Mastering Excel: How to Create ad hoc and Date Based Groupings within a PivotTable
September 15, 2020 - CA USCompliance4All
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Overview: PivotTable capabilities are enormous; among its many tools and features You will learn the following in this webinar, The quickest and best ways to create PivotTables and Pivot Charts, including these capabilities: The following subjects will be covered in detail: How to compare two or more fields in a variety of layout styles How to sort and filter results How to perform ad-hoc grouping of information How to use Slicers instead of filters to identify which field elements are displayed How to drill down to see the details behind the summary How to categorize date/time data in multiple levels How to create a Pivot Chart that is in sync with a PivotTable How to add calculated fields to perform additional analysis How to hide/reveal detail/summary information with a simple click How to deal with dynamic source data and the “refresh” concept How to create a PivotTable based on data from multiple worksheets Why you should Attend: Excel has a variety of tools like sorting, filtering, and subtotal to manage large lists of data, but if you need to analyze all that data and do it quickly, there's no better feature than a PivotTable. You can quickly create a compact summary report (based on tons of data) without needing to write complex formulas or rely on lengthy techniques. The PivotTable feature is perhaps Excel's best analytical tool and in addition to its speed, you get amazing flexibility and dynamism that let you quickly change the data interrelationships you're viewing. Most PivotTable users discover that the feature is relatively easy to learn, but not so easy if you are simply seeing the instructions on the printed page; this is a visually-oriented feature based on displaying fields in different locations. You'll be amazed to see how, in very little time, you can create a complete summary report with tons of data and you won't even need to write formulas and rely on obscure techniques. Areas Covered in the Session: Pre-requisites for source data - preparing data so that it can be analyzed by PivotTables Creating a PivotTable with a minimum number of steps, including the Recommended PivotTables option. Manipulating the appearance of a PivotTable via dragging and command techniques Using Slicers to accentuate fields currently being shown (and which ones are not) Using the new (in Excel 2013) Timeline feature Creating ad hoc and date-based groupings within a PivotTable Quickly create and manipulate a Pivot Chart to accompany a PivotTable Who Will Benefit: Excel users who are familiar with PivotTable concepts, but need expanded techniques to analyze lists of data. Anyone needing to know how to create PivotTables from multiple sources, use Slicers, Timelines, Calculated Fields, and Conditional Formatting will benefit from this course. Speaker Profile Dennis Taylor has worked extensively with Microsoft Excel since the mid-1990s. He's traveled the United States and Canada presenting seminars and classes to help attendees unlock the full potential of Excel.