Description
The course is presented in four parts.
First, the course illustrates where pivot tables stand in the world of Excel techniques, and brings up the topic of when to and when NOT to use a pivot table.
Second, we use a business case to compare ways of reporting on large data sets – Formulas vs. Pivot Tables, and point out the pros and cons of Pivot Tables:
- No complex formulas needed
- Easy to drag and drop
- Drag away to remove
- Double click to drill down to details
Third, the course illustrates 6 basic and 6 intermediate maneuvers to tame the Pivot Table beast!
Last, the course explores best practices in building a pivot table. They include:
- Do set up Data List as Data Table
- Do put multiple pivot tables in multiple tabs
- Do protect sensitive info such as Salary details
- Do set up “auto refresh” of Pivot Table
Course Key Concepts: Row labels, Column labels, Calculated fields, Calculated item, Data table, Salary details, Pivot Table style, Auto Refresh, VBA, Macro.
