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Microsoft Excel Pivot Tables for Data Analysis and Reporting

Microsoft Excel Pivot Tables for Data Analysis and Reporting

A practical one day course focused on analyzing and presenting data with PivotTables in Microsoft Excel. The agenda covers preparing source data, creating and adjusting PivotTables, working with report layouts and formats, and using filters, slicers, calculated fields, and data groupings. The course is designed for participants who want to summarize larger datasets more efficiently and create flexible reports without relying on complex formulas.

What will you learn?

You will learn how to create PivotTables and use them to analyze data from different perspectives. You will understand how field settings, report layouts, filters, slicers, calculated fields, and groupings influence the structure and meaning of a PivotTable report. You will also learn how to format, update, and review PivotTables so that results remain clear and reliable.

  • Create and adjust PivotTables for practical data analysis
  • Structure reports with suitable layouts, formats, and field settings
  • Use report filters and slicers to explore data interactively
  • Apply calculated fields and data groupings for more detailed analysis

Requirements:

  • Suitable for participants who want to analyze structured data more efficiently in Excel
  • Basic knowledge of Excel worksheets, tables, and simple formulas is recommended
  • No prior experience with PivotTables required

Course Outline*:

*We customize the course outline and content to your specific needs and relevant use cases.

Module 1: Preparing data and creating PivotTables

  • Understanding the purpose and structure of PivotTables
  • Preparing source data with clear headings and consistent records
  • Creating a PivotTable from a data range or Excel table
  • Assigning fields to rows, columns, values, and filter areas

Module 2: Field settings and data analysis

  • Changing value calculations such as sum, count, average, minimum, and maximum
  • Adjusting number formats and display settings for value fields
  • Sorting and filtering categories and values within a PivotTable
  • Refreshing reports and responding to changes in the source data

Module 3: Report layouts, formats, filters, and slicers

  • Choosing compact, outline, and tabular report layouts
  • Applying suitable styles, subtotals, grand totals, and formatting options
  • Using report filters to focus on selected parts of the data
  • Adding and configuring slicers for interactive report navigation

Module 4: Calculated fields, data groupings, and report quality

  • Creating calculated fields for additional report indicators
  • Grouping dates by month, quarter, or year
  • Grouping numeric values and selected categories into meaningful ranges
  • Reviewing PivotTable results and preparing clear reports for sharing

Hands-on learning with expert instructors at your location for organizations.

2,322€*
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Level:
advanced
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Duration:
7
Hours (days:
1
)
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Training customized to your needs
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Immersive hands-on experience in a dedicated setting
*Price can range depending on number of participants, change of outline, location etc.

Master new skills guided by experienced instructors from anywhere.

1,587€*
Graph Icon - Education X Webflow Template
Level:
advanced
Clock Icon - Education X Webflow Template
Duration:
7
Hours (days:
1
)
Camera Icon - Education X Webflow Template
Training customized to your needs
Star Icon - Education X Webflow Template
Reduced training costs
*Price can range depending on number of participants, change of outline, location etc.

Upcoming Sessions

7-7 Oct 2026
Milan
10-10 Nov 2026
Lisbon
18-18 Nov 2026
Dublin
3-3 Dec 2026
Barcelona
27-27 Jan 2027
Madrid
4-4 Mar 2027
Dublin

Can't find a suitable date? Get in touch and we'll arrange one that works for you.

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