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Courses/Office Productivity/NASBA - Computer Software & Applications

Exceptional Excel: Intro to Pivot Tables Part 1

Mastering Excel Pivot Tables: Simplify Data Analysis with Point-and-Click Reporting

Created byLambers Inc.
BeginnerUpdated Jan 22, 2025
Exceptional Excel: Intro to Pivot Tables Part 1

What You'll Learn

check_circleDescribe the indicator that signifies whether the columns or rows of a pivot table have been filtered.
check_circleIdentify the type of data that Excel’s Top 10 filter can be used with.
check_circleApply the Report Filter command to filter pivot table data based on a new dimension.
check_circleTroubleshoot common pivot table issues, such as blank cells and compatibility mode, and ensure accurate reporting.

About This Course

This course introduces you to the core concepts and practical skills needed to transform raw data lists into insightful summary reports, saving you immense time compared to manual methods.

Discover how to prepare your data for optimal results and the simple steps to create your first pivot table.

Key learning outcomes include:

  • Navigating the Pivot Table Field List and tools menus.
  • Adding and arranging fields to structure your reports effectively.
  • Properly formatting numbers and renaming field headers.
  • Controlling subtotals, sorting data within fields, and managing report layout.
  • Filtering data using various methods and understanding the drill-down feature.
  • Keeping your pivot tables updated by refreshing data.
  • Addressing common challenges like blank cells and compatibility mode.

Master these foundational techniques to efficiently analyze and report on your data, gaining instant feedback and deeper insights.

Your Instructor

Lambers Inc.
Lambers Inc.
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Lambers, Inc. is a leader in review courses for the EA, AFSP, and CPA exams. Lambers also offers IRS Continuing Education for Tax Preparers and CPE for CPAs. Accounting and finance professionals around the world incorporate Lambers products into their training programs.

Credit Information

Do these courses count toward my professional development requirements?

This portal is provided as a training and development resource for City of Markham employees. Every course is delivered by a qualified subject matter expert or learning organization, is quantifiable in hours, and is verifiable — you receive a documented certificate of completion for every course you finish, stored on LearnFormula indefinitely.

If you hold a professional designation (for example in engineering, accounting, human resources, or law), courses may be counted as professionally relevant, verifiable learning activities toward your continuing professional development. Individual practitioners are responsible for confirming that an activity meets the requirements of their professional body. For questions about the City of Markham's training and development policies, please speak with your people leader or Human Resources.

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