based reports By delving into more advanced techniques for using PivotTables, you’ll learn how to replace formula-based reports by:
- Incorporating multiple fields into the Values area
- Performing custom calculations using calculated fields and items
- Setting up PivotTable options to create sophisticated reports *Session 2 is one of four individual sessions. Each session builds on the previous one, so consider watching [Streamlined Excel Reporting Series Session 3: PivotTable Displays and Alternatives](Need new URL due to Title change) to tackle real-world issues and create powerful workbooks.*
Learning Objectives
- Use PivotTable to organize reports with options, layout, and design formats.
- Identify options of PivotTable multiple value fields.
- Distinguish optimal use of calculated fields and calculated items.
Major Topics
- Report type comparison
- Customizing PivotTable options
- Format and design options
- Calculated fields and items
- Multiple value fields
