FTC Course Outline

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This outline acts as a guide only and can be changed to suit your specific requirements


MODULE 9 - EXCEL PIVOT TABLES

SYNOPSIS:
This course introduces the skills necessary for working with pivot tables. Tasks include creating, revising, and formatting pivot tables, and adding pivot table fields. Students will also learn how to change pivot table layout, group pivot table items, and use pivot table calculations and multiple ranges.

PREREQUISITES:
Excel users who want to learn skills needed for working with pivot tables.

OBJECTIVES:

l Creating/Revising Pivot Tables
l Adding Pivot Table Fields
l Changing the Pivot Table Layout
l Formatting Pivot Tables
l Using Pivot Table Calculations
l Grouping Pivot Table Items
l Using Multiple Ranges

DURATION:
Half Day

THIS MODULE INCLUDES:

Creating/Revising Pivot Tables
Creating a pivot table; changing the source range, inserting into and deleting from the source range.

Adding Pivot Table Fields
Adding row, page, and column fields; moving and deleting pivot table fields Changing the Pivot Table Layout Adding multiple data fields, hiding and unhiding items, renaming a field, creating a page field report, hiding and showing row and column details, displaying data details.

Formatting Pivot Tables
Using Enable Selection, selecting pivot table parts, formatting a pivot table and numbers, using the AutoFormat feature, and Pivot Table options, disabling Preserve Formatting.

Using Pivot Table Calculations
Adding other summary fields, changing the summary function, creating and changing a custom calculation, creating a calculated field and item.

Grouping Pivot Table Items Grouping and ungrouping items, renaming groups, hiding/showing group details, grouping by dates, and by number, sorting a pivot table, using AutoSort and AutoShow feature.

Using Multiple Ranges
Selecting the Type of Page fields, multiple source ranges, and field1 and field2 ranges; displaying the pivot table; renaming custom page fields; using the consolidated table.

 

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