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Course Content / Structure -
The Power to Design and Produce Business Reports - Pivot Tables
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    BizExcel Courses Detail
  1. Pivot Table Fundamentals

    1. Understanding the basics of Pivot Tables
      1. What is a Pivot Table?
      2. Why is it useful to my work?
      3. When should it be used?
      4. How does it work?
      5. Limitations of Pivot Table
    2. Your First Pivot Table
      1. Working with the wizard
      2. Figure out the Uniqueness of Pivot Table Layout
      3. Know which data to drop into "Row", "Column", "Page" or "Data"
      4. Using more than one field in the same drop area
      5. Make instant changes to your report by moving the fields with ease

      Exercise: Create a Basic Pivot Table Report

    3. Preparing your data for successful Pivot Tables
      1. Introduction
      2. Creating Interactivity using Combo Box, Spinner and Scroll Bar
      3. Making choices using Check Box or Option Box on a Worksheet
      4. Linking a Control to Worksheet Data
      5. Create, define and delete Range Names


  2. Customize Pivot Table Reports to Your Business Requirements

    1. Formatting your Pivot Table
      1. The Fine Differences between the various Dialog Boxes
      2. Use the Auto Format Functionality
      3. Fix the desired data format eg. €3,500.00
      4. You can change the header names
      5. Summarize the data other than sum, using count, min, max, etc
      6. Display multiple subtotals
    2. Display required information
      1. You are not limited to sorting only ascending or descending
      2. See only items that call for attention, the Top / Bottom records
      3. Group data for a more sensible view and analysis
      4. Instant drill down to supporting details

      Exercise: Customize Pivot Table Report for Presentation


  3. Enhancing Pivot Tables Reports

    1. Create Variance Reports
      1. Create 8 types of variance analysis
      2. Understanding the applications to real business situations
      3. Interpretation of variance reports
      Exercise: Create Pivot Variance Reports

    2. Performing Calculations Within Pivot Tables
      1. Calculated Fields
      2. Calculated Items
      Exercise: Expand your Pivot Table with Additional Calculated Fields

    3. Use data from multiple sources and summarize them all into one Pivot Table report for quick analysis

      Exercise: Summarize data from multiple sources into a Pivot Table



  4. Advanced use of Pivot Table

    1. Pivot Chart
      1. Instant charting from Pivot Table Report
      2. Limitations of Pivot Chart
      3. Overcoming the limitations
    2. Enhancing Your Pivot Table Reports with Macros
      1. Record and edit macros to meet your needs
      2. Send user-friendly Pivot Table Reports and Charts to end users (without teaching them PivotTable)
      3. Creating a dynamic data source for your Pivot Chart

      Exercise: Interactive Presentation of Synchronized Pivot Table Reports


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