Use PivotTables to Organize, Summarize and Analyze Data (VOMC)

Customer Rating
Field of Study
Computer Software & Applications
Level
Intermediate
Credits
5
Qualifies For
CPE



Price:  $ 49.99

This course will help you get out from all of that data. It will show you how to quickly organize and summarize your data so that you can analyze it. The course covers everything that you need to know about PivotTables. It starts with having you create a PivotTable and then modify and format it. It discusses how to drill down as well as how to create multiple reports from one PivotTable. It also discusses how to create and add other formulas and items to an existing PivotTable. Finally, it shows you how to update your PivotTable with new data without recreating it every time. This is one of, if not the best, feature in Excel. PivotTables are a huge time saver if you are working with lots of data. There is an accompanying Excel file that allows you to walk through the examples in the eBook.

Additional information

version

01

Credits

5

Company Code

Self Study

Format

On Demand

Yellow Book Approved

No

CFP Approved

No

IRS Approved

No

CTEC Approved

No

Field of Study Credits

Computer Software & Applications (5)

Field of Study Department

Computer Software & Applications

Course Version

2022-01

CPE Approved

Yes

Pre-requistes:

A good understanding of Excel is needed

Knowledge Level:

Intermediate

Major Topics:

  • Overview of PivotTables
  • Creating a PivotTable
  • Rearranging a PivotTable
  • Modify a PivotTable
  • Sorting and Grouping with a PivotTables
  • PivotTable Calculations
  • Auto Formatting a PivotTable
  • PivotTable Charts

Learning Objectives:

  • Identify a PivotTable and its components and defaults
  • Identify the steps needed to create a PivotTable
  • Recognize the steps needed to modify and format a PivotTable
  • Recognize how to use and modify slicers
  • Recognize how to create fields, items and calculations in a PivotTable
  • Identify how to change and or update underlying data
  • Recognize how to create a PivotTable Charta and how it differs from a regular chart
  • Identify methods to update a PivotTable and locate its data source

Designed For:

This course is designed for users of Excel 2019 and Microsoft 365 users but Excel 2010 and 2013 users should experience little difficulty. This course is NOT intended for 2007 or earlier versions of Excel. It assumes a familiarity with Excel and is intended for an intermediate Excel user.

Customer Reviews

Based on 3 reviews
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P
Pamela N. (Wilmington, US)
Useful course

This course was very helpful and I have already found myself using what I learned to prepare, sort, and filter tables in Excel.

J
Jennifer S. (Foster, US)

Excel: Audit & Analytical Uses for Filters & Tables (AUMC)

L
Lauren V.D. (Montgomery Village, US)

Excel: Audit & Analytical Uses for Filters & Tables (AUMC)