Description

Unlock the full potential of your data with PivotTables

PivotTables are a versatile and transformative tool for organizing and analyzing data. Whether you're a beginner or an experienced user, this course will provide you with the knowledge and skills to make the most of PivotTables so that you can:

- Customize PivotTable options

- Execute advanced calculations

- Create insightful reports

Moving beyond formula-based reports

By delving into more advanced techniques for using PivotTables, you’ll learn how to replace formula-based reports by:

- Incorporating multiple fields into the Values area

- Performing custom calculations using calculated fields and items

- Setting up PivotTable options to create sophisticated reports

*Session 2 is one of four individual sessions. Each session builds on the previous one, so consider watching [Streamlined Excel Reporting Series Session 3: PivotTable Displays and Alternatives](Need new URL due to Title change) to tackle real-world issues and create powerful workbooks.*

Instructor: Liam Bastick

Target Audience

All accounting and finance professionals

Course Objectives

· Use PivotTable to organize reports with options, layout, and design formats.

· Identify options of PivotTable multiple value fields.

· Distinguish optimal use of calculated fields and calculated items.

Subjects

· Report type comparison

· Customizing PivotTable options

· Format and design options

· Calculated fields and items

· Multiple value fields

Prerequisites

Familiarity with Excel tables and formula-based reporting concepts