Overview

In this seminar you will learn the tools and techniques available in Excel to help you manage large amounts of data accurately and efficiently in Pivot Tables. If you are new to Pivot Tables or haven’t ever heard of them, this seminar is for you. We’ll begin by explaining what a Pivot Table is and the basic building blocks associated with this particular data management tool.

Next, we’ll explore the features that enable you to customize and tailor your reports to suit various needs. From charts and graphs to simple dashboards, you’ll discover how to use this popular tool to accomplish your data analysis goals.

We’ll cover the 3 main ways to perform calculations with Pivot Table data, as well as the tips, tricks and pitfalls of each one. Knowing how to calculate within a Pivot Table and use the data generated by a Pivot Table in other formulas can really take your skills to the next level.

Once you have your completed Pivot Table, you’ll want to protect it from being altered, including protecting the underlying datasets. We’ll share the ways you can do this without making the end user experience cumbersome or awkward.

Finally, we’ll introduce you to the Get & Transform tools and Power Query. With these tools, you can move from the limitations of the number of rows and columns provided in the standard Excel worksheet to millions of rows of data. You’ll learn how to access different types of data sources with Power Query and perform complex connections that used to take lines and lines of SQL code.

Why you should Attend

The data we need to make important decisions isn’t getting smaller in volume or in any way less complex. Do you know how to tackle this data avalanche? Can you confidently filter and summarize large amounts of data using Excel Pivot Tables, then produce accurate and understandable visualizations to support critical decisions? If you do, these skills make you a valuable member of your organization. 

The ability to ensure accuracy and data integrity are key to this role on the team. Do you know how to share your datasets and protect them from accidental or intentional modification? This is vital when millions of dollars or hundreds of staff are what is being decided upon. To complicate matters more, the tools to help you change depending upon where your Excel files are stored. When you know how and from where your information will be consumed and what tools are available, you can support your company’s success in very important ways.

Areas Covered in the Session

• Pivot Table basics: What are they and how are they used?
• Customizing your Pivot Table reports with filters, styles, charts and graphs.
• Performing calculations within Pivot Tables and with Pivot Table data.
• Protecting Pivot Table reports and underlying data from accidental or intentional modification.
• Using Get & Transform tools and Power Query to work with millions of rows of data.
  

Who Will Benefit

• Data Analysts
• Data Administrators
• Financial Analysts
• Auditors
• Administrative Professionals
• Managers
• Supervisors
• Marketing Analysts
• Sales Professionals
• HR Managers