50090 - Maximizing Pivot Tables with Microsoft Excel 2003

This one-day instructor-led course provides students with the knowledge and skills to examine and manipulate raw data through the use of Microsoft Office Excel PivotTables and PivotCharts.

After completing this course, students will be able to:

• Understand the benefits of PivotTable Reports
• Convert raw data in an Excel worksheet into meaningful PivotTables and PivotCharts.
• Manipulate the PivotTable layout
• Use grouping
• Create custom calculations
• Use formulas and create formulas outside of a report
• Create a PivotChart and publish it to a Web site

Module 1: Make Your Data Work for You
This module provides an overview of the benefits of PivotTable reports and how you can create one with ease.

Lessons
• Maximize the Power of PivotTable
• Ask the Questions
• Get the Answers
• Review

After completing this module, students will be able to:
• Understand what needs to be done before creating a PivotTable
• Understand the ways you can use PivotTables to get the type of data you need

Module 2: A Quick Tour
This module explains how to take raw data in an Excel worksheet and make it more meaningful with PivotTables.

Lessons
• Determine What You Need to Know
• The Source is Important
• Ready, Set, Go
• The PivotTable Layout
• What Goes Where
• Result of Our PivotTable
• Viewing Our Data Differently
• Review

Lab : Practice

After completing this module, students will be able to:
• Prepare an Excel worksheet before using the PivotTable wizard
• Use the PivotTable and PivotChart wizard
• Understand the PivotTable layout and which fields need to be dragged to which area of the layout
• Perform a simple PivotTable manipulation to change the way data is presented

Module 3: Manipulating the PivotTable
This module explains how to rearrange the PivotTable layout, work with fields, and refresh data.

Lessons
• Rearrange the Layout
• What We Get
• Add a New Field
• Remove a Field
• Add or Remove a Field Using the Wizard
• Rename a Field
• Format Numbers
• Change the Sort Order and Top 10 AutoShow
• Refresh Data
• Review

Lab : Practice

After completing this module, students will be able to:
• Manipulate fields of a PivotTable to view raw data in different ways
• Change the format of data in a PivotTable
• Use the Sort and Top 10 command
• Update a PivotTable report when the source data changes

Module 4: Digging Deeper
This module explains how to use grouping to further summarize PivotTable information, how to work with subtotals and grand totals, and how to format the finished PivotTable.

Lessons
• Create a Quarterly Group
• Group Data Manually
• Display Subtotals
• Hide/Display Grand Total
• Format a PivotTable Report
• Review

Lab : Practice

After completing this module, students will be able to:
• Group and ungroup data
• Group data manually
• Create a subtotal field
• Hide and display grand totals
• Format a finished PivotTable for readability

Module 5: Beyond the Basics
This module explains how to create additional data fields and create and use custom calculations.

Lessons
• Creating a Second Data Field
• Use Count to Summarize Data
• Display Numerical Data as a Percentage of the Total
• Create a Custom Calculation
• More Functions in Custom Calculation
• Review

Lab : Practice

After completing this module, students will be able to:
• Add data fields
• Use the Count function to get more detailed information about sum totals
• Display numerical data as a percentage of the total
• Create custom calculations

Module 6: More PivotTable Calculations
This module explains how to create new fields and items using the Calculated Field and Calculated Item formulas, and how to create formulas outside of a report.

Lessons
• Using Formulas
• Create a Calculated Field
• Create a Calculated Item
• Use PivotTable Data Outside the Report
• Use the GETPIVOTDATA Function
• Turn Off the GETPIVOTDATA Function
• Review

Lab : Practice

After completing this module, students will be able to:
• Use formulas to create new fields and items
• Create and use calculated fields
• Create and use calculated items
• Use PivotTable data outside the report
• Use the GETPIVOTDATA function

Module 7: Optional Topics
This module explains how to create a PivotChart report and publish it to a Web site, add fields to a PivotTable browser, use a PivotTable list, and use multiple ranges as source data.

Lessons
• At Work
• In Training

Lab : Practice

After completing this module, students will be able to:
• Use the PivotTable and PivotChart wizard to create a PivotChart
• Enhance the look of a PivotChart by using the Vary Colors By Point option
• Share a PivotChart with colleagues by publishing it to a Web site
• Describe the difference between a PivotTable and a PivotTable List
• Use data from different worksheets and ranges

Module 8: Answers to Review Questions

Lessons
• Review 1
• Review 2
• Review 3
• Review 4
• Review 5
• Review 6
• Review 7

Module 9: Using the Place Card

Lessons
• At Work
• In Training

This course is intended for those needing advanced skills maximizing Pivot Tables with Microsoft Excel 2003.

Experience working with Microsoft Excel 2003.