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1. Aurora Training Advantage
2. Live Webinar
3. Building a Reporting Tool with Pivot Tables in Excel
LIVE WEBINAR
BUILDING A REPORTING TOOL WITH PIVOT TABLES IN EXCEL
WEBINAR DETAILS $219
* Webinar Date: July 19, 2023
* Webinar Time: 12:00pm - 1:40pm EDT live
* Webinar Length: 100 Minutes
* Guest Speaker: Mike Thomas
* Topic: Business Administration, Finance, Human Resources, Software,
Taxation and Accounting
* Credit: CPE 2.0, ATATX 1.5, ATAOP 1.5, ATAAA 1.5, ATAPU 1.5, ATAPR 1.5
* Purchase Options
* Overview
Pivot Tables are one of the most powerful tools in Excel’s data analysis and
Business Intelligence (BI) armoury. With just a few clicks of the mouse (and no
complicated formulas!) you can quickly and easily build reports and charts that
summarise and analyse large amounts of raw data and help you to spot trends and
get answers to the important questions on which you base your key business
decisions.
In this session, you'll learn how to create a pivot table report in just 6
clicks! You'll learn how change the layout and appearance of the report to make
it inviting to read. You'll learn how to display data in different ways, for
example, sales grouped by month or top 10 customers. You'll learn how to create
Slicers which are the new visual way to filter a pivot table. Finally, you'll
learn how to display the pivot table data as a chart/graph.
Topics covered
* What is a pivot table – a few examples of pivot tables
* Creating a simple pivot table in 6 clicks
* Sum, count and percent – how to change what is displayed
* Making a pivot table report eye-catchingly appealing
* Changing the layout of a pivot table
* Displaying the data in a pivot table in alphabetical or numerical order
* Using filters to display specific items in a pivot table
* Grouping the data by month, year or quarter in a pivot table
* Representing the pivot table data as a chart/graph
* Best practices for updating a pivot table when the source data changes
* Calculating month-on-month difference
* Calculating a running/cumulative total
* Displaying a unique count
* Using formulas to create additional calculated items
* Slicers – the new visual way to filter a pivot table
Level: Basic
Format: Group Internet Based
Instructional Method: Live Webcast
NASBA Field of Study: Computer Software & Applications (2 hours)
Program Prerequisites: None
Advance Preparation: None
1. Introduction 00:01:16
2. Pivot Tables Demo Files 00:02:31
3. Pivot Tables Main Demo File 00:03:21
4. How Do You Know If It Is A Pivot Table? 00:07:39
5. Creating A Basic PIvot Table 00:08:22
6. COUNT and SUM 00:17:30
7. Changing The Format Of A Pivot Table 00:20:24
8. Creating An Advanced Pivot Table 00:22:10
9. Deleting A Pivot Table 00:30:12
10. How To Out-Minus The Value In the Data To Get Total Profit 00:30:41
11. Column Widths 00:38:47
12. Sorting The Data 00:40:50
13. Filtering Demo 00:48:45
14. Slicers 01:05:30
15. Pivot Tables Refresh Demo File - Updating Pivot Tables 01:20:37
16. Pivot Table Main Demo File - Charts 01:30:46
17. Speaker Contact Information 01:36:22
18. Creating A Pivot Table From More Than One Set Of Data - Power PIvot
01:37:38
19. Presentation Closing 01:40:44
* Analyze 00:07:59, 00:31:59, 00:43:33, 01:00:15, 01:22:16
* Cell 00:10:59, 00:21:25, 00:50:08
* Column 00:12:27, 00:22:26, 00:32:44, 00:48:58, 00:59:40, 01:17:00, 01:33:45
* Column Headings 00:11:33, 00:14:12, 00:20:58
* Column Widths 00:38:47, 00:49:13
* COUNT 00:14:41
* Filter 00:48:45, 00:50:18, 01:12:16, 01:35:43
* Format 00:34:30
* Formula 00:05:26, 00:28:26, 00:48:01, 01:21:04
* Formula Bar 00:28:45
* Pivot Table 00:00:08, 00:03:19, 00:06:17, 00:13:38, 00:31:57, 00:58:42,
01:06:13, 01:26:41
* Power Pivot 01:37:45
* Refresh 01:22:09, 01:36:04
* Ribbon 00:21:39
* Row 00:12:09, 00:24:20, 00:48:56, 01:26:34
* Slicer 01:05:30, 01:10:52
* SORT 00:41:08
* SUM 00:14:46, 00:27:10
* Worksheet 00:10:48
Analyze: The ANALYZE tab has several commands that will enable you to explore
the data in the PivotTable.
COUNT: Use the COUNT function to get the number of entries in a number field
that is in a range or array of numbers.
Cell: In spreadsheet applications, a cell is a box in which you can enter a
single piece of data. The data is usually text, a numeric value, or a formula.
The entire spreadsheet is composed of rows and columns of cells.
Column: A column is a vertical series of cells in a chart, table, or spreadsheet
in Excel.
Column Headings : The column heading or column header is the gray-colored row
containing the letters (A, B, C, etc.) used to identify each column in the
worksheet. The column header is located above row 1 in the worksheet.
Column Width: You can specify the number of characters for the column width.
Column widths can also be changed in Data View by clicking and dragging the
column borders.Column width for proportional fonts is based on average character
width. Depending on the characters used in the value, more or fewer characters
may be displayed in the specified width. Column width affects only the display
of values in the Data Editor. Changing the column width does not change the
defined width of a variable.
Filter: The Filter feature in Excel allows you to show or hide rows within a
list of data by making selections from drop-down lists. The Filter feature is
available on the Data tab of all versions of Excel as well under the Sort &
Filter command on the Home menu.
Format: When we format cells in Excel, we change the appearance of a number
without changing the number itself. We can apply a number format (0.8, $0.80,
80%, etc) or other formatting (alignment, font, border, etc). By default, Excel
uses the General format (no specific number format) for numbers.
Formula: A formula is an expression which calculates the value of a cell.
Formula Bar: A toolbar at the top of the Microsoft Excel spreadsheet window that
you can use to enter or copy an existing formula into cells or charts. It is
labeled with function symbol (fx). By clicking the Formula Bar, or when you type
an equal (=) symbol in a cell, the Formula Bar will activate.
Pivot Table: A report creation tool in Excel that enables you to quickly
summarize lists of data into summary reports by clicking checkboxes and dragging
fields onscreen.
Power Pivot: Power Pivot is an Excel add-in you can use to perform powerful data
analysis and create sophisticated data models. With Power Pivot, you can mash up
large volumes of data from various sources, perform information analysis
rapidly, and share insights easily.
Refresh: The Refresh command appears on the Options tab of Excel 2007 and 2010
as well as the Analyze tab of Excel 2013. Pivot tables store a snapshot of the
underlying source data, so they don’t immediately reflect changes to said data.
You must periodically refresh any pivot table to ensure it reflects any changes
to the source data.
Ribbon: The "ribbon" is the strip of buttons and icons located above the work
area that was first introduced in Excel 2007. The ribbon replaces the menus and
toolbars found in earlier versions of Excel. Above the ribbon are a number of
tabs, such as Home, Insert, and Page Layout.
Row: A row is the range of cells that go across (horizontal) the
spreadsheet/worksheet. Rows are identified by numbers e.g. row 1, row 5.
Examples of use. A row might contain the headings of a table e.g. product ID,
product name, price, number sold.
SORT: =Sort - Sorting is the process of arranging objects in a certain sequence
or order according to specific rules. In spreadsheet programs such as Excel and
Google Spreadsheets, there are several different sort orders available depending
on the type of data you're sorting.
SUM: Microsoft Excel defines SUM as a formula that “Adds all the numbers in a
range of cells”. This definition clearly points that Sum function has a job to
add numbers and the arguments can be supplied using combinations of both numbers
and range of cells. =SUM The SUM function is a built-in function in Excel that
is categorized as a Math/Trig Function. It can be used as a worksheet function
(WS) in Excel. As a worksheet function, the SUM function can be entered as part
of a formula in a cell of a worksheet.
Slicer: You can insert slicers in Excel to quickly and easily filter pivot
tables. Slicers were introduced in Excel 2010, and they make it easy to change
multiple pivot tables with a single click
Worksheets: A worksheet is a collection of cells where you keep and manipulate
the data. Each Excel workbook can contain multiple worksheets.
--------------------------------------------------------------------------------
GUEST SPEAKER
* MIKE THOMAS
Mike Thomas has worked in the IT training business for 26 years. His
expertise and experience covers designing and delivering training courses,
creating written training materials (Quick Reference Guides and step-by-step
tuto [...]
View Full Profile
BUILDING A REPORTING TOOL WITH PIVOT TABLES IN EXCEL
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LIVE WEBINAR + RECORDING
$298.00
Both Live and Recorded Webinar Attendees: No Attendee 1 Attendees - $298.00 2
Attendees - $377.00 3 Attendees - $456.00 4 Attendees - $535.00 5 Attendees -
$614.00 6 Attendees - $693.00 7 Attendees - $772.00 8 Attendees - $851.00 9
Attendees - $930.00 10 Attendees - $1,009.00 11 Attendees - $1,088.00 12
Attendees - $1,167.00 13 Attendees - $1,246.00 14 Attendees - $1,325.00 15
Attendees - $1,404.00
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3 Attendees - $377.00 4 Attendees - $456.00 5 Attendees - $535.00 6 Attendees -
$614.00 7 Attendees - $693.00 8 Attendees - $772.00 9 Attendees - $851.00 10
Attendees - $930.00 11 Attendees - $1,009.00 12 Attendees - $1,088.00 13
Attendees - $1,167.00 14 Attendees - $1,246.00 15 Attendees - $1,325.00
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$298.00 3 Attendees - $377.00 4 Attendees - $456.00 5 Attendees - $535.00 6
Attendees - $614.00 7 Attendees - $693.00 8 Attendees - $772.00 9 Attendees -
$851.00 10 Attendees - $930.00 11 Attendees - $1,009.00 12 Attendees - $1,088.00
13 Attendees - $1,167.00 14 Attendees - $1,246.00 15 Attendees - $1,325.00
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